Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, VO, NVDA, AMZN, and represent 17.28% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$37M), SCHO (+$17M), IJH (+$16M), IVV (+$15M), XOM (+$9.0M), AMT (+$6.9M), MS (+$5.8M), APD (+$5.7M), ABBV (+$5.7M), META (+$5.5M).
- Started 30 new stock positions in VT, DFUV, EOG, ICLR, FXI, PZA, VGSH, JNK, BIL, BILS.
- Reduced shares in these 10 stocks: BIV (-$24M), SPY (-$24M), SCHR (-$17M), VTI (-$14M), MMIT (-$13M), AMZN (-$13M), PSK (-$12M), AAPL (-$12M), VOO (-$11M), AVGO (-$10M).
- Sold out of its positions in AA, AAL, AMX, AVIV, AVUV, BIDU, CCL, CMP, DFAU, DFAI.
- Financial Counselors was a net seller of stock by $-87M.
- Financial Counselors has $5.9B in assets under management (AUM), dropping by 5.93%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 569 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Financial Counselors has 569 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors March 31, 2024 positions
- Download the Financial Counselors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $287M | -3% | 681k | 420.72 |
|
| Apple (AAPL) | 4.0 | $239M | -4% | 1.4M | 171.48 |
|
| Vanguard Index Fds Eetf (VO) | 3.3 | $194M | 778k | 249.86 |
|
|
| NVIDIA Corporation (NVDA) | 2.7 | $158M | -3% | 175k | 903.56 |
|
| Amazon (AMZN) | 2.5 | $148M | -7% | 823k | 180.38 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $106M | 699k | 150.93 |
|
|
| Dimensional Etf Trust Eetf (DFAS) | 1.6 | $93M | +2% | 1.5M | 62.34 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $92M | -3% | 457k | 200.30 |
|
| Abbvie (ABBV) | 1.4 | $84M | +7% | 464k | 182.10 |
|
| Merck & Co (MRK) | 1.3 | $77M | -2% | 586k | 131.95 |
|
| Berkshire Hathaway (BRK.B) | 1.3 | $77M | +6% | 183k | 420.52 |
|
| UnitedHealth (UNH) | 1.2 | $72M | 145k | 494.70 |
|
|
| Broadcom (AVGO) | 1.1 | $67M | -13% | 51k | 1325.41 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $64M | 87k | 732.63 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.1 | $64M | -7% | 417k | 152.26 |
|
| Visa (V) | 1.1 | $63M | -2% | 225k | 279.08 |
|
| Union Pacific Corporation (UNP) | 1.0 | $62M | 253k | 245.93 |
|
|
| Pepsi (PEP) | 1.0 | $61M | 347k | 175.01 |
|
|
| Eaton (ETN) | 1.0 | $61M | -3% | 193k | 312.68 |
|
| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.0 | $59M | -28% | 113k | 523.07 |
|
| Caterpillar (CAT) | 1.0 | $59M | -4% | 161k | 366.43 |
|
| Procter & Gamble Company (PG) | 0.9 | $56M | 347k | 162.25 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $56M | +19% | 484k | 116.24 |
|
| Wal-Mart Stores (WMT) | 0.9 | $56M | +196% | 928k | 60.17 |
|
| Vanguard Tax-managed Fds Ietf (VEA) | 0.9 | $56M | -8% | 1.1M | 50.17 |
|
| Home Depot (HD) | 0.9 | $54M | +2% | 141k | 383.60 |
|
| Cisco Systems (CSCO) | 0.9 | $54M | 1.1M | 49.91 |
|
|
| Facebook Inc cl a (META) | 0.9 | $54M | +11% | 111k | 485.58 |
|
| McDonald's Corporation (MCD) | 0.9 | $53M | +3% | 188k | 281.95 |
|
| Ameriprise Financial (AMP) | 0.9 | $53M | -7% | 121k | 438.44 |
|
| Chubb (CB) | 0.9 | $51M | 195k | 259.13 |
|
|
| Vanguard Index Fds Aetf (VNQ) | 0.8 | $50M | 578k | 86.48 |
|
|
| Chevron Corporation (CVX) | 0.8 | $48M | +8% | 306k | 157.74 |
|
| Williams Companies (WMB) | 0.8 | $48M | -2% | 1.2M | 38.97 |
|
| salesforce (CRM) | 0.8 | $47M | -12% | 157k | 301.18 |
|
| Schwab Strategic Tr Eetf (SCHG) | 0.8 | $47M | -8% | 503k | 92.72 |
|
| Schwab Strategic Tr Eetf (SCHV) | 0.8 | $46M | -6% | 609k | 75.98 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $46M | +10% | 472k | 97.53 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $46M | 79k | 581.21 |
|
|
| Vanguard Index Fds Eetf (VOO) | 0.7 | $44M | -19% | 91k | 480.70 |
|
| Schwab Strategic Tr Fetf (SCHO) | 0.7 | $42M | +71% | 863k | 48.21 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $41M | +2% | 53k | 777.96 |
|
| Walt Disney Company (DIS) | 0.7 | $41M | +7% | 334k | 122.36 |
|
| Qualcomm (QCOM) | 0.7 | $40M | -5% | 236k | 169.30 |
|
| Ishares Tr Eetf (IVV) | 0.7 | $40M | +61% | 75k | 525.73 |
|
| ConocoPhillips (COP) | 0.7 | $39M | +9% | 310k | 127.28 |
|
| Ishares Tr Eetf (IWF) | 0.6 | $39M | -5% | 114k | 337.05 |
|
| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.6 | $36M | -5% | 65k | 556.40 |
|
| Ishares Ietf (IEMG) | 0.6 | $35M | -17% | 675k | 51.60 |
|
| Dow (DOW) | 0.6 | $35M | +8% | 597k | 57.93 |
|
| Honeywell International (HON) | 0.6 | $34M | +11% | 165k | 205.25 |
|
| Starbucks Corporation (SBUX) | 0.6 | $33M | +7% | 358k | 91.39 |
|
| Vanguard Bd Index Fds Fetf (BIV) | 0.5 | $31M | -43% | 416k | 75.40 |
|
| Booking Holdings (BKNG) | 0.5 | $31M | 8.6k | 3627.88 |
|
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| Tesla Motors (TSLA) | 0.5 | $31M | 176k | 175.79 |
|
|
| Northrop Grumman Corporation (NOC) | 0.5 | $31M | +5% | 65k | 478.66 |
|
| Philip Morris International (PM) | 0.5 | $31M | +7% | 336k | 91.62 |
|
| Ishares Tr Eetf (IJR) | 0.5 | $30M | +16% | 269k | 110.52 |
|
| Johnson & Johnson (JNJ) | 0.5 | $29M | +14% | 183k | 158.19 |
|
| Ishares Tr Ietf (IEFA) | 0.5 | $28M | 377k | 74.22 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $28M | -3% | 55k | 504.60 |
|
| Paypal Holdings (PYPL) | 0.5 | $28M | +18% | 412k | 66.99 |
|
| Danaher Corporation (DHR) | 0.5 | $28M | 110k | 249.72 |
|
|
| Ecolab (ECL) | 0.5 | $27M | -3% | 116k | 230.90 |
|
| Verizon Communications (VZ) | 0.4 | $26M | -25% | 615k | 41.96 |
|
| Target Corporation (TGT) | 0.4 | $26M | +3% | 146k | 177.21 |
|
| American Tower Reit (AMT) | 0.4 | $25M | +37% | 128k | 197.59 |
|
| Emerson Electric (EMR) | 0.4 | $25M | 220k | 113.42 |
|
|
| Enbridge (ENB) | 0.4 | $25M | -2% | 688k | 36.18 |
|
| Novartis (NVS) | 0.4 | $25M | 257k | 96.73 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $23M | +17% | 51k | 454.87 |
|
| Vanguard Index Fds Eetf (VTI) | 0.4 | $23M | -37% | 88k | 259.90 |
|
| Travelers Companies (TRV) | 0.4 | $22M | 97k | 230.14 |
|
|
| Applied Materials (AMAT) | 0.4 | $22M | -11% | 105k | 206.23 |
|
| Te Connectivity Ltd for (TEL) | 0.3 | $21M | -3% | 143k | 145.24 |
|
| PNC Financial Services (PNC) | 0.3 | $21M | 128k | 161.60 |
|
|
| Ishares Tr Eetf (IJH) | 0.3 | $21M | +385% | 339k | 60.74 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $20M | +2% | 1.5M | 13.95 |
|
| Ishares Tr Eetf (IWD) | 0.3 | $20M | -6% | 113k | 179.11 |
|
| Amgen (AMGN) | 0.3 | $20M | -2% | 70k | 284.32 |
|
| Waste Management (WM) | 0.3 | $20M | 93k | 213.15 |
|
|
| Medtronic (MDT) | 0.3 | $20M | +16% | 227k | 87.15 |
|
| Coca-Cola Company (KO) | 0.3 | $19M | 314k | 61.18 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $19M | 261k | 72.34 |
|
|
| Digital Realty Trust (DLR) | 0.3 | $19M | -20% | 130k | 144.04 |
|
| Technology SPDR (XLK) | 0.3 | $18M | -2% | 87k | 208.27 |
|
| U.S. Bancorp (USB) | 0.3 | $18M | 404k | 44.70 |
|
|
| Servicenow (NOW) | 0.3 | $18M | 23k | 762.40 |
|
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| Southern Company (SO) | 0.3 | $18M | 243k | 71.74 |
|
|
| Deere & Company (DE) | 0.3 | $17M | -4% | 42k | 410.74 |
|
| Allstate Corporation (ALL) | 0.3 | $17M | -7% | 100k | 173.01 |
|
| Entergy Corporation (ETR) | 0.3 | $17M | 159k | 105.68 |
|
|
| Curtiss-Wright (CW) | 0.3 | $16M | 62k | 255.94 |
|
|
| United Parcel Service (UPS) | 0.3 | $16M | +3% | 107k | 148.63 |
|
| Duke Energy (DUK) | 0.3 | $16M | +3% | 164k | 96.71 |
|
| Crown Castle Intl (CCI) | 0.3 | $16M | 150k | 105.83 |
|
|
| Booz Allen Hamilton Holding Corporation (BAH) | 0.3 | $16M | 105k | 148.44 |
|
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| Prudential Financial (PRU) | 0.3 | $15M | -4% | 131k | 117.40 |
|
| Spdr Ser Tr Eetf (SDY) | 0.3 | $15M | -6% | 115k | 131.24 |
|
| Casey's General Stores (CASY) | 0.3 | $15M | 47k | 318.45 |
|
|
| LKQ Corporation (LKQ) | 0.3 | $15M | +2% | 280k | 53.41 |
|
| Intuitive Surgical (ISRG) | 0.2 | $15M | 37k | 399.09 |
|
|
| Lowe's Companies (LOW) | 0.2 | $15M | +22% | 57k | 254.73 |
|
| Cintas Corporation (CTAS) | 0.2 | $15M | -9% | 21k | 687.03 |
|
| Schlumberger (SLB) | 0.2 | $14M | +7% | 259k | 54.81 |
|
| Pinnacle West Capital Corporation (PNW) | 0.2 | $14M | +9% | 188k | 74.73 |
|
| Synopsys (SNPS) | 0.2 | $14M | +6% | 25k | 571.50 |
|
| Prologis (PLD) | 0.2 | $14M | +10% | 107k | 130.22 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $14M | +29% | 105k | 133.11 |
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| Netflix (NFLX) | 0.2 | $14M | 23k | 607.33 |
|
|
| Fortive (FTV) | 0.2 | $14M | -3% | 160k | 86.02 |
|
| Regions Financial Corporation (RF) | 0.2 | $13M | 637k | 21.04 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $13M | +78% | 54k | 242.27 |
|
| Church & Dwight (CHD) | 0.2 | $13M | 125k | 104.31 |
|
|
| Canadian Pacific Kansas City (CP) | 0.2 | $13M | +3% | 147k | 88.17 |
|
| Stryker Corporation (SYK) | 0.2 | $13M | 36k | 357.87 |
|
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| Ishares Tr Ietf (EFA) | 0.2 | $13M | -8% | 157k | 79.86 |
|
| CSX Corporation (CSX) | 0.2 | $13M | 338k | 37.07 |
|
|
| Sonoco Products Company (SON) | 0.2 | $13M | 215k | 57.84 |
|
|
| Vanguard Index Fds Eetf (VUG) | 0.2 | $12M | 36k | 344.20 |
|
|
| Hillenbrand (HI) | 0.2 | $12M | +12% | 244k | 50.29 |
|
| Schwab Strategic Tr Eetf (SCHD) | 0.2 | $12M | -44% | 151k | 80.63 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $12M | +14% | 348k | 34.89 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $12M | 4.1k | 2906.77 |
|
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| J P Morgan Exchange Traded F Aetf (JEPI) | 0.2 | $12M | -8% | 207k | 57.86 |
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| Truist Financial Corp equities (TFC) | 0.2 | $12M | -19% | 305k | 38.98 |
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| Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $12M | -3% | 281k | 41.77 |
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| International Business Machines (IBM) | 0.2 | $12M | 61k | 190.96 |
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| Intuit (INTU) | 0.2 | $12M | 18k | 650.00 |
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| Spdr Ser Tr Aetf (PSK) | 0.2 | $11M | -52% | 322k | 34.87 |
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| Avery Dennison Corporation (AVY) | 0.2 | $11M | 50k | 223.25 |
|
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| Laboratory Corp. of America Holdings (LH) | 0.2 | $11M | 51k | 218.46 |
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| Zoetis Inc Cl A (ZTS) | 0.2 | $11M | 64k | 169.21 |
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| Ford Motor Company (F) | 0.2 | $11M | +5% | 801k | 13.28 |
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| Intel Corporation (INTC) | 0.2 | $11M | 240k | 44.17 |
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| Fifth Third Ban (FITB) | 0.2 | $10M | -2% | 278k | 37.21 |
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| Corning Incorporated (GLW) | 0.2 | $10M | +40% | 313k | 32.96 |
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| Lam Research Corporation (LRCX) | 0.2 | $10M | 11k | 971.57 |
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| Magna Intl Inc cl a (MGA) | 0.2 | $9.9M | +3% | 182k | 54.48 |
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| U Haul Holding Company Ser N (UHAL.B) | 0.2 | $9.7M | +2% | 146k | 66.68 |
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| H&R Block (HRB) | 0.2 | $9.5M | 194k | 49.11 |
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| Viacomcbs (PARA) | 0.2 | $9.5M | +22% | 808k | 11.77 |
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| Dominion Resources (D) | 0.2 | $9.4M | 191k | 49.19 |
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| Progressive Corporation (PGR) | 0.2 | $9.3M | 45k | 206.82 |
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| Commerce Bancshares (CBSH) | 0.1 | $8.8M | 166k | 53.20 |
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| Tc Energy Corp (TRP) | 0.1 | $8.4M | 209k | 40.20 |
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| Pfizer (PFE) | 0.1 | $8.4M | -41% | 303k | 27.75 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.3M | +3% | 24k | 347.33 |
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| Ishares Tr Eetf (IWM) | 0.1 | $8.1M | -7% | 39k | 210.30 |
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| Schwab Strategic Tr Eetf (SCHA) | 0.1 | $7.9M | 161k | 49.24 |
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| Copart (CPRT) | 0.1 | $7.9M | +5% | 137k | 57.92 |
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| Bristol Myers Squibb (BMY) | 0.1 | $7.9M | -2% | 146k | 54.23 |
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| Palo Alto Networks (PANW) | 0.1 | $7.9M | +5% | 28k | 284.13 |
|
| Kkr & Co (KKR) | 0.1 | $7.7M | -5% | 76k | 100.58 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $7.5M | 94k | 79.76 |
|
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| McCormick & Company, Incorporated (MKC) | 0.1 | $7.3M | +11% | 95k | 76.81 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $7.3M | +111% | 33k | 219.31 |
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| Dentsply Sirona (XRAY) | 0.1 | $7.3M | +4% | 219k | 33.19 |
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| Vanguard Index Fds Eetf (VBR) | 0.1 | $7.2M | -6% | 38k | 191.88 |
|
| Morgan Stanley (MS) | 0.1 | $7.2M | +411% | 76k | 94.16 |
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| Vanguard Index Fds Eetf (VOE) | 0.1 | $6.8M | -5% | 44k | 155.91 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $6.7M | 26k | 255.44 |
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| Lululemon Athletica (LULU) | 0.1 | $6.7M | +5% | 17k | 390.65 |
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| Constellation Brands (STZ) | 0.1 | $6.6M | 24k | 271.76 |
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| Hasbro (HAS) | 0.1 | $6.6M | +16% | 117k | 56.52 |
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| Accenture (ACN) | 0.1 | $6.6M | +7% | 19k | 346.61 |
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| GSK (GSK) | 0.1 | $6.5M | 152k | 42.87 |
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| Vanguard Index Fds Eetf (VOT) | 0.1 | $6.5M | 28k | 235.79 |
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| Asml Holding (ASML) | 0.1 | $6.5M | -16% | 6.7k | 970.47 |
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| Amphenol Corporation (APH) | 0.1 | $6.3M | -6% | 55k | 115.35 |
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| Berkshire Hathaway (BRK.A) | 0.1 | $6.3M | 10.00 | 634440.00 |
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| Vanguard Index Fds Eetf (VB) | 0.1 | $6.3M | 28k | 228.59 |
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| Spdr Ser Tr Eetf (SLYV) | 0.1 | $6.3M | 76k | 82.97 |
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| British American Tobac (BTI) | 0.1 | $6.1M | +8% | 201k | 30.50 |
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| Abbott Laboratories (ABT) | 0.1 | $6.1M | 54k | 113.66 |
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| Indexiq Active Etf Tr Fetf (MMIT) | 0.1 | $6.0M | -68% | 246k | 24.39 |
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| Monolithic Power Systems (MPWR) | 0.1 | $5.9M | 8.8k | 677.42 |
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| Ishares Gold Tr Aetf (IAU) | 0.1 | $5.8M | -14% | 137k | 42.01 |
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| Charles River Laboratories (CRL) | 0.1 | $5.7M | 21k | 270.95 |
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| General Electric (GE) | 0.1 | $5.7M | -5% | 33k | 175.53 |
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| American Electric Power Company (AEP) | 0.1 | $5.7M | +1233% | 66k | 86.10 |
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| Fidelity National Information Services (FIS) | 0.1 | $5.6M | 76k | 74.18 |
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| Trade Desk (TTD) | 0.1 | $5.6M | -7% | 64k | 87.42 |
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| Dimensional Etf Trust Eetf (DFAC) | 0.1 | $5.4M | +50% | 168k | 31.95 |
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| Worthington Industries (WOR) | 0.1 | $5.2M | 84k | 62.23 |
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| Health Care SPDR (XLV) | 0.1 | $5.0M | 34k | 147.73 |
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| Ishares Tr Ietf (IDEV) | 0.1 | $4.9M | 74k | 67.13 |
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| Spdr Ser Tr Eetf (SPSM) | 0.1 | $4.9M | 114k | 43.04 |
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| Industrial SPDR (XLI) | 0.1 | $4.9M | -2% | 39k | 125.96 |
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| Shopify Inc cl a (SHOP) | 0.1 | $4.8M | 63k | 77.17 |
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| Fox Corp (FOXA) | 0.1 | $4.8M | 153k | 31.27 |
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| MasterCard Incorporated (MA) | 0.1 | $4.7M | +3% | 9.9k | 481.57 |
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| Ishares Tr Fetf (GVI) | 0.1 | $4.7M | +6% | 45k | 103.98 |
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| S&p Global (SPGI) | 0.1 | $4.7M | 11k | 425.45 |
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| Vanguard Index Fds Eetf (VTV) | 0.1 | $4.7M | 29k | 162.86 |
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| Consumer Discretionary SPDR (XLY) | 0.1 | $4.6M | 25k | 183.89 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $4.5M | 35k | 129.35 |
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| West Pharmaceutical Services (WST) | 0.1 | $4.5M | 11k | 395.71 |
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| Spdr Ser Tr Eetf (SPLG) | 0.1 | $4.5M | +2% | 74k | 61.53 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $4.5M | 106k | 42.12 |
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| Paychex (PAYX) | 0.1 | $4.5M | -2% | 36k | 122.80 |
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| Draftkings (DKNG) | 0.1 | $4.3M | -5% | 95k | 45.41 |
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| Msci (MSCI) | 0.1 | $4.2M | +3% | 7.5k | 560.45 |
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| Datadog Inc Cl A (DDOG) | 0.1 | $4.0M | +6% | 33k | 123.60 |
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| Wisdomtree Tr Eetf (DON) | 0.1 | $4.0M | 83k | 48.77 |
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| General Mills (GIS) | 0.1 | $4.0M | 57k | 69.97 |
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| International Paper Company (IP) | 0.1 | $3.9M | 101k | 39.02 |
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| Spdr Gold Tr Aetf (GLD) | 0.1 | $3.9M | 19k | 205.72 |
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| Vanguard Whitehall Fds Eetf (VYM) | 0.1 | $3.8M | 32k | 120.99 |
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| Fortrea Hldgs (FTRE) | 0.1 | $3.8M | 95k | 40.14 |
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| Evergy (EVRG) | 0.1 | $3.7M | -3% | 70k | 53.38 |
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| Ishares Tr Eetf (IJJ) | 0.1 | $3.7M | 31k | 118.29 |
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| Ishares Tr Eetf (IWO) | 0.1 | $3.6M | -5% | 13k | 270.80 |
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| Ishares Tr Eetf (IWN) | 0.1 | $3.5M | -8% | 22k | 158.81 |
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| Invesco Qqq Tr Eetf (QQQ) | 0.1 | $3.5M | -2% | 7.8k | 444.01 |
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| Genuine Parts Company (GPC) | 0.1 | $3.4M | 22k | 154.93 |
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| Oracle Corporation (ORCL) | 0.1 | $3.4M | -5% | 27k | 125.61 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.4M | 13k | 268.33 |
|
|
| Ishares Tr Fetf (MUB) | 0.1 | $3.3M | 31k | 107.60 |
|
|
| Nike (NKE) | 0.1 | $3.2M | -4% | 34k | 93.98 |
|
| UMB Financial Corporation (UMBF) | 0.1 | $3.2M | 37k | 86.99 |
|
|
| Ishares Tr Eetf (IJK) | 0.1 | $3.1M | 34k | 91.25 |
|
|
| Phillips 66 (PSX) | 0.1 | $3.1M | -3% | 19k | 163.34 |
|
| Worthington Stl (WS) | 0.1 | $3.0M | 84k | 35.85 |
|
|
| Black Hills Corporation (BKH) | 0.1 | $3.0M | 55k | 54.60 |
|
|
| Ishares Tr Fetf (AGG) | 0.0 | $3.0M | +10% | 30k | 97.94 |
|
| iShares Dow Jones US Technology (IYW) | 0.0 | $3.0M | 22k | 135.06 |
|
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $2.9M | 145k | 20.30 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $2.9M | 12k | 249.74 |
|
|
| TJX Companies (TJX) | 0.0 | $2.9M | +3% | 29k | 101.42 |
|
| Spdr Index Shs Fds Ietf (CWI) | 0.0 | $2.9M | +9% | 102k | 28.40 |
|
| Pool Corporation (POOL) | 0.0 | $2.9M | +16% | 7.1k | 403.50 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.8M | 79k | 35.84 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $2.8M | 37k | 76.36 |
|
|
| Boeing Company (BA) | 0.0 | $2.8M | -10% | 15k | 192.99 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $2.8M | -60% | 33k | 85.99 |
|
| 3M Company (MMM) | 0.0 | $2.8M | -61% | 26k | 106.07 |
|
| Mondelez Int (MDLZ) | 0.0 | $2.8M | -3% | 40k | 70.00 |
|
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $2.7M | -2% | 137k | 20.00 |
|
| Schwab Strategic Tr Eetf (SCHX) | 0.0 | $2.7M | 43k | 62.06 |
|
|
| United Rentals (URI) | 0.0 | $2.7M | +13% | 3.7k | 721.11 |
|
| Wisdomtree Tr Eetf (DES) | 0.0 | $2.6M | -3% | 81k | 32.68 |
|
| Nextera Energy (NEE) | 0.0 | $2.6M | -9% | 41k | 63.91 |
|
| California Water Service (CWT) | 0.0 | $2.6M | 57k | 46.48 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $2.6M | +10% | 13k | 195.11 |
|
| Ishares Tr Eetf (IJS) | 0.0 | $2.6M | +2% | 25k | 102.76 |
|
| Ishares Tr Eetf (IVW) | 0.0 | $2.6M | -23% | 31k | 84.44 |
|
| Constellation Energy (CEG) | 0.0 | $2.5M | 13k | 184.85 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $2.4M | -22% | 65k | 37.92 |
|
| Ishares Tr Eetf (IUSG) | 0.0 | $2.4M | 21k | 117.21 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2024 Q1 filed May 2, 2024
- Financial Counselors 2023 Q4 filed Jan. 26, 2024
- Financial Counselors 2023 Q3 filed Nov. 7, 2023
- Financial Counselors 2023 Q2 filed July 27, 2023
- Financial Counselors 2023 Q1 filed May 2, 2023
- Financial Counselors 2022 Q4 filed Feb. 14, 2023
- Financial Counselors 2022 Q3 filed Nov. 1, 2022
- Financial Counselors 2022 Q2 filed Aug. 2, 2022
- Financial Counselors 2022 Q1 filed April 28, 2022
- Financial Counselors 2021 Q4 filed Feb. 10, 2022
- Financial Counselors 2021 Q3 filed Oct. 26, 2021
- Financial Counselors 2021 Q2 filed Aug. 3, 2021
- Financial Counselors 2021 Q1 filed April 29, 2021
- Financial Counselors 2020 Q4 filed Feb. 10, 2021
- Financial Counselors 2020 Q3 filed Nov. 16, 2020
- Financial Counselors 2020 Q2 filed Aug. 7, 2020