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
VHT
Vanguard Health Care ETF

ETFs
-203
- 16.74%
$254.06 - $273.83 $51.6K - $55.6K
1.01K $267K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-500
- 8.97%
$65.27 - $71.18 $32.6K - $35.6K
5.07K $336K
EFX
Equifax Inc

Industrials
-12
- 0.43%
$235.63 - $278.34 $2.83K - $3.34K
2.76K $672K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-11.6K
- 20.65%
$4.87 - $6.28 $56.3K - $72.6K
44.4K $244K
PHM
Pultegroup Inc

Consumer Cyclical
-100
- 2.9%
$101.09 - $118.51 $10.1K - $11.9K
3.35K $344K
KD
Kyndryl Holdings, Inc.

Technology
-51
- 0.55%
$31.32 - $43.45 $1.6K - $2.22K
9.3K $292K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-887
- 4.36%
$39.96 - $43.3 $35.4K - $38.4K
19.5K $801K
EFV
Msci Eafe Value ETF

ETFs
-1.14K
- 20.81%
$51.88 - $60.73 $59K - $69.1K
4.33K $255K
IBB
Ishares Biotechnology ETF

ETFs
-111
- 2.99%
$127.9 - $140.56 $14.2K - $15.6K
3.6K $460K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-903
- 3.74%
$71.17 - $73.66 $64.3K - $66.5K
23.3K $1.71M
LUV
Southwest Airlines CO

Industrials
-787
- 5.01%
$28.18 - $34.84 $22.2K - $27.4K
14.9K $501K
PEG
Public Service Enterprise Group Inc

Utilities
-207
- 4.23%
$78.2 - $90.39 $16.2K - $18.7K
4.68K $385K
TTE
Total Energies Se

Energy
-374
- 5.0%
N/A
7.11K $487K
PHG
Koninklijke Philips Nv

Healthcare
-1.41K
- 1.09%
$24.92 - $28.61 $35.1K - $40.3K
128K $3.26M
VIG
Vanguard Dividend Appreciation

ETFs
-134
- 0.77%
N/A
17.2K $3.13M
MFC
Manulife Financial Corp

Financial Services
-1.05K
- 4.85%
$28.41 - $31.82 $29.9K - $33.5K
20.7K $643K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-595
- 8.19%
$44.72 - $46.25 $26.6K - $27.5K
6.67K $307K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6
- 0.02%
$49.25 - $50.66 $296 - $304
38.9K $1.93M
MTB
M&T Bank Corp

Financial Services
-13
- 0.72%
$170.47 - $201.98 $2.22K - $2.63K
1.79K $319K
CNI
Canadian National Railway CO

Industrials
-101
- 4.39%
$95.46 - $106.79 $9.64K - $10.8K
2.2K $214K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.35K
- 4.13%
$9.47 - $11.46 $22.2K - $26.9K
54.4K $583K
FNDA
Schwab Fundamental U S Small C

ETFs
-8
- 0.1%
$26.87 - $30.99 $215 - $248
8.33K $228K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-773
- 3.27%
$22.25 - $23.0 $17.2K - $17.8K
22.9K $526K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-62
- 0.66%
$78.0 - $84.37 $4.84K - $5.23K
9.3K $742K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.37K
- 5.29%
$59.28 - $66.1 $81K - $90.4K
24.5K $1.55M
VFH
Vanguard Financial ETF

ETFs
-144
- 6.8%
$114.07 - $127.34 $16.4K - $18.3K
1.97K $235K
FE
Firstenergy Corp

Utilities
-1.24K
- 2.23%
$37.95 - $43.5 $47.1K - $53.9K
54.4K $2.2M
ING
Ing Groep Nv

Financial Services
-6K
- 22.59%
$15.51 - $20.74 $93.1K - $125K
20.6K $402K
HYG
Ishares Tr

ETFs
-214
- 1.41%
$78.51 - $80.11 $16.8K - $17.1K
14.9K $1.18M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-154
- 4.35%
$110.75 - $119.78 $17.1K - $18.4K
3.38K $391K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-183
- 2.4%
$47.35 - $48.24 $8.67K - $8.83K
7.44K $353K
BMO
Bank Of Montreal

Financial Services
-37
- 0.76%
$94.92 - $104.14 $3.51K - $3.85K
4.85K $463K
MET
Metlife Inc

Financial Services
-10
- 0.18%
$77.7 - $87.0 $777 - $870
5.45K $437K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-1.99K
- 5.48%
$8.17 - $10.63 $16.2K - $21.1K
34.2K $316K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-187
- 4.49%
$76.77 - $82.22 $14.4K - $15.4K
3.98K $316K
XLP
Consumer Staples Sector Spdr

ETFs
-90
- 0.27%
N/A
33.5K $2.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-45
- 0.92%
$94.84 - $105.31 $4.27K - $4.74K
4.86K $468K
STX
Seagate Technology Holdings PLC

Technology
-19
- 0.64%
$84.92 - $108.42 $1.61K - $2.06K
2.94K $249K
COOP
Mr. Cooper Group Inc.

Financial Services
-1K
- 20.56%
$91.4 - $119.6 $91.4K - $120K
3.86K $462K
CBOE
Cboe Global Markets, Inc.

Financial Services
-235
- 14.68%
$190.84 - $226.29 $44.8K - $53.2K
1.37K $309K
FNDX
Schwab Fundamental U S Large C

ETFs
-12
- 0.07%
$23.03 - $25.01 $276 - $300
17.5K $414K
ABC
Amerisourcebergen Corp

Healthcare
-8
- 0.7%
N/A
1.14K $211K
VALE
Vale S.A.

Basic Materials
-1.61K
- 11.75%
$8.5 - $10.19 $13.7K - $16.4K
12.1K $120K
Linde PLC
-76
- 2.58%
N/A
2.87K $0
Labcorp Holdings Inc
-3.21K
- 5.64%
N/A
53.8K $0
Gsk PLC
-6.82K
- 4.8%
N/A
135K $0
JD
Jd.Com, Inc.

Consumer Cyclical
-1.15K
- 15.58%
$33.1 - $45.21 $38.1K - $52K
6.24K $256K
Fortrea Hldgs Inc
-2.94K
- 11.14%
N/A
23.5K $0
Canadian Pacific Kansas City
-7.16K
- 3.85%
N/A
179K $0
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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