Strategic Family Wealth Counselors, L.L.C. Purchases in Q4 2024

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RBLX
Roblox Corp

Communication Services
40
+ 0.02%
$39.86 - $61.45 $1.59K - $2.46K
261K $15.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
32.2K
+ 56.3%
$57.32 - $59.66 $1.84M - $1.92M
89.3K $5.12M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24.7K
New
$60.13 - $67.31 $1.48M - $1.66M
24.7K $1.5M
AAPL
Apple Inc.

Technology
2.6K
+ 9.53%
$221.69 - $259.02 $576K - $673K
29.9K $7.48M
NVDA
Nvidia Corp

Technology
5.31K
+ 17.12%
$117.0 - $148.88 $621K - $790K
36.3K $4.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
375K
+ 301.1%
$25.93 - $105.3 $9.73M - $39.5M
500K $13.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.63K
+ 133.74%
$213.65 - $479.86 $348K - $782K
2.85K $1.15M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.07K
New
$134.53 - $150.65 $817K - $915K
6.07K $822K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.69K
+ 1.39%
$34.49 - $39.24 $127K - $145K
270K $10M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.1K
+ 94.47%
$50.53 - $55.55 $662K - $728K
27K $1.38M
ACWI
Ishares Msci Acwi ETF

ETFs
5.12K
+ 56.71%
$117.05 - $123.03 $599K - $630K
14.1K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 29.95%
$180.88 - $232.93 $312K - $402K
7.48K $1.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
488
+ 3.5%
$370.24 - $418.94 $181K - $204K
14.4K $5.79M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.2K
+ 15.28%
$56.06 - $61.35 $630K - $690K
84.9K $4.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
499
+ 2.79%
$567.81 - $607.81 $283K - $303K
18.4K $10.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 13.47%
$50.37 - $50.6 $523K - $525K
87.5K $4.41M
VTV
Vanguard Value ETF

ETFs
3.4K
+ 9.78%
$168.32 - $181.87 $572K - $618K
38.2K $6.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
590
+ 12.7%
$521.84 - $558.82 $308K - $330K
5.24K $2.82M
COP
Conocophillips

Energy
3.6K
New
$95.12 - $114.72 $343K - $413K
3.6K $357K
GOOG
Alphabet Inc.

Communication Services
1.68K
+ 120.88%
$163.08 - $198.16 $274K - $333K
3.07K $584K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.09K
+ 4.06%
$126.68 - $134.74 $391K - $416K
79K $10.1M
META
Meta Platforms, Inc.

Communication Services
522
+ 40.34%
$554.08 - $632.68 $289K - $330K
1.82K $1.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.23K
+ 5.15%
$77.23 - $82.11 $404K - $429K
107K $8.29M
MSFT
Microsoft Corp

Technology
920
+ 11.98%
$406.35 - $454.46 $374K - $418K
8.6K $3.62M
CGGO
Capital Group Global Growth Eq

ETFs
11.5K
+ 48.96%
$29.21 - $30.67 $337K - $354K
35.1K $1.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.89K
+ 5.8%
$174.22 - $187.62 $503K - $542K
52.6K $9.22M
V
Visa Inc.

Financial Services
30
+ 0.41%
$273.87 - $320.91 $8.22K - $9.63K
7.28K $2.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
11K
+ 65.83%
$33.93 - $38.37 $372K - $421K
27.6K $948K
AVGO
Broadcom Inc.

Technology
1.29K
New
$159.67 - $250.0 $205K - $321K
1.29K $297K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
237K
+ 209.1%
$27.54 - $83.04 $6.52M - $19.7M
350K $9.7M
VUG
Vanguard Growth ETF

ETFs
172
+ 2.08%
$378.79 - $428.11 $65.2K - $73.6K
8.46K $3.47M
SCHA
Schwab Strategic Tr Us Small C

ETFs
189K
+ 105.23%
$25.33 - $51.16 $4.78M - $9.65M
368K $9.51M
JPM
Jpmorgan Chase & CO

Financial Services
529
+ 10.92%
$205.18 - $250.29 $109K - $132K
5.37K $1.29M
VGT
Vanguard Information Technolog

ETFs
167
+ 5.12%
$571.78 - $647.97 $95.5K - $108K
3.43K $2.13M
GOOGL
Alphabet Inc.

Communication Services
998
+ 81.67%
$161.86 - $196.66 $162K - $196K
2.22K $420K
FNDF
Schwab Fundamental Intl Large

ETFs
6.54K
New
$32.92 - $37.15 $215K - $243K
6.54K $217K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.82K
New
$74.5 - $78.37 $210K - $221K
2.82K $210K
LLY
Eli Lilly & CO

Healthcare
271
New
$727.2 - $932.06 $197K - $253K
271 $209K
C
Citigroup Inc

Financial Services
2.96K
New
$61.31 - $72.5 $181K - $215K
2.96K $208K
MA
Mastercard Inc

Financial Services
389
New
$491.3 - $536.15 $191K - $209K
389 $204K
CVX
Chevron Corp

Energy
1.41K
New
$141.15 - $162.53 $199K - $229K
1.41K $204K
VB
Vanguard Small Cap ETF

ETFs
722
+ 7.16%
$233.76 - $261.58 $169K - $189K
10.8K $2.6M
NEE
Nextera Energy Inc

Utilities
2.82K
New
$69.77 - $85.43 $197K - $241K
2.82K $202K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
352
New
$563.99 - $620.12 $199K - $218K
352 $200K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
172K
+ 202.0%
$22.01 - $66.82 $3.78M - $11.5M
257K $5.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.38%
$481.22 - $538.17 $12K - $13.5K
6.59K $3.37M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 367.98%
$25.79 - $80.4 $337K - $1.05M
16.6K $433K
IVE
Ishares S&P 500 Value ETF

ETFs
771
+ 54.26%
$189.5 - $206.17 $146K - $159K
2.19K $418K
SCHX
Schwab Strategic Tr Us Large C

ETFs
288K
+ 196.76%
$22.4 - $68.28 $6.44M - $19.6M
434K $10.1M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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