Financial Counselors Inc Incresed Positions in Q4 2024

Financial Counselors Inc

  • $6.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
8.29K
+ 0.95%
$180.88 - $232.93 $1.5M - $1.93M
882K $193M
GOOGL
Alphabet Inc.

Communication Services
8.64K
+ 1.18%
$161.86 - $196.66 $1.4M - $1.7M
739K $140M
VO
Vanguard Mid Cap ETF

ETFs
45.5K
+ 5.47%
$261.5 - $284.63 $11.9M - $12.9M
878K $232M
CRM
Salesforce, Inc.

Technology
2.44K
+ 1.44%
$270.87 - $367.87 $661K - $897K
172K $57.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
86.2K
+ 333.56%
$126.68 - $134.74 $10.9M - $11.6M
112K $14.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.2K
+ 19.29%
$521.84 - $558.82 $9.5M - $10.2M
113K $60.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
152K
+ 60.79%
$74.5 - $78.37 $11.3M - $11.9M
403K $30.1M
IEMG
Ishares Inc

ETFs
161K
+ 21.71%
N/A
903K $48.4M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
348K
+ 127.65%
$23.99 - $24.55 $8.36M - $8.55M
621K $14.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
73
+ 0.84%
$4100.99 - $5300.34 $299K - $387K
8.73K $43.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
83.1K
+ 5.07%
$63.58 - $71.15 $5.28M - $5.91M
1.72M $112M
BDX
Becton Dickinson & CO

Healthcare
19.8K
+ 1786.9%
$220.02 - $243.75 $4.35M - $4.82M
20.9K $4.74M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.49M
+ 302.63%
$25.93 - $105.3 $38.7M - $157M
1.99M $55.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
+ 1.65%
$370.24 - $418.94 $713K - $806K
119K $47.6M
IVV
Ishares Core S&P 500 ETF

ETFs
4.66K
+ 5.39%
$570.51 - $610.59 $2.66M - $2.84M
91.1K $53.6M
GVI
Ishares Tr

ETFs
60.3K
+ 6.79%
$103.89 - $107.05 $6.26M - $6.45M
947K $98.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.9K
+ 24.5%
$57.53 - $60.83 $3.16M - $3.34M
279K $16.1M
ETR
Entergy Corp

Utilities
153K
+ 92.96%
$73.19 - $156.4 $11.2M - $23.9M
318K $24.1M
META
Meta Platforms, Inc.

Communication Services
267
+ 0.22%
$554.08 - $632.68 $148K - $169K
121K $71.4M
VB
Vanguard Small Cap ETF

ETFs
7.67K
+ 26.78%
$233.76 - $261.58 $1.79M - $2.01M
36.3K $8.73M
SCHO
Schwab Short Term Us Treasury

ETFs
625K
+ 118.32%
$24.06 - $48.88 $15M - $30.5M
1.15M $27.7M
HI
Hillenbrand, Inc.

Industrials
23.1K
+ 7.18%
$25.38 - $34.77 $587K - $805K
345K $10.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.99K
+ 2.24%
$178.39 - $215.0 $533K - $642K
137K $26.3M
VUG
Vanguard Growth ETF

ETFs
1.32K
+ 3.62%
$378.79 - $428.11 $500K - $566K
37.8K $15.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
479K
+ 123.87%
$24.19 - $50.58 $11.6M - $24.2M
866K $21M
CRL
Charles River Laboratories International, Inc.

Healthcare
9.12K
+ 34.3%
$178.58 - $220.69 $1.63M - $2.01M
35.7K $6.59M
KKR
Kkr & Co. Inc.

Financial Services
179
+ 0.23%
$129.87 - $162.87 $23.2K - $29.2K
76.5K $11.3M
CL
Colgate Palmolive CO

Consumer Defensive
15.6K
+ 91.53%
$90.22 - $102.31 $1.41M - $1.6M
32.6K $2.97M
IEFA
Ishares Tr

ETFs
67.5K
+ 14.79%
$70.06 - $77.43 $4.73M - $5.23M
524K $36.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.06K
+ 8.05%
$183.23 - $199.79 $1.66M - $1.81M
122K $22.5M
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 0.05%
$471.27 - $550.62 $8.01K - $9.36K
32K $16.7M
CBSH
Commerce Bancshares Inc

Financial Services
6.92K
+ 4.45%
$57.04 - $74.36 $395K - $515K
162K $10.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.68K
+ 21.29%
$116.4 - $138.52 $545K - $648K
26.7K $3.38M
MUB
Ishares National Muni Bond ETF

ETFs
8.07K
+ 23.92%
$105.78 - $108.7 $854K - $878K
41.8K $4.46M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
37.9K
+ 32.55%
$26.16 - $28.82 $992K - $1.09M
154K $4.04M
WELL
Welltower Inc.

Real Estate
6.1K
+ 146.45%
$123.11 - $139.3 $751K - $850K
10.3K $1.29M
CPRT
Copart Inc

Consumer Cyclical
285
+ 0.19%
$51.36 - $63.8 $14.6K - $18.2K
147K $8.43M
ALL
Allstate Corp

Financial Services
1.96K
+ 2.02%
$181.25 - $208.2 $355K - $408K
98.9K $19.1M
MMM
3 M CO

Industrials
6.55K
+ 28.85%
$124.74 - $137.12 $817K - $898K
29.3K $3.78M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.2K
+ 15.24%
$44.33 - $49.55 $716K - $800K
122K $5.49M
COP
Conocophillips

Energy
26.8K
+ 8.1%
$95.12 - $114.72 $2.55M - $3.07M
358K $35.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
329K
+ 225.36%
$26.93 - $84.95 $8.85M - $27.9M
475K $13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.98K
+ 116.96%
$77.86 - $79.27 $622K - $633K
14.8K $1.16M
MA
Mastercard Inc

Financial Services
494
+ 4.61%
$491.3 - $536.15 $243K - $265K
11.2K $5.9M
VEA
Vanguard Ftse Developed Market

ETFs
140K
+ 11.46%
$47.57 - $52.44 $6.65M - $7.33M
1.36M $65M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.01K
+ 3.46%
$241.48 - $274.89 $244K - $278K
30.3K $7.69M
GS
Goldman Sachs Group Inc

Financial Services
634
+ 25.51%
$486.1 - $608.57 $308K - $386K
3.12K $1.79M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
13.7K
+ 24.22%
$16.43 - $22.77 $225K - $311K
70.1K $1.55M
APH
Amphenol Corp

Technology
595
+ 0.55%
$62.07 - $75.35 $36.9K - $44.8K
110K $7.62M
Activity Summary
Buys All Purchases 221 New Holdings 27 Increased Positions 194 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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