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CIK: 0000949623
Total reported value
$72.7M
$72.7M
576 檔
1813.5%
At the close of Q4 2024, Financial Counselors Inc disclosed equity holdings valued at approximately $72.7M, spread across 576 reported holdings.
In Q4 2024, Financial Counselors Inc adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 576 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.20% | -0.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | — | +0.57% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | — | -0.46% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.38% | — | +5.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | — | +0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.55% | NEW | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | — | -0.64% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.64% | — | +5.07% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | — | -0.68% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.44% | — | +6.79% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | — | -1.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | — | +1.11% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | — | -3.37% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | — | -1.03% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | — | -0.86% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | — | -1.17% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | — | -1.02% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | — | -3.50% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | — | +0.22% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.14% | -2.18% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | — | -0.76% | |
| 22 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.95% | — | -1.52% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -8.16% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | — | +1.43% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | — | +1.14% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | — | -0.14% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.89% | — | -2.98% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.19% | +19.29% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | — | -0.18% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | — | +1.53% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | — | +0.95% | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 0.84% | — | -9.57% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.84% | — | +1.44% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.81% | — | +0.29% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | — | +302.63% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | — | +4.47% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.80% | — | +0.81% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | -0.16% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | — | -3.24% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +4.67% | +5.39% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | — | +1.65% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +3.92% | +21.71% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.69% | — | +209.38% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | — | +0.84% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | — | +0.60% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | — | -1.35% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.57% | — | -3.35% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | — | +3.70% | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.55% | — | -0.32% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | — | -2.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -0.64% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.4% | +0.95% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | -3.50% | Trim |
| 4 | NVDA | Nvidia CORP | +0.3% | -0.46% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -0.61% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.18% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.68% | Trim |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +333.56% | Add |
| 9 | CRM | Salesforce Inc | +0.2% | +1.44% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +19.29% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.2% | +60.79% | Add |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +5.47% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.17% | Trim |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.1% | NEW | New buy |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | +127.65% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.03% | Trim |
| 18 | BKNG | Booking Holdings Inc | +0.1% | +0.84% | Add |
| 19 | AMP | Ameriprise Financial Inc | +0.1% | -1.52% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | +148.14% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.76% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -3.37% | Trim |
| 23 | DFAS | Dimensional US Small Cap ETF | +0.1% | +5.07% | Add |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +1786.90% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | +21.71% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | -2.19% | Trim |
| 27 | NVS | Novartis Ag-sponsored Adr | -0.1% | -0.61% | Trim |
| 28 | TGT | Target CORP | -0.1% | -8.86% | Trim |
| 29 | PLD | Prologis Inc | -0.1% | -12.21% | Trim |
| 30 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 31 | AMAT | Applied Materials Inc | -0.1% | -0.48% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.1% | +3.70% | Add |
| 33 | JNJ | Johnson & Johnson | -0.1% | -8.73% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -2.57% | Trim |
| 35 | ZTS | Zoetis Inc | -0.1% | -0.56% | Trim |
| 36 | MCD | Mcdonald's CORP | -0.1% | -2.98% | Trim |
| 37 | DHR | Danaher CORP | -0.1% | +1.65% | Add |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +1.43% | Add |
| 39 | XRAY | Dentsply Sirona Inc | -0.1% | -85.58% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | -21.26% | Trim |
| 41 | CCI | Crown Castle Inc | -0.1% | -18.81% | Trim |
| 42 | AMT | American Tower CORP | -0.1% | -4.30% | Trim |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.60% | Add |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.1% | +0.57% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.1% | -0.14% | Trim |
| 47 | PEP | Pepsico Inc | -0.1% | -3.24% | Trim |
| 48 | ABBV | Abbvie Inc | -0.2% | -1.28% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.2% | -0.86% | Trim |
| 50 | DOW | Dow Inc | -0.2% | -17.70% | Trim |
According to official SEC Form 13F filings, Financial Counselors Inc reported a total U.S. public equity portfolio value of $72.7M across 576 disclosed positions in Q4 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 AAPL, MSFT, NVDA) accounted for 1813.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVEM
市值: $8.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $9.1M
During Q4 2024, Financial Counselors Inc's top holdings by market value included AAPL (5.1%)、MSFT (4.3%)、NVDA (3.5%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q4 2024, Financial Counselors Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 28 holdings, and fully liquidating 2 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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