Strategic Family Wealth Counselors, L.L.C. Portfolio Holdings

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $253 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $19.1M, Schwab Strategic Tr Us Large C with a value of $11.3M, Schwab Strategic Tr Us Dividen with a value of $11.2M, Uber Technologies, Inc with a value of $9.55M, and Schwab Strategic Tr Us Large C with a value of $9.21M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $238M to 253M.

Strategic Family Wealth Counselors, L.L.C. is based out at Fairfield, NJ

Below you can find more details about Strategic Family Wealth Counselors, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $253 Million
ETFs: $188 Million
Communication Services: $23 Million
Technology: $20.8 Million
Healthcare: $7.46 Million
Financial Services: $5.71 Million
Energy: $2.8 Million
Consumer Defensive: $1.92 Million
Consumer Cyclical: $1.22 Million
Other: $1.84 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.3B
$19.1 Million 7.56% of portfolio
500,703
Q1 2024 Added 0.01%
$0
$11.3 Million 4.48% of portfolio
122,255
Q1 2024 Added 3.97%
$0
$11.2 Million 4.41% of portfolio
138,339
Q1 2024 Added 3.6%
$144B
$9.55 Million 3.77% of portfolio
124,068
Q1 2024 Added 0.02%
$0
$9.21 Million 3.64% of portfolio
148,327
Q1 2024 Added 1.36%
$0
$8.63 Million 3.41% of portfolio
105,946
Q1 2024 Added 5.52%
$0
$8.54 Million 3.37% of portfolio
266,839
Q1 2024 Added 1.63%
$0
$8.38 Million 3.31% of portfolio
16,023
Q1 2024 Reduced 3.01%
$0
$8.33 Million 3.29% of portfolio
68,817
Q1 2024 Added 1.91%
$0
$8.14 Million 3.22% of portfolio
165,387
Q1 2024 Added 7.75%
$0
$7.38 Million 2.92% of portfolio
43,569
Q1 2024 Added 6.29%
$0
$7.15 Million 2.83% of portfolio
54,504
Q1 2024 Added 1.89%
$0
$6.48 Million 2.56% of portfolio
89,734
Q1 2024 Added 3.02%
$0
$6.28 Million 2.48% of portfolio
125,323
Q1 2024 Added 0.33%
$0
$6.22 Million 2.46% of portfolio
147,306
Q1 2024 Added 2.41%
$0
$6.08 Million 2.4% of portfolio
92,338
Q1 2024 Reduced 0.27%
$0
$5 Million 1.98% of portfolio
30,724
Q1 2024 Added 2.19%
$157B
$4.87 Million 1.92% of portfolio
175,459
Q1 2024 Reduced 0.03%
$3.38T
$4.63 Million 1.83% of portfolio
26,978
Q1 2024 Reduced 20.42%
$0
$4.56 Million 1.8% of portfolio
13,539
Q1 2024 Added 1.9%
$0
$4.37 Million 1.73% of portfolio
208,247
Q1 2024 Added 5.55%
$0
$3.55 Million 1.4% of portfolio
61,059
Q1 2024 Added 30.7%
$0
$3.44 Million 1.36% of portfolio
68,214
Q1 2024 Added 6.22%
$0
$3.08 Million 1.22% of portfolio
27,930
Q1 2024 Added 2.34%
$3.33T
$3.06 Million 1.21% of portfolio
7,276
Q1 2024 Reduced 1.07%
$0
$2.95 Million 1.17% of portfolio
60,926
Q1 2024 Added 9.31%
$0
$2.94 Million 1.16% of portfolio
52,895
Q1 2024 Reduced 25.47%
$0
$2.86 Million 1.13% of portfolio
6,437
Q1 2024 Reduced 12.52%
$308B
$2.7 Million 1.07% of portfolio
2,993
Q1 2024 New
$0
$2.45 Million 0.97% of portfolio
9,825
Q1 2024 Added 2.02%
$0
$2.32 Million 0.92% of portfolio
103,127
Q1 2024 Added 22.74%
$0
$2.31 Million 0.91% of portfolio
10,117
Q1 2024 Added 0.54%
$0
$2.14 Million 0.85% of portfolio
25,611
Q4 2023 Reduced 3.38%
$86.5B
$2.09 Million 0.83% of portfolio
10,379
Q3 2022 Added 0.07%
$429B
$2.01 Million 0.79% of portfolio
7,197
Q1 2023 Added 69.66%
$0
$1.96 Million 0.77% of portfolio
5,694
Q1 2024 Added 17.47%
$0
$1.77 Million 0.7% of portfolio
45,258
Q1 2024 Reduced 0.02%
$0
$1.72 Million 0.68% of portfolio
16,600
Q1 2024 Added 0.18%
$62.8B
$1.64 Million 0.65% of portfolio
10,159
Q1 2024 Added 0.01%
$0
$1.37 Million 0.54% of portfolio
12,361
Q1 2024 Added 11.88%
$0
$1.37 Million 0.54% of portfolio
28,889
Q4 2022 Added 4.53%
$0
$1.33 Million 0.52% of portfolio
2,531
Q1 2024 Reduced 2.2%
$9.85B
$1.28 Million 0.51% of portfolio
20,984
Q4 2023 Reduced 0.06%
$0
$1.26 Million 0.5% of portfolio
14,954
Q2 2023 Reduced 0.01%
$0
$1.25 Million 0.49% of portfolio
2,598
Q1 2024 Added 65.79%
$0
$1.24 Million 0.49% of portfolio
60,575
Q1 2024 Added 25.62%
$0
$1.02 Million 0.4% of portfolio
77,692
Q4 2022 New
$0
$998,000 0.39% of portfolio
9,066
Q1 2024 Reduced 51.25%
$0
$983,000 0.39% of portfolio
7,850
Q2 2023 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $253 Million
  • Prior Value $238 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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