0001221073-23-000012.txt : 20230126 0001221073-23-000012.hdr.sgml : 20230126 20230125182823 ACCESSION NUMBER: 0001221073-23-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Family Wealth Counselors, L.L.C. CENTRAL INDEX KEY: 0001729755 IRS NUMBER: 223753759 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18970 FILM NUMBER: 23553458 BUSINESS ADDRESS: STREET 1: 100 PASSAIC AVENUE CITY: FAIRFIELD STATE: NJ ZIP: 07004 BUSINESS PHONE: 9735753444 MAIL ADDRESS: STREET 1: 100 PASSAIC AVENUE CITY: FAIRFIELD STATE: NJ ZIP: 07004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001729755 XXXXXXXX 12-31-2022 12-31-2022 false Strategic Family Wealth Counselors, L.L.C.

100 PASSAIC AVENUE FAIRFIELD NJ 07004

13F HOLDINGS REPORT 028-18970 N Joseph L. Sluck 973-575-3444 /s/Joseph L. Sluck Fairfield NJ 01-20-2023 0 106 201719731 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 459619 2844 SH SOLE 0 0 2844 AMAZON COM INC COM 023135106 BBG001S5PQL7 411684 4901 SH SOLE 0 0 4901 AMGEN INC COM 031162100 BBG001S5NNL6 274459 1045 SH SOLE 0 0 1045 APPLE INC COM 037833100 BBG001S5N8V8 4098327 31543 SH SOLE 0 0 31543 APPLE INC COM 037833100 BBG001S5N8V8 415776 3200 PRN Put SOLE 0 0 3200 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 4797093 153556 SH SOLE 0 0 153556 AT&T INC COM 00206R102 BBG001S5VWH2 278743 15141 SH SOLE 0 0 15141 BLACKSTONE MTG TR INC COM CL A 09257W100 BBG001S5Q7V7 208957 9870 SH SOLE 0 0 9870 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 3232673 162120 SH SOLE 0 0 162120 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 BBG00SHY90K3 11398 12263 SH SOLE 0 0 12263 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 369466 4689 SH SOLE 0 0 4689 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 305168 17650 SH SOLE 0 0 17650 DISNEY WALT CO COM 254687106 BBG001S5QHF3 660953 7608 SH SOLE 0 0 7608 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 BBG00NJ314P5 322994 10813 SH SOLE 0 0 10813 EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 301505624 BBG01076JFY6 263376 77692 SH SOLE 0 0 77692 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 364762 3307 SH SOLE 0 0 3307 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 292964 6670 SH SOLE 0 0 6670 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 5560845 139335 SH SOLE 0 0 139335 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 BBG00BDMWQF3 219496 7627 SH SOLE 0 0 7627 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 2024174 26588 SH SOLE 0 0 26588 HERSHEY CO COM 427866108 BBG001S5S148 353690 1527 SH SOLE 0 0 1527 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 BBG00KJR1JM8 2257001 48569 SH SOLE 0 0 48569 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 5778810 90435 SH SOLE 0 0 90435 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 9846449 469326 SH SOLE 0 0 469326 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 3632611 177329 SH SOLE 0 0 177329 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 731381 36315 SH SOLE 0 0 36315 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5026700 35587 SH SOLE 0 0 35587 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 228902 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 2643826 25363 SH SOLE 0 0 25363 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 254532 662 SH SOLE 0 0 662 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 5618878 119145 SH SOLE 0 0 119145 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 227919 1736 SH SOLE 0 0 1736 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 3824782 45061 SH SOLE 0 0 45061 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1999893 27738 SH SOLE 0 0 27738 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 600303 5689 SH SOLE 0 0 5689 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 2749250 12833 SH SOLE 0 0 12833 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 205253 1353 SH SOLE 0 0 1353 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 1497861 17917 SH SOLE 0 0 17917 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 949224 14073 SH SOLE 0 0 14073 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 590098 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 640484 4415 SH SOLE 0 0 4415 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 2237914 20708 SH SOLE 0 0 20708 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 371329 3079 SH SOLE 0 0 3079 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 3382712 67479 SH SOLE 0 0 67479 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 BBG00F7XD8R5 2920202 61608 SH SOLE 0 0 61608 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 515209 2917 SH SOLE 0 0 2917 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 390902 2915 SH SOLE 0 0 2915 MARATHON OIL CORP COM 565849106 BBG001S69V69 280093 10347 SH SOLE 0 0 10347 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1208012 10379 SH SOLE 0 0 10379 MERCK & CO INC COM 58933Y105 BBG001S5TC52 246201 2219 SH SOLE 0 0 2219 MICROSOFT CORP COM 594918104 BBG001S5TD05 1670394 6965 SH SOLE 0 0 6965 PAYCHEX INC COM 704326107 BBG001S5V135 233316 2019 SH SOLE 0 0 2019 PEPSICO INC COM 713448108 BBG001S695T1 224390 1242 SH SOLE 0 0 1242 PFIZER INC COM 717081103 BBG001S5V466 9022698 176087 SH SOLE 0 0 176087 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 961055 6085 SH SOLE 0 0 6085 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 210365 1388 SH SOLE 0 0 1388 RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 314712 1555 SH SOLE 0 0 1555 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 14249580 500688 SH SOLE 0 0 500688 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 882326 27393 SH SOLE 0 0 27393 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 693447 22035 SH SOLE 0 0 22035 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 4199702 93722 SH SOLE 0 0 93722 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9439039 124954 SH SOLE 0 0 124954 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6592062 118648 SH SOLE 0 0 118648 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 551927 8360 SH SOLE 0 0 8360 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 6383189 141377 SH SOLE 0 0 141377 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 6330011 96479 SH SOLE 0 0 96479 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 961279 49833 SH SOLE 0 0 49833 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 6492815 160277 SH SOLE 0 0 160277 SEELOS THERAPEUTICS INC COM 81577F109 BBG001S7J019 69258 102000 SH SOLE 0 0 102000 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 414595 4740 SH SOLE 0 0 4740 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 302812 8854 SH SOLE 0 0 8854 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 258320 2000 SH SOLE 0 0 2000 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 107935 18482 SH SOLE 0 0 18482 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 225391 680 SH SOLE 0 0 680 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5228494 13672 SH SOLE 0 0 13672 SPDR SER TR BLOOMBERG HIGH Y 78468R622 BBG001SQS7X7 282870 3143 SH SOLE 0 0 3143 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1357199 28889 SH SOLE 0 0 28889 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 6017340 48096 SH SOLE 0 0 48096 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 522267 13044 SH SOLE 0 0 13044 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 753437 18843 SH SOLE 0 0 18843 TARGET CORP COM 87612E106 BBG001SC0K41 308215 2068 SH SOLE 0 0 2068 TESLA INC COM 88160R101 BBG001SQKGD7 191914 1558 SH SOLE 0 0 1558 TESLA INC COM 88160R101 BBG001SQKGD7 12318 100 PRN Call SOLE 0 0 100 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 258074 1562 SH SOLE 0 0 1562 TWILIO INC CL A 90138F102 BBG0029ZX859 1027377 20984 SH SOLE 0 0 20984 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 3066817 124012 SH SOLE 0 0 124012 UNION PAC CORP COM 907818108 BBG001S5X2M0 484751 2341 SH SOLE 0 0 2341 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 583903 1101 SH SOLE 0 0 1101 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 284480 25153 SH SOLE 0 0 25153 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1950713 9154 SH SOLE 0 0 9154 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1934453 9491 SH SOLE 0 0 9491 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 351340 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1955786 10656 SH SOLE 0 0 10656 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2381153 16963 SH SOLE 0 0 16963 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 976809 11333 SH SOLE 0 0 11333 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 206828 4928 SH SOLE 0 0 4928 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 6518208 60237 SH SOLE 0 0 60237 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 238440 747 SH SOLE 0 0 747 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 479825 12178 SH SOLE 0 0 12178 VIATRIS INC COM 92556V106 BBG00Y52JV51 239072 21480 SH SOLE 0 0 21480 VISA INC COM CL A 92826C839 BBG001SRCFY3 881348 4242 SH SOLE 0 0 4242 WARBY PARKER INC CL A COM 93403J106 BBG005DWN8L7 233458 17306 SH SOLE 0 0 17306 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 BBG006G0J5J6 258138 7245 SH SOLE 0 0 7245 WISDOMTREE TR US LARGECAP DIVD 97717W307 BBG001SHL7K8 5375471 86771 SH SOLE 0 0 86771 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 523078 12715 SH SOLE 0 0 12715 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 262189 4344 SH SOLE 0 0 4344