Estate Counselors, LLC New Holdings in Q3 2025

Estate Counselors, LLC

  • $441 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
129K
New
$82.29 - $90.77 $10.6M - $11.7M
129K $11.6M
EMB
Ishares Tr

ETFs
115K
New
$91.52 - $95.59 $10.5M - $11M
115K $10.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
96.7K
New
$109.11 - $111.88 $10.6M - $10.8M
96.7K $10.8M
SJNK
Spdr Bloomberg Short Term High

ETFs
420K
New
$25.28 - $25.63 $10.6M - $10.8M
420K $10.7M
AVDV
American Centy ETF Tr Avantis

ETFs
67.1K
New
$79.24 - $89.03 $5.32M - $5.98M
67.1K $5.98M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
181K
New
$29.97 - $32.38 $5.43M - $5.87M
181K $5.78M
DFIC
Dimensional ETF Tr Dimensional

ETFs
163K
New
$30.76 - $33.01 $5M - $5.37M
163K $5.33M
DFIV
Dimensional ETF Tr

ETFs
114K
New
$42.66 - $46.53 $4.88M - $5.32M
114K $5.28M
FNDF
Schwab Fundamental Intl Large

ETFs
114K
New
$39.84 - $43.15 $4.53M - $4.91M
114K $4.89M
ELAN
Elanco Animal Health Inc

Healthcare
211K
New
$13.68 - $20.14 $2.88M - $4.24M
211K $4.24M
FIX
Comfort Systems Usa Inc

Industrials
4.92K
New
$521.66 - $825.18 $2.57M - $4.06M
4.92K $4.06M
SOFI
So Fi Technologies, Inc.

Financial Services
147K
New
$17.64 - $29.81 $2.59M - $4.38M
147K $3.88M
CHTR
Charter Communications, Inc.

Communication Services
14K
New
$256.57 - $418.22 $3.59M - $5.85M
14K $3.85M
APH
Amphenol Corp

Technology
31K
New
$97.39 - $125.4 $3.01M - $3.88M
31K $3.83M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
28.5K
New
$99.92 - $146.67 $2.85M - $4.18M
28.5K $3.77M
FIVE
Five Below, Inc

Consumer Cyclical
24.3K
New
$128.78 - $155.44 $3.13M - $3.77M
24.3K $3.76M
CELH
Celsius Holdings, Inc.

Consumer Defensive
59.6K
New
$42.74 - $62.88 $2.55M - $3.75M
59.6K $3.43M
CMCSA
Comcast Corp

Communication Services
108K
New
$31.41 - $36.33 $3.4M - $3.93M
108K $3.4M
WDC
Western Digital Corp

Technology
25.8K
New
$63.84 - $120.06 $1.65M - $3.1M
25.8K $3.1M
STX
Seagate Technology Holdings PLC

Technology
10.8K
New
$142.01 - $236.06 $1.54M - $2.56M
10.8K $2.56M
CRDO
Credo Technology Group Holding LTD

Technology
17.5K
New
$87.59 - $172.31 $1.53M - $3.02M
17.5K $2.55M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.52K
New
$92.97 - $100.18 $699K - $753K
7.52K $747K
PFE
Pfizer Inc

Healthcare
10K
New
$23.29 - $25.88 $233K - $259K
10K $254K
COPX
Global X Copper Miners ETF

ETFs
3.8K
New
$42.75 - $59.81 $162K - $227K
3.8K $227K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$108.46 - $120.63 $198K - $220K
1.83K $217K
Talen Energy Corp
9.51K
New
N/A
9.51K $0
Astera Labs Inc
20.6K
New
N/A
20.6K $0
Activity Summary
Buys All Purchases 63 New Holdings 28 Increased Positions 35 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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