Strategic Family Wealth Counselors, L.L.C. Reduced Holdings in Q2 2025

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.6K
- 3.44%
$24.32 - $27.87 $404K - $463K
466K $12.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.4K
- 12.59%
$47.46 - $55.3 $540K - $629K
78.9K $4.35M
CGCP
Capital Group Core Plus Income

ETFs
-11.8K
- 19.77%
$21.92 - $22.56 $259K - $266K
47.9K $1.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-863
- 0.97%
$68.13 - $74.77 $58.8K - $64.5K
88.5K $6.45M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.02K
- 14.89%
$43.28 - $50.37 $174K - $203K
23K $1.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.61K
- 4.03%
$50.36 - $50.68 $182K - $183K
85.9K $4.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.49K
- 13.04%
$51.14 - $57.0 $76K - $84.7K
9.91K $563K
ABBV
Abb Vie Inc.

Healthcare
-5
- 0.15%
$170.16 - $206.27 $851 - $1.03K
3.39K $629K
VZ
Verizon Communications Inc

Communication Services
-775
- 5.19%
$41.67 - $45.62 $32.3K - $35.4K
14.2K $612K
GBIL
Goldman Sachs Access Treasury

ETFs
-621
- 20.56%
$99.83 - $100.19 $62K - $62.2K
2.4K $240K
VB
Vanguard Small Cap ETF

ETFs
-865
- 7.74%
$193.73 - $237.37 $168K - $205K
10.3K $2.44M
PAYX
Paychex Inc

Industrials
-101
- 4.74%
$137.01 - $159.78 $13.8K - $16.1K
2.03K $295K
FVD
First Tr Value Line Divid Inde

ETFs
-1.1K
- 0.7%
$40.62 - $45.12 $44.8K - $49.8K
157K $7.03M
UNP
Union Pacific Corp

Industrials
-16
- 0.67%
$208.27 - $238.46 $3.33K - $3.82K
2.36K $541K
T
At&T Inc.

Communication Services
-899
- 3.7%
$26.33 - $28.94 $23.7K - $26K
23.4K $677K
HSY
Hershey CO

Consumer Defensive
-4
- 0.26%
$151.29 - $173.13 $605 - $693
1.53K $254K
VNLA
Janus Henderson Short Duration

ETFs
-195
- 0.3%
$48.74 - $49.2 $9.5K - $9.59K
65.5K $3.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-88
- 0.36%
$85.42 - $94.39 $7.52K - $8.31K
24.5K $2.3M
TXN
Texas Instruments Inc

Technology
-6
- 0.37%
N/A
1.61K $312K
SYY
Sysco Corp

Consumer Defensive
-2
- 0.04%
$68.0 - $75.91 $136 - $152
5.1K $386K
VTRS
Viatris Inc

Healthcare
-104
- 0.48%
$7.26 - $9.12 $755 - $948
21.4K $191K
GLD
Spdr Gold Trust

ETFs
-30
- 3.83%
$273.71 - $316.29 $8.21K - $9.49K
753 $229K
VTV
Vanguard Value ETF

ETFs
-857
- 2.16%
$153.67 - $176.74 $132K - $151K
38.8K $6.86M
CSCO
Cisco Systems, Inc.

Technology
-364
- 7.9%
$53.19 - $69.38 $19.4K - $25.3K
4.25K $294K
XLF
Financial Sector Spdr

ETFs
-158
- 1.89%
$43.92 - $52.37 $6.94K - $8.27K
8.19K $428K
USB
Us Bancorp \De\

Financial Services
-88
- 1.46%
$36.4 - $45.76 $3.2K - $4.03K
5.94K $268K
GOOG
Alphabet Inc.

Communication Services
-269
- 8.82%
$146.58 - $180.01 $39.4K - $48.4K
2.78K $493K
BAC
Bank Of America Corp

Financial Services
-281
- 3.39%
$34.39 - $47.46 $9.66K - $13.3K
8K $378K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-513
- 8.48%
$456.74 - $568.03 $234K - $291K
5.54K $3.14M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-79
- 2.53%
$86.24 - $117.44 $6.81K - $9.28K
3.04K $357K
VO
Vanguard Mid Cap ETF

ETFs
-574
- 5.28%
$228.54 - $279.83 $131K - $161K
10.3K $2.88M
UTG
Reaves Utility Income Fund

Financial Services
-188
- 0.67%
$29.08 - $36.18 $5.47K - $6.8K
28.1K $1.02M
PLTR
Palantir Technologies Inc.

Technology
-122
- 3.97%
$74.01 - $144.25 $9.03K - $17.6K
2.95K $401K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-309
- 0.4%
$17.76 - $22.1 $5.49K - $6.83K
77.2K $1.71M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-237
- 0.96%
$57.14 - $72.68 $13.5K - $17.2K
24.4K $1.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.36K
- 2.52%
$152.93 - $181.74 $208K - $247K
52.6K $9.56M
META
Meta Platforms, Inc.

Communication Services
-119
- 6.34%
$484.66 - $738.09 $57.7K - $87.8K
1.76K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-852
- 1.06%
$114.78 - $133.31 $97.8K - $114K
79.6K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7
- 0.11%
$416.06 - $551.64 $2.91K - $3.86K
6.53K $3.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-414
- 0.17%
$19.1 - $23.83 $7.91K - $9.87K
250K $5.96M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.73K
- 0.77%
$22.92 - $28.05 $62.6K - $76.6K
351K $9.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-216
- 1.48%
$320.42 - $424.58 $69.2K - $91.7K
14.3K $6.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 1.15%
$496.48 - $617.85 $108K - $135K
18.8K $11.6M
MSFT
Microsoft Corp

Technology
-177
- 2.0%
$354.56 - $497.45 $62.8K - $88K
8.65K $4.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-998
- 1.03%
$40.51 - $71.03 $40.4K - $70.9K
96.3K $6.77M
UBER
Uber Technologies, Inc

Technology
-1.55K
- 1.23%
$64.62 - $93.3 $99.9K - $144K
125K $11.6M
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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