Strategic Financial Concepts, LLC Incresed Positions in Q2 2025

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
557
+ 7.75%
$73.09 - $82.77 $40.7K - $46.1K
7.75K $633M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
51
+ 3.9%
$224.16 - $285.86 $11.4K - $14.6K
1.36K $388M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
665
+ 5.52%
$37.73 - $43.54 $25.1K - $29K
12.7K $554M
UUUU
Energy Fuels Inc

Energy
7.48K
+ 37.03%
$3.44 - $5.9 $25.7K - $44.1K
27.7K $154M
IHDG
Wisdomtree Tr

ETFs
56
+ 0.24%
$38.54 - $46.0 $2.16K - $2.58K
23.3K $1.05B
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
3.6K
+ 9.35%
$9.08 - $10.16 $32.7K - $36.6K
42.1K $428M
YYY
Amplify ETF Tr High Income ETF

ETFs
1.8K
+ 5.51%
$10.18 - $11.74 $18.3K - $21.1K
34.5K $403M
MCD
Mcdonalds Corp

Consumer Cyclical
166
+ 18.44%
$285.55 - $321.23 $47.4K - $53.3K
1.07K $311M
MDLZ
Mondelez International, Inc.

Consumer Defensive
295
+ 9.76%
$63.54 - $68.5 $18.7K - $20.2K
3.32K $224M
JCPB
J P Morgan Exchange Traded Fd

ETFs
355
+ 7.05%
$45.9 - $47.2 $16.3K - $16.8K
5.39K $254M
EFC
Ellington Financial Inc.

Real Estate
1.5K
+ 8.88%
$11.53 - $13.28 $17.3K - $19.9K
18.4K $239M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
298
+ 1.55%
$40.64 - $47.27 $12.1K - $14.1K
19.6K $910M
VDC
Vanguard Consumer Staples ETF

ETFs
39
+ 3.43%
$204.89 - $224.73 $7.99K - $8.76K
1.18K $257M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2
+ 0.1%
$105.8 - $131.55 $212 - $263
2.1K $270M
Alps ETF Tr
177
+ 1.96%
N/A
9.19K $238M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
160
+ 2.01%
$50.46 - $58.08 $8.07K - $9.29K
8.12K $466M
PFL
Pimco Income Strategy Fund

Financial Services
200
+ 2.0%
$7.76 - $8.58 $1.55K - $1.72K
10.2K $85.1M
OGE
Oge Energy Corp.

Utilities
47
+ 0.98%
$42.23 - $46.38 $1.98K - $2.18K
4.86K $216M
MO
Altria Group, Inc.

Consumer Defensive
94
+ 0.98%
$55.56 - $60.91 $5.22K - $5.73K
9.65K $566M
LTC
Ltc Properties Inc

Real Estate
24
+ 0.13%
$32.83 - $36.24 $788 - $870
19.1K $660M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.1%
$236.71 - $261.92 $237 - $262
983 $244M
MPLX
Mplx LP

Energy
52
+ 0.28%
$46.68 - $53.89 $2.43K - $2.8K
18.7K $963M
Activity Summary
Buys All Purchases 112 New Holdings 39 Increased Positions 73 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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