Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Strategic Family Wealth Counselors L.L.C.
  City: FAIRFIELD
  State: NJ
  Zip: 07004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $253,104,000
  Total Value Change : $14,530,000
  Securities Held Change : 1
   
All Securities Held : 118
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 58
  Unchanged Positions : 33
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 New $947.80 $2,704,000 2,993 1.07% 2,704,000 2,993 0    Semiconductor - Speci...
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 62 New $42.97 $550,000 12,615 0.22% 550,000 12,615 0.012    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 99 New $86.84 $264,000 3,121 0.1% 264,000 3,121 0.001    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 102 New $183.52 $247,000 1,353 0.1% 247,000 1,353 0.001    Closed - End Fund - Debt
   (BAC)1 Year Chart         BAC Bank of America Corp 113 New $38.82 $207,000 5,465 0.08% 207,000 5,465 0    Domestic Money Center...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results