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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81369Y209

Shares:2.7K

Value:$398.6K

% of Portfolio:0.0% ($398.6K/$964.7M)

FIRST MID BANCSHARES, INC.

FMBH|320866106

Shares:11.4K

Value:$397.3K

% of Portfolio:0.0% ($397.3K/$964.7M)

921909768

VXUS|921909768

Shares:6.0K

Value:$371.0K

% of Portfolio:0.0% ($371.0K/$964.7M)

921910733

ESGV|921910733

Shares:3.2K

Value:$312.5K

% of Portfolio:0.0% ($312.5K/$964.7M)

78464A847

Shares:5.8K

Value:$295.8K

% of Portfolio:0.0% ($295.8K/$964.7M)

67092P607

Shares:7.3K

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$964.7M)

AMAZON COM INC

AMZN|023135106

Shares:1.4K

Value:$266.4K

% of Portfolio:0.0% ($266.4K/$964.7M)

464287689

IWV|464287689

Shares:835

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$964.7M)

92206C409

Shares:3.0K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$964.7M)

464289875

Shares:5.3K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$964.7M)

Tilray Brands, Inc.

TLRY|88688T100

Shares:70.0K

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$964.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	2.7K	QoQ +54.23% (+960) YoY NEW(+2.7K)	All Managers (Combined)	$398.6K	0.0% ($398.6K/$964.7M)	QoQ +63.69% (+$155.1K) YoY NEW(+$398.6K)
FIRST MID BANCSHARES, INC.(FMBHcusip320866106)	11.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$397.3K	0.0% ($397.3K/$964.7M)	QoQ -5.21% (-$21.9K) YoY +6.79% (+$25.3K)
(VXUScusip921909768)	6.0K	QoQ -98.86% (-520.3K) YoY -98.80% (-494.6K)	All Managers (Combined)	$371.0K	0.0% ($371.0K/$964.7M)	QoQ -98.80% (-$30.6M) YoY -98.77% (-$29.8M)
(ESGVcusip921910733)	3.2K	QoQ +31.81% (+770) YoY +36.32% (+850)	All Managers (Combined)	$312.5K	0.0% ($312.5K/$964.7M)	QoQ +23.09% (+$58.6K) YoY +43.28% (+$94.4K)
(cusip78464A847)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$295.8K	0.0% ($295.8K/$964.7M)	QoQ NEW(+$295.8K) YoY NEW(+$295.8K)
(cusip67092P607)✕	7.3K	QoQ +16.04% (+1.0K) YoY +12.71% (+820)	All Managers (Combined)	$278.7K	0.0% ($278.7K/$964.7M)	QoQ +6.22% (+$16.3K) YoY +3.90% (+$10.5K)
AMAZON COM INC(AMZNcusip023135106)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$266.4K	0.0% ($266.4K/$964.7M)	QoQ NEW(+$266.4K) YoY NEW(+$266.4K)
(IWVcusip464287689)	835	QoQ -86.34% (-5.3K) YoY -89.38% (-7.0K)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$964.7M)	QoQ -87.02% (-$1.8M) YoY -88.76% (-$2.1M)
(cusip92206C409)✕	3.0K	QoQ +14.80% (+385) YoY -14.59% (-510)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$964.7M)	QoQ +16.17% (+$32.8K) YoY -12.79% (-$34.6K)
(cusip464289875)✕	5.3K	QoQ -13.48% (-830) YoY -25.52% (-1.8K)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$964.7M)	QoQ -12.60% (-$33.7K) YoY -23.60% (-$72.2K)
Tilray Brands, Inc.(TLRYcusip88688T100)	70.0K	QoQ 0.00% (-0) YoY NEW(+70.0K)	All Managers (Combined)	$46.0K	0.0% ($46.0K/$964.7M)	QoQ -50.56% (-$47.1K) YoY NEW(+$46.0K)