Portfolio (Quarterly)
Guide ↗
Strategic Family Wealth Counselors, L.L.C.
· CIK 0001729755| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 2,814 | $413K | 0.09% | SOLD |
| 22 | BPOP | POPULAR INC | Financial Services | 3,281 | $410K | 0.09% | SOLD |
| 23 | CMCSA | COMCAST CORP NEW | Communication Services | 14,200 | $400K | 0.09% | SOLD |
| 24 | NOW | SERVICENOW INC | Technology | 3,113 | $390K | 0.09% | SOLD |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,304 | $380K | 0.09% | SOLD |
| 26 | VLO | VALERO ENERGY CORP | Energy | 2,055 | $380K | 0.09% | SOLD |
| 27 | GEV | GE VERNOVA INC | Utilities | 551 | $377K | 0.09% | SOLD |
| 28 | COP | CONOCOPHILLIPS | Energy | 3,888 | $371K | 0.08% | SOLD |
| 29 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 7,232 | $367K | 0.08% | SOLD |
| 30 | SYK | STRYKER CORPORATION | Healthcare | 1,018 | $366K | 0.08% | SOLD |
| 31 | QCOM | QUALCOMM INC | Technology | 2,359 | $363K | 0.08% | SOLD |
| 32 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,174 | $356K | 0.08% | SOLD |
| 33 | CRM | SALESFORCE INC | Technology | 1,542 | $339K | 0.08% | SOLD |
| 34 | ADBE | ADOBE INC | Technology | 1,132 | $329K | 0.07% | SOLD |
| 35 | AMP | AMERIPRISE FINL INC | Financial Services | 631 | $311K | 0.07% | SOLD |
| 36 | VNT | VONTIER CORPORATION | Technology | 8,476 | $311K | 0.07% | SOLD |
| 37 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,311 | $304K | 0.07% | SOLD |
| 38 | LOW | LOWES COS INC | Consumer Cyclical | 1,131 | $304K | 0.07% | SOLD |
| 39 | NTNX | NUTANIX INC | Technology | 6,994 | $302K | 0.07% | SOLD |
| 40 | ALL | ALLSTATE CORP | Financial Services | 1,552 | $300K | 0.07% | 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%