Strategic Financial Concepts, LLC Purchases in Q2 2024

Strategic Financial Concepts, LLC

  • $172 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
41.4K
New
$252.83 - $269.37 $10.5M - $11.2M
41.4K $150K
ACLS
Axcelis Technologies Inc

Technology
17.5K
New
$94.79 - $142.19 $1.66M - $2.49M
17.5K $149K
NSC
Norfolk Southern Corp

Industrials
37K
New
$209.9 - $253.39 $7.76M - $9.36M
37K $148K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14.4K
New
$106.25 - $130.01 $1.53M - $1.87M
14.4K $129K
CDW
Cdw Corp

Technology
29.5K
New
$214.61 - $255.76 $6.34M - $7.55M
29.5K $127K
EOG
Eog Resources Inc

Energy
15.7K
New
$118.24 - $137.95 $1.86M - $2.17M
15.7K $125K
HEI
Heico Corp

Industrials
29.9K
New
$187.69 - $228.95 $5.61M - $6.84M
29.9K $125K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
14.5K
New
$113.43 - $115.88 $1.65M - $1.68M
14.5K $124K
BC
Brunswick Corp

Consumer Cyclical
10.2K
New
$70.99 - $95.87 $725K - $979K
10.2K $123K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
13.9K
New
$109.73 - $121.69 $1.53M - $1.69M
13.9K $120K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
10.1K
New
$80.92 - $87.9 $819K - $889K
10.1K $109K
ROST
Ross Stores, Inc.

Consumer Cyclical
15.4K
New
$127.68 - $150.38 $1.97M - $2.32M
15.4K $108K
AWK
American Water Works Company, Inc.

Utilities
15.3K
New
$113.82 - $135.5 $1.74M - $2.07M
15.3K $107K
NXPI
Nxp Semiconductors N.V.

Technology
26.7K
New
$215.12 - $282.99 $5.75M - $7.57M
26.7K $106K
MRNA
Moderna, Inc.

Healthcare
12.5K
New
$101.21 - $166.61 $1.26M - $2.08M
12.5K $105K
NDSN
Nordson Corp

Industrials
25.9K
New
$225.28 - $278.89 $5.82M - $7.21M
25.9K $104K
SLAB
Silicon Laboratories Inc.

Technology
11.6K
New
$109.33 - $141.98 $1.27M - $1.65M
11.6K $100K
BIIB
Biogen Inc.

Healthcare
21.2K
New
$190.52 - $236.72 $4.04M - $5.02M
21.2K $100K
SWK
Stanley Black & Decker, Inc.

Industrials
10.6K
New
$79.89 - $97.19 $847K - $1.03M
10.6K $100K
XSW
Spdr S&P Software & Services E

ETFs
15.6K
New
$141.27 - $154.95 $2.2M - $2.41M
15.6K $100K
ROLL
Rbc Bearings Inc

Industrials
25.4K
New
N/A
25.4K $87K
ADI
Analog Devices Inc

Technology
19.5K
New
$183.36 - $240.16 $3.58M - $4.69M
19.5K $87K
JKHY
Henry Jack & Associates Inc

Technology
14.8K
New
$158.55 - $174.17 $2.35M - $2.58M
14.8K $86K
SAP
Sap Se

Technology
16.1K
New
$175.77 - $201.71 $2.83M - $3.25M
16.1K $78K
ARES
Ares Management Corp

Financial Services
11.4K
New
$129.3 - $149.82 $1.48M - $1.71M
11.4K $77K
PANW
Palo Alto Networks Inc

Technology
24.4K
New
$265.2 - $340.82 $6.48M - $8.33M
24.4K $77K
ZTS
Zoetis Inc.

Healthcare
11.3K
New
$145.54 - $178.83 $1.64M - $2.02M
11.3K $62K
IWB
Ishares Tr Russell 1000 ETF

ETFs
18K
New
$272.21 - $298.72 $4.89M - $5.37M
18K $60K
EFX
Equifax Inc

Industrials
15.3K
New
$216.2 - $262.74 $3.31M - $4.02M
15.3K $55K
KLAC
Kla Corp

Technology
40.2K
New
$628.16 - $863.31 $25.3M - $34.7M
40.2K $53K
MLM
Martin Marietta Materials Inc

Basic Materials
29.9K
New
$534.99 - $621.53 $16M - $18.6M
29.9K $51K
SNA
Snap On Inc

Industrials
14K
New
$258.91 - $294.63 $3.62M - $4.12M
14K $49K
ANSS
Ansys Inc

Technology
14.9K
New
$314.53 - $347.48 $4.69M - $5.18M
14.9K $49K
WSO
Watsco Inc

Industrials
23.5K
New
$396.92 - $491.01 $9.34M - $11.6M
23.5K $49K
AZO
Autozone Inc

Consumer Cyclical
143K
New
$2739.1 - $3170.04 $392M - $453M
143K $46K
BIO
Bio Rad Laboratories, Inc.

Healthcare
11.2K
New
$268.26 - $339.48 $3.01M - $3.81M
11.2K $33K
AMP
Ameriprise Financial Inc

Financial Services
12.7K
New
$407.69 - $442.22 $5.17M - $5.61M
12.7K $29K
WEA
Western Asset Premier Bond Fund

Financial Services
70
+ 0.64%
$10.43 - $10.85 $730 - $760
11K $116M
PG
Procter & Gamble CO

Consumer Defensive
230K
+ 391.79%
$155.33 - $168.56 $35.8M - $38.8M
289K $9.53B
MAIN
Main Street Capital Corp

Financial Services
38.1K
+ 538.76%
$46.68 - $50.88 $1.78M - $1.94M
45.2K $322M
ROK
Rockwell Automation, Inc

Industrials
28.4K
+ 2724.88%
$254.39 - $288.52 $7.22M - $8.18M
29.4K $286M
BLOK
Amplify ETF Tr Trnsformational

ETFs
11.6K
+ 169.7%
$30.52 - $36.37 $355K - $423K
18.5K $212M
JPM
Jpmorgan Chase & CO

Financial Services
189K
+ 9632.36%
$180.08 - $204.79 $34M - $38.7M
191K $349M
STZ
Constellation Brands, Inc.

Consumer Defensive
30.5K
+ 2614.32%
$243.97 - $268.34 $7.44M - $8.18M
31.6K $268M
MDLZ
Mondelez International, Inc.

Consumer Defensive
20.8K
+ 678.03%
$65.44 - $71.94 $1.36M - $1.49M
23.8K $163M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
33.7K
+ 186.4%
$25.69 - $26.82 $867K - $905K
51.8K $428M
HNDL
Strategy Shs

ETFs
32.4K
+ 341.11%
$20.06 - $21.21 $649K - $687K
41.9K $144M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
71.7K
+ 349.05%
$6.8 - $7.52 $488K - $539K
92.3K $84.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
166K
+ 590.67%
$105.01 - $107.23 $17.4M - $17.8M
194K $2.95B
Activity Summary
Buys All Purchases 759 New Holdings 476 Increased Positions 283 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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