Strategic Family Wealth Counselors, L.L.C. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$307.1B
Holdings
137
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COPCONOCOPHILLIPS | 3,604 | $357.4M | 0.12% | |
| 102 | BACBANK AMERICA CORP | 8,043 | $353.5M | 0.12% | |
| 103 | AXPAMERICAN EXPRESS CO | 1,177 | $349.3M | 0.11% | |
| 104 | DYHTARGET CORP | 2,522 | $340.9M | 0.11% | |
| 105 | AQLTISHARES TR | 2,465 | $323.6M | 0.11% | |
| 106 | PWBINVESCO EXCHANGE TRADED FD T | 3,119 | $317.3M | 0.10% | |
| 107 | DGRWWISDOMTREE TR | 3,697 | $299.2M | 0.10% | |
| 108 | PAYXPAYCHEX INC | 2,132 | $298.9M | 0.10% | |
| 109 | AVGOBROADCOM INC | 1,285 | $297.9M | 0.10% | |
| 110 | AOAISHARES TR | 3,831 | $293.5M | 0.10% | |
| 111 | CGDGCAPITAL GROUP DIVIDEND VALUE | 8,316 | $293.2M | 0.10% | |
| 112 | VXFVANGUARD INDEX FDS | 1,532 | $291.1M | 0.09% | |
| 113 | USBUS BANCORP DEL | 6,018 | $287.8M | 0.09% | |
| 114 | AMGNAMGEN INC | 1,072 | $279.4M | 0.09% | |
| 115 | GSIEGOLDMAN SACHS ETF TR | 8,090 | $269.7M | 0.09% | |
| 116 | VTRSVIATRIS INC | 21,608 | $269.0M | 0.09% | |
| 117 | SCHHSCHWAB STRATEGIC TR | 12,487 | $263.0M | 0.09% | |
| 118 | CSCOCISCO SYS INC | 4,406 | $260.8M | 0.08% | |
| 119 | HSYHERSHEY CO | 1,533 | $259.7M | 0.08% | |
| 120 | DFSEURDISCOVER FINL SVCS | 1,437 | $248.9M | 0.08% | |
| 121 | VLYVALLEY NATL BANCORP | 26,141 | $236.8M | 0.08% | |
| 122 | FNDFSCHWAB STRATEGIC TR | 6,544 | $217.3M | 0.07% | |
| 123 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,515 | $212.5M | 0.07% | |
| 124 | XLESELECT SECTOR SPDR TR | 2,470 | $211.6M | 0.07% | |
| 125 | BIVVANGUARD BD INDEX FDS | 2,818 | $210.6M | 0.07% | |
| 126 | LLYELI LILLY & CO | 271 | $209.2M | 0.07% | |
| 127 | FDVVFIDELITY COVINGTON TRUST | 4,188 | $209.2M | 0.07% | |
| 128 | TRVCCITIGROUP INC | 2,960 | $208.3M | 0.07% | |
| 129 | MAMASTERCARD INCORPORATED | 389 | $204.8M | 0.07% | |
| 130 | CVXCHEVRON CORP NEW | 1,411 | $204.4M | 0.07% | |
| 131 | SOXXISHARES TR | 940 | $202.5M | 0.07% | |
| 132 | NEENEXTERA ENERGY INC | 2,822 | $202.3M | 0.07% | |
| 133 | MRKMERCK & CO INC | 2,023 | $201.3M | 0.07% | |
| 134 | MDYSPDR S&P MIDCAP 400 ETF TR | 352 | $200.4M | 0.07% | |
| 135 | BXMTBLACKSTONE MTG TR INC | 11,382 | $198.2M | 0.06% | |
| 136 | VODVODAFONE GROUP PLC NEW | 10,786 | $91.6M | 0.03% | |
| 137 | CLOVCLOVER HEALTH INVESTMENTS CO | 12,263 | $38.6M | 0.01% |
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