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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, BSCN, SCHD, SCHG, PFE, and represent 26.85% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: CGGR, VTV, SPY, IWS, V, VYM, SCHF, SCHD, PGRE, BSCO.
Started 9 new stock positions in CSCO, PWB, CGDV, IWS, VXF, BA, PGRE, META, COST.
Reduced shares in these 10 stocks: AOR, ACWI, IJT, IWP, VUG, SCHH, GSLC, ULST, GTO, SCHV.
Sold out of its positions in IWP, IBB, ULST, SCHV, SCHH, XLE, VEA.
Strategic Family Wealth Counselors was a net seller of stock by $-6.4M.
Strategic Family Wealth Counselors has $211M in assets under management (AUM), dropping by 4.67%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 106 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roblox Corp Cl A (RBLX)	10.7	$23M		501k	44.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	4.7	$10M		472k	21.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$9.8M	+6%	133k	73.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.5	$7.3M	-5%	112k	65.17	View chart
Pfizer (PFE)	3.4	$7.2M		176k	40.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.3	$7.1M	+3%	146k	48.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$7.0M	+10%	67k	105.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$6.5M	+16%	16k	409.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.1	$6.5M		96k	67.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.0	$6.4M	-5%	152k	41.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.9	$6.0M		49k	123.71	View chart
Ark Etf Tr Innovation Etf (ARKK)	2.8	$6.0M	-3%	149k	40.34	View chart
First Tr Value Line Divid In SHS (FVD)	2.8	$5.9M	+6%	148k	40.16	View chart
Apple (AAPL)	2.8	$5.8M		35k	164.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.7	$5.6M		90k	62.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$5.5M	+6%	38k	144.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.6	$5.5M	+50%	244k	22.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.4	$5.2M	-3%	84k	61.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$4.3M	-3%	91k	47.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	1.9	$4.1M	+11%	197k	20.59	View chart
Uber Technologies (UBER)	1.9	$3.9M		124k	31.70	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$3.4M	+46%	25k	138.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.5	$3.2M	-6%	63k	50.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$3.1M		13k	244.34	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.4	$2.9M	-2%	60k	47.75	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$2.6M		26k	101.66	View chart
Ishares Tr Grwt Allocat Etf (AOR)	1.2	$2.5M	-58%	50k	50.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.0M		9.6k	210.93	View chart
Microsoft Corporation (MSFT)	1.0	$2.0M		7.0k	288.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.0M	-2%	10k	189.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$1.9M	-4%	27k	72.74	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.8	$1.6M	-28%	35k	47.20	View chart
Visa Com Cl A (V)	0.8	$1.6M	+69%	7.2k	225.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.6M	+66%	46k	34.80	View chart
Marathon Petroleum Corp (MPC)	0.7	$1.4M		10k	134.83	View chart
Twilio Cl A (TWLO)	0.7	$1.4M		21k	66.63	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.7	$1.4M		29k	47.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$1.3M	-37%	17k	81.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.2M	+15%	13k	92.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.0M	+6%	15k	69.92	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$985k	-76%	11k	91.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$957k	+29%	47k	20.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$850k	NEW	8.0k	106.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$831k	-63%	3.3k	249.41	View chart
PNC Financial Services (PNC)	0.4	$773k		6.1k	127.11	View chart
Walt Disney Company (DIS)	0.4	$745k	-2%	7.4k	100.13	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$719k	+34%	18k	41.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$630k		2.7k	235.41	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$613k		5.7k	107.74	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$607k	+110%	1.6k	385.57	View chart
Amazon (AMZN)	0.3	$585k	+15%	5.7k	103.29	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$527k		13k	40.98	View chart
UnitedHealth (UNH)	0.2	$521k		1.1k	472.74	View chart
Union Pacific Corporation (UNP)	0.2	$472k		2.3k	201.26	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$464k	-37%	14k	33.71	View chart
Verizon Communications (VZ)	0.2	$462k	-2%	12k	38.89	View chart
Exchange Traded Concepts Tr Bitwise Crypto (BITQ)	0.2	$456k		78k	5.87	View chart
Abbvie (ABBV)	0.2	$453k		2.8k	159.37	View chart
Johnson & Johnson (JNJ)	0.2	$453k		2.9k	154.98	View chart
Paramount Group Inc reit (PGRE)	0.2	$422k	NEW	92k	4.56	View chart
Reliance Steel & Aluminum (RS)	0.2	$401k		1.6k	256.68	View chart
Tesla Motors (TSLA)	0.2	$390k	+13%	1.9k	207.46	View chart
Hershey Company (HSY)	0.2	$389k		1.5k	254.47	View chart
JPMorgan Chase & Co. (JPM)	0.2	$381k		2.9k	130.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$376k		1.0k	376.07	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.2	$373k	+5%	11k	32.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$367k		3.3k	109.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$363k		3.1k	117.17	View chart
Colgate-Palmolive Company (CL)	0.2	$352k		4.7k	75.15	View chart
Target Corporation (TGT)	0.2	$343k		2.1k	165.63	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$318k	+6%	7.1k	44.87	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$315k		18k	17.87	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$299k		2.0k	149.54	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$292k		3.1k	92.82	View chart
Meta Platforms Cl A (META)	0.1	$291k	NEW	1.4k	211.94	View chart
Texas Instruments Incorporated (TXN)	0.1	$291k		1.6k	186.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$288k		9.0k	32.15	View chart
At&t (T)	0.1	$286k		15k	19.25	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$286k		7.2k	39.42	View chart
Costco Wholesale Corporation (COST)	0.1	$280k	NEW	564.00	496.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$276k	-58%	1.8k	151.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$273k		664.00	411.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$271k		4.3k	62.34	View chart
Procter & Gamble Company (PG)	0.1	$265k	+28%	1.8k	148.69	View chart
Boeing Company (BA)	0.1	$262k	NEW	1.2k	212.37	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$255k	+12%	766.00	332.76	View chart
Amgen (AMGN)	0.1	$253k		1.0k	241.75	View chart
Marathon Oil Corporation (MRO)	0.1	$247k		10k	23.96	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$244k		3.8k	63.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$238k	-89%	2.2k	109.94	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$236k		7.7k	30.81	View chart
Merck & Co (MRK)	0.1	$236k		2.2k	106.39	View chart
Valley National Ban (VLY)	0.1	$232k		25k	9.24	View chart
Paychex (PAYX)	0.1	$231k		2.0k	114.59	View chart
Pepsi (PEP)	0.1	$227k		1.2k	182.25	View chart
Cisco Systems (CSCO)	0.1	$219k	NEW	4.2k	52.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$215k	NEW	1.5k	140.17	View chart
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB)	0.1	$208k	NEW	3.2k	64.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$207k	NEW	8.3k	24.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$207k		1.4k	152.30	View chart
Viatris (VTRS)	0.1	$207k		22k	9.62	View chart
Warby Parker Cl A Com (WRBY)	0.1	$183k		17k	10.59	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$182k	+3%	10k	17.85	View chart
Apricus Biosciences (SEEL)	0.0	$77k	+9%	112k	0.69	View chart
Sirius Xm Holdings (SIRI)	0.0	$73k		19k	3.97	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$10k		12k	0.85	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 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
Strategic Family Wealth Counselors 2020 Q1 filed April 16, 2020
Strategic Family Wealth Counselors 2019 Q4 filed Jan. 17, 2020
Strategic Family Wealth Counselors 2019 Q3 filed Oct. 17, 2019
Strategic Family Wealth Counselors 2019 Q2 filed July 17, 2019

View all past filings

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