Strategic Financial Concepts, LLC Purchases in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACM
Aecom

Industrials
20.4K
New
$101.97 - $116.97 $2.08M - $2.39M
20.4K $20.4M
Oaktree Specialty Lending CO
20.4K
New
N/A
20.4K $20.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
20.3K
New
$52.1 - $57.26 $1.06M - $1.16M
20.3K $20.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
250K
+ 42602.73%
$417.69 - $450.94 $104M - $113M
251K $269M
CMC
Commercial Metals CO

Basic Materials
19.8K
New
$49.22 - $63.32 $977K - $1.26M
19.8K $19.8M
ITW
Illinois Tool Works Inc

Industrials
10.7K
New
$253.56 - $278.5 $2.71M - $2.98M
10.7K $19.8M
Sharkninja Inc
19.8K
New
N/A
19.8K $19.8M
SAP
Sap Se

Technology
19.7K
New
$218.13 - $255.54 $4.3M - $5.03M
19.7K $19.7M
BIIB
Biogen Inc.

Healthcare
19.6K
New
$146.47 - $191.55 $2.87M - $3.75M
19.6K $19.6M
VO
Vanguard Mid Cap ETF

ETFs
292K
+ 26575.16%
$261.5 - $284.63 $76.4M - $83.1M
293K $309M
ISRG
Intuitive Surgical Inc

Healthcare
312K
+ 50740.81%
$471.27 - $550.62 $147M - $172M
313K $322M
OGS
One Gas, Inc.

Utilities
19.3K
New
$66.96 - $78.69 $1.29M - $1.51M
19.3K $19.3M
Solventum Corp
15K
New
N/A
15K $19M
AMP
Ameriprise Financial Inc

Financial Services
18.9K
New
$473.15 - $574.01 $8.94M - $10.9M
18.9K $18.9M
XSW
Spdr S&P Software & Services E

ETFs
18.9K
New
$156.76 - $204.72 $2.96M - $3.87M
18.9K $18.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.4K
New
$87.42 - $98.06 $1.17M - $1.31M
13.4K $18.8M
TDVG
T Rowe Price Exchange Traded F

Technology
18.7K
New
$39.51 - $41.92 $740K - $785K
18.7K $18.7M
CHKP
Check Point Software Technologies LTD

Technology
18.7K
New
$170.18 - $209.01 $3.18M - $3.9M
18.7K $18.7M
WCC
Wesco International Inc

Industrials
18.6K
New
$164.11 - $213.19 $3.06M - $3.97M
18.6K $18.6M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
18.2K
New
$89.01 - $96.24 $1.62M - $1.75M
18.2K $18.2M
WRB
Berkley W R Corp

Financial Services
18.1K
New
$56.48 - $64.94 $1.02M - $1.18M
18.1K $18.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.1K
New
$15.9 - $17.05 $288K - $309K
18.1K $18.1M
CDW
Cdw Corp

Technology
18.1K
New
$171.49 - $225.64 $3.1M - $4.08M
18.1K $18.1M
IVT
Inven Trust Properties Corp.

Real Estate
18.1K
New
$28.52 - $31.3 $516K - $566K
18.1K $18.1M
LIT
Global X Fds Global X Lithium

ETFs
18K
New
$40.78 - $48.97 $736K - $884K
18K $18M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
18K
New
$134.53 - $150.65 $2.42M - $2.71M
18K $18M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
17.9K
New
$60.17 - $75.64 $1.08M - $1.35M
17.9K $17.9M
ECC
Eagle Point Credit CO Inc.

Financial Services
17.8K
New
$8.7 - $9.98 $155K - $177K
17.8K $17.8M
MAG
Mag Silver Corp

Basic Materials
17.7K
New
$13.3 - $17.99 $235K - $318K
17.7K $17.7M
NVT
N Vent Electric PLC

Industrials
17.5K
New
$67.69 - $79.19 $1.19M - $1.39M
17.5K $17.5M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
17.3K
New
$42.95 - $45.72 $742K - $790K
17.3K $17.3M
TFC
Truist Financial Corp

Financial Services
15.2K
New
$41.51 - $48.1 $632K - $733K
15.2K $17.3M
DLTR
Dollar Tree, Inc.

Consumer Defensive
17.1K
New
$61.21 - $76.19 $1.05M - $1.3M
17.1K $17.1M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
17.1K
New
$5.83 - $6.64 $99.4K - $113K
17.1K $17.1M
DOCN
Digital Ocean Holdings, Inc.

Technology
17K
New
$34.07 - $44.0 $580K - $750K
17K $17M
MRCC
Monroe Capital Corp

Financial Services
17K
New
$7.82 - $8.64 $133K - $147K
17K $17M
EMN
Eastman Chemical CO

Basic Materials
16.9K
New
$90.03 - $110.64 $1.53M - $1.88M
16.9K $16.9M
SCCO
Southern Copper Corp

Basic Materials
16.8K
New
$91.13 - $117.95 $1.53M - $1.98M
16.8K $16.8M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
16.7K
New
$72.85 - $89.2 $1.21M - $1.49M
16.7K $16.7M
SNA
Snap On Inc

Industrials
16.6K
New
$285.44 - $371.35 $4.75M - $6.18M
16.6K $16.6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
16.6K
New
$9.25 - $10.62 $153K - $176K
16.6K $16.6M
ANSS
Ansys Inc

Technology
16.5K
New
$313.05 - $361.45 $5.17M - $5.97M
16.5K $16.5M
KR
Kroger CO

Consumer Defensive
12.6K
New
$55.21 - $63.3 $696K - $798K
12.6K $16.5M
RZV
Invesco Fd Tr

ETFs
13.3K
New
$105.77 - $119.36 $1.4M - $1.59M
13.3K $16.5M
ROST
Ross Stores, Inc.

Consumer Cyclical
16.3K
New
$138.59 - $156.61 $2.26M - $2.56M
16.3K $16.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
16.3K
New
$43.84 - $48.76 $714K - $794K
16.3K $16.3M
PNNT
Pennantpark Investment Corp

Financial Services
16.3K
New
$6.64 - $7.08 $108K - $115K
16.3K $16.3M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
16.2K
New
$6.5 - $8.39 $106K - $136K
16.2K $16.2M
VIST
Vista Energy, S.A.B. De C.V.

Energy
16.2K
New
$45.39 - $58.41 $737K - $948K
16.2K $16.2M
Activity Summary
Buys All Purchases 811 New Holdings 569 Increased Positions 242 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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