Strategic Family Wealth Counselors, L.L.C. Purchases in Q2 2025

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
50
+ 0.29%
$23.55 - $27.67 $1.18K - $1.38K
17K $471K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.12%
$376.48 - $440.65 $376 - $441
868 $382K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
185
+ 0.32%
$17.83 - $18.22 $3.3K - $3.37K
57.4K $1.05M
IHDG
Wisdomtree Tr

ETFs
9
+ 0.1%
$38.54 - $46.0 $347 - $414
8.96K $403K
FDVV
Fidelity High Dividend ETF

ETFs
37
+ 0.88%
$43.6 - $52.02 $1.61K - $1.92K
4.26K $221K
DVY
Ishares Tr

ETFs
104
+ 4.21%
$118.37 - $134.86 $12.3K - $14K
2.57K $341K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
238
+ 1.14%
$39.34 - $40.41 $9.36K - $9.62K
21K $843K
AVXL
Anavex Life Sciences Corp.

Healthcare
27
+ 0.36%
$7.37 - $9.63 $199 - $260
7.55K $69K
TGT
Target Corp

Consumer Defensive
177
+ 6.86%
$88.76 - $105.77 $15.7K - $18.7K
2.76K $272K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
14
+ 0.12%
N/A
11.4K $463K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
12
+ 0.15%
N/A
8.11K $255K
Vanguard Malvern Fds
2.88K
+ 11.93%
N/A
27.1K $0
Capital Grp Fixed Incm ETF T
11.4K
+ 7.08%
N/A
172K $0
CGMS
Capital Grp Core Plus Income E
27.2K
+ 17.43%
N/A
183K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
215
+ 0.9%
$18.94 - $21.67 $4.07K - $4.66K
24K $508K
NEE
Nextera Energy Inc

Utilities
3
+ 0.1%
$64.11 - $75.0 $192 - $225
3.01K $208K
XLE
Energy Sector Spdr

ETFs
198
+ 7.86%
$76.44 - $94.13 $15.1K - $18.6K
2.72K $230K
XOM
Exxon Mobil Corp

Energy
222
+ 8.51%
$99.93 - $119.04 $22.2K - $26.4K
2.83K $305K
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.02%
$102.31 - $105.8 $102 - $106
5.53K $577K
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.3%
$87.57 - $96.0 $1.23K - $1.34K
4.75K $431K
AMGN
Amgen Inc

Healthcare
76
+ 6.72%
$262.28 - $309.85 $19.9K - $23.5K
1.21K $337K
JNJ
Johnson & Johnson

Healthcare
159
+ 4.41%
$146.36 - $159.82 $23.3K - $25.4K
3.77K $575K
UNH
Unitedhealth Group Inc

Healthcare
605
+ 44.35%
$274.35 - $599.47 $166K - $363K
1.97K $614K
PFE
Pfizer Inc

Healthcare
334
+ 0.19%
$21.59 - $24.84 $7.21K - $8.3K
176K $4.26M
AAPL
Apple Inc.

Technology
643
+ 2.12%
$172.42 - $223.89 $111K - $144K
31K $6.37M
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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