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
AOR
Ishares Tr Core Growth Allocat

ETFs
112
+ 0.13%
$56.63 - $59.39 $6.34K - $6.65K
89.4K $5.15M
RDVY
First Trust Rising Dividend Ac

ETFs
542
+ 4.89%
$57.22 - $63.39 $31K - $34.4K
11.6K $680K
XLE
Energy Sector Spdr

ETFs
49
+ 1.98%
$85.7 - $93.96 $4.2K - $4.6K
2.52K $235K
CSCO
Cisco Systems, Inc.

Technology
203
+ 4.61%
$58.74 - $64.87 $11.9K - $13.2K
4.61K $284K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.14%
$890.62 - $1076.86 $891 - $1.08K
708 $669K
UNP
Union Pacific Corp

Industrials
1
+ 0.04%
$225.21 - $254.42 $225 - $254
2.37K $560K
SCHV
Schwab Strategic Tr Us Large C

ETFs
368
+ 2.21%
$25.77 - $27.6 $9.48K - $10.2K
17K $451K
CL
Colgate Palmolive CO

Consumer Defensive
18
+ 0.38%
$85.68 - $97.5 $1.54K - $1.76K
4.73K $443K
XLF
Financial Sector Spdr

ETFs
17
+ 0.2%
$47.32 - $52.19 $804 - $887
8.34K $415K
NEE
Nextera Energy Inc

Utilities
185
+ 6.56%
$66.96 - $76.16 $12.4K - $14.1K
3.01K $213K
VOD
Vodafone Group Public LTD CO

Communication Services
96
+ 0.89%
$8.05 - $9.86 $773 - $947
10.9K $101K
DVY
Ishares Tr

ETFs
3
+ 0.12%
$128.58 - $138.1 $386 - $414
2.47K $331K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.29%
$182.82 - $196.21 $1.1K - $1.18K
2.1K $395K
AXP
American Express CO

Financial Services
139
+ 11.81%
$255.39 - $325.87 $35.5K - $45.3K
1.32K $354K
HSY
Hershey CO

Consumer Defensive
2
+ 0.13%
$144.74 - $186.36 $289 - $373
1.54K $262K
C
Citigroup Inc

Financial Services
25
+ 0.84%
$67.23 - $84.63 $1.68K - $2.12K
2.99K $211K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
10
+ 0.12%
N/A
8.1K $255K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
12
+ 0.11%
N/A
11.4K $462K
FDVV
Fidelity High Dividend ETF

ETFs
35
+ 0.84%
$48.86 - $52.28 $1.71K - $1.83K
4.22K $209K
Ishares Bitcoin Trust ETF
550
+ 1.68%
N/A
33.2K $0
Capital Grp Fixed Incm ETF T
40.9K
+ 34.2%
N/A
161K $0
Vanguard Malvern Fds
82
+ 0.34%
N/A
24.2K $0
Vanguard Malvern Fds
18.9K
+ 48.88%
N/A
57.5K $0
ACWI
Ishares Msci Acwi ETF

ETFs
129
+ 0.91%
$115.16 - $124.13 $14.9K - $16K
14.3K $1.66M
SYY
Sysco Corp

Consumer Defensive
59
+ 1.17%
$70.0 - $77.13 $4.13K - $4.55K
5.1K $383K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.03%
$78.0 - $84.37 $78 - $84.4
3.7K $295K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.23%
$408.78 - $448.82 $818 - $898
867 $364K
BAC
Bank Of America Corp

Financial Services
236
+ 2.93%
$39.61 - $47.74 $9.35K - $11.3K
8.28K $345K
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.07%
$115.08 - $123.97 $1.27K - $1.36K
14.8K $1.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
366
+ 2.22%
$82.81 - $92.93 $30.3K - $34K
16.9K $1.44M
USB
Us Bancorp \De\

Financial Services
10
+ 0.17%
$40.92 - $50.9 $409 - $509
6.03K $254K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
28
+ 0.1%
$48.02 - $53.02 $1.34K - $1.48K
27K $1.34M
DIS
Walt Disney CO

Communication Services
589
+ 7.45%
$96.87 - $114.0 $57.1K - $67.1K
8.5K $838K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 3.73%
$165.25 - $224.62 $14.2K - $19.3K
2.39K $396K
TGT
Target Corp

Consumer Defensive
59
+ 2.34%
$103.65 - $142.5 $6.12K - $8.41K
2.58K $269K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4
+ 0.02%
$108.02 - $120.45 $432 - $482
16.7K $1.83M
VB
Vanguard Small Cap ETF

ETFs
369
+ 3.42%
$217.89 - $252.64 $80.4K - $93.2K
11.2K $2.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
663
+ 3.61%
$551.42 - $612.93 $366K - $406K
19K $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
257
+ 3.44%
$190.26 - $242.06 $48.9K - $62.2K
7.74K $1.47M
VGT
Vanguard Information Technolog

ETFs
67
+ 1.95%
$542.38 - $646.34 $36.3K - $43.3K
3.5K $1.9M
VUG
Vanguard Growth ETF

ETFs
110
+ 1.3%
$369.1 - $427.61 $40.6K - $47K
8.57K $3.18M
MSFT
Microsoft Corp

Technology
229
+ 2.66%
$375.39 - $447.2 $86K - $102K
8.83K $3.31M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
1.7K
+ 2.19%
$12.14 - $19.82 $20.6K - $33.7K
79.4K $963K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.31K
+ 0.95%
$25.58 - $29.24 $84.7K - $96.8K
353K $9.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
155
+ 0.04%
$21.75 - $24.28 $3.37K - $3.76K
434K $9.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
143
+ 0.99%
$360.07 - $417.26 $51.5K - $59.7K
14.6K $5.26M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.32K
+ 1.97%
$33.98 - $39.84 $181K - $212K
275K $9.42M
AAPL
Apple Inc.

Technology
542
+ 1.82%
$209.68 - $247.1 $114K - $134K
30.4K $6.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.38K
+ 0.38%
$23.16 - $27.04 $32.1K - $37.4K
369K $8.65M
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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