Strategic Family Wealth Counselors, L.L.C. Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$307.6B
Holdings
137
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DONSPDR DOW JONES INDL AVERAGE | 867 | $364.0M | 0.12% | |
| 102 | AXPAMERICAN EXPRESS CO | 1,316 | $354.1M | 0.12% | |
| 103 | AMGNAMGEN INC | 1,131 | $352.4M | 0.11% | |
| 104 | BACBANK AMERICA CORP | 8,279 | $345.5M | 0.11% | |
| 105 | GOOGLALPHABET INC | 2,181 | $337.3M | 0.11% | |
| 106 | AQLTISHARES TR | 2,468 | $331.4M | 0.11% | |
| 107 | PAYXPAYCHEX INC | 2,131 | $328.8M | 0.11% | |
| 108 | WRBYWARBY PARKER INC | 17,306 | $315.5M | 0.10% | |
| 109 | BIVVANGUARD BD INDEX FDS | 4,089 | $313.1M | 0.10% | |
| 110 | XOMEXXON MOBIL CORP | 2,609 | $310.3M | 0.10% | |
| 111 | GBILGOLDMAN SACHS ETF TR | 3,021 | $302.6M | 0.10% | |
| 112 | PWBINVESCO EXCHANGE TRADED FD T | 3,119 | $299.5M | 0.10% | |
| 113 | DGRWWISDOMTREE TR | 3,698 | $295.3M | 0.10% | |
| 114 | AOAISHARES TR | 3,831 | $293.1M | 0.10% | |
| 115 | TXNTEXAS INSTRS INC | 1,612 | $289.7M | 0.09% | |
| 116 | GSIEGOLDMAN SACHS ETF TR | 8,100 | $288.8M | 0.09% | |
| 117 | CVXCHEVRON CORP NEW | 1,703 | $284.9M | 0.09% | |
| 118 | CSCOCISCO SYS INC | 4,609 | $284.4M | 0.09% | |
| 119 | BSCRINVESCO EXCH TRD SLF IDX FD | 13,852 | $271.4M | 0.09% | |
| 120 | DYHTARGET CORP | 2,581 | $269.4M | 0.09% | |
| 121 | VXFVANGUARD INDEX FDS | 1,527 | $263.1M | 0.09% | |
| 122 | HSYHERSHEY CO | 1,535 | $262.6M | 0.09% | |
| 123 | PLTRPALANTIR TECHNOLOGIES INC | 3,070 | $259.1M | 0.08% | |
| 124 | LLYELI LILLY & CO | 309 | $255.2M | 0.08% | |
| 125 | USBUS BANCORP DEL | 6,028 | $254.5M | 0.08% | |
| 126 | FULTFULTON FINL CORP PA | 13,913 | $251.7M | 0.08% | |
| 127 | XLESELECT SECTOR SPDR TR | 2,519 | $235.4M | 0.08% | |
| 128 | VBKVANGUARD INDEX FDS | 912 | $229.6M | 0.07% | |
| 129 | GQ9SPDR GOLD TR | 783 | $225.6M | 0.07% | |
| 130 | NEENEXTERA ENERGY INC | 3,007 | $213.2M | 0.07% | |
| 131 | TRVCCITIGROUP INC | 2,985 | $211.9M | 0.07% | |
| 132 | MAMASTERCARD INCORPORATED | 385 | $211.0M | 0.07% | |
| 133 | FDVVFIDELITY COVINGTON TRUST | 4,223 | $209.5M | 0.07% | |
| 134 | VTRSVIATRIS INC | 21,498 | $187.2M | 0.06% | |
| 135 | VODVODAFONE GROUP PLC NEW | 10,882 | $102.0M | 0.03% | |
| 136 | AVXLANAVEX LIFE SCIENCES CORP | 10,518 | $90.2M | 0.03% | Call |
| 137 | CLOVCLOVER HEALTH INVESTMENTS CO | 12,263 | $44.0M | 0.01% |
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