Estate-Counselors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "HOOD",
  null,
  null,
  null,
  "MCHI",
  null,
  "VDE",
  "AFRM",
  "TEAM",
  "APP",
  null,
  "IBKR",
  null,
  null,
  "IJH",
  null,
  "IWS",
  "TLRY",
  "UI",
  "DOCS",
  null,
  null,
  null,
  "ALK",
  "IJR",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  null,
  "SPY",
  "EFAV",
  "NVDA",
  "PLTR",
  "LPLA",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "SPLG",
  null,
  "TPR",
  "TWLO",
  "UAL",
  "BIV",
  "VOE",
  "IWV",
  "VCIT",
  null,
  "XLB",
  "GDDY",
  null,
  null,
  "VYM",
  "EW",
  "THC",
  "AXON",
  "FMBH",
  "AMZN",
  null,
  "ESGV",
  "VUG",
  "VFH",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VTV",
  "VST",
  "SOFI",
  "SCHG",
  null,
  "MTUM",
  "GEV",
  null,
  "BALL",
  "LNG",
  "NET",
  "CRWD",
  "QQQ",
  "IWM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 91
Total Value: 964682492
Accession Number: 0001172661-25-001813
Form Type: 13F-HR
CIK: estate-counselors
Manager Name: Estate-Counselors

Data Enrichment

69% identified

63 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $964.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287655

IWM|464287655

Shares:28.1K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$964.7M)

81369Y605

Shares:110.9K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$964.7M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:9.9K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$964.7M)

316092865

Shares:96.7K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$964.7M)

46429B689

EFAV|46429B689

Shares:62.8K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$964.7M)

TENET HEALTHCARE CORP

THC|88033G407

Shares:34.7K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$964.7M)

Atlassian Corp

TEAM|049468101

Shares:21.8K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$964.7M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:90.1K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$964.7M)

Edwards Lifesciences Corp

EW|28176E108

Shares:61.1K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$964.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:51.4K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$964.7M)

81369Y886

Shares:52.3K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$964.7M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:12.4K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$964.7M)

808524300

SCHG|808524300

Shares:158.4K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$964.7M)

46436E825

Shares:178.3K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$964.7M)

46436E148

Shares:158.4K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$964.7M)

GE Vernova Inc.

GEV|36828A101

Shares:12.7K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$964.7M)

464287473

IWS|464287473

Shares:30.3K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$964.7M)

TAPESTRY, INC.

TPR|876030107

Shares:52.8K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$964.7M)

PINTEREST, INC.

PINS|72352L106

Shares:119.9K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$964.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.5K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$964.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	28.1K	QoQ -0.89% (-253) YoY +44.16% (+8.6K)	All Managers (Combined)	$5.6M	0.6% ($5.6M/$964.7M)	QoQ -10.52% (-$658.4K) YoY +36.75% (+$1.5M)
(cusip81369Y605)✕	110.9K	QoQ -5.48% (-6.4K) YoY +52.51% (+38.2K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$964.7M)	QoQ -2.59% (-$147.1K) YoY +80.36% (+$2.5M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$964.7M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
(cusip316092865)✕	96.7K	QoQ -0.17% (-170) YoY -4.72% (-4.8K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$964.7M)	QoQ +4.28% (-$202.6K) YoY +14.43% (-$621.7K)
(EFAVcusip46429B689)	62.8K	QoQ -8.48% (-5.8K) YoY -6.88% (-4.6K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$964.7M)	QoQ +0.84% (-$40.9K) YoY +2.36% (-$112.8K)
TENET HEALTHCARE CORP(THCcusip88033G407)	34.7K	QoQ NEW(+34.7K) YoY NEW(+34.7K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$964.7M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Atlassian Corp(TEAMcusip049468101)	21.8K	QoQ NEW(+21.8K) YoY NEW(+21.8K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$964.7M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	90.1K	QoQ NEW(+90.1K) YoY NEW(+90.1K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$964.7M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Edwards Lifesciences Corp(EWcusip28176E108)	61.1K	QoQ NEW(+61.1K) YoY NEW(+61.1K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$964.7M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	51.4K	QoQ -65.02% (-95.5K) YoY +49.97% (+17.1K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$964.7M)	QoQ -60.97% (-$6.8M) YoY +450.11% (+$3.5M)
(cusip81369Y886)✕	52.3K	QoQ +0.32% (+167) YoY -63.21% (-89.9K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$964.7M)	QoQ +4.50% (+$178.0K) YoY -55.81% (-$5.2M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$964.7M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(SCHGcusip808524300)	158.4K	QoQ NEW(+158.4K) YoY NEW(+158.4K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$964.7M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip46436E825)✕	178.3K	QoQ +2.61% (+4.5K) YoY NEW(+178.3K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$964.7M)	QoQ +4.75% (+$176.1K) YoY NEW(+$3.9M)
(cusip46436E148)✕	158.4K	QoQ +2.50% (+3.9K) YoY NEW(+158.4K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$964.7M)	QoQ +5.84% (+$213.4K) YoY NEW(+$3.9M)
GE Vernova Inc.(GEVcusip36828A101)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$964.7M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
(IWScusip464287473)	30.3K	QoQ NEW(+30.3K) YoY NEW(+30.3K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$964.7M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
TAPESTRY, INC.(TPRcusip876030107)	52.8K	QoQ NEW(+52.8K) YoY NEW(+52.8K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$964.7M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
PINTEREST, INC.(PINScusip72352L106)	119.9K	QoQ NEW(+119.9K) YoY NEW(+119.9K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$964.7M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.5K	QoQ +195.90% (+4.3K) YoY -53.10% (-7.4K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$964.7M)	QoQ +182.43% (+$2.4M) YoY -49.84% (-$3.6M)