Estate Counselors, LLC Portfolio Holdings

Estate Counselors, LLC

  • $360 Million
  • Q1 2025

Estate Counselors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $360 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $38.5M, Vanguard Financial ETF with a value of $19.5M, Vanguard Energy ETF with a value of $14.7M, Consumer Staples Sector Spdr with a value of $13.9M, and Select Sector Spdr Fd Material with a value of $13.7M.

Examining the 13F form we can see an decrease of $2.29M in the current position value, from $362M to 360M.

Below you can find more details about Estate Counselors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Million
ETFs: $274 Million
Technology: $26 Million
Healthcare: $12.6 Million
Industrials: $12.1 Million
Financial Services: $11.1 Million
Consumer Cyclical: $11 Million
Communication Services: $7.35 Million
Energy: $3.21 Million
Other: $2.48 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.5B
$7.04 Million 1.96% of portfolio
135,260
Q1 2025 New
$57.3B
$5.22 Million 1.45% of portfolio
9,920
Q1 2025 New
$18.5B
$4.67 Million 1.3% of portfolio
34,690
Q1 2025 New
$47.7B
$4.43 Million 1.23% of portfolio
61,130
Q1 2025 New
$6.31B
$4.43 Million 1.23% of portfolio
90,070
Q1 2025 New
$281B
$4.34 Million 1.2% of portfolio
51,375
Q1 2025 Reduced 65.03%
$30.4B
$4.07 Million 1.13% of portfolio
12,430
Q1 2025 New
$21.1B
$3.72 Million 1.03% of portfolio
119,875
Q1 2025 New
$23.1B
$3.72 Million 1.03% of portfolio
52,780
Q1 2025 New
$21.1B
$3.63 Million 1.01% of portfolio
37,097
Q1 2025 New
$110B
$3.6 Million 1.0% of portfolio
10,210
Q1 2025 New
$6.99B
$3.51 Million 0.97% of portfolio
60,400
Q1 2025 New
$24.4B
$3.36 Million 0.93% of portfolio
10,842
Q1 2025 Added 1.23%
$16.2B
$3.33 Million 0.92% of portfolio
286,025
Q1 2025 New
$5.25B
$3.29 Million 0.91% of portfolio
19,864
Q1 2025 New
$103B
$3.26 Million 0.9% of portfolio
12,290
Q1 2025 Reduced 61.79%
$54.8B
$3.16 Million 0.88% of portfolio
28,025
Q1 2025 New
$79B
$2.97 Million 0.82% of portfolio
71,347
Q1 2025 New
$27.4B
$2.88 Million 0.8% of portfolio
15,990
Q1 2025 Added 1.43%
$26.2B
$2.48 Million 0.69% of portfolio
35,860
Q1 2025 Added 1.43%
$82B
$2.48 Million 0.69% of portfolio
21,090
Q1 2025 Added 0.76%
$15.9B
$1.91 Million 0.53% of portfolio
42,175
Q1 2025 Added 1.44%
$406B
$537,000 0.15% of portfolio
4,960
Q1 2025 Reduced 82.2%
$798M
$397,000 0.11% of portfolio
11,385
Q3 2023 New
$2.27T
$266,000 0.07% of portfolio
1,400
Q1 2025 New
$416M
$46,000 0.01% of portfolio
70,000
Q3 2024 Added 40.0%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $360 Million
  • Prior Value $362 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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