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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INVESCO ACTIVELY MANAGED ETF
| GTO | Common | 0 | -48,569 | 0 | -2,257,001,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWP | RUSSELL MCP GR | 0 | -17,917 | 0 | -1,497,861,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHH | Common | 0 | -49,833 | 0 | -961,279,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SSGA Active Trust
| ULST | Common | 0 | -18,843 | 0 | -753,437,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 0 | -8,360 | 0 | -551,927,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Put | 0 | -3,200 | 0 | -415,776,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 0 | -4,740 | 0 | -414,595,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| JNK | Common | 0 | -3,143 | 0 | -282,870,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IBB | CALL | 0 | -1,736 | 0 | -227,919,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 0 | -4,928 | 0 | -206,828,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 0 | -100 | 0 | -12,318,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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