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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 : 14     View All Holdings Currently Viewing:  Increased 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
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 13 - $90.52 $4,971,000 54,475 0.57% 3,379,000 34,375 0.049    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 14 - $110.16 $4,783,000 43,275 0.55% 503,000 3,736 0.007    Closed - End Fund - E...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 15 - $0.00 $4,779,000 67,430 0.55% 128,000 360 0.045    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 19 - $208.34 $4,093,000 19,465 0.47% 1,779,000 7,935 0.001    Closed - End Fund - E...
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 22 - $76.35 $3,205,000 40,965 0.37% 3,205,000 40,965 0.061    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 - $953.86 $2,517,000 2,786 0.29% 1,157,000 40 0    Semiconductor - Speci...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 37 - $60.27 $2,258,000 37,175 0.26% 2,258,000 37,175 0.016    Closed - End Fund - E...
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 40 - $134.35 $2,157,000 14,550 0.25% 445,000 50 0.007    Steel & Iron
   (OC)1 Year Chart         OC Owens Corning 55 - $178.51 $1,690,000 10,130 0.19% 947,000 5,120 0.009    General Building Mate...
   (ALSN)1 Year Chart         ALSN Allison Transmission Holdin... 62 - $82.28 $1,590,000 19,595 0.18% 463,000 215 0.017    Auto Parts
   (DVN)1 Year Chart         DVN Devon Energy Corp 80 - $49.77 $1,172,000 23,355 0.13% 118,000 98 0.003    Independent Oil & Gas
   (APA)1 Year Chart         APA Apache Corp 81 - $30.72 $1,156,000 33,625 0.13% 6,000 1,585 0.009    Independent Oil & Gas
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 84 - $481.85 $1,101,000 2,181 0.13% -170,000 50 0    Application Software
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 89 - $21.24 $788,000 34,255 0.09% 225,000 1,445 0.002    N/A

      14 Records Found
  1    
Page 1 of 1
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