Strategic-Family-Wealth-Counselors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "FNDF",
  "ABBV",
  "GOOGL",
  "AXP",
  "SCHH",
  null,
  "T",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "UTG",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "FULT",
  "GSIE",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IWS",
  "MA",
  "MSFT",
  null,
  "DLN",
  "HSY",
  "IWD",
  "PAYX",
  null,
  null,
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "VZ",
  "AMGN",
  null,
  "SCHX",
  null,
  "RS",
  "GLD",
  null,
  "TXN",
  "TGT",
  "TWLO",
  "UBER",
  "BIV",
  "VO",
  "VXF",
  "AVXL",
  "IWV",
  null,
  null,
  null,
  "TSM",
  "VYM",
  null,
  null,
  "SDY",
  "IWR",
  "GSLC",
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  "VBK",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WRBY",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  null,
  "RBLX",
  "SYY",
  "DIA",
  null,
  "UPST",
  "BAC",
  "BRK-A",
  "CVX",
  "CSCO",
  "CLOV",
  "C",
  "CL",
  "COST",
  "RSP",
  "IJT",
  "VOD",
  "USMV",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 137
Total Value: 307515025
Accession Number: 0001221073-25-000050
Form Type: 13F-HR
CIK: strategic-family-wealth-counselors
Manager Name: Strategic-Family-Wealth-Counselors

Data Enrichment

67% identified

92 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $307.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 7

Sort by:

TWILIO INC

TWLO|90138F102

Shares:19.1K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$307.5M)

381430503

GSLC|381430503

Shares:16.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$307.5M)

922042742

VT|922042742

Shares:14.8K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$307.5M)

464288257

Shares:14.3K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$307.5M)

464288273

Shares:24.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$307.5M)

46438F101

Shares:33.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$307.5M)

808524805

SCHF|808524805

Shares:77.6K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$307.5M)

AMAZON COM INC

AMZN|023135106

Shares:7.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$307.5M)

464287499

IWR|464287499

Shares:16.9K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$307.5M)

78468R739

Shares:29.7K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$307.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$307.5M)

46138J825

Shares:65.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$307.5M)

14020Y102

Shares:59.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$307.5M)

97717W505

Shares:27.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$307.5M)

14020X104

Shares:43.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.9K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$307.5M)

808524888

Shares:29.1K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.5M)

886364702

Shares:57.2K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.5M)

464287473

IWS|464287473

Shares:7.8K

Value:$988.9K

% of Portfolio:0.3% ($988.9K/$307.5M)

301505624

Shares:79.4K

Value:$963.8K

% of Portfolio:0.3% ($963.8K/$307.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TWILIO INC(TWLOcusip90138F102)	19.1K	QoQ -8.69% (-1.8K) YoY -8.95% (-1.9K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$307.5M)	QoQ -17.28% (-$390.9K) YoY +45.76% (-$587.3K)
(GSLCcusip381430503)	16.7K	QoQ +0.02% (-4) YoY +0.35% (+59)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$307.5M)	QoQ -4.40% (-$84.6K) YoY +6.43% (+$110.9K)
(VTcusip922042742)	14.8K	QoQ +0.07% (-11) YoY +19.69% (+2.4K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$307.5M)	QoQ -1.23% (-$21.4K) YoY +25.59% (+$349.7K)
(cusip464288257)✕	14.3K	QoQ +0.91% (-129) YoY +57.44% (+5.2K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$307.5M)	QoQ -0.04% (-$686) YoY +66.39% (+$662.9K)
(cusip464288273)✕	24.6K	QoQ -0.23% (-58) YoY NEW(+24.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$307.5M)	QoQ +4.33% (-$64.9K) YoY NEW(+$1.6M)
(cusip46438F101)✕	33.2K	QoQ +1.68% (-550) YoY NEW(+33.2K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$307.5M)	QoQ -10.27% (-$178.1K) YoY NEW(+$1.6M)
(SCHFcusip808524805)	77.6K	QoQ +0.59% (+460) YoY +71.35% (-32.3K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$307.5M)	QoQ +7.55% (+$107.8K) YoY -13.13% (-$232.0K)
AMAZON COM INC(AMZNcusip023135106)	7.7K	QoQ +3.43% (-257) YoY +44.10% (+2.4K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$307.5M)	QoQ -10.29% (-$169.0K) YoY +51.99% (+$503.6K)
(IWRcusip464287499)	16.9K	QoQ +2.21% (-366) YoY +12.81% (+1.9K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$307.5M)	QoQ -1.63% (-$23.8K) YoY +14.12% (+$177.7K)
(cusip78468R739)✕	29.7K	QoQ NEW(+29.7K) YoY +2.78% (+804)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$307.5M)	QoQ NEW(+$1.4M) YoY +3.13% (+$42.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.6K	QoQ +4.07% (+219) YoY +57.25% (+2.0K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$307.5M)	QoQ +6.50% (+$83.8K) YoY +92.58% (+$659.5K)
(cusip46138J825)✕	65.0K	QoQ +14.46% (+8.2K) YoY +7.28% (+4.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$307.5M)	QoQ +14.63% (+$171.6K) YoY +8.60% (+$106.4K)
(cusip14020Y102)✕	59.7K	QoQ +4.71% (+2.7K) YoY -42.07% (-43.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$307.5M)	QoQ +5.89% (+$74.7K) YoY -42.09% (-$975.1K)
(cusip97717W505)✕	27.0K	QoQ +0.10% (-28) YoY +94.95% (+13.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$307.5M)	QoQ -2.74% (-$37.7K) YoY +97.95% (+$661.8K)
(cusip14020X104)✕	43.4K	QoQ +23.54% (+8.3K) YoY NEW(+43.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.5M)	QoQ +19.77% (+$203.0K) YoY NEW(+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	1.9K	QoQ +3.30% (+60) YoY +34.96% (+486)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$307.5M)	QoQ +1.69% (+$18.0K) YoY +60.20% (+$406.4K)
(cusip808524888)✕	29.1K	QoQ +5.18% (+1.4K) YoY +68.66% (+11.8K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.5M)	QoQ +9.93% (+$94.2K) YoY +69.03% (+$425.8K)
(cusip886364702)✕	57.2K	QoQ +3.53% (+2.0K) YoY NEW(+57.2K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.5M)	QoQ +4.63% (+$45.7K) YoY NEW(+$1.0M)
(IWScusip464287473)	7.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$988.9K	0.3% ($988.9K/$307.5M)	QoQ -2.60% (-$26.5K) YoY +0.51% (+$5.0K)
(cusip301505624)✕	79.4K	QoQ +2.18% (-1.7K) YoY +2.18% (-1.7K)	All Managers (Combined)	$963.8K	0.3% ($963.8K/$307.5M)	QoQ -26.55% (-$348.4K) YoY -5.73% (-$58.6K)