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CIK: 0001729755
Total reported value
$430.0M
$430.0M
137 檔
14.6%
In Q4 2024, Strategic Family Wealth Counselors, L.L.C.'s U.S. equity holdings reached a combined market value of $430.0M, distributed across 137 disclosed stock positions.
During Q4 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 | 4.92% | -0.57% | +0.02% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.54% | +0.23% | +301.10% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.21% | -0.25% | +194.34% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.51% | +0.05% | +2.79% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.28% | -0.13% | +4.06% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.27% | +0.06% | +196.76% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.26% | +0.22% | +1.39% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.16% | +0.15% | +209.10% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.10% | +0.30% | +105.23% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.00% | — | +5.80% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.70% | -0.05% | +5.15% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.50% | -0.16% | -0.61% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.45% | -0.26% | +0.32% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.02% | +9.53% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 2.24% | -0.16% | +1.04% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.10% | +0.24% | +9.78% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.03% | -0.16% | -0.23% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.90% | — | +202.00% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.88% | +0.06% | +3.50% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 1.86% | +0.22% | -14.58% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.67% | -0.04% | +56.30% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.03% | +17.12% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.56% | -0.14% | +15.28% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.52% | -0.32% | -0.13% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.43% | -0.29% | +13.47% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.42% | -0.15% | +507.67% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 1.26% | -0.13% | -7.25% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.11% | +11.98% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.12% | +2.08% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | +0.22% | +0.38% | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 1.01% | -0.08% | +122.47% | |
| 32 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.95% | -0.11% | +77.30% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.05% | +2.94% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.13% | +12.70% | |
| 35 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.91% | -0.26% | -10.29% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | +0.06% | +7.16% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.12% | +0.41% | |
| 38 | TWLO | Twilio Inc - A | Stock-Tech | 0.74% | +0.10% | -0.32% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.22% | +5.12% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.69% | -0.03% | -0.80% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.62% | — | +0.04% | |
| 42 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.60% | -0.28% | — | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.57% | +0.13% | +5.13% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.56% | — | — | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | — | +56.71% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.05% | +29.95% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.49% | -0.03% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | — | +2.27% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.47% | — | -0.06% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | — | +70.32% |
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 137 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHG, SCHD) accounted for 14.6% of total reported equity market value during Q4 2024.
During Q4 2024, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (4.9%)、SCHG (4.5%)、SCHD (4.2%). The largest single position, RBLX, represented 4.9% of total portfolio value.
In Q4 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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