Estate Counselors, LLC Portfolio Holdings by Sector
Estate Counselors, LLC
- $374 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS XLP BSV FUTY XLB BND VDE XLV 49 stocks |
$286,905
76.67% of portfolio
|
32
|
14
|
13
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD PLTR VRSN OKTA 4 stocks |
$15,709
4.2% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
PR DVN 2 stocks |
$7,301
1.95% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HWM BA 2 stocks |
$7,289
1.95% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM STLA 2 stocks |
$7,051
1.88% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA INTC 3 stocks |
$4,813
1.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$3,871
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRBG 1 stocks |
$3,841
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$3,799
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ATI 1 stocks |
$3,780
1.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$3,688
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$3,621
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$3,617
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$3,582
0.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$3,523
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EIX 1 stocks |
$3,302
0.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CHWY 1 stocks |
$3,197
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DUOL 1 stocks |
$2,816
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,357
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$705
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FMBH 1 stocks |
$426
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TLRY 1 stocks |
$28
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|