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

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $281 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $13.6M, Schwab Strategic Tr Us Large C with a value of $13M, Roblox Corp with a value of $11.6M, Spdr S&P 500 ETF Trust with a value of $10.3M, and Schwab Strategic Tr Us Large C with a value of $9.92M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $260M to 281M.

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 $281 Million
ETFs: $219 Million
Technology: $23.8 Million
Communication Services: $15.8 Million
Healthcare: $7.99 Million
Financial Services: $6.49 Million
Consumer Defensive: $2.44 Million
Energy: $2.38 Million
Consumer Cyclical: $1.39 Million
Other: $2.36 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Million 4.83% of portfolio
160,756
Q3 2024 Added 10.81%
$0
$13 Million 4.62% of portfolio
124,666
Q3 2024 Reduced 0.36%
$0
$10.3 Million 3.65% of portfolio
17,877
Q3 2024 Added 11.11%
$0
$9.92 Million 3.53% of portfolio
146,181
Q3 2024 Reduced 1.66%
$0
$9.73 Million 3.46% of portfolio
75,897
Q3 2024 Added 6.8%
$0
$9.41 Million 3.34% of portfolio
113,232
Q3 2024 Added 2.42%
$0
$9.26 Million 3.29% of portfolio
266,029
Q3 2024 Reduced 1.75%
$0
$9.23 Million 3.28% of portfolio
179,244
Q3 2024 Added 3.16%
$0
$8.91 Million 3.17% of portfolio
49,753
Q3 2024 Added 9.13%
$0
$8.32 Million 2.96% of portfolio
58,580
Q3 2024 Added 5.47%
$0
$7.97 Million 2.83% of portfolio
101,404
Q3 2024 Added 10.83%
$0
$7.08 Million 2.52% of portfolio
155,708
Q3 2024 Added 5.2%
$0
$6.41 Million 2.28% of portfolio
89,389
Q3 2024 Reduced 2.3%
$0
$6.07 Million 2.16% of portfolio
34,760
Q3 2024 Added 7.09%
$0
$5.65 Million 2.01% of portfolio
85,007
Q3 2024 Added 0.69%
$0
$5.61 Million 1.99% of portfolio
117,958
Q3 2024 Reduced 3.76%
$0
$4.36 Million 1.55% of portfolio
37,042
Q3 2024 Added 25.45%
$0
$4.24 Million 1.51% of portfolio
200,816
Q3 2024 Added 0.02%
$0
$4.26 Million 1.51% of portfolio
73,616
Q3 2024 Added 11.74%
$0
$3.91 Million 1.39% of portfolio
77,075
Q3 2024 Added 4.3%
$0
$3.38 Million 1.2% of portfolio
57,122
Q3 2024 Added 4.84%
$0
$3.2 Million 1.14% of portfolio
6,565
Q3 2024 Added 1.19%
$0
$3.18 Million 1.13% of portfolio
8,283
Q3 2024 Added 36.77%
$0
$3.12 Million 1.11% of portfolio
63,695
Q3 2024 Added 4.46%
$0
$2.82 Million 1.0% of portfolio
10,704
Q3 2024 Added 0.07%
$0
$2.45 Million 0.87% of portfolio
4,646
Q3 2024 Added 24.52%
$0
$2.44 Million 0.87% of portfolio
105,445
Q3 2024 Added 3.35%
$0
$2.39 Million 0.85% of portfolio
10,080
Q3 2024 Reduced 1.52%
$0
$2.21 Million 0.79% of portfolio
24,193
Q3 2024 Reduced 2.05%
$0
$1.91 Million 0.68% of portfolio
3,262
Q3 2024 Added 4.55%
$0
$1.88 Million 0.67% of portfolio
16,648
Q3 2024 Added 0.04%
$0
$1.86 Million 0.66% of portfolio
45,262
Q3 2024 Added 0.01%
$0
$1.68 Million 0.6% of portfolio
14,064
Q3 2024 Added 3.21%
$0
$1.42 Million 0.51% of portfolio
16,138
Q3 2024 Added 7.92%
$0
$1.45 Million 0.51% of portfolio
70,082
Q3 2024 Added 18.09%
$0
$1.39 Million 0.49% of portfolio
28,889
Q4 2022 Added 4.53%
$0
$1.08 Million 0.38% of portfolio
9,026
Q3 2024 Reduced 0.44%
$0
$1.04 Million 0.37% of portfolio
77,692
Q4 2022 New
$0
$1.04 Million 0.37% of portfolio
7,850
Q2 2023 Reduced 1.94%
$0
$1.01 Million 0.36% of portfolio
54,672
Q3 2024 Added 25.26%
$0
$873,000 0.31% of portfolio
2,674
Q3 2019 Reduced 9.57%
$0
$841,000 0.3% of portfolio
20,331
Q3 2024 Reduced 2.67%
$0
$710,000 0.25% of portfolio
23,578
Q3 2024 Added 139.37%
$0
$709,000 0.25% of portfolio
13,873
Q3 2024 Added 0.07%
$0
$637,000 0.23% of portfolio
32,593
Q3 2024 New
$0
$641,000 0.23% of portfolio
16,659
Q3 2024 Reduced 2.73%
$0
$649,000 0.23% of portfolio
10,976
Q2 2024 Added 0.01%
$0
$589,000 0.21% of portfolio
9,907
Q3 2024 Added 16.79%
$0
$591,000 0.21% of portfolio
6,179
Q3 2024 Added 30.91%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $281 Million
  • Prior Value $260 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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