Strategic Family Wealth Counselors, L.L.C. Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$388.7B

Holdings

158

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
101
MOATVANECK ETF TRUST
4,719$467.7M0.12%
102
CGSDCAPITAL GRP FIXED INCM ETF T
17,623$457.8M0.12%
103
XLFSELECT SECTOR SPDR TR
8,202$441.9M0.11%
104
BXMTBLACKSTONE MTG TR INC
23,713$436.6M0.11%
105
AVUVAMERICAN CENTY ETF TR
4,366$434.5M0.11%
106
SYYSYSCO CORP
5,114$421.1M0.11%
107
IHDGWISDOMTREE TR
9,094$419.1M0.11%
108
BSCSINVESCO EXCH TRD SLF IDX FD
20,341$418.4M0.11%
109
BACBANK AMERICA CORP
7,998$412.6M0.11%
110
UPSTUPSTART HLDGS INC
7,992$406.0M0.10%
111
DONSPDR DOW JONES INDL AVERAGE
869$402.8M0.10%
112
FBNDFIDELITY MERRIMACK STR TR
8,638$399.4M0.10%
113
PWBINVESCO EXCHANGE TRADED FD T
3,040$381.3M0.10%
114
CLCOLGATE PALMOLIVE CO
4,709$376.5M0.10%
115
VXFVANGUARD INDEX FDS
1,753$367.0M0.09%
116
AQLTISHARES TR
2,572$365.5M0.09%
117
DGRWWISDOMTREE TR
4,070$362.1M0.09%
118
XOMEXXON MOBIL CORP
3,058$344.8M0.09%
119
AMGNAMGEN INC
1,208$340.9M0.09%
120
GSIEGOLDMAN SACHS ETF TR
8,117$333.7M0.09%
121
NFLXNETFLIX INC
277$332.1M0.09%
122
ORCLORACLE CORP
1,175$330.5M0.09%
123
BINCBLACKROCK ETF TRUST II
6,009$319.9M0.08%
124
BIVVANGUARD BD INDEX FDS
4,089$319.3M0.08%
125
TXNTEXAS INSTRS INC
1,605$294.9M0.08%
126
CSCOCISCO SYS INC
4,245$290.4M0.07%
127
USBUS BANCORP DEL
5,940$287.1M0.07%
128
HSYHERSHEY CO
1,534$287.0M0.07%
129
GQ9SPDR GOLD TR
773$274.8M0.07%
130
BSCTINVESCO EXCH TRD SLF IDX FD
13,833$260.2M0.07%
131
FULTFULTON FINL CORP PA
13,913$259.2M0.07%
132
PAYXPAYCHEX INC
2,022$256.3M0.07%
133
IJJISHARES TR
1,943$252.0M0.06%
134
TRVCCITIGROUP INC
2,483$252.0M0.06%
135
DYHTARGET CORP
2,745$246.2M0.06%
136
XLESELECT SECTOR SPDR TR
2,719$242.9M0.06%
137
FDVVFIDELITY COVINGTON TRUST
4,289$238.9M0.06%
138
NEENEXTERA ENERGY INC
3,020$228.0M0.06%
139
SSENTINELONE INC
12,893$227.0M0.06%Call
140
IBMINTERNATIONAL BUSINESS MACHS
804$226.9M0.06%
141
BBJPJ P MORGAN EXCHANGE TRADED F
3,402$225.6M0.06%
142
XLKSELECT SECTOR SPDR TR
800$225.5M0.06%
143
GBILGOLDMAN SACHS ETF TR
2,212$221.7M0.06%
144
RYROYAL BK CDA
1,500$221.0M0.06%
145
VTRSVIATRIS INC
21,394$211.8M0.05%
146
HDHOME DEPOT INC
517$209.7M0.05%
147
SOSOUTHERN CO
2,196$208.1M0.05%
148
WFCWELLS FARGO CO NEW
2,465$206.6M0.05%
149
LLYELI LILLY & CO
269$205.2M0.05%
150
ITWILLINOIS TOOL WKS INC
784$204.4M0.05%
151
MMM3M CO
1,310$203.3M0.05%
152
MDYSPDR S&P MIDCAP 400 ETF TR
340$202.7M0.05%
153
MRKMERCK & CO INC
2,403$201.7M0.05%
154
SYFIAB ACTIVE ETFS INC
5,554$200.7M0.05%
155
BSCUINVESCO EXCH TRD SLF IDX FD
10,871$183.7M0.05%
156
AVXLANAVEX LIFE SCIENCES CORP
14,545$129.5M0.03%Call
157
VODVODAFONE GROUP PLC NEW
10,881$126.2M0.03%
158
CLOVCLOVER HEALTH INVESTMENTS CO
12,263$37.5M0.01%
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