0001221073-24-000069.txt : 20240814 0001221073-24-000069.hdr.sgml : 20240814 20240814114953 ACCESSION NUMBER: 0001221073-24-000069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 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: 241205604 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 06-30-2024 06-30-2024 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 08-13-2024 0 124 262961469
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 487803 2844 SH SOLE 0 0 2844 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 208101 1135 SH SOLE 0 0 1135 AMAZON COM INC COM 023135106 BBG001S5PQL7 1053213 5450 SH SOLE 0 0 5450 AMGEN INC COM 031162100 BBG001S5NNL6 328073 1050 SH SOLE 0 0 1050 APPLE INC COM 037833100 BBG001S5N8V8 5652755 26839 SH SOLE 0 0 26839 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 5386588 122562 SH SOLE 0 0 122562 AT&T INC COM 00206R102 BBG001S5VWH2 329050 17219 SH SOLE 0 0 17219 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 218616 5497 SH SOLE 0 0 5497 BLACKSTONE MTG TR INC COM CL A 09257W100 BBG001S5Q7V7 308792 17726 SH SOLE 0 0 17726 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 274428 8316 SH SOLE 0 0 8316 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 289984 9850 SH SOLE 0 0 9850 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 8905515 270767 SH SOLE 0 0 270767 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 14020Y508 BBG01J5S7N48 596778 23113 SH SOLE 0 0 23113 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 BBG014YZRRT5 2267107 102030 SH SOLE 0 0 102030 CAPITAL GRP FIXED INCM ETF T SHORT DURATION 14020Y409 BBG019XFYS46 447801 17623 SH SOLE 0 0 17623 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 BBG019XS8NR3 562467 20894 SH SOLE 0 0 20894 CISCO SYS INC COM 17275R102 BBG001S6HC62 209567 4411 SH SOLE 0 0 4411 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 BBG00SHY90K3 15084 12263 SH SOLE 0 0 12263 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 455045 4689 SH SOLE 0 0 4689 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 476880 561 SH SOLE 0 0 561 DISNEY WALT CO COM 254687106 BBG001S5QHF3 790018 7957 SH SOLE 0 0 7957 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 BBG00NJ314P5 453405 10847 SH SOLE 0 0 10847 EXCHANGE TRADED CONCEPTS TRU BITWISE CRYPTO 301505624 BBG01076JFY6 1047289 77692 SH SOLE 0 0 77692 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 393941 3422 SH SOLE 0 0 3422 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 600925 10976 SH SOLE 0 0 10976 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 BBG00FZ4KG74 554786 12887 SH SOLE 0 0 12887 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 6031365 148009 SH SOLE 0 0 148009 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 230485 2303 SH SOLE 0 0 2303 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 BBG00BDMWQF3 270361 8034 SH SOLE 0 0 8034 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 1779861 16642 SH SOLE 0 0 16642 HERSHEY CO COM 427866108 BBG001S5S148 280775 1527 SH SOLE 0 0 1527 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 5942266 91490 SH SOLE 0 0 91490 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 4228132 200766 SH SOLE 0 0 200766 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 1213651 59347 SH SOLE 0 0 59347 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 BBG001S9FH85 301972 3197 SH SOLE 0 0 3197 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 7489402 45589 SH SOLE 0 0 45589 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3108458 6488 SH SOLE 0 0 6488 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 286483 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 3209741 29528 SH SOLE 0 0 29528 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 378013 691 SH SOLE 0 0 691 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 3068708 54487 SH SOLE 0 0 54487 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 1019025 9066 SH SOLE 0 0 9066 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 2073802 24700 SH SOLE 0 0 24700 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 584853 5489 SH SOLE 0 0 5489 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4971344 13638 SH SOLE 0 0 13638 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 281312 1612 SH SOLE 0 0 1612 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 947809 7850 SH SOLE 0 0 7850 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 1212471 14954 SH SOLE 0 0 14954 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 825384 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 436789 4720 SH SOLE 0 0 4720 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 353282 1941 SH SOLE 0 0 1941 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 296645 2452 SH SOLE 0 0 2452 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 480806 8483 SH SOLE 0 0 8483 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 3729477 73895 SH SOLE 0 0 73895 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 BBG00F7XD8R5 2959730 60975 SH SOLE 0 0 60975 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 429078 2936 SH SOLE 0 0 2936 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 728743 3603 SH SOLE 0 0 3603 MARATHON OIL CORP COM 565849106 BBG001S69V69 296047 10326 SH SOLE 0 0 10326 MARATHON PETE CORP COM 56585A102 BBG001S169P1 1800549 10379 SH SOLE 0 0 10379 MERCK & CO INC COM 58933Y105 BBG001S5TC52 262346 2119 SH SOLE 0 0 2119 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 713995 1416 SH SOLE 0 0 1416 MICROSOFT CORP COM 594918104 BBG001S5TD05 3488014 7804 SH SOLE 0 0 7804 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3688693 29858 SH SOLE 0 0 29858 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 3589784 65880 SH SOLE 0 0 65880 PAYCHEX INC COM 704326107 BBG001S5V135 238543 2012 SH SOLE 0 0 2012 PEPSICO INC COM 713448108 BBG001S695T1 208327 1263 SH SOLE 0 0 1263 PFIZER INC COM 717081103 BBG001S5V466 4904867 175299 SH SOLE 0 0 175299 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 1579812 10161 SH SOLE 0 0 10161 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 211923 1285 SH SOLE 0 0 1285 REAVES UTIL INCOME FD COM SH BEN INT 756158101 BBG001SBVF13 712685 26087 SH SOLE 0 0 26087 RELIANCE INC COM 759509102 BBG001S81M27 740645 2593 SH SOLE 0 0 2593 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 18630192 500677 SH SOLE 0 0 500677 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1738809 45258 SH SOLE 0 0 45258 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 609378 17127 SH SOLE 0 0 17127 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 5307957 84427 SH SOLE 0 0 84427 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 11280508 145068 SH SOLE 0 0 145068 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 12616277 125112 SH SOLE 0 0 125112 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 263059 3551 SH SOLE 0 0 3551 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 9550284 148643 SH SOLE 0 0 148643 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8604234 110552 SH SOLE 0 0 110552 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 205971 10314 SH SOLE 0 0 10314 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 8244694 173755 SH SOLE 0 0 173755 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 234684 2575 SH SOLE 0 0 2575 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 394101 9586 SH SOLE 0 0 9586 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 364800 2000 SH SOLE 0 0 2000 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 61785 21832 SH SOLE 0 0 21832 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 337617 863 SH SOLE 0 0 863 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 BBG001T2P370 311622 7504 SH SOLE 0 0 7504 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 8756142 16089 SH SOLE 0 0 16089 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1363267 28889 SH SOLE 0 0 28889 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 7063700 55541 SH SOLE 0 0 55541 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 829723 20889 SH SOLE 0 0 20889 SYSCO CORP COM 871829107 BBG001S5WJS8 336390 4712 SH SOLE 0 0 4712 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 391073 2250 SH SOLE 0 0 2250 TARGET CORP COM 87612E106 BBG001SC0K41 305555 2064 SH SOLE 0 0 2064 TESLA INC COM 88160R101 BBG001SQKGD7 259025 1309 SH SOLE 0 0 1309 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 303467 1560 SH SOLE 0 0 1560 TIDAL ETF TR SP DWJNS SUKUK 886364702 BBG00R3N4573 772132 43648 SH SOLE 0 0 43648 TWILIO INC CL A 90138F102 BBG0029ZX859 1192102 20984 SH SOLE 0 0 20984 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 9033180 124287 SH SOLE 0 0 124287 UNION PAC CORP COM 907818108 BBG001S5X2M0 530128 2343 SH SOLE 0 0 2343 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 565447 1110 SH SOLE 0 0 1110 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 203939 5137 SH SOLE 0 0 5137 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 181118 25948 SH SOLE 0 0 25948 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 268048 1588 SH SOLE 0 0 1588 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 2264855 6056 SH SOLE 0 0 6056 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2589532 10696 SH SOLE 0 0 10696 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1866146 3731 SH SOLE 0 0 3731 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2231948 10236 SH SOLE 0 0 10236 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 5206946 32460 SH SOLE 0 0 32460 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1534711 13626 SH SOLE 0 0 13626 VANGUARD MALVERN FDS CORE BD ETF 922020748 BBG01KH0XWG1 911297 11986 SH SOLE 0 0 11986 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 200623 1099 SH SOLE 0 0 1099 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 8428314 71065 SH SOLE 0 0 71065 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1798690 3120 SH SOLE 0 0 3120 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 446318 10822 SH SOLE 0 0 10822 VIATRIS INC COM 92556V106 BBG00Y52JV51 228333 21480 SH SOLE 0 0 21480 VISA INC COM CL A 92826C839 BBG001SRCFY3 1889035 7197 SH SOLE 0 0 7197 WARBY PARKER INC CL A COM 93403J106 BBG005DWN8L7 277935 17306 SH SOLE 0 0 17306 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 BBG006G0J5J6 409387 8980 SH SOLE 0 0 8980 WISDOMTREE TR US LARGECAP DIVD 97717W307 BBG001SHL7K8 6656569 91499 SH SOLE 0 0 91499 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 648387 13863 SH SOLE 0 0 13863 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 285007 3652 SH SOLE 0 0 3652 YEXT INC COM 98585N106 BBG001V12329 76564 14311 SH SOLE 0 0 14311