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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.35 Million 0.04% of portfolio
24,655
Q1 2025 Added 28.41%
$192B
$2.31 Million 0.04% of portfolio
81,846
Q1 2025 Reduced 2.15%
$17.4B
$2.52 Million 0.04% of portfolio
21,163
Q1 2025 Reduced 3.72%
$42.7B
$2.62 Million 0.04% of portfolio
56,762
Q1 2025 Reduced 3.65%
$0
$2.84 Million 0.04% of portfolio
20,223
Q1 2025 Added 0.65%
$2.49B
$2.68 Million 0.04% of portfolio
55,359
Q1 2025 Reduced 0.8%
$0
$1.91 Million 0.03% of portfolio
37,085
Q1 2025 Reduced 0.73%
$0
$2.21 Million 0.03% of portfolio
17,570
Q1 2025 Added 9.44%
$0
$1.85 Million 0.03% of portfolio
10,686
Q1 2025 Added 14.67%
$0
$1.75 Million 0.03% of portfolio
24,349
Q1 2025 Added 0.02%
$19.1B
$1.84 Million 0.03% of portfolio
23,736
Q1 2025 Reduced 3.82%
$52.6B
$2.17 Million 0.03% of portfolio
34,461
Q1 2025 Reduced 3.17%
$2.19B
$2.06 Million 0.03% of portfolio
38,423
Q1 2025 Reduced 5.6%
$0
$1.93 Million 0.03% of portfolio
38,850
Q1 2025 Reduced 0.02%
$0
$2.26 Million 0.03% of portfolio
70,659
Q1 2025 Added 1.04%
$23.2B
$2.2 Million 0.03% of portfolio
54,446
Q1 2025 Reduced 2.23%
$177B
$1.92 Million 0.03% of portfolio
9,883
Q1 2025 Reduced 7.8%
$0
$2.01 Million 0.03% of portfolio
23,321
Q1 2025 Reduced 1.01%
$0
$1.84 Million 0.03% of portfolio
3,389
Q1 2025 Added 0.95%
$18.2B
$1.93 Million 0.03% of portfolio
62,204
Q1 2025 Added 3.03%
$0
$1.71 Million 0.03% of portfolio
23,256
Q1 2025 Reduced 3.74%
$1.27T
$2.26 Million 0.03% of portfolio
13,594
Q1 2025 Added 8.47%
$1.11B
$1.73 Million 0.03% of portfolio
174,750
Q4 2024 New
$0
$1.74 Million 0.03% of portfolio
38,226
Q1 2025 Added 20.38%
$62.5B
$1.75 Million 0.03% of portfolio
7,377
Q1 2025 Reduced 9.27%
$377B
$2.25 Million 0.03% of portfolio
53,879
Q1 2025 Reduced 6.59%
$0
$1.3 Million 0.02% of portfolio
7,613
Q1 2025 Added 128.48%
$0
$1.06 Million 0.02% of portfolio
27,685
Q1 2025 New
$68B
$1.49 Million 0.02% of portfolio
43,525
Q1 2025 Added 51.2%
$0
$1 Million 0.02% of portfolio
8,033
Q1 2025 Added 5.12%
$0
$1.12 Million 0.02% of portfolio
18,105
Q1 2025 Added 260.23%
$0
$1.22 Million 0.02% of portfolio
24,371
Q1 2025 Added 1.49%
$36.3B
$1.33 Million 0.02% of portfolio
13,376
Q1 2025 Added 11.07%
$0
$990,000 0.02% of portfolio
2,359
Q1 2025 Added 3.97%
$303B
$1.13 Million 0.02% of portfolio
15,692
Q1 2025 Reduced 15.27%
$11.5B
$1.09 Million 0.02% of portfolio
16,350
Q1 2025 New
$2.46B
$1.34 Million 0.02% of portfolio
55,476
Q1 2025 Added 43.52%
$0
$1.46 Million 0.02% of portfolio
6,936
Q1 2025 Reduced 2.68%
$0
$1.13 Million 0.02% of portfolio
9,236
Q1 2025 Added 2.68%
$37.3B
$1.14 Million 0.02% of portfolio
15,207
Q1 2025 Reduced 7.85%
$29.3B
$1.2 Million 0.02% of portfolio
54,793
Q1 2025 Reduced 0.01%
$73B
$1.56 Million 0.02% of portfolio
10,152
Q1 2025 Reduced 1.17%
$14.1B
$1.18 Million 0.02% of portfolio
34,399
Q1 2025 Reduced 1.2%
$99.9B
$1.13 Million 0.02% of portfolio
4,245
Q1 2025 Added 12.18%
$152B
$1.27 Million 0.02% of portfolio
21,408
Q1 2025 Added 0.08%
$18.1B
$1.01 Million 0.02% of portfolio
65,429
Q1 2025 Reduced 6.73%
$9.38B
$1.15 Million 0.02% of portfolio
28,772
Q1 2025 Reduced 1.98%
$150B
$1.22 Million 0.02% of portfolio
12,048
Q1 2025 Added 63.52%
$0
$1.19 Million 0.02% of portfolio
15,040
Q1 2025 Reduced 0.5%

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
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