
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
500,688 | -208,959 | $14,250 |
RBLX | 500,688 | -208,959 | $14,250 |
![]() |
469,326 | +6,283 | $9,846 |
BSCN | 469,326 | +6,283 | $9,846 |
![]() |
124,954 | -257 | $9,439 |
SCHD | 124,954 | -257 | $9,439 |
![]() |
176,087 | +566 | $9,023 |
PFE | 176,087 | +566 | $9,023 |
![]() |
118,648 | +278 | $6,592 |
SCHG | 118,648 | +278 | $6,592 |
![]() |
60,237 | +158 | $6,518 |
VYM | 60,237 | +158 | $6,518 |
![]() |
160,277 | +1,573 | $6,493 |
SCHA | 160,277 | +1,573 | $6,493 |
![]() |
141,377 | -21,703 | $6,383 |
SCHX | 141,377 | -21,703 | $6,383 |
![]() |
96,479 | -7,011 | $6,330 |
SCHM | 96,479 | -7,011 | $6,330 |
![]() |
48,096 | +1,700 | $6,017 |
SDY | 48,096 | +1,700 | $6,017 |
![]() |
90,435 | +4 | $5,779 |
SPLV | 90,435 | +4 | $5,779 |
![]() |
119,145 | +72,229 | $5,619 |
AOR | 119,145 | +72,229 | $5,619 |
![]() |
139,335 | +770 | $5,561 |
FVD | 139,335 | +770 | $5,561 |
![]() |
86,771 | -1,097 | $5,375 |
DLN | 86,771 | -1,097 | $5,375 |
![]() |
13,672 | -1,923 | $5,228 |
SPY | 13,672 | -2,223 | $5,228 |
![]() |
35,587 | +5,698 | $5,027 |
RSP | 35,587 | +5,698 | $5,027 |
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153,556 | -36,706 | $4,797 |
ARKK | 153,556 | -36,706 | $4,797 |
![]() |
93,722 | +95 | $4,200 |
SCHB | 93,722 | +95 | $4,200 |
![]() |
45,061 | +28,062 | $3,825 |
ACWI | 45,061 | +28,062 | $3,825 |
![]() |
$3,682 | ||
AAPL | 31,543 | +1 | $4,098 |
Put | 3,200 | +3,200 | $416 |
![]() |
177,329 | -13,392 | $3,633 |
BSCO | 177,329 | -13,392 | $3,633 |
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67,479 | -7,852 | $3,383 |
JPST | 67,479 | -7,852 | $3,383 |
![]() |
162,120 | +162,120 | $3,233 |
CGGR | 162,120 | +162,120 | $3,233 |
![]() |
124,012 | -34 | $3,067 |
UBER | 124,012 | -34 | $3,067 |
![]() |
61,608 | -11,555 | $2,920 |
VNLA | 61,608 | -11,555 | $2,920 |
![]() |
12,833 | -7,823 | $2,749 |
IWF | 12,833 | -7,823 | $2,749 |
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25,363 | +363 | $2,644 |
HDV | 25,363 | +363 | $2,644 |
![]() |
16,963 | +3,742 | $2,381 |
VTV | 16,963 | +3,742 | $2,381 |
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48,569 | +48,569 | $2,257 |
GTO | 48,569 | +48,569 | $2,257 |
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20,708 | +20,708 | $2,238 |
IJT | 20,708 | +20,708 | $2,238 |
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26,588 | +13,089 | $2,024 |
GSLC | 26,588 | +13,089 | $2,024 |
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27,738 | +2 | $2,000 |
USMV | 27,738 | +2 | $2,000 |
![]() |
10,656 | -517 | $1,956 |
VB | 10,656 | -517 | $1,956 |
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9,154 | +6,563 | $1,951 |
VUG | 9,154 | +6,563 | $1,951 |
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9,491 | +736 | $1,934 |
VO | 9,491 | +736 | $1,934 |
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6,965 | -300 | $1,670 |
MSFT | 6,965 | -300 | $1,670 |
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17,917 | +17,917 | $1,498 |
IWP | 17,917 | +17,917 | $1,498 |
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28,889 | +1,252 | $1,357 |
SHM | 28,889 | +1,252 | $1,357 |
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10,379 | UNCH | $1,208 |
MPC | 10,379 | UNCH | $1,208 |
![]() |
20,984 | +6 | $1,027 |
TWLO | 20,984 | +6 | $1,027 |
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11,333 | -4,555 | $977 |
VT | 11,333 | -4,555 | $977 |
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6,085 | -1 | $961 |
PNC | 6,085 | -1 | $961 |
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49,833 | +49,833 | $961 |
SCHH | 49,833 | +49,833 | $961 |
![]() |
14,073 | +6,548 | $949 |
IWR | 14,073 | +6,548 | $949 |
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27,393 | +37 | $882 |
SCHF | 27,393 | +37 | $882 |
![]() |
4,242 | -1 | $881 |
V | 4,242 | -1 | $881 |
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18,843 | +18,843 | $753 |
ULST | 18,843 | +18,843 | $753 |
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36,315 | -8,971 | $731 |
BSCP | 36,315 | -8,971 | $731 |
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22,035 | +8,850 | $693 |
SCHC | 22,035 | +8,850 | $693 |
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7,608 | -49 | $661 |
DIS | 7,608 | -49 | $661 |
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4,415 | UNCH | $640 |
IVE | 4,415 | UNCH | $640 |
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5,689 | +5,689 | $600 |
MUB | 5,689 | +5,689 | $600 |
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2,674 | UNCH | $590 |
IWV | 2,674 | UNCH | $590 |
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1,101 | UNCH | $584 |
UNH | 1,101 | UNCH | $584 |
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8,360 | +992 | $552 |
SCHV | 8,360 | +992 | $552 |
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12,715 | +12,715 | $523 |
DON | 12,715 | +12,715 | $523 |
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13,044 | +138 | $522 |
TOTL | 13,044 | +138 | $522 |
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2,917 | +5 | $515 |
JNJ | 2,917 | +5 | $515 |
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2,341 | -2 | $485 |
UNP | 2,341 | -2 | $485 |
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12,178 | -428 | $480 |
VZ | 12,178 | -428 | $480 |
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2,844 | -2 | $460 |
ABBV | 2,844 | -2 | $460 |
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4,740 | +28 | $415 |
XLE | 4,740 | +28 | $415 |
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4,901 | -154 | $412 |
AMZN | 4,901 | -154 | $412 |
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2,915 | +110 | $391 |
JPM | 2,915 | +110 | $391 |
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3,079 | +37 | $371 |
DVY | 3,079 | +37 | $371 |
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4,689 | UNCH | $369 |
CL | 4,689 | UNCH | $369 |
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3,307 | +13 | $365 |
XOM | 3,307 | +13 | $365 |
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1,527 | UNCH | $354 |
HSY | 1,527 | UNCH | $354 |
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1,000 | UNCH | $351 |
VOO | 1,000 | UNCH | $351 |
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10,813 | +1,165 | $323 |
FIVG | 10,813 | +1,165 | $323 |
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1,555 | +7 | $315 |
RS | 1,555 | +7 | $315 |
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2,068 | UNCH | $308 |
TGT | 2,068 | UNCH | $308 |
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17,650 | -2,565 | $305 |
DIAL | 17,650 | -2,565 | $305 |
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8,854 | +1,524 | $303 |
XLF | 8,854 | +1,524 | $303 |
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6,670 | -23 | $293 |
RDVY | 6,670 | -23 | $293 |
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25,153 | UNCH | $284 |
VLY | 25,153 | UNCH | $284 |
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3,143 | +3,143 | $283 |
JNK | 3,143 | +3,143 | $283 |
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10,347 | UNCH | $280 |
MRO | 10,347 | UNCH | $280 |
![]() |
15,141 | -515 | $279 |
T | 15,141 | -515 | $279 |
![]() |
1,045 | UNCH | $274 |
AMGN | 1,045 | UNCH | $274 |
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77,692 | +77,692 | $263 |
BITQ | 77,692 | +77,692 | $263 |
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4,344 | +2 | $262 |
DGRW | 4,344 | +2 | $262 |
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7,245 | +52 | $258 |
IHDG | 7,245 | +52 | $258 |
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1,562 | -11 | $258 |
TXN | 1,562 | -11 | $258 |
![]() |
2,000 | UNCH | $258 |
XLY | 2,000 | UNCH | $258 |
![]() |
662 | +4 | $255 |
IVV | 662 | +4 | $255 |
![]() |
2,219 | +2,219 | $246 |
MRK | 2,219 | +2,219 | $246 |
![]() |
21,480 | +86 | $239 |
VTRS | 21,480 | +86 | $239 |
![]() |
747 | +747 | $238 |
VGT | 747 | +747 | $238 |
![]() |
2,019 | +10 | $233 |
PAYX | 2,019 | +10 | $233 |
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17,306 | UNCH | $233 |
WRBY | 17,306 | UNCH | $233 |
![]() |
3,831 | UNCH | $229 |
AOA | 3,831 | UNCH | $229 |
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1,736 | UNCH | $228 |
IBB | 1,736 | UNCH | $228 |
![]() |
680 | +680 | $225 |
DIA | 680 | +680 | $225 |
![]() |
1,242 | +3 | $224 |
PEP | 1,242 | +3 | $224 |
![]() |
7,627 | +7,627 | $219 |
GSIE | 7,627 | +7,627 | $219 |
![]() |
1,388 | +1,388 | $210 |
PG | 1,388 | +1,388 | $210 |
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9,870 | +9,870 | $209 |
BXMT | 9,870 | +9,870 | $209 |
![]() |
4,928 | +4,928 | $207 |
VEA | 4,928 | +4,928 | $207 |
![]() |
1,353 | +1,353 | $205 |
IWD | 1,353 | +1,353 | $205 |
![]() |
$204 | ||
TSLA | 1,558 | -17 | $192 |
Call | 100 | +100 | $12 |
![]() |
18,482 | UNCH | $108 |
SIRI | 18,482 | UNCH | $108 |
![]() |
102,000 | +102,000 | $69 |
SEEL | 102,000 | +102,000 | $69 |
![]() |
12,263 | +0 | $11 |
CLOV | 12,263 | UNCH | $11 |
![]() |
$0 (exited) | ||
BSCM | 0 | -745,461 | $0 |
![]() |
$0 (exited) | ||
FBND | 0 | -20,285 | $0 |
![]() |
$0 (exited) | ||
FIXD | 0 | -13,055 | $0 |
![]() |
$0 (exited) | ||
HYG | 0 | -3,867 | $0 |
![]() |
$0 (exited) | ||
IJS | 0 | -3,169 | $0 |
![]() |
0 | -6,237 | $0 (exited) |
VNQ | 0 | -6,237 | $0 |
See Summary: Strategic Family Wealth Counselors L.L.C. Top Holdings
See Details: Top 10 Stocks Held By Strategic Family Wealth Counselors L.L.C.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CGGR | +162,120 | +$3,233 |
GTO | +48,569 | +$2,257 |
IJT | +20,708 | +$2,238 |
IWP | +17,917 | +$1,498 |
SCHH | +49,833 | +$961 |
ULST | +18,843 | +$753 |
MUB | +5,689 | +$600 |
DON | +12,715 | +$523 |
JNK | +3,143 | +$283 |
BITQ | +77,692 | +$263 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSCM | -745,461 | -$15,789 |
FBND | -20,285 | -$901 |
FIXD | -13,055 | -$568 |
VNQ | -6,237 | -$500 |
HYG | -3,867 | -$276 |
IJS | -3,169 | -$261 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AOR | +72,229 | +$3,518 |
ACWI | +28,062 | +$2,502 |
GSLC | +13,089 | +$1,065 |
SCHC | +8,850 | +$327 |
VUG | +6,563 | +$1,397 |
IWR | +6,548 | +$481 |
BSCN | +6,283 | +$182 |
RSP | +5,698 | +$1,223 |
VTV | +3,742 | +$748 |
SDY | +1,700 | +$844 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
RBLX | -208,959 | -$11,184 |
ARKK | -36,706 | -$2,382 |
SCHX | -21,703 | -$523 |
BSCO | -13,392 | -$256 |
VNLA | -11,555 | -$628 |
BSCP | -8,971 | -$172 |
JPST | -7,852 | -$396 |
IWF | -7,823 | -$1,597 |
SCHM | -7,011 | +$66 |
![]() At 12/31/2022: $201,712 At 09/30/2022: $203,766 Strategic Family Wealth Counselors L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Family Wealth Counselors L.L.C. 13F filings. Link to 13F filings: SEC filings |