Financial Council Asset Management Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    towson, MD
  • CIK
    0001883629
  • Alternate names
    Financial Council, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

91

$194.05M
CGGO, CGGR, AAPL, IUSG
13F-HR
Feb 6, 2025
000108514625000849

91

$191.96M
CGGO, CGGR, AAPL, IUSG
13F-HR
Nov 12, 2024
000188362924000008

81

$178.81M
CGGO, CGGR, IUSG, AAPL
13F-HR
Aug 12, 2024
000188362924000006

83

$169.09M
CGGO, CGGR, IUSG, SPYV
13F-HR
May 6, 2024
000188362924000004

76

$149.11M
CGGO, CGGR, IUSG, AAPL
13F-HR
Jan 29, 2024
000188362924000002

66

$125.70M
CGGO, CGGR, IUSG, AAPL
13F-HR
Oct 31, 2023
000188362923000005

70

$131.01M
CGGO, CGGR, IUSG, AAPL
13F-HR
Jul 17, 2023
000188362923000004

69

$122.63M
CGGO, CGGR, IUSG, AAPL
13F-HR
May 17, 2023
000188362923000003

72

$159.67M
CGGO, SUB, IUSB, CGGR
13F-HR
Jan 27, 2023
000188362923000002

56

$86.61M
IUSG, IUSV, CGGO, KRE
13F-HR
Oct 13, 2022
000188362922000005

42

$80.14M
IUSG, IUSV, CGGO, KRE
13F-HR
Aug 2, 2022
000188362922000004

42

$82.59M
IUSG, IUSV, KRE, AAPL
13F-HR
May 2, 2022
000188362922000003

47

$83.70M
IUSG, IUSV, KRE, AAPL
RESTATEMENT
Jan 24, 2022
000188362922000002

42

$70.86M
IUSG, IUSV, AAPL, KRE
13F-HR
Nov 10, 2021
000188362921000002