Get Premium to unlock powerful stock data

Strategic Family Wealth Counselors, L.L.C. Buys Invesco BulletShares 2023 Corporate Bond ETF, SPDR SSgA Ultra Short Term Bond ETF, Fidelity Total Bond ETF, Sells Invesco BulletShares 2021 Corporate Bond ETF, Roblox Corp, Janus Henderson Short Duration Inc

Author's Avatar
insider
Feb 08, 2022
Article's Main Image
Investment company Strategic Family Wealth Counselors, L.L.C. (Current Portfolio) buys Invesco BulletShares 2023 Corporate Bond ETF, SPDR SSgA Ultra Short Term Bond ETF, Fidelity Total Bond ETF, Invesco BulletShares 2022 Corporate Bond ETF, WisdomTree U.S. LargeCap Dividend Fund, sells Invesco BulletShares 2021 Corporate Bond ETF, Roblox Corp, Janus Henderson Short Duration Income ETF, Boeing Co, International Business Machines Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Strategic Family Wealth Counselors, L.L.C.. As of 2021Q4, Strategic Family Wealth Counselors, L.L.C. owns 104 stocks with a total value of $312 million. These are the details of the buys and sells.

For the details of Strategic Family Wealth Counselors, L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/strategic+family+wealth+counselors%2C+l.l.c./current-portfolio/portfolio

These are the top 5 holdings of Strategic Family Wealth Counselors, L.L.C.
  1. Roblox Corp (RBLX) - 709,607 shares, 23.47% of the total portfolio. Shares reduced by 22.02%
  2. ARK Innovation ETF (ARKK) - 256,603 shares, 7.78% of the total portfolio. Shares reduced by 14.89%
  3. Invesco BulletShares 2022 Corporate Bond ETF (BSCM) - 577,467 shares, 3.96% of the total portfolio. Shares added by 30.10%
  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 72,588 shares, 3.81% of the total portfolio. Shares added by 23.51%
  5. Pfizer Inc (PFE) - 175,234 shares, 3.32% of the total portfolio. Shares reduced by 0.08%
New Purchase: SPDR SSgA Ultra Short Term Bond ETF (ULST)

Strategic Family Wealth Counselors, L.L.C. initiated holding in SPDR SSgA Ultra Short Term Bond ETF. The purchase prices were between $40.25 and $40.39, with an estimated average price of $40.32. The stock is now traded at around $40.210000. The impact to a portfolio due to this purchase was 1.3%. The holding were 100,300 shares as of 2021-12-31.

New Purchase: Fidelity Total Bond ETF (FBND)

Strategic Family Wealth Counselors, L.L.C. initiated holding in Fidelity Total Bond ETF. The purchase prices were between $52.49 and $53.27, with an estimated average price of $52.84. The stock is now traded at around $51.400000. The impact to a portfolio due to this purchase was 1.19%. The holding were 69,909 shares as of 2021-12-31.

New Purchase: Columbia Diversified Fixed Income Allocation ETF (DIAL)

Strategic Family Wealth Counselors, L.L.C. initiated holding in Columbia Diversified Fixed Income Allocation ETF. The purchase prices were between $20.96 and $21.38, with an estimated average price of $21.17. The stock is now traded at around $20.410000. The impact to a portfolio due to this purchase was 0.53%. The holding were 77,188 shares as of 2021-12-31.

New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)

Strategic Family Wealth Counselors, L.L.C. initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $52.81 and $53.52, with an estimated average price of $53.17. The stock is now traded at around $51.630000. The impact to a portfolio due to this purchase was 0.35%. The holding were 20,237 shares as of 2021-12-31.

New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)

Strategic Family Wealth Counselors, L.L.C. initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $101.58 and $116.01, with an estimated average price of $108.38. The stock is now traded at around $104.870000. The impact to a portfolio due to this purchase was 0.33%. The holding were 8,832 shares as of 2021-12-31.

New Purchase: Warby Parker Inc (WRBY)

Strategic Family Wealth Counselors, L.L.C. initiated holding in Warby Parker Inc. The purchase prices were between $43.15 and $59.5, with an estimated average price of $51.94. The stock is now traded at around $32.200000. The impact to a portfolio due to this purchase was 0.26%. The holding were 17,306 shares as of 2021-12-31.

Added: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)

Strategic Family Wealth Counselors, L.L.C. added to a holding in Invesco BulletShares 2023 Corporate Bond ETF by 139.96%. The purchase prices were between $21.39 and $21.52, with an estimated average price of $21.45. The stock is now traded at around $21.310000. The impact to a portfolio due to this purchase was 1.63%. The holding were 407,181 shares as of 2021-12-31.

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Strategic Family Wealth Counselors, L.L.C. added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 30.10%. The purchase prices were between $21.33 and $21.38, with an estimated average price of $21.36. The stock is now traded at around $21.340000. The impact to a portfolio due to this purchase was 0.92%. The holding were 577,467 shares as of 2021-12-31.

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Strategic Family Wealth Counselors, L.L.C. added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 112.84%. The purchase prices were between $59.44 and $66.09, with an estimated average price of $63. The stock is now traded at around $65.210000. The impact to a portfolio due to this purchase was 0.87%. The holding were 77,605 shares as of 2021-12-31.

Added: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

Strategic Family Wealth Counselors, L.L.C. added to a holding in Invesco BulletShares 2024 Corporate Bond ETF by 239.54%. The purchase prices were between $21.71 and $21.97, with an estimated average price of $21.81. The stock is now traded at around $21.510000. The impact to a portfolio due to this purchase was 0.78%. The holding were 158,665 shares as of 2021-12-31.

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Strategic Family Wealth Counselors, L.L.C. added to a holding in Schwab U.S. Large-Cap Growth ETF by 23.51%. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $146.650000. The impact to a portfolio due to this purchase was 0.73%. The holding were 72,588 shares as of 2021-12-31.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Strategic Family Wealth Counselors, L.L.C. added to a holding in JPMorgan Ultra-Short Income ETF by 74.57%. The purchase prices were between $50.45 and $50.59, with an estimated average price of $50.51. The stock is now traded at around $50.420000. The impact to a portfolio due to this purchase was 0.69%. The holding were 99,272 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: Boeing Co (BA)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: International Business Machines Corp (IBM)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in International Business Machines Corp. The sale prices were between $115.81 and $138.13, with an estimated average price of $125.15.

Sold Out: Alibaba Group Holding Ltd (BABA)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Exxon Mobil Corp (XOM)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in Exxon Mobil Corp. The sale prices were between $59.16 and $66.36, with an estimated average price of $62.52.

Sold Out: Charter Communications Inc (CHTR)

Strategic Family Wealth Counselors, L.L.C. sold out a holding in Charter Communications Inc. The sale prices were between $605.55 and $747.79, with an estimated average price of $679.38.



Here is the complete portfolio of Strategic Family Wealth Counselors, L.L.C.. Also check out:

1. Strategic Family Wealth Counselors, L.L.C.'s Undervalued Stocks
2. Strategic Family Wealth Counselors, L.L.C.'s Top Growth Companies, and
3. Strategic Family Wealth Counselors, L.L.C.'s High Yield stocks
4. Stocks that Strategic Family Wealth Counselors, L.L.C. keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles