Estate Counselors, LLC Purchases in Q1 2025

Estate Counselors, LLC

  • $360 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
338K
+ 3242.12%
$110.11 - $110.51 $37.2M - $37.3M
348K $38.5M
BNDX
Vanguard Total International B

ETFs
192K
+ 2792.43%
$48.33 - $49.5 $9.26M - $9.49M
199K $9.69M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
87.9K
New
$100.59 - $103.47 $8.84M - $9.1M
87.9K $9.1M
BALL
Ball Corp

Consumer Cyclical
135K
New
$49.04 - $56.53 $6.63M - $7.65M
135K $7.04M
VTV
Vanguard Value ETF

ETFs
30.2K
+ 559.57%
$167.73 - $179.21 $5.07M - $5.41M
35.6K $6.15M
AXON
Axon Enterprise, Inc.

Industrials
9.92K
New
$496.65 - $710.01 $4.93M - $7.04M
9.92K $5.22M
THC
Tenet Healthcare Corp

Healthcare
34.7K
New
$119.51 - $144.98 $4.15M - $5.03M
34.7K $4.67M
ALK
Alaska Air Group, Inc.

Industrials
90.1K
New
$49.22 - $76.6 $4.43M - $6.9M
90.1K $4.43M
EW
Edwards Lifesciences Corp

Healthcare
61.1K
New
$67.95 - $76.19 $4.15M - $4.66M
61.1K $4.43M
LPLA
Lpl Financial Holdings Inc.

Financial Services
12.4K
New
$308.87 - $383.33 $3.84M - $4.76M
12.4K $4.07M
VTI
Vanguard Total Stock Market Et

ETFs
14.4K
+ 165.83%
$271.18 - $303.12 $3.92M - $4.38M
23.1K $6.36M
IWS
Ishares Russell Midcap Value E

ETFs
30.3K
New
$122.59 - $135.24 $3.71M - $4.09M
30.3K $3.81M
PINS
Pinterest, Inc.

Communication Services
120K
New
$29.79 - $40.0 $3.57M - $4.8M
120K $3.72M
TPR
Tapestry, Inc.

Consumer Cyclical
52.8K
New
$65.63 - $89.21 $3.46M - $4.71M
52.8K $3.72M
TWLO
Twilio Inc

Communication Services
37.1K
New
$94.9 - $148.35 $3.52M - $5.5M
37.1K $3.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
10.2K
New
$308.86 - $455.36 $3.15M - $4.65M
10.2K $3.6M
DOCS
Doximity, Inc.

Healthcare
60.4K
New
$49.71 - $83.14 $3M - $5.02M
60.4K $3.51M
SOFI
So Fi Technologies, Inc.

Financial Services
286K
New
$11.18 - $18.03 $3.2M - $5.16M
286K $3.33M
IBKR
Interactive Brokers Group, Inc.

Financial Services
19.9K
New
$161.03 - $235.53 $3.2M - $4.68M
19.9K $3.29M
NET
Cloudflare, Inc.

Technology
28K
New
$110.71 - $176.5 $3.1M - $4.95M
28K $3.16M
HOOD
Robinhood Markets, Inc.

Technology
71.3K
New
$35.63 - $65.28 $2.54M - $4.66M
71.3K $2.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.31K
+ 195.91%
$551.42 - $612.93 $2.38M - $2.64M
6.51K $3.64M
GLD
Spdr Gold Trust

ETFs
4.73K
New
$243.19 - $288.14 $1.15M - $1.36M
4.73K $1.36M
EMB
Ishares Tr

ETFs
11.4K
+ 12.87%
$88.64 - $92.03 $1.01M - $1.05M
100K $9.09M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.8K
New
$106.22 - $111.09 $1.04M - $1.09M
9.8K $1.09M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
42.9K
+ 12.75%
$24.07 - $24.5 $1.03M - $1.05M
379K $9.19M
VDE
Vanguard Energy ETF

ETFs
465
+ 0.41%
$119.14 - $132.76 $55.4K - $61.7K
113K $14.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
10.6K
+ 12.52%
$94.86 - $97.12 $1M - $1.03M
94.8K $9.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.4K
New
$126.11 - $135.06 $933K - $999K
7.4K $954K
MCHI
Ishares Msci China ETF

ETFs
14.6K
New
$43.71 - $58.65 $637K - $855K
14.6K $792K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.1K
New
$64.88 - $72.1 $719K - $799K
11.1K $728K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.54K
New
$468.34 - $539.52 $719K - $828K
1.54K $719K
CWB
Spdr Bloomberg Convertible Sec

ETFs
11K
+ 9.94%
$75.99 - $81.58 $835K - $897K
122K $9.31M
XLB
Select Sector Spdr Fd Material

ETFs
1.41K
+ 0.89%
$83.19 - $90.99 $117K - $128K
159K $13.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.75K
+ 0.83%
$39.18 - $43.52 $68.4K - $75.9K
213K $8.91M
SPMD
Spdr Portfolio

ETFs
5.78K
New
$50.21 - $57.73 $290K - $334K
5.78K $295K
VFH
Vanguard Financial ETF

ETFs
370
+ 0.23%
$114.07 - $127.34 $42.2K - $47.1K
163K $19.5M
LNG
Cheniere Energy, Inc.

Energy
175
+ 1.28%
$209.32 - $253.66 $36.6K - $44.4K
13.9K $3.21M
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
New
$190.26 - $242.06 $266K - $339K
1.4K $266K
XLE
Energy Sector Spdr

ETFs
1.91K
+ 72.08%
$85.7 - $93.96 $164K - $179K
4.56K $426K
XLU
Utilities Sector Spdr

ETFs
167
+ 0.32%
$74.7 - $80.27 $12.5K - $13.4K
52.3K $4.13M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.55K
+ 2.62%
$21.16 - $21.77 $96.3K - $99.1K
178K $3.88M
XLP
Consumer Staples Sector Spdr

ETFs
2.29K
+ 1.27%
N/A
183K $13.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.5K
+ 55.34%
$45.92 - $47.58 $161K - $167K
9.83K $466K
XLV
Select Sector Spdr Fund Health

ETFs
960
+ 54.24%
$137.61 - $149.68 $132K - $144K
2.73K $398K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.64K
+ 34.24%
$71.17 - $73.66 $117K - $121K
6.43K $472K
VB
Vanguard Small Cap ETF

ETFs
760
+ 24.28%
$217.89 - $252.64 $166K - $192K
3.89K $862K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
705
+ 3.54%
$76.94 - $78.28 $54.2K - $55.2K
20.6K $1.62M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.1K
+ 3.41%
$22.61 - $23.14 $47.4K - $48.5K
63.5K $1.47M
Activity Summary
Buys All Purchases 65 New Holdings 28 Increased Positions 37 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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