0001221073-24-000008.txt : 20240129
0001221073-24-000008.hdr.sgml : 20240129
20240129132804
ACCESSION NUMBER: 0001221073-24-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240129
DATE AS OF CHANGE: 20240129
EFFECTIVENESS DATE: 20240129
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Family Wealth Counselors, L.L.C.
CENTRAL INDEX KEY: 0001729755
ORGANIZATION NAME:
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: 24572468
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
12-31-2023
12-31-2023
false
Strategic Family Wealth Counselors, L.L.C.
100 PASSAIC AVENUE
FAIRFIELD
NJ
07004
13F HOLDINGS REPORT
028-18970
N
Joseph L. Sluck
CHIEF COMPLIANCE OFFICER
973-575-3444
/s/Joseph L. Sluck
Fairfield
NJ
01-19-2024
0
117
238571803
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
440735
2844
SH
SOLE
0
0
2844
AMAZON COM INC
COM
023135106
BBG001S5PQL7
780075
5134
SH
SOLE
0
0
5134
AMGEN INC
COM
031162100
BBG001S5NNL6
302421
1050
SH
SOLE
0
0
1050
APPLE INC
COM
037833100
BBG001S5N8V8
6526710
33900
SH
SOLE
0
0
33900
ARK ETF TR
INNOVATION ETF
00214Q104
BBG007FJMV49
6541878
124917
SH
SOLE
0
0
124917
AT&T INC
COM
00206R102
BBG001S5VWH2
356684
21256
SH
SOLE
0
0
21256
BOEING CO
COM
097023105
BBG001S5P0V3
322082
1236
SH
SOLE
0
0
1236
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
BBG015H8BXT5
248150
8316
SH
SOLE
0
0
8316
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
BBG015DMY5P8
7411956
262556
SH
SOLE
0
0
262556
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
14020Y102
BBG014YZRRT5
1906789
84018
SH
SOLE
0
0
84018
CISCO SYS INC
COM
17275R102
BBG001S6HC62
211730
4191
SH
SOLE
0
0
4191
CLOVER HEALTH INVESTMENTS CO
COM CL A
18914F103
BBG00SHY90K3
11676
12263
SH
SOLE
0
0
12263
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
373781
4689
SH
SOLE
0
0
4689
COLUMBIA ETF TR I
DIVERSIFID FXD
19761L508
BBG00HY5VSC4
1317560
72995
SH
SOLE
0
0
72995
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
372458
564
SH
SOLE
0
0
564
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
667758
7396
SH
SOLE
0
0
7396
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
BBG00NJ314P5
484236
13509
SH
SOLE
0
0
13509
EXCHANGE TRADED CONCEPTS TR
BITWISE CRYPTO
301505624
BBG01076JFY6
900451
77692
SH
SOLE
0
0
77692
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
433814
4339
SH
SOLE
0
0
4339
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
BBG005SW6WS0
546330
10573
SH
SOLE
0
0
10573
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
BBG001SLWD88
5834178
143841
SH
SOLE
0
0
143841
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
BBG00BDMWQF3
256736
7861
SH
SOLE
0
0
7861
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
BBG00B0SKXY1
1554495
16571
SH
SOLE
0
0
16571
HERSHEY CO
COM
427866108
BBG001S5S148
284761
1527
SH
SOLE
0
0
1527
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
200123
764
SH
SOLE
0
0
764
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
BBG001V18CG8
5801433
92586
SH
SOLE
0
0
92586
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
BBG00KJR2GD3
4120461
197293
SH
SOLE
0
0
197293
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
BBG00KJR2J47
986374
48222
SH
SOLE
0
0
48222
INVESCO EXCHANGE TRADED FD T
LARGE CAP GROWTH
46137V746
BBG001S9FH85
248407
3197
SH
SOLE
0
0
3197
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
BBG00KJR2NN7
6468580
40992
SH
SOLE
0
0
40992
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
3013045
7358
SH
SOLE
0
0
7358
ISHARES TR
AGGRES ALLOC ETF
464289859
BBG001T3YVL0
264531
3831
SH
SOLE
0
0
3831
ISHARES TR
CORE HIGH DV ETF
46429B663
BBG001V0XLT8
2783492
27292
SH
SOLE
0
0
27292
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
319610
669
SH
SOLE
0
0
669
ISHARES TR
GRWT ALLOCAT ETF
464289867
BBG001T3YV58
3774842
70969
SH
SOLE
0
0
70969
ISHARES TR
MSCI ACWI ETF
464288257
BBG001S56QV7
1892521
18596
SH
SOLE
0
0
18596
ISHARES TR
MSCI USA MIN VOL
46429B697
BBG0025X2G81
1998410
25611
SH
SOLE
0
0
25611
ISHARES TR
NATIONAL MUN ETF
464288414
BBG001SZV978
844406
7789
SH
SOLE
0
0
7789
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
4028356
13287
SH
SOLE
0
0
13287
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
228508
1383
SH
SOLE
0
0
1383
ISHARES TR
RUS MDCP VAL ETF
464287473
BBG001S561V2
912877
7850
SH
SOLE
0
0
7850
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
1162375
14954
SH
SOLE
0
0
14954
ISHARES TR
RUSSELL 3000 ETF
464287689
BBG001SFC7Z6
731981
2674
SH
SOLE
0
0
2674
ISHARES TR
S&P 500 VAL ETF
464287408
BBG001S561K4
337521
1941
SH
SOLE
0
0
1941
ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
380720
3248
SH
SOLE
0
0
3248
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
BBG00TSG0SK6
287840
5235
SH
SOLE
0
0
5235
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
BBG00GP26NW0
3225881
64222
SH
SOLE
0
0
64222
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
BBG00F7XD8R5
2693200
55737
SH
SOLE
0
0
55737
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
461502
2944
SH
SOLE
0
0
2944
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
603181
3546
SH
SOLE
0
0
3546
MARATHON OIL CORP
COM
565849106
BBG001S69V69
249477
10326
SH
SOLE
0
0
10326
MARATHON PETE CORP
COM
56585A102
BBG001S169P1
1539829
10379
SH
SOLE
0
0
10379
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
231023
2119
SH
SOLE
0
0
2119
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
486695
1375
SH
SOLE
0
0
1375
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2765754
7355
SH
SOLE
0
0
7355
PACER FDS TR
US CASH COWS 100
69374H881
BBG00FJQN752
2428814
46717
SH
SOLE
0
0
46717
PAYCHEX INC
COM
704326107
BBG001S5V135
239650
2012
SH
SOLE
0
0
2012
PEPSICO INC
COM
713448108
BBG001S695T1
212859
1253
SH
SOLE
0
0
1253
PFIZER INC
COM
717081103
BBG001S5V466
5052962
175511
SH
SOLE
0
0
175511
PNC FINL SVCS GROUP INC
COM
693475105
BBG001S5V947
1572934
10158
SH
SOLE
0
0
10158
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
261574
1785
SH
SOLE
0
0
1785
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
BBG001SBVF13
276483
10340
SH
SOLE
0
0
10340
RELIANCE STEEL & ALUMINUM CO
COM
759509102
BBG001S81M27
441410
1578
SH
SOLE
0
0
1578
ROBLOX CORP
CL A
771049103
BBG001V1Y6Z1
22890953
500677
SH
SOLE
0
0
500677
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
BBG001T5XQY3
1673102
45268
SH
SOLE
0
0
45268
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
BBG001T6L7C0
1333007
38206
SH
SOLE
0
0
38206
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
BBG001T5XQT9
4697525
84382
SH
SOLE
0
0
84382
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
10165969
133534
SH
SOLE
0
0
133534
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
BBG001T66WN0
9754814
117585
SH
SOLE
0
0
117585
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
BBG001T66WQ7
248926
3551
SH
SOLE
0
0
3551
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
BBG001T5XQV6
8253209
146333
SH
SOLE
0
0
146333
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
BBG001V036R6
7562283
100402
SH
SOLE
0
0
100402
SCHWAB STRATEGIC TR
US REIT ETF
808524847
BBG001V039G2
231580
11182
SH
SOLE
0
0
11182
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
BBG001T5XQW5
7250647
153485
SH
SOLE
0
0
153485
SEELOS THERAPEUTICS INC
COM NEW
81577F208
BBG001S7J019
41714
30010
SH
SOLE
0
0
30010
SELECT SECTOR SPDR TR
ENERGY
81369Y506
BBG001S7T1S7
206321
2461
SH
SOLE
0
0
2461
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
BBG001S7T223
358493
9534
SH
SOLE
0
0
9534
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
BBG001S7T1Q9
357620
2000
SH
SOLE
0
0
2000
SIRIUS XM HOLDINGS INC
COM
82968B103
BBG001S70ZY6
101097
18482
SH
SOLE
0
0
18482
SOUTHERN CO
COM
842587107
BBG001S5W777
330783
4717
SH
SOLE
0
0
4717
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
BBG001S8LH99
324314
861
SH
SOLE
0
0
861
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
BBG001T2P370
314001
7184
SH
SOLE
0
0
7184
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
7852728
16521
SH
SOLE
0
0
16521
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
BBG001T083N5
1380600
28889
SH
SOLE
0
0
28889
SPDR SER TR
S&P DIVID ETF
78464A763
BBG001SPTBP8
6685270
53495
SH
SOLE
0
0
53495
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
BBG0084H8485
623467
15490
SH
SOLE
0
0
15490
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
218400
2100
SH
SOLE
0
0
2100
TARGET CORP
COM
87612E106
BBG001SC0K41
293955
2064
SH
SOLE
0
0
2064
TESLA INC
COM
88160R101
BBG001SQKGD7
359067
1445
SH
SOLE
0
0
1445
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
265918
1560
SH
SOLE
0
0
1560
TWILIO INC
CL A
90138F102
BBG0029ZX859
1592057
20984
SH
SOLE
0
0
20984
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
7637636
124048
SH
SOLE
0
0
124048
UNION PAC CORP
COM
907818108
BBG001S5X2M0
575488
2343
SH
SOLE
0
0
2343
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
579307
1100
SH
SOLE
0
0
1100
UPSTART HLDGS INC
COM
91680M107
BBG00PKCBY62
326554
7992
SH
SOLE
0
0
7992
US BANCORP DEL
COM NEW
902973304
BBG001S6T8C1
222330
5137
SH
SOLE
0
0
5137
VALLEY NATL BANCORP
COM
919794107
BBG001S7H654
281796
25948
SH
SOLE
0
0
25948
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
BBG001SK3J43
260164
1582
SH
SOLE
0
0
1582
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
1506697
4847
SH
SOLE
0
0
4847
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
2240409
9630
SH
SOLE
0
0
9630
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
684376
1567
SH
SOLE
0
0
1567
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
2146690
10063
SH
SOLE
0
0
10063
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
BBG001SHTTW9
206230
853
SH
SOLE
0
0
853
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
4494769
30065
SH
SOLE
0
0
30065
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
BBG001T2YZG9
1136604
11048
SH
SOLE
0
0
11048
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
BBG009THVRX1
416466
8158
SH
SOLE
0
0
8158
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
BBG001SS0V24
7537722
67524
SH
SOLE
0
0
67524
VANGUARD WORLD FDS
INF TECH ETF
92204A702
BBG001SHTTR5
1252501
2588
SH
SOLE
0
0
2588
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
495135
13134
SH
SOLE
0
0
13134
VIATRIS INC
COM
92556V106
BBG00Y52JV51
232629
21480
SH
SOLE
0
0
21480
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1873777
7197
SH
SOLE
0
0
7197
WARBY PARKER INC
CL A COM
93403J106
BBG005DWN8L7
244015
17306
SH
SOLE
0
0
17306
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
BBG006G0J5J6
376760
8973
SH
SOLE
0
0
8973
WISDOMTREE TR
US LARGECAP DIVD
97717W307
BBG001SHL7K8
5781852
87102
SH
SOLE
0
0
87102
WISDOMTREE TR
US MIDCAP DIVID
97717W505
BBG001SHKG74
687127
15039
SH
SOLE
0
0
15039
WISDOMTREE TR
US QTLY DIV GRT
97717X669
BBG004LMH3Z6
305572
4348
SH
SOLE
0
0
4348
YEXT INC
COM
98585N106
BBG001V12329
84292
14311
SH
SOLE
0
0
14311