Strengthening Families & Communities, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Strengthening Families & Communities, LLC reported 222 stock positions worth $168.8 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.5%) and Vanguard Consumer Discre ETF (VCR, 5.2%). Compared with Q4 2023, it opened 12 new positions, sold out of 11, added to 108 and reduced 24. The biggest buy was Nvidia (NVDA, shares +128%) and the biggest sale an exit from Livent (LTHM).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $168.8M (Q1 2024)
- SEC Filing
- 0001921196-24-000002 ↗ filed May 7, 2024
Holdings Value
Holdings 222 stocks · $168.8M
| AAPL Apple Inc. | 6.18% | 60,801 | $10.4M | Add +5.3% |
| QQQ Invesco QQQ Trust Series 1 | 5.50% | 20,891 | $9.3M | Add +6.1% |
| VCR Vanguard Consumer Discre ETF | 5.17% | 27,443 | $8.7M | Add +7.6% |
| VAW Vanguard Materials ETF | 4.90% | 40,461 | $8.3M | Add +8.3% |
| VGT Vanguard Info Tech ETF | 4.72% | 15,193 | $8.0M | Add +7.9% |
| AMZN Amazon.com Inc. | 4.48% | 41,891 | $7.6M | Add +3.8% |
| VIS Vanguard Industrials ETF | 3.90% | 26,964 | $6.6M | Add +4.2% |
| VDC Vanguard Consumer Staple ETF | 2.79% | 23,032 | $4.7M | Add +6.4% |
| MRK Merck & Co. Inc. | 2.67% | 34,199 | $4.5M | Add +8.6% |
| VDE Vanguard Energy ETF | 2.57% | 32,900 | $4.3M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 2.43% | 26,892 | $4.1M | Add +3.8% |
| NVDA Nvidia Corp. | 2.18% | 4,079 | $3.7M | Add +128.1% |
| SCCO Southern Copper Corp. | 2.18% | 34,507 | $3.7M | Add +4.4% |
| MA Mastercard Inc. Class A | 2.03% | 7,119 | $3.4M | Add +6.2% |
| GOOGL Alphabet Inc. Class A | 1.92% | 21,506 | $3.2M | Add +5.8% |
| XOM Exxon Mobil Corp. | 1.88% | 27,345 | $3.2M | Add +6.8% |
| AVY Avery Dennison Corp. | 1.65% | 12,501 | $2.8M | Add +1.4% |
| BDX Becton Dickinson and Co. | 1.52% | 10,343 | $2.6M | Add +16.9% |
| AVGO Broadcom Inc. | 1.47% | 1,868 | $2.5M | Add +11.0% |
| BR Broadridge Financial Solutio | 1.39% | 11,418 | $2.3M | Add +4.1% |
| ACN Accenture PLC Class A | 1.34% | 6,523 | $2.3M | Add +4.5% |
| CTVA Corteva Inc. | 1.34% | 39,093 | $2.3M | Add +5932.9% |
| STE Steris PLC | 1.30% | 9,741 | $2.2M | Add +5.0% |
| XYL Xylem Inc. | 1.29% | 16,911 | $2.2M | Add +8.5% |
| VPU Vanguard Utilities ETF | 1.25% | 14,840 | $2.1M | Add +8.7% |
| MMM 3M Co. | 1.23% | 19,569 | $2.1M | Add +13.8% |
| ADP Automatic Data Processing | 1.22% | 8,240 | $2.1M | Add +6.4% |
| NEE Nextera Energy Inc. | 1.15% | 30,351 | $1.9M | Add +7.4% |
| TSLA Tesla Inc. | 1.13% | 10,834 | $1.9M | Add +6.8% |
| AMT American Tower Corp. | 1.10% | 9,394 | $1.9M | Add +5.8% |
| FCX Freeport-McMoran Inc. | 1.10% | 39,399 | $1.9M | Add +10.2% |
| PLD Prologis Inc. | 1.09% | 14,179 | $1.8M | Add +20.6% |
| COP Conocophillips | 1.06% | 14,077 | $1.8M | Add +7.8% |
| TTE Totalenergies SE -Spon ADR | 1.06% | 25,968 | $1.8M | Add +28.1% |
| APD Air Products & Chemicals Inc. | 1.05% | 7,298 | $1.8M | Add +8.1% |
| ADSK Autodesk Inc. | 0.99% | 6,423 | $1.7M | Add +8.6% |
| SUM Summit Materials Inc. Class A | 0.99% | 37,295 | $1.7M | Add +10.7% |
| BWA Borgwarner Inc. | 0.97% | 47,289 | $1.6M | Add +9.0% |
| CRM Salesforce Inc. | 0.97% | 5,442 | $1.6M | Add +10.1% |
| COR Cencora Inc. | 0.96% | 6,698 | $1.6M | Add +17.4% |
| DFEM Dimensional Emrg MRKT Core | 0.96% | 63,326 | $1.6M | Add +14.0% |
| GTLB Gitlab Inc. Class A | 0.92% | 26,684 | $1.6M | Add +7.0% |
| IR Ingersoll-Rand Inc. | 0.91% | 16,133 | $1.5M | Add +10.8% |
| CSCO Cisco Systems Inc. | 0.91% | 30,651 | $1.5M | Add +11.3% |
| DHI D.R. Horton Inc. | 0.81% | 8,323 | $1.4M | Add +11.6% |
| MDT Medtronic PLC | 0.81% | 15,694 | $1.4M | Add +40.7% |
| TT Trane Technologies PLC | 0.68% | 3,843 | $1.2M | Add +2.9% |
| SPGI S&P Global Inc. | 0.61% | 2,422 | $1.0M | Add +22.1% |
| TEAM Atlassian Corp. Class A | 0.58% | 5,022 | $980K | Add +11.0% |
| AMD Advanced Micro Devices | 0.47% | 4,430 | $800K | Reduce -3.6% |
| ABT Abbott Laboratories | 0.47% | 6,989 | $794K | Add +10.6% |
| G Genpact Ltd. | 0.41% | 21,009 | $692K | Add +7.5% |
| ICE Intercontinental Exchange Inc. | 0.39% | 4,737 | $651K | Add +12.8% |
| NI Nisource Inc. | 0.37% | 22,836 | $632K | Add +8.8% |
| AMN Amn Healthcare Services Inc. | 0.37% | 10,033 | $628K | Add +11.9% |
| META Meta Platforms Inc. Class A | 0.35% | 1,213 | $589K | Reduce -5.8% |
| BALL Ball Corp. | 0.33% | 8,219 | $554K | Add +11.8% |
| AN Autonation Inc. | 0.27% | 2,767 | $458K | Add +16.4% |
| STLA Stellantis NV | 0.26% | 15,617 | $442K | Add +3208.7% |
| MAN Manpowergroup Inc. | 0.20% | 4,316 | $335K | Add +14.3% |
| V Visa Inc. Class A | 0.19% | 1,137 | $317K | Reduce -0.9% |
| ADBE Adobe Inc. | 0.19% | 620 | $313K | Reduce -3.9% |
| LOGI Logitech International-Reg | 0.19% | 3,502 | $313K | Add +7.5% |
| NFLX Netflix Inc. | 0.17% | 471 | $286K | Reduce -2.3% |
| DAVA Endava PLC- Spon ADR | 0.17% | 7,455 | $283K | Add +23.2% |
| ALTM Arcadium Lithium PLC | 0.16% | 62,027 | $267K | New |
| GLD SPDR Gold Shares | 0.15% | 1,265 | $260K | Add +488.4% |
| ISRG Intuitive Surgical Inc. | 0.14% | 609 | $243K | No change |
| AMAT Applied Materials Inc. | 0.14% | 1,170 | $241K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 554 | $233K | Reduce -3.6% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 2,175 | $219K | Add +24.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.11% | 195 | $189K | No change |
| MOS The Mosaic Co. | 0.10% | 5,166 | $167K | Add +9.1% |
| DH Definitive Healthcare Corp. | 0.10% | 20,519 | $166K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 305 | $160K | Add +0.3% |
| RWR SS SPDR Dow Jones REIT ETF | 0.09% | 1,592 | $150K | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.08% | 39 | $141K | No change |
| CARR Carrier Global Corp. | 0.08% | 2,376 | $138K | No change |
| SMH Vaneck Semiconductor ETF | 0.08% | 580 | $130K | No change |
| SNY Sanofi-ADR | 0.08% | 2,621 | $128K | Add +14.0% |
| MPC Marathon Petroleum Corp. | 0.06% | 541 | $109K | Reduce -23.0% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 1,224 | $106K | Add +1.5% |
| ORCL Oracle Corp. | 0.06% | 827 | $104K | Add +0.1% |
| ALB Albemarle Corp. | 0.06% | 769 | $101K | Add +380.6% |
| LAC Lithium Americas Corp. | 0.06% | 15,000 | $101K | New |
| BP BP PLC-Spons ADR | 0.06% | 2,606 | $98K | Add +18.7% |
| SHOP Shopify Inc. Class A | 0.05% | 1,190 | $92K | Add +84.8% |
| VALE Vale SA-SP ADR | 0.05% | 7,399 | $90K | New |
| UBER Uber Technologies Inc. | 0.05% | 1,115 | $86K | No change |
| FDN First Trust DJ Internet Ind | 0.05% | 404 | $83K | No change |
| BA The Boeing Co. | 0.05% | 422 | $81K | No change |
| EW Edwards Lifesciences Corp. | 0.04% | 765 | $73K | New |
| ETN Eaton Corp. PLC | 0.04% | 233 | $73K | No change |
| HLAL Wahed Ftse USA Shariah ETF | 0.04% | 1,485 | $72K | Reduce -6.9% |
| BTCY Biotricity Inc. | 0.04% | 48,263 | $71K | No change |
| JCI Johnson Controls Internation | 0.04% | 1,060 | $69K | Add +0.7% |
| LIN Linde PLC | 0.04% | 145 | $67K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.04% | 1,306 | $66K | Add +164.4% |
| XLY SS Consumer Disc Select Sect | 0.04% | 341 | $63K | Add +0.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 894 | $60K | Add +38.6% |
Portfolio Sells Q4 2023 → Q1 2024
| LTHM Livent Corp. | Sold out | 0.00% | −0.31 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.19% | −0.08 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −0.08 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -49.4% | 0.01% | −0.02 |
| TEL Te Connectivity Ltd. | Reduce -68.9% | 0.01% | −0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -68.3% | 0.01% | −0.02 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -0.9% | 0.19% | −0.02 |
| IEX Idex Corp. | Reduce -66.8% | 0.01% | −0.02 |
| TDOC Teladoc Health Inc. | Reduce -67.4% | 0.00% | −0.02 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.02 |
| AA Alcoa Corp. | Reduce -68.2% | 0.01% | −0.02 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.01 |
| TGT Target Corp. | Reduce -65.9% | 0.01% | −0.01 |
| WPC WP Carey Inc. | Reduce -6.4% | 0.02% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -23.0% | 0.06% | −0.01 |
| HLAL Wahed Ftse USA Shariah ETF | Reduce -6.9% | 0.04% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.14% | −0.00 |
| EXC Exelon Corp. | Reduce -30.2% | 0.01% | −0.00 |
| UPWK Upwork Inc. | Sold out | 0.00% | −0.00 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.00 |
| MIXT Mix Telematics Ltd.-SP ADR | Sold out | 0.00% | −0.00 |
| MANU Manchester United PLC Class A | Sold out | 0.00% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -6.3% | 0.01% | −0.00 |
| EHC Encompass Health Corp. | Reduce -10.5% | 0.03% | −0.00 |
| TSPH Createai Holdings Inc. | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -72.7% | 0.00% | −0.00 |
| PHIN Phinia Inc. | Reduce -21.5% | 0.00% | −0.00 |
| DVN Devon Energy Corp. | Reduce -8.1% | 0.00% | −0.00 |
| EHAB Enhabit Inc. | Reduce -10.8% | 0.00% | −0.00 |
| NLOP Net Lease Office Property | Reduce -8.1% | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Reduce -3.6% | 0.47% | +0.00 |
| NFLX Netflix Inc. | Reduce -2.3% | 0.17% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.8% | 0.35% | +0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +128.1% | 2.18% | +1.57 |
| CTVA Corteva Inc. | Add +5932.9% | 1.34% | +1.31 |
| MRK Merck & Co. Inc. | Add +8.6% | 2.67% | +0.29 |
| STLA Stellantis NV | Add +3208.7% | 0.26% | +0.25 |
| AMZN Amazon.com Inc. | Add +3.8% | 4.48% | +0.22 |
| SCCO Southern Copper Corp. | Add +4.4% | 2.18% | +0.20 |
| MDT Medtronic PLC | Add +40.7% | 0.81% | +0.17 |
| AVGO Broadcom Inc. | Add +11.0% | 1.47% | +0.16 |
| ALTM Arcadium Lithium PLC | New | 0.16% | +0.16 |
| COR Cencora Inc. | Add +17.4% | 0.96% | +0.15 |
| GLD SPDR Gold Shares | Add +488.4% | 0.15% | +0.13 |
| IR Ingersoll-Rand Inc. | Add +10.8% | 0.91% | +0.13 |
| TTE Totalenergies SE -Spon ADR | Add +28.1% | 1.06% | +0.11 |
| XOM Exxon Mobil Corp. | Add +6.8% | 1.88% | +0.11 |
| SUM Summit Materials Inc. Class A | Add +10.7% | 0.99% | +0.09 |
| VDE Vanguard Energy ETF | Add +7.2% | 2.57% | +0.07 |
| CRM Salesforce Inc. | Add +10.1% | 0.97% | +0.07 |
| LAC Lithium Americas Corp. | New | 0.06% | +0.06 |
| XYL Xylem Inc. | Add +8.5% | 1.29% | +0.06 |
| VALE Vale SA-SP ADR | New | 0.05% | +0.05 |
| TT Trane Technologies PLC | Add +2.9% | 0.68% | +0.05 |
| MA Mastercard Inc. Class A | Add +6.2% | 2.03% | +0.05 |
| ALB Albemarle Corp. | Add +380.6% | 0.06% | +0.04 |
| EW Edwards Lifesciences Corp. | New | 0.04% | +0.04 |
| FCX Freeport-McMoran Inc. | Add +10.2% | 1.10% | +0.04 |
| BALL Ball Corp. | Add +11.8% | 0.33% | +0.03 |
| SPWO SP Funds S&P World Ex-US ETF | New | 0.02% | +0.02 |
| DHI D.R. Horton Inc. | Add +11.6% | 0.81% | +0.02 |
| AN Autonation Inc. | Add +16.4% | 0.27% | +0.02 |
| DUSB Dimension Ultrashort Fi ETF | Add +164.4% | 0.04% | +0.02 |
| SHOP Shopify Inc. Class A | Add +84.8% | 0.05% | +0.02 |
| BDX Becton Dickinson and Co. | Add +16.9% | 1.52% | +0.02 |
| SPTE SP Funds S&P Global Tech ETF | New | 0.01% | +0.01 |
| INDA iShares MSCI India ETF | New | 0.01% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +12.8% | 0.39% | +0.01 |
| COP Conocophillips | Add +7.8% | 1.06% | +0.01 |
| BIDU Baidu Inc. - Spon ADR | New | 0.01% | +0.01 |
| SKM SK Telecom Co. Ltd.-Spon ADR | New | 0.01% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +24.6% | 0.13% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +148.0% | 0.01% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +124.8% | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +20.6% | 1.09% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Add +38.6% | 0.04% | +0.01 |
| BP BP PLC-Spons ADR | Add +18.7% | 0.06% | +0.00 |
| VLO Valero Energy Corp. | Add +0.7% | 0.03% | +0.00 |
| SPGI S&P Global Inc. | Add +22.1% | 0.61% | +0.00 |
| ZS Zscaler Inc. | New | 0.00% | +0.00 |
| XLK SS Technology Select Sector | Add +61.1% | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +0.1% | 0.06% | +0.00 |
| VOX Vanguard Communication Servi | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| TTEK Tetra Tech Inc. | COM | Reduce -100.0% | 0 | $0 |
| CYCLERION THERAPEUTICS INC | COM | New | 0 | $0 |
| GOVT iShares US Treasury Bond ETF | US TREAS BD ETF | New | 0 | $0 |
| EFAV iShares MSCI Eafe Min Vol Fa | MSCI EAFE MIN VL | New | 0 | $0 |
| IEFA iShares Core MSCI Eafe ETF | CORE MSCI EAFE | New | 0 | $0 |
| KVYO Klaviyo Inc. Class A | COM SER A | New | 0 | $0 |
| TFI SS SPDR N Ice Muni Bond ETF | ST STR NUVEE ETF | New | 0 | $0 |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF | New | 0 | $0 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 843 | $449.6M | AAPL, SPUS, NVDA, VGT, FHLC |
| Q1 2026 | 586 | $400.8M | AAPL, SPUS, NVDA, FHLC, VGT |
| Q4 2025 | 401 | $280.6M | AAPL, NVDA, VGT, AMZN, GOOGL |
| Q3 2025 | 716 | $450.4M | AAPL, NVDA, VGT, AMZN, VCR |
| Q2 2025 | 404 | $179.9M | NVDA, VGT, VCR, VAW, VIS |
| Q1 2025 | 377 | $163.6M | VCR, VGT, NVDA, VAW, VIS |
| Q4 2024 | 351 | $176.2M | VCR, NVDA, VGT, VAW, VIS |
| Q3 2024 | 569 | $390.1M | AAPL, FHLC, QQQ, AMZN, VCR |
| Q2 2024 | 629 | $348.6M | AAPL, FHLC, QQQ, AMZN, VGT |
| Q1 2024 | 222 | $168.8M | AAPL, QQQ, VCR, VAW, VGT |