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CIK: 0001729755
Total reported value
$430.0M
$430.0M
124 檔
14.2%
As reported in its official Q2 2024 Form 13F filing, Strategic Family Wealth Counselors, L.L.C.'s tracked investment portfolio stood at $430.0M with 124 total positions.
During Q2 2024, Strategic Family Wealth Counselors, L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | Stock-Comm Services | 7.08% | -0.57% | -0.01% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.80% | +0.23% | +2.34% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.29% | -0.25% | +4.86% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.63% | +0.06% | +0.21% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 3.44% | -0.26% | +0.18% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.39% | +0.22% | +1.47% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.33% | +0.05% | +0.41% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.27% | +0.15% | +4.35% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.21% | -0.13% | +3.27% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.14% | +0.30% | +5.06% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.85% | — | +4.64% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.69% | -0.16% | +1.90% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.53% | -0.05% | +1.97% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-Other | 2.29% | -0.16% | +0.48% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.26% | -0.16% | -0.92% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.02% | -0.52% | |
| 17 | ARKK | Ark Innovation ETF | ETF-Other | 2.05% | +0.22% | -2.20% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.02% | — | -0.74% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | +0.24% | +5.65% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.89% | +0.06% | +0.73% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.87% | -0.32% | -0.09% | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.61% | — | -3.59% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.42% | -0.29% | +8.33% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.03% | +897.59% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.37% | -0.14% | +7.90% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.11% | +7.26% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 1.22% | -0.13% | +5.72% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.22% | +0.79% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.17% | -0.04% | +3.01% | |
| 30 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.13% | -0.26% | +0.08% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.05% | +8.87% | |
| 32 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.86% | -0.04% | -1.06% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.12% | +6.36% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | +0.06% | +1.18% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | -0.03% | -3.56% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.12% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.13% | +43.61% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.68% | — | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.22% | +23.27% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.68% | — | +0.25% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | — | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.60% | — | +0.02% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | +0.13% | +10.23% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.52% | -0.04% | — | |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.46% | — | -2.03% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | — | — | |
| 47 | TWLO | Twilio Inc - A | Stock-Tech | 0.45% | +0.10% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.05% | +1.51% | |
| 49 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.40% | — | — | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | — | — |
According to official SEC Form 13F filings, Strategic Family Wealth Counselors, L.L.C. reported a total U.S. public equity portfolio value of $430.0M across 124 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHG, SCHD) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (7.1%)、SCHG (4.8%)、SCHD (4.3%). The largest single position, RBLX, represented 7.1% of total portfolio value.
In Q2 2024, Strategic Family Wealth Counselors, L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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