Strategic Family Wealth Counselors, L.L.C. Sells in Q1 2025

Strategic Family Wealth Counselors, L.L.C.

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.43K
- 3.41%
$47.25 - $67.02 $162K - $230K
97.3K $4.63M
NVDA
Nvidia Corp

Technology
-467
- 1.29%
$106.98 - $149.43 $50K - $69.8K
35.8K $3.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-245
- 8.61%
$222.15 - $428.22 $54.4K - $105K
2.6K $674K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.01K
- 49.48%
$121.0 - $142.28 $364K - $428K
3.07K $381K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.07K
- 2.36%
$21.23 - $23.75 $129K - $144K
251K $5.4M
TWLO
Twilio Inc

Communication Services
-1.82K
- 8.69%
$94.9 - $148.35 $173K - $270K
19.1K $1.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 0.76%
$468.34 - $539.52 $23.4K - $27K
6.54K $3.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.06K
- 41.1%
$44.41 - $45.98 $269K - $278K
8.68K $396K
PFE
Pfizer Inc

Healthcare
-70
- 0.04%
$25.01 - $27.13 $1.75K - $1.9K
175K $4.44M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.77K
- 36.89%
$99.85 - $100.19 $176K - $177K
3.02K $302K
TXN
Texas Instruments Inc

Technology
-572
- 26.19%
N/A
1.61K $313K
GOOG
Alphabet Inc.

Communication Services
-17
- 0.55%
$156.06 - $207.71 $2.65K - $3.53K
3.05K $476K
VO
Vanguard Mid Cap ETF

ETFs
-155
- 1.41%
$251.87 - $277.95 $39K - $43.1K
10.9K $2.81M
GOOGL
Alphabet Inc.

Communication Services
-39
- 1.76%
$154.33 - $206.19 $6.02K - $8.04K
2.18K $337K
VTRS
Viatris Inc

Healthcare
-110
- 0.51%
$8.68 - $12.42 $955 - $1.37K
21.5K $187K
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.33%
$170.36 - $201.04 $852 - $1.01K
1.53K $263K
IHDG
Wisdomtree Tr

ETFs
-34
- 0.38%
$43.4 - $47.51 $1.48K - $1.62K
8.95K $388K
IVE
Ishares S&P 500 Value ETF

ETFs
-7
- 0.32%
$185.78 - $198.58 $1.3K - $1.39K
2.19K $416K
CGMS
Capital Grp Core Plus Income E
-3.36K
- 2.11%
N/A
156K $0
MA
Mastercard Inc

Financial Services
-4
- 1.03%
$504.67 - $576.31 $2.02K - $2.31K
385 $211K
PAYX
Paychex Inc

Industrials
-1
- 0.05%
$136.06 - $154.52 $136 - $155
2.13K $328K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-58
- 0.23%
$59.28 - $66.1 $3.44K - $3.83K
24.6K $1.56M
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email