0001221073-23-000048.txt : 20230516 0001221073-23-000048.hdr.sgml : 20230516 20230515183714 ACCESSION NUMBER: 0001221073-23-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230516 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230516 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: 23924984 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 03-31-2023 03-31-2023 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 05-12-2023 0 107 211143733 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 453249 2844 SH SOLE 0 0 2844 AMAZON COM INC COM 023135106 BBG001S5PQL7 584524 5659 SH SOLE 0 0 5659 AMGEN INC COM 031162100 BBG001S5NNL6 252629 1045 SH SOLE 0 0 1045 APPLE INC COM 037833100 BBG001S5N8V8 5574439 33805 SH SOLE 0 0 33805 APPLE INC COM 037833100 BBG001S5N8V8 263840 1600 PRN Put SOLE 0 0 1600 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 6007251 148915 SH SOLE 0 0 148915 AT&T INC COM 00206R102 BBG001S5VWH2 285964 14855 SH SOLE 0 0 14855 BLACKSTONE MTG TR INC COM CL A 09257W100 BBG001S5Q7V7 182385 10218 SH SOLE 0 0 10218 BOEING CO COM 097023105 BBG001S5P0V3 262275 1235 SH SOLE 0 0 1235 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 207402 8316 SH SOLE 0 0 8316 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 5468224 243465 SH SOLE 0 0 243465 CISCO SYS INC COM 17275R102 BBG001S6HC62 219085 4191 SH SOLE 0 0 4191 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 BBG00SHY90K3 10364 12263 SH SOLE 0 0 12263 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 352398 4689 SH SOLE 0 0 4689 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 315406 17650 SH SOLE 0 0 17650 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 280295 564 SH SOLE 0 0 564 DISNEY WALT CO COM 254687106 BBG001S5QHF3 745438 7445 SH SOLE 0 0 7445 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 BBG00NJ314P5 372596 11363 SH SOLE 0 0 11363 EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 301505624 BBG01076JFY6 456053 77692 SH SOLE 0 0 77692 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 366484 3342 SH SOLE 0 0 3342 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 318175 7091 SH SOLE 0 0 7091 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 5934644 147775 SH SOLE 0 0 147775 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 BBG00BDMWQF3 236145 7665 SH SOLE 0 0 7665 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 1346575 16579 SH SOLE 0 0 16579 HERSHEY CO COM 427866108 BBG001S5S148 388576 1527 SH SOLE 0 0 1527 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 BBG00KJR1JM8 1628684 34506 SH SOLE 0 0 34506 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 5640219 90388 SH SOLE 0 0 90388 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 9958740 472426 SH SOLE 0 0 472426 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 4053834 196884 SH SOLE 0 0 196884 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 956715 47175 SH SOLE 0 0 47175 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 BBG001S9FH85 207761 3197 SH SOLE 0 0 3197 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5478246 37880 SH SOLE 0 0 37880 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 243614 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 2627954 25850 SH SOLE 0 0 25850 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 273035 664 SH SOLE 0 0 664 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 2502151 50013 SH SOLE 0 0 50013 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 984807 10803 SH SOLE 0 0 10803 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1930000 26533 SH SOLE 0 0 26533 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 612933 5689 SH SOLE 0 0 5689 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3146349 12877 SH SOLE 0 0 12877 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 207124 1360 SH SOLE 0 0 1360 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 850131 8005 SH SOLE 0 0 8005 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1045724 14956 SH SOLE 0 0 14956 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 629487 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 276355 1821 SH SOLE 0 0 1821 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 238350 2168 SH SOLE 0 0 2168 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 362523 3094 SH SOLE 0 0 3094 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 3186220 63319 SH SOLE 0 0 63319 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 BBG00F7XD8R5 2860489 59906 SH SOLE 0 0 59906 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 452855 2922 SH SOLE 0 0 2922 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 381288 2926 SH SOLE 0 0 2926 MARATHON OIL CORP COM 565849106 BBG001S69V69 247411 10326 SH SOLE 0 0 10326 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1399401 10379 SH SOLE 0 0 10379 MERCK & CO INC COM 58933Y105 BBG001S5TC52 236085 2219 SH SOLE 0 0 2219 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 291418 1375 SH SOLE 0 0 1375 MICROSOFT CORP COM 594918104 BBG001S5TD05 2014711 6988 SH SOLE 0 0 6988 PARAMOUNT GROUP INC COM 69924R108 BBG001SL9C95 421509 92436 SH SOLE 0 0 92436 PAYCHEX INC COM 704326107 BBG001S5V135 230556 2012 SH SOLE 0 0 2012 PEPSICO INC COM 713448108 BBG001S695T1 226902 1245 SH SOLE 0 0 1245 PFIZER INC COM 717081103 BBG001S5V466 7161298 175522 SH SOLE 0 0 175522 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 773056 6082 SH SOLE 0 0 6082 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 265412 1785 SH SOLE 0 0 1785 RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 400682 1561 SH SOLE 0 0 1561 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 22521846 500708 SH SOLE 0 0 500708 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1591889 45744 SH SOLE 0 0 45744 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 463485 13749 SH SOLE 0 0 13749 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 4343925 90782 SH SOLE 0 0 90782 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9753487 133317 SH SOLE 0 0 133317 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 7296852 111966 SH SOLE 0 0 111966 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 7065490 146072 SH SOLE 0 0 146072 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 6496922 95754 SH SOLE 0 0 95754 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 6382086 152208 SH SOLE 0 0 152208 SEELOS THERAPEUTICS INC COM 81577F109 BBG001S7J019 77415 112000 SH SOLE 0 0 112000 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 288422 8971 SH SOLE 0 0 8971 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 299080 2000 SH SOLE 0 0 2000 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 73374 18482 SH SOLE 0 0 18482 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 254895 766 SH SOLE 0 0 766 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6532900 15958 SH SOLE 0 0 15958 SPDR SER TR BLOOMBERG HIGH Y 78468R622 BBG001SQS7X7 291734 3143 SH SOLE 0 0 3143 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1373667 28889 SH SOLE 0 0 28889 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 6042793 48846 SH SOLE 0 0 48846 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 718913 17522 SH SOLE 0 0 17522 TARGET CORP COM 87612E106 BBG001SC0K41 343020 2071 SH SOLE 0 0 2071 TESLA INC COM 88160R101 BBG001SQKGD7 390238 1881 SH SOLE 0 0 1881 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 290548 1562 SH SOLE 0 0 1562 TWILIO INC CL A 90138F102 BBG0029ZX859 1399031 20997 SH SOLE 0 0 20997 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 3931466 124021 SH SOLE 0 0 124021 UNION PAC CORP COM 907818108 BBG001S5X2M0 471955 2345 SH SOLE 0 0 2345 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 520482 1101 SH SOLE 0 0 1101 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 232414 25153 SH SOLE 0 0 25153 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 215161 1535 SH SOLE 0 0 1535 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 831272 3333 SH SOLE 0 0 3333 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2021942 9586 SH SOLE 0 0 9586 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 376070 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1970312 10394 SH SOLE 0 0 10394 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3436435 24882 SH SOLE 0 0 24882 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1201895 13051 SH SOLE 0 0 13051 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 7017631 66518 SH SOLE 0 0 66518 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 607268 1575 SH SOLE 0 0 1575 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 461545 11868 SH SOLE 0 0 11868 VIATRIS INC COM 92556V106 BBG00Y52JV51 206638 21480 SH SOLE 0 0 21480 VISA INC COM CL A 92826C839 BBG001SRCFY3 1622669 7197 SH SOLE 0 0 7197 WARBY PARKER INC CL A COM 93403J106 BBG005DWN8L7 183271 17306 SH SOLE 0 0 17306 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 BBG006G0J5J6 285695 7247 SH SOLE 0 0 7247 WISDOMTREE TR US LARGECAP DIVD 97717W307 BBG001SHL7K8 5171822 83605 SH SOLE 0 0 83605 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 526486 12847 SH SOLE 0 0 12847 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 270847 4345 SH SOLE 0 0 4345