Strategic Financial Concepts, LLC Purchases in Q3 2025

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
24.3K
+ 197.69%
$10.82 - $12.09 $262K - $293K
36.5K $437M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.7K
New
$86.72 - $111.84 $234K - $302K
2.7K $302M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.13K
New
$225.11 - $247.9 $255K - $281K
1.13K $280M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.29K
New
$110.74 - $122.12 $253K - $279K
2.29K $277M
Morgan Stanley ETF Trust
5.36K
New
N/A
5.36K $275M
AVGO
Broadcom Inc.

Technology
806
New
$264.74 - $369.57 $213K - $298K
806 $266M
Neos ETF Trust
3.2K
+ 57.66%
N/A
8.75K $474M
UEC
Uranium Energy Corp

Energy
18K
New
$5.92 - $13.89 $107K - $250K
18K $241M
LBRT
Liberty Energy Inc.

Energy
19K
New
$10.02 - $13.25 $191K - $252K
19K $235M
ENB
Enbridge Inc

Energy
4.64K
New
$43.79 - $50.46 $203K - $234K
4.64K $234M
LDOS
Leidos Holdings, Inc.

Technology
1.22K
New
$159.2 - $188.96 $195K - $231K
1.22K $231M
Aim ETF Products Trust
8.35K
New
N/A
8.35K $225M
XLB
Select Sector Spdr Fd Material

ETFs
2.48K
New
$86.72 - $92.61 $215K - $230K
2.48K $222M
VDE
Vanguard Energy ETF

ETFs
1.76K
New
$118.37 - $129.65 $209K - $229K
1.76K $222M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.5K
New
$48.72 - $50.73 $219K - $228K
4.5K $222M
EFG
Msci Eafe Growth ETF

ETFs
1.91K
New
$106.99 - $114.46 $204K - $219K
1.91K $218M
Amplify ETF Tr
7.5K
New
N/A
7.5K $218M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.2K
New
$116.14 - $168.56 $140K - $203K
1.2K $203M
GOAU
ETF Ser Solutions Us Global Go
5K
New
N/A
5K $201M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.33K
New
$37.14 - $37.85 $198K - $202K
5.33K $201M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 1.95%
$97.75 - $100.75 $121K - $125K
64.8K $6.5B
GLD
Spdr Gold Trust

ETFs
29
+ 0.92%
$300.96 - $355.47 $8.73K - $10.3K
3.18K $1.13B
SIVR
Abrdn Silver ETF Trust

ETFs
1.26K
+ 16.22%
$34.34 - $44.62 $43.1K - $56K
8.99K $400M
RSP
Invesco S&P 500 Equal Weight E

ETFs
327
+ 3.21%
$181.56 - $190.33 $59.4K - $62.2K
10.5K $1.99B
SPYI
Shp ETF Tr Neos S&P 500 High I
2.14K
+ 41.8%
N/A
7.26K $380M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
672
+ 26.6%
$138.08 - $151.2 $92.8K - $102K
3.2K $479M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46K
+ 1.22%
$26.38 - $27.95 $38.5K - $40.8K
121K $3.29B
MO
Altria Group, Inc.

Consumer Defensive
695
+ 7.2%
$57.75 - $67.68 $40.1K - $47K
10.3K $683M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.04K
+ 5.98%
$53.81 - $57.52 $55.9K - $59.8K
18.4K $1.06B
RPV
Invesco Exchange Traded Fd Tr

ETFs
430
+ 3.42%
$90.97 - $99.42 $39.1K - $42.8K
13K $1.29B
AIQ
Global X Funds Global X Artifi

ETFs
957
+ 10.67%
$43.2 - $49.66 $41.3K - $47.5K
9.93K $490M
PPLT
Abrdn Platinum ETF Trust

ETFs
54
+ 1.07%
N/A
5.09K $727M
JHMM
John Hancock Multifactor Mid C

ETFs
304
+ 1.51%
$61.22 - $65.26 $18.6K - $19.8K
20.5K $1.32B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.27K
+ 4.37%
$31.79 - $33.42 $40.3K - $42.3K
30.3K $1.01B
Mach Natural Resources LP
8.3K
+ 44.17%
N/A
27.1K $357M
CAT
Caterpillar Inc

Industrials
17
+ 1.87%
$390.92 - $477.15 $6.65K - $8.11K
926 $442M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.32K
+ 8.19%
$38.1 - $40.7 $50.1K - $53.6K
17.4K $692M
SPMD
Spdr Portfolio

ETFs
105
+ 0.39%
$54.43 - $58.29 $5.72K - $6.12K
27.2K $1.55B
PDI
Pimco Dynamic Income Fund

Financial Services
3.6K
+ 30.9%
$18.85 - $20.07 $67.9K - $72.3K
15.3K $302M
EC
Ecopetrol S.A.

Energy
8.2K
+ 50.0%
$8.29 - $9.63 $68K - $79K
24.6K $227M
FVD
First Tr Value Line Divid Inde

ETFs
670
+ 2.16%
$44.73 - $46.86 $30K - $31.4K
31.7K $1.47B
QUAL
Ishares Msci Usa Quality Facto

ETFs
19
+ 0.44%
$182.33 - $194.5 $3.46K - $3.7K
4.37K $849M
CVX
Chevron Corp

Energy
99
+ 2.16%
$145.57 - $161.83 $14.4K - $16K
4.68K $726M
MNBD
Alps ETF Tr Intermediate Muni

ETFs
2.09K
+ 8.39%
$25.3 - $26.03 $52.9K - $54.4K
27K $700M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.25%
$224.68 - $282.71 $674 - $848
1.2K $334M
PPL
Ppl Corp

Utilities
559
+ 4.29%
$33.54 - $37.24 $18.7K - $20.8K
13.6K $505M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
542
+ 3.29%
$35.42 - $38.65 $19.2K - $20.9K
17K $647M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
798
+ 1.36%
$49.78 - $50.75 $39.7K - $40.5K
59.3K $3B
AGNC
Agnc Investment Corp.

Real Estate
3.46K
+ 8.07%
$9.2 - $10.37 $31.9K - $35.9K
46.4K $454M
Activity Summary
Buys All Purchases 139 New Holdings 47 Increased Positions 92 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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