Financial Counselors Inc Purchases in Q1 2025

Financial Counselors Inc

  • $6.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
3.46K
+ 2.84%
$182.82 - $196.21 $632K - $678K
125K $23.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
14K
+ 38.77%
$92.45 - $106.69 $1.3M - $1.5M
50.2K $4.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.3K
+ 5.11%
$27.01 - $28.54 $655K - $692K
499K $13.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
10.3K
+ 38.57%
$114.9 - $139.6 $1.18M - $1.44M
36.9K $4.34M
VNQ
Vanguard Specialized Funds Van

ETFs
357
+ 0.06%
$85.55 - $94.34 $30.5K - $33.7K
618K $55.9M
MS
Morgan Stanley

Financial Services
14K
+ 17.47%
$111.68 - $141.08 $1.56M - $1.97M
94K $11M
SYK
Stryker Corp

Healthcare
1.17K
+ 3.19%
$355.18 - $399.9 $414K - $466K
37.7K $14M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.9K
+ 1.6%
$24.05 - $24.86 $333K - $345K
880K $21.9M
DGRO
Ishares Core Dividend Growth E

ETFs
13.1K
+ 260.23%
$60.46 - $64.42 $791K - $843K
18.1K $1.12M
IVE
Ishares S&P 500 Value ETF

ETFs
4.03K
+ 35.47%
$185.78 - $198.58 $749K - $800K
15.4K $2.93M
VMI
Valmont Industries Inc

Industrials
2.54K
New
$285.37 - $376.98 $724K - $956K
2.54K $723K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.28K
+ 128.48%
$168.16 - $186.21 $720K - $797K
7.61K $1.3M
CBSH
Commerce Bancshares Inc

Financial Services
11.3K
+ 6.94%
$58.85 - $68.59 $663K - $773K
174K $10.8M
BUSE
First Busey Corp

Financial Services
31.3K
New
$21.26 - $25.35 $665K - $793K
31.3K $675K
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.3K
+ 12.94%
$29.82 - $30.1 $606K - $612K
177K $5.34M
IWM
Ishares Russell 2000 ETF

ETFs
6.76K
+ 19.88%
$198.1 - $229.79 $1.34M - $1.55M
40.8K $8.14M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.14K
+ 8.54%
$156.61 - $168.02 $649K - $696K
52.7K $8.45M
EPD
Enterprise Products Partners L.P.

Energy
14.7K
+ 51.2%
$31.75 - $34.14 $468K - $503K
43.5K $1.49M
IEF
Ishares Barclays

ETFs
5.46K
+ 28.41%
$91.17 - $95.39 $497K - $520K
24.7K $2.35M
BSX
Boston Scientific Corp

Healthcare
4.68K
+ 63.52%
$89.38 - $106.18 $418K - $497K
12K $1.22M
DFAE
Dimensional ETF Tr

ETFs
21.3K
New
$24.64 - $26.86 $525K - $572K
21.3K $551K
EVRG
Evergy, Inc.

Utilities
256
+ 0.36%
$59.9 - $69.52 $15.3K - $17.8K
70.6K $4.87M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.26K
+ 51.31%
$79.17 - $82.04 $496K - $514K
18.5K $1.51M
ADP
Automatic Data Processing Inc

Industrials
1.2K
+ 9.56%
$286.85 - $318.64 $344K - $382K
13.7K $4.19M
K
Kellogg CO

Consumer Defensive
6.33K
New
$81.06 - $82.9 $513K - $525K
6.33K $522K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
689
+ 0.64%
$128.74 - $138.67 $88.7K - $95.5K
109K $14.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
15K
+ 115.07%
$26.09 - $30.21 $391K - $453K
28K $816K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.89K
New
$114.57 - $118.14 $446K - $460K
3.89K $459K
ITA
Ishares Tr

ETFs
2.98K
New
$144.84 - $159.5 $431K - $475K
2.98K $455K
XLV
Select Sector Spdr Fund Health

ETFs
992
+ 2.92%
$137.61 - $149.68 $137K - $148K
34.9K $5.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.17K
New
$99.16 - $99.52 $414K - $415K
4.17K $414K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.3K
+ 6.34%
$27.47 - $30.62 $200K - $223K
122K $3.62M
PHYS
Sprott Physical Gold Trust

Financial Services
16.8K
New
$20.25 - $24.06 $340K - $404K
16.8K $403K
SHW
Sherwin Williams CO

Basic Materials
419
+ 1.61%
$330.16 - $365.55 $138K - $153K
26.5K $9.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 4.99%
$56.12 - $68.15 $92.9K - $113K
34.8K $2.36M
INDA
Ishares Msci India Index Fund

ETFs
7.37K
New
$47.8 - $53.4 $352K - $393K
7.37K $379K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.16K
+ 39.81%
$208.48 - $244.03 $242K - $283K
4.07K $994K
SCL
Stepan CO

Basic Materials
6.4K
New
$55.04 - $65.59 $352K - $420K
6.4K $352K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.35K
+ 5.42%
$497.6 - $606.74 $2.16M - $2.64M
84.5K $42.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.55K
+ 112.23%
$62.72 - $71.92 $348K - $399K
10.5K $661K
VTV
Vanguard Value ETF

ETFs
1.24K
+ 3.31%
$167.73 - $179.21 $208K - $222K
38.7K $6.68M
SLV
I Shares Silver Trust

ETFs
1.83K
+ 3.03%
$26.93 - $31.32 $49.3K - $57.3K
62.2K $1.93M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.9K
New
$24.11 - $28.41 $287K - $338K
11.9K $338K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.7K
+ 16.92%
$40.03 - $46.81 $827K - $967K
143K $5.82M
IDEV
Ishares Core Msci Intl Develop

ETFs
122
+ 0.17%
$63.77 - $71.36 $7.78K - $8.71K
73.3K $5.05M
AGI
Alamos Gold Inc

Basic Materials
12.3K
New
$18.69 - $26.74 $229K - $328K
12.3K $327K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.45K
+ 8.09%
$237.72 - $276.98 $583K - $679K
32.8K $8.01M
ET
Energy Transfer LP

Energy
18.3K
+ 106.17%
$17.26 - $21.08 $316K - $385K
35.5K $660K
AZO
Autozone Inc

Consumer Cyclical
81
New
$3193.96 - $3828.11 $259K - $310K
81 $308K
Activity Summary
Buys All Purchases 239 New Holdings 31 Increased Positions 208 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 0 Puts 0
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