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 7 of 7

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922908652

VXF|922908652

Shares:1.5K

Value:$263.1K

% of Portfolio:0.1% ($263.1K/$307.5M)

HERSHEY CO

HSY|427866108

Shares:1.5K

Value:$262.6K

% of Portfolio:0.1% ($262.6K/$307.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.1K

Value:$259.1K

% of Portfolio:0.1% ($259.1K/$307.5M)

ELI LILLY & Co

LLY|532457108

Shares:309

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$307.5M)

US BANCORP \DE\

USB|902973304

Shares:6.0K

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$307.5M)

FULTON FINANCIAL CORP

FULT|360271100

Shares:13.9K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$307.5M)

81369Y506

Shares:2.5K

Value:$235.4K

% of Portfolio:0.1% ($235.4K/$307.5M)

922908595

VBK|922908595

Shares:912

Value:$229.6K

% of Portfolio:0.1% ($229.6K/$307.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:783

Value:$225.6K

% of Portfolio:0.1% ($225.6K/$307.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.0K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$307.5M)

CITIGROUP INC

C|172967424

Shares:3.0K

Value:$211.9K

% of Portfolio:0.1% ($211.9K/$307.5M)

Mastercard Inc

MA|57636Q104

Shares:385

Value:$211.0K

% of Portfolio:0.1% ($211.0K/$307.5M)

316092840

Shares:4.2K

Value:$209.5K

% of Portfolio:0.1% ($209.5K/$307.5M)

Viatris Inc

VTRS|92556V106

Shares:21.5K

Value:$187.2K

% of Portfolio:0.1% ($187.2K/$307.5M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:10.9K

Value:$102.0K

% of Portfolio:0.0% ($102.0K/$307.5M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:12.3K

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$307.5M)

ANAVEX LIFE SCIENCES CORP.

AVXL|032797300

Shares:—

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$307.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXFcusip922908652)	1.5K	QoQ -0.32% (-5) YoY -3.65% (-58)	All Managers (Combined)	$263.1K	0.1% ($263.1K/$307.5M)	QoQ -9.61% (-$28.0K) YoY -5.29% (-$14.7K)
HERSHEY CO(HSYcusip427866108)	1.5K	QoQ +0.13% (+2) YoY +0.52% (-8)	All Managers (Combined)	$262.6K	0.1% ($262.6K/$307.5M)	QoQ +1.12% (+$2.9K) YoY -11.60% (-$34.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$259.1K	0.1% ($259.1K/$307.5M)	QoQ NEW(+$259.1K) YoY NEW(+$259.1K)
ELI LILLY & Co(LLYcusip532457108)	309	QoQ +14.02% (+38) YoY NEW(+309)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$307.5M)	QoQ +21.98% (+$46.0K) YoY NEW(+$255.2K)
US BANCORP \DE\(USBcusip902973304)	6.0K	QoQ +0.16% (-10) YoY +17.34% (+891)	All Managers (Combined)	$254.5K	0.1% ($254.5K/$307.5M)	QoQ -11.58% (-$33.3K) YoY +10.83% (+$24.9K)
FULTON FINANCIAL CORP(FULTcusip360271100)	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$251.7K	0.1% ($251.7K/$307.5M)	QoQ NEW(+$251.7K) YoY NEW(+$251.7K)
(cusip81369Y506)✕	2.5K	QoQ +1.98% (+49) YoY -2.09% (-54)	All Managers (Combined)	$235.4K	0.1% ($235.4K/$307.5M)	QoQ +11.26% (+$23.8K) YoY -3.07% (-$7.5K)
(VBKcusip922908595)	912	QoQ NEW(+912) YoY NEW(+912)	All Managers (Combined)	$229.6K	0.1% ($229.6K/$307.5M)	QoQ NEW(+$229.6K) YoY NEW(+$229.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	783	QoQ NEW(+783) YoY NEW(+783)	All Managers (Combined)	$225.6K	0.1% ($225.6K/$307.5M)	QoQ NEW(+$225.6K) YoY NEW(+$225.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.0K	QoQ +6.55% (+185) YoY NEW(+3.0K)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$307.5M)	QoQ +5.36% (+$10.9K) YoY NEW(+$213.2K)
CITIGROUP INC(Ccusip172967424)	3.0K	QoQ +0.84% (+25) YoY NEW(+3.0K)	All Managers (Combined)	$211.9K	0.1% ($211.9K/$307.5M)	QoQ +1.71% (+$3.6K) YoY NEW(+$211.9K)
Mastercard Inc(MAcusip57636Q104)	385	QoQ -1.02% (-4) YoY NEW(+385)	All Managers (Combined)	$211.0K	0.1% ($211.0K/$307.5M)	QoQ +3.02% (-$6.2K) YoY NEW(+$211.0K)
(cusip316092840)✕	4.2K	QoQ +0.83% (+35) YoY NEW(+4.2K)	All Managers (Combined)	$209.5K	0.1% ($209.5K/$307.5M)	QoQ +0.15% (+$315) YoY NEW(+$209.5K)
Viatris Inc(VTRScusip92556V106)	21.5K	QoQ -0.50% (-110) YoY +0.08% (-18)	All Managers (Combined)	$187.2K	0.1% ($187.2K/$307.5M)	QoQ -30.39% (-$81.8K) YoY -26.99% (-$69.2K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	10.9K	QoQ +0.89% (+96) YoY NEW(+10.9K)	All Managers (Combined)	$102.0K	0.0% ($102.0K/$307.5M)	QoQ +11.34% (+$10.4K) YoY NEW(+$102.0K)
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	12.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$307.5M)	QoQ +13.96% (+$5.4K) YoY +352.14% (+$34.3K)
ANAVEX LIFE SCIENCES CORP.(AVXLcusip032797300)	—	QoQ NEW YoY NEW	All Managers (Combined)	$25.7K	0.0% ($25.7K/$307.5M)	QoQ NEW(+$25.7K) YoY NEW(+$25.7K)