HoldingsChannel.com
All Stocks Held By Strategic Family Wealth Counselors L.L.C.
As of  12/31/2023, we find all stocks held by Strategic Family Wealth Counselors L.L.C. to be as follows, presented in the table below with each row detailing each Strategic Family Wealth Counselors L.L.C. position, ordered by largest to smallest position size. The all-stocks-held-by-Strategic Family Wealth Counselors L.L.C. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Strategic Family Wealth Counselors L.L.C. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ROBLOX CORP 500,677 UNCH $22,891
     RBLX500,677UNCH$22,891
SCHWAB STRATEGIC TR 133,534 -7,328 $10,166
     SCHD133,534-7,328$10,166
SCHWAB STRATEGIC TR 117,585 +5,035 $9,755
     SCHG117,585+5,035$9,755
SCHWAB STRATEGIC TR 146,333 +682 $8,253
     SCHX146,333+682$8,253
SPDR S&P 500 ETF TR (SPY) 16,521 +41 $7,853
     SPY16,521+41$7,853
UBER TECHNOLOGIES INC 124,048 UNCH $7,638
     UBER124,048UNCH$7,638
SCHWAB STRATEGIC TR 100,402 +2,565 $7,562
     SCHM100,402+2,565$7,562
VANGUARD WHITEHALL FDS (VYM) 67,524 -1,044 $7,538
     VYM67,524-1,044$7,538
CAPITAL GROUP GROWTH ETF (CGGR) 262,556 +14,520 $7,412
     CGGR262,556+14,520$7,412
SCHWAB STRATEGIC TR 153,485 -1,903 $7,251
     SCHA153,485-1,903$7,251
SPDR SER TR (SDY) 53,495 +3,196 $6,685
     SDY53,495+3,196$6,685
ARK ETF TR (ARKK) 124,917 -11,313 $6,542
     ARKK124,917-11,313$6,542
APPLE INC 33,900 +14 $6,527
     AAPL33,900+14$6,527
INVESCO EXCHANGE TRADED FD T (RSP) 40,992 +1,400 $6,469
     RSP40,992+1,400$6,469
FIRST TR VALUE LINE DIVID IN (FVD) 143,841 -4,943 $5,834
     FVD143,841-4,943$5,834
INVESCO EXCH TRADED FD TR II (SPLV) 92,586 +824 $5,801
     SPLV92,586+824$5,801
WISDOMTREE TR 87,102 +2,379 $5,782
     DLN87,102+2,379$5,782
PFIZER INC 175,511 +10 $5,053
     PFE175,511+10$5,053
SCHWAB STRATEGIC TR 84,382 -6,751 $4,698
     SCHB84,382-6,751$4,698
VANGUARD INDEX FDS (VTV) 30,065 +4,385 $4,495
     VTV30,065+4,385$4,495
INVESCO EXCH TRD SLF IDX FD 197,293 -1,147 $4,120
     BSCO197,293-1,147$4,120
ISHARES TR (IWF) 13,287 +80 $4,028
     IWF13,287+80$4,028
ISHARES TR (AOR) 70,969 +20,956 $3,775
     AOR70,969+20,956$3,775
J P MORGAN EXCHANGE TRADED F (JPST) 64,222 +4,178 $3,226
     JPST64,222+4,178$3,226
INVESCO QQQ TR 7,358 +1,085 $3,013
     QQQ7,358+1,085$3,013
ISHARES TR (HDV) 27,292 +1,070 $2,783
     HDV27,292+1,070$2,783
MICROSOFT CORP 7,355 +296 $2,766
     MSFT7,355+296$2,766
JANUS DETROIT STR TR 55,737 -346 $2,693
     VNLA55,737-346$2,693
PACER FDS TR 46,717 +46,717 $2,429
     COWZ46,717+46,717$2,429
VANGUARD INDEX FDS (VO) 9,630 +138 $2,240
     VO9,630+138$2,240
VANGUARD INDEX FDS (VB) 10,063 +535 $2,147
     VB10,063+535$2,147
ISHARES TR (USMV) 25,611 -897 $1,998
     USMV25,611-897$1,998
CAPITAL GRP FIXED INCM ETF T (CGCP) 84,018 +84,018 $1,907
     CGCP84,018+84,018$1,907
ISHARES TR (ACWI) 18,596 +9,150 $1,893
     ACWI18,596+9,150$1,893
VISA INC 7,197 UNCH $1,874
     V7,197UNCH$1,874
SCHWAB STRATEGIC TR 45,268 +23 $1,673
     SCHF45,268+23$1,673
TWILIO INC 20,984 -13 $1,592
     TWLO20,984-13$1,592
PNC FINL SVCS GROUP INC 10,158 +2 $1,573
     PNC10,158+2$1,573
GOLDMAN SACHS ETF TR (GSLC) 16,571 +13 $1,554
     GSLC16,571+13$1,554
MARATHON PETE CORP 10,379 UNCH $1,540
     MPC10,379UNCH$1,540
VANGUARD INDEX FDS (VUG) 4,847 +1,107 $1,507
     VUG4,847+1,107$1,507
SPDR SER TR (SHM) 28,889 UNCH $1,381
     SHM28,889UNCH$1,381
SCHWAB STRATEGIC TR 38,206 +23,580 $1,333
     SCHC38,206+23,580$1,333
COLUMBIA ETF TR I (DIAL) 72,995 +55,345 $1,318
     DIAL72,995+55,345$1,318
VANGUARD WORLD FDS (VGT) 2,588 +801 $1,253
     VGT2,588+801$1,253
ISHARES TR (IWR) 14,954 UNCH $1,162
     IWR14,954UNCH$1,162
VANGUARD INTL EQUITY INDEX F (VT) 11,048 -1,840 $1,137
     VT11,048-1,840$1,137
INVESCO EXCH TRD SLF IDX FD 48,222 +363 $986
     BSCP48,222+363$986
ISHARES TR (IWS) 7,850 UNCH $913
     IWS7,850UNCH$913
EXCHANGE TRADED CONCEPTS TR (BITQ) 77,692 UNCH $900
     BITQ77,692UNCH$900
ISHARES TR (MUB) 7,789 +2,300 $844
     MUB7,789+2,300$844
AMAZON COM INC 5,134 +355 $780
     AMZN5,134+355$780
ISHARES TR (IWV) 2,674 UNCH $732
     IWV2,674UNCH$732
WISDOMTREE TR 15,039 +1,770 $687
     DON15,039+1,770$687
VANGUARD INDEX FDS (VOO) 1,567 +526 $684
     VOO1,567+526$684
DISNEY WALT CO 7,396 +76 $668
     DIS7,396+76$668
SSGA ACTIVE ETF TR (TOTL) 15,490 -3,844 $623
     TOTL15,490-3,844$623
JPMORGAN CHASE & CO 3,546 +11 $603
     JPM3,546+11$603
UNITEDHEALTH GROUP INC 1,100 -1 $579
     UNH1,100-1$579
UNION PAC CORP 2,343 UNCH $575
     UNP2,343UNCH$575
FIRST TR EXCHANGE TRADED FD (RDVY) 10,573 +1,555 $546
     RDVY10,573+1,555$546
VERIZON COMMUNICATIONS INC 13,134 -332 $495
     VZ13,134-332$495
META PLATFORMS INC 1,375 UNCH $487
     META1,375UNCH$487
ETF SER SOLUTIONS (FIVG) 13,509 +40 $484
     FIVG13,509+40$484
JOHNSON & JOHNSON 2,944 +5 $462
     JNJ2,944+5$462
ABBVIE INC 2,844 UNCH $441
     ABBV2,844UNCH$441
RELIANCE STEEL & ALUMINUM CO 1,578 +5 $441
     RS1,578+5$441
EXXON MOBIL CORP 4,339 UNCH $434
     XOM4,339UNCH$434
VANGUARD MUN BD FDS (VTEB) 8,158 +8,158 $416
     VTEB8,158+8,158$416
ISHARES TR (DVY) 3,248 +142 $381
     DVY3,248+142$381
WISDOMTREE TR 8,973 +2 $377
     IHDG8,973+2$377
COLGATE PALMOLIVE CO 4,689 UNCH $374
     CL4,689UNCH$374
COSTCO WHSL CORP NEW 564 UNCH $372
     COST564UNCH$372
TESLA INC 1,445 -200 $359
     TSLA1,445-200$359
SELECT SECTOR SPDR TR (XLF) 9,534 +233 $358
     XLF9,534+233$358
SELECT SECTOR SPDR TR (XLY) 2,000 UNCH $358
     XLY2,000UNCH$358
AT&T INC 21,256 -399 $357
     T21,256-399$357
ISHARES TR (IVE) 1,941 +32 $338
     IVE1,941+32$338
SOUTHERN CO 4,717 +18 $331
     SO4,717+18$331
UPSTART HLDGS INC 7,992 UNCH $327
     UPST7,992UNCH$327
SPDR DOW JONES INDL AVERAGE (DIA) 861 +72 $324
     DIA861+72$324
BOEING CO 1,236 +1 $322
     BA1,236+1$322
ISHARES TR (IVV) 669 +4 $320
     IVV669+4$320
SPDR INDEX SHS FDS (RWO) 7,184 +7,184 $314
     RWO7,184+7,184$314
WISDOMTREE TR 4,348 +1 $306
     DGRW4,348+1$306
AMGEN INC 1,050 UNCH $302
     AMGN1,050UNCH$302
TARGET CORP 2,064 UNCH $294
     TGT2,064UNCH$294
J P MORGAN EXCHANGE TRADED F (JEPI) 5,235 +5,235 $288
     JEPI5,235+5,235$288
HERSHEY CO 1,527 UNCH $285
     HSY1,527UNCH$285
VALLEY NATL BANCORP 25,948 +795 $282
     VLY25,948+795$282
REAVES UTIL INCOME FD 10,340 -3,713 $276
     UTG10,340-3,713$276
TEXAS INSTRS INC 1,560 UNCH $266
     TXN1,560UNCH$266
ISHARES TR (AOA) 3,831 UNCH $265
     AOA3,831UNCH$265
PROCTER AND GAMBLE CO 1,785 UNCH $262
     PG1,785UNCH$262
VANGUARD INDEX FDS (VXF) 1,582 +8 $260
     VXF1,582+8$260
GOLDMAN SACHS ETF TR (GSIE) 7,861 +37 $257
     GSIE7,861+37$257
MARATHON OIL CORP 10,326 UNCH $249
     MRO10,326UNCH$249
SCHWAB STRATEGIC TR 3,551 +3,551 $249
     SCHV3,551+3,551$249
CAPITAL GROUP DIVIDEND VALUE 8,316 UNCH $248
     CGDV8,316UNCH$248
INVESCO EXCHANGE TRADED FD T (PWB) 3,197 UNCH $248
     PWB3,197UNCH$248
WARBY PARKER INC 17,306 UNCH $244
     WRBY17,306UNCH$244
PAYCHEX INC 2,012 UNCH $240
     PAYX2,012UNCH$240
VIATRIS INC 21,480 UNCH $233
     VTRS21,480UNCH$233
SCHWAB STRATEGIC TR 11,182 +11,182 $232
     SCHH11,182+11,182$232
MERCK & CO INC 2,119 UNCH $231
     MRK2,119UNCH$231
ISHARES TR (IWD) 1,383 +17 $229
     IWD1,383+17$229
US BANCORP DEL 5,137 +5,137 $222
     USB5,137+5,137$222
TAIWAN SEMICONDUCTOR MFG LTD 2,100 +2,100 $218
     TSM2,100+2,100$218
PEPSICO INC 1,253 +3 $213
     PEP1,253+3$213
CISCO SYS INC 4,191 UNCH $212
     CSCO4,191UNCH$212
VANGUARD INDEX FDS (VBK) 853 +853 $206
     VBK853+853$206
SELECT SECTOR SPDR TR (XLE) 2,461 +247 $206
     XLE2,461+247$206
ILLINOIS TOOL WKS INC 764 +764 $200
     ITW764+764$200
SIRIUS XM HOLDINGS INC 18,482 UNCH $101
     SIRI18,482UNCH$101
YEXT INC 14,311 UNCH $84
     YEXT14,311UNCH$84
SEELOS THERAPEUTICS INC 30,010 -120,290 $42
     SEEL30,010-120,290$42
CLOVER HEALTH INVESTMENTS CO 12,263 +0 $12
     CLOV12,263UNCH$12
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCN0-472,780$0
BLACKSTONE MTG TR INC $0 (exited)
     BXMT0-11,139$0
ISHARES TR $0 (exited)
     IJT0-2,168$0
PARAMOUNT GROUP INC 0 -92,681 $0 (exited)
     PGRE0-92,681$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.

EntityShares/Amount
Change
Position Value
Change
COWZ +46,717+$2,429
CGCP +84,018+$1,907
VTEB +8,158+$416
RWO +7,184+$314
JEPI +5,235+$288
SCHV +3,551+$249
SCHH +11,182+$232
USB +5,137+$222
TSM +2,100+$218
VBK +853+$206
EntityShares/Amount
Change
Position Value
Change
BSCN -472,780-$10,037
PGRE -92,681-$428
BXMT -11,139-$242
IJT -2,168-$238
EntityShares/Amount
Change
Position Value
Change
DIAL +55,345+$1,021
SCHC +23,580+$861
AOR +20,956+$1,304
CGGR +14,520+$1,335
ACWI +9,150+$1,020
SCHG +5,035+$1,570
VTV +4,385+$953
JPST +4,178+$213
SDY +3,196+$900
SCHM +2,565+$940
EntityShares/Amount
Change
Position Value
Change
SEEL -120,290+$14
ARKK -11,313+$1,138
SCHD -7,328+$199
SCHB -6,751+$155
FVD -4,943+$271
TOTL -3,844-$124
UTG -3,713-$70
SCHA -1,903+$815
VT -1,840-$64
Size ($ in 1000's)
At 12/31/2023: $238,574
At 09/30/2023: $208,071

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

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