Financial Counselors Inc Reduced Holdings in Q1 2025

Financial Counselors Inc

  • $6.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-77K
- 51.14%
$461.52 - $548.18 $35.5M - $42.2M
73.5K $38.5M
AVGO
Broadcom Inc.

Technology
-11.5K
- 2.1%
$167.43 - $244.7 $1.93M - $2.82M
537K $89.9M
IEMG
Ishares Inc

ETFs
-632K
- 69.95%
N/A
271K $14.6M
DIS
Walt Disney CO

Communication Services
-172K
- 51.81%
$96.87 - $114.0 $16.7M - $19.6M
160K $15.8M
GOOG
Alphabet Inc.

Communication Services
-8.04K
- 1.98%
$156.06 - $207.71 $1.25M - $1.67M
399K $62.3M
AMP
Ameriprise Financial Inc

Financial Services
-15.3K
- 12.47%
$472.29 - $575.13 $7.21M - $8.78M
107K $51.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-83.5K
- 74.51%
$126.11 - $135.06 $10.5M - $11.3M
28.6K $3.68M
CCI
Crown Castle International Corp

Real Estate
-98.3K
- 86.74%
$84.33 - $106.39 $8.29M - $10.5M
15K $1.57M
NOW
Service Now, Inc.

Technology
-1.88K
- 7.68%
$783.83 - $1170.39 $1.48M - $2.2M
22.6K $18M
F
Ford Motor CO

Consumer Cyclical
-781K
- 94.48%
$9.12 - $10.43 $7.12M - $8.14M
45.6K $457K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.38K
- 7.44%
$507.05 - $563.67 $4.25M - $4.72M
104K $53.6M
VO
Vanguard Mid Cap ETF

ETFs
-5.28K
- 0.6%
$251.87 - $277.95 $1.33M - $1.47M
872K $226M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-80K
- 19.87%
$73.78 - $76.59 $5.9M - $6.13M
323K $24.7M
WMT
Walmart Inc.

Consumer Defensive
-33.3K
- 3.69%
$84.5 - $105.05 $2.82M - $3.5M
869K $76.3M
VUG
Vanguard Growth ETF

ETFs
-9.88K
- 26.14%
$369.1 - $427.61 $3.65M - $4.22M
27.9K $10.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-21.3K
- 92.86%
$161.05 - $222.93 $3.42M - $4.74M
1.63K $299K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-193K
- 31.02%
$23.87 - $24.35 $4.6M - $4.69M
429K $10.3M
DLR
Digital Realty Trust, Inc.

Real Estate
-421
- 0.34%
$142.1 - $183.56 $59.8K - $77.3K
124K $17.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-187K
- 10.36%
$25.77 - $27.6 $4.82M - $5.16M
1.62M $43M
EMR
Emerson Electric CO

Industrials
-7.47K
- 3.45%
$108.64 - $131.17 $811K - $980K
209K $22.9M
CRL
Charles River Laboratories International, Inc.

Healthcare
-16.9K
- 47.28%
$150.52 - $190.14 $2.54M - $3.21M
18.8K $2.83M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-124
- 1.42%
$4295.4 - $5141.88 $533K - $638K
8.6K $39.6M
JPM
Jpmorgan Chase & CO

Financial Services
-25.7K
- 5.5%
$225.19 - $279.95 $5.79M - $7.2M
441K $108M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.65K
- 0.61%
$102.49 - $119.96 $170K - $198K
270K $28.3M
ISRG
Intuitive Surgical Inc

Healthcare
-4.3K
- 13.41%
$476.63 - $610.45 $2.05M - $2.62M
27.7K $13.7M
GLW
Corning Inc

Technology
-52.1K
- 17.22%
$44.91 - $54.25 $2.34M - $2.83M
251K $11.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.86K
- 3.84%
$102.72 - $143.06 $396K - $552K
96.7K $10.1M
USB
Us Bancorp \De\

Financial Services
-12.7K
- 3.19%
$40.92 - $50.9 $522K - $649K
386K $16.3M
CW
Curtiss Wright Corp

Industrials
-2.61K
- 5.07%
$304.82 - $384.07 $795K - $1M
48.8K $15.5M
HBAN
Huntington Bancshares Inc

Financial Services
-52.5K
- 3.74%
$14.28 - $17.39 $749K - $912K
1.35M $20.3M
HI
Hillenbrand, Inc.

Industrials
-4.17K
- 1.21%
$24.14 - $35.33 $101K - $147K
341K $8.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.26K
- 1.02%
$57.21 - $65.8 $301K - $346K
509K $29.7M
LMT
Lockheed Martin Corp

Industrials
-968
- 2.04%
$423.19 - $506.29 $410K - $490K
46.5K $20.8M
XLK
Technology Sector Spdr

ETFs
-348
- 0.42%
$206.38 - $242.18 $71.8K - $84.3K
82.9K $17.1M
AMAT
Applied Materials Inc

Technology
-1.67K
- 1.54%
$145.06 - $195.51 $242K - $326K
107K $15.5M
UPS
United Parcel Service Inc

Industrials
-2.28K
- 1.96%
$109.66 - $136.26 $249K - $310K
114K $12.5M
RF
Regions Financial Corp

Financial Services
-25.1K
- 3.9%
$20.84 - $24.77 $523K - $621K
618K $13.4M
COST
Costco Wholesale Corp

Consumer Defensive
-4.08K
- 5.08%
$890.62 - $1076.86 $3.64M - $4.4M
76.2K $72.1M
SHOP
Shopify Inc.

Technology
-7.43K
- 10.4%
$90.59 - $129.31 $673K - $961K
64.1K $6.12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-151
- 1.08%
$283.06 - $421.16 $42.7K - $63.6K
13.8K $3.91M
DUK
Duke Energy Corp

Utilities
-29.3K
- 18.44%
$105.87 - $121.97 $3.11M - $3.58M
130K $15.8M
VB
Vanguard Small Cap ETF

ETFs
-2.27K
- 6.25%
$217.89 - $252.64 $495K - $573K
34K $7.55M
ETR
Entergy Corp

Utilities
-49.4K
- 15.54%
$75.26 - $87.89 $3.72M - $4.34M
268K $22.9M
IP
International Paper CO

Consumer Cyclical
-18.3K
- 18.55%
$49.38 - $60.09 $905K - $1.1M
80.4K $4.29M
CSX
Csx Corp

Industrials
-678
- 0.19%
$29.11 - $33.67 $19.7K - $22.8K
349K $10.3M
PRU
Prudential Financial Inc

Financial Services
-1.08K
- 0.87%
$105.04 - $122.33 $113K - $132K
123K $13.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.2K
- 2.89%
$77.33 - $90.16 $170K - $198K
73.9K $5.8M
ZTS
Zoetis Inc.

Healthcare
-5.96K
- 3.85%
$156.48 - $175.67 $933K - $1.05M
149K $24.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-164
- 0.69%
$192.6 - $233.2 $31.6K - $38.2K
23.6K $4.66M
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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