Strategic Family Wealth Counselors, L.L.C. Portfolio Holdings by Sector
Strategic Family Wealth Counselors, L.L.C.
- $291 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHD SCHG SPY VYM SCHX CGGR RSP SCHM 78 stocks |
$221,841
76.48% of portfolio
|
59
|
11
|
4
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$15,238
5.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$9,186
3.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,751
2.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV JNJ AMGN LLY 5 stocks |
$6,359
2.19% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO TXN 4 stocks |
$4,957
1.71% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO META GOOG GOOGL 4 stocks |
$3,764
1.3% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$3,573
1.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V UPST AXP MA 4 stocks |
$3,536
1.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C 3 stocks |
$1,927
0.66% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,472
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ VOD 3 stocks |
$1,464
0.5% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT 2 stocks |
$938
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
UTG 1 stocks |
$919
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$913
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$838
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$798
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CLOV 2 stocks |
$758
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$674
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$594
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$560
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FULT 2 stocks |
$505
0.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$443
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$383
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$328
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WRBY 1 stocks |
$315
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$284
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$262
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$213
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$187
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AVXL AVXL 2 stocks |
$89
0.03% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|