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Asset Manager ← All Institutions

Estate Counselors, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$1.0B
+5.4%
Holdings
128
+1
New Purchases
37
Added To
21
Closed
46
Reduced
18
Top 10 Concentration
75.7%
Turnover
64.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VXUS 3.26% 0.04% +3.23% $33M
BSV 1.67% 0.17% +1.50% $17M
BND 1.33% 0.05% +1.28% $14M
XLV 1.24% 0.04% +1.20% $13M
VCSH 0.99% 0.02% +0.97% $10M
SHY 0.92% 0.00% +0.92% $9M
BKLN 0.92% 0.00% +0.92% $9M
MINT 0.92% 0.00% +0.92% $9M
FUTY 1.39% 0.51% +0.88% $14M
TBFG 30.91% 30.04% +0.86% $314M
XLY 0.82% 0.00% +0.82% $8M
QQQ 0.67% 0.07% +0.59% $7M
ISTB 0.50% 0.00% +0.50% $5M
HYG 0.56% 0.06% +0.49% $6M
IWF 0.53% 0.10% +0.43% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHV 0.68% 3.99% -3.31% $7M
VFH 0.64% 2.02% -1.38% $6M
VHT 0.00% 1.35% -1.35% $0
BNDX 0.00% 1.00% -1.00% $0
CWB 0.00% 0.97% -0.97% $0
VRP 0.00% 0.95% -0.95% $0
EMB 0.00% 0.94% -0.94% $0
JNK 0.00% 0.94% -0.94% $0
XLRE 0.03% 0.92% -0.90% $281K
BLL 0.00% 0.73% -0.73% $0
IWM 0.00% 0.58% -0.58% $0
VTV 0.09% 0.64% -0.54% $957K
AXON 0.00% 0.54% -0.54% $0
VTI 0.13% 0.66% -0.53% $1M
THC 0.00% 0.48% -0.48% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $87M 8.6%
Large Cap 81 $232M 22.8%
Mid Cap 21 $63M 6.2%
Small Cap 9 $636M 62.5%
Micro Cap 1 $29K 0.0%

Portfolio Analytics

Avg Market Cap
$155.5B
Median Market Cap
$24.5B
Avg P/E
44.9
Median P/E
33.9
Avg Dividend Yield
0.01%
Avg Beta
1.01
# Stocks
52
# ETFs / Funds
76

Top Holdings (128 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TBFC 31.48% 11,868,782 $320M $26.98 $21M +310,159 +2.7%
2 TBFG 30.91% 11,264,134 $314M $27.91 $25M +272,606 +2.5%
3 VXUS 3.26% 480,690 $33M $69.09 $33M +474,715 +7945.0%
4 XLP 1.82% 228,453 $18M $80.97 $4M +45,475 +24.9%
5 BSV 1.67% 215,481 $17M $78.70 $15M +194,845 +944.2%
6 FUTY 1.39% 268,885 $14M $52.60 $9M +172,150 +178.0%
7 XLB 1.34% 155,623 $14M $87.81 $13K -3,165 -2.0%
8 BND 1.33% 183,480 $14M $73.63 $13M +177,050 +2753.5%
9 VDE 1.31% 111,960 $13M $119.12 -$1M -1,385 -1.2%
10 XLV 1.24% 93,410 $13M $134.79 $12M +90,680 +3321.6%
11 XLC 1.02% 95,467 $10M $108.53 $1M -1,255 -1.3%
12 VCSH 0.99% 127,145 $10M $79.50 $10M +124,160 +4159.5%
13 SHY 0.92% 112,460 $9M $82.86 +112,460 NEW
14 BKLN 0.92% 445,295 $9M $20.92 +445,295 NEW
15 MINT 0.92% 92,655 $9M $100.53 +92,655 NEW
16 STIP 0.90% 88,520 $9M $102.91 $13K +605 +0.7%
17 XLY 0.82% 38,230 $8M $217.33 +38,230 NEW
18 XLU 0.69% 85,679 $7M $81.66 $3M +33,340 +63.7%
19 SHV 0.68% 62,465 $7M $110.42 -$32M -285,650 -82.1%
20 QQQ 0.67% 12,268 $7M $551.64 $6M +10,733 +699.2%
21 VFH 0.64% 50,980 $6M $127.30 -$13M -111,960 -68.7%
22 VGSH 0.60% 103,772 $6M $58.78 $4M +74,927 +259.8%
23 VUG 0.59% 13,644 $6M $438.40 $4M +8,890 +187.0%
24 HYG 0.56% 70,165 $6M $80.65 $5M +62,604 +828.0%
25 GLD 0.55% 18,290 $6M $304.83 $4M +13,560 +286.7%
26 IWF 0.53% 12,701 $5M $424.58 $4M +10,140 +395.9%
27 XLK 0.53% 21,235 $5M $253.23 -$2M -16,774 -44.1%
28 EFAV 0.52% 62,441 $5M $84.06 $357K -345 -0.6%
29 ISTB 0.50% 104,630 $5M $48.65 +104,630 NEW
30 HOOD 0.46% 49,575 $5M $93.63 $2M -21,772 -30.5%
31 PLTR 0.45% 33,550 $5M $136.32 $237K -17,825 -34.7%
32 SPOT 0.38% 5,046 $4M $767.34 +5,046 NEW
33 GEV 0.38% 7,266 $4M $529.15 -$17K -5,384 -42.6%
34 CRBG 0.38% 108,203 $4M $35.50 +108,203 NEW
35 NFLX 0.37% 2,837 $4M $1,339.13 +2,837 NEW
36 HWM 0.37% 20,342 $4M $186.13 +20,342 NEW
37 ATI 0.37% 43,790 $4M $86.34 +43,790 NEW
38 AVGO 0.37% 13,651 $4M $275.65 +13,651 NEW
39 VRSN 0.37% 12,941 $4M $288.80 +12,941 NEW
40 PR 0.36% 271,745 $4M $13.62 +271,745 NEW
41 OPCH 0.36% 113,570 $4M $32.48 +113,570 NEW
42 GM 0.36% 74,600 $4M $49.21 +74,600 NEW
43 GE 0.36% 14,071 $4M $257.39 +14,071 NEW
44 NRG 0.36% 22,527 $4M $160.58 +22,527 NEW
45 DVN 0.35% 113,189 $4M $31.81 +113,189 NEW
46 PM 0.35% 19,672 $4M $182.13 +19,672 NEW
47 MOS 0.35% 96,575 $4M $36.48 +96,575 NEW
48 BA 0.34% 16,722 $4M $209.53 +16,722 NEW
49 NXT 0.33% 62,362 $3M $54.37 +62,362 NEW
50 STLA 0.33% 337,028 $3M $10.03 +337,028 NEW
51 EIX 0.32% 64,003 $3M $51.60 +64,003 NEW
52 CHWY 0.31% 75,024 $3M $42.62 +75,024 NEW
53 DUOL 0.28% 6,870 $3M $410.02 +6,870 NEW
54 OKTA 0.27% 27,590 $3M $99.97 +27,590 NEW
55 XLF 0.17% 33,487 $2M $52.37 -$4M -77,440 -69.8%
56 SPLG 0.15% 20,505 $1M $72.69 $762K +9,430 +85.2%
57 VTI 0.13% 4,467 $1M $304.00 -$5M -18,676 -80.7%
58 SPY 0.11% 1,850 $1M $617.85 -$2M -4,660 -71.6%
59 VCIT 0.11% 13,416 $1M $82.92 $92K +930 +7.5%
60 BIV 0.10% 13,710 $1M $77.34 $530K +6,780 +97.8%
61 VTV 0.09% 5,412 $957K $176.74 -$5M -30,185 -84.8%
62 NVDA 0.08% 4,960 $784K $157.99 $246K
63 VWO 0.07% 14,385 $711K $49.46 +14,385 NEW
64 VPL 0.07% 8,585 $706K $82.18 +8,585 NEW
65 VGK 0.07% 8,895 $689K $77.50 +8,895 NEW
66 MTUM 0.06% 2,400 $577K $240.32 $92K
67 TLT 0.06% 6,440 $568K $88.25 +6,440 NEW
68 EMXC 0.06% 8,925 $564K $63.14 +8,925 NEW
69 BLV 0.05% 7,905 $550K $69.54 +7,905 NEW
70 ESGU 0.05% 3,700 $501K $135.30 +3,700 NEW
71 EAGG 0.05% 9,825 $467K $47.54 $590
72 PDBC 0.04% 32,965 $430K $13.04 -$33K -990 -2.9%
73 FMBH 0.04% 11,385 $427K $37.49 $29K
74 SPMD 0.04% 7,030 $382K $54.38 $86K +1,250 +21.6%
75 XLE 0.04% 4,465 $379K $84.81 -$47K -95 -2.1%
76 XJH 0.03% 7,390 $307K $41.50 +7,390 NEW
77 ESML 0.03% 7,230 $299K $41.33 +7,230 NEW
78 XLRE 0.03% 6,780 $281K $41.42 -$9M -206,178 -96.8%
79 INTC 0.03% 12,000 $269K $22.40 +12,000 NEW
80 ESGV 0.03% 2,420 $265K $109.64 -$47K -770 -24.1%
81 AOM 0.02% 5,325 $245K $46.04 $12K
82 2HQ.DE —% 70,000 $29K $0.41 -$17K
83 IJH —% -$2M -37,942 -100.0% SOLD
84 EMB —% -$9M -100,288 -100.0% SOLD
85 AXON —% -$5M -9,920 -100.0% SOLD
86 DOCS —% -$4M -60,400 -100.0% SOLD
87 LPLA —% -$4M -12,430 -100.0% SOLD
88 VOE —% -$1M -9,315 -100.0% SOLD
89 EW —% -$4M -61,130 -100.0% SOLD
90 AMZN —% -$266K -1,400 -100.0% SOLD
91 MCHI —% -$793K -14,575 -100.0% SOLD
92 AFRM —% -$2M -42,175 -100.0% SOLD
93 IJR —% -$870K -8,317 -100.0% SOLD
94 TIP —% -$1M -9,800 -100.0% SOLD
95 BNDX —% -$10M -198,565 -100.0% SOLD
96 IBDU —% -$1M -63,454 -100.0% SOLD
97 IWV —% -$265K -835 -100.0% SOLD
98 APP —% -$3M -12,290 -100.0% SOLD
99 PINS —% -$4M -119,875 -100.0% SOLD
100 CRWD —% -$4M -10,210 -100.0% SOLD

New Positions

SymbolValue% Port
SHY $9M 0.92%
BKLN $9M 0.92%
MINT $9M 0.92%
XLY $8M 0.82%
ISTB $5M 0.50%
SPOT $4M 0.38%
CRBG $4M 0.38%
NFLX $4M 0.37%
HWM $4M 0.37%
ATI $4M 0.37%
AVGO $4M 0.37%
VRSN $4M 0.37%
PR $4M 0.36%
OPCH $4M 0.36%
GM $4M 0.36%

Sold Out Positions

SymbolValue% Port
UI —%
TWLO —%
ALK —%
VST —%
TPR —%
DOCS —%
PINS —%
EW —%
LNG —%
GDDY —%
THC —%
IBKR —%
AFRM —%
AXON —%
APP —%
View SEC EDGAR Filings for Estate Counselors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms