Strategic Family Wealth Counselors, L.L.C.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fairfield, NJ
CIK
0001729755
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 117 238,571 RBLX, SCHD, SCHG, SCHX 13F-HR 1/29/2024 000122107324000008
Q3 2023 110 208,068 RBLX, BSCN, SCHD, SCHG 13F-HR 11/13/2023 000122107323000081
Q2 2023 109 217,525 RBLX, BSCN, SCHD, SCHG 13F-HR 8/10/2023 000122107323000061
Q1 2023 107 211,143 RBLX, BSCN, SCHD, SCHG 13F-HR 5/15/2023 000122107323000048
Q4 2022 106 201,719 RBLX, BSCN, SCHD, PFE 13F-HR 1/25/2023 000122107323000012
Q3 2022 92 203,766 RBLX, BSCM, BSCN, SCHD 13F-HR 11/14/2022 000122107322000085
Q2 2022 97 208,413 RBLX, BSCM, BSCN, PFE 13F-HR 8/11/2022 000122107322000069
Q1 2022 101 248,083 RBLX, BSCM, ARKK, BSCN 13F-HR 5/3/2022 000122107322000032
Q4 2021 104 311,915 RBLX, ARKK, BSCM, SCHG 13F-HR 2/7/2022 000122107322000015
Q3 2021 98 292,349 RBLX, ARKK, BSCL, BSCM 13F-HR 11/8/2021 000122107321000112
Q2 2021 85 305,761 RBLX, ARKK, BSCL, UBER 13F-HR 7/29/2021 000122107321000079
Q1 2021 81 265,233 RBLX, ARKK, BSCL, UBER 13F-HR 5/10/2021 000122107321000056
Q4 2020 82 193,905 ARKK, UBER, BSCL, BSCM 13F-HR 2/16/2021 000122107321000021
Q3 2020 78 178,230 BSCK, ARKK, BSCL, UBER 13F-HR 10/26/2020 000122107320000144
Q2 2020 77 158,819 BSCK, BSCL, ARKK, UBER 13F-HR 7/13/2020 000122107320000110
Q1 2020 74 133,847 BSCK, BSCL, UBER, BSCM 13F-HR 4/16/2020 000122107320000053
Q4 2019 69 123,790 BSCK, BSCL, SPLV, PFE 13F-HR 1/17/2020 000122107320000003
Q3 2019 65 132,215 BSCJ, BSCK, SPLV, BSCL 13F-HR 10/17/2019 000122107319000101
Q2 2019 65 129,142 BSCJ, BSCK, SPLV, PFE 13F-HR 7/17/2019 000122107319000068
Q1 2019 69 123,688 BSCJ, BSCK, PFE, SPLV 13F-HR 4/26/2019 000122107319000051
Q4 2018 65 88,303 BSCJ, PFE, BSCK, SPLV 13F-HR 1/18/2019 000122107319000005