Strategic Family Wealth Counselors, L.L.C.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$263M
Signature - Title
Joseph L. Sluck - CHIEF COMPLIANCE OFFICER
Location
100 Passaic Avenue, Fairfield, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 117 $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 111 $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 -$935K +$2.32M RBLX, BSCN, SCHD, SCHG, SCHX 13F-HR 8/10/2023, 05:19 PM
Q1 2023 107 $211M +$12.6M -$14.3M -$1.76M RBLX, BSCN, SCHD, SCHG, PFE 13F-HR 5/15/2023, 06:37 PM
Q4 2022 106 $202M +$26M -$13.2M +$12.8M RBLX, BSCN, SCHD, PFE, SCHG 13F-HR 1/25/2023, 05:28 PM
Q3 2022 92 $204M +$4.38M -$1.51M +$2.87M RBLX, BSCM, BSCN, SCHD, PFE 13F-HR 11/10/2022, 08:12 PM
Q2 2022 97 $208M +$6.77M -$3.75M +$3.03M RBLX, BSCM, BSCN, PFE, SCHD 13F-HR 8/11/2022, 05:02 PM
Q1 2022 101 $248M +$25.8M -$8.68M +$17.2M RBLX, BSCM, ARKK, BSCN, PFE 13F-HR 5/3/2022, 09:04 PM
Q4 2021 104 $307M +$33.1M -$28.7M +$4.39M RBLX, ARKK, BSCM, SCHG, PFE 13F-HR 2/7/2022, 07:07 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 82 $194M +$17.1M -$928K +$16.2M ARKK, UBER, BSCL, BSCM, SCHG 13F-HR 2/16/2021, 04:28 PM
Q3 2020 78 $178M +$16.8M -$3.69M +$13.1M BSCK, ARKK, BSCL, UBER, BSCM 13F-HR 10/26/2020, 10:21 AM
Q2 2020 77 $159M +$20.9M -$9.24M +$11.7M BSCK, BSCL, ARKK, UBER, BSCM 13F-HR 7/13/2020, 05:03 PM
Q1 2020 74 $134M +$41M -$6.83M +$34.1M BSCK, BSCL, UBER, BSCM, PFE 13F-HR 4/16/2020, 05:04 PM
Q4 2019 69 $124M +$6.54M -$876K +$5.66M BSCK, BSCL, SPLV, PFE, SCHG 13F-HR 1/16/2020, 06:21 PM
Q3 2019 65 $132M +$4.96M -$762K +$4.2M BSCJ, BSCK, SPLV, BSCL, PFE 13F-HR 10/17/2019, 04:41 PM
Q2 2019 65 $129M +$4.48M -$704K +$3.77M BSCJ, BSCK, SPLV, PFE, BSCL 13F-HR 7/17/2019, 04:53 PM
Q1 2019 69 $124M +$30M -$580K +$29.4M BSCJ, BSCK, PFE, SPLV, BSCL 13F-HR 4/26/2019, 02:04 PM
Q4 2018 65 $88.3M BSCJ, PFE, BSCK, SPLV, SCHG 13F-HR 1/18/2019, 03:02 PM