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