News + Filings Holdings
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Strategic Family Wealth Counselors, L.L.C.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IWS | Common | 7,850 | 7,850 | 862,244,000 | 862,244,000 | 0.40 | |
Hist
| 06/30/2023 |
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Paramount Group, Inc.
| PGRE | COM | 92,681 | 92,681 | 410,577,000 | 410,577,000 | 0.19 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,375 | 1,375 | 394,598,000 | 394,598,000 | 0.18 | |
Hist
| 06/30/2023 |
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SOUTHERN CO
| SO | Common | 4,679 | 4,679 | 328,693,000 | 328,693,000 | 0.15 | |
Hist
| 06/30/2023 |
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REAVES UTILITY INCOME FUND
| UTG | Common | 11,680 | 11,680 | 320,254,000 | 320,254,000 | 0.15 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 564 | 564 | 303,743,000 | 303,743,000 | 0.14 | |
Hist
| 06/30/2023 |
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Upstart Holdings, Inc.
| UPST | Common | 7,992 | 7,992 | 286,194,000 | 286,194,000 | 0.13 | |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 1,235 | 1,235 | 260,707,000 | 260,707,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 1,571 | 1,571 | 233,763,000 | 233,763,000 | 0.11 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PWB | Common | 3,197 | 3,197 | 225,761,000 | 225,761,000 | 0.10 | |
Hist
| 06/30/2023 |
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Capital Group Dividend Value ETF
| CGDV | Common | 8,316 | 8,316 | 224,865,000 | 224,865,000 | 0.10 | |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 4,191 | 4,191 | 216,843,000 | 216,843,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 2,100 | 2,100 | 211,932,000 | 211,932,000 | 0.10 | |
Hist
| 06/30/2023 |
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Yext, Inc.
| YEXT | COM | 14,311 | 14,311 | 161,858,000 | 161,858,000 | 0.07 | 0.01 |
Hist
| 06/30/2023 |
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