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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Million 4.85% of portfolio
125,112
Q2 2024 Added 2.34%
$0
$11.3 Million 4.33% of portfolio
145,068
Q2 2024 Added 4.86%
$0
$9.55 Million 3.67% of portfolio
148,643
Q2 2024 Added 0.21%
$0
$8.91 Million 3.42% of portfolio
270,767
Q2 2024 Added 1.47%
$0
$8.76 Million 3.36% of portfolio
16,089
Q2 2024 Added 0.41%
$0
$8.6 Million 3.3% of portfolio
110,552
Q2 2024 Added 4.35%
$0
$8.43 Million 3.24% of portfolio
71,065
Q2 2024 Added 3.27%
$0
$8.24 Million 3.17% of portfolio
173,755
Q2 2024 Added 5.06%
$0
$7.49 Million 2.88% of portfolio
45,589
Q2 2024 Added 4.64%
$0
$7.06 Million 2.71% of portfolio
55,541
Q2 2024 Added 1.9%
$0
$6.66 Million 2.56% of portfolio
91,499
Q2 2024 Added 1.97%
$0
$6.03 Million 2.32% of portfolio
148,009
Q2 2024 Added 0.48%
$0
$5.94 Million 2.28% of portfolio
91,490
Q2 2024 Reduced 0.92%
$0
$5.39 Million 2.07% of portfolio
122,562
Q2 2024 Reduced 2.2%
$0
$5.31 Million 2.04% of portfolio
84,427
Q2 2024 Reduced 0.74%
$0
$5.21 Million 2.0% of portfolio
32,460
Q2 2024 Added 5.65%
$0
$4.23 Million 1.62% of portfolio
200,766
Q2 2024 Reduced 3.59%
$0
$3.73 Million 1.43% of portfolio
73,895
Q2 2024 Added 8.33%
$0
$3.59 Million 1.38% of portfolio
65,880
Q2 2024 Added 7.9%
$0
$3.21 Million 1.23% of portfolio
29,528
Q2 2024 Added 5.72%
$0
$3.11 Million 1.19% of portfolio
6,488
Q2 2024 Added 0.79%
$0
$3.07 Million 1.18% of portfolio
54,487
Q2 2024 Added 3.01%
$0
$2.96 Million 1.14% of portfolio
60,975
Q2 2024 Added 0.08%
$0
$2.59 Million 0.99% of portfolio
10,696
Q2 2024 Added 8.87%
$0
$2.27 Million 0.87% of portfolio
6,056
Q2 2024 Added 6.36%
$0
$2.27 Million 0.87% of portfolio
102,030
Q2 2024 Reduced 1.06%
$0
$2.23 Million 0.86% of portfolio
10,236
Q2 2024 Added 1.18%
$0
$2.07 Million 0.8% of portfolio
24,700
Q2 2024 Reduced 3.56%
$0
$1.87 Million 0.72% of portfolio
3,731
Q2 2024 Added 43.61%
$0
$1.8 Million 0.69% of portfolio
3,120
Q2 2024 Added 23.27%
$0
$1.78 Million 0.68% of portfolio
16,642
Q2 2024 Added 0.25%
$0
$1.74 Million 0.67% of portfolio
45,258
Q1 2024 Reduced 0.02%
$0
$1.53 Million 0.59% of portfolio
13,626
Q2 2024 Added 10.23%
$0
$1.36 Million 0.52% of portfolio
28,889
Q4 2022 Added 4.53%
$0
$1.21 Million 0.47% of portfolio
59,347
Q2 2024 Reduced 2.03%
$0
$1.21 Million 0.47% of portfolio
14,954
Q2 2023 Reduced 0.01%
$0
$1.05 Million 0.4% of portfolio
77,692
Q4 2022 New
$0
$1.02 Million 0.39% of portfolio
9,066
Q1 2024 Reduced 51.25%
$0
$947,000 0.36% of portfolio
7,850
Q2 2023 Reduced 1.94%
$0
$825,000 0.32% of portfolio
2,674
Q3 2019 Reduced 9.57%
$0
$829,000 0.32% of portfolio
20,889
Q2 2024 Added 23.02%
$0
$772,000 0.3% of portfolio
43,648
Q2 2024 New
$0
$648,000 0.25% of portfolio
13,863
Q2 2024 Added 0.07%
$0
$609,000 0.23% of portfolio
17,127
Q2 2024 Reduced 0.59%
$0
$600,000 0.23% of portfolio
10,976
Q2 2024 Added 0.01%
$0
$584,000 0.22% of portfolio
5,489
Q2 2024 Reduced 17.32%
$0
$554,000 0.21% of portfolio
12,887
Q2 2024 Added 2.16%
$0
$480,000 0.18% of portfolio
8,483
Q2 2024 Added 34.25%
$0
$436,000 0.17% of portfolio
4,720
Q2 2024 Added 51.23%

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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