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  Name: ESTATE COUNSELORS, LLC
  City: THIENSVILLE
  State: WI
  Zip: 53092
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $873,196,000
  Total Value Change : $63,360,000
  Securities Held Change : -5
   
All Securities Held : 113
  New Positions : 37
  Closed Positions : 44
  Increased Positions : 14
  Unchanged Positions : 13
  Decreased Positions : 49

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Holdings Found : 35     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CVNA)1 Year Chart         CVNA Carvana Co. 32 New $115.03 $2,473,000 28,135 0.28% 2,473,000 28,135 0.023    N/A
   (VST)1 Year Chart         VST Vistra Energy Corp 34 New $94.24 $2,360,000 33,880 0.27% 2,360,000 33,880 0.023    N/A
   (APP)1 Year Chart         APP Applovin Corp 38 New $84.00 $2,256,000 32,595 0.26% 2,256,000 32,595 0.015    N/A
   (W)1 Year Chart         W Wayfair Inc. 43 New $64.24 $2,008,000 29,580 0.23% 2,008,000 29,580 0.026    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 45 New $99.13 $1,915,000 23,450 0.22% 1,915,000 23,450 0.006    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 46 New $70.43 $1,879,000 25,975 0.22% 1,879,000 25,975 0.04    Closed - End Fund - Debt
   (PSTG)1 Year Chart         PSTG Pure Storage, Inc. 47 New $59.91 $1,846,000 35,515 0.21% 1,846,000 35,515 0.013    N/A
   (OVV)1 Year Chart         OVV Ovintiv Ord Shs 49 New $4.04 $1,831,000 35,275 0.21% 1,831,000 35,275 0.014    Independent Oil & Gas
   (CHK)1 Year Chart         CHK Chesapeake Energy Corp 52 New $90.73 $1,764,000 19,860 0.2% 1,764,000 19,860 0.015    Independent Oil & Gas
   (ALB)1 Year Chart         ALB Albemarle Corp 53 New $126.64 $1,759,000 13,350 0.2% 1,759,000 13,350 0.011    Synthetics
   (UAL)1 Year Chart         UAL United Continental Holding 54 New $50.67 $1,693,000 35,355 0.19% 1,693,000 35,355 0.012    Major Airlines
   (LLY)1 Year Chart         LLY Eli Lilly & Co 56 New $803.17 $1,667,000 2,143 0.19% 1,667,000 2,143 0    Drug Manufacturers - ...
   (LII)1 Year Chart         LII Lennox International Inc 57 New $467.14 $1,642,000 3,360 0.19% 1,642,000 3,360 0.009    Appliances
   (CCL)1 Year Chart         CCL Carnival Corp 58 New $16.20 $1,629,000 99,700 0.19% 1,629,000 99,700 0.014    Sporting and Park Ent...
   (WAL)1 Year Chart         WAL Western Alliance Bancorpora... 59 New $64.69 $1,628,000 25,360 0.19% 1,628,000 25,360 0.025    Domestic Regional Banks
   (NTNX)1 Year Chart         NTNX Nutanix, Inc. 60 New $73.37 $1,616,000 26,180 0.19% 1,616,000 26,180 0.011    N/A
   (CCCS)1 Year Chart         CCCS Dragoneer Growth Opportunit... 61 New $11.47 $1,596,000 133,445 0.18% 1,596,000 133,445 0.021    N/A
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 64 New $56.60 $1,573,000 22,895 0.18% 1,573,000 22,895 0.022    N/A
   (NLOK)1 Year Chart         NLOK Nortonlifelock Ord Shs 67 New $0.00 $1,568,000 70,000 0.18% 1,568,000 70,000 0.012    N/A
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 68 New $0.00 $1,554,000 34,215 0.18% 1,554,000 34,215 0.008    N/A
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 69 New $0.00 $1,552,000 41,645 0.18% 1,552,000 41,645 0.019    N/A
   (XPO)1 Year Chart         XPO XPO Logistics Inc 70 New $107.01 $1,535,000 12,575 0.18% 1,535,000 12,575 0.011    AirDelivery & Freight...
   (ACI)1 Year Chart         ACI Albertsons Companies, Inc. 72 New $0.00 $1,505,000 70,210 0.17% 1,505,000 70,210 0.015    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 73 New $63.97 $1,487,000 19,315 0.17% 1,487,000 19,315 0.001    N/A
   (AKAM)1 Year Chart         AKAM Akamai Technologies Inc 74 New $94.50 $1,430,000 13,150 0.16% 1,430,000 13,150 0.008    Internet Software & S...
   (JBL)1 Year Chart         JBL Jabil Circuit Inc 75 New $117.79 $1,426,000 10,645 0.16% 1,426,000 10,645 0.007    Printed Circuit Boards
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 76 New $7.08 $1,318,000 180,580 0.15% 1,318,000 180,580 0.023    N/A
   (ESTC)1 Year Chart         ESTC Elastic N.v. 78 New $0.00 $1,217,000 12,140 0.14% 1,217,000 12,140 0.014    N/A
   (ZS)1 Year Chart         ZS Zscaler Inc 82 New $176.98 $1,154,000 5,990 0.13% 1,154,000 5,990 0.005    N/A
   (MDB)1 Year Chart         MDB Mongodb Inc 83 New $365.26 $1,117,000 3,115 0.13% 1,117,000 3,115 0.005    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 95 New $91.59 $499,000 5,275 0.06% 499,000 5,275 0    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 97 New $255.75 $374,000 1,435 0.04% 374,000 1,435 0.003    Closed - End Fund - E...
   (AOM)1 Year Chart         AOM iShares Trust 103 New $42.78 $306,000 7,150 0.04% 306,000 7,150 0.022    Closed - End Fund - Debt
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 105 New $91.47 $279,000 3,020 0.03% 279,000 3,020 0    Closed - End Fund - E...
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 107 New $0.00 $268,000 6,450 0.03% 268,000 6,450 0.028    N/A

      35 Records Found
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