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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
$65.67 - $69.79 $681K - $724K
10.4K $183M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
102K
New
$57.38 - $61.11 $5.88M - $6.26M
102K $181M
FBMS
First Bancshares Inc

Financial Services
180K
New
$30.98 - $38.22 $5.57M - $6.88M
180K $180M
EC
Ecopetrol S.A.

Energy
22.6K
New
$7.36 - $9.04 $167K - $205K
22.6K $179M
SOXX
Ishares Semiconductor ETF

ETFs
254K
+ 22093.55%
$211.27 - $239.8 $53.6M - $60.8M
255K $444M
PFE
Pfizer Inc

Healthcare
86K
New
$24.8 - $30.19 $2.13M - $2.6M
86K $178M
XLF
Financial Sector Spdr

ETFs
685K
+ 5341.97%
$44.89 - $51.34 $30.8M - $35.2M
698K $759M
CL
Colgate Palmolive CO

Consumer Defensive
168K
New
$90.22 - $102.31 $15.2M - $17.2M
168K $177M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
176K
New
$232.27 - $300.43 $41M - $53M
176K $177M
MA
Mastercard Inc

Financial Services
57.7K
New
$491.3 - $536.15 $28.3M - $30.9M
57.7K $176M
MDLZ
Mondelez International, Inc.

Consumer Defensive
28.2K
New
$59.25 - $72.99 $1.67M - $2.06M
28.2K $174M
Aim ETF Products Trust
171K
New
N/A
171K $171M
SYK
Stryker Corp

Healthcare
155K
New
$345.14 - $392.15 $53.5M - $60.7M
155K $170M
IEMG
Ishares Inc

ETFs
103K
New
N/A
103K $170M
SHW
Sherwin Williams CO

Basic Materials
52.2K
New
$338.75 - $399.71 $17.7M - $20.9M
52.2K $169M
FDV
Federated Hermes ETF Tr U S St
19.1K
New
N/A
19.1K $169M
VLO
Valero Energy Corp

Energy
94.8K
New
$118.59 - $144.02 $11.2M - $13.7M
94.8K $168M
WFC
Wells Fargo & Company

Financial Services
32.2K
New
$54.98 - $77.35 $1.77M - $2.49M
32.2K $166M
IBM
International Business Machines Corp

Technology
694K
+ 23311.08%
$204.9 - $238.04 $142M - $165M
697K $823M
GUNR
Flexshares Tr Morningstar Glob

ETFs
148K
New
$36.15 - $41.9 $5.35M - $6.21M
148K $162M
PEP
Pepsico Inc

Consumer Defensive
110K
New
$151.29 - $176.1 $16.7M - $19.4M
110K $162M
ITB
Ishares Tr

ETFs
160K
New
$103.31 - $129.34 $16.6M - $20.7M
160K $160M
FLRN
Spdr Bloomberg Investment Grad

ETFs
154K
New
$30.67 - $30.84 $4.72M - $4.75M
154K $159M
ETN
Eaton Corp PLC

Industrials
116K
New
$326.96 - $377.52 $37.8M - $43.7M
116K $157M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
156K
New
$47.63 - $52.63 $7.45M - $8.24M
156K $157M
PM
Philip Morris International Inc.

Consumer Defensive
30.2K
New
$118.38 - $133.06 $3.58M - $4.02M
30.2K $157M
VBTX
Veritex Holdings, Inc.

Financial Services
18.7K
New
$24.85 - $31.26 $465K - $585K
18.7K $156M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.85M
+ 26367.92%
$241.48 - $274.89 $447M - $508M
1.86M $1.86B
SWKS
Skyworks Solutions, Inc.

Technology
19.3K
New
$83.18 - $99.15 $1.6M - $1.91M
19.3K $153M
BA
Boeing CO

Industrials
20.9K
New
$138.14 - $180.72 $2.89M - $3.78M
20.9K $153M
IWS
Ishares Russell Midcap Value E

ETFs
115K
New
$128.08 - $140.32 $14.7M - $16.1M
115K $153M
NFLX
Netflix Inc

Communication Services
382K
+ 112896.45%
$687.65 - $936.56 $262M - $357M
382K $392M
HPE
Hewlett Packard Enterprise CO

Technology
17.5K
New
$19.31 - $23.95 $338K - $420K
17.5K $151M
CPRT
Copart Inc

Consumer Cyclical
149K
New
$51.36 - $63.8 $7.66M - $9.52M
149K $149M
DAL
Delta Air Lines, Inc.

Industrials
112K
New
$47.46 - $65.77 $5.32M - $7.37M
112K $148M
AZO
Autozone Inc

Consumer Cyclical
147K
New
$2981.19 - $3370.27 $439M - $496M
147K $147M
AXP
American Express CO

Financial Services
138K
New
$267.35 - $305.57 $36.9M - $42.1M
138K $147M
JNJ
Johnson & Johnson

Healthcare
310K
+ 14102.0%
$143.34 - $165.86 $44.4M - $51.4M
312K $501M
BOTZ
Global X Fds

ETFs
122K
New
$31.11 - $34.18 $3.8M - $4.18M
122K $145M
BAC
Bank Of America Corp

Financial Services
131K
New
$39.22 - $47.77 $5.13M - $6.25M
131K $140M
Mesoblast LTD
139K
New
N/A
139K $139M
FNF
Fidelity National Financial, Inc.

Financial Services
138K
New
$55.19 - $63.83 $7.63M - $8.82M
138K $138M
Exchange Traded Concepts Tru
138K
New
N/A
138K $138M
ARCC
Ares Capital Corp

Financial Services
105K
New
$20.74 - $22.27 $2.17M - $2.33M
105K $138M
XT
Ishares Tr Exponential Technol

ETFs
119K
New
$58.7 - $62.72 $7M - $7.47M
119K $138M
MPLX
Mplx LP

Energy
959K
+ 5069.96%
$43.77 - $51.66 $42M - $49.5M
978K $978M
EFA
Ishares Tr Msci Eafe ETF

ETFs
67.5K
New
$75.1 - $82.99 $5.07M - $5.6M
67.5K $136M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.9K
New
$91.94 - $100.02 $1.09M - $1.19M
11.9K $136M
VIS
Vanguard Industrial ETF

ETFs
135K
New
$254.39 - $279.7 $34.4M - $37.9M
135K $135M
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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