Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VO, MRK, UNH, and represent 14.32% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$20M), HDV (+$15M), PLD (+$9.7M), U Haul Holding Company Ser N (+$7.5M), MSFT (+$6.9M), NVDA (+$5.3M), SCHG, VO, CRM, NKE.
- Started 36 new stock positions in EOG, IX, HP, MCK, SNY, FCX, KTB, AFL, EFV, PXD.
- Reduced shares in these 10 stocks: MDT (-$9.4M), MRK (-$7.8M), VYM (-$6.0M), SCHD (-$5.7M), ADBE, JPM, META, CVX, PEP, Atlassian Corp Plc cl a.
- Sold out of its positions in AEF, BABA, Alleghany Corporation, BKI, Brookfield Asset Management, C, DNP, GPN, PHO, KD. NREF, SPMD, SPSM, XLC, SNAP, ZM, Atlassian Corp Plc cl a.
- Financial Counselors was a net buyer of stock by $70M.
- Financial Counselors has $4.5B in assets under management (AUM), dropping by 9.93%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 502 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Financial Counselors has 502 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors Dec. 31, 2022 positions
- Download the Financial Counselors December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.4 | $197M | 1.5M | 129.93 | ||
Microsoft Corporation (MSFT) | 3.8 | $172M | +4% | 715k | 239.82 | |
Vanguard Index Fds Etf (VO) | 2.9 | $128M | +3% | 628k | 203.81 | |
Merck & Co (MRK) | 1.6 | $71M | -9% | 643k | 110.95 | |
UnitedHealth (UNH) | 1.6 | $71M | +2% | 133k | 530.18 | |
Abbvie (ABBV) | 1.6 | $69M | 429k | 161.61 | ||
Amazon (AMZN) | 1.5 | $68M | +3% | 810k | 84.00 | |
Spdr Ser Tr Etf (SLYV) | 1.4 | $64M | 859k | 74.22 | ||
Pepsi (PEP) | 1.4 | $63M | -5% | 349k | 180.66 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $62M | -6% | 460k | 134.10 | |
Spdr S&p 500 Etf Tr Etf (SPY) | 1.2 | $55M | +6% | 145k | 382.43 | |
Union Pacific Corporation (UNP) | 1.2 | $54M | 258k | 207.07 | ||
Berkshire Hathaway (BRK.B) | 1.2 | $53M | 172k | 308.90 | ||
Alphabet Inc Class A cs (GOOGL) | 1.2 | $53M | +3% | 601k | 88.23 | |
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Procter & Gamble Company (PG) | 1.2 | $52M | 346k | 151.56 | ||
Cisco Systems (CSCO) | 1.2 | $52M | 1.1M | 47.64 | ||
McDonald's Corporation (MCD) | 1.1 | $50M | 191k | 263.53 | ||
Vanguard Index Fds Etf (VOO) | 1.1 | $49M | +71% | 139k | 351.34 | |
Exxon Mobil Corporation (XOM) | 1.0 | $46M | 418k | 110.30 | ||
Visa (V) | 1.0 | $46M | +3% | 221k | 207.76 | |
Chevron Corporation (CVX) | 1.0 | $46M | -7% | 255k | 179.49 | |
Caterpillar (CAT) | 1.0 | $45M | 187k | 239.56 | ||
Wal-Mart Stores (WMT) | 1.0 | $44M | 311k | 141.79 | ||
Raytheon Technologies Corp (RTX) | 1.0 | $43M | 430k | 100.92 | ||
Schwab Strategic Tr Etf (SCHV) | 1.0 | $43M | +4% | 655k | 66.02 | |
Home Depot (HD) | 1.0 | $43M | +2% | 135k | 315.86 | |
Chubb (CB) | 1.0 | $43M | 193k | 220.60 | ||
Ameriprise Financial (AMP) | 1.0 | $43M | 137k | 311.37 | ||
Thermo Fisher Scientific (TMO) | 0.9 | $42M | +2% | 76k | 550.69 | |
Williams Companies (WMB) | 0.9 | $41M | 1.2M | 32.90 | ||
Costco Wholesale Corporation (COST) | 0.9 | $41M | 89k | 456.50 | ||
Alphabet Inc Class C cs (GOOG) | 0.9 | $39M | -6% | 442k | 88.73 | |
Vanguard Tax-managed Fds Ietf (VEA) | 0.9 | $38M | 914k | 41.97 | ||
ConocoPhillips (COP) | 0.8 | $36M | -2% | 306k | 118.00 | |
Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.8 | $35M | +5% | 78k | 442.80 | |
Schwab Strategic Tr Etf (SCHG) | 0.8 | $35M | +16% | 624k | 55.56 | |
Eaton (ETN) | 0.7 | $33M | 213k | 156.95 | ||
Philip Morris International (PM) | 0.7 | $33M | 328k | 101.21 | ||
Broadcom (AVGO) | 0.7 | $33M | 59k | 559.12 | ||
Starbucks Corporation (SBUX) | 0.7 | $33M | 330k | 99.20 | ||
Honeywell International (HON) | 0.7 | $31M | 147k | 214.30 | ||
Verizon Communications (VZ) | 0.7 | $31M | -7% | 791k | 39.40 | |
Johnson & Johnson (JNJ) | 0.7 | $30M | 168k | 176.65 | ||
Pfizer (PFE) | 0.7 | $30M | 576k | 51.24 | ||
NVIDIA Corporation (NVDA) | 0.7 | $29M | +22% | 200k | 146.14 | |
Ishares Ietf (IEMG) | 0.7 | $29M | +13% | 624k | 46.70 | |
Dow (DOW) | 0.6 | $29M | +7% | 573k | 50.39 | |
Danaher Corporation (DHR) | 0.6 | $29M | 108k | 265.42 | ||
Enbridge (ENB) | 0.6 | $27M | 699k | 39.10 | ||
Qualcomm (QCOM) | 0.6 | $27M | +3% | 246k | 109.94 | |
Northrop Grumman Corporation (NOC) | 0.6 | $25M | 47k | 545.62 | ||
Walt Disney Company (DIS) | 0.5 | $24M | +2% | 280k | 86.88 | |
Novartis (NVS) | 0.5 | $24M | 267k | 90.72 | ||
Ishares Tr Etf (IJR) | 0.5 | $24M | +13% | 254k | 94.64 | |
Ishares Tr Etf (IWF) | 0.5 | $24M | -4% | 112k | 214.24 | |
Lockheed Martin Corporation (LMT) | 0.5 | $23M | 48k | 486.48 | ||
salesforce (CRM) | 0.5 | $23M | +21% | 172k | 132.59 | |
Target Corporation (TGT) | 0.5 | $22M | +8% | 146k | 149.04 | |
Emerson Electric (EMR) | 0.5 | $21M | 220k | 96.06 | ||
PNC Financial Services (PNC) | 0.5 | $21M | +2% | 132k | 157.94 | |
American Tower Reit (AMT) | 0.5 | $21M | +5% | 98k | 211.86 | |
Crown Castle Intl (CCI) | 0.5 | $21M | +13% | 152k | 135.64 | |
Vanguard Index Fds Etf (VTI) | 0.4 | $20M | 105k | 191.19 | ||
Eli Lilly & Co. (LLY) | 0.4 | $20M | -2% | 55k | 365.83 | |
Coca-Cola Company (KO) | 0.4 | $20M | 309k | 63.61 | ||
Huntington Bancshares Incorporated (HBAN) | 0.4 | $19M | 1.4M | 14.10 | ||
Tesla Motors (TSLA) | 0.4 | $19M | -4% | 156k | 123.18 | |
Amgen (AMGN) | 0.4 | $19M | 72k | 262.64 | ||
Travelers Companies (TRV) | 0.4 | $19M | 99k | 187.49 | ||
Deere & Company (DE) | 0.4 | $18M | 43k | 428.77 | ||
United Parcel Service (UPS) | 0.4 | $18M | 105k | 173.84 | ||
Ishares Tr Etf (IWD) | 0.4 | $18M | 118k | 151.65 | ||
Ishares Tr Etf (IJH) | 0.4 | $18M | +3% | 74k | 241.88 | |
Digital Realty Trust (DLR) | 0.4 | $18M | +8% | 176k | 100.27 | |
Truist Financial Corp equities (TFC) | 0.4 | $18M | 409k | 43.03 | ||
Southern Company (SO) | 0.4 | $17M | 241k | 71.41 | ||
Duke Energy (DUK) | 0.4 | $17M | 167k | 102.99 | ||
Adobe Systems Incorporated (ADBE) | 0.4 | $17M | -21% | 51k | 336.53 | |
U.S. Bancorp (USB) | 0.4 | $17M | 392k | 43.61 | ||
Intel Corporation (INTC) | 0.4 | $17M | -6% | 640k | 26.43 | |
Booking Holdings (BKNG) | 0.4 | $17M | 8.4k | 2015.33 | ||
Ishares Tr Etf (IVV) | 0.4 | $17M | +11% | 44k | 384.21 | |
Ecolab (ECL) | 0.4 | $16M | 112k | 145.56 | ||
Spdr Ser Tr Etf (SDY) | 0.4 | $16M | -3% | 130k | 125.11 | |
Paypal Holdings (PYPL) | 0.4 | $16M | 228k | 71.22 | ||
Te Connectivity Ltd for (TEL) | 0.4 | $16M | 140k | 114.80 | ||
Commerce Bancshares (CBSH) | 0.4 | $16M | +2% | 232k | 68.07 | |
Ishares Tr Etf (HDV) | 0.3 | $16M | +4386% | 149k | 104.24 | |
Medtronic (MDT) | 0.3 | $15M | -38% | 194k | 77.72 | |
Allstate Corporation (ALL) | 0.3 | $15M | 111k | 135.60 | ||
LKQ Corporation (LKQ) | 0.3 | $15M | 279k | 53.41 | ||
Waste Management (WM) | 0.3 | $15M | 94k | 156.88 | ||
Schwab Strategic Tr Etf (SCHD) | 0.3 | $15M | -28% | 195k | 75.54 | |
Charles Schwab Corporation (SCHW) | 0.3 | $15M | 174k | 83.26 | ||
Prudential Financial (PRU) | 0.3 | $14M | 140k | 99.46 | ||
Hormel Foods Corporation (HRL) | 0.3 | $14M | +3% | 302k | 45.55 | |
Regions Financial Corporation (RF) | 0.3 | $14M | 626k | 21.56 | ||
Quest Diagnostics Incorporated (DGX) | 0.3 | $13M | 86k | 156.44 | ||
Curtiss-Wright (CW) | 0.3 | $13M | 80k | 166.99 | ||
Ishares Tr Ietf (IEFA) | 0.3 | $13M | 215k | 61.64 | ||
Entergy Corporation (ETR) | 0.3 | $13M | 117k | 112.50 | ||
Sonoco Products Company (SON) | 0.3 | $13M | 213k | 60.71 | ||
Technology SPDR (XLK) | 0.3 | $13M | 102k | 124.44 | ||
Dominion Resources (D) | 0.3 | $12M | -9% | 201k | 61.32 | |
Ishares Tr Ietf (IDEV) | 0.3 | $12M | -2% | 218k | 55.98 | |
Schlumberger (SLB) | 0.3 | $12M | -2% | 225k | 53.46 | |
Key (KEY) | 0.3 | $12M | 673k | 17.42 | ||
Applied Materials (AMAT) | 0.3 | $12M | 119k | 97.38 | ||
Bristol Myers Squibb (BMY) | 0.3 | $11M | 156k | 71.95 | ||
Vanguard Intl Equity Index F Ietf (VWO) | 0.3 | $11M | +2% | 286k | 38.98 | |
Laboratory Corp. of America Holdings (LH) | 0.2 | $11M | 47k | 235.48 | ||
Cintas Corporation (CTAS) | 0.2 | $11M | 25k | 451.62 | ||
Casey's General Stores (CASY) | 0.2 | $11M | 49k | 224.35 | ||
Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $10M | 99k | 104.52 | ||
Fortive (FTV) | 0.2 | $10M | 161k | 64.25 | ||
Leggett & Platt (LEG) | 0.2 | $10M | +2% | 318k | 32.23 | |
CSX Corporation (CSX) | 0.2 | $10M | 331k | 30.98 | ||
Fox Corp (FOXA) | 0.2 | $10M | 333k | 30.37 | ||
Facebook Inc cl a (META) | 0.2 | $9.8M | -30% | 81k | 120.33 | |
Prologis (PLD) | 0.2 | $9.7M | NEW | 86k | 112.73 | |
Lowe's Companies (LOW) | 0.2 | $9.6M | 48k | 199.23 | ||
Servicenow (NOW) | 0.2 | $9.3M | +8% | 24k | 388.28 | |
Church & Dwight (CHD) | 0.2 | $9.3M | 115k | 80.61 | ||
International Business Machines (IBM) | 0.2 | $9.3M | 66k | 140.89 | ||
CVS Caremark Corporation (CVS) | 0.2 | $9.3M | 100k | 93.19 | ||
Fifth Third Ban (FITB) | 0.2 | $9.1M | +32% | 278k | 32.81 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $9.1M | 119k | 76.04 | ||
Zoetis Inc Cl A (ZTS) | 0.2 | $9.0M | +3% | 61k | 146.55 | |
Ishares Tr Ietf (EFA) | 0.2 | $9.0M | +11% | 137k | 65.64 | |
Avery Dennison Corporation (AVY) | 0.2 | $9.0M | 50k | 181.01 | ||
Canadian Pacific Railway (CP) | 0.2 | $8.9M | 119k | 74.59 | ||
Tc Energy Corp (TRP) | 0.2 | $8.8M | -13% | 221k | 39.86 | |
Hillenbrand (HI) | 0.2 | $8.8M | 205k | 42.67 | ||
Intuitive Surgical (ISRG) | 0.2 | $8.7M | -3% | 33k | 265.36 | |
British American Tobac (BTI) | 0.2 | $8.6M | -2% | 215k | 39.98 | |
Air Products & Chemicals (APD) | 0.2 | $8.5M | 28k | 308.26 | ||
Nike (NKE) | 0.2 | $8.1M | +99% | 69k | 117.01 | |
Vanguard Index Fds Etf (VUG) | 0.2 | $7.9M | +7% | 37k | 213.10 | |
Ford Motor Company (F) | 0.2 | $7.9M | 678k | 11.63 | ||
3M Company (MMM) | 0.2 | $7.7M | -10% | 64k | 119.92 | |
Viacomcbs (PARA) | 0.2 | $7.5M | +9% | 445k | 16.88 | |
U Haul Holding Company Ser N | 0.2 | $7.5M | NEW | 137k | 54.98 | |
Ishares Tr Etf (IWM) | 0.2 | $7.4M | +13% | 43k | 174.35 | |
General Mills (GIS) | 0.2 | $7.4M | -2% | 89k | 83.85 | |
Heartland Financial USA (HTLF) | 0.2 | $7.4M | -7% | 159k | 46.62 | |
H&R Block (HRB) | 0.2 | $7.3M | -2% | 201k | 36.51 | |
Intuit (INTU) | 0.2 | $7.2M | +10% | 19k | 389.24 | |
International Flavors & Fragrances (IFF) | 0.1 | $6.6M | -3% | 63k | 104.85 | |
Schwab Strategic Tr Etf (SCHA) | 0.1 | $6.6M | +37% | 163k | 40.51 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $6.6M | +3% | 79k | 82.89 | |
Progressive Corporation (PGR) | 0.1 | $6.6M | 51k | 129.70 | ||
Vanguard Index Fds Etf (VBR) | 0.1 | $6.4M | 40k | 158.80 | ||
Dentsply Sirona (XRAY) | 0.1 | $6.2M | 195k | 31.84 | ||
Abbott Laboratories (ABT) | 0.1 | $6.2M | +4% | 56k | 109.78 | |
Old Dominion Freight Line (ODFL) | 0.1 | $6.1M | +3% | 22k | 283.77 | |
Sherwin-Williams Company (SHW) | 0.1 | $5.9M | 25k | 237.32 | ||
Magna Intl Inc cl a (MGA) | 0.1 | $5.9M | 104k | 56.18 | ||
Vanguard Index Fds Etf (VOE) | 0.1 | $5.8M | 43k | 135.24 | ||
Charles River Laboratories (CRL) | 0.1 | $5.7M | -4% | 26k | 217.91 | |
Stryker Corporation (SYK) | 0.1 | $5.7M | 24k | 244.51 | ||
Berkshire Hathaway (BRK.A) | 0.1 | $5.6M | 12.00 | 468750.00 | ||
Chipotle Mexican Grill (CMG) | 0.1 | $5.6M | -9% | 4.0k | 1387.61 | |
GSK (GSK) | 0.1 | $5.6M | 159k | 35.14 | ||
Netflix (NFLX) | 0.1 | $5.5M | -13% | 19k | 294.88 | |
Synopsys (SNPS) | 0.1 | $5.4M | +10% | 17k | 319.32 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $5.2M | 38k | 135.75 | ||
Amphenol Corporation (APH) | 0.1 | $5.2M | 68k | 76.14 | ||
Lululemon Athletica (LULU) | 0.1 | $5.1M | +3% | 16k | 320.36 | |
Hasbro (HAS) | 0.1 | $4.9M | -15% | 81k | 61.01 | |
Vanguard Index Fds Etf (VOT) | 0.1 | $4.9M | +10% | 27k | 179.75 | |
Evergy (EVRG) | 0.1 | $4.7M | -8% | 75k | 62.93 | |
Paychex (PAYX) | 0.1 | $4.7M | 41k | 115.55 | ||
Health Care SPDR (XLV) | 0.1 | $4.6M | -3% | 34k | 135.85 | |
MasterCard Incorporated (MA) | 0.1 | $4.6M | 13k | 347.70 | ||
Constellation Brands (STZ) | 0.1 | $4.6M | 20k | 231.75 | ||
Mondelez Int (MDLZ) | 0.1 | $4.6M | 69k | 66.66 | ||
Worthington Industries (WOR) | 0.1 | $4.5M | 90k | 49.71 | ||
Nextera Energy (NEE) | 0.1 | $4.4M | +9% | 53k | 83.59 | |
Vanguard Whitehall Fds Etf (VYM) | 0.1 | $4.4M | -57% | 41k | 108.21 | |
Estee Lauder Companies (EL) | 0.1 | $4.3M | 17k | 248.09 | ||
Spdr S&p 600 Small Cap Etf Etf (SLY) | 0.1 | $4.3M | 52k | 82.21 | ||
Fidelity National Information Services (FIS) | 0.1 | $4.3M | 63k | 67.86 | ||
Walgreen Boots Alliance (WBA) | 0.1 | $4.2M | 112k | 37.36 | ||
Dimensional Etf Trust Etf (DFAS) | 0.1 | $4.2M | 82k | 51.15 | ||
Edwards Lifesciences (EW) | 0.1 | $4.1M | -3% | 55k | 74.62 | |
Newmont Mining Corporation (NEM) | 0.1 | $4.1M | 87k | 47.20 | ||
Lincoln Electric Holdings (LECO) | 0.1 | $4.1M | +326% | 28k | 144.49 | |
Lam Research Corporation (LRCX) | 0.1 | $4.1M | -20% | 9.7k | 420.33 | |
Vanguard Index Fds Etf (VB) | 0.1 | $4.0M | -2% | 22k | 183.55 | |
Industrial SPDR (XLI) | 0.1 | $3.9M | 40k | 98.20 | ||
Black Hills Corporation (BKH) | 0.1 | $3.9M | 55k | 70.34 | ||
Genuine Parts Company (GPC) | 0.1 | $3.8M | 22k | 173.52 | ||
Boeing Company (BA) | 0.1 | $3.8M | +3% | 20k | 190.48 | |
Kkr & Co (KKR) | 0.1 | $3.8M | 81k | 46.42 | ||
Financial Select Sector SPDR (XLF) | 0.1 | $3.7M | -10% | 109k | 34.20 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $3.7M | 29k | 129.17 | ||
International Paper Company (IP) | 0.1 | $3.7M | 106k | 34.63 | ||
Copart (CPRT) | 0.1 | $3.6M | NEW | 60k | 60.90 | |
Bank of America Corporation (BAC) | 0.1 | $3.6M | +4% | 109k | 33.12 | |
Spdr Ser Tr Etf (SPLG) | 0.1 | $3.6M | +2% | 79k | 44.98 | |
Wisdomtree Tr Etf (DON) | 0.1 | $3.5M | -2% | 84k | 41.15 | |
California Water Service (CWT) | 0.1 | $3.4M | 57k | 60.65 | ||
Hess (HES) | 0.1 | $3.4M | -4% | 24k | 141.83 | |
Palo Alto Networks (PANW) | 0.1 | $3.4M | -16% | 24k | 139.53 | |
Trade Desk (TTD) | 0.1 | $3.3M | -3% | 74k | 44.83 | |
Monolithic Power Systems (MPWR) | 0.1 | $3.3M | +37% | 9.4k | 353.62 | |
Asml Holding (ASML) | 0.1 | $3.3M | NEW | 6.1k | 546.44 | |
Msci (MSCI) | 0.1 | $3.3M | 7.1k | 465.11 | ||
UMB Financial Corporation (UMBF) | 0.1 | $3.3M | 39k | 83.52 | ||
Vanguard Index Fds Etf (VTV) | 0.1 | $3.3M | 23k | 140.37 | ||
General Electric (GE) | 0.1 | $3.1M | 37k | 83.79 | ||
Ishares Tr Etf (IJJ) | 0.1 | $3.1M | +6% | 31k | 100.80 | |
Automatic Data Processing (ADP) | 0.1 | $3.1M | +5% | 13k | 238.86 | |
Ishares Tr Etf (IWN) | 0.1 | $3.1M | +7% | 22k | 138.68 | |
Ishares Tr Etf (IWO) | 0.1 | $3.1M | +11% | 14k | 214.51 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $3.0M | -2% | 41k | 74.54 | |
Dex (DXCM) | 0.1 | $3.0M | +946% | 27k | 113.23 | |
Illinois Tool Works (ITW) | 0.1 | $3.0M | +4% | 14k | 220.33 | |
S&p Global (SPGI) | 0.1 | $3.0M | -10% | 8.9k | 334.95 | |
Altria (MO) | 0.1 | $2.9M | 64k | 45.72 | ||
Campbell Soup Company (CPB) | 0.1 | $2.8M | 49k | 56.74 | ||
Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $2.8M | 144k | 19.29 | ||
Align Technology (ALGN) | 0.1 | $2.8M | -2% | 13k | 210.90 | |
Exelon Corporation (EXC) | 0.1 | $2.8M | -2% | 64k | 43.22 | |
Corning Incorporated (GLW) | 0.1 | $2.7M | 83k | 31.94 | ||
Middleby Corporation (MIDD) | 0.1 | $2.6M | -16% | 20k | 133.90 | |
Oracle Corporation (ORCL) | 0.1 | $2.5M | -3% | 30k | 81.75 | |
FirstEnergy (FE) | 0.1 | $2.4M | 58k | 41.94 | ||
Wisdomtree Tr Etf (DES) | 0.1 | $2.4M | 85k | 28.44 | ||
Ishares Tr Ietf (IDV) | 0.1 | $2.4M | 88k | 27.16 | ||
Norfolk Southern (NSC) | 0.1 | $2.4M | 9.6k | 246.38 | ||
Square Inc cl a (SQ) | 0.1 | $2.3M | +21% | 37k | 62.83 | |
TJX Companies (TJX) | 0.1 | $2.3M | +2% | 29k | 79.61 | |
Corteva (CTVA) | 0.1 | $2.3M | 39k | 58.79 | ||
At&t (T) | 0.1 | $2.3M | -5% | 122k | 18.41 | |
Ishares Tr Etf (IVE) | 0.1 | $2.2M | +129% | 16k | 145.06 | |
Dimensional Etf Trust Etf (DFAC) | 0.1 | $2.2M | 92k | 24.29 | ||
Baxter International (BAX) | 0.1 | $2.2M | +8% | 44k | 50.97 | |
Enterprise Financial Services (EFSC) | 0.0 | $2.2M | 45k | 48.96 | ||
Invesco Qqq Tr Etf (QQQ) | 0.0 | $2.2M | -13% | 8.1k | 266.29 | |
Ishares Tr Etf (IVW) | 0.0 | $2.1M | +45% | 37k | 58.50 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $2.1M | 143k | 14.99 | ||
BlackRock (BLK) | 0.0 | $2.1M | -3% | 2.9k | 708.70 | |
Ishares Tr Etf (IJS) | 0.0 | $2.1M | 23k | 91.32 | ||
Datadog Inc Cl A (DDOG) | 0.0 | $2.1M | -4% | 28k | 73.51 | |
STMicroelectronics (STM) | 0.0 | $2.0M | 57k | 35.57 | ||
Schwab Strategic Tr Etf (SCHX) | 0.0 | $2.0M | +2% | 45k | 45.14 | |
Spdr Index Shs Fds Ietf (CWI) | 0.0 | $2.0M | 82k | 24.06 | ||
Boston Beer Company (SAM) | 0.0 | $1.9M | -3% | 5.8k | 329.56 | |
Accenture (ACN) | 0.0 | $1.9M | +2% | 7.2k | 266.86 |
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2022 Q4 filed Feb. 14, 2023
- Financial Counselors 2022 Q3 filed Nov. 1, 2022
- Financial Counselors 2022 Q2 filed Aug. 2, 2022
- 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