Strategic Family Wealth Counselors, L.L.C.
Top Portfolio Positions
69 positions ·
$100,026,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RBLX |
Roblox Corp
Communication Services
|
261,453 | $14,787,781 | 14.78% |
| SPY |
Spdr S&P 500 ETF Trust
|
18,783 | $12,215,336 | 12.21% |
| UBER |
Uber Technologies, Inc
Technology
|
124,582 | $8,961,183 | 8.96% |
| AAPL |
Apple Inc.
Technology
|
32,211 | $8,174,829 | 8.17% |
| NVDA |
Nvidia Corp
Technology
|
45,214 | $7,885,321 | 7.88% |
| PFE |
Pfizer Inc
Healthcare
|
175,678 | $4,933,038 | 4.93% |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,088 | $4,091,051 | 4.09% |
| MSFT |
Microsoft Corp
Technology
|
10,325 | $3,822,005 | 3.82% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,418 | $2,586,296 | 2.59% |
| V |
Visa Inc.
Financial Services
|
7,945 | $2,401,296 | 2.40% |
Portfolio Trend
Holdings in BITW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,550,717 | 34,764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,000,895 | 34,052 | Shares | Sole | 2026-02-04 | |
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