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
BBUS
J P Morgan Exchg Traded Fd

ETFs
373K
+ 12184.08%
$102.46 - $110.17 $38.2M - $41.1M
376K $1.48B
VEA
Vanguard Ftse Developed Market

ETFs
10.6M
+ 5780.91%
$47.57 - $52.44 $505M - $557M
10.8M $10.8B
AVMU
American Centy ETF Travantis C

ETFs
1.59M
+ 5638.87%
$45.75 - $46.94 $72.5M - $74.4M
1.61M $2.45B
HDV
Ishares Core High Dividend ETF

ETFs
338K
+ 10416.13%
$110.82 - $121.28 $37.5M - $41M
342K $1.5B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
429K
+ 4916.76%
N/A
438K $1.44B
Invesco Exch Trd Slf Idx Fd
713K
New
N/A
713K $1B
AVDE
American Centy ETF Tr Avantis

ETFs
6.04M
+ 7432.54%
$60.9 - $66.69 $368M - $403M
6.12M $6.42B
AVIG
American Centy ETF Tr Avantis

ETFs
5.84M
+ 4688.36%
$40.48 - $42.48 $236M - $248M
5.96M $6.26B
VTI
Vanguard Total Stock Market Et

ETFs
10.7M
+ 27589.54%
$280.04 - $302.45 $3B - $3.24B
10.7M $11.9B
IWR
Ishares Russell Mid Cap ETF

ETFs
539K
+ 9889.58%
$87.25 - $95.52 $47.1M - $51.5M
545K $1.41B
J P Morgan Exchange Traded F
2.01M
+ 10269.24%
N/A
2.03M $2.11B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
262K
+ 4595.08%
$43.02 - $47.32 $11.3M - $12.4M
268K $1.18B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
905K
New
$45.39 - $62.98 $41.1M - $57M
905K $908M
VB
Vanguard Small Cap ETF

ETFs
1.59M
+ 24676.2%
$233.76 - $261.58 $371M - $415M
1.59M $2.4B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
142K
New
$108.6 - $115.42 $15.4M - $16.4M
142K $869M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
826K
+ 3019.95%
$20.6 - $20.71 $17M - $17.1M
854K $1.43B
EQAL
Invesco ETF

ETFs
112K
New
$48.01 - $51.95 $5.37M - $5.81M
112K $864M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.58K
New
$100.24 - $101.35 $860K - $869K
8.58K $863M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58.1K
New
$38.37 - $42.82 $2.23M - $2.49M
58.1K $855M
FTGC
First Trust Global Tactical CO

ETFs
224K
+ 2537.06%
$23.23 - $24.25 $5.21M - $5.44M
233K $1.05B
WMT
Walmart Inc.

Consumer Defensive
1.77M
+ 9165.9%
$79.1 - $95.7 $140M - $170M
1.79M $2.39B
MSFT
Microsoft Corp

Technology
2.04M
+ 43900.41%
$406.35 - $454.46 $828M - $926M
2.04M $2.82B
OKE
Oneok Inc

Energy
490K
+ 10153.83%
$92.28 - $117.05 $45.2M - $57.3M
495K $1.25B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
286K
New
$56.06 - $61.35 $16M - $17.5M
286K $777M
ITOT
Ishares Core S&P Total U.S. St

ETFs
602K
New
$124.26 - $134.12 $74.9M - $80.8M
602K $772M
T
At&T Inc.

Communication Services
89.7K
New
$21.22 - $23.88 $1.9M - $2.14M
89.7K $757M
T Rowe Price ETF Inc
2.99M
+ 4077.31%
N/A
3.07M $3.11B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
757K
+ 2973.95%
$18.28 - $18.87 $13.8M - $14.3M
783K $1.13B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
169K
New
$57.07 - $62.58 $9.65M - $10.6M
169K $640M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2M
+ 6570.41%
$44.04 - $49.49 $88.2M - $99.1M
2.03M $2.1B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
469K
New
$35.45 - $40.33 $16.6M - $18.9M
469K $637M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
729K
+ 2962.15%
$19.38 - $19.58 $14.1M - $14.3M
753K $1.12B
V
Visa Inc.

Financial Services
392K
+ 24470.8%
$273.87 - $320.91 $107M - $126M
394K $1.07B
BSCU
Invesco Exc Self Ind Tr

ETFs
752K
+ 2578.97%
$16.32 - $16.99 $12.3M - $12.8M
781K $1.12B
BSCV
Invesco ETF Self Indexed Fd Tr
738K
+ 2555.4%
$16.02 - $16.72 $11.8M - $12.3M
767K $1.11B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
737K
+ 3209.2%
N/A
760K $1.11B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
729K
+ 2962.68%
$19.42 - $19.76 $14.1M - $14.4M
753K $1.1B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.7K
New
$39.3 - $41.34 $617K - $649K
15.7K $619M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
663K
+ 3261.93%
$20.08 - $20.61 $13.3M - $13.7M
683K $1.03B
Invesco Exch Trd Slf Idx Fd
733K
+ 3296.99%
N/A
756K $1.09B
MS
Morgan Stanley

Financial Services
572K
New
$104.42 - $134.99 $59.7M - $77.2M
572K $580M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.88K
New
$113.79 - $124.5 $556K - $608K
4.88K $560M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.17M
+ 4867.06%
$25.33 - $51.16 $54.9M - $111M
2.21M $2.85B
META
Meta Platforms, Inc.

Communication Services
1.07M
+ 87269.8%
$554.08 - $632.68 $591M - $675M
1.07M $1.25B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
182K
New
$50.06 - $55.0 $9.13M - $10M
182K $541M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.02M
+ 9893.56%
$100.16 - $100.7 $302M - $304M
3.05M $3.6B
CVX
Chevron Corp

Energy
260K
+ 15182.31%
$141.15 - $162.53 $36.7M - $42.3M
262K $775M
VZ
Verizon Communications Inc

Communication Services
165K
New
$39.6 - $45.21 $6.53M - $7.46M
165K $501M
GOOG
Alphabet Inc.

Communication Services
1.16M
+ 18770.08%
$163.08 - $198.16 $189M - $229M
1.16M $1.52B
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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