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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 RBLX, SCHG, SCHD, UBER, SCHX, and represent 23.85% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: NVDA, COWZ, SCHA, FIXD, VOO, SCHM, RSP, SCHG, CGCP, SCHD.
Started 6 new stock positions in BXMT, FIXD, BAC, IVW, VIG, NVDA.
Reduced shares in these 10 stocks: DIAL, AAPL, ACWI, AOR, SCHC, VTEB, QQQ, SO, BA, SPY.
Sold out of its positions in BA, DIAL, SO, VTEB, VBK.
Strategic Family Wealth Counselors was a net buyer of stock by $3.6M.
Strategic Family Wealth Counselors has $253M in assets under management (AUM), dropping by 6.09%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 118 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roblox Corp Cl A (RBLX)	7.6	$19M		501k	38.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.5	$11M	+3%	122k	92.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.4	$11M	+3%	138k	80.63	View chart
Uber Technologies (UBER)	3.8	$9.6M		124k	76.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$9.2M		148k	62.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.4	$8.6M	+5%	106k	81.43	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.4	$8.5M		267k	31.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$8.4M	-3%	16k	523.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$8.3M		69k	120.99	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$8.1M	+7%	165k	49.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.9	$7.4M	+6%	44k	169.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.8	$7.2M		55k	131.24	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.6	$6.5M	+3%	90k	72.19	View chart
Ark Etf Tr Innovation Etf (ARKK)	2.5	$6.3M		125k	50.08	View chart
First Tr Value Line Divid In SHS (FVD)	2.5	$6.2M	+2%	147k	42.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.4	$6.1M		92k	65.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$5.2M		85k	61.05	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$5.0M	+2%	31k	162.86	View chart
Pfizer (PFE)	1.9	$4.9M		176k	27.75	View chart
Apple (AAPL)	1.8	$4.6M	-20%	27k	171.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$4.6M		14k	337.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	1.7	$4.4M	+5%	208k	20.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$3.5M	+30%	61k	58.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.4	$3.4M	+6%	68k	50.45	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$3.1M	+2%	28k	110.21	View chart
Microsoft Corporation (MSFT)	1.2	$3.1M		7.3k	420.75	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.2	$3.0M	+9%	61k	48.50	View chart
Ishares Tr Grwt Allocat Etf (AOR)	1.2	$2.9M	-25%	53k	55.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.9M	-12%	6.4k	444.03	View chart
NVIDIA Corporation (NVDA)	1.1	$2.7M	NEW	3.0k	903.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.5M	+2%	9.8k	249.86	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$2.3M	+22%	103k	22.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.3M		10k	228.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$2.1M		26k	83.58	View chart
Marathon Petroleum Corp (MPC)	0.8	$2.1M		10k	201.50	View chart
Visa Com Cl A (V)	0.8	$2.0M		7.2k	279.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.0M	+17%	5.7k	344.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.8M		45k	39.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$1.7M		17k	103.79	View chart
PNC Financial Services (PNC)	0.6	$1.6M		10k	161.61	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.5	$1.4M		29k	47.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.4M	+11%	12k	110.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.3M	-2%	2.5k	524.24	View chart
Twilio Cl A (TWLO)	0.5	$1.3M		21k	61.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.3M		15k	84.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.2M	+65%	2.6k	480.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$1.2M	+25%	61k	20.43	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.4	$1.0M		78k	13.16	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$998k	-51%	9.1k	110.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$984k		7.9k	125.33	View chart
Walt Disney Company (DIS)	0.4	$973k	+7%	8.0k	122.35	View chart
Amazon (AMZN)	0.4	$969k	+4%	5.4k	180.38	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$802k		2.7k	300.08	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$714k	-14%	6.6k	107.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$712k		3.6k	200.30	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$680k	+9%	17k	40.05	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$676k	-7%	14k	48.77	View chart
Meta Platforms Cl A (META)	0.3	$675k		1.4k	485.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$617k	-54%	17k	35.80	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$617k	+3%	11k	56.17	View chart
Union Pacific Corporation (UNP)	0.2	$576k		2.3k	245.93	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$550k	NEW	13k	43.60	View chart
UnitedHealth (UNH)	0.2	$549k		1.1k	494.85	View chart
Abbvie (ABBV)	0.2	$532k	+2%	2.9k	182.10	View chart
Reliance Steel & Aluminum (RS)	0.2	$529k		1.6k	334.08	View chart
Verizon Communications (VZ)	0.2	$521k	-5%	12k	41.96	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$497k	+78%	18k	26.96	View chart
Johnson & Johnson (JNJ)	0.2	$436k	-6%	2.8k	158.17	View chart
Colgate-Palmolive Company (CL)	0.2	$422k		4.7k	90.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$413k	-18%	3.6k	116.24	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$412k		9.0k	45.94	View chart
Costco Wholesale Corporation (COST)	0.2	$412k		562.00	732.99	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.2	$406k	-23%	10k	39.08	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$403k		9.6k	42.12	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$368k		2.0k	183.89	View chart
Target Corporation (TGT)	0.1	$366k		2.1k	177.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$366k	+20%	6.3k	57.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$363k		1.9k	186.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$361k	+2%	688.00	525.35	View chart
At&t (T)	0.1	$348k	-6%	20k	17.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$343k	+3%	4.5k	76.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$343k		862.00	397.69	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$336k	+9%	7.8k	42.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$316k	-20%	2.6k	123.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$306k	+7%	2.3k	136.05	View chart
Amgen (AMGN)	0.1	$299k		1.1k	284.32	View chart
Hershey Company (HSY)	0.1	$297k		1.5k	194.55	View chart
Marathon Oil Corporation (MRO)	0.1	$293k		10k	28.34	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$286k	NEW	14k	19.91	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$286k		3.2k	89.29	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$281k		3.8k	73.46	View chart
Merck & Co (MRK)	0.1	$280k		2.1k	131.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$278k		1.6k	175.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$272k	+9%	1.5k	179.08	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$272k		7.9k	34.29	View chart
Texas Instruments Incorporated (TXN)	0.1	$272k		1.6k	174.21	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$270k		8.3k	32.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$270k		3.6k	75.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$264k	NEW	3.1k	84.44	View chart
Viatris (VTRS)	0.1	$257k		22k	11.94	View chart
Tesla Motors (TSLA)	0.1	$255k		1.4k	175.79	View chart
Paychex (PAYX)	0.1	$247k		2.0k	122.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$247k	NEW	1.4k	182.61	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$243k	+4%	2.6k	94.40	View chart
Warby Parker Cl A Com (WRBY)	0.1	$236k		17k	13.61	View chart
Us Bancorp Del Com New (USB)	0.1	$230k		5.1k	44.70	View chart
Pepsi (PEP)	0.1	$220k		1.3k	175.08	View chart
Cisco Systems (CSCO)	0.1	$220k	+4%	4.4k	49.91	View chart
Upstart Hldgs (UPST)	0.1	$215k		8.0k	26.89	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$209k	-7%	10k	20.30	View chart
Procter & Gamble Company (PG)	0.1	$209k	-28%	1.3k	162.25	View chart
Bank of America Corporation (BAC)	0.1	$207k	NEW	5.5k	37.92	View chart
Valley National Ban (VLY)	0.1	$207k		26k	7.96	View chart
Illinois Tool Works (ITW)	0.1	$205k		764.00	268.33	View chart
Yext (YEXT)	0.0	$86k		14k	6.03	View chart
Sirius Xm Holdings (SIRI)	0.0	$72k		19k	3.88	View chart
Seelos Therapeutics Com New	0.0	$18k		30k	0.59	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$9.7k		12k	0.79	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 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
Strategic Family Wealth Counselors 2020 Q3 filed Oct. 26, 2020
Strategic Family Wealth Counselors 2020 Q2 filed July 13, 2020

View all past filings

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