Financial Counselors Inc Portfolio Holdings
Financial Counselors Inc
- $6.5 Billion
- Q1 2025
Financial Counselors Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.5 Billion distributed in 579 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $312M, Microsoft Corp with a value of $272M, Vanguard Mid Cap ETF with a value of $226M, Nvidia Corp with a value of $196M, and Amazon Com Inc with a value of $172M.
Examining the 13F form we can see an decrease of $260M in the current position value, from $6.76B to 6.5B.
Below you can find more details about Financial Counselors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.5 Billion
ETFs: $1.62 Billion
Technology: $1.23 Billion
Financial Services: $718 Million
Industrials: $539 Million
Healthcare: $528 Million
Consumer Cyclical: $524 Million
Consumer Defensive: $420 Million
Communication Services: $333 Million
Other: $579 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 579
- Current Value $6.5 Billion
- Prior Value $6.76 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 31 stocks
- Additional Purchases 208 stocks
- Sold out of 0 stocks
- Reduced holdings in 300 stocks