Strategic Family Wealth Counselors, L.L.C. Closed Holding Positions

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q2 2022 Filed on Aug 11, 2022
1,776
N/A
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 11, 2022
2,263
N/A
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 04, 2022
2,543
$75.69 - $95.53 $192K - $243K
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 04, 2022
2,727
$75.31 - $88.37 $205K - $241K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 04, 2022
1,178
$140.96 - $181.02 $166K - $213K
IBM
International Business Machines Corp

Technology
Q4 2021 Filed on Feb 08, 2022
1,640
$115.81 - $138.25 $190K - $227K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
281
$605.55 - $747.79 $170K - $210K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 08, 2022
750,306
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
1,561
$111.96 - $177.7 $175K - $277K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 09, 2021
3,464
$73.87 - $92.86 $256K - $322K
SHV
Ishares Tr

ETFs
Q2 2021 Filed on Jul 29, 2021
2,225
$110.48 - $110.53 $246K - $246K
PEBO
Peoples Bancorp Inc

Financial Services
Q1 2021 Filed on May 10, 2021
9,538
$27.22 - $36.39 $260K - $347K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on May 10, 2021
666
$286.61 - $323.64 $191K - $216K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 16, 2021
1,113,404
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Oct 26, 2020
4,319
$86.38 - $97.98 $373K - $423K
RODM
Hartford Multifactor Developed

ETFs
Q3 2020 Filed on Oct 26, 2020
10,045
N/A
FTF
Franklin LTD Duration Income Trust

Financial Services
Q2 2020 Filed on Jul 13, 2020
23,300
$7.2 - $8.68 $168K - $202K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2020 Filed on Jul 13, 2020
22,500
$7.0 - $9.2 $158K - $207K
DHS
Wisdomtree Tr U.S

ETFs
Q2 2020 Filed on Jul 13, 2020
4,370
N/A
ARCC
Ares Capital Corp

Financial Services
Q2 2020 Filed on Jul 13, 2020
10,000
$9.13 - $16.2 $91.3K - $162K
IYR
Ishares Tr

ETFs
Q2 2020 Filed on Jul 13, 2020
5,380
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
1,697
$63.81 - $151.49 $108K - $257K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2020 Filed on Apr 16, 2020
13,003
N/A
Tiffany & CO New
Q1 2020 Filed on Apr 16, 2020
1,502
N/A
HL
Hecla Mining CO

Basic Materials
Q4 2019 Filed on Jan 17, 2020
14,611
$1.82 - $3.4 $26.6K - $49.7K
AUY
Yamana Gold Inc.

Basic Materials
Q4 2019 Filed on Jan 17, 2020
11,000
$3.2 - $3.95 $35.2K - $43.5K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 17, 2020
928,647
N/A
CSML
Indexiq ETF Tr Chaikin Us Smal

ETFs
Q4 2019 Filed on Jan 17, 2020
10,294
$24.21 - $27.55 $249K - $284K
Pdvwireless Inc
Q3 2019 Filed on Oct 17, 2019
6,362
N/A
LADX
Ladrx Corporation
Q2 2019 Filed on Jul 17, 2019
11,367
N/A
CVA
Covanta Holding Corporation

Industrials
Q2 2019 Filed on Jul 17, 2019
21,714
N/A
SPMD
Spdr Portfolio

ETFs
Q2 2019 Filed on Jul 17, 2019
6,207
N/A
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