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
FSTA
Fidelity Covington Tr Msci Con

ETFs
117K
New
$49.28 - $52.29 $5.77M - $6.12M
117K $135M
Gsk PLC
119K
New
N/A
119K $134M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
35.7K
New
$37.41 - $42.14 $1.34M - $1.51M
35.7K $133M
ENB
Enbridge Inc

Energy
301K
+ 4134.7%
$40.4 - $43.92 $12.1M - $13.2M
308K $428M
TJX
Tjx Companies Inc

Consumer Cyclical
17.7K
New
$112.15 - $127.2 $1.99M - $2.25M
17.7K $133M
Capital Group Core Balanced
60.3K
New
N/A
60.3K $133M
TXN
Texas Instruments Inc

Technology
126K
New
N/A
126K $130M
XLU
Utilities Sector Spdr

ETFs
425K
+ 8762.95%
$74.89 - $82.93 $31.8M - $35.3M
430K $522M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
127K
New
$67.29 - $73.38 $8.58M - $9.36M
127K $129M
CSX
Csx Corp

Industrials
91K
New
$31.58 - $36.88 $2.87M - $3.36M
91K $129M
RBLX
Roblox Corp

Communication Services
127K
New
$39.86 - $61.45 $5.07M - $7.82M
127K $127M
DUK
Duke Energy Corp

Utilities
103K
New
$105.76 - $120.76 $10.9M - $12.4M
103K $127M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
991K
+ 5570.88%
$53.94 - $58.15 $53.5M - $57.6M
1.01M $1.1B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
872K
+ 5902.78%
$50.34 - $56.61 $43.9M - $49.4M
887K $887M
HNDL
Strategy Shs

ETFs
17.7K
New
$21.25 - $22.4 $377K - $397K
17.7K $125M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
120K
New
$109.14 - $121.63 $13M - $14.5M
120K $125M
VONG
Vanguard Russell 1000 Growth E

ETFs
125K
New
$95.27 - $107.82 $11.9M - $13.4M
125K $125M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
124K
New
$27.3 - $28.06 $3.39M - $3.49M
124K $124M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
123K
New
$23.17 - $26.26 $2.84M - $3.22M
123K $123M
VPU
Vanguard Utilities ETF

ETFs
122K
New
$160.52 - $179.11 $19.6M - $21.9M
122K $122M
XLK
Technology Sector Spdr

ETFs
1.18M
+ 23303.4%
$220.26 - $241.44 $260M - $285M
1.19M $1.27B
ABBV
Abb Vie Inc.

Healthcare
264K
+ 17813.14%
$164.99 - $203.87 $43.6M - $53.9M
266K $414M
ORCL
Oracle Corp

Technology
113K
New
$165.41 - $192.43 $18.7M - $21.7M
113K $120M
HEFA
Ishares Currency Hedged Msci E

ETFs
120K
New
$34.42 - $35.88 $4.13M - $4.3M
120K $120M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
120K
New
$99.0 - $99.5 $11.8M - $11.9M
120K $120M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
118K
New
$21.34 - $21.82 $2.53M - $2.58M
118K $118M
OUNZ
Van Eck Merk Gold Trust

ETFs
246K
+ 2477.4%
$24.72 - $26.9 $6.07M - $6.61M
256K $370M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
91.5K
New
$48.48 - $49.47 $4.44M - $4.53M
91.5K $118M
SLRC
Slr Investment Corp.

Financial Services
118K
New
$14.9 - $16.86 $1.75M - $1.98M
118K $118M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
118K
New
N/A
118K $118M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
117K
New
$114.08 - $125.68 $13.4M - $14.8M
117K $117M
MPC
Marathon Petroleum Corp

Energy
112K
New
$131.65 - $174.84 $14.8M - $19.6M
112K $116M
Invesco Exch Trd Slf Idx Fd
116K
New
N/A
116K $116M
BX
Blackstone Inc.

Financial Services
113K
New
$148.45 - $199.05 $16.8M - $22.5M
113K $116M
LOW
Lowes Companies Inc

Consumer Cyclical
1.22M
+ 24531.01%
$244.52 - $284.07 $299M - $347M
1.23M $1.47B
WEA
Western Asset Premier Bond Fund

Financial Services
10.7K
New
$10.69 - $11.32 $114K - $121K
10.7K $115M
Tidal Tr Ii
114K
New
N/A
114K $114M
VLUE
Ishares Msci Usa Value Factor

ETFs
42.3K
New
$104.01 - $115.38 $4.4M - $4.88M
42.3K $113M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
113K
New
$53.86 - $60.27 $6.11M - $6.83M
113K $113M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
106K
New
$32.68 - $36.28 $3.47M - $3.85M
106K $112M
QUAL
Ishares Msci Usa Quality Facto

ETFs
520K
+ 18801.74%
$176.42 - $186.91 $91.7M - $97.2M
523K $606M
XLB
Select Sector Spdr Fd Material

ETFs
27.8K
New
$83.8 - $97.58 $2.33M - $2.71M
27.8K $109M
XYLD
Global X Fds S&P 500 Covered C

ETFs
109K
New
$40.86 - $43.42 $4.45M - $4.73M
109K $109M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
109K
New
$44.87 - $46.86 $4.88M - $5.1M
109K $109M
VOOV
Vanguard S&P 500 Value ETF

ETFs
95K
New
$184.21 - $199.29 $17.5M - $18.9M
95K $109M
SLV
I Shares Silver Trust

ETFs
101K
New
$26.33 - $31.74 $2.66M - $3.21M
101K $109M
FVD
First Tr Value Line Divid Inde

ETFs
1.15M
+ 4742.43%
$43.4 - $46.7 $49.9M - $53.7M
1.17M $1.21B
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
105K
New
$49.77 - $64.58 $5.23M - $6.79M
105K $105M
FNDA
Schwab Fundamental U S Small C

ETFs
105K
New
$29.26 - $59.11 $3.08M - $6.21M
105K $105M
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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