The Analysis of Strategic Family Wealth Counselors, L.L.C.'s Holdings
Currently, Strategic Family Wealth Counselors, L.L.C. holds 217 types of securities in its portfolio with a total value $445.5M. In the most recent quarter, they have increased their positions in NVDA (+31.6K shares, valued at $5.6M), MSFT (+8.9K shares, valued at $4.0M), AAPL (+14.5K shares, valued at $3.6M); decreased their positions in IBIT (-26.1K shares, valued at $1.3M), SHYM (-17.4K shares, valued at $389.8K), TWLO (-2.4K shares, valued at $287.3K); initiated new positions in N/A (+34.1K shares, valued at $2.0M), N/A (+83.9K shares, valued at $1.9M), BITB (+27.7K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RBLX ROBLOX CORP261.6K shares0.06%2025-12-312026-02-04
SCHG SCHWAB STRATEGIC TR531.8K shares1.83%2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR460.5K shares-1.65%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR18.8K shares-0.03%2025-12-312026-02-04 CGGR CAPITAL GROUP GROWTH ETF280.5K shares0.54%2025-12-312026-02-04 VYM VANGUARD WHITEHALL FDS83.8K shares3.04%2025-12-312026-02-04 NVDA NVIDIA CORPORATION67.4K shares88.06%2025-12-312026-02-04 SCHA SCHWAB STRATEGIC TR388.3K shares3.65%2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR436.7K shares0.26%2025-12-312026-02-04 SCHM SCHWAB STRATEGIC TR359.9K shares3.03%2025-12-312026-02-04 AAPL APPLE INC43.8K shares49.60%2025-12-312026-02-04 UBER UBER TECHNOLOGIES INC128.0K shares2.20%2025-12-312026-02-04 DLN WISDOMTREE TR119.3K shares5.22%2025-12-312026-02-04 SDY SPDR SERIES TRUST61.7K shares-1.82%2025-12-312026-02-04 VCRB VANGUARD MALVERN FDS108.6K shares37.35%2025-12-312026-02-04 VTV VANGUARD INDEX FDS42.7K shares8.92%2025-12-312026-02-04 MSFT MICROSOFT CORP17.5K shares102.80%2025-12-312026-02-04 CGCB CAPITAL GRP FIXED INCM ETF T297.6K shares45.86%2025-12-312026-02-04 ARKK ARK ETF TR97.3K shares2.90%2025-12-312026-02-04 FVD FIRST TR EXCHANGE-TRADED FD148.0K shares-2.47%2025-12-312026-02-04 IWF ISHARES TR15.0K shares3.82%2025-12-312026-02-04 SCHB SCHWAB STRATEGIC TR246.1K shares-0.37%2025-12-312026-02-04 AOR ISHARES TR92.9K shares0.11%2025-12-312026-02-04 CGMS CAPITAL GRP FIXED INCM ETF T197.2K shares4.39%2025-12-312026-02-04 COWZ PACER FDS TR78.6K shares-1.12%2025-12-312026-02-04 HDV ISHARES TR37.6K shares1.97%2025-12-312026-02-04 PFE PFIZER INC182.3K shares3.85%2025-12-312026-02-04 AMZN AMAZON COM INC19.9K shares124.62%2025-12-312026-02-04 VUG VANGUARD INDEX FDS9.5K shares4.22%2025-12-312026-02-04 JPST J P MORGAN EXCHANGE TRADED F82.5K shares-3.01%2025-12-312026-02-04 ALPHABET INC ALPHABET INC10.8K shares298.96%2025-12-312026-02-04 VO VANGUARD INDEX FDS11.5K shares4.51%2025-12-312026-02-04 VNLA JANUS DETROIT STR TR64.8K shares-1.44%2025-12-312026-02-04 VGT VANGUARD WORLD FD4.3K shares9.54%2025-12-312026-02-04 VB VANGUARD INDEX FDS11.1K shares4.28%2025-12-312026-02-04 BSCQ INVESCO EXCH TRD SLF IDX FD151.9K shares51.30%2025-12-312026-02-04 VT VANGUARD INTL EQUITY INDEX F20.0K shares4.64%2025-12-312026-02-04 V VISA INC8.5K shares14.36%2025-12-312026-02-04 ALPHABET INC ALPHABET INC8.3K shares241.37%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.8.7K shares53.75%2025-12-312026-02-04 BROADCOM INC BROADCOM INC7.6K shares236.41%2025-12-312026-02-04 META META PLATFORMS INC4.1K shares138.40%2025-12-312026-02-04 ACWI ISHARES TR16.0K shares0.11%2025-12-312026-02-04 VPLS VANGUARD MALVERN FDS28.7K shares0.68%2025-12-312026-02-04 GSLC GOLDMAN SACHS ETF TR16.7K shares0.03%2025-12-312026-02-04 CGDV CAPITAL GROUP DIVIDEND VALUE49.7K shares220.64%2025-12-312026-02-04 USMV ISHARES TR23.1K shares-2.36%2025-12-312026-02-04 SCHF SCHWAB STRATEGIC TR77.6K shares0.41%2025-12-312026-02-04 SCZ ISHARES TR23.9K shares-0.25%2025-12-312026-02-04 TSLA TESLA INC4.4K shares61.97%2025-12-312026-02-04 UTG REAVES UTIL INCOME FD49.7K shares31.58%2025-12-312026-02-04 CGGO CAPITAL GROUP GBL GROWTH EQT49.4K shares2.79%2025-12-312026-02-04 LLY ELI LILLY & CO1.7K shares524.16%2025-12-312026-02-04 IWR ISHARES TR16.9K shares0.00%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON6.9K shares82.37%2025-12-312026-02-04 SCHC SCHWAB STRATEGIC TR31.5K shares8.02%2025-12-312026-02-04 BSCR INVESCO EXCH TRD SLF IDX FD74.6K shares52.46%2025-12-312026-02-04 SHM SPDR SERIES TRUST29.7K shares0.00%2025-12-312026-02-04 BITB BITWISE BITCOIN ETF TR27.7K sharesnew addition2025-12-312026-02-04 TOTL SSGA ACTIVE ETF TR32.1K shares-3.91%2025-12-312026-02-04 DIS DISNEY WALT CO11.6K shares35.64%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW1.3K shares54.22%2025-12-312026-02-04 DON WISDOMTREE TR23.2K shares3.65%2025-12-312026-02-04 CGCP CAPITAL GRP FIXED INCM ETF T54.0K shares21.49%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO3.4K shares127.21%2025-12-312026-02-04 ABBV ABBVIE INC5.6K shares65.01%2025-12-312026-02-04 IWS ISHARES TR8.0K shares0.00%2025-12-312026-02-04 VBK VANGUARD INDEX FDS3.6K shares26.02%2025-12-312026-02-04 IVE ISHARES TR5.2K shares12.60%2025-12-312026-02-04 RS RELIANCE INC3.4K shares7.66%2025-12-312026-02-04 SPSK TIDAL TRUST I58.3K shares1.25%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC3.1K shares53.59%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC2.8K sharesnew addition2025-12-312026-02-04 IWV ISHARES TR2.7K shares0.00%2025-12-312026-02-04 JEPI J P MORGAN EXCHANGE TRADED F16.8K shares17.35%2025-12-312026-02-04 BAC BANK AMERICA CORP17.0K shares112.23%2025-12-312026-02-04 MCK MCKESSON CORP1.1K sharesnew addition2025-12-312026-02-04 TWLO TWILIO INC7.2K shares-25.08%2025-12-312026-02-04 IVW ISHARES TR7.1K shares0.00%2025-12-312026-02-04 MA MASTERCARD INCORPORATED1.6K sharesnew addition2025-12-312026-02-04 IVV ISHARES TR1.3K shares0.00%2025-12-312026-02-04 T AT&T INC35.6K shares58.91%2025-12-312026-02-04 EATON CORP PLC EATON CORP PLC2.5K sharesnew addition2025-12-312026-02-04 RDVY FIRST TR EXCHANGE TRADED FD11.6K shares0.01%2025-12-312026-02-04 IJT ISHARES TR5.5K shares-0.15%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares0.00%2025-12-312026-02-04 WMT WALMART INC6.3K sharesnew addition2025-12-312026-02-04 SIXG ETF SER SOLUTIONS11.4K shares0.10%2025-12-312026-02-04 ORCL ORACLE CORP3.9K shares232.51%2025-12-312026-02-04 WFC WELLS FARGO CO NEW8.1K shares228.80%2025-12-312026-02-04 FNDF SCHWAB STRATEGIC TR15.0K shares0.00%2025-12-312026-02-04 BXMT BLACKSTONE MTG TR INC35.7K shares50.55%2025-12-312026-02-04 BKNG BOOKING HOLDINGS INC136 sharesnew addition2025-12-312026-02-04 MEDTRONIC PLC MEDTRONIC PLC6.5K sharesnew addition2025-12-312026-02-04 MUB ISHARES TR5.5K shares0.00%2025-12-312026-02-04 IWD ISHARES TR2.7K shares7.57%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR5.5K shares26.80%2025-12-312026-02-04 AOA ISHARES TR6.5K shares0.00%2025-12-312026-02-04 UNP UNION PAC CORP2.6K shares9.04%2025-12-312026-02-04 TRV TRAVELERS COMPANIES INC2.1K sharesnew addition2025-12-312026-02-04 PGR PROGRESSIVE CORP2.7K sharesnew addition2025-12-312026-02-04 BSCS INVESCO EXCH TRD SLF IDX FD26.4K shares29.84%2025-12-312026-02-04 TGT TARGET CORP4.9K shares79.85%2025-12-312026-02-04 GM GENERAL MTRS CO6.9K sharesnew addition2025-12-312026-02-04 GL GLOBE LIFE INC3.9K sharesnew addition2025-12-312026-02-04 LINDE PLC LINDE PLC1.2K sharesnew addition2025-12-312026-02-04 XOM EXXON MOBIL CORP4.0K shares31.33%2025-12-312026-02-04 SCHV SCHWAB STRATEGIC TR17.0K shares0.00%2025-12-312026-02-04 GRMN GARMIN LTD2.6K sharesnew addition2025-12-312026-02-04 MOAT VANECK ETF TRUST4.8K shares1.72%2025-12-312026-02-04 USB US BANCORP DEL9.3K shares56.46%2025-12-312026-02-04 MS MORGAN STANLEY2.8K sharesnew addition2025-12-312026-02-04 INTU INTUIT935 sharesnew addition2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC12.3K shares-12.86%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC2.8K shares1.00%2025-12-312026-02-04 XLY SELECT SECTOR SPDR TR4.0K shares100.00%2025-12-312026-02-04 WRBY WARBY PARKER INC17.4K shares0.83%2025-12-312026-02-04 CGSD CAPITAL GRP FIXED INCM ETF T17.6K shares0.00%2025-12-312026-02-04 IHDG WISDOMTREE TR9.1K shares0.01%2025-12-312026-02-04 FDX FEDEX CORP1.5K sharesnew addition2025-12-312026-02-04 TXN TEXAS INSTRS INC2.4K shares46.85%2025-12-312026-02-04 XLF SELECT SECTOR SPDR TR8.2K shares0.21%2025-12-312026-02-04 VRTX VERTEX PHARMACEUTICALS INC987 sharesnew addition2025-12-312026-02-04 DE DEERE & CO851 sharesnew addition2025-12-312026-02-04 RRX REGAL REXNORD CORPORATION2.8K sharesnew addition2025-12-312026-02-04 SCHH SCHWAB STRATEGIC TR19.3K shares-19.72%2025-12-312026-02-04 DG DOLLAR GEN CORP NEW2.8K sharesnew addition2025-12-312026-02-04 BPOP POPULAR INC3.3K sharesnew addition2025-12-312026-02-04 CL COLGATE PALMOLIVE CO4.8K shares1.53%2025-12-312026-02-04 BSCT INVESCO EXCH TRD SLF IDX FD21.4K shares55.06%2025-12-312026-02-04 CMCSA COMCAST CORP NEW14.2K sharesnew addition2025-12-312026-02-04 PWB INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-12-312026-02-04 NEE NEXTERA ENERGY INC4.8K shares57.72%2025-12-312026-02-04 FBND FIDELITY MERRIMACK STR TR8.6K shares0.00%2025-12-312026-02-04 NOW SERVICENOW INC3.1K sharesnew addition2025-12-312026-02-04 BINC BLACKROCK ETF TRUST II7.3K shares21.73%2025-12-312026-02-04 VXF VANGUARD INDEX FDS1.8K shares0.11%2025-12-312026-02-04 AMGN AMGEN INC1.2K shares-4.72%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS1.3K shares62.19%2025-12-312026-02-04 VLO VALERO ENERGY CORP2.1K sharesnew addition2025-12-312026-02-04 GEV GE VERNOVA INC551 sharesnew addition2025-12-312026-02-04 DVY ISHARES TR2.6K shares0.00%2025-12-312026-02-04 COP CONOCOPHILLIPS3.9K sharesnew addition2025-12-312026-02-04 IBIT ISHARES BITCOIN TRUST ETF7.2K shares-78.32%2025-12-312026-02-04 SYK STRYKER CORPORATION1.0K sharesnew addition2025-12-312026-02-04 DGRW WISDOMTREE TR4.1K shares0.02%2025-12-312026-02-04 QCOM QUALCOMM INC2.4K sharesnew addition2025-12-312026-02-04 GBIL GOLDMAN SACHS ETF TR3.6K shares62.21%2025-12-312026-02-04 UPST UPSTART HLDGS INC8.0K shares0.00%2025-12-312026-02-04 MCD MCDONALDS CORP1.2K sharesnew addition2025-12-312026-02-04 GSIE GOLDMAN SACHS ETF TR8.1K shares0.00%2025-12-312026-02-04 GLD SPDR GOLD TR778 shares0.65%2025-12-312026-02-04 CRM SALESFORCE INC1.5K sharesnew addition2025-12-312026-02-04 BIV VANGUARD BD INDEX FDS4.3K shares4.11%2025-12-312026-02-04 ADBE ADOBE INC1.1K sharesnew addition2025-12-312026-02-04 BSCU INVESCO EXCH TRD SLF IDX FD18.9K shares74.22%2025-12-312026-02-04 SYY SYSCO CORP4.1K shares-19.81%2025-12-312026-02-04 HSY HERSHEY CO1.6K shares2.74%2025-12-312026-02-04 AMP AMERIPRISE FINL INC631 sharesnew addition2025-12-312026-02-04 VNT VONTIER CORPORATION8.5K sharesnew addition2025-12-312026-02-04 CSCO CISCO SYS INC4.2K shares-1.22%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-12-312026-02-04 LOW LOWES COS INC1.1K sharesnew addition2025-12-312026-02-04 NTNX NUTANIX INC7.0K sharesnew addition2025-12-312026-02-04 NFLX NETFLIX INC3.5K shares1146.93%2025-12-312026-02-04 ALL ALLSTATE CORP1.6K sharesnew addition2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC541 sharesnew addition2025-12-312026-02-04 DAL DELTA AIR LINES INC DEL4.2K sharesnew addition2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE575 shares-33.83%2025-12-312026-02-04 FULT FULTON FINL CORP PA13.9K shares0.00%2025-12-312026-02-04 R RYDER SYS INC1.4K sharesnew addition2025-12-312026-02-04 VTRS VIATRIS INC21.4K shares0.00%2025-12-312026-02-04 HD HOME DEPOT INC717 shares38.68%2025-12-312026-02-04 VRT VERTIV HOLDINGS CO1.5K sharesnew addition2025-12-312026-02-04 IJJ ISHARES TR1.9K shares-0.41%2025-12-312026-02-04 XLE SELECT SECTOR SPDR TR5.4K shares100.07%2025-12-312026-02-04 KR KROGER CO4.1K sharesnew addition2025-12-312026-02-04 VNQ VANGUARD INDEX FDS2.8K sharesnew addition2025-12-312026-02-04 ELV ELEVANCE HEALTH INC FORMERLY694 sharesnew addition2025-12-312026-02-04 RY ROYAL BK CDA1.5K shares0.00%2025-12-312026-02-04 REGN REGENERON PHARMACEUTICALS334 sharesnew addition2025-12-312026-02-04 SNOW SNOWFLAKE INC1.2K sharesnew addition2025-12-312026-02-04 FLS FLOWSERVE CORP3.2K sharesnew addition2025-12-312026-02-04 VOE VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-02-04 BA BOEING CO954 sharesnew addition2025-12-312026-02-04 WTW WILLIS TOWERS WATSON PLC LTD731 sharesnew addition2025-12-312026-02-04 FDVV FIDELITY COVINGTON TRUST4.1K shares-5.46%2025-12-312026-02-04 EG EVEREST GROUP LTD717 sharesnew addition2025-12-312026-02-04 HON HONEYWELL INTL INC1.1K sharesnew addition2025-12-312026-02-04 BFH BREAD FINANCIAL HOLDINGS INC3.2K sharesnew addition2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR1.6K shares100.00%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO1.5K sharesnew addition2025-12-312026-02-04 BELFB BEL FUSE INC1.1K sharesnew addition2025-12-312026-02-04 ROBO EXCHANGE TRADED CONCEPTS TRU3.1K sharesnew addition2025-12-312026-02-04 PAYX PAYCHEX INC2.0K shares0.10%2025-12-312026-02-04 MDY SPDR S&P MIDCAP 400 ETF TR341 shares0.29%2025-12-312026-02-04 PLD PROLOGIS INC.1.6K sharesnew addition2025-12-312026-02-04 INSM INSMED INC1.3K sharesnew addition2025-12-312026-02-04 MMM 3M CO1.3K shares0.00%2025-12-312026-02-04 RTX RTX CORPORATION1.0K sharesnew addition2025-12-312026-02-04 SHYM BLACKROCK ETF TRUST II9.1K shares-65.85%2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2025-12-312026-02-04 SOXX ISHARES TR594 sharesnew addition2025-12-312026-02-04 SYFI AB ACTIVE ETFS INC5.6K shares0.00%2025-12-312026-02-04 CLOV CLOVER HEALTH INVESTMENTS CO12.3K shares0.00%2025-12-312026-02-04 MIST MILESTONE PHARMACEUTICALS IN12.7K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available