Strategic Family Wealth Counselors, L.L.C. Purchases in Q1 2025

Strategic Family Wealth Counselors, L.L.C.

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
1.31K
+ 1.05%
$63.17 - $81.49 $82.5K - $106K
126K $9.19M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
29.7K
New
$47.33 - $47.92 $1.41M - $1.42M
29.7K $1.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
HYMU
Blackrock ETF Tr Ii High Yield
26.5K
New
$22.43 - $23.19 $594K - $615K
26.5K $608K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.06K
+ 1.91%
$27.01 - $28.54 $245K - $259K
482K $13.5M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.51K
+ 91.35%
$266.61 - $302.66 $403K - $457K
3.16K $913K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
216
+ 0.24%
$68.32 - $75.06 $14.8K - $16.2K
89.4K $6.68M
VNLA
Janus Henderson Short Duration

ETFs
8.53K
+ 14.93%
$48.89 - $49.21 $417K - $420K
65.7K $3.23M
VTV
Vanguard Value ETF

ETFs
1.54K
+ 4.04%
$167.73 - $179.21 $258K - $276K
39.7K $6.86M
HDV
Ishares Core High Dividend ETF

ETFs
380
+ 1.11%
$110.86 - $121.12 $42.1K - $46K
34.7K $4.21M
FNDF
Schwab Fundamental Intl Large

ETFs
8.42K
+ 128.73%
$32.9 - $37.45 $277K - $315K
15K $540K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.73K
+ 1.62%
$76.77 - $82.22 $133K - $142K
108K $8.6M
V
Visa Inc.

Financial Services
150
+ 2.06%
$306.92 - $362.71 $46K - $54.4K
7.43K $2.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.49K
+ 1.89%
$126.11 - $135.06 $188K - $201K
80.5K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
813
+ 15.53%
$507.05 - $563.67 $412K - $458K
6.05K $3.11M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.9K
New
$19.43 - $19.62 $269K - $272K
13.9K $271K
PLTR
Palantir Technologies Inc.

Technology
3.07K
New
$64.98 - $124.62 $199K - $383K
3.07K $259K
FULT
Fulton Financial Corp

Financial Services
13.9K
New
$17.24 - $21.11 $240K - $294K
13.9K $251K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.3K
+ 90.65%
$20.2 - $22.24 $229K - $252K
23.8K $512K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.7K
+ 34.85%
$19.42 - $19.54 $247K - $249K
49.2K $958K
T
At&T Inc.

Communication Services
4.76K
+ 24.38%
$21.56 - $28.28 $103K - $135K
24.3K $687K
VBK
Vanguard Small Cap Growth ETF

ETFs
912
New
$247.97 - $296.33 $226K - $270K
912 $229K
GLD
Spdr Gold Trust

ETFs
783
New
$243.19 - $288.14 $190K - $226K
783 $225K
CGGO
Capital Group Global Growth Eq

ETFs
8.27K
+ 23.54%
$28.33 - $30.84 $234K - $255K
43.4K $1.23M
FVD
First Tr Value Line Divid Inde

ETFs
1.07K
+ 0.68%
$42.61 - $45.51 $45.6K - $48.7K
158K $7.06M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
634
+ 2.64%
$87.68 - $94.52 $55.6K - $59.9K
24.6K $2.31M
VZ
Verizon Communications Inc

Communication Services
2.4K
+ 19.16%
$37.81 - $46.49 $90.7K - $112K
14.9K $676K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.21K
+ 14.47%
$20.64 - $20.73 $170K - $170K
65K $1.34M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.44K
+ 6.41%
$53.6 - $58.97 $292K - $321K
90.3K $4.94M
CGDV
Capital Group Divid Value ETF

ETFs
4.03K
+ 48.51%
$34.95 - $37.36 $141K - $151K
12.4K $440K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.02K
+ 2.31%
$50.39 - $50.66 $102K - $102K
89.5K $4.53M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.69K
+ 14.88%
$38.99 - $40.37 $105K - $109K
20.8K $837K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.32K
+ 2.51%
$169.43 - $182.84 $224K - $241K
54K $9.35M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.68%
$169.2 - $216.66 $3.89K - $4.98K
3.39K $711K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.99K
+ 21.1%
$56.17 - $59.71 $112K - $119K
11.4K $651K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
460
+ 0.6%
$18.36 - $20.51 $8.45K - $9.43K
77.6K $1.53M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.27K
+ 45.1%
$73.78 - $76.59 $93.8K - $97.3K
4.09K $313K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.43K
+ 5.18%
$33.57 - $37.22 $48.1K - $53.3K
29.1K $1.04M
JNJ
Johnson & Johnson

Healthcare
111
+ 3.17%
$142.06 - $167.7 $15.8K - $18.6K
3.61K $598K
JPM
Jpmorgan Chase & CO

Financial Services
219
+ 4.08%
$225.19 - $279.95 $49.3K - $61.3K
5.59K $1.37M
CVX
Chevron Corp

Energy
292
+ 20.69%
$146.71 - $167.97 $42.8K - $49K
1.7K $284K
CGCP
Capital Group Core Plus Income

ETFs
2.69K
+ 4.72%
$21.94 - $22.64 $59K - $60.9K
59.7K $1.34M
AMGN
Amgen Inc

Healthcare
59
+ 5.5%
$258.59 - $327.36 $15.3K - $19.3K
1.13K $352K
AVGO
Broadcom Inc.

Technology
893
+ 69.49%
$167.43 - $244.7 $150K - $219K
2.18K $364K
AVXL
Anavex Life Sciences Corp.

Healthcare
7.52K
New
$7.85 - $13.46 $59K - $101K
7.52K $64K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
1.95K
+ 3.53%
$17.57 - $18.05 $34.3K - $35.3K
57.2K $1.03M
LLY
Eli Lilly & CO

Healthcare
38
+ 14.02%
$725.72 - $929.72 $27.6K - $35.3K
309 $255K
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.87%
$461.52 - $548.18 $11.5K - $13.7K
1.36K $714K
UTG
Reaves Utility Income Fund

Financial Services
398
+ 1.43%
$31.08 - $34.42 $12.4K - $13.7K
28.3K $919K
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 1 Puts 0
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