Financial Counselors Inc Incresed Positions in Q1 2025

Financial Counselors Inc

  • $6.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
515K
+ 368.08%
$57.11 - $62.4 $29.4M - $32.1M
655K $39.4M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 0.3%
$169.2 - $216.66 $235K - $301K
472K $98.8M
XOM
Exxon Mobil Corp

Energy
28K
+ 4.69%
$105.44 - $118.93 $2.96M - $3.33M
625K $74.4M
VEA
Vanguard Ftse Developed Market

ETFs
115K
+ 8.43%
$47.4 - $52.99 $5.44M - $6.08M
1.47M $74.9M
BX
Blackstone Inc.

Financial Services
66.2K
+ 846.04%
$136.53 - $186.74 $9.04M - $12.4M
74K $10.3M
IEFA
Ishares Tr

ETFs
73.7K
+ 14.07%
$69.57 - $78.65 $5.13M - $5.8M
598K $45.2M
DOW
Dow Inc.

Basic Materials
303K
+ 58.86%
$34.36 - $41.92 $10.4M - $12.7M
818K $28.6M
COP
Conocophillips

Energy
48.5K
+ 13.55%
$88.6 - $105.85 $4.29M - $5.13M
406K $42.6M
NEE
Nextera Energy Inc

Utilities
96.2K
+ 86.74%
$66.96 - $76.16 $6.44M - $7.32M
207K $14.7M
CVX
Chevron Corp

Energy
2.23K
+ 0.82%
$146.71 - $167.97 $327K - $374K
273K $45.6M
MCD
Mcdonalds Corp

Consumer Cyclical
3.19K
+ 1.52%
$279.74 - $321.29 $892K - $1.02M
213K $66.5M
GVI
Ishares Tr

ETFs
32.7K
+ 3.46%
$103.49 - $106.02 $3.39M - $3.47M
980K $104M
KKR
Kkr & Co. Inc.

Financial Services
62.4K
+ 81.63%
$108.17 - $167.07 $6.75M - $10.4M
139K $16.1M
NVS
Novartis Ag

Healthcare
7.86K
+ 3.05%
$97.14 - $115.57 $764K - $909K
266K $29.7M
NOC
Northrop Grumman Corp

Industrials
3.01K
+ 4.35%
$433.45 - $513.82 $1.3M - $1.55M
72.2K $36.9M
PG
Procter & Gamble CO

Consumer Defensive
19.4K
+ 5.25%
$158.56 - $176.26 $3.07M - $3.41M
388K $66.2M
MDT
Medtronic PLC

Healthcare
21.2K
+ 10.55%
$79.84 - $94.5 $1.69M - $2M
222K $20M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.2K
+ 25.13%
$56.17 - $59.71 $3.94M - $4.19M
349K $20M
AEP
American Electric Power CO Inc

Utilities
24.9K
+ 37.92%
$90.32 - $109.27 $2.25M - $2.72M
90.4K $9.88M
META
Meta Platforms, Inc.

Communication Services
9.38K
+ 7.75%
$576.36 - $736.67 $5.41M - $6.91M
130K $75.2M
UNP
Union Pacific Corp

Industrials
5.11K
+ 1.94%
$225.21 - $254.42 $1.15M - $1.3M
269K $63.6M
VZ
Verizon Communications Inc

Communication Services
5.63K
+ 0.99%
$37.81 - $46.49 $213K - $262K
576K $26.1M
FIS
Fidelity National Information Services, Inc.

Technology
49.5K
+ 66.9%
$68.12 - $83.42 $3.37M - $4.13M
123K $9.22M
PLD
Prologis, Inc.

Real Estate
19.1K
+ 16.4%
$103.59 - $124.04 $1.98M - $2.37M
135K $15.1M
ECL
Ecolab Inc.

Basic Materials
488
+ 0.41%
$229.72 - $269.82 $112K - $132K
121K $30.7M
TRP
Tc Energy Corp

Energy
45.2K
+ 22.36%
$44.29 - $49.27 $2M - $2.22M
247K $11.7M
HAS
Hasbro, Inc.

Consumer Cyclical
26.5K
+ 23.97%
$56.16 - $69.06 $1.49M - $1.83M
137K $8.43M
BDX
Becton Dickinson & CO

Healthcare
8.58K
+ 41.07%
$222.79 - $249.08 $1.91M - $2.14M
29.5K $6.75M
IWR
Ishares Russell Mid Cap ETF

ETFs
24.1K
+ 59.22%
$82.81 - $92.93 $2M - $2.24M
64.8K $5.52M
QCOM
Qualcomm Inc

Technology
12.2K
+ 6.15%
$151.94 - $175.86 $1.86M - $2.15M
211K $32.4M
MRK
Merck & Co., Inc.

Healthcare
86.7K
+ 14.01%
$83.01 - $101.02 $7.19M - $8.75M
705K $63.3M
ASML
Asml Holding Nv

Technology
3.41K
+ 20.75%
$662.63 - $776.99 $2.26M - $2.65M
19.8K $13.1M
PEP
Pepsico Inc

Consumer Defensive
16.1K
+ 4.56%
$142.64 - $156.42 $2.3M - $2.52M
369K $55.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
19.3K
+ 156.32%
$75.32 - $84.77 $1.46M - $1.64M
31.7K $2.59M
URI
United Rentals, Inc.

Industrials
3.37K
+ 50.58%
$594.17 - $789.56 $2M - $2.66M
10K $6.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
57.7K
+ 37.37%
$25.35 - $27.46 $1.46M - $1.58M
212K $5.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.7K
+ 7.14%
$42.5 - $46.71 $1.05M - $1.16M
371K $16.8M
IAU
Ishares Gold Trust

ETFs
941
+ 0.61%
$49.74 - $58.96 $46.8K - $55.5K
156K $9.21M
GLD
Spdr Gold Trust

ETFs
2.38K
+ 13.46%
$243.19 - $288.14 $579K - $686K
20.1K $5.78M
SCHO
Schwab Short Term Us Treasury

ETFs
47.6K
+ 4.12%
$24.1 - $24.34 $1.15M - $1.16M
1.2M $29.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
690
+ 0.33%
$74.85 - $84.89 $51.6K - $58.6K
211K $17.2M
GE
General Electric CO

Industrials
708
+ 2.16%
$168.59 - $212.13 $119K - $150K
33.4K $6.69M
EEM
Ishares Msci Emerging Markets

ETFs
24.7K
+ 53.77%
$40.81 - $45.34 $1.01M - $1.12M
70.6K $3.08M
NFLX
Netflix Inc

Communication Services
149
+ 0.64%
$828.4 - $1058.6 $123K - $158K
23.3K $21.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.57K
+ 81.94%
$302.31 - $337.54 $1.08M - $1.21M
7.93K $2.43M
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
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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