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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Estate-Counselors
Data Enrichment
69% identified63 identified28 unidentified
Holdings
91 positions
Manager:
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81369Y209
Shares:2.7K
Value:$398.6K
78464A847
Shares:5.8K
Value:$295.8K
67092P607
Shares:7.3K
Value:$278.7K
92206C409
Shares:3.0K
Value:$235.6K
464289875
Shares:5.3K
Value:$233.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y209)✕ | 2.7K | YoY NEW(+2.7K) | All Managers (Combined) | $398.6K | YoY NEW(+$398.6K) |
11.4K | All Managers (Combined) | $397.3K | |||
6.0K | All Managers (Combined) | $371.0K | |||
3.2K | All Managers (Combined) | $312.5K | |||
(cusip78464A847)✕ | 5.8K | QoQ NEW(+5.8K) YoY NEW(+5.8K) | All Managers (Combined) | $295.8K | QoQ NEW(+$295.8K) YoY NEW(+$295.8K) |
(cusip67092P607)✕ | 7.3K | All Managers (Combined) | $278.7K | ||
AMAZON COM INC(AMZNcusip023135106) | 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $266.4K | QoQ NEW(+$266.4K) YoY NEW(+$266.4K) |
835 | All Managers (Combined) | $265.2K | |||
(cusip92206C409)✕ | 3.0K | All Managers (Combined) | $235.6K | ||
(cusip464289875)✕ | 5.3K | All Managers (Combined) | $233.7K | ||
70.0K | QoQ 0.00% (-0)YoY NEW(+70.0K) | All Managers (Combined) | $46.0K | YoY NEW(+$46.0K) |