MondegarAI
Estate Counselors, LLC

Q3 2024 · 13F-HR

Estate Counselors, LLCholdings as filed

Filed 2024-11-12 · accession 0001172661-24-004570

$965.2M
Reported value
108
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922B493TBFCETF SER SOLUTIONS$296.0M30.7%10,882,136CommonNONE
26922B519TBFGETF SER SOLUTIONS$288.6M29.9%10,390,985CommonNONE
921909768VXUSVANGUARD STAR FDS$33.9M3.51%523,195CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$22.7M2.36%235,991CommonNONE
92204A405VFHVANGUARD WORLD FD$17.8M1.85%162,060CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$16.2M1.68%362,660CommonNONE
464287432TLTISHARES TR$15.4M1.60%157,284CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$14.3M1.48%172,017CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$11.4M1.19%141,660CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.5M0.99%53,251CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$8.9M0.92%98,557CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$8.5M0.88%105,127CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.5M0.88%37,824CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$8.5M0.88%62,676CommonNONE
78464A359CWBSPDR SER TR$8.4M0.87%109,680CommonNONE
922908744VTVVANGUARD INDEX FDS$8.3M0.86%47,631CommonNONE
464288281EMBISHARES TR$8.2M0.85%87,650CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$8.1M0.84%332,505CommonNONE
78468R622JNKSPDR SER TR$8.1M0.84%83,135CommonNONE
922908736VUGVANGUARD INDEX FDS$7.2M0.74%18,694CommonNONE
922908553VNQVANGUARD INDEX FDS$6.9M0.72%71,183CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.5M0.57%148,405CommonNONE
291011104EMREMERSON ELEC CO$5.3M0.55%48,605CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$5.3M0.55%101,640CommonNONE
46429B689EFAVISHARES TR$5.2M0.54%67,934CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.1M0.53%113,088CommonNONE
146869102CVNACARVANA CO$4.8M0.50%27,580CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$4.3M0.45%110,440CommonNONE
03831W108APPAPPLOVIN CORP$4.2M0.44%32,485CommonNONE
46436E148IBTOISHARES TR$3.9M0.40%154,502CommonNONE
46436E825IBTJISHARES TR$3.8M0.40%173,667CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.35%27,860CommonNONE
464287507IJHISHARES TR$2.7M0.28%43,295CommonNONE
92840M102VSTVISTRA CORP$2.5M0.26%20,930CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.4M0.25%41,469CommonNONE
464287804IJRISHARES TR$2.4M0.25%20,521CommonNONE
92537N108VRTVERTIV HOLDINGS CO$2.3M0.24%23,290CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M0.24%8,157CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.3M0.24%8,890CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.3M0.24%11,850CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$2.2M0.23%25,290CommonNONE
745867101PHMPULTE GROUP INC$2.1M0.22%14,690CommonNONE
526107107LIILENNOX INTL INC$2.0M0.21%3,345CommonNONE
910047109UALUNITED AIRLS HLDGS INC$2.0M0.21%35,355CommonNONE
464287689IWVISHARES TR$1.9M0.20%5,935CommonNONE
668771108GENGEN DIGITAL INC$1.9M0.20%69,690CommonNONE
532457108LLYELI LILLY & CO$1.9M0.20%2,143CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.9M0.20%19,595CommonNONE
143658300CCL1EURCARNIVAL CORP$1.8M0.19%99,700CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.8M0.19%14,550CommonNONE
30303M102METAMETA PLATFORMS INC$1.8M0.19%3,195CommonNONE
058498106BALLBALL CORP$1.8M0.19%26,875CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.8M0.19%985CommonNONE
88033G407THCTENET HEALTHCARE CORP$1.8M0.19%10,785CommonNONE
74624M102PPURE STORAGE INC$1.8M0.18%35,515CommonNONE
718546104PSXPHILLIPS 66$1.8M0.18%13,525CommonNONE
690742101OCOWENS CORNING NEW$1.8M0.18%10,065CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.8M0.18%23,638CommonNONE
87612G101TRGPTARGA RES CORP$1.8M0.18%11,962CommonNONE
56585A102MPCMARATHON PETE CORP$1.7M0.18%10,710CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$1.7M0.18%13,598CommonNONE
00827B106AFRMAFFIRM HLDGS INC$1.7M0.18%41,575CommonNONE
58155Q103MCKMCKESSON CORP$1.7M0.17%3,385CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.7M0.17%9,430CommonNONE
94419L101WWAYFAIR INC$1.7M0.17%29,400CommonNONE
46436E130IBDYISHARES TR$1.6M0.17%62,185CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$1.6M0.17%19,830CommonNONE
464287655IWMISHARES TR$1.6M0.16%7,115CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.6M0.16%19,931CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.5M0.15%8,330CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.5M0.15%129,515CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.4M0.15%10,735CommonNONE
46436E205IBDUISHARES TR$1.4M0.15%61,241CommonNONE
983793100XPOXPO INC$1.4M0.14%12,575CommonNONE
69047Q102OVVOVINTIV INC$1.3M0.14%35,110CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.3M0.14%34,065CommonNONE
013091103ACIALBERTSONS COS INC$1.3M0.13%70,210CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.3M0.13%15,292CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.13%2,225CommonNONE
464288588MBBISHARES TR$1.2M0.12%12,065CommonNONE
464288679SHVISHARES TR$1.2M0.12%10,416CommonNONE
464287614IWFISHARES TR$1.1M0.12%2,999CommonNONE
464287440IEFISHARES TR$853,9380.09%8,703CommonNONE
74348A467NOBLPROSHARES TR$703,5480.07%6,590CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$683,4040.07%8,718CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$668,5530.07%9,403CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$659,3860.07%49,098CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$590,6170.06%4,607CommonNONE
921937819BIVVANGUARD BD INDEX FDS$550,5490.06%7,025CommonNONE
46432F396MTUMISHARES TR$486,6240.05%2,400CommonNONE
320866106FMBHFIRST MID ILL BANCSHARES INC$442,9900.05%11,385CommonNONE
464288513HYGISHARES TR$397,1640.04%4,946CommonNONE
78463V107GLDSPDR GOLD TR$390,5970.04%1,607CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$356,2470.04%3,450CommonNONE
921910816MGKVANGUARD WORLD FD$347,7060.04%1,080CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$335,6290.03%4,226CommonNONE
922908512VOEVANGUARD INDEX FDS$317,6520.03%1,890CommonNONE
46435U549EAGGISHARES TR$307,3320.03%6,325CommonNONE
922908751VBVANGUARD INDEX FDS$303,6290.03%1,280CommonNONE
464289875AOMISHARES TR$303,1390.03%6,720CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$279,7470.03%3,900CommonNONE
921910733ESGVVANGUARD WORLD FD$245,9930.03%2,420CommonNONE
67092P201NULGNUSHARES ETF TR$216,4910.02%2,620CommonNONE
67092P300NULVNUSHARES ETF TR$203,8020.02%4,885CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$123,2000.01%70,000CommonNONE
836100107SOUNSOUNDHOUND AI INC$46,6000.00%10,000CommonNONE
35953D104FUBOGBPFUBOTV INC$14,2000.00%10,000CommonNONE
023111206AMARIN CORP PLC$9,4040.00%15,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.