Financial Counselors Inc Purchases in Q1 2025

Financial Counselors Inc

  • $6.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
154
New
$1739.0 - $2260.0 $268K - $348K
154 $300K
LHX
L3 Harris Technologies, Inc.

Industrials
1.41K
New
$194.65 - $222.86 $275K - $315K
1.41K $295K
HRL
Hormel Foods Corp

Consumer Defensive
14.7K
+ 3.96%
$28.29 - $31.52 $415K - $462K
385K $11.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
818
+ 20.92%
$80.53 - $147.57 $65.9K - $121K
4.73K $625K
NRG
Nrg Energy, Inc.

Utilities
3.06K
New
$84.82 - $113.33 $260K - $347K
3.06K $292K
POOL
Pool Corp

Industrials
1.38K
+ 21.14%
$314.92 - $364.31 $434K - $502K
7.89K $2.51M
NGD
New Gold Inc.

Basic Materials
78K
New
$2.54 - $3.71 $198K - $289K
78K $289K
CL
Colgate Palmolive CO

Consumer Defensive
1.99K
+ 6.1%
$85.68 - $97.5 $171K - $194K
34.6K $3.24M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.3K
New
$42.3 - $53.69 $224K - $285K
5.3K $276K
ITM
Vaneck Intermediate Muni ETF

ETFs
6.47K
+ 20.38%
$45.21 - $46.67 $293K - $302K
38.2K $1.74M
ORCC
Owl Rock Capital Corp

Financial Services
19.3K
New
N/A
19.3K $257K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
528
New
$402.49 - $513.76 $213K - $271K
528 $255K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.29K
New
$106.46 - $114.75 $244K - $263K
2.29K $252K
MUB
Ishares National Muni Bond ETF

ETFs
2.82K
+ 6.75%
$104.71 - $107.69 $295K - $304K
44.6K $4.71M
CME
Cme Group Inc.

Financial Services
461
+ 12.18%
$225.82 - $266.54 $104K - $123K
4.25K $1.13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.22K
New
$46.74 - $47.55 $244K - $248K
5.22K $248K
UBER
Uber Technologies, Inc

Technology
3.38K
New
$63.17 - $81.49 $213K - $275K
3.38K $245K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.37K
+ 14.67%
$169.43 - $182.84 $232K - $250K
10.7K $1.85M
XLE
Energy Sector Spdr

ETFs
182
+ 0.73%
$85.7 - $93.96 $15.6K - $17.1K
25.2K $2.35M
ICF
Ishares Tr

ETFs
3.43K
New
$57.98 - $63.8 $199K - $219K
3.43K $211K
LNT
Alliant Energy Corp

Utilities
3.12K
New
$56.66 - $66.04 $177K - $206K
3.12K $201K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.15K
+ 33.79%
$57.44 - $59.4 $181K - $187K
12.5K $740K
MCK
Mckesson Corp

Healthcare
153
+ 16.7%
$566.21 - $672.99 $86.6K - $103K
1.07K $719K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.12K
+ 14.28%
$77.7 - $78.94 $164K - $167K
16.9K $1.34M
SNY
Sanofi

Healthcare
1.96K
+ 20.59%
$48.15 - $59.42 $94.2K - $116K
11.5K $635K
TMUS
T Mobile Us, Inc.

Communication Services
466
+ 40.31%
$211.3 - $272.83 $98.5K - $127K
1.62K $432K
ADI
Analog Devices Inc

Technology
941
+ 41.55%
$201.56 - $243.82 $190K - $229K
3.21K $646K
IWS
Ishares Russell Midcap Value E

ETFs
1.52K
+ 9.44%
$122.59 - $135.24 $186K - $205K
17.6K $2.21M
MPWR
Monolithic Power Systems Inc

Technology
377
+ 5.37%
$565.7 - $720.25 $213K - $272K
7.4K $4.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.24K
+ 22.26%
$85.29 - $92.57 $106K - $115K
6.82K $621K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.83K
+ 27.59%
$58.01 - $64.46 $106K - $118K
8.45K $524K
TJX
Tjx Companies Inc

Consumer Cyclical
834
+ 2.92%
$112.81 - $126.16 $94.1K - $105K
29.4K $3.58M
BKH
Black Hills Corp

Utilities
176
+ 0.33%
$55.74 - $61.86 $9.81K - $10.9K
54.2K $3.29M
PLTR
Palantir Technologies Inc.

Technology
958
+ 21.41%
$64.98 - $124.62 $62.3K - $119K
5.43K $458K
OKE
Oneok Inc

Energy
1.33K
+ 11.07%
$89.57 - $109.85 $119K - $146K
13.4K $1.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
468
+ 1.34%
$95.85 - $99.25 $44.9K - $46.4K
35.4K $3.5M
KHC
Kraft Heinz CO

Consumer Defensive
3.89K
+ 41.09%
$28.51 - $32.22 $111K - $125K
13.4K $406K
VEU
Vanguard Ftse All World Ex Us

ETFs
890
+ 5.72%
$56.51 - $62.98 $50.3K - $56.1K
16.5K $998K
VLO
Valero Energy Corp

Energy
494
+ 12.68%
$121.76 - $142.99 $60.1K - $70.6K
4.39K $579K
SYY
Sysco Corp

Consumer Defensive
1.52K
+ 14.17%
$70.0 - $77.13 $106K - $117K
12.2K $917K
SONY
Sony Group Corp

Technology
1.75K
+ 16.18%
$19.88 - $25.64 $34.7K - $44.7K
12.5K $318K
GD
General Dynamics Corp

Industrials
209
+ 6.98%
$241.94 - $272.58 $50.6K - $57K
3.2K $873K
HSY
Hershey CO

Consumer Defensive
430
+ 6.67%
$144.74 - $186.36 $62.2K - $80.1K
6.88K $1.18M
VMC
Vulcan Materials CO

Basic Materials
443
+ 46.98%
$220.9 - $277.54 $97.9K - $123K
1.39K $323K
CACI
Caci International Inc

Technology
190
+ 25.47%
N/A
936 $400K
WY
Weyerhaeuser CO

Real Estate
1.5K
+ 4.92%
$27.29 - $31.39 $40.9K - $47.1K
32K $936K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.08K
+ 47.12%
$92.71 - $107.38 $100K - $116K
3.38K $313K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
459
+ 6.77%
$87.68 - $94.52 $40.2K - $43.4K
7.24K $677K
FCX
Freeport Mcmoran Inc

Basic Materials
2.01K
+ 22.44%
$34.5 - $43.01 $69.5K - $86.6K
11K $416K
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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