Estate Counselors, LLC New Holdings in Q2 2025

Estate Counselors, LLC

  • $374 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
112K
New
$82.21 - $83.12 $9.25M - $9.35M
112K $9.32M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
445K
New
$20.12 - $21.0 $8.96M - $9.35M
445K $9.32M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
92.7K
New
$100.04 - $100.54 $9.27M - $9.32M
92.7K $9.32M
XLY
Select Sector Spdr Consumer Di

ETFs
38.2K
New
$176.34 - $218.59 $6.74M - $8.36M
38.2K $8.31M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
105K
New
$47.89 - $48.65 $5.01M - $5.09M
105K $5.09M
SPOT
Spotify Technology S.A.

Communication Services
5.05K
New
$503.3 - $775.9 $2.54M - $3.92M
5.05K $3.87M
CRBG
Corebridge Financial, Inc.

Financial Services
108K
New
$25.41 - $35.83 $2.75M - $3.88M
108K $3.84M
NFLX
Netflix Inc

Communication Services
2.84K
New
$855.86 - $1339.13 $2.43M - $3.8M
2.84K $3.8M
HWM
Howmet Aerospace Inc.

Industrials
20.3K
New
$112.33 - $186.13 $2.29M - $3.79M
20.3K $3.79M
ATI
Allegheny Technologies Inc

Industrials
43.8K
New
$41.97 - $86.8 $1.84M - $3.8M
43.8K $3.78M
VRSN
Verisign Inc

Technology
12.9K
New
$234.49 - $288.8 $3.03M - $3.74M
12.9K $3.74M
PR
Permian Resources Corporation

Energy
272K
New
$10.36 - $14.93 $2.82M - $4.06M
272K $3.7M
OPCH
Option Care Health, Inc.

Healthcare
114K
New
$30.69 - $34.95 $3.49M - $3.97M
114K $3.69M
GM
General Motors CO

Consumer Cyclical
74.6K
New
$42.48 - $50.46 $3.17M - $3.76M
74.6K $3.67M
GE
General Electric CO

Industrials
14.1K
New
$166.81 - $257.39 $2.35M - $3.62M
14.1K $3.62M
NRG
Nrg Energy, Inc.

Utilities
22.5K
New
$83.61 - $162.67 $1.88M - $3.66M
22.5K $3.62M
DVN
Devon Energy Corp

Energy
113K
New
$26.8 - $37.92 $3.03M - $4.29M
113K $3.6M
PM
Philip Morris International Inc.

Consumer Defensive
19.7K
New
$149.23 - $184.95 $2.94M - $3.64M
19.7K $3.58M
MOS
Mosaic CO

Basic Materials
96.6K
New
$22.76 - $36.95 $2.2M - $3.57M
96.6K $3.52M
BA
Boeing CO

Industrials
16.7K
New
$136.59 - $217.51 $2.28M - $3.64M
16.7K $3.5M
STLA
Stellantis N.V.

Consumer Cyclical
337K
New
$8.53 - $11.27 $2.87M - $3.8M
337K $3.38M
EIX
Edison International

Utilities
64K
New
$48.32 - $59.92 $3.09M - $3.84M
64K $3.3M
CHWY
Chewy, Inc.

Consumer Cyclical
75K
New
$31.21 - $48.21 $2.34M - $3.62M
75K $3.2M
DUOL
Duolingo, Inc.

Technology
6.87K
New
$292.88 - $540.68 $2.01M - $3.71M
6.87K $2.82M
OKTA
Okta, Inc.

Technology
27.6K
New
$91.24 - $127.3 $2.52M - $3.51M
27.6K $2.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.4K
New
$39.89 - $49.46 $574K - $711K
14.4K $711K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
8.59K
New
$65.04 - $82.18 $558K - $706K
8.59K $705K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.9K
New
$62.73 - $78.42 $558K - $698K
8.9K $689K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.44K
New
$83.97 - $92.85 $541K - $598K
6.44K $568K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.93K
New
$50.08 - $63.14 $447K - $564K
8.93K $563K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.91K
New
$66.5 - $71.25 $526K - $563K
7.91K $549K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.7K
New
$108.06 - $135.3 $400K - $501K
3.7K $500K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7.39K
New
$34.28 - $41.6 $253K - $307K
7.39K $306K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
7.23K
New
$33.46 - $41.33 $242K - $299K
7.23K $298K
INTC
Intel Corp

Technology
12K
New
$18.13 - $22.69 $218K - $272K
12K $268K
Nextracker Inc
62.4K
New
N/A
62.4K $0
Activity Summary
Buys All Purchases 58 New Holdings 37 Increased Positions 21 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Estate Counselors, LLC Portfolio

Follow Estate Counselors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email