Strategic Financial Concepts, LLC Incresed Positions in Q2 2024

Strategic Financial Concepts, LLC

  • $172 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.05M
+ 1358.75%
$58.24 - $64.51 $61.3M - $67.9M
1.13M $5.16B
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.4K
+ 12.1%
$28.65 - $28.88 $326K - $329K
105K $3.04B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
12.1K
+ 70.38%
$38.37 - $39.99 $463K - $483K
29.2K $869M
SPYG
Spdr Portfolio

ETFs
583K
+ 3961.17%
$68.71 - $80.95 $40.1M - $47.2M
598K $1.22B
BBUS
J P Morgan Exchg Traded Fd

ETFs
247K
+ 2740.43%
$89.42 - $98.82 $22.1M - $24.4M
256K $957M
JGRO
J P Morgan Exchange Traded Fd
727K
+ 21408.86%
N/A
731K $306M
T
At&T Inc.

Communication Services
91.6K
+ 227.61%
$16.09 - $19.11 $1.47M - $1.75M
132K $758M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
180K
+ 2600.52%
$57.42 - $61.75 $10.3M - $11.1M
187K $449M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
446
+ 6.99%
$46.84 - $47.32 $20.9K - $21.1K
6.83K $322M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.13%
$108.69 - $119.84 $326 - $360
2.35K $280M
AEP
American Electric Power CO Inc

Utilities
7.21K
+ 156.68%
$79.51 - $92.67 $573K - $668K
11.8K $400M
WEA
Western Asset Premier Bond Fund

Financial Services
70
+ 0.64%
$10.43 - $10.85 $730 - $760
11K $116M
PG
Procter & Gamble CO

Consumer Defensive
230K
+ 391.79%
$155.33 - $168.56 $35.8M - $38.8M
289K $9.53B
MAIN
Main Street Capital Corp

Financial Services
38.1K
+ 538.76%
$46.68 - $50.88 $1.78M - $1.94M
45.2K $322M
ROK
Rockwell Automation, Inc

Industrials
28.4K
+ 2724.88%
$254.39 - $288.52 $7.22M - $8.18M
29.4K $286M
BLOK
Amplify ETF Tr Trnsformational

ETFs
11.6K
+ 169.7%
$30.52 - $36.37 $355K - $423K
18.5K $212M
JPM
Jpmorgan Chase & CO

Financial Services
189K
+ 9632.36%
$180.08 - $204.79 $34M - $38.7M
191K $349M
STZ
Constellation Brands, Inc.

Consumer Defensive
30.5K
+ 2614.32%
$243.97 - $268.34 $7.44M - $8.18M
31.6K $268M
MDLZ
Mondelez International, Inc.

Consumer Defensive
20.8K
+ 678.03%
$65.44 - $71.94 $1.36M - $1.49M
23.8K $163M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
33.7K
+ 186.4%
$25.69 - $26.82 $867K - $905K
51.8K $428M
HNDL
Strategy Shs

ETFs
32.4K
+ 341.11%
$20.06 - $21.21 $649K - $687K
41.9K $144M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
71.7K
+ 349.05%
$6.8 - $7.52 $488K - $539K
92.3K $84.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
166K
+ 590.67%
$105.01 - $107.23 $17.4M - $17.8M
194K $2.95B
TILL
Listed Fds Tr Teucrium Agric S

ETFs
159K
+ 1598.75%
$20.19 - $22.16 $3.21M - $3.52M
169K $150M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
72.6K
+ 309.0%
$3.91 - $4.16 $284K - $302K
96.1K $23.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
86.7K
+ 4418.19%
$124.6 - $132.46 $10.8M - $11.5M
88.7K $188M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
79K
+ 748.6%
$7.81 - $8.32 $617K - $657K
89.5K $15.4M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
303K
+ 1358.87%
N/A
326K $952M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
180K
+ 11561.86%
$127.7 - $179.69 $23M - $32.3M
181K $132M
PSEC
Prospect Capital Corp

Financial Services
80.4K
+ 444.0%
$5.21 - $5.69 $419K - $457K
98.5K $18.1M
MA
Mastercard Inc

Financial Services
55.3K
+ 12522.17%
$441.1 - $479.43 $24.4M - $26.5M
55.8K $125M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
5.65K
+ 30.92%
$13.49 - $15.05 $76.2K - $85K
23.9K $179M
IWY
Ishares Tr Russell 200 Growth

ETFs
221K
+ 2991.79%
$183.56 - $216.15 $40.5M - $47.7M
228K $1.35B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
114K
+ 216.91%
$30.09 - $32.37 $3.43M - $3.69M
166K $1.59B
Invesco Exch Trd Slf Idx Fd
321K
+ 1475.26%
N/A
343K $359M
BSCU
Invesco Exc Self Ind Tr

ETFs
322K
+ 1118.53%
$15.95 - $16.42 $5.14M - $5.29M
351K $376M
BSCV
Invesco ETF Self Indexed Fd Tr
321K
+ 1097.19%
$15.64 - $16.14 $5.03M - $5.19M
351K $376M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
322K
+ 1247.65%
$17.89 - $18.3 $5.76M - $5.89M
348K $374M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
323K
+ 1386.24%
N/A
346K $371M
INTC
Intel Corp

Technology
63.2K
+ 1167.86%
$29.85 - $44.52 $1.89M - $2.81M
68.6K $134M
SHEL
Shell PLC

Energy
148K
+ 2807.6%
$67.92 - $74.17 $10.1M - $11M
153K $243M
F
Ford Motor CO

Consumer Cyclical
82.5K
+ 348.34%
$11.56 - $13.65 $954K - $1.13M
106K $202M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
350K
+ 1347.94%
$19.08 - $19.25 $6.68M - $6.74M
376K $376M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
351K
+ 1353.68%
$19.04 - $19.32 $6.68M - $6.77M
377K $377M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
351K
+ 1407.01%
$19.69 - $20.1 $6.92M - $7.06M
376K $377M
PEP
Pepsico Inc

Consumer Defensive
115K
+ 8835.48%
$163.33 - $183.11 $18.8M - $21.1M
117K $101M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
157K
+ 1033.68%
$72.31 - $79.02 $11.3M - $12.4M
172K $1.02B
LMT
Lockheed Martin Corp

Industrials
132K
+ 27457.92%
$447.57 - $471.51 $59M - $62.1M
132K $81M
FDL
First Tr Morningstar Dividend

ETFs
155K
+ 1737.46%
$36.38 - $39.01 $5.64M - $6.05M
164K $206M
Activity Summary
Buys All Purchases 759 New Holdings 476 Increased Positions 283 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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