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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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