Estate Counselors, LLC Reduced Holdings in Q4 2024

Estate Counselors, LLC

  • $362 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-145K
- 92.29%
$87.1 - $98.49 $12.6M - $14.3M
12.1K $1.06M
XLB
Select Sector Spdr Fd Material

ETFs
-78.6K
- 33.31%
$83.8 - $97.58 $6.59M - $7.67M
157K $13.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-151K
- 41.76%
$40.06 - $45.21 $6.07M - $6.85M
211K $8.59M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-91.6K
- 87.14%
$74.68 - $81.45 $6.84M - $7.46M
13.5K $1.01M
XLU
Utilities Sector Spdr

ETFs
-89.5K
- 63.17%
$74.89 - $82.93 $6.7M - $7.42M
52.2K $3.95M
VTV
Vanguard Value ETF

ETFs
-42.2K
- 88.67%
$168.32 - $181.87 $7.11M - $7.68M
5.4K $913K
VNQ
Vanguard Specialized Funds Van

ETFs
-65.9K
- 92.55%
$87.85 - $98.6 $5.79M - $6.5M
5.3K $472K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-18.8K
- 79.74%
$71.75 - $75.11 $1.35M - $1.42M
4.79K $344K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.02K
- 11.3%
$174.22 - $187.62 $1.05M - $1.13M
47.2K $8.28M
MBB
Ishares Tr

ETFs
-7.67K
- 63.53%
$91.26 - $95.82 $700K - $734K
4.4K $403K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.63K
- 38.48%
$77.86 - $79.27 $127K - $129K
2.6K $202K
VCIT
Vanguard Intermediate Term Cor

ETFs
-235
- 1.54%
$80.13 - $83.77 $18.8K - $19.7K
15.1K $1.21M
VGSH
Vanguard

ETFs
-520
- 1.25%
$58.02 - $58.88 $30.2K - $30.6K
40.9K $2.38M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-565
- 8.41%
$43.44 - $45.05 $24.5K - $25.5K
6.16K $267K
ETF Ser Solutions
-31.2K
- 0.29%
N/A
10.9M $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 1.12%
$567.81 - $607.81 $14.2K - $15.2K
2.2K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 0.43%
$370.24 - $418.94 $4.81K - $5.45K
2.99K $1.2M
FCNCA
First Citizens Bancshares Inc

Financial Services
-25
- 2.54%
$1818.92 - $2353.08 $45.5K - $58.8K
960 $2.03M
TRGP
Targa Resources Corp.

Energy
-110
- 0.92%
$150.58 - $207.69 $16.6K - $22.8K
11.9K $2.12M
APO
Apollo Global Management, Inc.

Financial Services
-55
- 0.4%
$131.36 - $178.61 $7.22K - $9.82K
13.5K $2.24M
CVNA
Carvana Co.

Consumer Cyclical
-100
- 0.36%
$175.8 - $260.8 $17.6K - $26.1K
27.5K $5.59M
PLTR
Palantir Technologies Inc.

Technology
-1.51K
- 1.02%
$36.46 - $82.38 $55.1K - $124K
147K $11.1M
APP
App Lovin Corp

Technology
-318
- 0.98%
$130.67 - $401.5 $41.6K - $128K
32.2K $10.4M
Activity Summary
Buys All Purchases 44 New Holdings 17 Increased Positions 27 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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