Strategic Family Wealth Counselors, L.L.C. Sells in Q4 2024

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
-48.4K
- 45.9%
$22.13 - $23.17 $1.07M - $1.12M
57K $1.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-356
- 0.61%
$131.66 - $144.0 $46.9K - $51.3K
58.2K $7.69M
HDV
Ishares Core High Dividend ETF

ETFs
-2.69K
- 7.25%
$110.82 - $121.28 $298K - $326K
34.4K $3.86M
PFE
Pfizer Inc

Healthcare
-231
- 0.13%
$24.8 - $30.19 $5.73K - $6.97K
175K $4.65M
VNLA
Janus Henderson Short Duration

ETFs
-6.55K
- 10.29%
$48.82 - $49.11 $320K - $322K
57.1K $2.79M
RS
Reliance Steel & Aluminum CO

Basic Materials
-952
- 36.55%
$264.2 - $326.32 $252K - $311K
1.65K $445K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-13.3K
- 18.99%
$20.6 - $20.71 $274K - $276K
56.8K $1.17M
MPC
Marathon Petroleum Corp

Energy
-6
- 0.06%
$131.65 - $174.84 $790 - $1.05K
10.4K $1.45M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-209
- 0.23%
$69.58 - $74.87 $14.5K - $15.6K
89.2K $6.24M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-6.14K
- 35.05%
$17.41 - $19.29 $107K - $118K
11.4K $198K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-194
- 0.8%
$88.59 - $94.57 $17.2K - $18.3K
24K $2.13M
MRK
Merck & Co., Inc.

Healthcare
-330
- 14.02%
$96.31 - $114.76 $31.8K - $37.9K
2.02K $201K
CL
Colgate Palmolive CO

Consumer Defensive
-2
- 0.04%
$90.22 - $102.31 $180 - $205
4.71K $428K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-494
- 4.99%
$57.53 - $60.83 $28.4K - $30.1K
9.41K $541K
IHDG
Wisdomtree Tr

ETFs
-407
- 4.33%
$43.38 - $46.0 $17.7K - $18.7K
8.99K $390K
XLF
Financial Sector Spdr

ETFs
-1.28K
- 13.31%
$44.89 - $51.34 $57.4K - $65.7K
8.33K $402K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-78
- 2.44%
$98.04 - $108.11 $7.65K - $8.43K
3.12K $317K
VXF
Vanguard Extended Market ETF

ETFs
-29
- 1.86%
$179.17 - $207.15 $5.2K - $6.01K
1.53K $291K
CSCO
Cisco Systems, Inc.

Technology
-293
- 6.24%
$52.45 - $60.02 $15.4K - $17.6K
4.41K $260K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-17.2K
- 14.58%
$45.39 - $62.98 $781K - $1.08M
101K $5.72M
DIS
Walt Disney CO

Communication Services
-20
- 0.25%
$92.39 - $117.6 $1.85K - $2.35K
7.91K $880K
TWLO
Twilio Inc

Communication Services
-67
- 0.32%
$63.73 - $114.96 $4.27K - $7.7K
20.9K $2.26M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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