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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$919,000 0.32% of portfolio
28,261
Q1 2025 Added 1.43%

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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