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| Name: |
Strategic Family Wealth Counselors L.L.C. |
| City: |
FAIRFIELD |
| State: |
NJ |
| Zip: |
07004 |
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data |
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| Holdings
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22 |
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Menu
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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 |
|
SPY |
Standard & Poors Depository... |
8 |
- |
$530.06 |
$8,381,000 |
16,023 |
3.31% |
528,000 |
-498 |
0 |
Closed - End Fund - E... |
|
|
SPLV |
Powershares S&Amp;P 500 Low... |
16 |
- |
$65.71 |
$6,082,000 |
92,338 |
2.4% |
281,000 |
-248 |
0.06 |
N/A |
|
|
PFE |
Pfizer Inc |
19 |
- |
$28.53 |
$4,869,000 |
175,459 |
1.92% |
-184,000 |
-52 |
0.003 |
Drug Manufacturers - ... |
|
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AAPL |
Apple Inc |
20 |
- |
$191.04 |
$4,626,000 |
26,978 |
1.83% |
-1,901,000 |
-6,922 |
0 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
26 |
- |
$425.34 |
$3,061,000 |
7,276 |
1.21% |
295,000 |
-79 |
0 |
Application Software |
|
|
AOR |
iShares Core Growth Allocat... |
28 |
- |
$55.95 |
$2,945,000 |
52,895 |
1.16% |
-830,000 |
-18,074 |
0.178 |
Closed - End Fund - Debt |
|
|
QQQ |
Invesco QQQ Trust Series I |
29 |
- |
$454.91 |
$2,858,000 |
6,437 |
1.13% |
-155,000 |
-921 |
0.001 |
Closed - End Fund - Debt |
|
|
SCHF |
Schwab Strategic Trust |
38 |
- |
$39.75 |
$1,766,000 |
45,258 |
0.7% |
93,000 |
-10 |
0.005 |
Closed - End Fund - Debt |
|
|
VGT |
Vanguard I T VIPERS |
43 |
- |
$539.30 |
$1,327,000 |
2,531 |
0.52% |
74,000 |
-57 |
0 |
Closed - End Fund - E... |
|
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ACWI |
iShares MSCI ACWI Index |
49 |
- |
$112.23 |
$998,000 |
9,066 |
0.39% |
-895,000 |
-9,530 |
0.006 |
Closed - End Fund - E... |
|
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MUB |
iShares S&P National Munici... |
54 |
- |
$106.47 |
$714,000 |
6,639 |
0.28% |
-130,000 |
-1,150 |
0 |
Closed - End Fund - E... |
|
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DON |
Wisdom Tree Trust MidCap Di... |
57 |
- |
$46.58 |
$676,000 |
13,853 |
0.27% |
-11,000 |
-1,186 |
0.018 |
Closed - End Fund - E... |
|
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SCHC |
Schwab International Small-... |
59 |
- |
$36.71 |
$617,000 |
17,228 |
0.24% |
-716,000 |
-20,978 |
0.017 |
Closed - End Fund - E... |
|
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VZ |
Verizon Communications Inc |
66 |
- |
$40.12 |
$521,000 |
12,411 |
0.21% |
26,000 |
-723 |
0 |
Telecom Services - Do... |
|
|
JNJ |
Johnson & Johnson |
68 |
- |
$151.27 |
$436,000 |
2,758 |
0.17% |
-26,000 |
-186 |
0 |
Drug Manufacturers - ... |
|
|
XOM |
Exxon Mobil Corp |
70 |
- |
$118.67 |
$413,000 |
3,556 |
0.16% |
-21,000 |
-783 |
0 |
Integrated Oil & Gas |
|
|
COST |
Costco Wholesale Corp |
71 |
- |
$793.00 |
$412,000 |
562 |
0.16% |
40,000 |
-2 |
0.023 |
Discount, Variety Stores |
|
|
FIVG |
Defiance Next Gen Connectiv... |
73 |
- |
$39.49 |
$406,000 |
10,382 |
0.16% |
-78,000 |
-3,127 |
0.049 |
N/A |
|
|
T |
AT&T Corp |
80 |
- |
$17.52 |
$348,000 |
19,781 |
0.14% |
-9,000 |
-1,475 |
0 |
Long Distance Carriers |
|
|
DVY |
iShares Dow Select Div |
84 |
- |
$125.28 |
$316,000 |
2,566 |
0.12% |
-65,000 |
-682 |
0.002 |
Closed - End Fund - E... |
|
|
SCHH |
Schwab Us Reit |
110 |
- |
$19.92 |
$209,000 |
10,314 |
0.08% |
-23,000 |
-868 |
0.001 |
N/A |
|
|
PG |
Procter & Gamble Co |
111 |
- |
$167.31 |
$208,000 |
1,285 |
0.08% |
-54,000 |
-500 |
0 |
Cleaning Products |
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