Filer Name: STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CIK: 1729755
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 137
Portfolio Value: $0.31B

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

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RBLX US ROBLOX CORP -CLASS A 261,426 $15M 4.92% 0.0% -
SCHG US SCHWAB US LARGE-CAP GROWTH 500,031 $14M 4.54% 301.1% -
SCHD US SCHWAB US DVD EQUITY ETF 473,174 $13M 4.21% 194.3% -
SPY US SPDR S&P 500 ETF TRUST 18,376 $11M 3.51% 2.8% -
VYM US VANGUARD HIGH DVD YIELD ETF 78,982 $10M 3.28% 4.1% -
SCHX US SCHWAB US LARGE-CAP ETF 433,814 $10M 3.27% 196.8% -
CGGR US CAP GROUP GROWTH EQUITY 269,719 $10M 3.26% 1.4% -
SCHM US SCHWAB US MID CAP ETF 349,996 $10M 3.16% 209.1% -
SCHA US SCHWAB US SMALL-CAP ETF 367,870 $10M 3.10% 105.2% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 52,641 $9M 3.00% 5.8% -
DLN US WISDOMTREE US LARGECAP DIVID 106,631 $8M 2.70% 5.2% -
SDY US SPDR S&P DIVIDEND ETF 58,224 $8M 2.50% -0.6% -
UBER US UBER TECHNOLOGIES INC 124,780 $8M 2.45% 0.3% -
AAPL US APPLE INC 29,854 $7M 2.43% 9.5% -
FVD US FIRST TRUST VALUE LINE DVD 157,333 $7M 2.24% 1.0% -
VTV US VANGUARD VALUE ETF 38,158 $6M 2.10% 9.8% -
SPLV US INVESCO S&P 500 LOW VOLATILI 89,180 $6M 2.03% -0.2% -
SCHB US SCHWAB US BROAD MARKET ETF 256,717 $6M 1.90% 202.0% -
IWF US ISHARES RUSSELL 1000 GROWTH 14,412 $6M 1.88% 3.5% -
ARKK US ARK INNOVATION ETF 100,758 $6M 1.86% -14.6% -
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