$208 Million is the total value of Strategic Family Wealth Counselors, L.L.C.'s 110 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,100 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.