Estate Counselors, LLC Portfolio Holdings by Sector
Estate Counselors, LLC
- $441 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS XLP FUTY XLB BND VDE XLV XLC 55 stocks |
$335,055
76.06% of portfolio
|
35
|
5
|
12
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$19,619
4.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD PLTR 2 stocks |
$13,237
3.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR CMCSA 2 stocks |
$7,246
1.64% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA INTC 3 stocks |
$5,783
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC STX 2 stocks |
$5,657
1.28% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$4,570
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ELAN TLRY 2 stocks |
$4,363
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$4,182
0.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$4,058
0.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$3,880
0.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$3,830
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$3,774
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$3,755
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$3,624
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EIX 1 stocks |
$3,561
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRBG 1 stocks |
$3,483
0.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$3,425
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$3,425
0.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$2,548
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$754
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FMBH 1 stocks |
$431
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$254
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|