Financial Counselors Inc Incresed Positions in Q4 2024

Financial Counselors Inc

  • $6.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.19K
+ 48.41%
$61.52 - $66.5 $442K - $478K
22K $1.41M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.23K
+ 73.57%
$118.0 - $127.04 $381K - $410K
7.62K $926K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.35K
+ 5.5%
$129.96 - $144.97 $175K - $195K
25.9K $3.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.85K
+ 8.61%
$160.89 - $176.18 $619K - $678K
48.5K $7.85M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
64
+ 0.44%
$47.29 - $84.74 $3.03K - $5.42K
14.8K $1.1M
XLF
Financial Sector Spdr

ETFs
588
+ 0.57%
$44.89 - $51.34 $26.4K - $30.2K
103K $4.98M
VTV
Vanguard Value ETF

ETFs
3.04K
+ 8.82%
$168.32 - $181.87 $511K - $552K
37.4K $6.34M
INTU
Intuit Inc

Technology
248
+ 1.41%
$602.01 - $706.25 $149K - $175K
17.9K $11.2M
TJX
Tjx Companies Inc

Consumer Cyclical
1.64K
+ 6.08%
$112.15 - $127.2 $183K - $208K
28.5K $3.45M
ADP
Automatic Data Processing Inc

Industrials
247
+ 2.01%
$280.08 - $307.97 $69.2K - $76.1K
12.5K $3.67M
VT
Vanguard Total World Stk Index

ETFs
2.19K
+ 43.28%
$117.09 - $123.07 $256K - $269K
7.24K $850K
IEF
Ishares Barclays

ETFs
3.59K
+ 22.97%
$92.08 - $98.18 $330K - $352K
19.2K $1.78M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.47K
+ 80.12%
$97.84 - $108.61 $242K - $269K
5.56K $549K
OKE
Oneok Inc

Energy
1K
+ 9.08%
$92.28 - $117.05 $92.5K - $117K
12K $1.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.47K
+ 29.55%
$31.23 - $33.51 $233K - $250K
32.7K $1.03M
IWY
Ishares Tr Russell 200 Growth

ETFs
316
+ 4.64%
$216.72 - $244.71 $68.5K - $77.3K
7.13K $1.68M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.22M
+ 209.38%
$25.79 - $80.4 $31.5M - $98.3M
1.81M $47.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
122
+ 1.31%
$264.18 - $304.19 $32.2K - $37.1K
9.43K $2.64M
SCHA
Schwab Strategic Tr Us Small C

ETFs
166K
+ 102.74%
$25.33 - $51.16 $4.2M - $8.48M
327K $8.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.43K
+ 3.63%
$87.25 - $95.52 $124K - $136K
40.7K $3.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
287
+ 2.25%
$278.19 - $315.36 $79.8K - $90.5K
13.1K $3.76M
VGT
Vanguard Information Technolog

ETFs
7
+ 0.21%
$571.78 - $647.97 $4K - $4.54K
3.36K $2.09M
MFC
Manulife Financial Corp

Financial Services
2.73K
+ 14.4%
$29.21 - $32.87 $79.8K - $89.8K
21.7K $666K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.82K
+ 5.11%
$54.54 - $61.04 $99.1K - $111K
37.4K $2.08M
GILD
Gilead Sciences, Inc.

Healthcare
274
+ 3.18%
$83.95 - $97.9 $23K - $26.8K
8.89K $820K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
946
+ 28.16%
$100.16 - $100.7 $94.8K - $95.3K
4.31K $431K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.12K
+ 46.74%
$80.87 - $87.69 $90.9K - $98.6K
3.53K $286K
KMI
Kinder Morgan, Inc.

Energy
888
+ 8.86%
$22.59 - $28.54 $20.1K - $25.3K
10.9K $299K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
99
+ 0.22%
$9.95 - $12.23 $985 - $1.21K
44.3K $519K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.52K
+ 19.29%
$19.38 - $19.58 $68.3K - $69K
21.8K $423K
SCHX
Schwab Strategic Tr Us Large C

ETFs
88.9K
+ 198.86%
$22.4 - $68.28 $1.99M - $6.07M
134K $3.1M
YUM
Yum Brands Inc

Consumer Cyclical
597
+ 13.69%
$130.36 - $139.54 $77.8K - $83.3K
4.96K $665K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.85K
+ 2.72%
$33.7 - $37.69 $62.4K - $69.8K
69.9K $2.4M
WEC
Wec Energy Group, Inc.

Utilities
622
+ 29.58%
$92.94 - $101.82 $57.8K - $63.3K
2.73K $256K
RSP
Invesco S&P 500 Equal Weight E

ETFs
502
+ 5.69%
$174.22 - $187.62 $87.5K - $94.2K
9.32K $1.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
863
+ 4.69%
$81.68 - $82.93 $70.5K - $71.6K
19.3K $1.58M
FDX
Fedex Corp

Industrials
71
+ 1.87%
$260.5 - $305.15 $18.5K - $21.7K
3.87K $1.09M
O
Realty Income Corp

Real Estate
1.66K
+ 41.34%
$51.76 - $64.71 $85.9K - $107K
5.67K $302K
BCS
Barclays PLC

Financial Services
252
+ 0.69%
$11.65 - $13.67 $2.94K - $3.44K
36.5K $485K
EW
Edwards Lifesciences Corp

Healthcare
98
+ 2.19%
$64.54 - $75.92 $6.32K - $7.44K
4.57K $338K
BK
Bank Of New York Mellon Corp

Financial Services
184
+ 4.51%
$70.82 - $81.87 $13K - $15.1K
4.26K $327K
SLF
Sun Life Financial Inc

Financial Services
325
+ 4.15%
$55.43 - $62.69 $18K - $20.4K
8.15K $483K
URI
United Rentals, Inc.

Industrials
902
+ 15.67%
$704.44 - $880.32 $635K - $794K
6.66K $4.69M
MO
Altria Group, Inc.

Consumer Defensive
87
+ 0.44%
$49.06 - $57.74 $4.27K - $5.02K
19.9K $1.04M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.67K
+ 3.83%
$24.19 - $24.63 $40.5K - $41.2K
45.4K $1.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1K
+ 5.19%
$40.38 - $44.35 $40.5K - $44.5K
20.3K $832K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
4.44K
+ 9.45%
$20.04 - $22.53 $89K - $100K
51.4K $1.04M
SONY
Sony Group Corp

Technology
8.68K
+ 413.67%
$17.53 - $96.8 $152K - $841K
10.8K $228K
SUB
Ishares Short Term National Mu

ETFs
250
+ 8.06%
$104.94 - $106.2 $26.2K - $26.6K
3.35K $353K
Activity Summary
Buys All Purchases 221 New Holdings 27 Increased Positions 194 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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