Notify me when Strategic Family Wealth Counselors, L.L.C. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 217 | $445,512,820 | +$79,426,804 | -$8,693,088 | +$70,733,716 | RBLX, SCHG, SCHD, SPY, CGGR | 13F-HR | 04 Feb 2026, 17:13 |
| Q3 2025 | 158 | $388,565,149 | +$11,777,539 | -$3,567,694 | +$8,209,845 | RBLX, SCHG, SCHD, SPY, UBER | 13F-HR | 07 Nov 2025, 17:45 |
| Q2 2025 | 146 | $350,970,031 | +$11,229,916 | -$4,666,207 | +$6,563,709 | RBLX, SCHG, SCHD, SPY, UBER | 13F-HR | 13 Aug 2025, 17:23 |
| Q1 2025 | 137 | $307,553,790 | +$13,770,237 | -$5,182,032 | +$8,588,205 | RBLX, SCHD, SCHG, SPY, VYM | 13F-HR | 08 May 2025, 15:48 |
| Q4 2024 | 137 | $307,134,639 | +$71,225,611 | -$13,120,042 | +$58,105,569 | RBLX, SCHG, SCHD, SPY, VYM | 13F-HR | 06 Feb 2025, 20:41 |
| Q3 2024 | 133 | $285,800,766 | +$16,802,218 | -$12,595,633 | +$4,206,585 | SCHD, SCHG, RBLX, SPY, SCHX | 13F-HR | 31 Oct 2024, 17:48 |
| Q2 2024 | 124 | $262,961,469 | +$14,260,553 | -$1,409,955 | +$12,850,598 | RBLX, SCHG, SCHD, SCHX, UBER | 13F-HR | 14 Aug 2024, 11:49 |
| Q1 2024 | 118 | $253,106,272 | +$11,584,021 | -$8,002,349 | +$3,581,672 | RBLX, SCHG, SCHD, UBER, SCHX | 13F-HR | 14 May 2024, 14:08 |
| Q4 2023 | 117 | $238,571,803 | +$15,748,020 | -$13,530,506 | +$2,217,514 | RBLX, SCHD, SCHG, SCHX, SPY | 13F-HR | 29 Jan 2024, 13:28 |
| Q3 2023 | 110 | $208,068,659 | +$4,631,905 | -$913,421 | +$3,718,484 | RBLX, BSCN, SCHD, SCHG, SCHX | 13F-HR | 13 Nov 2023, 11:03 |
| Q2 2023 | 109 | $217,525,232 | +$3,259,710 | -$2,855,598 | +$404,112 | RBLX, BSCN, SCHD, SCHG, SCHX | 13F-HR | 10 Aug 2023, 17:19 |
| Q1 2023 | 106 | $210,879,893 | +$12,561,076 | -$18,671,505 | -$6,110,429 | RBLX, BSCN, SCHD, SCHG, PFE | 13F-HR | 15 May 2023, 18:37 |
| Q4 2022 | 104 | $201,291,637 | +$25,616,503 | -$31,492,527 | -$5,876,024 | RBLX, BSCN, SCHD, PFE, SCHG | 13F-HR | 25 Jan 2023, 18:28 |
| Q3 2022 | 91 | $203,659,000 | +$4,270,424 | -$2,801,605 | +$1,468,819 | RBLX, BSCM, BSCN, SCHD, PFE | 13F-HR | 10 Nov 2022, 21:12 |
| Q2 2022 | 97 | $208,413,000 | +$6,773,792 | -$6,136,082 | +$637,710 | RBLX, BSCM, BSCN, PFE, SCHD | 13F-HR | 11 Aug 2022, 17:02 |
| Q1 2022 | 101 | $248,083,000 | +$25,838,277 | -$14,475,769 | +$11,362,508 | RBLX, BSCM, ARKK, BSCN, PFE | 13F-HR | 03 May 2022, 21:04 |
| Q4 2021 | 104 | $311,915,000 | +$37,436,888 | -$45,601,349 | -$8,164,461 | RBLX, ARKK, BSCM, SCHG, PFE | 13F-HR | 07 Feb 2022, 20:07 |
| Q3 2021 | 96 | $292,134,000 | +$14,148,744 | -$6,473,401 | +$7,675,343 | RBLX, ARKK, BSCL, BSCM, SCHG | 13F-HR | 08 Nov 2021, 20:35 |
| Q2 2021 | 84 | $305,761,000 | +$9,090,910 | -$1,906,681 | +$7,184,229 | RBLX, ARKK, BSCL, UBER, TWLO | 13F-HR | 29 Jul 2021, 16:10 |
| Q1 2021 | 81 | $265,233,000 | +$78,012,178 | -$6,823,214 | +$71,188,964 | RBLX, ARKK, BSCL, UBER, BSCM | 13F-HR | 10 May 2021, 17:14 |
| Q4 2020 | 80 | $188,565,000 | +$16,118,041 | -$25,088,858 | -$8,970,817 | ARKK, UBER, BSCL, BSCM, SCHG | 13F-HR | 16 Feb 2021, 17:28 |
| Q3 2020 | 75 | $173,945,000 | +$15,533,555 | -$6,234,740 | +$9,298,815 | BSCK, ARKK, BSCL, UBER, BSCM | 13F-HR | 26 Oct 2020, 10:21 |
| Q2 2020 | 75 | $156,028,000 | +$20,581,731 | -$6,943,891 | +$13,637,840 | BSCK, BSCL, ARKK, UBER, BSCM | 13F-HR | 13 Jul 2020, 17:03 |
| Q1 2020 | 71 | $126,631,000 | +$33,757,290 | -$10,655,155 | +$23,102,135 | BSCK, BSCL, UBER, BSCM, PFE | 13F-HR | 16 Apr 2020, 17:04 |
| Q4 2019 | 69 | $123,790,000 | +$6,539,464 | -$20,772,478 | -$14,233,014 | BSCK, BSCL, SPLV, PFE, SCHG | 13F-HR | 16 Jan 2020, 19:21 |
| Q3 2019 | 65 | $132,215,000 | +$4,960,878 | -$1,317,291 | +$3,643,587 | BSCJ, BSCK, SPLV, BSCL, PFE | 13F-HR | 17 Oct 2019, 16:41 |
| Q2 2019 | 65 | $129,142,000 | +$4,476,293 | -$1,511,343 | +$2,964,950 | BSCJ, BSCK, SPLV, PFE, BSCL | 13F-HR | 17 Jul 2019, 16:53 |
| Q1 2019 | 69 | $123,688,000 | +$29,963,995 | -$1,418,063 | +$28,545,932 | BSCJ, BSCK, PFE, SPLV, BSCL | 13F-HR | 26 Apr 2019, 14:04 |
| Q4 2018 | 65 | $88,303,000 | $0 | $0 | $0 | BSCJ, PFE, BSCK, SPLV, SCHG | 13F-HR | 18 Jan 2019, 16:02 |