Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VO, NVDA, AMZN, and represent 17.88% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: AVEM (+$31M), DOW (+$11M), BX (+$9.3M), MRK (+$7.8M), KKR (+$7.2M), MSFT (+$6.9M), NEE (+$6.8M), DFAS (+$6.1M), VEA (+$5.8M), IEFA (+$5.6M).
- Started 31 new stock positions in BUSE, NUSC, WING, NRG, COO, DFAE, BTC, DXJ, CEF, K.
- Reduced shares in these 10 stocks: UNH (-$40M), IEMG (-$34M), DIS (-$17M), VYM (-$11M), CCI (-$10M), PARA (-$8.8M), F (-$7.8M), AMP (-$7.4M), JPM (-$6.3M), BIV (-$6.1M).
- Sold out of its positions in RIGS, AVUV, ADM, Crossfirst Bankshares, DEO, FENI, QDF, HDB, HTLF, PZA.
- Financial Counselors was a net seller of stock by $-24M.
- Financial Counselors has $6.6B in assets under management (AUM), dropping by -3.81%.
- Central Index Key (CIK): 0000949623
Tip: Access up to 7 years of quarterly data
Positions held by Financial Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Financial Counselors
Financial Counselors holds 579 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Financial Counselors has 579 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors March 31, 2025 positions
- Download the Financial Counselors March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $312M | 1.4M | 222.13 |
|
|
| Microsoft Corporation (MSFT) | 4.1 | $273M | +2% | 726k | 375.39 |
|
| Vanguard Index Fds Eetf (VO) | 3.4 | $226M | 872k | 258.62 |
|
|
| NVIDIA Corporation (NVDA) | 3.0 | $197M | 1.8M | 108.38 |
|
|
| Amazon (AMZN) | 2.6 | $172M | +2% | 902k | 190.26 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $117M | +2% | 757k | 154.64 |
|
| Dimensional Etf Trust Eetf (DFAS) | 1.7 | $109M | +5% | 1.8M | 59.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $108M | -5% | 442k | 245.30 |
|
| Ishares Tr Fetf (GVI) | 1.6 | $104M | +3% | 980k | 106.02 |
|
| Abbvie (ABBV) | 1.5 | $99M | 472k | 209.52 |
|
|
| Berkshire Hathaway (BRK.B) | 1.4 | $95M | 179k | 532.58 |
|
|
| Broadcom (AVGO) | 1.4 | $90M | -2% | 537k | 167.43 |
|
| Visa (V) | 1.2 | $78M | -4% | 224k | 350.46 |
|
| Wal-Mart Stores (WMT) | 1.2 | $76M | -3% | 869k | 87.79 |
|
| Facebook Inc cl a (META) | 1.1 | $75M | +7% | 131k | 576.36 |
|
| Vanguard Tax-managed Fds Ietf (VEA) | 1.1 | $75M | +8% | 1.5M | 50.83 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $74M | +4% | 625k | 118.93 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $72M | -5% | 76k | 945.78 |
|
| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.1 | $69M | +3% | 124k | 559.39 |
|
| Cisco Systems (CSCO) | 1.0 | $68M | 1.1M | 61.71 |
|
|
| McDonald's Corporation (MCD) | 1.0 | $67M | 213k | 312.37 |
|
|
| Procter & Gamble Company (PG) | 1.0 | $66M | +5% | 388k | 170.42 |
|
| Union Pacific Corporation (UNP) | 1.0 | $64M | 269k | 236.24 |
|
|
| Merck & Co (MRK) | 1.0 | $63M | +14% | 705k | 89.76 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $63M | 475k | 132.46 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $62M | 399k | 156.23 |
|
|
| Chubb (CB) | 0.9 | $60M | 198k | 301.99 |
|
|
| Williams Companies (WMB) | 0.9 | $58M | -9% | 969k | 59.76 |
|
| Vanguard Index Fds Aetf (VNQ) | 0.8 | $56M | 618k | 90.54 |
|
|
| Caterpillar (CAT) | 0.8 | $56M | 169k | 329.80 |
|
|
| Pepsi (PEP) | 0.8 | $55M | +4% | 369k | 149.94 |
|
| Vanguard Index Fds Eetf (VOO) | 0.8 | $54M | -7% | 104k | 513.91 |
|
| Eaton (ETN) | 0.8 | $53M | +7% | 196k | 271.83 |
|
| Home Depot (HD) | 0.8 | $52M | 143k | 366.49 |
|
|
| Ishares Tr Eetf (IVV) | 0.8 | $52M | 92k | 561.90 |
|
|
| Ameriprise Financial (AMP) | 0.8 | $52M | -12% | 107k | 484.11 |
|
| Tesla Motors (TSLA) | 0.8 | $51M | +10% | 195k | 259.16 |
|
| Schwab Strategic Tr Eetf (SCHG) | 0.8 | $50M | 2.0M | 25.04 |
|
|
| salesforce (CRM) | 0.7 | $47M | +2% | 176k | 268.36 |
|
| Philip Morris International (PM) | 0.7 | $47M | -4% | 296k | 158.73 |
|
| Chevron Corporation (CVX) | 0.7 | $46M | 273k | 167.29 |
|
|
| Ishares Tr Ietf (IEFA) | 0.7 | $45M | +14% | 598k | 75.65 |
|
| Schwab Strategic Tr Eetf (SCHV) | 0.7 | $43M | -10% | 1.6M | 26.58 |
|
| ConocoPhillips (COP) | 0.6 | $43M | +13% | 406k | 105.02 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $42M | +5% | 85k | 497.60 |
|
| Ishares Tr Eetf (IWF) | 0.6 | $40M | -6% | 111k | 361.09 |
|
| Booking Holdings (BKNG) | 0.6 | $40M | 8.6k | 4606.91 |
|
|
| American Centy Etf Tr Ietf (AVEM) | 0.6 | $39M | +368% | 655k | 60.17 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $39M | -5% | 48k | 825.91 |
|
| Honeywell International (HON) | 0.6 | $39M | +3% | 183k | 211.75 |
|
| UnitedHealth (UNH) | 0.6 | $39M | -51% | 74k | 523.75 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $37M | +4% | 72k | 512.01 |
|
| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.5 | $35M | 66k | 533.48 |
|
|
| Qualcomm (QCOM) | 0.5 | $32M | +6% | 211k | 153.61 |
|
| Ecolab (ECL) | 0.5 | $31M | 121k | 253.52 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $30M | +8% | 183k | 165.84 |
|
| Enbridge (ENB) | 0.5 | $30M | -4% | 679k | 44.31 |
|
| Ishares Tr Eetf (IJH) | 0.5 | $30M | 509k | 58.35 |
|
|
| Novartis (NVS) | 0.5 | $30M | +3% | 266k | 111.48 |
|
| Paypal Holdings (PYPL) | 0.4 | $29M | 448k | 65.25 |
|
|
| Schwab Strategic Tr Fetf (SCHO) | 0.4 | $29M | +4% | 1.2M | 24.34 |
|
| Dow (DOW) | 0.4 | $29M | +58% | 818k | 34.92 |
|
| Ishares Tr Eetf (IJR) | 0.4 | $28M | 270k | 104.57 |
|
|
| Verizon Communications (VZ) | 0.4 | $26M | 576k | 45.36 |
|
|
| Amgen (AMGN) | 0.4 | $25M | -3% | 80k | 311.55 |
|
| Vanguard Bd Index Fds Fetf (BIV) | 0.4 | $25M | -19% | 323k | 76.57 |
|
| American Tower Reit (AMT) | 0.4 | $25M | -11% | 113k | 217.60 |
|
| Zoetis Inc Cl A (ZTS) | 0.4 | $25M | -3% | 149k | 164.65 |
|
| PNC Financial Services (PNC) | 0.4 | $24M | 139k | 175.77 |
|
|
| Vanguard Index Fds Eetf (VTI) | 0.4 | $24M | +2% | 88k | 274.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $24M | +9% | 63k | 383.53 |
|
| Danaher Corporation (DHR) | 0.4 | $24M | +3% | 117k | 205.00 |
|
| Travelers Companies (TRV) | 0.4 | $24M | -5% | 91k | 264.46 |
|
| Ishares Tr Eetf (IWD) | 0.4 | $24M | +2% | 125k | 188.16 |
|
| Te Connectivity (TEL) | 0.4 | $23M | +4% | 166k | 141.32 |
|
| Entergy Corporation (ETR) | 0.3 | $23M | -15% | 268k | 85.49 |
|
| Emerson Electric (EMR) | 0.3 | $23M | -3% | 209k | 109.64 |
|
| Coca-Cola Company (KO) | 0.3 | $22M | 306k | 71.62 |
|
|
| Schwab Strategic Tr Fetf (SCHR) | 0.3 | $22M | 880k | 24.86 |
|
|
| Netflix (NFLX) | 0.3 | $22M | 23k | 932.53 |
|
|
| Waste Management (WM) | 0.3 | $22M | -2% | 93k | 231.51 |
|
| Southern Company (SO) | 0.3 | $21M | -4% | 231k | 91.95 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $21M | -2% | 47k | 446.71 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $21M | -3% | 263k | 78.28 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $20M | -3% | 1.3M | 15.01 |
|
| Medtronic (MDT) | 0.3 | $20M | +10% | 222k | 89.86 |
|
| J P Morgan Exchange Traded F Aetf (JEPI) | 0.3 | $20M | +25% | 349k | 57.14 |
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $19M | -3% | 202k | 95.25 |
|
| Deere & Company (DE) | 0.3 | $19M | -3% | 41k | 469.35 |
|
| Allstate Corporation (ALL) | 0.3 | $19M | -7% | 92k | 207.07 |
|
| Starbucks Corporation (SBUX) | 0.3 | $19M | -2% | 189k | 98.09 |
|
| Servicenow (NOW) | 0.3 | $18M | -7% | 23k | 796.14 |
|
| Digital Realty Trust (DLR) | 0.3 | $18M | 124k | 143.29 |
|
|
| Ishares Tr Ietf (EFA) | 0.3 | $17M | 211k | 81.73 |
|
|
| Technology SPDR (XLK) | 0.3 | $17M | 83k | 206.48 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $17M | 100k | 169.20 |
|
|
| Vanguard Intl Equity Index F Ietf (VWO) | 0.3 | $17M | +7% | 371k | 45.26 |
|
| Casey's General Stores (CASY) | 0.2 | $16M | -7% | 38k | 434.04 |
|
| U.S. Bancorp (USB) | 0.2 | $16M | -3% | 386k | 42.22 |
|
| Kkr & Co (KKR) | 0.2 | $16M | +81% | 139k | 115.61 |
|
| Duke Energy (DUK) | 0.2 | $16M | -18% | 130k | 121.97 |
|
| Walt Disney Company (DIS) | 0.2 | $16M | -51% | 160k | 98.70 |
|
| International Business Machines (IBM) | 0.2 | $16M | 63k | 248.66 |
|
|
| Curtiss-Wright (CW) | 0.2 | $16M | -5% | 49k | 317.27 |
|
| Applied Materials (AMAT) | 0.2 | $16M | 107k | 145.12 |
|
|
| Prologis (PLD) | 0.2 | $15M | +16% | 135k | 111.79 |
|
| Spdr Ser Tr Eetf (SDY) | 0.2 | $15M | 109k | 135.68 |
|
|
| Synopsys (SNPS) | 0.2 | $15M | +5% | 34k | 428.85 |
|
| Nextera Energy (NEE) | 0.2 | $15M | +86% | 207k | 70.89 |
|
| Ishares Ietf (IEMG) | 0.2 | $15M | -69% | 271k | 53.97 |
|
| Air Products & Chemicals (APD) | 0.2 | $14M | -2% | 49k | 294.92 |
|
| Target Corporation (TGT) | 0.2 | $14M | +5% | 137k | 104.36 |
|
| Cintas Corporation (CTAS) | 0.2 | $14M | 69k | 205.53 |
|
|
| LKQ Corporation (LKQ) | 0.2 | $14M | -4% | 333k | 42.54 |
|
| Stryker Corporation (SYK) | 0.2 | $14M | +3% | 38k | 372.25 |
|
| Schwab Strategic Tr Eetf (SCHD) | 0.2 | $14M | +5% | 499k | 27.96 |
|
| Prudential Financial (PRU) | 0.2 | $14M | 123k | 111.68 |
|
|
| Intuitive Surgical (ISRG) | 0.2 | $14M | -13% | 28k | 495.27 |
|
| Schlumberger (SLB) | 0.2 | $14M | -2% | 328k | 41.80 |
|
| Berkshire Hathaway (BRK.A) | 0.2 | $14M | 17.00 | 798441.59 |
|
|
| Regions Financial Corporation (RF) | 0.2 | $13M | -3% | 619k | 21.73 |
|
| Church & Dwight (CHD) | 0.2 | $13M | -5% | 121k | 110.09 |
|
| Asml Holding (ASML) | 0.2 | $13M | +20% | 20k | 662.63 |
|
| Fortive (FTV) | 0.2 | $13M | +2% | 177k | 73.18 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $13M | -3% | 179k | 70.21 |
|
| Labcorp Holdings (LH) | 0.2 | $13M | -5% | 54k | 232.74 |
|
| United Parcel Service (UPS) | 0.2 | $13M | 114k | 109.99 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $12M | +2% | 73k | 170.64 |
|
| Progressive Corporation (PGR) | 0.2 | $12M | -3% | 43k | 283.01 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $12M | +3% | 385k | 30.94 |
|
| Tc Energy Corp (TRP) | 0.2 | $12M | +22% | 247k | 47.21 |
|
| Corning Incorporated (GLW) | 0.2 | $12M | -17% | 251k | 45.78 |
|
| Morgan Stanley (MS) | 0.2 | $11M | +17% | 94k | 116.67 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $11M | +4% | 217k | 50.21 |
|
| Intuit (INTU) | 0.2 | $11M | 18k | 613.99 |
|
|
| Commerce Bancshares (CBSH) | 0.2 | $11M | +6% | 174k | 62.23 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $11M | 262k | 41.15 |
|
|
| Sonoco Products Company (SON) | 0.2 | $11M | 225k | 47.24 |
|
|
| Vanguard Index Fds Eetf (VUG) | 0.2 | $10M | -26% | 28k | 370.82 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $10M | +846% | 74k | 139.78 |
|
| New York Life Invts Active E Fetf (MMIT) | 0.2 | $10M | -31% | 429k | 23.97 |
|
| CSX Corporation (CSX) | 0.2 | $10M | 349k | 29.43 |
|
|
| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $10M | -3% | 97k | 104.58 |
|
| Accenture (ACN) | 0.2 | $10M | +2% | 32k | 312.04 |
|
| American Electric Power Company (AEP) | 0.1 | $9.9M | +37% | 90k | 109.27 |
|
| H&R Block (HRB) | 0.1 | $9.8M | -3% | 178k | 54.91 |
|
| Fifth Third Ban (FITB) | 0.1 | $9.6M | 245k | 39.20 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $9.4M | 53k | 177.97 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.1 | $9.2M | -4% | 112k | 82.31 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $9.2M | 27k | 349.19 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $9.2M | +66% | 123k | 74.68 |
|
| Ishares Gold Tr Aetf (IAU) | 0.1 | $9.2M | 156k | 58.96 |
|
|
| U Haul Holding Company Ser N (UHAL.B) | 0.1 | $8.7M | -4% | 147k | 59.18 |
|
| Lam Research (LRCX) | 0.1 | $8.6M | +5% | 119k | 72.70 |
|
| Vanguard Index Fds Eetf (VOE) | 0.1 | $8.5M | +8% | 53k | 160.54 |
|
| Hasbro (HAS) | 0.1 | $8.4M | +23% | 137k | 61.49 |
|
| Hillenbrand (HI) | 0.1 | $8.2M | 341k | 24.14 |
|
|
| Ishares Tr Eetf (IWM) | 0.1 | $8.1M | +19% | 41k | 199.49 |
|
| Copart (CPRT) | 0.1 | $8.1M | -2% | 143k | 56.59 |
|
| Vanguard Index Fds Eetf (VOT) | 0.1 | $8.0M | +8% | 33k | 244.64 |
|
| Schwab Strategic Tr Eetf (SCHA) | 0.1 | $7.7M | 330k | 23.43 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $7.7M | -4% | 126k | 60.99 |
|
| Vanguard Index Fds Eetf (VB) | 0.1 | $7.5M | -6% | 34k | 221.75 |
|
| Vanguard Index Fds Eetf (VBR) | 0.1 | $7.3M | 39k | 186.29 |
|
|
| British American Tobac (BTI) | 0.1 | $7.2M | -4% | 174k | 41.37 |
|
| Amphenol Corporation (APH) | 0.1 | $7.0M | -3% | 106k | 65.59 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $6.9M | 203k | 33.99 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $6.8M | +3% | 41k | 165.45 |
|
| Abbott Laboratories (ABT) | 0.1 | $6.8M | -2% | 51k | 132.65 |
|
| Becton, Dickinson and (BDX) | 0.1 | $6.7M | +41% | 30k | 229.06 |
|
| General Electric (GE) | 0.1 | $6.7M | +2% | 33k | 200.15 |
|
| Vanguard Index Fds Eetf (VTV) | 0.1 | $6.7M | +3% | 39k | 172.74 |
|
| Spdr Ser Tr Aetf (PSK) | 0.1 | $6.4M | 199k | 32.39 |
|
|
| S&p Global (SPGI) | 0.1 | $6.3M | 13k | 508.10 |
|
|
| United Rentals (URI) | 0.1 | $6.3M | +50% | 10k | 626.70 |
|
| Pfizer (PFE) | 0.1 | $6.2M | -3% | 243k | 25.34 |
|
| Lowe's Companies (LOW) | 0.1 | $6.1M | -3% | 26k | 233.23 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $6.1M | -10% | 64k | 95.48 |
|
| MasterCard Incorporated (MA) | 0.1 | $6.0M | -2% | 11k | 548.12 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $6.0M | 32k | 189.16 |
|
|
| Invesco Qqq Tr Eetf (QQQ) | 0.1 | $5.9M | +24% | 13k | 468.92 |
|
| Spdr Ser Tr Eetf (SPSM) | 0.1 | $5.8M | +16% | 143k | 40.76 |
|
| Spdr Ser Tr Eetf (SLYV) | 0.1 | $5.8M | -2% | 74k | 78.40 |
|
| Spdr Gold Tr Aetf (GLD) | 0.1 | $5.8M | +13% | 20k | 288.14 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.7M | 84k | 67.75 |
|
|
| Paychex (PAYX) | 0.1 | $5.6M | -4% | 36k | 154.28 |
|
| Dimensional Etf Trust Ietf (DFEM) | 0.1 | $5.6M | +37% | 212k | 26.46 |
|
| Ishares Tr Eetf (IWR) | 0.1 | $5.5M | +59% | 65k | 85.07 |
|
| Spdr Ser Tr Fetf (SPSB) | 0.1 | $5.3M | +12% | 177k | 30.10 |
|
| Fox Corp (FOXA) | 0.1 | $5.3M | -3% | 93k | 56.60 |
|
| GSK (GSK) | 0.1 | $5.2M | -4% | 135k | 38.74 |
|
| Dimensional Etf Trust Eetf (DFAC) | 0.1 | $5.2M | 158k | 32.99 |
|
|
| UMB Financial Corporation (UMBF) | 0.1 | $5.2M | +10% | 51k | 101.10 |
|
| Financial Select Sector SPDR (XLF) | 0.1 | $5.1M | 103k | 49.81 |
|
|
| Msci (MSCI) | 0.1 | $5.1M | -2% | 9.0k | 565.50 |
|
| Health Care SPDR (XLV) | 0.1 | $5.1M | +2% | 35k | 146.01 |
|
| Ishares Tr Ietf (IDEV) | 0.1 | $5.0M | 73k | 68.89 |
|
|
| Industrial SPDR (XLI) | 0.1 | $4.9M | 38k | 131.07 |
|
|
| Spotify Technology Sa (SPOT) | 0.1 | $4.9M | NEW | 8.8k | 550.03 |
|
| Evergy (EVRG) | 0.1 | $4.9M | 71k | 68.95 |
|
|
| Spdr Ser Tr Eetf (SPLG) | 0.1 | $4.8M | 73k | 65.76 |
|
|
| Ishares Tr Fetf (MUB) | 0.1 | $4.7M | +6% | 45k | 105.44 |
|
| Consumer Discretionary SPDR (XLY) | 0.1 | $4.7M | 24k | 197.46 |
|
|
| Ishares Tr Eetf (IVW) | 0.1 | $4.7M | +38% | 50k | 92.83 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.6M | 33k | 142.22 |
|
|
| Ishares Tr Eetf (IWP) | 0.1 | $4.3M | +38% | 37k | 117.49 |
|
| International Paper Company (IP) | 0.1 | $4.3M | -18% | 80k | 53.35 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $4.3M | +5% | 7.4k | 579.98 |
|
| Automatic Data Processing (ADP) | 0.1 | $4.2M | +9% | 14k | 305.53 |
|
| Intel Corporation (INTC) | 0.1 | $4.1M | -5% | 182k | 22.71 |
|
| Datadog Inc Cl A (DDOG) | 0.1 | $4.0M | +3% | 41k | 99.21 |
|
| Worthington Industries (WOR) | 0.1 | $4.0M | -2% | 80k | 50.09 |
|
| Ishares Tr Eetf (IJJ) | 0.1 | $3.9M | 33k | 119.73 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $3.9M | 14k | 283.06 |
|
|
| Wingstop (WING) | 0.1 | $3.7M | NEW | 16k | 225.58 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.7M | 27k | 139.81 |
|
|
| Vanguard Whitehall Fds Eetf (VYM) | 0.1 | $3.7M | -74% | 29k | 128.96 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.7M | -2% | 76k | 48.28 |
|
| Spdr Index Shs Fds Ietf (CWI) | 0.1 | $3.6M | +6% | 122k | 29.58 |
|
| TJX Companies (TJX) | 0.1 | $3.6M | +2% | 29k | 121.80 |
|
| Ishares Tr Fetf (AGG) | 0.1 | $3.5M | 35k | 98.92 |
|
|
| Trade Desk (TTD) | 0.1 | $3.5M | +9% | 63k | 54.72 |
|
| Wisdomtree Tr Eetf (DON) | 0.1 | $3.4M | 69k | 49.52 |
|
|
| Draftkings (DKNG) | 0.1 | $3.4M | 102k | 33.21 |
|
|
| 3M Company (MMM) | 0.1 | $3.3M | -22% | 23k | 146.86 |
|
| Vanguard Specialized Funds Eetf (VIG) | 0.1 | $3.3M | 17k | 193.99 |
|
|
| Ishares Tr Eetf (IUSG) | 0.1 | $3.3M | 26k | 127.08 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $3.3M | 54k | 60.65 |
|
|
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $3.3M | 128k | 25.40 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $3.3M | 13k | 248.01 |
|
|
| Ishares Tr Eetf (IWO) | 0.0 | $3.2M | -2% | 13k | 255.53 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $3.2M | +6% | 35k | 93.70 |
|
| Ishares Tr Eetf (IWN) | 0.0 | $3.2M | 21k | 150.98 |
|
|
| General Mills (GIS) | 0.0 | $3.2M | 53k | 59.79 |
|
|
| Ishares Tr Ietf (EEM) | 0.0 | $3.1M | +53% | 71k | 43.70 |
|
| Schwab Strategic Tr Eetf (SCHX) | 0.0 | $3.0M | 136k | 22.08 |
|
|
| Ishares Tr Eetf (IJK) | 0.0 | $3.0M | 36k | 83.28 |
|
|
| Ishares Tr Eetf (IVE) | 0.0 | $2.9M | +35% | 15k | 190.58 |
|
| iShares Dow Jones US Technology (IYW) | 0.0 | $2.8M | 20k | 140.44 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $2.8M | -47% | 19k | 150.52 |
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $2.8M | 131k | 21.51 |
|
|
| Blackrock (BLK) | 0.0 | $2.8M | -7% | 3.0k | 946.48 |
|
| Kroger (KR) | 0.0 | $2.7M | -3% | 40k | 67.69 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $2.7M | 34k | 81.67 |
|
|
| California Water Service (CWT) | 0.0 | $2.7M | 55k | 48.46 |
|
|
| Vanguard Index Fds Eetf (VBK) | 0.0 | $2.6M | +11% | 11k | 251.78 |
|
| Exelon Corporation (EXC) | 0.0 | $2.6M | -3% | 57k | 46.08 |
|
| Ishares Tr Ietf (ESGD) | 0.0 | $2.6M | +156% | 32k | 81.69 |
|
| Phillips 66 (PSX) | 0.0 | $2.6M | -5% | 21k | 123.48 |
|
| Constellation Energy (CEG) | 0.0 | $2.5M | 13k | 201.63 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2025 Q1 filed April 29, 2025
- Financial Counselors 2024 Q4 filed Feb. 12, 2025
- 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