Estate Counselors, LLC New Holdings in Q1 2025

Estate Counselors, LLC

  • $360 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
158K
New
$24.91 - $29.02 $3.95M - $4.6M
158K $3.97M
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
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
GLD
Spdr Gold Trust

ETFs
4.73K
New
$243.19 - $288.14 $1.15M - $1.36M
4.73K $1.36M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.8K
New
$106.22 - $111.09 $1.04M - $1.09M
9.8K $1.09M
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
SPMD
Spdr Portfolio

ETFs
5.78K
New
$50.21 - $57.73 $290K - $334K
5.78K $295K
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
New
$190.26 - $242.06 $266K - $339K
1.4K $266K
Ge Vernova Inc
12.7K
New
N/A
12.7K $0
Atlassian Corporation
21.8K
New
N/A
21.8K $0
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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