Back to Strategic Family Wealth Counselors, L.L.C.

Strategic Family Wealth Counselors, L.L.C.

All holdings · as of Dec 31, 2025

217 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$2.16M23,0510.5%
BITWISE 10 CRYPTO INDEX ETF$2.04M34,0520.5%
BITWISE FUNDS TRUST$1.93M83,9300.4%
SCHWAB STRATEGIC TR$1.92M77,5540.4%
ISHARES TR$1.91M23,8720.4%
Tesla Inc$1.86M4,4300.4%
REAVES UTILITY INCOME FUNDUTGClosed-End Fund$1.85M49,6910.4%
CAPITAL GROUP GBL GROWTH EQT$1.76M49,3960.4%
ELI LILLY & Co$1.75M1,6790.4%
ISHARES TR$1.67M16,8700.4%
JOHNSON & JOHNSON$1.50M6,8680.3%
SCHWAB STRATEGIC TR$1.49M31,5020.3%
INVESCO EXCH TRD SLF IDX FD$1.47M74,5670.3%
SPDR SERIES TRUST$1.43M29,6930.3%
BITWISE BITCOIN ETF TR$1.35M27,6870.3%
SSGA ACTIVE ETF TR$1.29M32,1390.3%
Walt Disney Co$1.28M11,6460.3%
COSTCO WHOLESALE CORP /NEW$1.25M1,2970.3%
WISDOMTREE TR$1.24M23,2080.3%
CAPITAL GRP FIXED INCM ETF T$1.22M53,9560.3%
AMERICAN EXPRESS CO$1.21M3,4400.3%
AbbVie Inc.$1.20M5,6020.3%
ISHARES TR$1.17M7,9990.3%
VANGUARD INDEX FDS$1.15M3,5940.3%
ISHARES TR$1.12M5,2440.3%
RELIANCE, INC.$1.11M3,4300.2%
TIDAL TRUST I$1.06M58,3300.2%
UNITEDHEALTH GROUP INC$1.04M3,0780.2%
MICRON TECHNOLOGY INC$1.04M2,8420.2%
ISHARES TR$1.03M2,6740.2%
J P MORGAN EXCHANGE TRADED F$965.4K16,7550.2%
BANK OF AMERICA CORP /DE$884.3K16,9740.2%
MCKESSON CORP$869.5K1,0580.2%
TWILIO INC$858.5K7,1710.2%
ISHARES TR$858.0K7,0960.2%
LAM RESEARCH CORP$856.9K3,8530.2%
Mastercard Inc$851.3K1,6010.2%
ISHARES TR$851.0K1,2500.2%
AT&T INC.$834.3K35,5760.2%
Eaton Corp plc$832.8K2,4670.2%
FIRST TR EXCHANGE TRADED FD$828.6K11,6200.2%
ISHARES TR$819.2K5,5040.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$781.9K2,3900.2%
Walmart Inc.$746.1K6,2850.2%
ETF SER SOLUTIONS$738.7K11,4260.2%
ORACLE CORP$702.9K3,9070.2%
WELLS FARGO & COMPANY/MN$702.3K8,1050.2%
SCHWAB STRATEGIC TR$699.0K14,9680.2%
Blackstone Mortgage Trust Inc$691.1K35,6990.2%
Booking Holdings Inc$683.7K1360.2%
← PrevPage 2 of 5Next →