Financial Counselors Inc Top Holdings and 13F Report (2025) About Financial Counselors IncInvestment ActivityFinancial Counselors Inc has $6.59 billion in total holdings as of March 31, 2025.Financial Counselors Inc owns shares of 579 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Approximately 3.76% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Financial Counselors Inc has purchased 576 new stocks and bought additional shares in 208 stocks.Financial Counselors Inc sold shares of 300 stocks and completely divested from 28 stocks this quarter.Largest Holdings Apple $311,900,725Microsoft $272,470,417Vanguard Mid-Cap ETF $225,612,588NVIDIA $196,485,746Amazon.com $171,643,440 Largest New Holdings this Quarter L8681T102 - Spotify Technology $4,866,665 Holding974155103 - Wingstop $3,703,347 Holding29472R108 - Equity LifeStyle Properties $1,090,545 Holding67092P607 - Nuveen ESG Small-Cap ETF $1,061,443 Holding920253101 - Valmont Industries $723,984 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 514,673 shares (about $30.97M)DOW 303,074 shares (about $10.58M)Blackstone 66,211 shares (about $9.25M)Merck & Co., Inc. 86,651 shares (about $7.78M)KKR & Co. Inc. 62,431 shares (about $7.22M) Largest Sales this Quarter UnitedHealth Group 76,971 shares (about $40.31M)iShares Core MSCI Emerging Markets ETF 631,605 shares (about $34.09M)Walt Disney 171,928 shares (about $16.97M)Vanguard High Dividend Yield ETF 83,459 shares (about $10.76M)Crown Castle 98,314 shares (about $10.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Counselors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$311,900,725$40,206 ▲0.0%1,404,1364.7%Computer and TechnologyMSFTMicrosoft$272,470,417$6,937,957 ▲2.6%725,8334.1%Computer and TechnologyVOVanguard Mid-Cap ETF$225,612,588$1,365,772 ▼-0.6%872,3713.4%ETFNVDANVIDIA$196,485,746$686,045 ▲0.4%1,812,9343.0%Computer and TechnologyAMZNAmazon.com$171,643,440$3,837,925 ▲2.3%902,1522.6%Retail/WholesaleGOOGLAlphabet$117,024,661$2,818,161 ▲2.5%756,7551.8%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$108,912,659$6,078,726 ▲5.9%1,822,8061.7%ETFJPMJPMorgan Chase & Co.$108,288,251$6,307,403 ▼-5.5%441,4521.6%FinanceGVIiShares Intermediate Government/Credit Bond ETF$103,909,672$3,471,413 ▲3.5%980,0951.6%ETFABBVAbbVie$98,805,170$291,442 ▲0.3%471,5791.5%MedicalBRK.BBerkshire Hathaway$95,412,240$1,265,410 ▼-1.3%179,1511.4%FinanceAVGOBroadcom$89,930,504$1,932,310 ▼-2.1%537,1231.4%Computer and TechnologyVVisa$78,393,860$3,323,770 ▼-4.1%223,6881.2%Business ServicesWMTWalmart$76,262,395$2,925,251 ▼-3.7%868,6911.2%Retail/WholesaleMETAMeta Platforms$75,199,418$5,405,680 ▲7.7%130,4731.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$74,935,893$5,828,322 ▲8.4%1,474,2451.1%ETFXOMExxon Mobil$74,383,838$3,334,679 ▲4.7%625,4421.1%EnergyCOSTCostco Wholesale$72,086,528$3,861,626 ▼-5.1%76,2191.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$69,413,027$2,292,940 ▲3.4%124,0871.1%FinanceCSCOCisco Systems$67,706,608$867,211 ▼-1.3%1,097,1741.0%Computer and TechnologyMCDMcDonald's$66,503,332$995,837 ▲1.5%212,8991.0%Retail/WholesalePGProcter & Gamble$66,199,401$3,299,498 ▲5.2%388,4491.0%Consumer StaplesUNPUnion Pacific$63,593,446$1,208,131 ▲1.9%269,1901.0%TransportationMRKMerck & Co., Inc.$63,292,289$7,777,794 ▲14.0%705,1281.0%MedicalRTXRTX$62,965,391$819,133 ▼-1.3%475,3541.0%AerospaceGOOGAlphabet$62,284,069$1,255,465 ▼-2.0%398,6690.9%Computer and TechnologyCBChubb$59,647,857$426,712 ▼-0.7%197,5160.9%FinanceWMBWilliams Companies$57,914,133$5,991,777 ▼-9.4%969,1120.9%EnergyVNQVanguard Real Estate ETF$55,948,062$32,323 ▲0.1%617,9380.8%ETFCATCaterpillar$55,742,234$1,077,458 ▲2.0%169,0180.8%IndustrialsPEPPepsiCo$55,322,831$2,414,637 ▲4.6%368,9660.8%Consumer StaplesVOOVanguard S&P 500 ETF$53,552,065$4,305,030 ▼-7.4%104,2050.8%ETFETNEaton$53,148,473$3,587,069 ▲7.2%195,5210.8%IndustrialsHDHome Depot$52,425,538$765,596 ▲1.5%143,0480.8%Retail/WholesaleIVViShares Core S&P 500 ETF$51,937,822$774,856 ▲1.5%92,4330.8%ETFAMPAmeriprise Financial$51,868,030$7,387,035 ▼-12.5%107,1410.8%FinanceTSLATesla$50,582,071$4,952,288 ▲10.9%195,1770.8%Auto/Tires/TrucksSCHGSchwab U.S. Large-Cap Growth ETF$50,115,165$375,400 ▲0.8%2,001,4040.8%ETFCRMSalesforce$47,132,399$1,038,286 ▲2.3%175,6310.7%Computer and TechnologyPMPhilip Morris International$47,030,112$2,248,410 ▼-4.6%296,2900.7%Consumer StaplesCVXChevron$45,623,747$372,723 ▲0.8%272,7220.7%EnergyIEFAiShares Core MSCI EAFE ETF$45,218,350$5,578,053 ▲14.1%597,7310.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$43,035,926$4,973,039 ▼-10.4%1,619,1090.7%ETFCOPConocoPhillips$42,645,753$5,090,315 ▲13.6%406,0730.6%EnergyTMOThermo Fisher Scientific$42,069,598$2,163,565 ▲5.4%84,5450.6%MedicalIWFiShares Russell 1000 Growth ETF$40,200,511$2,621,152 ▼-6.1%111,3310.6%ETFBKNGBooking$39,637,854$571,257 ▼-1.4%8,6040.6%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$39,381,265$30,967,874 ▲368.1%654,5000.6%ETFLLYEli Lilly and Company$39,316,620$2,473,600 ▼-5.9%47,6040.6%MedicalHONHoneywell International$38,787,095$1,168,860 ▲3.1%183,1740.6%Multi-Sector ConglomeratesUNHUnitedHealth Group$38,513,240$40,313,360 ▼-51.1%73,5340.6%MedicalNOCNorthrop Grumman$36,945,106$1,539,614 ▲4.3%72,1570.6%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$34,996,288$34,143 ▲0.1%65,6000.5%ETFQCOMQUALCOMM$32,437,516$1,878,497 ▲6.1%211,1680.5%Computer and TechnologyECLEcolab$30,663,751$123,718 ▲0.4%120,9520.5%Basic MaterialsJNJJohnson & Johnson$30,330,224$2,314,635 ▲8.3%182,8880.5%MedicalENBEnbridge$30,087,465$1,315,830 ▼-4.2%679,0220.5%EnergyIJHiShares Core S&P Mid-Cap ETF$29,703,878$307,154 ▼-1.0%509,0640.5%ETFNVSNovartis$29,663,490$876,679 ▲3.0%266,0880.5%MedicalPYPLPayPal$29,234,675$226,809 ▲0.8%448,0410.4%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$29,223,539$1,157,489 ▲4.1%1,200,6380.4%ETFDOWDOW$28,562,500$10,583,344 ▲58.9%817,9410.4%Basic MaterialsIJRiShares Core S&P Small-Cap ETF$28,264,623$172,959 ▼-0.6%270,2940.4%ETFVZVerizon Communications$26,144,817$255,558 ▲1.0%576,3850.4%Computer and TechnologyAMGNAmgen$24,875,087$827,477 ▼-3.2%79,8430.4%MedicalBIVVanguard Intermediate-Term Bond ETF$24,704,292$6,126,360 ▼-19.9%322,6370.4%ETFAMTAmerican Tower$24,670,618$3,093,619 ▼-11.1%113,3760.4%FinanceZTSZoetis$24,510,293$981,643 ▼-3.9%148,8630.4%MedicalPNCThe PNC Financial Services Group$24,380,705$383,882 ▲1.6%138,7080.4%FinanceVTIVanguard Total Stock Market ETF$24,234,842$563,697 ▲2.4%88,1780.4%ETFADBEAdobe$24,105,244$2,031,942 ▲9.2%62,8510.4%Computer and TechnologyDHRDanaher$24,074,033$897,492 ▲3.9%117,4340.4%MedicalTRVTravelers Companies$24,011,381$1,311,457 ▼-5.2%90,7940.4%FinanceIWDiShares Russell 1000 Value ETF$23,537,875$650,469 ▲2.8%125,0950.4%ETFTE CONNECTIVITY PLC$23,398,701$958,152 ▲4.3%165,5720.4%COMETREntergy$22,934,402$4,221,325 ▼-15.5%268,2700.3%UtilitiesEMREmerson Electric$22,901,055$818,901 ▼-3.5%208,8750.3%IndustrialsKOCoca-Cola$21,938,853$149,113 ▼-0.7%306,3230.3%Consumer StaplesSCHRSchwab Intermediate-Term U.S. Treasury ETF$21,879,460$344,709 ▲1.6%880,1070.3%ETFNFLXNetflix$21,685,053$138,947 ▲0.6%23,2540.3%Consumer DiscretionaryWMWaste Management$21,553,349$600,537 ▼-2.7%93,0990.3%Business ServicesSOSouthern$21,251,852$1,023,128 ▼-4.6%231,1240.3%UtilitiesLMTLockheed Martin$20,785,132$432,419 ▼-2.0%46,5290.3%AerospaceSCHWCharles Schwab$20,604,780$690,351 ▼-3.2%263,2190.3%FinanceHBANHuntington Bancshares$20,251,777$787,515 ▼-3.7%1,349,2190.3%FinanceMDTMedtronic$19,962,399$1,905,661 ▲10.6%222,1500.3%MedicalJEPIJPMorgan Equity Premium Income ETF$19,961,973$4,009,285 ▲25.1%349,3520.3%ETFPNWPinnacle West Capital$19,279,457$721,233 ▼-3.6%202,4090.3%UtilitiesDEDeere & Company$19,230,340$666,012 ▼-3.3%40,9720.3%IndustrialsALLAllstate$19,008,405$1,475,167 ▼-7.2%91,7970.3%FinanceSBUXStarbucks$18,493,736$399,325 ▼-2.1%188,5380.3%Retail/WholesaleNOWServiceNow$17,999,133$1,498,335 ▼-7.7%22,6080.3%Computer and TechnologyDLRDigital Realty Trust$17,783,435$60,325 ▼-0.3%124,1080.3%FinanceEFAiShares MSCI EAFE ETF$17,211,124$56,394 ▲0.3%210,5850.3%FinanceXLKTechnology Select Sector SPDR Fund$17,114,095$71,855 ▼-0.4%82,8850.3%ETFDGXQuest Diagnostics$16,857,565$271,904 ▼-1.6%99,6310.3%MedicalVWOVanguard FTSE Emerging Markets ETF$16,798,991$1,119,960 ▲7.1%371,1660.3%ETFCASYCasey's General Stores$16,380,236$1,327,294 ▼-7.5%37,7390.2%Retail/WholesaleUSBU.S. Bancorp$16,310,684$538,221 ▼-3.2%386,3260.2%FinanceKKRKKR & Co. Inc.$16,059,616$7,217,648 ▲81.6%138,9120.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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