Financial Counselors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Financial Counselors Inc. reported 579 stock positions worth $6.6 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 3.4%). Compared with Q4 2024, it opened 31 new positions, sold out of 28, added to 207 and reduced 301. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +368%) and the biggest sale Unitedhealth (UNH, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0000949623
- Portfolio Value
- $6.6B (Q1 2025)
- SEC Filing
- 0000949623-25-000006 ↗ filed Apr 29, 2025
Holdings Value
Holdings 579 stocks · $6.6B
| AAPL Apple Inc. | 4.73% | 1,404,136 | $311.9M | Add +0.0% |
| MSFT Microsoft Corp. | 4.14% | 725,833 | $272.5M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.42% | 872,371 | $225.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.98% | 1,812,934 | $196.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.60% | 902,152 | $171.6M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 1.78% | 756,755 | $117.0M | Add +2.5% |
| DFAS Dimensional US Small Cap ETF | 1.65% | 1,822,806 | $108.9M | Add +5.9% |
| JPM JPMorgan Chase & Co. | 1.64% | 441,452 | $108.3M | Reduce -5.5% |
| GVI iShares Intermediate Governm | 1.58% | 980,095 | $103.9M | Add +3.5% |
| ABBV Abbvie Inc. | 1.50% | 471,579 | $98.8M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.45% | 179,151 | $95.4M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.36% | 537,123 | $89.9M | Reduce -2.1% |
| V Visa Inc. Class A | 1.19% | 223,688 | $78.4M | Reduce -4.1% |
| WMT Walmart Inc. | 1.16% | 868,691 | $76.3M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 1.14% | 130,473 | $75.2M | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 1,474,245 | $74.9M | Add +8.4% |
| XOM Exxon Mobil Corp. | 1.13% | 625,442 | $74.4M | Add +4.7% |
| COST Costco Wholesale Corp. | 1.09% | 76,219 | $72.1M | Reduce -5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 124,087 | $69.4M | Add +3.4% |
| CSCO Cisco Systems Inc. | 1.03% | 1,097,174 | $67.7M | Reduce -1.3% |
| MCD McDonald's Corp. | 1.01% | 212,899 | $66.5M | Add +1.5% |
| PG The Procter & Gamble Co. | 1.00% | 388,449 | $66.2M | Add +5.3% |
| UNP Union Pacific Corp. | 0.97% | 269,190 | $63.6M | Add +1.9% |
| MRK Merck & Co. Inc. | 0.96% | 705,128 | $63.3M | Add +14.0% |
| RTX RTX Corp. | 0.96% | 475,354 | $63.0M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.95% | 398,669 | $62.3M | Reduce -2.0% |
| CB Chubb Ltd. | 0.91% | 197,516 | $59.6M | Reduce -0.7% |
| WMB Williams Cos Inc. | 0.88% | 969,112 | $57.9M | Reduce -9.4% |
| VNQ Vanguard Real Estate ETF | 0.85% | 617,938 | $55.9M | Add +0.1% |
| CAT Caterpillar Inc. | 0.85% | 169,018 | $55.7M | Add +2.0% |
| PEP Pepsico Inc. | 0.84% | 368,966 | $55.3M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.81% | 104,205 | $53.6M | Reduce -7.4% |
| ETN Eaton Corp. PLC | 0.81% | 195,521 | $53.1M | Add +7.2% |
| HD Home Depot Inc. | 0.80% | 143,048 | $52.4M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 0.79% | 92,433 | $51.9M | Add +1.5% |
| AMP Ameriprise Financial Inc. | 0.79% | 107,141 | $51.9M | Reduce -12.5% |
| TSLA Tesla Inc. | 0.77% | 195,177 | $50.6M | Add +10.8% |
| SCHG Schwab US Large-Cap Growth | 0.76% | 2,001,404 | $50.1M | Add +0.8% |
| CRM Salesforce Inc. | 0.72% | 175,631 | $47.1M | Add +2.3% |
| PM Philip Morris International | 0.71% | 296,290 | $47.0M | Reduce -4.6% |
| CVX Chevron Corp. | 0.69% | 272,722 | $45.6M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 597,731 | $45.2M | Add +14.1% |
| SCHV Schwab US Large-Cap Value | 0.65% | 1,619,109 | $43.0M | Reduce -10.4% |
| COP Conocophillips | 0.65% | 406,073 | $42.6M | Add +13.6% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 84,545 | $42.1M | Add +5.4% |
| IWF iShares Russell 1000 Growth | 0.61% | 111,331 | $40.2M | Reduce -6.1% |
| BKNG Booking Holdings Inc. | 0.60% | 8,604 | $39.6M | Reduce -1.4% |
| AVEM Avantis Emerging Markets Eq | 0.60% | 654,500 | $39.4M | Add +368.1% |
| LLY Eli Lilly & Co. | 0.60% | 47,604 | $39.3M | Reduce -5.9% |
| HON Honeywell International Inc. | 0.59% | 183,174 | $38.8M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.58% | 73,534 | $38.5M | Reduce -51.1% |
| NOC Northrop Grumman Corp. | 0.56% | 72,157 | $36.9M | Add +4.3% |
| MDY State Street SPDR S&P Midcap | 0.53% | 65,600 | $35.0M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.49% | 211,168 | $32.4M | Add +6.2% |
| ECL Ecolab Inc. | 0.47% | 120,952 | $30.7M | Add +0.4% |
| JNJ Johnson & Johnson | 0.46% | 182,888 | $30.3M | Add +8.3% |
| ENB Enbridge Inc. | 0.46% | 679,022 | $30.1M | Reduce -4.2% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 509,064 | $29.7M | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 266,088 | $29.7M | Add +3.0% |
| PYPL PayPal Holdings Inc. | 0.44% | 448,041 | $29.2M | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 0.44% | 1,200,638 | $29.2M | Add +4.1% |
| DOW Dow Inc. | 0.43% | 817,941 | $28.6M | Add +58.9% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 270,294 | $28.3M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.40% | 576,385 | $26.1M | Add +1.0% |
| AMGN Amgen Inc. | 0.38% | 79,843 | $24.9M | Reduce -3.2% |
| BIV Vanguard Intermediate-Term B | 0.37% | 322,637 | $24.7M | Reduce -19.9% |
| AMT American Tower Corp. | 0.37% | 113,376 | $24.7M | Reduce -11.1% |
| ZTS Zoetis Inc. | 0.37% | 148,863 | $24.5M | Reduce -3.9% |
| PNC PNC Financial Services Group | 0.37% | 138,708 | $24.4M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 88,178 | $24.2M | Add +2.4% |
| ADBE Adobe Inc. | 0.37% | 62,851 | $24.1M | Add +9.2% |
| DHR Danaher Corp. | 0.37% | 117,434 | $24.1M | Add +3.9% |
| TRV The Travelers Cos Inc. | 0.36% | 90,794 | $24.0M | Reduce -5.2% |
| IWD iShares Russell 1000 Value E | 0.36% | 125,095 | $23.5M | Add +2.8% |
| TEL Te Connectivity PLC | 0.36% | 165,572 | $23.4M | Add +4.3% |
| ETR Entergy Corp. | 0.35% | 268,270 | $22.9M | Reduce -15.5% |
| EMR Emerson Electric Co. | 0.35% | 208,875 | $22.9M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.33% | 306,323 | $21.9M | Reduce -0.7% |
| SCHR Schwab Intermediate-Term US | 0.33% | 880,107 | $21.9M | Add +1.6% |
| NFLX Netflix Inc. | 0.33% | 23,254 | $21.7M | Add +0.6% |
| WM Waste Management Inc. | 0.33% | 93,099 | $21.6M | Reduce -2.7% |
| SO The Southern Co. | 0.32% | 231,124 | $21.3M | Reduce -4.6% |
| LMT Lockheed Martin Corp. | 0.32% | 46,529 | $20.8M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 0.31% | 263,219 | $20.6M | Reduce -3.2% |
| HBAN Huntington Bancshares Inc. | 0.31% | 1,349,219 | $20.3M | Reduce -3.7% |
| MDT Medtronic PLC | 0.30% | 222,150 | $20.0M | Add +10.6% |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 349,352 | $20.0M | Add +25.1% |
| PNW Pinnacle West Capital | 0.29% | 202,409 | $19.3M | Reduce -3.6% |
| DE Deere & Co. | 0.29% | 40,972 | $19.2M | Reduce -3.4% |
| ALL Allstate Corp. | 0.29% | 91,797 | $19.0M | Reduce -7.2% |
| SBUX Starbucks Corp. | 0.28% | 188,538 | $18.5M | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.27% | 22,608 | $18.0M | Reduce -7.7% |
| DLR Digital Realty Trust Inc. | 0.27% | 124,108 | $17.8M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.26% | 210,585 | $17.2M | Add +0.3% |
| XLK SS Technology Select Sector | 0.26% | 82,885 | $17.1M | Reduce -0.4% |
| DGX Quest Diagnostics Inc. | 0.26% | 99,631 | $16.9M | Reduce -1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 371,166 | $16.8M | Add +7.1% |
| CASY Casey's General Stores Inc. | 0.25% | 37,739 | $16.4M | Reduce -7.5% |
| USB US Bancorp | 0.25% | 386,326 | $16.3M | Reduce -3.2% |
| KKR KKR & Co. Inc. | 0.24% | 138,912 | $16.1M | Add +81.6% |
Portfolio Sells Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | Reduce -51.1% | 0.58% | −0.53 |
| AVGO Broadcom Inc. | Reduce -2.1% | 1.36% | −0.49 |
| IEMG iShares Core MSCI Emerging | Reduce -70.0% | 0.22% | −0.47 |
| DIS The Walt Disney Co. | Reduce -51.8% | 0.24% | −0.30 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.95% | −0.19 |
| AMP Ameriprise Financial Inc. | Reduce -12.5% | 0.79% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Reduce -74.5% | 0.06% | −0.15 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.13 |
| CCI Crown Castle Inc. | Reduce -86.7% | 0.02% | −0.13 |
| F Ford Motor Co. | Reduce -94.5% | 0.01% | −0.11 |
| NOW ServiceNow Inc. | Reduce -7.7% | 0.27% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -6.1% | 0.61% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.81% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -92.9% | 0.00% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -26.1% | 0.16% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -19.9% | 0.37% | −0.06 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -31.0% | 0.16% | −0.06 |
| CRL Charles River Laboratories | Reduce -47.3% | 0.04% | −0.05 |
| DLR Digital Realty Trust Inc. | Reduce -0.3% | 0.27% | −0.05 |
| EMR Emerson Electric Co. | Reduce -3.5% | 0.35% | −0.04 |
| GLW Corning Inc. | Reduce -17.2% | 0.17% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -13.4% | 0.21% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.8% | 0.15% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -10.4% | 0.65% | −0.03 |
| WMT Walmart Inc. | Reduce -3.7% | 1.16% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 0.60% | −0.03 |
| CW Curtiss-Wright Corp. | Reduce -5.1% | 0.24% | −0.03 |
| USB US Bancorp | Reduce -3.2% | 0.25% | −0.03 |
| HI Hillenbrand Inc. | Reduce -1.2% | 0.13% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 0.43% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -3.7% | 0.31% | −0.03 |
| UPS United Parcel Service Class B | Reduce -2.0% | 0.19% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.26% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -1.5% | 0.23% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -2.0% | 0.32% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -1.1% | 0.06% | −0.02 |
| ORRF Orrstown Finl Services Inc. | Sold out | 0.00% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -10.4% | 0.09% | −0.02 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.0% | 0.45% | −0.02 |
| RF Regions Financial Corp. | Reduce -3.9% | 0.20% | −0.02 |
| SOBO South Bow Corp. | Sold out | 0.00% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.3% | 0.11% | −0.01 |
| IP International Paper Co. | Reduce -18.6% | 0.07% | −0.01 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -4.2% | 0.13% | −0.01 |
| CFB Crossfirst Bankshares Inc. | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -18.4% | 0.24% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.9% | 0.09% | −0.01 |
| CSX CSX Corp. | Reduce -0.2% | 0.16% | −0.01 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AVEM Avantis Emerging Markets Eq | Add +368.1% | 0.60% | +0.48 |
| ABBV Abbvie Inc. | Add +0.3% | 1.50% | +0.28 |
| XOM Exxon Mobil Corp. | Add +4.7% | 1.13% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +8.4% | 1.14% | +0.19 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.1% | 0.69% | +0.15 |
| BX Blackstone Inc. | Add +846.0% | 0.16% | +0.14 |
| GVI iShares Intermediate Governm | Add +3.5% | 1.58% | +0.14 |
| DOW Dow Inc. | Add +58.9% | 0.43% | +0.13 |
| COP Conocophillips | Add +13.6% | 0.65% | +0.13 |
| MCD McDonald's Corp. | Add +1.5% | 1.01% | +0.12 |
| CVX Chevron Corp. | Add +0.8% | 0.69% | +0.12 |
| NEE Nextera Energy Inc. | Add +86.7% | 0.22% | +0.11 |
| META Meta Platforms Inc. Class A | Add +7.8% | 1.14% | +0.11 |
| JNJ Johnson & Johnson | Add +8.3% | 0.46% | +0.10 |
| PG The Procter & Gamble Co. | Add +5.3% | 1.00% | +0.10 |
| NOC Northrop Grumman Corp. | Add +4.3% | 0.56% | +0.09 |
| UNP Union Pacific Corp. | Add +1.9% | 0.97% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Add +3.0% | 0.45% | +0.08 |
| KKR KKR & Co. Inc. | Add +81.6% | 0.24% | +0.08 |
| SPOT Spotify Technology SA | New | 0.07% | +0.07 |
| MDT Medtronic PLC | Add +10.6% | 0.30% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +25.1% | 0.30% | +0.07 |
| VZ Verizon Communications Inc. | Add +1.0% | 0.40% | +0.06 |
| MRK Merck & Co. Inc. | Add +14.0% | 0.96% | +0.06 |
| AEP American Electric Power | Add +37.9% | 0.15% | +0.06 |
| PEP Pepsico Inc. | Add +4.6% | 0.84% | +0.06 |
| WING Wingstop Inc. | New | 0.06% | +0.06 |
| ECL Ecolab Inc. | Add +0.4% | 0.47% | +0.05 |
| FIS Fidelity National Info Serv | Add +66.9% | 0.14% | +0.05 |
| PLD Prologis Inc. | Add +16.4% | 0.23% | +0.05 |
| QCOM Qualcomm Inc. | Add +6.2% | 0.49% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.85% | +0.05 |
| TRP TC Energy Corp. | Add +22.4% | 0.18% | +0.04 |
| SCHO Schwab Short-Term US Treas | Add +4.1% | 0.44% | +0.04 |
| HAS Hasbro Inc. | Add +24.0% | 0.13% | +0.04 |
| BDX Becton Dickinson and Co. | Add +41.1% | 0.10% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +20.8% | 0.20% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +7.1% | 0.25% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +59.2% | 0.08% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 0.26% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +5.4% | 0.64% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +2.8% | 0.36% | +0.03 |
| NFLX Netflix Inc. | Add +0.6% | 0.33% | +0.03 |
| IAU iShares Gold Trust | Add +0.6% | 0.14% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.4% | 1.05% | +0.03 |
| URI United Rentals Inc. | Add +50.6% | 0.10% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +37.4% | 0.09% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +156.3% | 0.04% | +0.03 |
| GLD SPDR Gold Shares | Add +13.5% | 0.09% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +1.6% | 0.33% | +0.02 |
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 |