Strategic Family Wealth Counselors, L.L.C. Reduced Holdings in Q3 2024

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RBLX
Roblox Corp

Communication Services
-239K
- 47.79%
$36.18 - $47.64 $8.66M - $11.4M
261K $11.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.72K
- 36.58%
$156.14 - $187.2 $580K - $696K
6.44K $1.19M
MSFT
Microsoft Corp

Technology
-124
- 1.59%
$395.15 - $467.56 $49K - $58K
7.68K $3.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-520
- 26.79%
$181.06 - $197.17 $94.2K - $103K
1.42K $280K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.61K
- 12.51%
$42.87 - $45.76 $69.1K - $73.8K
11.3K $510K
DIS
Walt Disney CO

Communication Services
-27
- 0.34%
$85.6 - $98.61 $2.31K - $2.66K
7.93K $762K
XLE
Energy Sector Spdr

ETFs
-156
- 6.06%
$84.35 - $93.39 $13.2K - $14.6K
2.42K $212K
BAC
Bank Of America Corp

Financial Services
-3
- 0.05%
$36.65 - $44.13 $110 - $132
5.49K $218K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-558
- 2.67%
$39.37 - $41.68 $22K - $23.3K
20.3K $841K
VXF
Vanguard Extended Market ETF

ETFs
-27
- 1.7%
$163.98 - $182.92 $4.43K - $4.94K
1.56K $284K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-202
- 1.14%
$17.09 - $20.23 $3.45K - $4.09K
17.5K $332K
META
Meta Platforms, Inc.

Communication Services
-122
- 8.62%
$453.41 - $572.44 $55.3K - $69.8K
1.29K $740K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-468
- 2.73%
$34.48 - $38.87 $16.1K - $18.2K
16.7K $641K
T
At&T Inc.

Communication Services
-17
- 0.1%
$18.21 - $22.28 $310 - $379
17.2K $378K
TSLA
Tesla, Inc.

Consumer Cyclical
-91
- 6.95%
$191.76 - $263.26 $17.5K - $24K
1.22K $318K
ACWI
Ishares Msci Acwi ETF

ETFs
-40
- 0.44%
$107.24 - $119.84 $4.29K - $4.79K
9.03K $1.08M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-507
- 2.05%
$83.76 - $91.82 $42.5K - $46.6K
24.2K $2.21M
UTG
Reaves Utility Income Fund

Financial Services
-155
- 0.59%
$27.16 - $32.8 $4.21K - $5.08K
25.9K $850K
VB
Vanguard Small Cap ETF

ETFs
-156
- 1.52%
$214.77 - $237.72 $33.5K - $37.1K
10.1K $2.39M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.6K
- 3.76%
$39.47 - $49.4 $182K - $227K
118K $5.61M
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.74K
- 1.75%
$30.71 - $34.79 $146K - $165K
266K $9.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.46K
- 1.66%
$61.11 - $67.85 $150K - $167K
146K $9.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-446
- 0.36%
$92.63 - $105.69 $41.3K - $47.1K
125K $13M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.1K
- 2.3%
$64.57 - $71.76 $136K - $151K
89.4K $6.41M
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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