Strategic Family Wealth Counselors, L.L.C. Portfolio Holdings
Q3 2025•158 long positions•$388.6M portfolio value
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Holding161 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Electronic Gaming & Multimedia Technology | $36.2M 9.32% | — | 0.038% 261.4K shares | — | — | $96.0B Large Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $16.7M 4.29% | -$65.5K Sold | — 522.3K shares | 524.3K → 522.3K −$65.5K | -0.39% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.8M 3.29% | +$71.1K Bought | — 468.2K shares | 465.6K → 468.2K +$71.1K | +0.56% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.5M 3.23% | -$5.3K Sold | — 18.8K shares | 18.8K → 18.8K −$5.3K | -0.04% | — — | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $12.3M 3.16% | +$68.6K Bought | 0.006% 125.2K shares | 124.5K → 125.2K +$68.6K | +0.56% | $204.31B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $12.3M 3.15% | +$137.7K Bought | — 279.0K shares | 275.9K → 279.0K +$137.7K | +1.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.5M 2.95% | +$8.1K Bought | — 435.5K shares | 435.2K → 435.5K +$8.1K | +0.07% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.5M 2.95% | +$237.8K Bought | — 81.3K shares | 79.6K → 81.3K +$237.8K | +2.12% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.5M 2.69% | -$10.9K Sold | — 374.6K shares | 375.0K → 374.6K −$10.9K | -0.1% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.4M 2.66% | -$37.5K Sold | — 349.3K shares | 350.6K → 349.3K −$37.5K | -0.36% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.2M 2.62% | +$202.4K Bought | — 53.7K shares | 52.6K → 53.7K +$202.4K | +2.03% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $9.9M 2.54% | +$158.8K Bought | — 113.4K shares | 111.5K → 113.4K +$158.8K | +1.64% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.8M 2.26% | +$168.8K Bought | — 62.8K shares | 61.6K → 62.8K +$168.8K | +1.96% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.2M 2.1% | -$151.7K Sold | — 94.6K shares | 96.3K → 94.6K −$151.7K | -1.82% | — — | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $7.5M 1.92% | -$445.9K Sold | 0.0% 29.3K shares | 31.0K → 29.3K −$445.9K | -5.64% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.3M 1.88% | +$61.7K Bought | — 39.2K shares | 38.8K → 39.2K +$61.7K | +0.85% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.0M 1.81% | -$256.2K Sold | — 151.8K shares | 157.3K → 151.8K −$256.2K | -3.52% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.8M 1.74% | +$57.1K Bought | — 14.5K shares | 14.3K → 14.5K +$57.1K | +0.85% | — — | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $6.7M 1.72% | -$11.4K Sold | 0.0% 35.8K shares | 35.9K → 35.8K −$11.4K | -0.17% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.5M 1.67% | -$20.4K Sold | — 88.3K shares | 88.5K → 88.3K −$20.4K | -0.31% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.4M 1.63% | -$82.1K Sold | — 247.0K shares | 250.2K → 247.0K −$82.1K | -1.28% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.2M 1.6% | +$1.3M Bought | — 79.1K shares | 63.1K → 79.1K +$1.3M | +25.28% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.0M 1.54% | +$169.3K Bought | — 92.8K shares | 90.2K → 92.8K +$169.3K | +2.91% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $5.4M 1.4% | +$851.5K Bought | — 204.1K shares | 172.0K → 204.1K +$851.5K | +18.62% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.2M 1.35% | +$156.7K Bought | — 188.9K shares | 183.3K → 188.9K +$156.7K | +3.08% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.6M 1.18% | +$29.4K Bought | — 79.4K shares | 78.9K → 79.4K +$29.4K | +0.65% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.5M 1.16% | +$74.1K Bought | — 36.9K shares | 36.3K → 36.9K +$74.1K | +1.67% | — — | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $4.5M 1.15% | -$2.6K Sold | 0.0% 8.6K shares | 8.7K → 8.6K −$2.6K | -0.06% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $4.5M 1.15% | -$5.3K Sold | 0.003% 175.5K shares | 175.7K → 175.5K −$5.3K | -0.12% | $144.87B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.4M 1.13% | +$204.3K Bought | — 9.1K shares | 8.7K → 9.1K +$204.3K | +4.9% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.3M 1.11% | -$42.9K Sold | — 85.0K shares | 85.9K → 85.0K −$42.9K | -0.98% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.9M 1.0% | -$33.6K Sold | — 6.5K shares | 6.5K → 6.5K −$33.6K | -0.86% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.6M 0.925% | +$202.1K Bought | — 5.9K shares | 5.5K → 5.9K +$202.1K | +5.96% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.2M 0.834% | +$14.5K Bought | — 65.8K shares | 65.5K → 65.8K +$14.5K | +0.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 0.833% | +$214.4K Bought | — 11.0K shares | 10.3K → 11.0K +$214.4K | +7.09% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.9M 0.751% | +$263.6K Bought | — 3.9K shares | 3.6K → 3.9K +$263.6K | +9.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 0.694% | +$77.6K Bought | — 10.6K shares | 10.3K → 10.6K +$77.6K | +2.96% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.6M 0.678% | +$108.2K Bought | — 19.1K shares | 18.3K → 19.1K +$108.2K | +4.28% | — — | Q1 2019 Held for 6y 8m | |
Financial - Credit Services Financial Services | $2.5M 0.654% | -$682.8 Sold | 0.0% 7.4K shares | 7.4K → 7.4K −$682.8 | -0.03% | $662.60B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.2M 0.578% | -$89.2K Sold | — 23.6K shares | 24.5K → 23.6K −$89.2K | -3.82% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.2M 0.577% | +$116.5K Bought | — 28.5K shares | 27.1K → 28.5K +$116.5K | +5.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.569% | +$19.8K Bought | — 16.0K shares | 15.9K → 16.0K +$19.8K | +0.9% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 0.559% | +$260.6 Bought | — 16.7K shares | 16.7K → 16.7K +$260.6 | +0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.558% | +$9.2K Bought | — 33.4K shares | 33.2K → 33.4K +$9.2K | +0.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.519% | +$26.3K Bought | — 80.4K shares | 79.4K → 80.4K +$26.3K | +1.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.505% | +$386.5K Bought | — 100.4K shares | 80.7K → 100.4K +$386.5K | +24.5% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $1.9M 0.501% | +$2.6K Bought | 0.0% 8.9K shares | 8.9K → 8.9K +$2.6K | +0.14% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.8M 0.473% | -$35.0K Sold | — 23.9K shares | 24.4K → 23.9K −$35.0K | -1.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.463% | -$23.3 Sold | — 77.2K shares | 77.2K → 77.2K −$23.3 | -0.0% | — — | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $1.8M 0.459% | -$315.4 Sold | 0.0% 5.7K shares | 5.7K → 5.7K −$315.4 | -0.02% | $867.35B Mega Cap | Q1 2021 Held for 4y 8m |
