0001221073-23-000061.txt : 20230810
0001221073-23-000061.hdr.sgml : 20230810
20230810171917
ACCESSION NUMBER: 0001221073-23-000061
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230810
DATE AS OF CHANGE: 20230810
EFFECTIVENESS DATE: 20230810
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: 231160708
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
06-30-2023
06-30-2023
false
Strategic Family Wealth Counselors, L.L.C.
100 PASSAIC AVENUE
FAIRFIELD
NJ
07004
13F HOLDINGS REPORT
028-18970
N
Joseph L. Sluck
CHIEF COMPLIANCE OFFICER
973-575-3444
/s/Joseph L. Sluck
Fairfield
NJ
08-08-2023
0
109
217525232
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
383173
2844
SH
SOLE
0
0
2844
AMAZON COM INC
COM
023135106
BBG001S5PQL7
734983
5638
SH
SOLE
0
0
5638
AMGEN INC
COM
031162100
BBG001S5NNL6
233121
1050
SH
SOLE
0
0
1050
APPLE INC
COM
037833100
BBG001S5N8V8
6556394
33801
SH
SOLE
0
0
33801
ARK ETF TR
INNOVATION ETF
00214Q104
BBG007FJMV49
6220855
140935
SH
SOLE
0
0
140935
AT&T INC
COM
00206R102
BBG001S5VWH2
336463
21095
SH
SOLE
0
0
21095
BLACKSTONE MTG TR INC
COM CL A
09257W100
BBG001S5Q7V7
222285
10682
SH
SOLE
0
0
10682
BOEING CO
COM
097023105
BBG001S5P0V3
260707
1235
SH
SOLE
0
0
1235
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
BBG015H8BXT5
224865
8316
SH
SOLE
0
0
8316
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
BBG015DMY5P8
6178827
244900
SH
SOLE
0
0
244900
CISCO SYS INC
COM
17275R102
BBG001S6HC62
216843
4191
SH
SOLE
0
0
4191
CLOVER HEALTH INVESTMENTS CO
COM CL A
18914F103
BBG00SHY90K3
11002
12263
SH
SOLE
0
0
12263
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
361260
4689
SH
SOLE
0
0
4689
COLUMBIA ETF TR I
DIVERSIFID FXD
19761L508
BBG00HY5VSC4
310817
17650
SH
SOLE
0
0
17650
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
303743
564
SH
SOLE
0
0
564
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
668770
7491
SH
SOLE
0
0
7491
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
BBG00NJ314P5
406264
12069
SH
SOLE
0
0
12069
EXCHANGE TRADED CONCEPTS TR
BITWISE CRYPTO
301505624
BBG01076JFY6
625421
77692
SH
SOLE
0
0
77692
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
465358
4339
SH
SOLE
0
0
4339
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
BBG005SW6WS0
396429
8417
SH
SOLE
0
0
8417
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
BBG001SLWD88
5963918
148763
SH
SOLE
0
0
148763
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
BBG00BDMWQF3
241835
7714
SH
SOLE
0
0
7714
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
BBG00B0SKXY1
1444194
16543
SH
SOLE
0
0
16543
HERSHEY CO
COM
427866108
BBG001S5S148
381382
1527
SH
SOLE
0
0
1527
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
BBG001V18CG8
5683041
90480
SH
SOLE
0
0
90480
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
BBG00KJR0YJ0
10058434
475127
SH
SOLE
0
0
475127
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
BBG00KJR2GD3
4065972
197665
SH
SOLE
0
0
197665
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
BBG00KJR2J47
956414
47512
SH
SOLE
0
0
47512
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
46137V746
BBG001S9FH85
225761
3197
SH
SOLE
0
0
3197
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
BBG00KJR2NN7
5799066
38753
SH
SOLE
0
0
38753
ISHARES TR
AGGRES ALLOC ETF
464289859
BBG001T3YVL0
254149
3831
SH
SOLE
0
0
3831
ISHARES TR
CORE HIGH DV ETF
46429B663
BBG001V0XLT8
2627757
26072
SH
SOLE
0
0
26072
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
296609
665
SH
SOLE
0
0
665
ISHARES TR
GRWT ALLOCAT ETF
464289867
BBG001T3YV58
2573169
50013
SH
SOLE
0
0
50013
ISHARES TR
MSCI ACWI ETF
464288257
BBG001S56QV7
912491
9511
SH
SOLE
0
0
9511
ISHARES TR
MSCI USA MIN VOL
46429B697
BBG0025X2G81
1970316
26508
SH
SOLE
0
0
26508
ISHARES TR
NATIONAL MUN ETF
464288414
BBG001SZV978
585841
5489
SH
SOLE
0
0
5489
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
3576939
12999
SH
SOLE
0
0
12999
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
215564
1366
SH
SOLE
0
0
1366
ISHARES TR
RUS MDCP VAL ETF
464287473
BBG001S561V2
862244
7850
SH
SOLE
0
0
7850
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
1092091
14954
SH
SOLE
0
0
14954
ISHARES TR
RUSSELL 3000 ETF
464287689
BBG001SFC7Z6
680480
2674
SH
SOLE
0
0
2674
ISHARES TR
S&P 500 VAL ETF
464287408
BBG001S561K4
293527
1821
SH
SOLE
0
0
1821
ISHARES TR
S&P SML 600 GWT
464287887
BBG001SFQL44
249169
2168
SH
SOLE
0
0
2168
ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
351907
3106
SH
SOLE
0
0
3106
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
BBG00GP26NW0
3023420
60300
SH
SOLE
0
0
60300
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
BBG00F7XD8R5
2680050
56080
SH
SOLE
0
0
56080
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
484454
2927
SH
SOLE
0
0
2927
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
516318
3550
SH
SOLE
0
0
3550
MARATHON OIL CORP
COM
565849106
BBG001S69V69
237705
10326
SH
SOLE
0
0
10326
MARATHON PETE CORP
COM
56585A102
BBG001S169P1
1210192
10379
SH
SOLE
0
0
10379
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
244518
2119
SH
SOLE
0
0
2119
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
394598
1375
SH
SOLE
0
0
1375
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2407039
7068
SH
SOLE
0
0
7068
PARAMOUNT GROUP INC
COM
69924R108
BBG001SL9C95
410577
92681
SH
SOLE
0
0
92681
PAYCHEX INC
COM
704326107
BBG001S5V135
225083
2012
SH
SOLE
0
0
2012
PEPSICO INC
COM
713448108
BBG001S695T1
231022
1247
SH
SOLE
0
0
1247
PFIZER INC
COM
717081103
BBG001S5V466
6437671
175509
SH
SOLE
0
0
175509
PNC FINL SVCS GROUP INC
COM
693475105
BBG001S5V947
767303
6092
SH
SOLE
0
0
6092
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
270856
1785
SH
SOLE
0
0
1785
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
BBG001SBVF13
320254
11680
SH
SOLE
0
0
11680
RELIANCE STEEL & ALUMINUM CO
COM
759509102
BBG001S81M27
425550
1567
SH
SOLE
0
0
1567
ROBLOX CORP
CL A
771049103
BBG001V1Y6Z1
20178533
500708
SH
SOLE
0
0
500708
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
BBG001T5XQY3
1612976
45245
SH
SOLE
0
0
45245
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
BBG001T6L7C0
465181
13775
SH
SOLE
0
0
13775
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
BBG001T5XQT9
4706126
91028
SH
SOLE
0
0
91028
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
9963207
137196
SH
SOLE
0
0
137196
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
BBG001T66WN0
8402840
112113
SH
SOLE
0
0
112113
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
BBG001T5XQV6
7626136
145620
SH
SOLE
0
0
145620
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
BBG001V036R6
6856096
96524
SH
SOLE
0
0
96524
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
BBG001T5XQW5
6688603
152708
SH
SOLE
0
0
152708
SEELOS THERAPEUTICS INC
COM
81577F109
BBG001S7J019
179250
150000
SH
SOLE
0
0
150000
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
BBG001S7T223
312526
9271
SH
SOLE
0
0
9271
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
BBG001S7T1Q9
339620
2000
SH
SOLE
0
0
2000
SIRIUS XM HOLDINGS INC
COM
82968B103
BBG001S70ZY6
83724
18482
SH
SOLE
0
0
18482
SOUTHERN CO
COM
842587107
BBG001S5W777
328693
4679
SH
SOLE
0
0
4679
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
BBG001S8LH99
268464
781
SH
SOLE
0
0
781
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
7178800
16195
SH
SOLE
0
0
16195
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
BBG001T083N5
1359222
28889
SH
SOLE
0
0
28889
SPDR SER TR
S&P DIVID ETF
78464A763
BBG001SPTBP8
6065261
49480
SH
SOLE
0
0
49480
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
BBG0084H8485
739958
18248
SH
SOLE
0
0
18248
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
211932
2100
SH
SOLE
0
0
2100
TARGET CORP
COM
87612E106
BBG001SC0K41
272242
2064
SH
SOLE
0
0
2064
TESLA INC
COM
88160R101
BBG001SQKGD7
495022
1891
SH
SOLE
0
0
1891
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
281192
1562
SH
SOLE
0
0
1562
TWILIO INC
CL A
90138F102
BBG0029ZX859
1335830
20997
SH
SOLE
0
0
20997
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
5355282
124051
SH
SOLE
0
0
124051
UNION PAC CORP
COM
907818108
BBG001S5X2M0
479834
2345
SH
SOLE
0
0
2345
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
529358
1101
SH
SOLE
0
0
1101
UPSTART HLDGS INC
COM
91680M107
BBG00PKCBY62
286194
7992
SH
SOLE
0
0
7992
VALLEY NATL BANCORP
COM
919794107
BBG001S7H654
194936
25153
SH
SOLE
0
0
25153
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
BBG001SK3J43
233763
1571
SH
SOLE
0
0
1571
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
967314
3419
SH
SOLE
0
0
3419
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
2139096
9716
SH
SOLE
0
0
9716
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
407280
1000
SH
SOLE
0
0
1000
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
2044946
10282
SH
SOLE
0
0
10282
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
3591595
25275
SH
SOLE
0
0
25275
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
BBG001T2YZG9
1264571
13040
SH
SOLE
0
0
13040
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
BBG001SS0V24
7200477
67884
SH
SOLE
0
0
67884
VANGUARD WORLD FDS
INF TECH ETF
92204A702
BBG001SHTTR5
770860
1743
SH
SOLE
0
0
1743
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
559494
15044
SH
SOLE
0
0
15044
VIATRIS INC
COM
92556V106
BBG00Y52JV51
214371
21480
SH
SOLE
0
0
21480
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1709178
7197
SH
SOLE
0
0
7197
WARBY PARKER INC
CL A COM
93403J106
BBG005DWN8L7
202308
17306
SH
SOLE
0
0
17306
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
BBG006G0J5J6
304963
7592
SH
SOLE
0
0
7592
WISDOMTREE TR
US LARGECAP DIVD
97717W307
BBG001SHL7K8
5353542
84175
SH
SOLE
0
0
84175
WISDOMTREE TR
US MIDCAP DIVID
97717W505
BBG001SHKG74
546437
12995
SH
SOLE
0
0
12995
WISDOMTREE TR
US QTLY DIV GRT
97717X669
BBG004LMH3Z6
289681
4346
SH
SOLE
0
0
4346
YEXT INC
COM
98585N106
BBG001V12329
161858
14311
SH
SOLE
0
0
14311