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 17.09% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: DFAS (+$81M), BIV (+$33M), MMIT (+$16M), SCHD (+$12M), VOO (+$11M), SPY (+$9.3M), VO (+$7.3M), VEA (+$5.9M), VTI (+$5.6M), VTES.
- Started 31 new stock positions in DFAE, EZM, IEI, DFAU, DFAI, DG, POOL, OIA, PHO, MTB.
- Reduced shares in these 10 stocks: SLYV (-$75M), PSK (-$18M), FOXA (-$5.9M), PYPL (-$5.2M), AAPL, DXCM, MSFT, CAT, SCHR, MIDD.
- Sold out of its positions in Activision Blizzard, Canopy Gro, EOG, FNF, Hostess Brands, MIDD, NDAQ, PIM, SJM, SQM. TMUS, UNM, VOD, WEC, YUMC, ICLR.
- Financial Counselors was a net buyer of stock by $80M.
- Financial Counselors has $5.6B in assets under management (AUM), dropping by 12.00%.
- Central Index Key (CIK): 0000949623
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Financial Counselors holds 569 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Financial Counselors has 569 total positions. Only the first 250 positions are shown.
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- Download the Financial Counselors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 5.0 | $282M | 1.5M | 192.53 |
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Microsoft Corporation (MSFT) | 4.7 | $265M | 704k | 376.04 |
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Vanguard Index Fds Eetf (VO) | 3.2 | $179M | +4% | 768k | 232.64 |
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Amazon (AMZN) | 2.4 | $136M | 892k | 151.94 |
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Alphabet Inc Class A cs (GOOGL) | 1.7 | $97M | 697k | 139.69 |
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NVIDIA Corporation (NVDA) | 1.6 | $90M | 181k | 495.22 |
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Dimensional Etf Trust Eetf (DFAS) | 1.5 | $87M | +1590% | 1.5M | 59.62 |
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JPMorgan Chase & Co. (JPM) | 1.4 | $81M | 475k | 170.10 |
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UnitedHealth (UNH) | 1.4 | $76M | 145k | 526.47 |
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Spdr S&p 500 Etf Tr Eetf (SPY) | 1.3 | $76M | +14% | 159k | 475.31 |
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Abbvie (ABBV) | 1.2 | $67M | 432k | 154.97 |
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Merck & Co (MRK) | 1.2 | $66M | 601k | 109.02 |
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Broadcom (AVGO) | 1.2 | $65M | 58k | 1116.25 |
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Alphabet Inc Class C cs (GOOG) | 1.1 | $63M | 448k | 140.93 |
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Union Pacific Corporation (UNP) | 1.1 | $63M | 255k | 245.62 |
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Berkshire Hathaway (BRK.B) | 1.1 | $61M | 171k | 356.66 |
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Visa (V) | 1.1 | $60M | 230k | 260.35 |
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Costco Wholesale Corporation (COST) | 1.0 | $58M | 88k | 660.08 |
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Vanguard Tax-managed Fds Ietf (VEA) | 1.0 | $58M | +11% | 1.2M | 47.90 |
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Pepsi (PEP) | 1.0 | $58M | 342k | 169.84 |
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Vanguard Bd Index Fds Fetf (BIV) | 1.0 | $56M | +138% | 735k | 76.38 |
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Cisco Systems (CSCO) | 1.0 | $56M | 1.1M | 50.52 |
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McDonald's Corporation (MCD) | 1.0 | $54M | 182k | 296.51 |
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Procter & Gamble Company (PG) | 0.9 | $51M | 345k | 146.54 |
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Vanguard Index Fds Aetf (VNQ) | 0.9 | $50M | +3% | 571k | 88.36 |
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Caterpillar (CAT) | 0.9 | $50M | -6% | 169k | 295.67 |
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Ameriprise Financial (AMP) | 0.9 | $49M | 130k | 379.83 |
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Wal-Mart Stores (WMT) | 0.9 | $49M | 313k | 157.65 |
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Vanguard Index Fds Eetf (VOO) | 0.9 | $49M | +28% | 112k | 436.80 |
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Eaton (ETN) | 0.9 | $48M | 201k | 240.82 |
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Home Depot (HD) | 0.9 | $48M | 138k | 346.55 |
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salesforce (CRM) | 0.8 | $47M | 179k | 263.14 |
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Schwab Strategic Tr Eetf (SCHG) | 0.8 | $46M | +4% | 551k | 82.96 |
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Schwab Strategic Tr Eetf (SCHV) | 0.8 | $46M | +6% | 650k | 70.10 |
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Tesla Motors (TSLA) | 0.8 | $45M | -3% | 179k | 248.48 |
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Chubb (CB) | 0.8 | $44M | 194k | 226.00 |
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Williams Companies (WMB) | 0.8 | $44M | 1.3M | 34.83 |
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Thermo Fisher Scientific (TMO) | 0.8 | $42M | 79k | 530.79 |
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Chevron Corporation (CVX) | 0.8 | $42M | +2% | 282k | 149.16 |
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Ishares Ietf (IEMG) | 0.7 | $41M | +3% | 815k | 50.58 |
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Exxon Mobil Corporation (XOM) | 0.7 | $41M | +2% | 406k | 99.98 |
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Ishares Tr Eetf (IWF) | 0.7 | $37M | +4% | 120k | 303.17 |
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Qualcomm (QCOM) | 0.6 | $36M | 250k | 144.63 |
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Raytheon Technologies Corp (RTX) | 0.6 | $36M | +2% | 427k | 84.14 |
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Facebook Inc cl a (META) | 0.6 | $35M | +2% | 99k | 353.96 |
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Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.6 | $35M | -2% | 68k | 507.38 |
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Adobe Systems Incorporated (ADBE) | 0.6 | $34M | 57k | 596.60 |
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Vanguard Index Fds Eetf (VTI) | 0.6 | $34M | +19% | 141k | 237.22 |
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ConocoPhillips (COP) | 0.6 | $33M | 282k | 116.07 |
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Starbucks Corporation (SBUX) | 0.6 | $32M | 333k | 96.01 |
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Booking Holdings (BKNG) | 0.6 | $31M | 8.8k | 3547.22 |
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Verizon Communications (VZ) | 0.6 | $31M | -2% | 826k | 37.70 |
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Honeywell International (HON) | 0.6 | $31M | 148k | 209.71 |
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Eli Lilly & Co. (LLY) | 0.5 | $30M | +8% | 52k | 582.92 |
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Dow (DOW) | 0.5 | $30M | -4% | 552k | 54.84 |
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Philip Morris International (PM) | 0.5 | $29M | 312k | 94.08 |
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Northrop Grumman Corporation (NOC) | 0.5 | $29M | 61k | 468.14 |
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Walt Disney Company (DIS) | 0.5 | $28M | 311k | 90.29 |
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Ishares Tr Ietf (IEFA) | 0.5 | $27M | +8% | 378k | 70.35 |
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Novartis (NVS) | 0.5 | $26M | 259k | 100.97 |
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Danaher Corporation (DHR) | 0.5 | $26M | 112k | 231.34 |
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Enbridge (ENB) | 0.5 | $25M | 702k | 36.02 |
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Johnson & Johnson (JNJ) | 0.4 | $25M | -4% | 160k | 156.74 |
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Ishares Tr Eetf (IJR) | 0.4 | $25M | -2% | 230k | 108.25 |
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Schwab Strategic Tr Fetf (SCHO) | 0.4 | $24M | +8% | 504k | 48.45 |
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Ecolab (ECL) | 0.4 | $24M | 120k | 198.35 |
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Spdr Ser Tr Aetf (PSK) | 0.4 | $23M | -44% | 677k | 33.52 |
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Ishares Tr Eetf (IVV) | 0.4 | $22M | +6% | 47k | 477.63 |
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Digital Realty Trust (DLR) | 0.4 | $22M | -3% | 163k | 134.58 |
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Emerson Electric (EMR) | 0.4 | $21M | 220k | 97.33 |
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Paypal Holdings (PYPL) | 0.4 | $21M | -19% | 349k | 61.41 |
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Te Connectivity Ltd for (TEL) | 0.4 | $21M | 148k | 140.50 |
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Schwab Strategic Tr Eetf (SCHD) | 0.4 | $21M | +125% | 271k | 76.13 |
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Amgen (AMGN) | 0.4 | $21M | -3% | 71k | 288.02 |
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PNC Financial Services (PNC) | 0.4 | $20M | +3% | 130k | 154.85 |
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American Tower Reit (AMT) | 0.4 | $20M | -5% | 93k | 215.88 |
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Target Corporation (TGT) | 0.4 | $20M | 140k | 142.42 |
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Ishares Tr Eetf (IWD) | 0.4 | $20M | +4% | 120k | 165.25 |
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Lockheed Martin Corporation (LMT) | 0.4 | $20M | 44k | 453.24 |
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Ishares Tr Eetf (IJH) | 0.3 | $19M | 70k | 277.15 |
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Indexiq Active Etf Tr Fetf (MMIT) | 0.3 | $19M | +441% | 781k | 24.56 |
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Applied Materials (AMAT) | 0.3 | $19M | 118k | 162.07 |
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Travelers Companies (TRV) | 0.3 | $19M | +2% | 99k | 190.49 |
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Schwab Strategic Tr Fetf (SCHR) | 0.3 | $19M | -12% | 373k | 49.72 |
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Coca-Cola Company (KO) | 0.3 | $18M | 311k | 58.93 |
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Huntington Bancshares Incorporated (HBAN) | 0.3 | $18M | -5% | 1.4M | 12.72 |
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Charles Schwab Corporation (SCHW) | 0.3 | $18M | +3% | 262k | 68.80 |
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Deere & Company (DE) | 0.3 | $18M | +3% | 44k | 399.87 |
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Crown Castle Intl (CCI) | 0.3 | $17M | -7% | 151k | 115.19 |
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Technology SPDR (XLK) | 0.3 | $17M | 89k | 192.48 |
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U.S. Bancorp (USB) | 0.3 | $17M | 397k | 43.28 |
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Southern Company (SO) | 0.3 | $17M | 242k | 70.12 |
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Waste Management (WM) | 0.3 | $17M | 94k | 179.10 |
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Servicenow (NOW) | 0.3 | $16M | +6% | 23k | 706.49 |
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United Parcel Service (UPS) | 0.3 | $16M | 104k | 157.23 |
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Entergy Corporation (ETR) | 0.3 | $16M | +28% | 159k | 101.19 |
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Medtronic (MDT) | 0.3 | $16M | -6% | 195k | 82.38 |
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Duke Energy (DUK) | 0.3 | $16M | -2% | 159k | 97.04 |
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Spdr Ser Tr Eetf (SDY) | 0.3 | $15M | -2% | 123k | 124.97 |
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Allstate Corporation (ALL) | 0.3 | $15M | -2% | 107k | 139.98 |
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Pfizer (PFE) | 0.3 | $15M | -7% | 520k | 28.79 |
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Cintas Corporation (CTAS) | 0.3 | $14M | 24k | 602.66 |
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Prudential Financial (PRU) | 0.3 | $14M | 136k | 103.71 |
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Curtiss-Wright (CW) | 0.3 | $14M | 63k | 222.79 |
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Truist Financial Corp equities (TFC) | 0.2 | $14M | -13% | 379k | 36.92 |
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Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $14M | 107k | 127.91 |
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LKQ Corporation (LKQ) | 0.2 | $13M | 275k | 47.79 |
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Casey's General Stores (CASY) | 0.2 | $13M | 47k | 274.74 |
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Ishares Tr Ietf (EFA) | 0.2 | $13M | +18% | 173k | 75.35 |
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Prologis (PLD) | 0.2 | $13M | -3% | 97k | 133.30 |
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Intuitive Surgical (ISRG) | 0.2 | $13M | +2% | 37k | 337.36 |
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Schlumberger (SLB) | 0.2 | $13M | 241k | 52.04 |
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J P Morgan Exchange Traded F Aetf (JEPI) | 0.2 | $13M | -8% | 227k | 54.98 |
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Zoetis Inc Cl A (ZTS) | 0.2 | $12M | 63k | 197.37 |
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Pinnacle West Capital Corporation (PNW) | 0.2 | $12M | +37% | 173k | 71.84 |
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Intel Corporation (INTC) | 0.2 | $12M | 245k | 50.25 |
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Regions Financial Corporation (RF) | 0.2 | $12M | 633k | 19.38 |
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Fortive (FTV) | 0.2 | $12M | 166k | 73.63 |
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Sonoco Products Company (SON) | 0.2 | $12M | 215k | 55.87 |
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Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $12M | +4% | 290k | 41.10 |
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Church & Dwight (CHD) | 0.2 | $12M | 126k | 94.56 |
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Synopsys (SNPS) | 0.2 | $12M | +7% | 23k | 514.91 |
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CSX Corporation (CSX) | 0.2 | $12M | 341k | 34.67 |
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Laboratory Corp. of America Holdings (LH) | 0.2 | $11M | 50k | 227.29 |
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Intuit (INTU) | 0.2 | $11M | +2% | 18k | 625.03 |
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Canadian Pacific Kansas City (CP) | 0.2 | $11M | +10% | 142k | 79.06 |
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Vanguard Index Fds Eetf (VUG) | 0.2 | $11M | 36k | 310.88 |
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Quest Diagnostics Incorporated (DGX) | 0.2 | $11M | 81k | 137.88 |
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Netflix (NFLX) | 0.2 | $11M | +18% | 23k | 486.88 |
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Stryker Corporation (SYK) | 0.2 | $11M | +7% | 35k | 299.46 |
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Lowe's Companies (LOW) | 0.2 | $10M | 47k | 222.55 |
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Hillenbrand (HI) | 0.2 | $10M | +4% | 218k | 47.85 |
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Magna Intl Inc cl a (MGA) | 0.2 | $10M | 176k | 59.08 |
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Avery Dennison Corporation (AVY) | 0.2 | $10M | 50k | 202.16 |
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International Business Machines (IBM) | 0.2 | $10M | 62k | 163.55 |
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U Haul Holding Company Ser N (UHAL.B) | 0.2 | $10M | 142k | 70.44 |
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Fifth Third Ban (FITB) | 0.2 | $9.8M | -8% | 285k | 34.49 |
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Viacomcbs (PARA) | 0.2 | $9.8M | +20% | 663k | 14.79 |
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Hormel Foods Corporation (HRL) | 0.2 | $9.7M | -2% | 303k | 32.11 |
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Chipotle Mexican Grill (CMG) | 0.2 | $9.6M | 4.2k | 2286.96 |
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H&R Block (HRB) | 0.2 | $9.5M | 196k | 48.37 |
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Ford Motor Company (F) | 0.2 | $9.2M | 756k | 12.19 |
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Commerce Bancshares (CBSH) | 0.2 | $9.0M | +3% | 168k | 53.41 |
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Dominion Resources (D) | 0.2 | $8.9M | -12% | 190k | 47.00 |
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Ishares Tr Eetf (IWM) | 0.1 | $8.4M | +8% | 42k | 200.71 |
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Air Products & Chemicals (APD) | 0.1 | $8.3M | 30k | 273.80 |
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Lululemon Athletica (LULU) | 0.1 | $8.3M | -3% | 16k | 511.29 |
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Lam Research Corporation (LRCX) | 0.1 | $8.3M | 11k | 783.26 |
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Tc Energy Corp (TRP) | 0.1 | $8.1M | -9% | 207k | 39.09 |
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Palo Alto Networks (PANW) | 0.1 | $7.8M | -6% | 26k | 294.88 |
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Schwab Strategic Tr Eetf (SCHA) | 0.1 | $7.7M | 163k | 47.24 |
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Bristol Myers Squibb (BMY) | 0.1 | $7.6M | -2% | 149k | 51.31 |
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CVS Caremark Corporation (CVS) | 0.1 | $7.5M | 95k | 78.96 |
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Dentsply Sirona (XRAY) | 0.1 | $7.5M | -3% | 210k | 35.59 |
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3M Company (MMM) | 0.1 | $7.4M | -4% | 68k | 109.32 |
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Progressive Corporation (PGR) | 0.1 | $7.3M | 46k | 159.28 |
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Vanguard Index Fds Eetf (VBR) | 0.1 | $7.2M | -5% | 40k | 179.97 |
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Sherwin-Williams Company (SHW) | 0.1 | $7.2M | +2% | 23k | 311.90 |
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Corning Incorporated (GLW) | 0.1 | $6.8M | -6% | 222k | 30.45 |
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Kkr & Co (KKR) | 0.1 | $6.7M | 81k | 82.85 |
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Vanguard Index Fds Eetf (VOE) | 0.1 | $6.7M | 46k | 145.01 |
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International Flavors & Fragrances (IFF) | 0.1 | $6.7M | -3% | 82k | 80.97 |
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Old Dominion Freight Line (ODFL) | 0.1 | $6.4M | -3% | 16k | 405.33 |
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Copart (CPRT) | 0.1 | $6.3M | +3% | 130k | 49.00 |
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Spdr Ser Tr Eetf (SLYV) | 0.1 | $6.3M | -92% | 76k | 83.31 |
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Ishares Gold Tr Aetf (IAU) | 0.1 | $6.3M | 161k | 39.03 |
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Accenture (ACN) | 0.1 | $6.2M | +3% | 18k | 350.91 |
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Vanguard Index Fds Eetf (VOT) | 0.1 | $6.1M | +7% | 28k | 219.57 |
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Asml Holding (ASML) | 0.1 | $6.0M | -6% | 7.9k | 756.92 |
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Constellation Brands (STZ) | 0.1 | $5.9M | -10% | 24k | 241.75 |
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McCormick & Company, Incorporated (MKC) | 0.1 | $5.8M | +3% | 86k | 68.42 |
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Abbott Laboratories (ABT) | 0.1 | $5.8M | 53k | 110.07 |
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Vanguard Index Fds Eetf (VB) | 0.1 | $5.8M | +27% | 27k | 213.33 |
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Amphenol Corporation (APH) | 0.1 | $5.8M | -3% | 59k | 99.13 |
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GSK (GSK) | 0.1 | $5.7M | +2% | 153k | 37.06 |
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Lincoln Electric Holdings (LECO) | 0.1 | $5.7M | 26k | 217.46 |
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Monolithic Power Systems (MPWR) | 0.1 | $5.5M | 8.7k | 630.78 |
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Berkshire Hathaway (BRK.A) | 0.1 | $5.4M | -16% | 10.00 | 542625.00 |
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British American Tobac (BTI) | 0.1 | $5.4M | -10% | 185k | 29.29 |
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Dimensional Etf Trust Ietf (DFEM) | 0.1 | $5.4M | +160% | 215k | 24.96 |
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Hasbro (HAS) | 0.1 | $5.1M | -14% | 100k | 51.06 |
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Charles River Laboratories (CRL) | 0.1 | $5.0M | -6% | 21k | 236.40 |
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Trade Desk (TTD) | 0.1 | $5.0M | +11% | 69k | 71.96 |
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Shopify Inc cl a (SHOP) | 0.1 | $4.9M | +20% | 63k | 77.90 |
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S&p Global (SPGI) | 0.1 | $4.9M | +3% | 11k | 440.52 |
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Worthington Industries (WOR) | 0.1 | $4.8M | 84k | 57.55 |
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Spdr Ser Tr Eetf (SPSM) | 0.1 | $4.8M | 114k | 42.18 |
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Health Care SPDR (XLV) | 0.1 | $4.7M | 35k | 136.38 |
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Ishares Tr Ietf (IDEV) | 0.1 | $4.7M | -7% | 74k | 63.66 |
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Fox Corp (FOXA) | 0.1 | $4.6M | -56% | 154k | 29.67 |
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Consumer Discretionary SPDR (XLY) | 0.1 | $4.6M | 26k | 178.81 |
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Fidelity National Information Services (FIS) | 0.1 | $4.5M | -6% | 75k | 60.07 |
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Industrial SPDR (XLI) | 0.1 | $4.5M | 40k | 113.99 |
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Ishares Tr Fetf (GVI) | 0.1 | $4.5M | +116% | 43k | 104.76 |
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Paychex (PAYX) | 0.1 | $4.4M | 37k | 119.11 |
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General Electric (GE) | 0.1 | $4.4M | -2% | 34k | 127.63 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $4.3M | 36k | 121.51 |
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Boeing Company (BA) | 0.1 | $4.3M | -3% | 16k | 260.66 |
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Vanguard Index Fds Eetf (VTV) | 0.1 | $4.2M | 28k | 149.50 |
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Msci (MSCI) | 0.1 | $4.1M | 7.2k | 565.65 |
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MasterCard Incorporated (MA) | 0.1 | $4.1M | -11% | 9.5k | 426.51 |
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Financial Select Sector SPDR (XLF) | 0.1 | $4.1M | 108k | 37.60 |
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Spdr Ser Tr Eetf (SPLG) | 0.1 | $4.0M | -9% | 72k | 55.90 |
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West Pharmaceutical Services (WST) | 0.1 | $4.0M | 11k | 352.12 |
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Vanguard Wellington Fetf (VTES) | 0.1 | $4.0M | NEW | 39k | 101.41 |
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Nike (NKE) | 0.1 | $3.8M | -2% | 36k | 108.57 |
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Wisdomtree Tr Eetf (DON) | 0.1 | $3.8M | +3% | 84k | 45.69 |
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Evergy (EVRG) | 0.1 | $3.8M | 73k | 52.20 |
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Ishares Tr Eetf (IWN) | 0.1 | $3.8M | +4% | 25k | 155.33 |
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Datadog Inc Cl A (DDOG) | 0.1 | $3.7M | +10% | 31k | 121.38 |
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General Mills (GIS) | 0.1 | $3.7M | -3% | 57k | 65.14 |
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International Paper Company (IP) | 0.1 | $3.7M | 101k | 36.15 |
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Spdr Gold Tr Aetf (GLD) | 0.1 | $3.6M | 19k | 191.17 |
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Ishares Tr Eetf (IWO) | 0.1 | $3.6M | 14k | 252.22 |
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Vanguard Whitehall Fds Eetf (VYM) | 0.1 | $3.6M | +9% | 32k | 111.63 |
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Ishares Tr Eetf (IJJ) | 0.1 | $3.5M | 31k | 114.04 |
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Draftkings (DKNG) | 0.1 | $3.5M | -7% | 100k | 35.25 |
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Ishares Tr Fetf (MUB) | 0.1 | $3.4M | +9% | 31k | 108.41 |
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Illinois Tool Works (ITW) | 0.1 | $3.4M | 13k | 261.94 |
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Fortrea Hldgs (FTRE) | 0.1 | $3.3M | 95k | 34.90 |
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Newmont Mining Corporation (NEM) | 0.1 | $3.3M | -4% | 80k | 41.39 |
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Invesco Qqq Tr Eetf (QQQ) | 0.1 | $3.3M | 8.0k | 409.52 |
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Dimensional Etf Trust Eetf (DFAC) | 0.1 | $3.3M | +24% | 112k | 29.23 |
|
Koninklijke Philips Electronics NV (PHG) | 0.1 | $3.3M | 140k | 23.33 |
|
|
Genuine Parts Company (GPC) | 0.1 | $3.1M | 22k | 138.50 |
|
|
UMB Financial Corporation (UMBF) | 0.1 | $3.1M | 37k | 83.55 |
|
|
Oracle Corporation (ORCL) | 0.1 | $3.0M | 29k | 105.43 |
|
|
Ishares Tr Eetf (IVW) | 0.1 | $3.0M | 40k | 75.10 |
|
|
Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $3.0M | 145k | 20.71 |
|
|
Hess (HES) | 0.1 | $3.0M | -2% | 21k | 144.16 |
|
Mondelez Int (MDLZ) | 0.1 | $3.0M | -3% | 41k | 72.43 |
|
Black Hills Corporation (BKH) | 0.1 | $2.9M | 55k | 53.95 |
|
|
California Water Service (CWT) | 0.1 | $2.9M | 57k | 51.87 |
|
|
Atlassian Corporation Cl A (TEAM) | 0.1 | $2.9M | -5% | 12k | 237.86 |
|
STMicroelectronics (STM) | 0.1 | $2.8M | 56k | 50.13 |
|
|
Bank of America Corporation (BAC) | 0.0 | $2.8M | 83k | 33.67 |
|
|
Nextera Energy (NEE) | 0.0 | $2.8M | -5% | 46k | 60.74 |
|
Ishares Tr Eetf (IJK) | 0.0 | $2.7M | 35k | 79.22 |
|
|
Automatic Data Processing (ADP) | 0.0 | $2.7M | 12k | 232.97 |
|
|
iShares Dow Jones US Technology (IYW) | 0.0 | $2.7M | -4% | 22k | 122.75 |
|
Ishares Tr Fetf (AGG) | 0.0 | $2.7M | 27k | 99.25 |
|
|
Wisdomtree Tr Eetf (DES) | 0.0 | $2.7M | 84k | 32.17 |
|
|
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $2.7M | 37k | 72.03 |
|
|
Phillips 66 (PSX) | 0.0 | $2.6M | -2% | 20k | 133.14 |
|
TJX Companies (TJX) | 0.0 | $2.6M | -4% | 28k | 93.81 |
|
Vanguard Malvern Fds Fetf (VTIP) | 0.0 | $2.6M | +71% | 55k | 47.49 |
|
Ishares Tr Eetf (IJS) | 0.0 | $2.5M | 25k | 103.07 |
|
|
American Centy Etf Tr Eetf (AVUV) | 0.0 | $2.5M | +52% | 28k | 89.80 |
|
Spdr Index Shs Fds Ietf (CWI) | 0.0 | $2.5M | +12% | 93k | 27.04 |
|
Ishares Tr Fetf (SHY) | 0.0 | $2.5M | 31k | 82.04 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2023 Q4 filed Jan. 26, 2024
- Financial Counselors 2023 Q3 filed Nov. 7, 2023
- Financial Counselors 2023 Q2 filed July 27, 2023
- Financial Counselors 2023 Q1 filed May 2, 2023
- 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