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  Name: Strategic Family Wealth Counselors L.L.C.
  City: FAIRFIELD
  State: NJ
  Zip: 07004
   
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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
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DIAL)1 Year Chart         DIAL Columbia Diversified Fixed ... 121 Closed $0.00 $0 0 0% -1,318,000 -72,995 0    N/A
   (SO)1 Year Chart         SO Southern Co 120 Closed $79.19 $0 0 0% -331,000 -4,717 0    Electric Utilities
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 119 Closed $256.90 $0 0 0% -206,000 -853 0    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 123 Closed $50.04 $0 0 0% -416,000 -8,158 0    N/A
   (BA)1 Year Chart         BA Boeing Co 122 Closed $186.61 $0 0 0% -322,000 -1,236 0    Aerospace/Defense - M...

      5 Records Found
  1    
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