EC

Estate Counselors, LLC

13F
Estate Counselors, LLC
Last update 2024-11-13 108 Stocks (14 new)
Value $965.00 Mil Turnover 6 %
Countries:
Top Holdings: TBFC(30.67%)TBFG(29.90%)VXUS(3.51%)XLB(2.36%)VFH(1.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
Estate Counselors, LLC Top Holdings of 2024-09-30 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
10,882,136
296024.570
-0.01%
30.670
0%
99.930
+3.52%
0%
292.676
 
TBFG 		The Brinsmere Fund Growth ETF
10,390,985
288607.520
+0.12%
29.900
+0.04%
99.630
+6.47%
0%
289.814
 
VXUS 		Vanguard Total International Stock
523,195
33871.640
+0.03%
3.510
0%
0.040
-0.18%
+4.64%
72615.738
 
XLB 		Materials Select Sector SPDR
235,991
22744.810
-0.01%
2.360
0%
0.390
+4.01%
+8.28%
5576.900
 
VFH 		Vanguard Financials ETF
162,060
17812.020
-0.04%
1.850
0%
0.200
+18.25%
+32.26%
10028.144
 
XLRE 		Real Estate Select Sector SPDR Fund (The)
362,660
16200.020
-0.10%
1.680
0%
0.200
+3.49%
+8.11%
7777.809
 
TLT 		iShares 20+ Year Treasury Bond ETF
157,284
15429.560
New Holding
1.600
+1.60%
0.020
-7.54%
-9.04%
58706.023
 
XLP 		Consumer Staples Select Sector SPDR
172,017
14277.410
-0.15%
1.480
0%
0.090
+2.14%
+12.18%
16273.772
 
XLU 		Utilities Select Sector SPDR ETF
141,660
11443.300
-0.35%
1.190
0%
0.060
+5.59%
+23.66%
17979.936
 
RSP 		Invesco S&P 500 Equal Weight ETF
53,251
9540.490
New Holding
0.990
+0.99%
0.010
+9.46%
+16.36%
69875.936
 

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
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30New Buy
+1.60%
●
89.91 ($96.43) 101.33
$89.80
-6.88%
New holding
157,284
157,284
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30New Buy
+0.99%
●
162.83 ($170.84) 179.16
$183.71
7.53%
New holding
53,251
53,251
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Reduce
-0.87%
●
76.94 ($78.48) 79.54
$78.18
-0.38%
Reduce -96.06%
4,226
-103,064
IJK 		iShares S&P Mid-Cap 400 Growth ETF2024-09-30Sold Out
-0.70%
●
84.81 ($89.42) 93.54
$95.90
7.25%
Sold Out
0
-72,520
VOE 		Vanguard Mid-Cap Value ETF2024-09-30Reduce
-0.66%
●
149.02 ($158.97) 167.67
$171.43
7.84%
Reduce -95.49%
1,890
-40,005
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Add
+0.66%
●
82.97 ($92.08) 98.97
$94.60
2.74%
Add 1176.83%
71,183
65,608
SPY 		SPDR S&P 500 ETF Trust2024-09-30Reduce
-0.63%
●
517.38 ($552.93) 573.76
$597.11
7.99%
Reduce -82.46%
2,225
-10,463
EMR 		Emerson Electric Co2024-09-30Add
+0.46%
●
98.19 ($107.59) 118.87
$130.16
20.98%
Add 506.8%
48,605
40,595
PLTR 		Palantir Technologies Inc2024-09-30Add
+0.44%
●
24.09 ($30.69) 37.95
$60.70
97.78%
Add 333.24%
148,405
114,150
DVN 		Devon Energy Corp2024-09-30Add
+0.35%
●
37.87 ($44.03) 48.65
$39.11
-11.17%
Add 372.88%
110,440
87,085

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 2024-09-30

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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