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
XLF
Financial Sector Spdr

ETFs
685K
+ 5341.97%
$44.89 - $51.34 $30.8M - $35.2M
698K $759M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.88M
+ 6492.27%
$22.01 - $66.82 $108M - $326M
4.96M $5.18B
IBM
International Business Machines Corp

Technology
694K
+ 23311.08%
$204.9 - $238.04 $142M - $165M
697K $823M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.85M
+ 26367.92%
$241.48 - $274.89 $447M - $508M
1.86M $1.86B
NFLX
Netflix Inc

Communication Services
382K
+ 112896.45%
$687.65 - $936.56 $262M - $357M
382K $392M
JNJ
Johnson & Johnson

Healthcare
310K
+ 14102.0%
$143.34 - $165.86 $44.4M - $51.4M
312K $501M
MPLX
Mplx LP

Energy
959K
+ 5069.96%
$43.77 - $51.66 $42M - $49.5M
978K $978M
ENB
Enbridge Inc

Energy
301K
+ 4134.7%
$40.4 - $43.92 $12.1M - $13.2M
308K $428M
XLU
Utilities Sector Spdr

ETFs
425K
+ 8762.95%
$74.89 - $82.93 $31.8M - $35.3M
430K $522M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
991K
+ 5570.88%
$53.94 - $58.15 $53.5M - $57.6M
1.01M $1.1B
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
OUNZ
Van Eck Merk Gold Trust

ETFs
246K
+ 2477.4%
$24.72 - $26.9 $6.07M - $6.61M
256K $370M
LOW
Lowes Companies Inc

Consumer Cyclical
1.22M
+ 24531.01%
$244.52 - $284.07 $299M - $347M
1.23M $1.47B
QUAL
Ishares Msci Usa Quality Facto

ETFs
520K
+ 18801.74%
$176.42 - $186.91 $91.7M - $97.2M
523K $606M
FVD
First Tr Value Line Divid Inde

ETFs
1.15M
+ 4742.43%
$43.4 - $46.7 $49.9M - $53.7M
1.17M $1.21B
VTV
Vanguard Value ETF

ETFs
2.53M
+ 15337.43%
$168.32 - $181.87 $426M - $461M
2.55M $2.98B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
331K
+ 6876.24%
$50.14 - $52.56 $16.6M - $17.4M
335K $349M
IWP
Ishares Russell Mid Cap Growth

ETFs
718K
+ 12202.26%
$116.4 - $138.52 $83.6M - $99.5M
724K $783M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
569K
+ 784.47%
$7.67 - $9.21 $4.36M - $5.24M
641K $641M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
448K
+ 1740.27%
$17.93 - $18.8 $8.04M - $8.43M
474K $549M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
400K
+ 3185.08%
$24.94 - $25.74 $9.99M - $10.3M
413K $398M
SCHG
Schwab Strategic Tr Us Large C

ETFs
673K
+ 11130.13%
$25.93 - $105.3 $17.4M - $70.8M
679K $712M
IVW
Ishares S&P 500 Growth ETF

ETFs
422K
+ 10066.91%
$94.43 - $105.47 $39.8M - $44.5M
426K $479M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
84K
+ 779.78%
$7.83 - $8.16 $658K - $686K
94.8K $164M
FSK
Fs Kkr Capital Corp

Financial Services
289K
+ 2029.88%
$19.71 - $22.22 $5.7M - $6.43M
304K $355M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
765K
+ 10066.1%
$89.9 - $100.66 $68.8M - $77M
773K $778M
JHMM
John Hancock Multifactor Mid C

ETFs
1.13M
+ 6330.7%
$59.61 - $64.8 $67.3M - $73.1M
1.15M $1.14B
VBR
Vanguard Small Cap Value ETF

ETFs
1.03M
+ 21217.49%
$197.36 - $217.3 $203M - $224M
1.03M $1.04B
VV
Vanguard Large Cap ETF

ETFs
2.65M
+ 26848.86%
$260.27 - $280.65 $690M - $744M
2.66M $2.66B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
280K
+ 13334.7%
$107.98 - $143.92 $30.2M - $40.3M
282K $294M
B
Barnes Group Inc

Industrials
377K
+ 4626.0%
$38.58 - $47.26 $14.5M - $17.8M
385K $385M
DE
Deere & CO

Industrials
282K
+ 41841.9%
$389.45 - $466.0 $110M - $131M
282K $332M
Morgan Stanley ETF Trust
435K
+ 5101.17%
N/A
444K $492M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.48M
+ 2038.12%
$20.98 - $21.19 $31.1M - $31.4M
1.56M $1.58B
UNH
Unitedhealth Group Inc

Healthcare
202K
+ 46182.61%
$485.52 - $625.25 $98M - $126M
202K $300M
AIQ
Global X Funds Global X Artifi

ETFs
314K
+ 4175.43%
$36.57 - $40.57 $11.5M - $12.8M
322K $324M
IWM
Ishares Russell 2000 ETF

ETFs
734K
+ 21916.2%
$216.13 - $242.4 $159M - $178M
738K $783M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
306K
+ 1098.23%
$10.2 - $10.51 $3.13M - $3.22M
334K $329M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.11M
+ 6856.54%
$69.3 - $74.3 $77.2M - $82.8M
1.13M $1.17B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
303K
+ 1517.76%
$15.05 - $16.03 $4.56M - $4.86M
323K $351M
AMD
Advanced Micro Devices Inc

Technology
395K
+ 16019.77%
$118.88 - $172.8 $46.9M - $68.2M
397K $440M
HON
Honeywell International Inc

Industrials
233K
+ 23527.4%
$202.84 - $236.0 $47.2M - $54.9M
234K $239M
ET
Energy Transfer LP

Energy
705K
+ 1572.44%
$16.05 - $19.86 $11.3M - $14M
750K $750M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
240K
+ 7477.83%
$72.18 - $81.41 $17.3M - $19.5M
243K $262M
SHOP
Shopify Inc.

Technology
21.4K
+ 770.5%
$78.14 - $119.49 $1.67M - $2.55M
24.1K $248M
IWD
Ishares Russell 1000 Val ETF

ETFs
418K
+ 18440.46%
$183.23 - $199.79 $76.7M - $83.6M
421K $456M
SO
Southern CO

Utilities
267K
+ 9665.01%
$81.5 - $94.15 $21.7M - $25.1M
269K $273M
DEUS
Xtrackers Russell Us Multifact

ETFs
795K
+ 5539.49%
$53.65 - $58.19 $42.6M - $46.3M
809K $809M
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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