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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6
+ 0.04%
$101.72 - $112.94 $610 - $678
16.6K $1.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
77
+ 1.19%
$434.77 - $502.96 $33.5K - $38.7K
6.57K $3.2M
ABBV
Abb Vie Inc.

Healthcare
33
+ 1.16%
$163.84 - $199.33 $5.41K - $6.58K
2.88K $568K
NVDA
Nvidia Corp

Technology
1.15K
+ 3.83%
$98.91 - $134.91 $113K - $154K
31K $3.76M
JNJ
Johnson & Johnson

Healthcare
111
+ 3.78%
$145.48 - $167.38 $16.1K - $18.6K
3.05K $493K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10
+ 0.07%
$46.17 - $51.13 $462 - $511
13.9K $709K
IVV
Ishares Core S&P 500 ETF

ETFs
67
+ 9.7%
$520.18 - $576.82 $34.9K - $38.6K
758 $437K
VLY
Valley National Bancorp

Financial Services
193
+ 0.74%
$6.58 - $9.34 $1.27K - $1.8K
26.1K $236K
UNP
Union Pacific Corp

Industrials
11
+ 0.47%
$221.78 - $256.09 $2.44K - $2.82K
2.35K $579K
XLF
Financial Sector Spdr

ETFs
20
+ 0.21%
$40.84 - $45.74 $817 - $915
9.61K $435K
DVY
Ishares Tr

ETFs
9
+ 0.37%
$119.99 - $135.74 $1.08K - $1.22K
2.46K $332K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 3.03%
$801.83 - $917.05 $13.6K - $15.6K
578 $512K
USB
Us Bancorp \De\

Financial Services
71
+ 1.38%
$39.04 - $47.23 $2.77K - $3.35K
5.21K $238K
CL
Colgate Palmolive CO

Consumer Defensive
26
+ 0.55%
$95.54 - $108.77 $2.48K - $2.83K
4.72K $489K
SYY
Sysco Corp

Consumer Defensive
16
+ 0.34%
$69.16 - $78.98 $1.11K - $1.26K
4.73K $369K
PAYX
Paychex Inc

Industrials
5
+ 0.25%
$116.17 - $135.19 $581 - $676
2.02K $270K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.12%
$386.81 - $423.12 $387 - $423
864 $365K
GOOG
Alphabet Inc.

Communication Services
254
+ 22.38%
$149.54 - $192.66 $38K - $48.9K
1.39K $232K
XOM
Exxon Mobil Corp

Energy
119
+ 3.48%
$109.72 - $119.0 $13.1K - $14.2K
3.54K $415K
VTRS
Viatris Inc

Healthcare
45
+ 0.21%
$10.32 - $12.13 $464 - $546
21.5K $249K
IHDG
Wisdomtree Tr

ETFs
412
+ 4.59%
$42.42 - $46.78 $17.5K - $19.3K
9.39K $429K
TGT
Target Corp

Consumer Defensive
16
+ 0.78%
$133.47 - $159.25 $2.14K - $2.55K
2.08K $324K
AMZN
Amazon Com Inc

Consumer Cyclical
306
+ 5.61%
$161.02 - $200.0 $49.3K - $61.2K
5.76K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
47
+ 3.66%
$160.76 - $177.82 $7.56K - $8.36K
1.33K $230K
AMGN
Amgen Inc

Healthcare
18
+ 1.71%
$309.38 - $337.38 $5.57K - $6.07K
1.07K $344K
RS
Reliance Steel & Aluminum CO

Basic Materials
12
+ 0.46%
$271.23 - $308.75 $3.25K - $3.71K
2.61K $753K
HSY
Hershey CO

Consumer Defensive
5
+ 0.33%
$182.45 - $203.25 $912 - $1.02K
1.53K $293K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
50
+ 0.02%
$21.05 - $21.17 $1.05K - $1.06K
201K $4.24M
PEP
Pepsico Inc

Consumer Defensive
38
+ 3.01%
$161.9 - $179.3 $6.15K - $6.81K
1.3K $221K
TXN
Texas Instruments Inc

Technology
34
+ 2.18%
$194.6 - $194.6 $6.62K - $6.62K
1.59K $310K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
47
+ 2.09%
$147.95 - $191.05 $6.95K - $8.98K
2.3K $398K
MRK
Merck & Co., Inc.

Healthcare
234
+ 11.04%
$111.15 - $128.97 $26K - $30.2K
2.35K $267K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
31
+ 0.39%
N/A
8.07K $254K
Capital Grp Fixed Incm ETF T
30.7K
+ 132.82%
N/A
53.8K $0
CGMS
Capital Grp Core Plus Income E
5.34K
+ 25.55%
N/A
26.2K $0
Vanguard Malvern Fds
9.78K
+ 81.63%
N/A
21.8K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
18
+ 0.17%
$37.19 - $44.15 $669 - $795
10.9K $441K
MRO
Marathon Oil Corp

Energy
29
+ 0.28%
$25.87 - $29.26 $750 - $849
10.4K $275K
MPC
Marathon Petroleum Corp

Energy
16
+ 0.15%
$158.61 - $180.75 $2.54K - $2.89K
10.4K $1.69M
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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