Financial Counselors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Financial Counselors Inc. reported 576 stock positions worth $6.9 billion. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Nvidia (NVDA, 3.5%). Compared with Q3 2024, it opened 24 new positions, sold out of 35, added to 190 and reduced 308. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale Dow (DOW, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0000949623
- Portfolio Value
- $6.9B (Q4 2024)
- SEC Filing
- 0000949623-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 576 stocks · $6.9B
| AAPL Apple Inc. | 5.13% | 1,403,955 | $351.6M | Reduce -0.6% |
| MSFT Microsoft Corp. | 4.35% | 707,351 | $298.1M | Add +0.6% |
| NVDA Nvidia Corp. | 3.54% | 1,806,604 | $242.6M | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.38% | 877,652 | $231.8M | Add +5.5% |
| AMZN Amazon.com Inc. | 2.82% | 881,980 | $193.5M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.04% | 738,531 | $139.8M | Add +1.2% |
| AVGO Broadcom Inc. | 1.86% | 548,664 | $127.2M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 1.64% | 1,721,070 | $112.0M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 1.63% | 467,165 | $112.0M | Reduce -0.7% |
| GVI iShares Intermediate Governm | 1.44% | 947,352 | $98.7M | Add +6.8% |
| ABBV Abbvie Inc. | 1.22% | 470,188 | $83.6M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 181,527 | $82.3M | Add +1.1% |
| WMT Walmart Inc. | 1.19% | 902,012 | $81.5M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 1.13% | 406,705 | $77.5M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 1.11% | 150,505 | $76.1M | Reduce -0.9% |
| V Visa Inc. Class A | 1.08% | 233,172 | $73.7M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 1.07% | 80,302 | $73.6M | Reduce -1.0% |
| TSLA Tesla Inc. | 1.04% | 176,068 | $71.1M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 1.03% | 121,094 | $70.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 119,988 | $70.3M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.96% | 1,111,227 | $65.8M | Reduce -0.8% |
| AMP Ameriprise Financial Inc. | 0.95% | 122,400 | $65.2M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 1,359,582 | $65.0M | Add +11.5% |
| XOM Exxon Mobil Corp. | 0.94% | 597,403 | $64.3M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.90% | 369,088 | $61.9M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.90% | 618,477 | $61.5M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.89% | 209,711 | $60.8M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.89% | 112,582 | $60.7M | Add +19.3% |
| ETN Eaton Corp. PLC | 0.88% | 182,325 | $60.5M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.88% | 264,076 | $60.2M | Add +1.5% |
| CAT Caterpillar Inc. | 0.88% | 165,751 | $60.1M | Add +0.9% |
| WMB Williams Cos Inc. | 0.84% | 1,069,376 | $57.9M | Reduce -9.6% |
| CRM Salesforce Inc. | 0.84% | 171,762 | $57.4M | Add +1.4% |
| RTX RTX Corp. | 0.81% | 481,538 | $55.7M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.81% | 1,986,412 | $55.4M | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 0.80% | 617,581 | $55.0M | Add +4.5% |
| CB Chubb Ltd. | 0.80% | 198,929 | $55.0M | Add +0.8% |
| HD Home Depot Inc. | 0.80% | 140,959 | $54.8M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.78% | 352,862 | $53.7M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 0.78% | 91,054 | $53.6M | Add +5.4% |
| IWF iShares Russell 1000 Growth | 0.70% | 118,590 | $47.6M | Add +1.6% |
| IEMG iShares Core MSCI Emerging | 0.69% | 902,906 | $47.1M | Add +21.7% |
| SCHV Schwab US Large-Cap Value | 0.69% | 1,806,206 | $47.1M | Add +3.1% |
| BKNG Booking Holdings Inc. | 0.63% | 8,728 | $43.4M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.61% | 80,197 | $41.7M | Add +0.6% |
| HON Honeywell International Inc. | 0.59% | 177,654 | $40.1M | Reduce -1.4% |
| CVX Chevron Corp. | 0.57% | 270,494 | $39.2M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.57% | 50,599 | $39.1M | Add +3.7% |
| PYPL PayPal Holdings Inc. | 0.55% | 444,565 | $37.9M | Reduce -0.3% |
| PM Philip Morris International | 0.55% | 310,455 | $37.4M | Reduce -2.8% |
| MDY State Street SPDR S&P Midcap | 0.54% | 65,536 | $37.3M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 331,843 | $37.0M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 523,996 | $36.8M | Add +14.8% |
| COP Conocophillips | 0.52% | 357,603 | $35.5M | Add +8.1% |
| NOC Northrop Grumman Corp. | 0.47% | 69,150 | $32.5M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 514,328 | $32.0M | Reduce -7.5% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 271,948 | $31.3M | Add +1.5% |
| QCOM Qualcomm Inc. | 0.45% | 198,939 | $30.6M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.44% | 402,647 | $30.1M | Add +60.8% |
| ENB Enbridge Inc. | 0.44% | 708,718 | $30.1M | Reduce -1.9% |
| ECL Ecolab Inc. | 0.41% | 120,464 | $28.2M | Add +2.1% |
| SCHO Schwab Short-Term US Treas | 0.41% | 1,153,083 | $27.7M | Add +9.2% |
| EMR Emerson Electric Co. | 0.39% | 216,344 | $26.8M | Reduce -1.6% |
| PNC PNC Financial Services Group | 0.38% | 136,524 | $26.3M | Add +2.2% |
| NOW ServiceNow Inc. | 0.38% | 24,490 | $26.0M | Reduce -1.4% |
| DHR Danaher Corp. | 0.38% | 113,056 | $26.0M | Add +1.6% |
| ADBE Adobe Inc. | 0.37% | 57,553 | $25.6M | Add +0.5% |
| ZTS Zoetis Inc. | 0.37% | 154,825 | $25.2M | Reduce -0.6% |
| NVS Novartis AG-Sponsored ADR | 0.37% | 258,224 | $25.1M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 86,127 | $25.0M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.36% | 168,931 | $24.4M | Reduce -8.7% |
| ETR Entergy Corp. | 0.35% | 317,648 | $24.1M | Reduce -3.5% |
| AMT American Tower Corp. | 0.34% | 127,593 | $23.4M | Reduce -4.3% |
| LMT Lockheed Martin Corp. | 0.34% | 47,497 | $23.1M | Reduce -2.6% |
| TRV The Travelers Cos Inc. | 0.34% | 95,753 | $23.1M | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.33% | 570,751 | $22.8M | Reduce -3.6% |
| HBAN Huntington Bancshares Inc. | 0.33% | 1,401,685 | $22.8M | Reduce -2.0% |
| TEL Te Connectivity PLC | 0.33% | 158,792 | $22.7M | Add +4.5% |
| IWD iShares Russell 1000 Value E | 0.33% | 121,638 | $22.5M | Add +8.1% |
| DLR Digital Realty Trust Inc. | 0.32% | 124,529 | $22.1M | Reduce -3.8% |
| AMGN Amgen Inc. | 0.31% | 82,499 | $21.5M | Add +10.6% |
| SCHR Schwab Intermediate-Term US | 0.31% | 866,241 | $21.0M | Add +11.9% |
| DOW Dow Inc. | 0.30% | 514,867 | $20.7M | Reduce -17.7% |
| NFLX Netflix Inc. | 0.30% | 23,105 | $20.6M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 0.29% | 272,038 | $20.1M | Reduce -1.4% |
| SO The Southern Co. | 0.29% | 242,251 | $19.9M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.28% | 83,233 | $19.4M | Reduce -0.4% |
| WM Waste Management Inc. | 0.28% | 95,693 | $19.3M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.28% | 308,405 | $19.2M | Add +0.7% |
| USB US Bancorp | 0.28% | 399,074 | $19.1M | Reduce -0.5% |
| ALL Allstate Corp. | 0.28% | 98,921 | $19.1M | Add +2.0% |
| CW Curtiss-Wright Corp. | 0.27% | 51,431 | $18.3M | Reduce -8.8% |
| DE Deere & Co. | 0.26% | 42,391 | $18.0M | Reduce -5.4% |
| PNW Pinnacle West Capital | 0.26% | 209,981 | $17.8M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 0.26% | 108,291 | $17.6M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.26% | 192,609 | $17.6M | Reduce -2.7% |
| TGT Target Corp. | 0.26% | 129,758 | $17.5M | Reduce -8.9% |
| DUK Duke Energy Corp. | 0.25% | 159,070 | $17.1M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.24% | 32,033 | $16.7M | Add +0.1% |
| CASY Casey's General Stores Inc. | 0.24% | 40,797 | $16.2M | Reduce -5.2% |
Portfolio Sells Q3 2024 → Q4 2024
| DOW Dow Inc. | Reduce -17.7% | 0.30% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 1.11% | −0.20 |
| ABBV Abbvie Inc. | Reduce -1.3% | 1.22% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.90% | −0.14 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.78% | −0.14 |
| AMT American Tower Corp. | Reduce -4.3% | 0.34% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -21.3% | 0.23% | −0.10 |
| CCI Crown Castle Inc. | Reduce -18.8% | 0.15% | −0.10 |
| JNJ Johnson & Johnson | Reduce -8.7% | 0.36% | −0.09 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.89% | −0.09 |
| XRAY Dentsply Sirona Inc. | Reduce -85.6% | 0.01% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 0.34% | −0.09 |
| ZTS Zoetis Inc. | Reduce -0.6% | 0.37% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.6% | 0.37% | −0.08 |
| TGT Target Corp. | Reduce -8.9% | 0.26% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -0.5% | 0.26% | −0.07 |
| PLD Prologis Inc. | Reduce -12.2% | 0.18% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -3.6% | 0.33% | −0.06 |
| MDT Medtronic PLC | Reduce -8.0% | 0.23% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.45% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -90.4% | 0.01% | −0.06 |
| HD Home Depot Inc. | Reduce -0.2% | 0.80% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.5% | 0.47% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -17.9% | 0.13% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -11.0% | 0.12% | −0.04 |
| CVX Chevron Corp. | Reduce -3.4% | 0.57% | −0.04 |
| HRB H&R Block Inc. | Reduce -2.8% | 0.14% | −0.04 |
| HAS Hasbro Inc. | Reduce -6.1% | 0.09% | −0.04 |
| SO The Southern Co. | Reduce -0.9% | 0.29% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.7% | 0.26% | −0.03 |
| CVS CVS Health Corp. | Reduce -6.2% | 0.06% | −0.03 |
| PM Philip Morris International | Reduce -2.8% | 0.55% | −0.03 |
| CTAS Cintas Corp. | Reduce -0.7% | 0.19% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.1% | 0.21% | −0.03 |
| SON Sonoco Products Co. | Reduce -1.4% | 0.16% | −0.02 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.21% | −0.02 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.25% | −0.02 |
| INTC Intel Corp. | Reduce -15.4% | 0.06% | −0.02 |
| LKQ LKQ Corp. | Reduce -1.7% | 0.19% | −0.02 |
| FTRE Fortrea Holdings Inc. | Reduce -73.0% | 0.01% | −0.02 |
| VKTX Viking Therapeutics Inc. | Reduce -15.9% | 0.02% | −0.02 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -0.1% | 0.14% | −0.02 |
| NEM Newmont Corp. | Reduce -0.6% | 0.04% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Reduce -69.8% | 0.01% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -6.0% | 0.07% | −0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -8.3% | 0.09% | −0.02 |
| PHG Koninklijke Philips NVR- NY | Reduce -5.3% | 0.05% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -0.3% | 0.13% | −0.02 |
| ACN Accenture PLC Class A | Reduce -8.4% | 0.16% | −0.02 |
| BLK BlackRock Inc. | Reduce -31.6% | 0.05% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.9% | 2.82% | +0.41 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 2.04% | +0.25 |
| VYM Vanguard High DVD Yield ETF | Add +333.6% | 0.21% | +0.16 |
| CRM Salesforce Inc. | Add +1.4% | 0.84% | +0.15 |
| BIV Vanguard Intermediate-Term B | Add +60.8% | 0.44% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +19.3% | 0.89% | +0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.5% | 3.38% | +0.13 |
| AVEM Avantis Emerging Markets Eq | New | 0.12% | +0.12 |
| MMIT Nylim Mackay Muni Intermedia | Add +127.7% | 0.22% | +0.12 |
| BKNG Booking Holdings Inc. | Add +0.8% | 0.63% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +148.1% | 0.17% | +0.08 |
| BDX Becton Dickinson and Co. | Add +1786.9% | 0.07% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Add +5.1% | 1.64% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +21.7% | 0.69% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +0.7% | 0.81% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +1.6% | 0.70% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +5.4% | 0.78% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +24.5% | 0.23% | +0.04 |
| GVI iShares Intermediate Governm | Add +6.8% | 1.44% | +0.03 |
| ACEL Accel Entertainment Inc. | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.8% | 0.13% | +0.03 |
| HI Hillenbrand Inc. | Add +7.2% | 0.16% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +9.2% | 0.41% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.6% | 0.23% | +0.02 |
| PNC PNC Financial Services Group | Add +2.2% | 0.38% | +0.02 |
| CRL Charles River Laboratories | Add +34.3% | 0.10% | +0.02 |
| KKR KKR & Co. Inc. | Add +0.2% | 0.17% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +11.9% | 0.31% | +0.02 |
| CL Colgate-Palmolive Co. | Add +91.5% | 0.04% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +8.1% | 0.33% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.24% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +21.3% | 0.05% | +0.01 |
| WELL Welltower Inc. | Add +146.4% | 0.02% | +0.01 |
| CBSH Commerce Bancshares Inc. | Add +4.5% | 0.15% | +0.01 |
| MUB iShares National Muni Bond E | Add +23.9% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.2% | 1.03% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +32.5% | 0.06% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.8% | 0.54% | +0.01 |
| CPRT Copart Inc. | Add +0.2% | 0.12% | +0.01 |
| MMM 3M Co. | Add +28.9% | 0.06% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +117.0% | 0.02% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +15.2% | 0.08% | +0.01 |
| GEV GE Vernova Inc. | Add +0.1% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +25.5% | 0.03% | +0.01 |
| GOVT iShares US Treasury Bond ETF | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +4.6% | 0.09% | +0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Add +24.2% | 0.02% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | New | 0.01% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +48.4% | 0.02% | +0.01 |
| COOP Mr Cooper Group Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $72.7M | IVV, IEMG, IJR, VBR, VOO |
| Q1 2026 | 12 | $70.9M | IVV, VEA, IJR, VWO, VBR |
| Q4 2025 | 13 | $72.1M | IVV, VEA, IJR, VWO, IEMG |
| Q3 2025 | 15 | $75.2M | SCHG, SCHV, IVV, VEA, VWO |
| Q2 2025 | 15 | $70.7M | SCHG, SCHV, IVV, VEA, VBR |
| Q1 2025 | 579 | $6.6B | AAPL, MSFT, VO, NVDA, AMZN |
| Q4 2024 | 576 | $6.9B | AAPL, MSFT, NVDA, VO, AMZN |
| Q3 2024 | 586 | $6.8B | AAPL, MSFT, NVDA, VO, AMZN |
| Q2 2024 | 559 | $6.2B | MSFT, AAPL, NVDA, VO, AMZN |
| Q1 2024 | 569 | $5.9B | MSFT, AAPL, VO, NVDA, AMZN |