Holdings

Strategic Family Wealth Counselors, L.L.C.

As of Jun 30, 2026, Strategic Family Wealth Counselors, L.L.C. reported 64 positions worth US$84.9M. Largest: Roblox Corporation, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Roblox Corporation261KUS$14.2M+5Jun 30, 2026
Apple Inc32,286US$9.34M+75Jun 30, 2026
Nvidia Corporation45,184US$9.04M−30Jun 30, 2026
Uber Technologies, Inc.125KUS$8.99M+24Jun 30, 2026
Pfizer, Inc.176KUS$4.23M−61Jun 30, 2026
Microsoft Corp.10,260US$3.83M−65Jun 30, 2026
Amazon.com, Inc.11,448US$2.73M−970Jun 30, 2026
Alphabet Inc (google) Class C7,118US$2.54M−908Jun 30, 2026
Visa Inc.6,428US$2.21M−1,517Jun 30, 2026
Jp Morgan Chase & Co.5,056US$1.65M−12Jun 30, 2026