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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$788M
$99,000 0.04% of portfolio
14,311
Q2 2023 New
$1.24B
$34,000 0.01% of portfolio
12,263
Q3 2021 New

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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