EC

Estate Counselors, LLC

13F
Estate Counselors, LLC
Last update 2024-08-08 112 Stocks (16 new)
Value $913.00 Mil Turnover 11 %
Countries:
Top Holdings: TBFC(31.01%)TBFG(30.48%)VXUS(3.45%)XLB(2.28%)VFH(1.77%)
Portfolio Report
Summary Stock Picks Current Portfolio
Estate Counselors, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBFC 		The Brinsmere Fund Conservative ETF
10,883,141
283108.590
-0.13%
31.010
-0.04%
-
+1.56%
0%
292.078
 
TBFG 		The Brinsmere Fund Growth ETF
10,378,282
278333.090
+0.20%
30.480
+0.06%
-
+3.25%
0%
287.279
 
VXUS 		Vanguard Total International Stock
523,020
31538.110
+4.47%
3.450
+0.15%
-
+8.20%
+8.33%
75506.320
 
XLB 		Materials Select Sector SPDR
236,010
20842.040
+77.06%
2.280
+0.99%
-
+6.42%
+9.52%
5637.075
 
VFH 		Vanguard Financials ETF
162,130
16193.540
+28.39%
1.770
+0.39%
-
+14.70%
+23.41%
9954.203
 
XLRE 		Real Estate Select Sector SPDR Fund (The)
363,035
13944.170
+2,553.76%
1.530
+1.47%
-
+7.77%
+9.36%
8080.755
 
XLP 		Consumer Staples Select Sector SPDR
172,270
13192.440
+27.35%
1.440
+0.31%
-
+4.09%
+12.29%
16929.948
 
XLU 		Utilities Select Sector SPDR ETF
142,155
9686.440
-0.08%
1.060
0%
-
+8.44%
+23.73%
17914.989
 
XLK 		Technology Select Sector SPDR ETF
37,875
8568.460
+0.77%
0.940
+0.01%
-
+14.65%
+17.88%
70565.677
 
XLC 		Communication Services Select Sector SPDR Fund
98,645
8449.930
-67.20%
0.930
-1.89%
-
+13.12%
+28.14%
18765.825
 

Estate Counselors, LLC's Historical Top Holdings Breakdowns

Estate Counselors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLC 		Communication Services Select Sector SPDR Fund2024-06-30Reduce
-1.89%
●
77.86 ($82.4) 86.45
$93.11
13.00%
Reduce -67.2%
98,645
-202,125
XLRE 		Real Estate Select Sector SPDR Fund (The)2024-06-30Add
+1.47%
●
35.73 ($37.66) 39.2
$43.81
16.33%
Add 2553.76%
363,035
349,355
XLB 		Materials Select Sector SPDR2024-06-30Add
+0.99%
●
88.28 ($90.39) 93.06
$93.68
3.64%
Add 77.06%
236,010
102,715
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-06-30Add
+0.88%
●
76.35 ($76.93) 77.35
$78.25
1.72%
Add 2969.81%
107,290
103,795
XLY 		Consumer Discretionary Select Sector SPDR2024-06-30Sold Out
-0.85%
●
169.76 ($177.68) 184.45
$202.93
14.21%
Sold Out
0
-40,400
XLE 		The Energy Select Sector SPDR Fund2024-06-30Sold Out
-0.80%
●
88.04 ($93.15) 98.08
$90.17
-3.20%
Sold Out
0
-74,370
VOE 		Vanguard Mid-Cap Value ETF2024-06-30New Buy
+0.69%
●
146.82 ($151.75) 155.77
$167.54
10.41%
New holding
41,895
41,895
VTV 		Vanguard Value ETF2024-06-30Add
+0.59%
●
154.57 ($159.83) 163.65
$173.57
8.60%
Add 277.09%
45,665
33,555
CWB 		SPDR Bloomberg Convertible Securities ETF2024-06-30Add
+0.56%
●
69.6 ($71.57) 72.8
$77.45
8.22%
Add 178.07%
109,895
70,375
VRP 		Invesco Variable Rate Preferred ETF2024-06-30Add
+0.55%
●
23.41 ($23.77) 24.08
$24.45
2.86%
Add 171.51%
331,395
209,340

Estate Counselors, LLC Total Holding History ($B)

To

Estate Counselors, LLC's Asset Allocation

To

Estate Counselors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Estate Counselors, LLC's Hypothetical Growth since 2024-06-30

Estate Counselors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Estate Counselors, LLC's Holdings Heat Map

Size field:

Estate Counselors, LLC's Holdings Bubble Chart

Estate Counselors, LLC News

  • 1

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