Estate Counselors, LLC
Top Portfolio Positions
31 positions ·
$55,820,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
16,942 | $7,289,973 | 13.06% | |
| CIEN |
Ciena Corp
Technology
|
7,562 | $2,935,795 | 5.26% | |
| APA |
APA Corp
Energy
|
55,887 | $2,371,844 | 4.25% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
22,708 | $2,046,217 | 3.67% | |
| WDC |
Western Digital Corp
Technology
|
7,500 | $2,028,675 | 3.63% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
2,843 | $1,997,946 | 3.58% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
9,113 | $1,967,314 | 3.52% | |
| OVV |
Ovintiv Inc.
Energy
|
33,132 | $1,966,715 | 3.52% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
195,095 | $1,956,802 | 3.51% | |
| CI |
Cigna Group
Healthcare
|
7,288 | $1,944,074 | 3.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FMBH
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $468,948 | 11,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,015 | 11,385 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $431,263 | 11,385 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $426,823 | 11,385 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $397,336 | 11,385 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $419,195 | 11,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $442,990 | 11,385 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $374,338 | 11,385 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $372,061 | 11,385 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,604 | 11,385 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $302,385 | 11,385 | Shares | Sole | 2023-11-02 | |
| No 13F history on record for this holder in this stock. | ||||||