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

Strategic Family Wealth Counselors, L.L.C.

  • $291 Million
  • Q1 2025

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $15.2M, Schwab Strategic Tr Us Dividen with a value of $13.5M, Schwab Strategic Tr Us Large C with a value of $12.5M, Spdr S&P 500 ETF Trust with a value of $10.7M, and Vanguard Whitehall Fds (Vangua with a value of $10.4M.

Examining the 13F form we can see an decrease of $1.95M in the current position value, from $293M to 291M.

Strategic Family Wealth Counselors, L.L.C. is based out at Fairfield, NJ

Below you can find more details about Strategic Family Wealth Counselors, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $222 Million
Technology: $24.8 Million
Communication Services: $21.3 Million
Healthcare: $7.71 Million
Financial Services: $7.69 Million
Consumer Cyclical: $2.15 Million
Consumer Defensive: $2.03 Million
Basic Materials: $913,000
Other: $1.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.6B
$15.2 Million 5.24% of portfolio
261,426
Q4 2024 Added 0.02%
$179B
$9.19 Million 3.16% of portfolio
126,086
Q1 2025 Added 1.05%
$3.38T
$6.75 Million 2.32% of portfolio
30,396
Q1 2025 Added 1.82%
$138B
$4.44 Million 1.53% of portfolio
175,366
Q1 2025 Reduced 0.04%
$431B
$3.88 Million 1.34% of portfolio
35,843
Q1 2025 Reduced 1.29%
$3.81T
$3.31 Million 1.14% of portfolio
8,829
Q1 2025 Added 2.66%
$572B
$2.6 Million 0.9% of portfolio
7,433
Q1 2025 Added 2.06%
$21.9B
$1.87 Million 0.64% of portfolio
19,104
Q1 2025 Reduced 8.69%
$2.28T
$1.47 Million 0.51% of portfolio
7,737
Q1 2025 Added 3.44%
$850B
$1.37 Million 0.47% of portfolio
5,592
Q1 2025 Added 4.08%
$1.62T
$1.08 Million 0.37% of portfolio
1,876
Q1 2025 Added 3.3%
$0
$919,000 0.32% of portfolio
28,261
Q1 2025 Added 1.43%
$19.5B
$913,000 0.31% of portfolio
3,163
Q1 2025 Added 91.35%
$223B
$838,000 0.29% of portfolio
8,499
Q1 2025 Added 7.45%
$426B
$798,000 0.27% of portfolio
1
Q1 2025 New
$269B
$714,000 0.25% of portfolio
1,364
Q1 2025 Added 1.87%
$192B
$687,000 0.24% of portfolio
24,293
Q1 2025 Added 24.38%
$1.01T
$674,000 0.23% of portfolio
2,602
Q1 2025 Reduced 8.61%
$422B
$669,000 0.23% of portfolio
708
Q1 2025 Added 0.14%
$172B
$676,000 0.23% of portfolio
14,925
Q1 2025 Added 19.16%
$426B
$598,000 0.21% of portfolio
3,608
Q1 2025 Added 3.17%
$140B
$560,000 0.19% of portfolio
2,371
Q1 2025 Added 0.04%
$1.12T
$476,000 0.16% of portfolio
3,051
Q1 2025 Reduced 0.55%
$72.8B
$443,000 0.15% of portfolio
4,731
Q1 2025 Added 0.38%
$1.27T
$396,000 0.14% of portfolio
2,390
Q1 2025 Added 3.73%
$39.5B
$383,000 0.13% of portfolio
5,104
Q1 2025 Added 1.17%
$116B
$364,000 0.13% of portfolio
2,178
Q1 2025 Added 69.49%
$6.31B
$367,000 0.13% of portfolio
7,992
Q3 2024 New
$377B
$345,000 0.12% of portfolio
8,279
Q1 2025 Added 2.93%
$160B
$352,000 0.12% of portfolio
1,131
Q1 2025 Added 5.5%
$1.07T
$337,000 0.12% of portfolio
2,181
Q1 2025 Reduced 1.76%
$236B
$354,000 0.12% of portfolio
1,316
Q1 2025 Added 11.81%
$51.6B
$328,000 0.11% of portfolio
2,131
Q1 2025 Reduced 0.05%
$465B
$310,000 0.11% of portfolio
2,609
Q1 2025 Reduced 37.0%
$2.25B
$315,000 0.11% of portfolio
17,306
Q4 2021 New
$177B
$313,000 0.11% of portfolio
1,612
Q1 2025 Reduced 26.19%
$296B
$284,000 0.1% of portfolio
1,703
Q1 2025 Added 20.69%
$280B
$284,000 0.1% of portfolio
4,609
Q1 2025 Added 4.61%
$25.1B
$262,000 0.09% of portfolio
1,535
Q1 2025 Added 0.13%
$302B
$259,000 0.09% of portfolio
3,070
Q1 2025 New
$67.2B
$254,000 0.09% of portfolio
6,028
Q1 2025 Added 0.17%
$3.3B
$251,000 0.09% of portfolio
13,913
Q1 2025 New
$47.7B
$269,000 0.09% of portfolio
2,581
Q1 2025 Added 2.34%
$724B
$255,000 0.09% of portfolio
309
Q1 2025 Added 14.02%
$148B
$213,000 0.07% of portfolio
3,007
Q1 2025 Added 6.56%
$530B
$211,000 0.07% of portfolio
385
Q1 2025 Reduced 1.03%
$180B
$211,000 0.07% of portfolio
2,985
Q1 2025 Added 0.84%
$11.2B
$187,000 0.06% of portfolio
21,498
Q1 2025 Reduced 0.51%
$30.2B
$101,000 0.03% of portfolio
10,882
Q1 2025 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $291 Million
  • Prior Value $293 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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