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