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CIK: 0001559832
Total reported value
$1.2B
$1.2B
91 檔
56.9%
In Q1 2025, Estate Counselors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 91 disclosed stock positions.
In Q1 2025, Estate Counselors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBFC | Brinsmere Fund Conservative | ETF-Other | 31.06% | +0.54% | +6.52% | |
| 2 | TBFG | Brinsmere Fund Growth ETF | ETF-Other | 30.04% | +1.16% | +4.58% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.99% | -0.02% | +3242.12% | |
| 4 | VFH | Vanguard Financials ETF | ETF-Other | 2.02% | — | +0.23% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.55% | -0.18% | +1.27% | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 1.52% | -0.38% | +0.41% | |
| 7 | XLB | Ss Materials Select Sector | ETF-Other | 1.42% | +0.33% | +0.89% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 1.35% | — | -7.29% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.00% | — | +2792.43% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | -0.49% | EXIT | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.97% | +0.03% | +9.94% | |
| 12 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.95% | +1.83% | NEW | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | +1.26% | — | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.94% | +0.05% | +12.87% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.94% | — | +12.52% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.92% | +0.46% | NEW | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.16% | -0.60% | |
| 18 | BALL | Ball CORP | Stock-Consumer Disc | 0.73% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | +165.83% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.05% | +559.57% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | — | -0.89% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.79% | NEW | |
| 23 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.54% | — | — | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.51% | -0.25% | EXIT | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.51% | — | -8.49% | |
| 26 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.48% | — | — | |
| 27 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.48% | — | — | |
| 28 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.46% | — | — | |
| 29 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.46% | — | — | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | — | -65.03% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.66% | EXIT | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.42% | — | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.41% | — | — | |
| 34 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | — | +2.62% | |
| 35 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.40% | — | +2.50% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | — | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.40% | — | — | |
| 38 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 39 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.39% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.04% | NEW | |
| 41 | TWLO | Twilio Inc - A | Stock-Tech | 0.38% | — | — | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | — | — | |
| 43 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.36% | — | — | |
| 44 | UI | Ubiquiti Inc | Stock-Tech | 0.35% | — | +1.23% | |
| 45 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.34% | — | — | |
| 46 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.34% | — | — | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.34% | — | -61.79% | |
| 48 | LNG | Cheniere Energy Inc | Stock-Energy | 0.33% | — | +1.28% | |
| 49 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.33% | — | — | |
| 50 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.31% | — | — |
According to official SEC Form 13F filings, Estate Counselors, LLC reported a total U.S. public equity portfolio value of $1.2B across 91 disclosed positions in Q1 2025.
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, SHV) accounted for 56.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
TBFC
市值: $299.7M
During Q1 2025, Estate Counselors, LLC's top holdings by market value included TBFC (31.1%)、TBFG (30.0%)、SHV (4.0%). The largest single position, TBFC, represented 31.1% of total portfolio value.
In Q1 2025, Estate Counselors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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