Portfolio (Quarterly)
Guide ↗
Strategic Family Wealth Counselors, L.L.C.
· CIK 0001729755| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 27,687 | $1.3M | 0.30% | SOLD |
| 2 | MCK | MCKESSON CORP | Healthcare | 1,058 | $870K | 0.20% | SOLD |
| 3 | LRCX | LAM RESEARCH CORP | Technology | 3,853 | $857K | 0.19% | SOLD |
| 4 | ETN | EATON CORP PLC | Industrials | 2,467 | $833K | 0.19% | SOLD |
| 5 | ORCL | ORACLE CORP | Technology | 3,907 | $703K | 0.16% | SOLD |
| 6 | WFC | WELLS FARGO CO NEW | Financial Services | 8,105 | $702K | 0.16% | SOLD |
| 7 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 136 | $684K | 0.15% | SOLD |
| 8 | MDT | MEDTRONIC PLC | Healthcare | 6,548 | $646K | 0.14% | SOLD |
| 9 | TRV | TRAVELERS COMPANIES INC | Financial Services | 2,083 | $562K | 0.13% | SOLD |
| 10 | PGR | PROGRESSIVE CORP | Financial Services | 2,677 | $546K | 0.12% | SOLD |
| 11 | GM | GENERAL MTRS CO | Consumer Cyclical | 6,922 | $539K | 0.12% | SOLD |
| 12 | GL | GLOBE LIFE INC | Financial Services | 3,920 | $537K | 0.12% | SOLD |
| 13 | LIN | LINDE PLC | Basic Materials | 1,224 | $530K | 0.12% | SOLD |
| 14 | GRMN | GARMIN LTD | Technology | 2,586 | $519K | 0.12% | SOLD |
| 15 | MS | MORGAN STANLEY | Financial Services | 2,773 | $505K | 0.11% | SOLD |
| 16 | INTU | INTUIT | Technology | 935 | $495K | 0.11% | SOLD |
| 17 | FDX | FEDEX CORP | Industrials | 1,492 | $449K | 0.10% | SOLD |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 987 | $436K | 0.10% | SOLD |
| 19 | DE | DEERE & CO | Industrials | 851 | $433K | 0.10% | SOLD |
| 20 | RRX | REGAL REXNORD CORPORATION | Industrials | 2,775 | $423K | 0.10% | SOLD |
Sector Allocation
Technology
46.4%
Financial Services
27.8%
Healthcare
8.9%
Communication Services
6.9%
Consumer Cyclical
3.7%
Consumer Defensive
2.6%
Industrials
1.2%
Basic Materials
1.0%
Real Estate
0.7%
Utilities
0.5%