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Size ($ in 1000's)
At 12/31/2023: $238,574
At 09/30/2023: $208,071
Strategic Family Wealth Counselors L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Family Wealth Counselors L.L.C. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Strategic Family Wealth Counselors L.L.C. top holdings by largest position size, as per the latest 13f filing made by Strategic Family Wealth Counselors L.L.C..
In the Strategic Family Wealth Counselors L.L.C.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Strategic Family Wealth Counselors L.L.C. in that top holding, then the share count change between reporting periods, and finally the Strategic Family Wealth Counselors L.L.C. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ROBLOX CORP |
500,677 |
UNCH |
$22,891 | | RBLX | 500,677 | UNCH | $22,891 | | SCHWAB STRATEGIC TR |
133,534 |
-7,328 |
$10,166 | | SCHD | 133,534 | -7,328 | $10,166 | | SCHWAB STRATEGIC TR |
117,585 |
+5,035 |
$9,755 | | SCHG | 117,585 | +5,035 | $9,755 | | SCHWAB STRATEGIC TR |
146,333 |
+682 |
$8,253 | | SCHX | 146,333 | +682 | $8,253 | | SPDR S&P 500 ETF TR (SPY) |
16,521 |
+41 |
$7,853 | | SPY | 16,521 | +41 | $7,853 | | UBER TECHNOLOGIES INC |
124,048 |
UNCH |
$7,638 | | UBER | 124,048 | UNCH | $7,638 | | SCHWAB STRATEGIC TR |
100,402 |
+2,565 |
$7,562 | | SCHM | 100,402 | +2,565 | $7,562 | | VANGUARD WHITEHALL FDS (VYM) |
67,524 |
-1,044 |
$7,538 | | VYM | 67,524 | -1,044 | $7,538 | | CAPITAL GROUP GROWTH ETF (CGGR) |
262,556 |
+14,520 |
$7,412 | | CGGR | 262,556 | +14,520 | $7,412 | | SCHWAB STRATEGIC TR |
153,485 |
-1,903 |
$7,251 | | SCHA | 153,485 | -1,903 | $7,251 | | SPDR SER TR (SDY) |
53,495 |
+3,196 |
$6,685 | | SDY | 53,495 | +3,196 | $6,685 | | ARK ETF TR (ARKK) |
124,917 |
-11,313 |
$6,542 | | ARKK | 124,917 | -11,313 | $6,542 | | APPLE INC |
33,900 |
+14 |
$6,527 | | AAPL | 33,900 | +14 | $6,527 | | INVESCO EXCHANGE TRADED FD T (RSP) |
40,992 |
+1,400 |
$6,469 | | RSP | 40,992 | +1,400 | $6,469 | | FIRST TR VALUE LINE DIVID IN (FVD) |
143,841 |
-4,943 |
$5,834 | | FVD | 143,841 | -4,943 | $5,834 | | INVESCO EXCH TRADED FD TR II (SPLV) |
92,586 |
+824 |
$5,801 | | SPLV | 92,586 | +824 | $5,801 | | WISDOMTREE TR |
87,102 |
+2,379 |
$5,782 | | DLN | 87,102 | +2,379 | $5,782 | | PFIZER INC |
175,511 |
+10 |
$5,053 | | PFE | 175,511 | +10 | $5,053 | | SCHWAB STRATEGIC TR |
84,382 |
-6,751 |
$4,698 | | SCHB | 84,382 | -6,751 | $4,698 | | VANGUARD INDEX FDS (VTV) |
30,065 |
+4,385 |
$4,495 | | VTV | 30,065 | +4,385 | $4,495 | | INVESCO EXCH TRD SLF IDX FD |
197,293 |
-1,147 |
$4,120 | | BSCO | 197,293 | -1,147 | $4,120 | | ISHARES TR (IWF) |
13,287 |
+80 |
$4,028 | | IWF | 13,287 | +80 | $4,028 | | ISHARES TR (AOR) |
70,969 |
+20,956 |
$3,775 | | AOR | 70,969 | +20,956 | $3,775 | | J P MORGAN EXCHANGE TRADED F (JPST) |
64,222 |
+4,178 |
$3,226 | | JPST | 64,222 | +4,178 | $3,226 | | INVESCO QQQ TR |
7,358 |
+1,085 |
$3,013 | | QQQ | 7,358 | +1,085 | $3,013 | | ISHARES TR (HDV) |
27,292 |
+1,070 |
$2,783 | | HDV | 27,292 | +1,070 | $2,783 | | MICROSOFT CORP |
7,355 |
+296 |
$2,766 | | MSFT | 7,355 | +296 | $2,766 | | JANUS DETROIT STR TR |
55,737 |
-346 |
$2,693 | | VNLA | 55,737 | -346 | $2,693 | | PACER FDS TR |
46,717 |
+46,717 |
$2,429 | | COWZ | 46,717 | +46,717 | $2,429 | | VANGUARD INDEX FDS (VO) |
9,630 |
+138 |
$2,240 | | VO | 9,630 | +138 | $2,240 | | VANGUARD INDEX FDS (VB) |
10,063 |
+535 |
$2,147 | | VB | 10,063 | +535 | $2,147 | | ISHARES TR (USMV) |
25,611 |
-897 |
$1,998 | | USMV | 25,611 | -897 | $1,998 | | CAPITAL GRP FIXED INCM ETF T (CGCP) |
84,018 |
+84,018 |
$1,907 | | CGCP | 84,018 | +84,018 | $1,907 | | ISHARES TR (ACWI) |
18,596 |
+9,150 |
$1,893 | | ACWI | 18,596 | +9,150 | $1,893 | | VISA INC |
7,197 |
UNCH |
$1,874 | | V | 7,197 | UNCH | $1,874 | | SCHWAB STRATEGIC TR |
45,268 |
+23 |
$1,673 | | SCHF | 45,268 | +23 | $1,673 | | TWILIO INC |
20,984 |
-13 |
$1,592 | | TWLO | 20,984 | -13 | $1,592 | | PNC FINL SVCS GROUP INC |
10,158 |
+2 |
$1,573 | | PNC | 10,158 | +2 | $1,573 | | GOLDMAN SACHS ETF TR (GSLC) |
16,571 |
+13 |
$1,554 | | GSLC | 16,571 | +13 | $1,554 | | MARATHON PETE CORP |
10,379 |
UNCH |
$1,540 | | MPC | 10,379 | UNCH | $1,540 | | VANGUARD INDEX FDS (VUG) |
4,847 |
+1,107 |
$1,507 | | VUG | 4,847 | +1,107 | $1,507 | | SPDR SER TR (SHM) |
28,889 |
UNCH |
$1,381 | | SHM | 28,889 | UNCH | $1,381 | | SCHWAB STRATEGIC TR |
38,206 |
+23,580 |
$1,333 | | SCHC | 38,206 | +23,580 | $1,333 | | COLUMBIA ETF TR I (DIAL) |
72,995 |
+55,345 |
$1,318 | | DIAL | 72,995 | +55,345 | $1,318 | | VANGUARD WORLD FDS (VGT) |
2,588 |
+801 |
$1,253 | | VGT | 2,588 | +801 | $1,253 | | ISHARES TR (IWR) |
14,954 |
UNCH |
$1,162 | | IWR | 14,954 | UNCH | $1,162 | | VANGUARD INTL EQUITY INDEX F (VT) |
11,048 |
-1,840 |
$1,137 | | VT | 11,048 | -1,840 | $1,137 | | INVESCO EXCH TRD SLF IDX FD |
48,222 |
+363 |
$986 | | BSCP | 48,222 | +363 | $986 | | ISHARES TR (IWS) |
7,850 |
UNCH |
$913 | | IWS | 7,850 | UNCH | $913 | | EXCHANGE TRADED CONCEPTS TR (BITQ) |
77,692 |
UNCH |
$900 | | BITQ | 77,692 | UNCH | $900 |
See Full List: All Stocks Held By Strategic Family Wealth Counselors L.L.C.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Family Wealth Counselors L.L.C.
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