$265 Million is the total value of Strategic Family Wealth Counselors, L.L.C.'s 81 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -666 | -100.0% | -0.10% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -889 | -100.0% | -0.11% | – |
PEBO | Exit | PEOPLES BANCORP INC | $0 | – | -9,538 | -100.0% | -0.13% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,144 | -100.0% | -0.22% | – |
FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -30,518 | -100.0% | -0.86% | – |
AMZN | Exit | AMAZON COM INCcall | $0 | – | -700 | -100.0% | -1.18% | – |
UBER | Exit | UBER TECHNOLOGIES INCput | $0 | – | -60,000 | -100.0% | -1.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ARK ETF TR | 20 | Q3 2023 | 18.0% |
PFIZER INC | 20 | Q3 2023 | 8.7% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.9% |
INVESCO EXCH TRADED FD TR II | 20 | Q3 2023 | 6.7% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.8% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.2% |
VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 3.4% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.2% |
INVESCO EXCH TRD SLF IDX FD | 20 | Q3 2023 | 4.9% |
View Strategic Family Wealth Counselors, L.L.C.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-16 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-08 |
13F-HR | 2021-11-09 |
View Strategic Family Wealth Counselors, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.