Strategic Family Wealth Counselors, L.L.C.

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$286M
Signature - Title
Joseph L. Sluck - CHIEF COMPLIANCE OFFICER
Location
Fairfield, NJ
Summary
This page shows a list of all the recent 13F filings made by Strategic Family Wealth Counselors, L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Family Wealth Counselors, L.L.C. reported 133 stock holdings with total value $286M as of Q3 2024. Top holdings included SCHD, SCHG, RBLX, SPY, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 133 $286M +$16.8M -$12.6M +$4.21M SCHD, SCHG, RBLX, SPY, SCHX 13F-HR 10/31/2024, 05:48 PM
Q2 2024 124 $263M +$14.3M -$1.41M +$12.9M RBLX, SCHG, SCHD, SCHX, UBER 13F-HR 8/14/2024, 11:49 AM
Q1 2024 118 $253M +$11.6M -$8M +$3.58M RBLX, SCHG, SCHD, UBER, SCHX 13F-HR 5/14/2024, 02:08 PM
Q4 2023 117 $239M +$15.7M -$13.5M +$2.22M RBLX, SCHD, SCHG, SCHX, SPY 13F-HR 1/29/2024, 01:28 PM
Q3 2023 110 $208M +$4.63M -$913K +$3.72M RBLX, BSCN, SCHD, SCHG, SCHX 13F-HR 11/13/2023, 11:03 AM
Q2 2023 109 $218M +$3.26M -$2.86M +$404K RBLX, BSCN, SCHD, SCHG, SCHX 13F-HR 8/10/2023, 05:19 PM
Q1 2023 106 $211M +$12.6M -$18.7M -$6.11M RBLX, BSCN, SCHD, SCHG, PFE 13F-HR 5/15/2023, 06:37 PM
Q4 2022 104 $201M +$25.6M -$31.5M -$5.88M RBLX, BSCN, SCHD, PFE, SCHG 13F-HR 1/25/2023, 06:28 PM
Q3 2022 91 $204M +$4.27M -$2.8M +$1.47M RBLX, BSCM, BSCN, SCHD, PFE 13F-HR 11/10/2022, 09:12 PM
Q2 2022 97 $208M +$6.77M -$6.14M +$638K RBLX, BSCM, BSCN, PFE, SCHD 13F-HR 8/11/2022, 05:02 PM
Q1 2022 101 $248M +$25.8M -$14.5M +$11.4M RBLX, BSCM, ARKK, BSCN, PFE 13F-HR 5/3/2022, 09:04 PM
Q4 2021 104 $312M +$37.4M -$45.6M -$8.16M RBLX, ARKK, BSCM, SCHG, PFE 13F-HR 2/7/2022, 08:07 PM
Q3 2021 96 $292M +$14.1M -$6.47M +$7.68M RBLX, ARKK, BSCL, BSCM, SCHG 13F-HR 11/8/2021, 08:35 PM
Q2 2021 84 $306M +$9.09M -$1.91M +$7.18M RBLX, ARKK, BSCL, UBER, TWLO 13F-HR 7/29/2021, 04:10 PM
Q1 2021 81 $265M +$78M -$6.82M +$71.2M RBLX, ARKK, BSCL, UBER, BSCM 13F-HR 5/10/2021, 05:14 PM
Q4 2020 80 $189M +$16.1M -$25.1M -$8.97M ARKK, UBER, BSCL, BSCM, SCHG 13F-HR 2/16/2021, 05:28 PM
Q3 2020 75 $174M +$15.5M -$6.23M +$9.3M BSCK, ARKK, BSCL, UBER, BSCM 13F-HR 10/26/2020, 10:21 AM
Q2 2020 75 $156M +$20.6M -$6.94M +$13.6M BSCK, BSCL, ARKK, UBER, BSCM 13F-HR 7/13/2020, 05:03 PM
Q1 2020 71 $127M +$33.8M -$10.7M +$23.1M BSCK, BSCL, UBER, BSCM, PFE 13F-HR 4/16/2020, 05:04 PM
Q4 2019 69 $124M +$6.54M -$20.8M -$14.2M BSCK, BSCL, SPLV, PFE, SCHG 13F-HR 1/16/2020, 07:21 PM
Q3 2019 65 $132M +$4.96M -$1.32M +$3.64M BSCJ, BSCK, SPLV, BSCL, PFE 13F-HR 10/17/2019, 04:41 PM
Q2 2019 65 $129M +$4.48M -$1.51M +$2.96M BSCJ, BSCK, SPLV, PFE, BSCL 13F-HR 7/17/2019, 04:53 PM
Q1 2019 69 $124M +$30M -$1.42M +$28.5M BSCJ, BSCK, PFE, SPLV, BSCL 13F-HR 4/26/2019, 02:04 PM
Q4 2018 65 $88.3M $0 $0 BSCJ, PFE, BSCK, SPLV, SCHG 13F-HR 1/18/2019, 04:02 PM