Strategic Financial Concepts, LLC Incresed Positions in Q3 2025

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
24.2K
+ 2.84%
$94.33 - $105.31 $2.28M - $2.55M
875K $91.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.2K
+ 1.13%
$52.12 - $55.33 $584K - $620K
1M $55.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43.5K
+ 12.1%
$42.67 - $46.91 $1.85M - $2.04M
403K $18.9B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.1K
+ 2.45%
$42.26 - $47.16 $594K - $663K
588K $27.2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72.3K
+ 34.04%
$23.82 - $25.84 $1.72M - $1.87M
285K $7.32B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.2K
+ 2.01%
$39.8 - $42.86 $566K - $609K
723K $30.9B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
60.3K
+ 3.03%
$28.38 - $29.05 $1.71M - $1.75M
2.05M $59.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.8K
+ 480.95%
$72.65 - $78.68 $1.8M - $1.95M
30K $2.35B
TFLR
T Rowe Price Exchange Traded F
37.3K
+ 78.16%
N/A
85.1K $4.38B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
55.3K
+ 2.97%
$21.77 - $22.57 $1.2M - $1.25M
1.92M $43B
VIG
Vanguard Dividend Appreciation

ETFs
2.96K
+ 4.78%
N/A
64.9K $14B
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.8K
+ 3.11%
$33.26 - $34.01 $925K - $946K
922K $31.3B
JGRO
J P Morgan Exchange Traded Fd
9.37K
+ 24.38%
N/A
47.8K $4.48B
J P Morgan Exchange Traded F
16.6K
+ 29.84%
N/A
72K $4.65B
XLC
Select Sector Spdr Tr Communic

ETFs
1.87K
+ 2.99%
$105.99 - $119.41 $198K - $223K
64.4K $7.62B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14.1K
+ 71.94%
$46.4 - $51.49 $653K - $724K
33.6K $1.68B
THYF
T Rowe Price Exchange Traded F
14K
+ 17.39%
N/A
94.5K $4.95B
T Rowe Price ETF Inc
8.23K
+ 7.79%
N/A
114K $4.29B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
17.3K
+ 3.36%
$25.39 - $25.57 $438K - $441K
530K $13.6B
XLF
Financial Sector Spdr

ETFs
4.51K
+ 2.73%
$51.37 - $54.25 $231K - $244K
169K $9.13B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.35K
+ 22.33%
$30.06 - $36.69 $161K - $196K
29.3K $1.08B
XLV
Select Sector Spdr Fund Health

ETFs
1.53K
+ 3.69%
$129.01 - $139.72 $197K - $213K
42.9K $5.97B
TBUX
T Rowe Price Exchange Traded F

ETFs
7.83K
+ 2.66%
$49.7 - $49.98 $389K - $391K
302K $15B
F
Ford Motor CO

Consumer Cyclical
24.3K
+ 197.69%
$10.82 - $12.09 $262K - $293K
36.5K $437M
Neos ETF Trust
3.2K
+ 57.66%
N/A
8.75K $474M
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
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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