Strategic Family Wealth Counselors, L.L.C.
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1729755
FAIRFIELD, NJ
Position in ADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,725
New position
Shares Held
8,091
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#166
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $2,168,329 across 2 Asset Management names. ADX ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
48,173 | $1,961,604 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
8,091 | $206,725 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,725 | 8,091 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||