Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VO, AMZN, GOOGL, and represent 16.18% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$19M), SLYV (+$15M), VO (+$15M), MSFT (+$9.7M), PYPL (+$8.6M), TSLA (+$8.2M), GOOG (+$7.9M), AMZN (+$7.8M), HON, GOOGL.
- Started 23 new stock positions in HP, JEPI, Constellation Energy, NYCB, MPWR, PBR, MBWM, DLTR, FCX, MATX. CVLY, PANW, DOV, ADI, AGI, CM, EWX, MKC, SNY, LHX, AEM, TTEK, SHEL.
- Reduced shares in these 10 stocks: DLR (-$8.4M), VOO (-$8.2M), VZ (-$7.9M), GSK, IEMG, BAX, VYM, TMO, CGNX, AAPL.
- Sold out of its positions in BKI, BPMC, CABO, CVNA, CGNX, ERIC, INVA, ESGD, KMI, Kirkland Lake Gold. MBT, OTEX, SSO, ROKU, Royal Dutch Shell, Royal Dutch Shell, TGB, TSN, VCR, VXF, WEC, ZNGA, Ihs Markit, ST.
- Financial Counselors was a net buyer of stock by $171M.
- Financial Counselors has $4.8B in assets under management (AUM), dropping by -0.83%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Companies in the Financial Counselors portfolio as of the March 2022 quarterly 13F filing
Financial Counselors has 516 total positions. Only the first 250 positions are shown.
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- Download the Financial Counselors March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $259M | 1.5M | 174.61 | ||
| Microsoft Corporation (MSFT) | 4.2 | $201M | +5% | 652k | 308.31 | |
| Vanguard Index Fds Etf (VO) | 2.6 | $128M | +13% | 538k | 237.84 | |
| Amazon (AMZN) | 2.5 | $119M | +6% | 37k | 3259.95 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $74M | +6% | 27k | 2781.34 | |
| Abbvie (ABBV) | 1.5 | $73M | +2% | 453k | 162.11 | |
| Union Pacific Corporation (UNP) | 1.4 | $66M | +3% | 242k | 273.21 | |
| UnitedHealth (UNH) | 1.3 | $65M | +2% | 128k | 509.97 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $62M | +4% | 454k | 136.32 | |
| Spdr Ser Tr Etf (SLYV) | 1.3 | $62M | +31% | 740k | 83.33 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 1.3 | $61M | 135k | 451.64 | ||
| Pepsi (PEP) | 1.2 | $60M | +3% | 360k | 167.38 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $58M | +15% | 21k | 2793.00 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $58M | +2% | 163k | 352.91 | |
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| Cisco Systems (CSCO) | 1.2 | $58M | +4% | 1.0M | 55.76 | |
| Merck & Co (MRK) | 1.2 | $56M | +5% | 685k | 82.05 | |
| Procter & Gamble Company (PG) | 1.0 | $51M | +4% | 331k | 152.80 | |
| Tesla Motors (TSLA) | 1.0 | $50M | +19% | 47k | 1077.60 | |
| Chevron Corporation (CVX) | 1.0 | $50M | -3% | 305k | 162.83 | |
| Costco Wholesale Corporation (COST) | 1.0 | $49M | 86k | 575.85 | ||
| Visa (V) | 0.9 | $46M | 207k | 221.77 | ||
| McDonald's Corporation (MCD) | 0.9 | $45M | +7% | 182k | 247.28 | |
| Schwab Strategic Tr Etf (SCHV) | 0.9 | $44M | -3% | 612k | 71.39 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $42M | -6% | 72k | 590.65 | |
| Wal-Mart Stores (WMT) | 0.9 | $42M | +10% | 279k | 148.92 | |
| Caterpillar (CAT) | 0.9 | $42M | +3% | 186k | 222.82 | |
| Vanguard Tax-managed Intl Ietf (VEA) | 0.8 | $41M | 843k | 48.03 | ||
| Ameriprise Financial (AMP) | 0.8 | $40M | +2% | 134k | 300.36 | |
| Chubb (CB) | 0.8 | $40M | +3% | 187k | 213.90 | |
| Williams Companies (WMB) | 0.8 | $40M | +2% | 1.2M | 33.41 | |
| Schwab Strategic Tr Etf (SCHG) | 0.8 | $40M | +92% | 534k | 74.82 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $39M | +4% | 395k | 99.07 | |
| Verizon Communications (VZ) | 0.8 | $38M | -17% | 747k | 50.94 | |
| Home Depot (HD) | 0.8 | $38M | +4% | 125k | 299.33 | |
| Broadcom (AVGO) | 0.8 | $37M | 59k | 629.67 | ||
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.8 | $37M | 74k | 490.46 | ||
| Walt Disney Company (DIS) | 0.7 | $35M | +7% | 255k | 137.16 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $34M | +2% | 414k | 82.59 | |
| Ishares Tr Etf (IWF) | 0.7 | $33M | -4% | 118k | 277.63 | |
| Intel Corporation (INTC) | 0.7 | $32M | +6% | 655k | 49.56 | |
| Qualcomm (QCOM) | 0.7 | $32M | +7% | 211k | 152.82 | |
| Enbridge (ENB) | 0.6 | $31M | +5% | 674k | 46.09 | |
| Eaton (ETN) | 0.6 | $31M | 204k | 151.76 | ||
| ConocoPhillips (COP) | 0.6 | $31M | +3% | 310k | 100.00 | |
| Dow (DOW) | 0.6 | $31M | +14% | 484k | 63.72 | |
| Danaher Corporation (DHR) | 0.6 | $30M | +6% | 103k | 293.33 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $30M | +10% | 65k | 455.62 | |
| Vanguard Index Fds Etf (VOO) | 0.6 | $30M | -21% | 71k | 415.17 | |
| NVIDIA Corporation (NVDA) | 0.6 | $29M | 108k | 272.86 | ||
| Ishares Ietf (IEMG) | 0.6 | $29M | -11% | 526k | 55.55 | |
| Pfizer (PFE) | 0.6 | $28M | 547k | 51.77 | ||
| Johnson & Johnson (JNJ) | 0.6 | $28M | +3% | 156k | 177.23 | |
| Schwab Strategic Tr Etf (SCHD) | 0.6 | $27M | +9% | 345k | 78.89 | |
| Philip Morris International (PM) | 0.6 | $27M | +5% | 289k | 93.94 | |
| Medtronic (MDT) | 0.6 | $27M | +17% | 242k | 110.95 | |
| Amgen (AMGN) | 0.5 | $26M | +4% | 108k | 241.82 | |
| Paypal Holdings (PYPL) | 0.5 | $26M | +50% | 222k | 115.65 | |
| Target Corporation (TGT) | 0.5 | $26M | +4% | 120k | 212.22 | |
| Facebook Inc cl a (FB) | 0.5 | $25M | -3% | 111k | 222.36 | |
| Vanguard Index Fds Etf (VTI) | 0.5 | $24M | -2% | 107k | 227.67 | |
| Crown Castle Intl (CCI) | 0.5 | $24M | 129k | 184.60 | ||
| Novartis (NVS) | 0.5 | $23M | +10% | 262k | 87.75 | |
| Ishares Tr Etf (IJR) | 0.5 | $23M | +6% | 211k | 107.88 | |
| American Tower Reit (AMT) | 0.5 | $22M | 89k | 251.22 | ||
| Digital Realty Trust (DLR) | 0.5 | $22M | -27% | 157k | 141.80 | |
| United Parcel Service (UPS) | 0.4 | $22M | 101k | 214.46 | ||
| Emerson Electric (EMR) | 0.4 | $21M | -3% | 218k | 98.05 | |
| PNC Financial Services (PNC) | 0.4 | $21M | +6% | 115k | 184.45 | |
| Starbucks Corporation (SBUX) | 0.4 | $21M | -7% | 233k | 90.97 | |
| Honeywell International (HON) | 0.4 | $21M | +27% | 108k | 194.58 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $21M | +4% | 47k | 447.21 | |
| salesforce (CRM) | 0.4 | $21M | +9% | 98k | 212.32 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $21M | +11% | 46k | 441.40 | |
| U.S. Bancorp (USB) | 0.4 | $20M | 384k | 53.15 | ||
| Truist Financial Corp equities (TFC) | 0.4 | $20M | +4% | 345k | 56.70 | |
| Ishares Tr Etf (IVV) | 0.4 | $19M | 42k | 453.70 | ||
| Ecolab (ECL) | 0.4 | $19M | -5% | 107k | 176.56 | |
| Ishares Tr Etf (IWD) | 0.4 | $19M | 113k | 165.98 | ||
| Coca-Cola Company (KO) | 0.4 | $19M | +2% | 300k | 62.00 | |
| Netflix (NFLX) | 0.4 | $18M | +13% | 48k | 374.59 | |
| Duke Energy (DUK) | 0.4 | $18M | +2% | 161k | 111.66 | |
| Dominion Resources (D) | 0.4 | $18M | +5% | 211k | 84.97 | |
| Booking Holdings (BKNG) | 0.4 | $18M | +12% | 7.6k | 2348.42 | |
| Te Connectivity Ltd for (TEL) | 0.4 | $18M | +5% | 135k | 130.98 | |
| Southern Company (SO) | 0.4 | $17M | +4% | 238k | 72.51 | |
| Spdr Ser Tr Etf (SDY) | 0.4 | $17M | -3% | 133k | 128.11 | |
| Travelers Companies (TRV) | 0.3 | $17M | +2% | 91k | 182.73 | |
| Technology SPDR (XLK) | 0.3 | $17M | -3% | 104k | 158.93 | |
| Deere & Company (DE) | 0.3 | $16M | 40k | 415.45 | ||
| Prudential Financial (PRU) | 0.3 | $16M | +3% | 134k | 118.17 | |
| ConAgra Foods (CAG) | 0.3 | $16M | +3% | 470k | 33.57 | |
| Eli Lilly & Co. (LLY) | 0.3 | $16M | 54k | 286.37 | ||
| Vanguard Whitehall Fds Etf (VYM) | 0.3 | $16M | -16% | 138k | 112.25 | |
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $15M | +4% | 1.0M | 14.62 | |
| Viacomcbs (PARA) | 0.3 | $15M | +5% | 395k | 37.81 | |
| Ishares Tr Etf (IJH) | 0.3 | $15M | +25% | 55k | 268.33 | |
| Hormel Foods Corporation (HRL) | 0.3 | $15M | +3% | 285k | 51.54 | |
| Applied Materials (AMAT) | 0.3 | $15M | 111k | 131.80 | ||
| Commerce Bancshares (CBSH) | 0.3 | $15M | 204k | 71.59 | ||
| Allstate Corporation (ALL) | 0.3 | $15M | +4% | 106k | 138.51 | |
| Ishares Tr Ietf (IEFA) | 0.3 | $15M | +10% | 210k | 69.51 | |
| Waste Management (WM) | 0.3 | $14M | 90k | 158.50 | ||
| Key (KEY) | 0.3 | $14M | +2% | 639k | 22.38 | |
| Ishares Tr Ietf (IDEV) | 0.3 | $14M | 223k | 63.63 | ||
| At&t (T) | 0.3 | $14M | +2% | 598k | 23.63 | |
| Regions Financial Corporation (RF) | 0.3 | $14M | 616k | 22.26 | ||
| Entergy Corporation (ETR) | 0.3 | $14M | +3% | 117k | 116.75 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $13M | -2% | 159k | 84.31 | |
| Sonoco Products Company (SON) | 0.3 | $13M | 213k | 62.56 | ||
| Fox Corp (FOXA) | 0.3 | $13M | +3% | 321k | 39.45 | |
| Tc Energy Corp (TRP) | 0.3 | $12M | +7% | 215k | 56.42 | |
| Curtiss-Wright (CW) | 0.2 | $12M | 79k | 150.16 | ||
| LKQ Corporation (LKQ) | 0.2 | $12M | +7% | 255k | 45.41 | |
| CSX Corporation (CSX) | 0.2 | $11M | +2% | 301k | 37.45 | |
| Bristol Myers Squibb (BMY) | 0.2 | $11M | 154k | 73.03 | ||
| Quest Diagnostics Incorporated (DGX) | 0.2 | $11M | 82k | 136.86 | ||
| Laboratory Corp. of America Holdings (LH) | 0.2 | $11M | 41k | 263.66 | ||
| Leggett & Platt (LEG) | 0.2 | $11M | +2% | 312k | 34.80 | |
| Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $11M | +3% | 235k | 46.13 | |
| Servicenow (NOW) | 0.2 | $11M | +3% | 19k | 556.87 | |
| Lowe's Companies (LOW) | 0.2 | $11M | -8% | 54k | 202.18 | |
| 3M Company (MMM) | 0.2 | $11M | +4% | 72k | 148.88 | |
| Church & Dwight (CHD) | 0.2 | $11M | +3% | 107k | 99.38 | |
| Ford Motor Company (F) | 0.2 | $11M | +10% | 629k | 16.91 | |
| Cintas Corporation (CTAS) | 0.2 | $10M | 24k | 425.37 | ||
| Zoetis Inc Cl A (ZTS) | 0.2 | $10M | +2% | 54k | 188.60 | |
| CVS Caremark Corporation (CVS) | 0.2 | $10M | 98k | 101.21 | ||
| Canadian Pacific Railway (CP) | 0.2 | $9.7M | +3% | 117k | 82.54 | |
| Fortive (FTV) | 0.2 | $9.6M | +5% | 158k | 60.93 | |
| Schlumberger (SLB) | 0.2 | $9.4M | 228k | 41.31 | ||
| GlaxoSmithKline (GSK) | 0.2 | $9.4M | -33% | 216k | 43.56 | |
| Vanguard Index Fds Etf (VUG) | 0.2 | $9.4M | 33k | 287.61 | ||
| Casey's General Stores (CASY) | 0.2 | $9.2M | +4% | 46k | 198.16 | |
| British American Tobac (BTI) | 0.2 | $8.9M | +8% | 212k | 42.16 | |
| Dentsply Sirona (XRAY) | 0.2 | $8.9M | +6% | 180k | 49.22 | |
| Hillenbrand (HI) | 0.2 | $8.9M | 201k | 44.17 | ||
| Amer (UHAL) | 0.2 | $8.7M | 15k | 596.95 | ||
| International Business Machines (IBM) | 0.2 | $8.6M | 66k | 130.02 | ||
| Ishares Tr Ietf (EFA) | 0.2 | $8.5M | -2% | 115k | 73.60 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $8.3M | +7% | 95k | 87.84 | |
| International Flavors & Fragrances (IFF) | 0.2 | $8.3M | +9% | 63k | 131.33 | |
| Avery Dennison Corporation (AVY) | 0.2 | $8.3M | -7% | 47k | 173.96 | |
| Heartland Financial USA (HTLF) | 0.2 | $8.2M | 171k | 47.83 | ||
| Ishares Tr Etf (IWM) | 0.2 | $8.0M | -9% | 39k | 205.26 | |
| Intuitive Surgical (ISRG) | 0.2 | $8.0M | +3% | 26k | 301.66 | |
| Hasbro (HAS) | 0.2 | $7.3M | +4% | 89k | 81.92 | |
| Sherwin-Williams Company (SHW) | 0.1 | $7.2M | 29k | 249.62 | ||
| Pinnacle West Capital Corporation (PNW) | 0.1 | $7.2M | +25% | 93k | 78.10 | |
| Newmont Mining Corporation (NEM) | 0.1 | $7.1M | 90k | 79.45 | ||
| Chipotle Mexican Grill (CMG) | 0.1 | $7.1M | +5% | 4.5k | 1582.08 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $6.9M | 13.00 | 528923.08 | ||
| Charles River Laboratories (CRL) | 0.1 | $6.8M | +6% | 24k | 283.95 | |
| General Mills (GIS) | 0.1 | $6.4M | 95k | 67.72 | ||
| Edwards Lifesciences (EW) | 0.1 | $6.4M | +2% | 54k | 117.73 | |
| Vanguard Index Fds Etf (VBR) | 0.1 | $6.4M | +6% | 36k | 175.95 | |
| Abbott Laboratories (ABT) | 0.1 | $6.3M | +16% | 53k | 118.37 | |
| Intuit (INTU) | 0.1 | $6.2M | +10% | 13k | 480.83 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $6.2M | -21% | 21k | 298.68 | |
| H&R Block (HRB) | 0.1 | $6.2M | 238k | 26.04 | ||
| Magna Intl Inc cl a (MGA) | 0.1 | $6.2M | +31% | 96k | 64.31 | |
| Trade Desk (TTD) | 0.1 | $6.2M | +6% | 89k | 69.25 | |
| Synopsys (SNPS) | 0.1 | $6.1M | 18k | 333.28 | ||
| Lam Research Corporation (LRCX) | 0.1 | $6.1M | +5% | 11k | 537.64 | |
| Stryker Corporation (SYK) | 0.1 | $5.9M | +5% | 22k | 267.37 | |
| Fifth Third Ban (FITB) | 0.1 | $5.7M | +2% | 133k | 43.04 | |
| Cerner Corporation (CERN) | 0.1 | $5.7M | -3% | 61k | 93.55 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $5.6M | -2% | 30k | 184.99 | |
| Schwab Strategic Tr Etf (SCHA) | 0.1 | $5.6M | +100% | 118k | 47.36 | |
| Paychex (PAYX) | 0.1 | $5.6M | 41k | 136.47 | ||
| Vanguard Index Fds Etf (VOE) | 0.1 | $5.6M | +46% | 37k | 149.66 | |
| S&p Global (SPGI) | 0.1 | $5.5M | +23% | 13k | 410.14 | |
| Lululemon Athletica (LULU) | 0.1 | $5.4M | -15% | 15k | 365.25 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $5.2M | -4% | 117k | 44.77 | |
| Evergy (EVRG) | 0.1 | $5.2M | 76k | 68.33 | ||
| Progressive Corporation (PGR) | 0.1 | $5.1M | +13% | 45k | 114.00 | |
| International Paper Company (IP) | 0.1 | $5.0M | 108k | 46.15 | ||
| Spdr S&p 600 Small Cap Etf Etf (SLY) | 0.1 | $4.9M | 52k | 93.61 | ||
| Health Care SPDR (XLV) | 0.1 | $4.9M | 36k | 137.00 | ||
| Kkr & Co (KKR) | 0.1 | $4.7M | 81k | 58.47 | ||
| Worthington Industries (WOR) | 0.1 | $4.7M | 91k | 51.41 | ||
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $4.6M | -3% | 152k | 30.53 | |
| Fidelity National Information Services (FIS) | 0.1 | $4.5M | +808% | 45k | 100.42 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.5M | 37k | 123.16 | ||
| Bank of America Corporation (BAC) | 0.1 | $4.5M | -7% | 110k | 41.22 | |
| Dimensional Etf Trust Etf (DFAS) | 0.1 | $4.5M | 81k | 56.06 | ||
| Amphenol Corporation (APH) | 0.1 | $4.5M | +2% | 59k | 75.35 | |
| Match Group (MTCH) | 0.1 | $4.4M | -11% | 40k | 108.73 | |
| Intercontinental Exchange (ICE) | 0.1 | $4.3M | +2% | 33k | 132.13 | |
| Estee Lauder Companies (EL) | 0.1 | $4.3M | +2% | 16k | 272.35 | |
| Constellation Brands (STZ) | 0.1 | $4.3M | -20% | 19k | 230.32 | |
| Black Hills Corporation (BKH) | 0.1 | $4.3M | 56k | 77.01 | ||
| Industrial SPDR (XLI) | 0.1 | $4.3M | 41k | 102.98 | ||
| Financial Select Sector SPDR (XLF) | 0.1 | $4.2M | 110k | 38.32 | ||
| Align Technology (ALGN) | 0.1 | $4.1M | +6% | 9.5k | 436.04 | |
| Vanguard Index Fds Etf (VOT) | 0.1 | $4.1M | +6% | 19k | 222.81 | |
| Spdr Ser Tr Etf (SPLG) | 0.1 | $4.1M | 78k | 53.14 | ||
| MasterCard Incorporated (MA) | 0.1 | $4.1M | +14% | 11k | 357.34 | |
| UMB Financial Corporation (UMBF) | 0.1 | $3.9M | 40k | 97.15 | ||
| Nike (NKE) | 0.1 | $3.9M | +7% | 29k | 134.55 | |
| Wisdomtree Tr Etf (DON) | 0.1 | $3.8M | 87k | 44.42 | ||
| Square Inc cl a (SQ) | 0.1 | $3.8M | +40% | 28k | 135.59 | |
| Boeing Company (BA) | 0.1 | $3.7M | 19k | 191.52 | ||
| Middleby Corporation (MIDD) | 0.1 | $3.7M | +2% | 23k | 163.95 | |
| Docusign (DOCU) | 0.1 | $3.7M | +22% | 34k | 107.11 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $3.6M | +100% | 144k | 24.89 | |
| General Electric (GE) | 0.1 | $3.5M | 38k | 91.49 | ||
| Atlassian Corp Plc cl a (TEAM) | 0.1 | $3.5M | +6% | 12k | 293.85 | |
| Msci (MSCI) | 0.1 | $3.5M | +3% | 7.0k | 502.95 | |
| Vanguard Index Fds Etf (VB) | 0.1 | $3.4M | -11% | 16k | 212.53 | |
| California Water Service (CWT) | 0.1 | $3.4M | 57k | 59.28 | ||
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $3.3M | +13% | 355k | 9.39 | |
| Palo Alto Networks (PANW) | 0.1 | $3.3M | NEW | 5.3k | 622.43 | |
| Baxter International (BAX) | 0.1 | $3.2M | -52% | 42k | 77.53 | |
| W.W. Grainger (GWW) | 0.1 | $3.2M | -5% | 6.2k | 515.84 | |
| Corning Incorporated (GLW) | 0.1 | $3.2M | -24% | 86k | 36.91 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $3.2M | 42k | 75.89 | ||
| Exelon Corporation (EXC) | 0.1 | $3.0M | 64k | 47.63 | ||
| Ishares Tr Etf (IJJ) | 0.1 | $3.0M | 28k | 109.65 | ||
| Ishares Tr Etf (IWO) | 0.1 | $3.0M | +2% | 12k | 255.79 | |
| Nextera Energy (NEE) | 0.1 | $2.9M | +22% | 35k | 84.72 | |
| Hess (HES) | 0.1 | $2.9M | -5% | 27k | 107.03 | |
| Genuine Parts Company (GPC) | 0.1 | $2.9M | -2% | 23k | 126.03 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $2.8M | +8% | 19k | 151.49 | |
| Ishares Tr Etf (IWN) | 0.1 | $2.8M | 17k | 161.40 | ||
| Ishares Tr Ietf (IDV) | 0.1 | $2.8M | 88k | 31.75 | ||
| FirstEnergy (FE) | 0.1 | $2.7M | 59k | 45.86 | ||
| iShares Dow Jones US Technology (IYW) | 0.1 | $2.7M | -4% | 26k | 103.03 | |
| Wisdomtree Tr Etf (DES) | 0.1 | $2.6M | 83k | 31.88 | ||
| Oracle Corporation (ORCL) | 0.1 | $2.5M | -7% | 31k | 82.73 | |
| Mondelez Int (MDLZ) | 0.1 | $2.5M | +5% | 40k | 62.78 | |
| Snap Inc cl a (SNAP) | 0.1 | $2.5M | +79% | 70k | 35.98 | |
| STMicroelectronics (STM) | 0.1 | $2.5M | 58k | 43.22 | ||
| Ishares Tr Etf (IUSG) | 0.0 | $2.4M | 23k | 105.64 | ||
| Ishares Tr Etf (IJS) | 0.0 | $2.4M | 23k | 102.38 | ||
| Automatic Data Processing (ADP) | 0.0 | $2.4M | +33% | 10k | 227.57 | |
| Schwab Strategic Tr Etf (SCHX) | 0.0 | $2.4M | +100% | 44k | 53.84 | |
| Illinois Tool Works (ITW) | 0.0 | $2.3M | +33% | 11k | 209.38 | |
| Ishares Tr Etf (IVW) | 0.0 | $2.3M | -9% | 30k | 76.39 | |
| Campbell Soup Company (CPB) | 0.0 | $2.3M | 52k | 44.57 | ||
| Corteva (CTVA) | 0.0 | $2.3M | -2% | 40k | 57.48 | |
| Vanguard Index Fds Etf (VTV) | 0.0 | $2.3M | -2% | 16k | 147.79 | |
| Spdr Index Shs Fds Ietf (CWI) | 0.0 | $2.3M | 83k | 27.52 | ||
| V.F. Corporation (VFC) | 0.0 | $2.3M | -2% | 40k | 56.87 | |
| Shopify Inc cl a (SHOP) | 0.0 | $2.3M | +9% | 3.4k | 675.97 | |
| Invesco Qqq Tr Etf (QQQ) | 0.0 | $2.3M | 6.3k | 362.55 | ||
| Enterprise Financial Services (EFSC) | 0.0 | $2.2M | 46k | 47.30 | ||
| Materials SPDR (XLB) | 0.0 | $2.2M | 25k | 88.16 | ||
| Ishares Tr Etf (IWP) | 0.0 | $2.2M | 22k | 100.48 | ||
| Draftkings Inc Com Cl A (DKNG) | 0.0 | $2.1M | +66% | 110k | 19.47 | |
| Airbnb (ABNB) | 0.0 | $2.1M | +2% | 12k | 171.78 | |
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2022 Q1 filed April 28, 2022
- Financial Counselors 2021 Q4 filed Feb. 10, 2022
- Financial Counselors 2021 Q3 filed Oct. 26, 2021
- Financial Counselors 2021 Q2 filed Aug. 3, 2021
- Financial Counselors 2021 Q1 filed April 29, 2021
- Financial Counselors 2020 Q4 filed Feb. 10, 2021
- Financial Counselors 2020 Q3 filed Nov. 16, 2020
- Financial Counselors 2020 Q2 filed Aug. 7, 2020
- Financial Counselors 2020 Q1 filed April 23, 2020
- Financial Counselors 2019 Q4 filed Jan. 31, 2020
- Financial Counselors 2019 Q3 filed Nov. 8, 2019
- Financial Counselors 2019 Q2 filed Aug. 14, 2019
- Financial Counselors 2019 Q1 filed May 10, 2019
- Financial Counselors 2018 Q4 filed Feb. 1, 2019
- Financial Counselors 2018 Q3 filed Oct. 30, 2018
- Financial Counselors 2018 Q2 filed Aug. 3, 2018