Strategic Family Wealth Counselors, L.L.C. Portfolio Holdings

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $293 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $15.1M, Schwab Strategic Tr Us Large C with a value of $13.9M, Schwab Strategic Tr Us Dividen with a value of $12.9M, Spdr S&P 500 ETF Trust with a value of $10.8M, and Schwab Strategic Tr Us Large C with a value of $10.1M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $281M to 293M.

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 $293 Million
ETFs: $222 Million
Technology: $24.9 Million
Communication Services: $21.4 Million
Healthcare: $7.85 Million
Financial Services: $6.85 Million
Consumer Cyclical: $2.79 Million
Energy: $2.46 Million
Consumer Defensive: $2.06 Million
Other: $1.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $293 Million
  • Prior Value $281 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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