Estate Counselors, LLC Portfolio Holdings by Sector
Estate Counselors, LLC
- $360 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV VFH VDE XLP XLB VHT BNDX XLC 57 stocks |
$267,834
74.38% of portfolio
|
36
|
20
|
10
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR CRWD NET HOOD GDDY AFRM 6 stocks |
$18,847
5.23% of portfolio
|
5
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA IBKR 2 stocks |
$7,355
2.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
PINS TWLO 2 stocks |
$7,348
2.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$7,042
1.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK UAL 2 stocks |
$6,909
1.92% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,360
1.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$5,217
1.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$4,665
1.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$4,430
1.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$3,716
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS 1 stocks |
$3,505
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
UI 1 stocks |
$3,362
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$3,326
0.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP 1 stocks |
$3,256
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$3,214
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$2,476
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$537
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FMBH 1 stocks |
$397
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$266
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TLRY 1 stocks |
$46
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|