Strategic Financial Concepts, LLC Incresed Positions in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
VB
Vanguard Small Cap ETF

ETFs
1.59M
+ 24676.2%
$233.76 - $261.58 $371M - $415M
1.59M $2.4B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
826K
+ 3019.95%
$20.6 - $20.71 $17M - $17.1M
854K $1.43B
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
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
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
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
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
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
GOOG
Alphabet Inc.

Communication Services
1.16M
+ 18770.08%
$163.08 - $198.16 $189M - $229M
1.16M $1.52B
AVEM
American Centy ETF Tr Avantis

ETFs
2.85M
+ 7223.2%
$58.59 - $66.14 $167M - $189M
2.89M $3.04B
XLV
Select Sector Spdr Fund Health

ETFs
641K
+ 19033.21%
$136.28 - $154.74 $87.3M - $99.1M
644K $992M
AVGE
American Centy ETF Tr Avantis
924K
+ 12632.24%
N/A
931K $983M
HD
Home Depot, Inc.

Consumer Cyclical
479K
+ 37025.87%
$385.02 - $431.37 $185M - $207M
481K $943M
GOOGL
Alphabet Inc.

Communication Services
1.51M
+ 20604.93%
$161.86 - $196.66 $244M - $297M
1.52M $1.63B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
215K
+ 8515.16%
$113.92 - $127.38 $24.5M - $27.4M
218K $704M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
554K
+ 5710.26%
$29.73 - $30.81 $16.5M - $17.1M
564K $676M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
386K
+ 13081.41%
$126.68 - $134.74 $48.9M - $52M
389K $740M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
909K
+ 5118.56%
$51.09 - $55.27 $46.5M - $50.3M
927K $1.27B
JPM
Jpmorgan Chase & CO

Financial Services
168K
+ 16185.36%
$205.18 - $250.29 $34.5M - $42M
169K $548M
XLP
Consumer Staples Sector Spdr

ETFs
426K
+ 8752.57%
N/A
431K $729M
IEFA
Ishares Tr

ETFs
326K
+ 6670.55%
$70.06 - $77.43 $22.8M - $25.2M
331K $690M
COST
Costco Wholesale Corp

Consumer Defensive
795K
+ 100422.35%
$873.59 - $994.69 $695M - $791M
796K $969M
MO
Altria Group, Inc.

Consumer Defensive
287K
+ 5280.01%
$49.06 - $57.74 $14.1M - $16.6M
292K $525M
AVGO
Broadcom Inc.

Technology
371K
+ 23301.26%
$159.67 - $250.0 $59.2M - $92.7M
373K $521M
EPD
Enterprise Products Partners L.P.

Energy
666K
+ 3884.67%
$28.66 - $34.43 $19.1M - $22.9M
683K $734M
XLI
Industrial Sector Spdr

ETFs
634K
+ 14726.32%
$131.76 - $143.99 $83.6M - $91.3M
639K $815M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
325K
+ 2348.35%
$23.63 - $26.47 $7.69M - $8.61M
339K $568M
FDL
First Tr Morningstar Dividend

ETFs
229K
+ 4323.67%
$39.59 - $43.95 $9.05M - $10.1M
234K $450M
IWF
Ishares Russell 1000 Gr ETF

ETFs
655K
+ 44227.87%
$370.24 - $418.94 $243M - $275M
657K $779M
LLY
Eli Lilly & CO

Healthcare
678K
+ 126531.53%
$727.2 - $932.06 $493M - $632M
679K $694M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
833K
+ 10847.86%
$108.28 - $117.54 $90.2M - $97.9M
841K $1.08B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
377K
+ 89108.51%
$563.99 - $620.12 $213M - $234M
377K $457M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
835K
+ 48435.4%
$442.29 - $483.08 $369M - $403M
836K $985M
RPV
Invesco Exchange Traded Fd Tr

ETFs
927K
+ 11145.41%
$87.41 - $97.21 $81.1M - $90.1M
936K $931M
SOXX
Ishares Semiconductor ETF

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