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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.5 Million 10.68% of portfolio
348,115
Q1 2025 Added 3,242.12%
$0
$19.5 Million 5.41% of portfolio
162,940
Q1 2025 Added 0.23%
$0
$14.7 Million 4.08% of portfolio
113,345
Q1 2025 Added 0.41%
$0
$13.9 Million 3.86% of portfolio
182,978
Q1 2025 Added 1.27%
$0
$13.7 Million 3.79% of portfolio
158,788
Q1 2025 Added 0.89%
$0
$13 Million 3.61% of portfolio
49,110
Q1 2025 Reduced 7.29%
$0
$9.69 Million 2.69% of portfolio
198,565
Q1 2025 Added 2,792.43%
$0
$9.33 Million 2.59% of portfolio
96,722
Q1 2025 Reduced 2.23%
$0
$9.31 Million 2.59% of portfolio
121,562
Q1 2025 Added 9.94%
$0
$9.19 Million 2.55% of portfolio
378,990
Q1 2025 Added 12.75%
$0
$9.1 Million 2.53% of portfolio
87,915
Q1 2025 New
$0
$9.09 Million 2.52% of portfolio
100,288
Q1 2025 Added 12.87%
$0
$9.04 Million 2.51% of portfolio
94,846
Q1 2025 Added 12.52%
$0
$8.91 Million 2.47% of portfolio
212,958
Q1 2025 Added 0.83%
$0
$7.85 Million 2.18% of portfolio
38,009
Q1 2025 Reduced 0.6%
$0
$6.36 Million 1.77% of portfolio
23,143
Q1 2025 Added 165.83%
$0
$5.6 Million 1.55% of portfolio
28,062
Q1 2025 Reduced 0.89%
$0
$5.53 Million 1.53% of portfolio
110,927
Q1 2025 Reduced 5.49%
$0
$4.93 Million 1.37% of portfolio
96,735
Q1 2025 Reduced 0.18%
$0
$4.89 Million 1.36% of portfolio
62,786
Q1 2025 Reduced 8.49%
$0
$4.13 Million 1.15% of portfolio
52,339
Q1 2025 Added 0.32%
$0
$3.97 Million 1.1% of portfolio
158,385
Q1 2025 New
$0
$3.88 Million 1.08% of portfolio
178,276
Q1 2025 Added 2.62%
$0
$3.81 Million 1.06% of portfolio
30,250
Q1 2025 New
$0
$3.64 Million 1.01% of portfolio
6,510
Q1 2025 Added 195.91%
$0
$2.21 Million 0.61% of portfolio
37,942
Q1 2025 Reduced 21.51%
$0
$1.76 Million 0.49% of portfolio
4,754
Q1 2025 Reduced 75.16%
$0
$1.69 Million 0.47% of portfolio
28,845
Q1 2025 Reduced 29.56%
$0
$1.62 Million 0.45% of portfolio
20,636
Q1 2025 Added 3.54%
$0
$1.5 Million 0.42% of portfolio
9,315
Q1 2025 Reduced 76.03%
$0
$1.47 Million 0.41% of portfolio
63,454
Q1 2025 Added 3.41%
$105B
$1.36 Million 0.38% of portfolio
4,730
Q1 2025 New
$0
$1.25 Million 0.35% of portfolio
4,045
Q1 2025 Reduced 4.94%
$0
$1.09 Million 0.3% of portfolio
9,800
Q1 2025 New
$0
$1.02 Million 0.28% of portfolio
12,486
Q1 2025 Reduced 17.08%
$0
$924,000 0.26% of portfolio
2,561
Q1 2025 Reduced 14.23%
$0
$954,000 0.26% of portfolio
7,400
Q1 2025 New
$0
$862,000 0.24% of portfolio
3,890
Q1 2025 Added 24.28%
$0
$869,000 0.24% of portfolio
8,317
Q1 2025 Reduced 80.05%
$0
$792,000 0.22% of portfolio
14,575
Q1 2025 New
$0
$728,000 0.2% of portfolio
11,075
Q1 2025 New
$0
$719,000 0.2% of portfolio
1,535
Q1 2025 New
$0
$596,000 0.17% of portfolio
7,561
Q1 2025 Added 4.2%
$0
$530,000 0.15% of portfolio
6,930
Q1 2025 Reduced 1.35%
$0
$485,000 0.13% of portfolio
2,400
Q3 2024 New
$0
$466,000 0.13% of portfolio
9,825
Q1 2025 Added 55.34%
$0
$462,000 0.13% of portfolio
33,955
Q1 2025 Reduced 30.84%
$0
$472,000 0.13% of portfolio
6,430
Q1 2025 Added 34.24%
$0
$426,000 0.12% of portfolio
4,560
Q1 2025 Added 72.08%

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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