Long-term investor

Strategic Family Wealth Counselors, L.l.c. @strategicfamilywealthcou

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729755).

Record

  • Tracked since 2025-06-30 (446 days), 193 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +9.3% · all +9.3%
  • Max drawdown n/a · win rate 11% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524300 · 4.3% · long · since 2025-06-30
  • 808524797 · 3.4% · long · since 2025-06-30
  • RBLX · 3.3% · long · since 2025-06-30
  • 78462F103 · 3.3% · long · since 2025-06-30
  • 14020G101 · 3.2% · long · since 2025-06-30
  • 921946406 · 3.2% · long · since 2025-06-30
  • 808524607 · 3.2% · long · since 2025-06-30
  • 808524508 · 3.0% · long · since 2025-06-30
  • 808524201 · 2.9% · long · since 2025-06-30
  • 97717W307 · 2.8% · long · since 2025-06-30
  • 46137V357 · 2.6% · long · since 2025-06-30
  • 922908744 · 2.5% · long · since 2025-06-30

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