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Strategic Family Wealth Counselors

Latest statistics and disclosures from Strategic Family Wealth Counselors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, SCHG, RBLX, SPY, SCHX, and represent 20.41% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: SCHD, SPY, HDV, VUG, CGCB, DLN, VCRB, RSP, BSCQ, VYM.
Started 10 new stock positions in UPST, AXP, GOOGL, FDVV, PEG, ITW, BSCR, DFS, SOXX, BSCQ.
Reduced shares in these 10 stocks: RBLX (-$11M), PNC, ARKK, SCHX, CGGR, SPLV, IVE, FIXD, META, SIRI.
Sold out of its position in SIRI.
Strategic Family Wealth Counselors was a net buyer of stock by $4.2M.
Strategic Family Wealth Counselors has $286M in assets under management (AUM), dropping by 8.69%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 133 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.8	$14M	+10%	161k	84.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.5	$13M		125k	104.18	View chart
Roblox Corp Cl A (RBLX)	4.0	$12M	-47%	261k	44.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.6	$10M	+11%	18k	573.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.5	$9.9M		146k	67.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$9.7M	+6%	76k	128.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.3	$9.4M	+2%	113k	83.09	View chart
Uber Technologies (UBER)	3.3	$9.3M		124k	75.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.2	$9.3M		266k	34.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$9.2M	+3%	179k	51.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.1	$8.9M	+9%	50k	179.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.9	$8.3M	+5%	59k	142.04	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.8	$8.0M	+10%	101k	78.56	View chart
First Tr Value Line Divid In SHS (FVD)	2.5	$7.1M	+5%	156k	45.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.2	$6.4M	-2%	89k	71.73	View chart
Apple (AAPL)	2.2	$6.4M		27k	233.00	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$6.1M	+7%	35k	174.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$5.7M		85k	66.52	View chart
Ark Etf Tr Innovation Etf (ARKK)	2.0	$5.6M	-3%	118k	47.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$5.2M	+2%	14k	375.37	View chart
Pfizer (PFE)	1.8	$5.1M		176k	28.94	View chart
Ishares Tr Core High Dv Etf (HDV)	1.5	$4.4M	+25%	37k	117.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$4.3M	+11%	74k	57.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	1.5	$4.2M		201k	21.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.4	$3.9M	+4%	77k	50.74	View chart
NVIDIA Corporation (NVDA)	1.3	$3.8M	+3%	31k	121.44	View chart
Ishares Tr Grwt Allocat Etf (AOR)	1.2	$3.4M	+4%	57k	59.24	View chart
Microsoft Corporation (MSFT)	1.2	$3.3M		7.7k	430.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.2M		6.6k	488.06	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$3.2M	+36%	8.3k	383.94	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.1	$3.1M	+4%	64k	49.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.8M		11k	263.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.5M	+24%	4.6k	527.62	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$2.4M	+3%	105k	23.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$2.4M		10k	237.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$2.2M	-2%	24k	91.31	View chart
Visa Com Cl A (V)	0.7	$2.0M		7.3k	274.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.9M	+4%	3.3k	586.51	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$1.9M		17k	112.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.9M		45k	41.12	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.6	$1.7M	+81%	22k	79.19	View chart
Marathon Petroleum Corp (MPC)	0.6	$1.7M		10k	162.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.7M	+3%	14k	119.70	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$1.5M	+132%	54k	26.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$1.4M	+18%	70k	20.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.4M	+7%	16k	88.14	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.5	$1.4M		29k	48.14	View chart
Twilio Cl A (TWLO)	0.5	$1.4M		21k	65.22	View chart
PNC Financial Services (PNC)	0.4	$1.2M	-36%	6.4k	184.86	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$1.1M		9.0k	119.55	View chart
Amazon (AMZN)	0.4	$1.1M	+5%	5.8k	186.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$1.0M		7.9k	132.25	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.4	$1.0M		78k	13.33	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M	+34%	4.8k	210.86	View chart
Tidal Etf Tr Sp Dwjns Sukuk (SPSK)	0.4	$1.0M	+25%	55k	18.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$874k		2.7k	326.73	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$851k		26k	32.81	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$842k	-2%	20k	41.40	View chart
Walt Disney Company (DIS)	0.3	$763k		7.9k	96.19	View chart
Reliance Steel & Aluminum (RS)	0.3	$754k		2.6k	289.25	View chart
Meta Platforms Cl A (META)	0.3	$741k	-8%	1.3k	572.47	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$730k	+25%	26k	27.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$711k	+139%	24k	30.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$709k		14k	51.13	View chart
UnitedHealth (UNH)	0.2	$667k	+2%	1.1k	584.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$650k		11k	59.21	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$642k	-2%	17k	38.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$638k	NEW	33k	19.56	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$596k		5.5k	108.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$592k	+30%	6.2k	95.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$590k	+16%	9.9k	59.51	View chart
Union Pacific Corporation (UNP)	0.2	$580k		2.4k	246.48	View chart
Abbvie (ABBV)	0.2	$568k		2.9k	197.48	View chart
Verizon Communications (VZ)	0.2	$557k	+14%	12k	44.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$543k	NEW	28k	19.72	View chart
Costco Wholesale Corporation (COST)	0.2	$512k	+3%	578.00	886.59	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$510k	-12%	11k	45.24	View chart
Johnson & Johnson (JNJ)	0.2	$494k	+3%	3.0k	162.06	View chart
Colgate-Palmolive Company (CL)	0.2	$490k		4.7k	103.82	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$471k		11k	43.38	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$457k		18k	25.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$437k	+9%	758.00	576.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$435k		9.6k	45.32	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$429k	+4%	9.4k	45.70	View chart
Exxon Mobil Corporation (XOM)	0.1	$415k	+3%	3.5k	117.22	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$409k	+77%	4.1k	100.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$401k		2.0k	200.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$399k	+2%	2.3k	173.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$396k	+29%	2.1k	189.79	View chart
At&t (T)	0.1	$378k		17k	22.00	View chart
SYSCO Corporation (SYY)	0.1	$369k		4.7k	78.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$366k		864.00	423.23	View chart
Amgen (AMGN)	0.1	$344k		1.1k	322.21	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$333k		18k	19.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$332k		2.5k	135.05	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$331k	-7%	7.0k	47.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$329k	+2%	1.6k	206.57	View chart
Target Corporation (TGT)	0.1	$324k		2.1k	155.86	View chart
Upstart Hldgs (UPST)	0.1	$320k	NEW	8.0k	40.01	View chart
Tesla Motors (TSLA)	0.1	$319k	-6%	1.2k	261.63	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$316k		3.2k	98.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$304k		3.7k	83.22	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$303k		8.3k	36.44	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$302k		3.8k	78.91	View chart
Hershey Company (HSY)	0.1	$294k		1.5k	191.83	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$292k		8.1k	36.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$285k		3.6k	80.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$284k		1.6k	181.97	View chart
Warby Parker Cl A Com (WRBY)	0.1	$283k		17k	16.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$280k	-26%	1.4k	197.17	View chart
Marathon Oil Corporation (MRO)	0.1	$276k		10k	26.63	View chart
Paychex (PAYX)	0.1	$271k		2.0k	134.19	View chart
Merck & Co (MRK)	0.1	$267k	+11%	2.4k	113.57	View chart
Cisco Systems (CSCO)	0.1	$250k	+6%	4.7k	53.22	View chart
Viatris (VTRS)	0.1	$250k		22k	11.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$239k		10k	23.17	View chart
Us Bancorp Del Com New (USB)	0.1	$238k		5.2k	45.73	View chart
Valley National Ban (VLY)	0.1	$237k		26k	9.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$232k	+22%	1.4k	167.23	View chart
Procter & Gamble Company (PG)	0.1	$231k	+3%	1.3k	173.20	View chart
Public Service Enterprise (PEG)	0.1	$222k	NEW	2.5k	89.22	View chart
Pepsi (PEP)	0.1	$221k	+3%	1.3k	170.00	View chart
American Express Company (AXP)	0.1	$218k	NEW	804.00	271.20	View chart
Bank of America Corporation (BAC)	0.1	$218k		5.5k	39.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$218k		1.1k	198.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$217k	NEW	939.00	230.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$212k	-6%	2.4k	87.79	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$210k	NEW	4.1k	50.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$203k	NEW	1.2k	165.81	View chart
Illinois Tool Works (ITW)	0.1	$202k	NEW	772.00	262.07	View chart
Discover Financial Services (DFS)	0.1	$201k	NEW	1.4k	140.29	View chart
Yext (YEXT)	0.0	$99k		14k	6.92	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$35k		12k	2.82	View chart

Past Filings by Strategic Family Wealth Counselors

SEC 13F filings are viewable for Strategic Family Wealth Counselors going back to 2018

Strategic Family Wealth Counselors 2024 Q3 filed Nov. 1, 2024
Strategic Family Wealth Counselors 2024 Q2 filed Aug. 14, 2024
Strategic Family Wealth Counselors 2024 Q1 filed May 14, 2024
Strategic Family Wealth Counselors 2023 Q4 filed Jan. 29, 2024
Strategic Family Wealth Counselors 2023 Q3 filed Nov. 13, 2023
Strategic Family Wealth Counselors 2023 Q2 filed Aug. 10, 2023
Strategic Family Wealth Counselors 2023 Q1 filed May 16, 2023
Strategic Family Wealth Counselors 2022 Q4 filed Jan. 26, 2023
Strategic Family Wealth Counselors 2022 Q3 filed Nov. 14, 2022
Strategic Family Wealth Counselors 2022 Q2 filed Aug. 11, 2022
Strategic Family Wealth Counselors 2022 Q1 filed May 4, 2022
Strategic Family Wealth Counselors 2021 Q4 filed Feb. 8, 2022
Strategic Family Wealth Counselors 2021 Q3 filed Nov. 9, 2021
Strategic Family Wealth Counselors 2021 Q2 filed July 29, 2021
Strategic Family Wealth Counselors 2021 Q1 filed May 10, 2021
Strategic Family Wealth Counselors 2020 Q4 filed Feb. 16, 2021

View all past filings

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