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Strategic Family Wealth Counselors, L.L.C. Last Quarter Change: USA Stocks, Added

Strategic Family Wealth Counselors, L.L.C. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Strategic Family Wealth Counselors, L.L.C. opened 10 positions, added to 15, reduced 23, sold out of 6 and left 18 unchanged. The largest increase in value was AAPL (+$1,167,447); the largest decrease was FBTC (-$989,520).

  • AAPL: Country of operation United States; Class COM; Shares 2026-03-31 32,211; Shares 2026-06-30 32,286.
  • RBLX: Country of operation United States; Class CL A; Shares 2026-03-31 261,453; Shares 2026-06-30 261,458.
  • GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 4,284; Shares 2026-06-30 4,414.
  • AVGO: Country of operation United States; Class COM; Shares 2026-03-31 3,012; Shares 2026-06-30 3,130.

Two Form 13F-HR filings compared (SEC CIK 1729755): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
AAPL
APPLE INC
United StatesCOM32,21132,286+75$8,174,711$9,342,158+$1,167,447
RBLX
ROBLOX CORP
United StatesCL A261,453261,458+5$14,787,782$14,218,087-$569,695
GOOG
ALPHABET INC
United StatesCAP STK CL C4,2844,414+130$1,228,932$1,559,723+$330,791
AVGO
BROADCOM INC
United StatesCOM3,0123,130+118$932,164$1,182,260+$250,096
TXN
TEXAS INSTRS INC
United StatesCOM1,6061,853+247$311,789$552,324+$240,535
T
AT&T INC
United StatesCOM20,59520,653+58$597,050$427,518-$169,532
TSLA
TESLA INC
United StatesCOM2,9872,997+10$1,110,553$1,260,692+$150,139
VZ
VERIZON COMMUNICATIONS INC
United StatesCOM10,73310,862+129$538,784$459,909-$78,875
SYY
SYSCO CORP
United StatesCOM4,0764,162+86$290,742$347,860+$57,118
PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A2,6602,928+268$389,105$341,610-$47,495
UBER
UBER TECHNOLOGIES INC
United StatesCOM124,582124,606+24$8,961,184$8,991,569+$30,385
TGT
TARGET CORP
United StatesCOM2,7552,756+1$333,965$359,898+$25,933
BXMT
BLACKSTONE MORTGAGE TRUST IN
United StatesCOM CL A36,03939,265+3,226$690,152$665,548-$24,604
META
META PLATFORMS INC
United StatesCL A2,2022,242+40$1,259,946$1,263,023+$3,077
SO
SOUTHERN CO
United StatesCOM2,2292,246+17$215,137$214,988-$149

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