0001221073-23-000081.txt : 20231113 0001221073-23-000081.hdr.sgml : 20231113 20231113110342 ACCESSION NUMBER: 0001221073-23-000081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396457 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 09-30-2023 09-30-2023 false Strategic Family Wealth Counselors, L.L.C.

100 PASSAIC AVENUE FAIRFIELD NJ 07004

13F HOLDINGS REPORT 028-18970 N Joseph L. Sluck 973-575-3444 /s/Joseph L. Sluck Fairfield NJ 11-01-2023 0 110 208068659 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 423927 2844 SH SOLE 0 0 2844 AMAZON COM INC COM 023135106 BBG001S5PQL7 607519 4779 SH SOLE 0 0 4779 AMGEN INC COM 031162100 BBG001S5NNL6 282198 1050 SH SOLE 0 0 1050 APPLE INC COM 037833100 BBG001S5N8V8 5801678 33886 SH SOLE 0 0 33886 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 5404261 136230 SH SOLE 0 0 136230 AT&T INC COM 00206R102 BBG001S5VWH2 325254 21655 SH SOLE 0 0 21655 BLACKSTONE MTG TR INC COM CL A 09257W100 BBG001S5Q7V7 242279 11139 SH SOLE 0 0 11139 BOEING CO COM 097023105 BBG001S5P0V3 236656 1235 SH SOLE 0 0 1235 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 220125 8316 SH SOLE 0 0 8316 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 6076884 248036 SH SOLE 0 0 248036 CISCO SYS INC COM 17275R102 BBG001S6HC62 225309 4191 SH SOLE 0 0 4191 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 BBG00SHY90K3 13245 12263 SH SOLE 0 0 12263 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 333453 4689 SH SOLE 0 0 4689 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 297138 17650 SH SOLE 0 0 17650 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 318763 564 SH SOLE 0 0 564 DISNEY WALT CO COM 254687106 BBG001S5QHF3 593262 7320 SH SOLE 0 0 7320 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 BBG00NJ314P5 420965 13469 SH SOLE 0 0 13469 EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 301505624 BBG01076JFY6 520537 77692 SH SOLE 0 0 77692 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 510180 4339 SH SOLE 0 0 4339 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 414364 9018 SH SOLE 0 0 9018 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 5563050 148784 SH SOLE 0 0 148784 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 BBG00BDMWQF3 234965 7824 SH SOLE 0 0 7824 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 1394673 16558 SH SOLE 0 0 16558 HERSHEY CO COM 427866108 BBG001S5S148 305594 1527 SH SOLE 0 0 1527 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 5394671 91762 SH SOLE 0 0 91762 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 10037114 472780 SH SOLE 0 0 472780 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 4101753 198440 SH SOLE 0 0 198440 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 962444 47859 SH SOLE 0 0 47859 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 BBG001S9FH85 216725 3197 SH SOLE 0 0 3197 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5609754 39592 SH SOLE 0 0 39592 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2247431 6273 SH SOLE 0 0 6273 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 243231 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 2593054 26222 SH SOLE 0 0 26222 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 285775 665 SH SOLE 0 0 665 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 2471143 50013 SH SOLE 0 0 50013 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 872532 9446 SH SOLE 0 0 9446 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1918626 26508 SH SOLE 0 0 26508 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 562843 5489 SH SOLE 0 0 5489 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3512808 13207 SH SOLE 0 0 13207 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 207356 1366 SH SOLE 0 0 1366 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 819069 7850 SH SOLE 0 0 7850 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1035565 14954 SH SOLE 0 0 14954 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 655291 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 293681 1909 SH SOLE 0 0 1909 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 237787 2168 SH SOLE 0 0 2168 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 334327 3106 SH SOLE 0 0 3106 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 3013021 60044 SH SOLE 0 0 60044 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 BBG00F7XD8R5 2690316 56083 SH SOLE 0 0 56083 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 457757 2939 SH SOLE 0 0 2939 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 512651 3535 SH SOLE 0 0 3535 MARATHON OIL CORP COM 565849106 BBG001S69V69 276221 10326 SH SOLE 0 0 10326 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1570758 10379 SH SOLE 0 0 10379 MERCK & CO INC COM 58933Y105 BBG001S5TC52 218159 2119 SH SOLE 0 0 2119 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 412789 1375 SH SOLE 0 0 1375 MICROSOFT CORP COM 594918104 BBG001S5TD05 2228981 7059 SH SOLE 0 0 7059 PARAMOUNT GROUP INC COM 69924R108 BBG001SL9C95 428187 92681 SH SOLE 0 0 92681 PAYCHEX INC COM 704326107 BBG001S5V135 232044 2012 SH SOLE 0 0 2012 PEPSICO INC COM 713448108 BBG001S695T1 211823 1250 SH SOLE 0 0 1250 PFIZER INC COM 717081103 BBG001S5V466 5821369 175501 SH SOLE 0 0 175501 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 1246840 10156 SH SOLE 0 0 10156 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 260361 1785 SH SOLE 0 0 1785 REAVES UTIL INCOME FD COM SH BEN INT 756158101 BBG001SBVF13 346400 14053 SH SOLE 0 0 14053 RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 412395 1573 SH SOLE 0 0 1573 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 14499606 500677 SH SOLE 0 0 500677 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1536512 45245 SH SOLE 0 0 45245 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 471688 14626 SH SOLE 0 0 14626 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 4542987 91133 SH SOLE 0 0 91133 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9967416 140862 SH SOLE 0 0 140862 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 8184602 112550 SH SOLE 0 0 112550 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 7369940 145651 SH SOLE 0 0 145651 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 6621581 97837 SH SOLE 0 0 97837 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 6436173 155388 SH SOLE 0 0 155388 SEELOS THERAPEUTICS INC COM 81577F109 BBG001S7J019 27656 150300 SH SOLE 0 0 150300 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 200102 2214 SH SOLE 0 0 2214 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 308522 9301 SH SOLE 0 0 9301 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 321960 2000 SH SOLE 0 0 2000 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 83539 18482 SH SOLE 0 0 18482 SOUTHERN CO COM 842587107 BBG001S5W777 304103 4699 SH SOLE 0 0 4699 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 264366 789 SH SOLE 0 0 789 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7045054 16480 SH SOLE 0 0 16480 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1335533 28889 SH SOLE 0 0 28889 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 5784865 50299 SH SOLE 0 0 50299 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 747269 19334 SH SOLE 0 0 19334 TARGET CORP COM 87612E106 BBG001SC0K41 228217 2064 SH SOLE 0 0 2064 TESLA INC COM 88160R101 BBG001SQKGD7 411626 1645 SH SOLE 0 0 1645 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 248056 1560 SH SOLE 0 0 1560 TWILIO INC CL A 90138F102 BBG0029ZX859 1228955 20997 SH SOLE 0 0 20997 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 5704968 124048 SH SOLE 0 0 124048 UNION PAC CORP COM 907818108 BBG001S5X2M0 477106 2343 SH SOLE 0 0 2343 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 555295 1101 SH SOLE 0 0 1101 UPSTART HLDGS INC COM 91680M107 BBG00PKCBY62 228092 7992 SH SOLE 0 0 7992 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 215310 25153 SH SOLE 0 0 25153 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 225646 1574 SH SOLE 0 0 1574 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1018318 3740 SH SOLE 0 0 3740 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1976668 9492 SH SOLE 0 0 9492 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 408801 1041 SH SOLE 0 0 1041 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1801380 9528 SH SOLE 0 0 9528 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3541991 25680 SH SOLE 0 0 25680 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1200870 12888 SH SOLE 0 0 12888 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 7084477 68568 SH SOLE 0 0 68568 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 741450 1787 SH SOLE 0 0 1787 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 436443 13466 SH SOLE 0 0 13466 VIATRIS INC COM 92556V106 BBG00Y52JV51 211793 21480 SH SOLE 0 0 21480 VISA INC COM CL A 92826C839 BBG001SRCFY3 1655416 7197 SH SOLE 0 0 7197 WARBY PARKER INC CL A COM 93403J106 BBG005DWN8L7 227747 17306 SH SOLE 0 0 17306 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 BBG006G0J5J6 347532 8971 SH SOLE 0 0 8971 WISDOMTREE TR US LARGECAP DIVD 97717W307 BBG001SHL7K8 5209634 84723 SH SOLE 0 0 84723 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 543500 13269 SH SOLE 0 0 13269 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 275974 4347 SH SOLE 0 0 4347 YEXT INC COM 98585N106 BBG001V12329 90589 14311 SH SOLE 0 0 14311