Strategic Family Wealth Counselors

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

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Positions held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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

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

View all past filings