Strategic Family Wealth Counselors, L.L.C. Incresed Positions in Q2 2025

Strategic Family Wealth Counselors, L.L.C.

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

ETFs
23.8K
+ 4.75%
$22.27 - $29.21 $530K - $695K
524K $15.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
815
+ 0.3%
$30.53 - $40.65 $24.9K - $33.1K
276K $11.2M
NVDA
Nvidia Corp

Technology
48
+ 0.13%
$94.31 - $157.99 $4.53K - $7.58K
35.9K $5.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.27K
+ 0.29%
$19.6 - $24.44 $24.9K - $31K
435K $10.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.75K
+ 1.56%
$20.42 - $25.3 $117K - $145K
375K $9.49M
VT
Vanguard Total World Stk Index

ETFs
3.55K
+ 23.99%
$103.16 - $128.52 $366K - $456K
18.3K $2.36M
VUG
Vanguard Growth ETF

ETFs
136
+ 1.59%
$329.49 - $438.4 $44.8K - $59.6K
8.7K $3.81M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.4K
+ 63.86%
$19.44 - $19.56 $611K - $615K
80.7K $1.57M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.19K
+ 2.94%
$70.7 - $82.14 $225K - $262K
112K $9.16M
TWLO
Twilio Inc

Communication Services
13
+ 0.07%
$81.34 - $124.36 $1.06K - $1.62K
19.1K $2.38M
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 14.5%
$167.32 - $223.3 $188K - $251K
8.86K $1.94M
VGT
Vanguard Information Technolog

ETFs
59
+ 1.69%
$470.37 - $663.28 $27.8K - $39.1K
3.56K $2.36M
AOR
Ishares Tr Core Growth Allocat

ETFs
804
+ 0.9%
$53.36 - $61.57 $42.9K - $49.5K
90.2K $5.55M
ACWI
Ishares Msci Acwi ETF

ETFs
1.59K
+ 11.14%
$103.59 - $128.6 $165K - $204K
15.9K $2.04M
IVV
Ishares Core S&P 500 ETF

ETFs
508
+ 66.93%
$498.8 - $620.9 $253K - $315K
1.27K $786K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18K
+ 130.04%
$19.49 - $19.66 $351K - $354K
31.9K $626K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.44K
+ 79.66%
$108.87 - $133.04 $266K - $325K
5.51K $733K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.65K
+ 88.11%
$44.68 - $45.96 $342K - $351K
16.3K $746K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.44K
+ 4.12%
$121.58 - $136.74 $296K - $333K
61.6K $8.36M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.2K
+ 23.34%
$20.66 - $20.74 $313K - $315K
80.2K $1.66M
AVGO
Broadcom Inc.

Technology
163
+ 7.48%
$146.29 - $275.65 $23.8K - $44.9K
2.34K $645K
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 1.09%
$210.28 - $289.91 $12.8K - $17.7K
5.65K $1.64M
AOA
Ishares Tr Core Aggressive All

ETFs
2.48K
+ 64.63%
$69.46 - $83.4 $172K - $206K
6.31K $526K
DIS
Walt Disney CO

Communication Services
87
+ 1.02%
$81.72 - $124.01 $7.11K - $10.8K
8.59K $1.06M
SCHC
Schwab Strategic Tr Intl Small

ETFs
20
+ 0.07%
$32.41 - $42.59 $648 - $852
29.1K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
132
+ 5.07%
$221.86 - $362.89 $29.3K - $47.9K
2.73K $868K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6
+ 0.04%
$97.68 - $121.38 $586 - $728
16.7K $2.02M
CGGO
Capital Group Global Growth Eq

ETFs
555
+ 1.28%
$25.31 - $32.17 $14K - $17.9K
43.9K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 18.79%
$908.13 - $1056.85 $121K - $141K
841 $832K
AXP
American Express CO

Financial Services
198
+ 15.05%
$231.39 - $318.98 $45.8K - $63.2K
1.51K $482K
RS
Reliance Steel & Aluminum CO

Basic Materials
11
+ 0.35%
$262.08 - $316.81 $2.88K - $3.48K
3.17K $996K
GOOGL
Alphabet Inc.

Communication Services
202
+ 9.26%
$144.7 - $178.6 $29.2K - $36.1K
2.38K $419K
C
Citigroup Inc

Financial Services
135
+ 4.52%
$58.13 - $85.12 $7.85K - $11.5K
3.12K $265K
CGDV
Capital Group Divid Value ETF

ETFs
85
+ 0.69%
$31.93 - $39.49 $2.71K - $3.36K
12.4K $491K
HDV
Ishares Core High Dividend ETF

ETFs
1.57K
+ 4.51%
$108.41 - $120.51 $170K - $189K
36.3K $4.25M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
371
+ 10.03%
$71.28 - $83.74 $26.4K - $31.1K
4.07K $340K
V
Visa Inc.

Financial Services
11
+ 0.15%
$308.27 - $373.31 $3.39K - $4.11K
7.44K $2.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
129
+ 6.14%
$166.82 - $194.23 $21.5K - $25.1K
2.23K $433K
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
Vanguard Malvern Fds
2.88K
+ 11.93%
N/A
27.1K $0
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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