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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,959,875 | 49,895 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,817,696 | 49,691 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,496,209 | 37,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,015,681 | 28,073 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $919,612 | 28,261 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $882,978 | 27,863 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $850,828 | 25,932 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $712,696 | 26,087 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $497,088 | 18,438 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $276,491 | 10,340 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $346,406 | 14,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $320,265 | 11,680 | Shares | Sole | 2023-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||