Strategic Family Wealth Counselors, L.L.C. Purchases in Q3 2024

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.7K
+ 10.81%
$77.02 - $85.06 $1.21M - $1.33M
161K $13.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 11.11%
$517.38 - $573.86 $925K - $1.03M
17.9K $10.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.16K
+ 9.13%
$162.83 - $179.16 $678K - $746K
49.8K $8.91M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9.91K
+ 10.83%
$71.86 - $78.56 $712K - $778K
101K $7.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.83K
+ 6.8%
$117.9 - $128.2 $570K - $619K
75.9K $9.73M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.04K
+ 5.47%
$125.95 - $142.04 $383K - $432K
58.6K $8.32M
HDV
Ishares Core High Dividend ETF

ETFs
7.51K
+ 25.45%
$107.62 - $118.76 $809K - $892K
37K $4.36M
FVD
First Tr Value Line Divid Inde

ETFs
7.7K
+ 5.2%
$40.45 - $45.49 $311K - $350K
156K $7.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.49K
+ 3.16%
$46.9 - $51.96 $257K - $285K
179K $9.23M
VUG
Vanguard Growth ETF

ETFs
2.23K
+ 36.77%
$341.08 - $391.94 $760K - $873K
8.28K $3.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.68K
+ 2.42%
$75.47 - $83.18 $202K - $223K
113K $9.41M
AAPL
Apple Inc.

Technology
418
+ 1.56%
$207.23 - $234.82 $86.6K - $98.2K
27.3K $6.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.74K
+ 11.74%
$53.41 - $57.9 $413K - $448K
73.6K $4.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.6K
New
$19.2 - $19.63 $626K - $640K
32.6K $637K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
915
+ 24.52%
$475.2 - $527.7 $435K - $483K
4.65K $2.45M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.5K
New
$19.2 - $19.82 $529K - $546K
27.5K $543K
CGGO
Capital Group Global Growth Eq

ETFs
13.7K
+ 139.37%
$27.25 - $30.52 $374K - $419K
23.6K $710K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
580
+ 0.69%
$59.93 - $66.52 $34.8K - $38.6K
85K $5.65M
UPST
Upstart Holdings, Inc.

Financial Services
7.99K
New
$22.9 - $44.11 $183K - $353K
7.99K $319K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.64K
+ 4.84%
$55.15 - $59.31 $145K - $156K
57.1K $3.38M
UBER
Uber Technologies, Inc

Technology
90
+ 0.07%
$58.48 - $77.47 $5.26K - $6.97K
124K $9.35M
JPM
Jpmorgan Chase & CO

Financial Services
1.24K
+ 34.44%
$194.9 - $224.8 $242K - $279K
4.84K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
286
+ 2.1%
$332.02 - $382.76 $95K - $109K
13.9K $5.23M
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.07%
$237.84 - $263.83 $1.9K - $2.11K
10.7K $2.82M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
11K
+ 25.26%
$17.71 - $18.5 $195K - $204K
54.7K $1.01M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.7K
+ 18.09%
$20.47 - $20.71 $220K - $222K
70.1K $1.45M
PEG
Public Service Enterprise Group Inc

Utilities
2.49K
New
$73.58 - $89.21 $183K - $222K
2.49K $221K
AXP
American Express CO

Financial Services
804
New
$225.92 - $271.17 $182K - $218K
804 $218K
SOXX
Ishares Semiconductor ETF

ETFs
939
New
$199.29 - $265.49 $187K - $249K
939 $216K
FDVV
Fidelity High Dividend ETF

ETFs
4.15K
New
$46.26 - $50.65 $192K - $210K
4.15K $210K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.18K
+ 7.92%
$79.92 - $88.19 $94.6K - $104K
16.1K $1.42M
ITW
Illinois Tool Works Inc

Industrials
772
New
$233.14 - $263.97 $180K - $204K
772 $202K
GOOGL
Alphabet Inc.

Communication Services
1.22K
New
$148.65 - $191.18 $182K - $234K
1.22K $202K
DFS
Discover Financial Services

Financial Services
1.43K
New
$123.41 - $144.72 $177K - $207K
1.43K $201K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.18K
+ 4.3%
$50.25 - $50.74 $160K - $161K
77.1K $3.91M
PFE
Pfizer Inc

Healthcare
368
+ 0.21%
$27.7 - $31.39 $10.2K - $11.6K
176K $5.08M
GBIL
Goldman Sachs Access Treasury

ETFs
1.78K
+ 77.16%
$99.7 - $100.3 $177K - $178K
4.08K $409K
TWLO
Twilio Inc

Communication Services
6
+ 0.03%
$56.03 - $65.23 $336 - $391
21K $1.37M
CGCP
Capital Group Core Plus Income

ETFs
3.42K
+ 3.35%
$22.12 - $23.31 $75.5K - $79.6K
105K $2.44M
VNLA
Janus Henderson Short Duration

ETFs
2.72K
+ 4.46%
$48.34 - $49.08 $131K - $133K
63.7K $3.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.46K
+ 30.91%
$84.77 - $97.13 $124K - $142K
6.18K $591K
VT
Vanguard Total World Stk Index

ETFs
438
+ 3.21%
$107.72 - $119.96 $47.2K - $52.5K
14.1K $1.68M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4
+ 0.01%
$36.98 - $41.55 $148 - $166
45.3K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
476
+ 29.53%
$173.36 - $189.8 $82.5K - $90.3K
2.09K $396K
VGT
Vanguard Information Technolog

ETFs
142
+ 4.55%
$514.43 - $606.85 $73K - $86.2K
3.26K $1.91M
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 14.5%
$38.89 - $45.0 $61K - $70.6K
12.4K $556K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 16.79%
$54.98 - $59.51 $78.3K - $84.7K
9.91K $589K
V
Visa Inc.

Financial Services
56
+ 0.78%
$253.74 - $291.56 $14.2K - $16.3K
7.25K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
31
+ 2.79%
$488.01 - $604.18 $15.1K - $18.7K
1.14K $667K
Activity Summary
Buys All Purchases 90 New Holdings 10 Increased Positions 80 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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