MondegarAI
Estate Counselors, LLC

Q4 2024 · 13F-HR

Estate Counselors, LLCholdings as filed

Filed 2025-02-14 · accession 0001172661-25-001064

$935.4M
Reported value
101
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922B493TBFCETF SER SOLUTIONS$283.7M30.3%10,850,973CommonNONE
26922B519TBFGETF SER SOLUTIONS$282.0M30.2%10,509,831CommonNONE
921909768VXUSVANGUARD STAR FDS$31.0M3.32%526,292CommonNONE
92204A405VFHVANGUARD WORLD FD$19.2M2.05%162,570CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$14.2M1.52%180,692CommonNONE
92204A306VDEVANGUARD WORLD FD$13.7M1.46%112,880CommonNONE
92204A504VHTVANGUARD WORLD FD$13.4M1.44%52,970CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$13.2M1.42%157,380CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.1M1.19%146,895CommonNONE
03831W108APPAPPLOVIN CORP$10.4M1.11%32,167CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$9.6M1.02%98,929CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.9M0.95%38,237CommonNONE
78464A359CWBSPDR SER TR$8.6M0.92%110,572CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$8.6M0.92%211,213CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.3M0.88%47,231CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$8.1M0.87%336,130CommonNONE
78468R622JNKSPDR SER TR$8.0M0.86%84,291CommonNONE
464288281EMBISHARES TR$7.9M0.85%88,853CommonNONE
922908736VUGVANGUARD INDEX FDS$7.9M0.84%19,137CommonNONE
464287606IJKISHARES TR$6.6M0.71%73,115CommonNONE
922908512VOEVANGUARD INDEX FDS$6.3M0.67%38,867CommonNONE
464287655IWMISHARES TR$6.3M0.67%28,315CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.7M0.61%117,368CommonNONE
146869102CVNACARVANA CO$5.6M0.60%27,480CommonNONE
46429B689EFAVISHARES TR$4.9M0.52%68,609CommonNONE
464287804IJRISHARES TR$4.8M0.51%41,693CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$4.7M0.51%96,905CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3.9M0.42%52,172CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M0.40%27,860CommonNONE
46436E825IBTJISHARES TR$3.7M0.40%173,726CommonNONE
46436E148IBTOISHARES TR$3.7M0.39%154,556CommonNONE
013091103ACIALBERTSONS COS INC$3.6M0.38%181,890CommonNONE
03076C106AMPAMERIPRISE FINL INC$3.6M0.38%6,705CommonNONE
466313103JBLJABIL INC$3.6M0.38%24,730CommonNONE
90353W103UIUBIQUITI INC$3.6M0.38%10,710CommonNONE
910047109UALUNITED AIRLS HLDGS INC$3.4M0.37%35,355CommonNONE
256163106DOCUDOCUSIGN INC$3.3M0.36%37,145CommonNONE
380237107GDDYGODADDY INC$3.1M0.33%15,765CommonNONE
464287507IJHISHARES TR$3.0M0.32%48,337CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.9M0.32%13,715CommonNONE
92840M102VSTVISTRA CORP$2.9M0.31%20,930CommonNONE
92537N108VRTVERTIV HOLDINGS CO$2.6M0.28%23,290CommonNONE
303250104FICOFAIR ISAAC CORP$2.6M0.28%1,320CommonNONE
00827B106AFRMAFFIRM HLDGS INC$2.5M0.27%41,575CommonNONE
922908769VTIVANGUARD INDEX FDS$2.5M0.27%8,706CommonNONE
143658300CCL1EURCARNIVAL CORP$2.5M0.27%99,700CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.4M0.25%40,949CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$2.2M0.24%13,543CommonNONE
74624M102PPURE STORAGE INC$2.2M0.23%35,515CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$2.2M0.23%9,430CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.1M0.23%19,595CommonNONE
87612G101TRGPTARGA RES CORP$2.1M0.23%11,852CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$2.1M0.23%25,290CommonNONE
464287689IWVISHARES TR$2.0M0.22%6,115CommonNONE
526107107LIILENNOX INTL INC$2.0M0.22%3,345CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$2.0M0.22%960CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.0M0.21%8,890CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$2.0M0.21%19,830CommonNONE
58155Q103MCKMCKESSON CORP$1.9M0.21%3,385CommonNONE
668771108GENGEN DIGITAL INC$1.9M0.20%69,690CommonNONE
30303M102METAMETA PLATFORMS INC$1.9M0.20%3,195CommonNONE
690742101OCOWENS CORNING NEW$1.7M0.18%10,065CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.7M0.18%14,550CommonNONE
983793100XPOXPO INC$1.6M0.18%12,575CommonNONE
745867101PHMPULTE GROUP INC$1.6M0.17%14,690CommonNONE
46436E130IBDYISHARES TR$1.6M0.17%62,206CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.5M0.16%19,931CommonNONE
921910816MGKVANGUARD WORLD FD$1.5M0.16%4,255CommonNONE
46436E205IBDUISHARES TR$1.4M0.15%61,359CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.3M0.14%3,800CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.14%2,200CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.2M0.13%15,057CommonNONE
464287614IWFISHARES TR$1.2M0.13%2,986CommonNONE
464288679SHVISHARES TR$1.1M0.12%10,416CommonNONE
464287432TLTISHARES TR$1.1M0.11%12,120CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$1.0M0.11%13,520CommonNONE
922908744VTVVANGUARD INDEX FDS$913,7120.10%5,397CommonNONE
922908751VBVANGUARD INDEX FDS$752,0760.08%3,130CommonNONE
922908595VBKVANGUARD INDEX FDS$669,3430.07%2,390CommonNONE
74348A467NOBLPROSHARES TR$656,0350.07%6,590CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$637,7830.07%49,098CommonNONE
464288513HYGISHARES TR$570,6840.06%7,256CommonNONE
464287481IWPISHARES TR$534,8850.06%4,220CommonNONE
921937819BIVVANGUARD BD INDEX FDS$524,9780.06%7,025CommonNONE
46432F396MTUMISHARES TR$496,6080.05%2,400CommonNONE
922908553VNQVANGUARD INDEX FDS$472,1240.05%5,300CommonNONE
320866106FMBHFIRST MID ILL BANCSHARES INC$419,1960.04%11,385CommonNONE
464288588MBBISHARES TR$403,3920.04%4,400CommonNONE
921937835BNDVANGUARD BD INDEX FDS$344,4490.04%4,790CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$336,7280.04%6,865CommonNONE
46435U549EAGGISHARES TR$293,7330.03%6,325CommonNONE
464289875AOMISHARES TR$267,3730.03%6,155CommonNONE
67092P607NUSCNUSHARES ETF TR$262,3910.03%6,265CommonNONE
921910733ESGVVANGUARD WORLD FD$253,8340.03%2,420CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$243,4990.03%1,770CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$226,9990.02%2,650CommonNONE
67092P201NULGNUSHARES ETF TR$224,9010.02%2,620CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$202,8260.02%2,600CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$93,1000.01%70,000CommonNONE
35953D104FUBOGBPFUBOTV INC$12,6000.00%10,000CommonNONE
023111206AMARIN CORP PLC$7,2750.00%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.