Financial Counselors Inc Portfolio Holdings
Financial Counselors Inc
- $6.76 Billion
- Q4 2024
Financial Counselors Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.76 Billion distributed in 576 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $352M, Microsoft Corp with a value of $298M, Nvidia Corp with a value of $243M, Vanguard Mid Cap ETF with a value of $232M, and Amazon Com Inc with a value of $193M.
Examining the 13F form we can see an increase of $96.5M in the current position value, from $6.67B to 6.76B.
Below you can find more details about Financial Counselors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.76 Billion
ETFs: $1.65 Billion
Technology: $1.41 Billion
Financial Services: $715 Million
Consumer Cyclical: $574 Million
Industrials: $546 Million
Healthcare: $535 Million
Consumer Defensive: $415 Million
Communication Services: $388 Million
Other: $534 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 576
- Current Value $6.76 Billion
- Prior Value $6.67 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 194 stocks
- Sold out of 0 stocks
- Reduced holdings in 301 stocks