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CIK: 0001559832
Total reported value
$1.2B
$1.2B
108 檔
56.6%
During the Q3 2024 filing period, Estate Counselors, LLC (CIK: 0001559832) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 108 reported positions.
In Q3 2024, Estate Counselors, LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBFC | Brinsmere Fund Conservative | ETF-Other | 30.67% | +0.54% | -0.01% | |
| 2 | TBFG | Brinsmere Fund Growth ETF | ETF-Other | 29.90% | +1.16% | +0.12% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.51% | -1.40% | +0.03% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 2.36% | +0.33% | -0.01% | |
| 5 | VFH | Vanguard Financials ETF | ETF-Other | 1.85% | — | -0.04% | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.68% | +0.46% | NEW | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.60% | -0.54% | EXIT | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.48% | -0.18% | -0.15% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.19% | -0.66% | EXIT | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | — | — | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.92% | -0.49% | EXIT | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.88% | — | +3.45% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.16% | -0.13% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | +0.51% | NEW | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.87% | +0.03% | -0.20% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.05% | +4.31% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.85% | +0.05% | -1.22% | |
| 18 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.84% | +1.83% | NEW | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.84% | — | -0.11% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.69% | NEW | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.52% | EXIT | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | — | +333.24% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | +506.80% | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.55% | -0.25% | EXIT | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.54% | — | +0.21% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | +0.79% | NEW | |
| 27 | CVNA | Carvana Co | Stock-Consumer Disc | 0.50% | — | — | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 0.45% | — | +372.88% | |
| 29 | APP | Applovin Corp-class A | Stock-Tech | 0.44% | — | — | |
| 30 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.40% | — | -0.20% | |
| 31 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | — | -0.20% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | +0.58% | +16.81% | |
| 34 | VST | Vistra CORP | Stock-Utilities | 0.26% | — | -37.86% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.25% | -0.10% | EXIT | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | — | +17.47% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.24% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | -0.01% | -42.55% | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.24% | — | -40.99% | |
| 40 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.24% | — | — | |
| 41 | WAL | Western Alliance Bancorp | Stock-Financials | 0.23% | — | — | |
| 42 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 43 | LII | Lennox International Inc | Stock-Industrials | 0.21% | — | — | |
| 44 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.21% | — | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.20% | — | -24.87% | |
| 46 | GEN | Gen Digital Inc | Stock-Tech | 0.20% | — | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.02% | NEW | |
| 48 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.20% | — | — | |
| 49 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.19% | — | — | |
| 50 | STLD | Steel Dynamics Inc | Stock-Materials | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.6% | NEW | New buy |
| 2 | RSP | Invesco S&p 500 Equal Weight | +1% | NEW | New buy |
| 3 | VNQ | Vanguard Real Estate ETF | +0.7% | +1176.83% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | +333.24% | Add |
| 5 | EMR | Emerson Electric Co | +0.5% | +506.80% | Add |
| 6 | DVN | Devon Energy CORP | +0.3% | +372.88% | Add |
| 7 | BALL | Ball CORP | +0.2% | NEW | New buy |
| 8 | THC | Tenet Healthcare CORP | +0.2% | NEW | New buy |
| 9 | XLRE | Ss Real Estate Select Sector | +0.2% | -0.10% | Trim |
| 10 | COIN | Coinbase Global Inc -class A | +0.2% | NEW | New buy |
| 11 | APP | Applovin Corp-class A | +0.1% | — | Unchanged |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -0.35% | Trim |
| 13 | MBB | Ishares Mbs ETF | +0.1% | NEW | New buy |
| 14 | CVNA | Carvana Co | +0.1% | — | Unchanged |
| 15 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 16 | XLB | Ss Materials Select Sector | +0.1% | -0.01% | Trim |
| 17 | VFH | Vanguard Financials ETF | +0.1% | -0.04% | Trim |
| 18 | VPL | Vanguard Ftse Pacific ETF | +0.1% | NEW | New buy |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +0.03% | Add |
| 20 | VTV | Vanguard Value ETF | +0.1% | +4.31% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +11.81% | Add |
| 22 | FUTY | Fidelity Msci US Utilities | +0.1% | — | Unchanged |
| 23 | BLDR | Builders Firstsource Inc | +0.1% | — | Unchanged |
| 24 | XLP | Ss Consumer Staples Sel Sect | 0% | -0.15% | Trim |
| 25 | XLI | Ss Industrial Select Sector | 0% | -0.08% | Trim |
| 26 | VCLT | Vanguard Long-term CORP Bond | 0% | +3.45% | Add |
| 27 | MCHI | Ishares Msci China ETF | -0.1% | EXIT | Sold out |
| 28 | MDB | Mongodb Inc | -0.1% | EXIT | Sold out |
| 29 | CEG | Constellation Energy | -0.1% | -40.99% | Trim |
| 30 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -73.56% | Trim |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.1% | -34.89% | Trim |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 33 | APA | Apa CORP | -0.1% | EXIT | Sold out |
| 34 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 35 | BILL | Bill Holdings Inc | -0.1% | EXIT | Sold out |
| 36 | SOFI | Sofi Technologies Inc | -0.1% | EXIT | Sold out |
| 37 | AKAM | Akamai Technologies Inc | -0.1% | EXIT | Sold out |
| 38 | JBL | Jabil Inc | -0.1% | EXIT | Sold out |
| 39 | ALB | Albemarle CORP | -0.1% | EXIT | Sold out |
| 40 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 41 | VOO | Vanguard S&P 500 ETF | -0.2% | EXIT | Sold out |
| 42 | NTNX | Nutanix Inc - A | -0.2% | EXIT | Sold out |
| 43 | CCC | Ccc Intelligent Solutions Ho | -0.2% | EXIT | Sold out |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -42.55% | Trim |
| 45 | TBFC | Brinsmere Fund Conservative | -0.3% | -0.01% | Trim |
| 46 | TBFG | Brinsmere Fund Growth ETF | -0.6% | +0.12% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -82.46% | Trim |
| 48 | VOE | Vanguard Mid-cap Value ETF | -0.7% | -95.49% | Trim |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | -0.7% | EXIT | Sold out |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -0.9% | -96.06% | Trim |
According to official SEC Form 13F filings, Estate Counselors, LLC reported a total U.S. public equity portfolio value of $1.2B across 108 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TBFC, TBFG, VXUS) accounted for 56.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $15.4M
Top Position Liquidated / Trimmed
IJK
前期市值: $6.4M
During Q3 2024, Estate Counselors, LLC's top holdings by market value included TBFC (30.7%)、TBFG (29.9%)、VXUS (3.5%). The largest single position, TBFC, represented 30.7% of total portfolio value.
In Q3 2024, Estate Counselors, LLC made 46 total portfolio adjustments, initiating 8 new buys, adding to 9 positions, trimming 14 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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