Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, VO, AMZN, and represent 18.28% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$87M), TEL (+$23M), LH (+$13M), IJH (+$11M), CTAS (+$10M), SCHR (+$9.7M), MSFT (+$7.7M), GVI (+$6.9M), EFA (+$6.7M), AMZN (+$6.2M).
- Started 45 new stock positions in IUSB, MGC, SONY, LH, VMBS, IQLT, TSCO, WEC, MKC.V, VKTX.
- Reduced shares in these 10 stocks: , SCHO (-$10M), LOW (-$7.4M), WST, BIV, COST, ISRG, LLY, BRK.B, MPWR.
- Sold out of its positions in CVLY, DXCM, PPTY, EQNR, First Lt Acquisition Group I, Bsco etf, ICF, USXF, KD, LCNB. MU, SPYG, XBI, BILS, UWMC, VV, WST, Te Connectivity Ltd for.
- Financial Counselors was a net buyer of stock by $235M.
- Financial Counselors has $6.8B in assets under management (AUM), dropping by 8.64%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 586 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Financial Counselors has 586 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors Sept. 30, 2024 positions
- Download the Financial Counselors September 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.9 | $329M | 1.4M | 233.00 |
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Microsoft Corporation (MSFT) | 4.5 | $303M | +2% | 703k | 430.30 |
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NVIDIA Corporation (NVDA) | 3.3 | $220M | +2% | 1.8M | 121.44 |
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Vanguard Index Fds Eetf (VO) | 3.3 | $220M | +2% | 832k | 263.83 |
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Amazon (AMZN) | 2.4 | $163M | +3% | 874k | 186.33 |
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Alphabet Inc Class A cs (GOOGL) | 1.8 | $121M | +3% | 730k | 165.85 |
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Dimensional Etf Trust Eetf (DFAS) | 1.6 | $106M | +4% | 1.6M | 64.86 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $99M | +4% | 470k | 210.86 |
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Broadcom (AVGO) | 1.4 | $95M | +992% | 552k | 172.50 |
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Ishares Tr Fetf (GVI) | 1.4 | $95M | +7% | 887k | 107.10 |
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Abbvie (ABBV) | 1.4 | $94M | 476k | 197.48 |
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UnitedHealth (UNH) | 1.3 | $89M | 152k | 584.68 |
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Berkshire Hathaway (BRK.B) | 1.2 | $83M | -2% | 180k | 460.26 |
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Wal-Mart Stores (WMT) | 1.1 | $75M | 934k | 80.75 |
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Costco Wholesale Corporation (COST) | 1.1 | $72M | -4% | 81k | 886.52 |
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Spdr S&p 500 Etf Tr Eetf (SPY) | 1.0 | $70M | 123k | 573.76 |
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Merck & Co (MRK) | 1.0 | $70M | +4% | 619k | 113.56 |
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Facebook Inc cl a (META) | 1.0 | $69M | 121k | 572.44 |
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Exxon Mobil Corporation (XOM) | 1.0 | $69M | +2% | 589k | 117.22 |
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Alphabet Inc Class C cs (GOOG) | 1.0 | $69M | 411k | 167.19 |
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McDonald's Corporation (MCD) | 1.0 | $66M | +3% | 216k | 304.51 |
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Visa (V) | 1.0 | $65M | +3% | 236k | 274.95 |
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Vanguard Tax-managed Fds Ietf (VEA) | 1.0 | $64M | +3% | 1.2M | 52.81 |
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Caterpillar (CAT) | 1.0 | $64M | 164k | 391.12 |
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Union Pacific Corporation (UNP) | 0.9 | $64M | 260k | 246.48 |
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Procter & Gamble Company (PG) | 0.9 | $63M | +3% | 365k | 173.20 |
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Pepsi (PEP) | 0.9 | $62M | +2% | 365k | 170.05 |
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Eaton (ETN) | 0.9 | $61M | 183k | 331.44 |
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Cisco Systems (CSCO) | 0.9 | $60M | 1.1M | 53.22 |
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Ameriprise Financial (AMP) | 0.9 | $58M | 124k | 469.81 |
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Raytheon Technologies Corp (RTX) | 0.9 | $58M | 480k | 121.16 |
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Vanguard Index Fds Aetf (VNQ) | 0.9 | $58M | 591k | 97.42 |
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Home Depot (HD) | 0.8 | $57M | +2% | 141k | 405.20 |
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Chubb (CB) | 0.8 | $57M | 197k | 288.39 |
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Williams Companies (WMB) | 0.8 | $54M | 1.2M | 45.65 |
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Schwab Strategic Tr Eetf (SCHG) | 0.8 | $51M | 493k | 104.18 |
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Ishares Tr Eetf (IVV) | 0.7 | $50M | +10% | 86k | 576.82 |
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Vanguard Index Fds Eetf (VOO) | 0.7 | $50M | 94k | 527.67 |
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Thermo Fisher Scientific (TMO) | 0.7 | $49M | 80k | 618.57 |
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Tesla Motors (TSLA) | 0.7 | $48M | 183k | 261.63 |
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Schwab Strategic Tr Eetf (SCHV) | 0.7 | $47M | 584k | 80.37 |
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salesforce (CRM) | 0.7 | $46M | +2% | 169k | 273.71 |
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Ishares Tr Eetf (IWF) | 0.6 | $44M | 117k | 375.38 |
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Eli Lilly & Co. (LLY) | 0.6 | $43M | -5% | 49k | 885.94 |
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Ishares Ietf (IEMG) | 0.6 | $43M | 742k | 57.41 |
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Chevron Corporation (CVX) | 0.6 | $41M | 280k | 147.27 |
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Philip Morris International (PM) | 0.6 | $39M | 319k | 121.40 |
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Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.6 | $37M | 66k | 569.66 |
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Honeywell International (HON) | 0.6 | $37M | +5% | 180k | 206.71 |
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Booking Holdings (BKNG) | 0.5 | $37M | 8.7k | 4212.12 |
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Northrop Grumman Corporation (NOC) | 0.5 | $36M | 68k | 528.07 |
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Ishares Tr Ietf (IEFA) | 0.5 | $36M | +6% | 457k | 78.05 |
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ConocoPhillips (COP) | 0.5 | $35M | +3% | 331k | 105.28 |
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Paypal Holdings (PYPL) | 0.5 | $35M | 446k | 78.03 |
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Ishares Tr Eetf (IJH) | 0.5 | $35M | +49% | 556k | 62.32 |
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Dow (DOW) | 0.5 | $34M | +2% | 626k | 54.63 |
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Qualcomm (QCOM) | 0.5 | $34M | 200k | 170.05 |
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Walt Disney Company (DIS) | 0.5 | $33M | +2% | 339k | 96.19 |
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Ishares Tr Eetf (IJR) | 0.5 | $31M | +2% | 268k | 116.96 |
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American Tower Reit (AMT) | 0.5 | $31M | 133k | 232.56 |
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Danaher Corporation (DHR) | 0.5 | $31M | 111k | 278.02 |
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Zoetis Inc Cl A (ZTS) | 0.5 | $30M | +5% | 156k | 195.38 |
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Ecolab (ECL) | 0.4 | $30M | 118k | 255.33 |
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Johnson & Johnson (JNJ) | 0.4 | $30M | +5% | 185k | 162.06 |
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Novartis (NVS) | 0.4 | $30M | 260k | 115.02 |
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Adobe Systems Incorporated (ADBE) | 0.4 | $30M | 57k | 517.78 |
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Enbridge (ENB) | 0.4 | $29M | 723k | 40.61 |
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Lockheed Martin Corporation (LMT) | 0.4 | $29M | 49k | 584.56 |
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Verizon Communications (VZ) | 0.4 | $27M | 592k | 44.91 |
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Schwab Strategic Tr Fetf (SCHO) | 0.4 | $26M | -27% | 528k | 48.98 |
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PNC Financial Services (PNC) | 0.4 | $25M | +2% | 134k | 184.85 |
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Vanguard Index Fds Eetf (VTI) | 0.4 | $24M | 86k | 283.16 |
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Emerson Electric (EMR) | 0.4 | $24M | 220k | 109.37 |
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Amgen (AMGN) | 0.4 | $24M | -3% | 75k | 322.21 |
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Travelers Companies (TRV) | 0.3 | $23M | 99k | 234.12 |
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Te Connectivity (TEL) | 0.3 | $23M | NEW | 152k | 150.99 |
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Ishares Tr Ietf (EFA) | 0.3 | $22M | +42% | 267k | 83.63 |
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Servicenow (NOW) | 0.3 | $22M | +2% | 25k | 894.39 |
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Target Corporation (TGT) | 0.3 | $22M | 142k | 155.86 |
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Southern Company (SO) | 0.3 | $22M | 245k | 90.18 |
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Coca-Cola Company (KO) | 0.3 | $22M | -2% | 306k | 71.86 |
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Applied Materials (AMAT) | 0.3 | $22M | +4% | 109k | 202.05 |
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Entergy Corporation (ETR) | 0.3 | $22M | 165k | 131.61 |
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Ishares Tr Eetf (IWD) | 0.3 | $21M | 113k | 189.80 |
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Huntington Bancshares Incorporated (HBAN) | 0.3 | $21M | 1.4M | 14.70 |
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Digital Realty Trust (DLR) | 0.3 | $21M | 129k | 161.83 |
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Waste Management (WM) | 0.3 | $20M | +3% | 97k | 207.60 |
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Medtronic (MDT) | 0.3 | $20M | -2% | 218k | 90.03 |
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Vanguard Bd Index Fds Fetf (BIV) | 0.3 | $20M | -15% | 250k | 78.37 |
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Schwab Strategic Tr Fetf (SCHR) | 0.3 | $20M | +98% | 387k | 50.60 |
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Starbucks Corporation (SBUX) | 0.3 | $19M | -3% | 198k | 97.49 |
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Technology SPDR (XLK) | 0.3 | $19M | 84k | 225.76 |
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Pinnacle West Capital Corporation (PNW) | 0.3 | $19M | 212k | 88.59 |
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Deere & Company (DE) | 0.3 | $19M | 45k | 417.33 |
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Curtiss-Wright (CW) | 0.3 | $19M | 56k | 328.69 |
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Duke Energy (DUK) | 0.3 | $18M | -2% | 160k | 115.30 |
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Allstate Corporation (ALL) | 0.3 | $18M | 97k | 189.65 |
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U.S. Bancorp (USB) | 0.3 | $18M | 401k | 45.73 |
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Charles Schwab Corporation (SCHW) | 0.3 | $18M | +5% | 276k | 64.81 |
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Prologis (PLD) | 0.2 | $17M | 132k | 126.28 |
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Crown Castle Intl (CCI) | 0.2 | $17M | 140k | 118.63 |
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Netflix (NFLX) | 0.2 | $17M | 23k | 709.27 |
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Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $16M | -4% | 100k | 162.76 |
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Casey's General Stores (CASY) | 0.2 | $16M | -7% | 43k | 375.71 |
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Quest Diagnostics Incorporated (DGX) | 0.2 | $16M | 104k | 155.25 |
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United Parcel Service (UPS) | 0.2 | $16M | +2% | 118k | 136.34 |
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Spdr Ser Tr Eetf (SDY) | 0.2 | $16M | -2% | 112k | 142.04 |
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Intuitive Surgical (ISRG) | 0.2 | $16M | -14% | 32k | 491.27 |
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Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $16M | +17% | 328k | 47.85 |
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Synopsys (SNPS) | 0.2 | $16M | +16% | 31k | 506.39 |
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Prudential Financial (PRU) | 0.2 | $15M | 128k | 121.10 |
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Regions Financial Corporation (RF) | 0.2 | $15M | 650k | 23.33 |
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Air Products & Chemicals (APD) | 0.2 | $15M | 51k | 297.74 |
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Cintas Corporation (CTAS) | 0.2 | $15M | +245% | 70k | 205.88 |
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International Business Machines (IBM) | 0.2 | $14M | 64k | 221.08 |
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Schlumberger (SLB) | 0.2 | $14M | +25% | 337k | 41.95 |
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LKQ Corporation (LKQ) | 0.2 | $14M | +23% | 354k | 39.92 |
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Corning Incorporated (GLW) | 0.2 | $14M | 310k | 45.15 |
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Vanguard Index Fds Eetf (VUG) | 0.2 | $14M | 37k | 383.93 |
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Stryker Corporation (SYK) | 0.2 | $14M | +4% | 38k | 361.26 |
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Canadian Pacific Kansas City (CP) | 0.2 | $14M | +3% | 161k | 85.54 |
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Church & Dwight (CHD) | 0.2 | $14M | +2% | 130k | 104.72 |
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Palo Alto Networks (PANW) | 0.2 | $13M | +6% | 39k | 341.80 |
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J P Morgan Exchange Traded F Aetf (JEPI) | 0.2 | $13M | +13% | 224k | 59.51 |
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Fortive (FTV) | 0.2 | $13M | +2% | 169k | 78.93 |
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Labcorp Holdings (LH) | 0.2 | $13M | NEW | 58k | 223.48 |
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Sonoco Products Company (SON) | 0.2 | $13M | 230k | 54.63 |
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Schwab Strategic Tr Eetf (SCHD) | 0.2 | $12M | 146k | 84.53 |
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Chipotle Mexican Grill (CMG) | 0.2 | $12M | +3% | 213k | 57.62 |
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Accenture (ACN) | 0.2 | $12M | +11% | 35k | 353.48 |
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CSX Corporation (CSX) | 0.2 | $12M | 350k | 34.53 |
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H&R Block (HRB) | 0.2 | $12M | 189k | 63.55 |
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Hormel Foods Corporation (HRL) | 0.2 | $12M | 373k | 31.70 |
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McCormick & Company, Incorporated (MKC) | 0.2 | $12M | +21% | 143k | 82.30 |
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Berkshire Hathaway (BRK.A) | 0.2 | $12M | 17.00 | 691180.00 |
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Truist Financial Corp equities (TFC) | 0.2 | $12M | 274k | 42.77 |
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Avery Dennison Corporation (AVY) | 0.2 | $11M | +3% | 51k | 220.76 |
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Progressive Corporation (PGR) | 0.2 | $11M | 44k | 253.76 |
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U Haul Holding Company Ser N (UHAL.B) | 0.2 | $11M | 153k | 72.00 |
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Intuit (INTU) | 0.2 | $11M | 18k | 621.00 |
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Fifth Third Ban (FITB) | 0.2 | $11M | -2% | 251k | 42.84 |
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Nextera Energy (NEE) | 0.2 | $11M | +10% | 125k | 84.53 |
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Sherwin-Williams Company (SHW) | 0.1 | $10M | +6% | 26k | 381.67 |
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Kkr & Co (KKR) | 0.1 | $10M | 76k | 130.58 |
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Tc Energy Corp (TRP) | 0.1 | $9.9M | 208k | 47.55 |
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Commerce Bancshares (CBSH) | 0.1 | $9.2M | 155k | 59.40 |
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Viacomcbs (PARA) | 0.1 | $9.2M | 868k | 10.62 |
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Morgan Stanley (MS) | 0.1 | $9.2M | +9% | 88k | 104.24 |
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Lam Research Corporation | 0.1 | $9.1M | +6% | 11k | 816.08 |
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Hillenbrand (HI) | 0.1 | $9.0M | +30% | 322k | 27.80 |
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Ford Motor Company (F) | 0.1 | $8.9M | 845k | 10.56 |
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Hasbro (HAS) | 0.1 | $8.5M | 118k | 72.32 |
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Magna Intl Inc cl a (MGA) | 0.1 | $8.4M | 204k | 41.04 |
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Schwab Strategic Tr Eetf (SCHA) | 0.1 | $8.3M | 161k | 51.50 |
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Vanguard Index Fds Eetf (VBR) | 0.1 | $7.9M | 39k | 200.78 |
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Old Dominion Freight Line (ODFL) | 0.1 | $7.9M | +18% | 40k | 198.64 |
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Copart (CPRT) | 0.1 | $7.7M | +4% | 147k | 52.40 |
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Ishares Gold Tr Aetf (IAU) | 0.1 | $7.7M | +13% | 155k | 49.70 |
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Spdr Ser Tr Aetf (PSK) | 0.1 | $7.7M | -14% | 215k | 35.66 |
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Pfizer (PFE) | 0.1 | $7.5M | -6% | 260k | 28.94 |
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Ishares Tr Eetf (IWM) | 0.1 | $7.5M | -6% | 34k | 220.89 |
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Vanguard Index Fds Eetf (VOE) | 0.1 | $7.5M | +2% | 45k | 167.67 |
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Lowe's Companies (LOW) | 0.1 | $7.5M | -49% | 28k | 270.85 |
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Vanguard Index Fds Eetf (VOT) | 0.1 | $7.1M | +4% | 29k | 243.47 |
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Amphenol Corporation (APH) | 0.1 | $7.1M | -3% | 109k | 65.16 |
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Bristol Myers Squibb (BMY) | 0.1 | $7.0M | -3% | 135k | 51.74 |
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British American Tobac (BTI) | 0.1 | $6.9M | -2% | 189k | 36.58 |
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American Electric Power Company (AEP) | 0.1 | $6.9M | 67k | 102.60 |
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Vanguard Index Fds Eetf (VB) | 0.1 | $6.8M | +3% | 29k | 237.21 |
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New York Life Invts Active E Fetf (MMIT) | 0.1 | $6.7M | +9% | 273k | 24.60 |
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Spdr Ser Tr Eetf (SLYV) | 0.1 | $6.6M | 77k | 86.82 |
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Trade Desk (TTD) | 0.1 | $6.6M | -7% | 60k | 109.65 |
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Dentsply Sirona (XRAY) | 0.1 | $6.5M | +2% | 241k | 27.06 |
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S&p Global (SPGI) | 0.1 | $6.5M | +14% | 13k | 516.62 |
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Fidelity National Information Services (FIS) | 0.1 | $6.4M | 76k | 83.75 |
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Constellation Brands (STZ) | 0.1 | $6.3M | 24k | 257.69 |
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General Electric (GE) | 0.1 | $6.3M | 33k | 188.58 |
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Monolithic Power Systems (MPWR) | 0.1 | $6.2M | -23% | 6.8k | 924.50 |
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Shopify Inc cl a (SHOP) | 0.1 | $6.1M | -11% | 77k | 80.14 |
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Lincoln Electric Holdings (LECO) | 0.1 | $6.0M | +20% | 31k | 192.02 |
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Vanguard Index Fds Eetf (VTV) | 0.1 | $6.0M | +3% | 34k | 174.57 |
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GSK (GSK) | 0.1 | $5.9M | -2% | 145k | 40.88 |
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Abbott Laboratories (ABT) | 0.1 | $5.9M | 52k | 114.01 |
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CVS Caremark Corporation (CVS) | 0.1 | $5.7M | 91k | 62.88 |
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Asml Holding (ASML) | 0.1 | $5.5M | 6.6k | 833.25 |
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Dimensional Etf Trust Eetf (DFAC) | 0.1 | $5.4M | 159k | 34.29 |
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Msci (MSCI) | 0.1 | $5.4M | 9.2k | 582.93 |
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Intel Corporation (INTC) | 0.1 | $5.3M | -4% | 227k | 23.46 |
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MasterCard Incorporated (MA) | 0.1 | $5.3M | +6% | 11k | 493.80 |
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Health Care SPDR (XLV) | 0.1 | $5.2M | 34k | 154.02 |
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Charles River Laboratories (CRL) | 0.1 | $5.2M | +22% | 27k | 196.97 |
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Ishares Tr Ietf (IDEV) | 0.1 | $5.2M | 74k | 70.83 |
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Oracle Corporation (ORCL) | 0.1 | $5.2M | +14% | 31k | 170.40 |
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Paychex (PAYX) | 0.1 | $5.2M | +7% | 39k | 134.19 |
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Industrial SPDR (XLI) | 0.1 | $5.2M | 38k | 135.44 |
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Invesco Qqq Tr Eetf (QQQ) | 0.1 | $5.0M | +4% | 10k | 488.07 |
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Spdr Ser Tr Eetf (SPLG) | 0.1 | $5.0M | 73k | 67.51 |
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International Paper Company (IP) | 0.1 | $4.9M | 101k | 48.85 |
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UMB Financial Corporation (UMBF) | 0.1 | $4.9M | 46k | 105.11 |
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Spdr Ser Tr Eetf (SPSM) | 0.1 | $4.8M | 106k | 45.51 |
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Consumer Discretionary SPDR (XLY) | 0.1 | $4.8M | 24k | 200.37 |
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Spdr Ser Tr Fetf (SPSB) | 0.1 | $4.7M | +42% | 157k | 30.28 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $4.7M | -3% | 33k | 142.28 |
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United Rentals (URI) | 0.1 | $4.7M | +36% | 5.8k | 809.73 |
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Financial Select Sector SPDR (XLF) | 0.1 | $4.6M | 102k | 45.32 |
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Evergy (EVRG) | 0.1 | $4.6M | +4% | 74k | 62.01 |
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Datadog Inc Cl A (DDOG) | 0.1 | $4.6M | -9% | 40k | 115.06 |
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Koninklijke Philips Electronics NV (PHG) | 0.1 | $4.5M | 137k | 32.72 |
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BlackRock | 0.1 | $4.4M | +94% | 4.7k | 949.51 |
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Spdr Gold Tr Aetf (GLD) | 0.1 | $4.4M | 18k | 243.06 |
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Fox Corp (FOXA) | 0.1 | $4.3M | -3% | 103k | 42.33 |
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Vanguard Scottsdale Fds Fetf (VGSH) | 0.1 | $4.2M | NEW | 71k | 59.02 |
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Newmont Mining Corporation (NEM) | 0.1 | $4.2M | 78k | 53.45 |
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Lululemon Athletica (LULU) | 0.1 | $4.1M | -12% | 15k | 271.35 |
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Ishares Tr Eetf (IJJ) | 0.1 | $4.1M | 33k | 123.62 |
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General Mills (GIS) | 0.1 | $4.0M | 55k | 73.85 |
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Draftkings (DKNG) | 0.1 | $4.0M | 101k | 39.20 |
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Wisdomtree Tr Eetf (DON) | 0.1 | $3.7M | 73k | 51.13 |
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Ishares Tr Fetf (MUB) | 0.1 | $3.7M | 34k | 108.63 |
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Ishares Tr Eetf (IWO) | 0.1 | $3.6M | 13k | 284.00 |
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Illinois Tool Works (ITW) | 0.1 | $3.6M | +3% | 14k | 262.07 |
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Ishares Tr Eetf (IWN) | 0.1 | $3.6M | -2% | 21k | 166.82 |
|
Vanguard Specialized Funds Eetf (VIG) | 0.1 | $3.5M | +4% | 18k | 198.06 |
|
Ishares Tr Eetf (IVW) | 0.1 | $3.5M | +6% | 37k | 95.75 |
|
Spdr Index Shs Fds Ietf (CWI) | 0.1 | $3.5M | 114k | 30.44 |
|
|
Constellation Energy (CEG) | 0.1 | $3.5M | 13k | 260.02 |
|
|
Ishares Tr Eetf (IWR) | 0.1 | $3.5M | +4% | 39k | 88.14 |
|
Worthington Industries (WOR) | 0.1 | $3.4M | 83k | 41.45 |
|
|
Automatic Data Processing (ADP) | 0.1 | $3.4M | +2% | 12k | 276.73 |
|
Ishares Tr Fetf (AGG) | 0.0 | $3.4M | 33k | 101.27 |
|
|
iShares Dow Jones US Technology (IYW) | 0.0 | $3.3M | +2% | 22k | 151.62 |
|
Ishares Tr Eetf (IJK) | 0.0 | $3.3M | 36k | 91.93 |
|
|
Bank of America Corporation (BAC) | 0.0 | $3.3M | +41% | 84k | 39.68 |
|
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $3.3M | 144k | 23.17 |
|
|
Black Hills Corporation (BKH) | 0.0 | $3.3M | 54k | 61.12 |
|
|
Vanguard Whitehall Fds Eetf (VYM) | 0.0 | $3.3M | 26k | 128.20 |
|
|
Dimensional Etf Trust Ietf (DFEM) | 0.0 | $3.3M | +128% | 116k | 28.15 |
|
Ishares Tr Eetf (IUSG) | 0.0 | $3.2M | +4% | 25k | 131.91 |
|
TJX Companies (TJX) | 0.0 | $3.2M | +4% | 27k | 117.54 |
|
Genuine Parts Company (GPC) | 0.0 | $3.1M | +2% | 23k | 139.68 |
|
3M Company (MMM) | 0.0 | $3.1M | -4% | 23k | 136.70 |
|
California Water Service (CWT) | 0.0 | $3.1M | 56k | 54.22 |
|
|
Schwab Strategic Tr Eetf (SCHX) | 0.0 | $3.0M | -4% | 45k | 67.85 |
|
Ishares Tr Eetf (DVY) | 0.0 | $3.0M | +12% | 22k | 135.07 |
|
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $3.0M | 36k | 83.00 |
|
|
International Flavors & Fragrances (IFF) | 0.0 | $2.9M | -2% | 28k | 104.93 |
|
Viking Therapeutics (VKTX) | 0.0 | $2.9M | NEW | 46k | 63.31 |
|
Phillips 66 (PSX) | 0.0 | $2.9M | 22k | 131.45 |
|
|
Ishares Tr Eetf (IJS) | 0.0 | $2.8M | 26k | 107.66 |
|
|
Worthington Stl (WS) | 0.0 | $2.8M | 83k | 34.01 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2024 Q3 filed Nov. 14, 2024
- Financial Counselors 2024 Q2 filed Aug. 1, 2024
- Financial Counselors 2024 Q1 filed May 2, 2024
- 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