Portfolio (Quarterly)
Guide ↗
Strategic Family Wealth Counselors, L.L.C.
· CIK 0001729755| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 541 | $285K | 0.06% | SOLD |
| 42 | DAL | DELTA AIR LINES INC DEL | Industrials | 4,161 | $281K | 0.06% | SOLD |
| 43 | R | RYDER SYS INC | Industrials | 1,450 | $273K | 0.06% | SOLD |
| 44 | HD | HOME DEPOT INC | Consumer Cyclical | 717 | $269K | 0.06% | SOLD |
| 45 | KR | KROGER CO | Consumer Defensive | 4,100 | $259K | 0.06% | SOLD |
| 46 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 694 | $255K | 0.06% | SOLD |
| 47 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 334 | $245K | 0.06% | SOLD |
| 48 | SNOW | SNOWFLAKE INC | Technology | 1,168 | $241K | 0.05% | SOLD |
| 49 | FLS | FLOWSERVE CORP | Industrials | 3,170 | $241K | 0.05% | SOLD |
| 50 | BA | BOEING CO | Industrials | 954 | $237K | 0.05% | SOLD |
| 51 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 731 | $235K | 0.05% | SOLD |
| 52 | — | EVEREST GROUP LTD | — | 717 | $229K | 0.05% | SOLD |
| 53 | BFH | BREAD FINANCIAL HOLDINGS INC | Financial Services | 3,248 | $227K | 0.05% | SOLD |
| 54 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,540 | $226K | 0.05% | SOLD |
| 55 | BELFB | BEL FUSE INC | Technology | 1,105 | $222K | 0.05% | SOLD |
| 56 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 3,057 | $221K | 0.05% | SOLD |
| 57 | PAYX | PAYCHEX INC | Industrials | 2,024 | $217K | 0.05% | SOLD |
| 58 | PLD | PROLOGIS INC. | Real Estate | 1,588 | $208K | 0.05% | SOLD |
| 59 | INSM | INSMED INC | Healthcare | 1,266 | $207K | 0.05% | SOLD |
| 60 | MMM | 3M CO | Industrials | 1,310 | $205K | 0.05% | 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%