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

Strategic Family Wealth Counselors, L.L.C.

  • $260 Million
  • Q2 2024

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $260 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $18.6M, Schwab Strategic Tr Us Large C with a value of $12.6M, Schwab Strategic Tr Us Dividen with a value of $11.3M, Schwab Strategic Tr Us Large C with a value of $9.55M, and Uber Technologies, Inc with a value of $9.03M.

Examining the 13F form we can see an increase of $7.36M in the current position value, from $253M to 260M.

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 $260 Million
ETFs: $194 Million
Technology: $22.8 Million
Communication Services: $22.4 Million
Healthcare: $7.5 Million
Financial Services: $5.51 Million
Energy: $2.49 Million
Consumer Defensive: $2.27 Million
Consumer Cyclical: $1.31 Million
Other: $1.82 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $260 Million
  • Prior Value $253 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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