Estate Counselors, LLC Portfolio Holdings
Estate Counselors, LLC
- $362 Million
- Q4 2024
Estate Counselors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $362 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $31M, Vanguard Financial ETF with a value of $19.2M, Consumer Staples Sector Spdr with a value of $13.7M, Vanguard Energy ETF with a value of $13.7M, and Vanguard Health Care ETF with a value of $13.4M.
Examining the 13F form we can see an decrease of $10.3M in the current position value, from $373M to 362M.
Below you can find more details about Estate Counselors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$362 Million
ETFs: $258 Million
Technology: $47.7 Million
Consumer Cyclical: $14 Million
Industrials: $10.9 Million
Financial Services: $10.4 Million
Energy: $6.76 Million
Utilities: $4.88 Million
Consumer Defensive: $3.57 Million
Other: $6.69 Million