Strategic Financial Concepts, LLC Incresed Positions in Q1 2025

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DEUS
Xtrackers Russell Us Multifact

ETFs
386
+ 2.56%
$52.01 - $56.04 $20.1K - $21.6K
15.5K $829M
APG
A Pi Group Corp

Industrials
595
+ 9.4%
$35.67 - $40.88 $21.2K - $24.3K
6.92K $248M
FDM
First Trust Dow Jones Select M

ETFs
821
+ 15.3%
$61.73 - $71.81 $50.7K - $59K
6.19K $385M
NEE
Nextera Energy Inc

Utilities
297
+ 10.49%
$66.96 - $76.16 $19.9K - $22.6K
3.13K $222M
CRM
Salesforce, Inc.

Technology
217
+ 35.57%
$268.36 - $359.95 $58.2K - $78.1K
827 $222M
QCOM
Qualcomm Inc

Technology
117
+ 3.11%
$151.94 - $175.86 $17.8K - $20.6K
3.88K $596M
MU
Micron Technology Inc

Technology
88
+ 2.58%
$86.89 - $109.38 $7.65K - $9.63K
3.5K $304M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
70
+ 0.89%
$55.76 - $59.54 $3.9K - $4.17K
7.96K $463M
VOE
Vanguard Mid Cap Value Index F

ETFs
145
+ 2.56%
$156.61 - $168.02 $22.7K - $24.4K
5.82K $934M
PPA
Invesco Exchange Traded Fd Tr

ETFs
62
+ 1.27%
$113.59 - $123.29 $7.04K - $7.64K
4.94K $576M
HON
Honeywell International Inc

Industrials
146
+ 13.79%
$202.75 - $226.52 $29.6K - $33.1K
1.21K $255M
F
Ford Motor CO

Consumer Cyclical
1.25K
+ 5.83%
$9.12 - $10.43 $11.4K - $13.1K
22.8K $228M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
220
+ 3.69%
$42.4 - $44.11 $9.33K - $9.7K
6.19K $271M
JCPB
J P Morgan Exchange Traded Fd

ETFs
188
+ 3.88%
$45.56 - $47.23 $8.57K - $8.88K
5.04K $237M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.1%
$254.06 - $273.83 $254 - $274
982 $260M
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.58%
$123.61 - $133.01 $1.48K - $1.6K
2.09K $270M
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.44%
$206.54 - $226.16 $1.03K - $1.13K
1.14K $249M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.94K
+ 11.22%
$46.12 - $52.9 $89.6K - $103K
19.3K $895M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.08K
+ 1.13%
$17.53 - $17.87 $18.9K - $19.2K
96.2K $1.69B
FTLS
First Tr Long/Short Equity ETF

ETFs
233
+ 6.18%
$63.42 - $68.17 $14.8K - $15.9K
4.01K $257M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
175
+ 1.42%
$21.77 - $22.25 $3.81K - $3.89K
12.5K $279M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.08%
$182.82 - $196.21 $366 - $392
2.47K $464M
LMT
Lockheed Martin Corp

Industrials
58
+ 12.11%
$423.19 - $506.29 $24.5K - $29.4K
537 $240M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 2.8%
$225.19 - $279.95 $14.4K - $17.9K
2.35K $554M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
98
+ 1.71%
$34.06 - $36.44 $3.34K - $3.57K
5.82K $206M
WEA
Western Asset Premier Bond Fund

Financial Services
49
+ 0.46%
$10.63 - $11.21 $521 - $549
10.7K $120M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
820
+ 9.52%
$80.73 - $94.96 $66.2K - $77.9K
9.44K $783M
SMB
Vaneck Short Muni ETF

ETFs
226
+ 1.57%
$17.08 - $17.25 $3.86K - $3.9K
14.6K $251M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8
+ 0.02%
$26.64 - $27.14 $213 - $217
44.2K $1.18B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.03%
$77.7 - $78.94 $77.7 - $78.9
3.75K $296M
JEPI
J P Morgan Exchange Traded Fd

ETFs
159
+ 0.7%
$56.17 - $59.71 $8.93K - $9.49K
22.8K $1.3B
WMT
Walmart Inc.

Consumer Defensive
759
+ 2.87%
$84.5 - $105.05 $64.1K - $79.7K
27.2K $2.39B
Mach Natural Resources LP
948
+ 8.34%
N/A
12.3K $191M
OEF
Ishares S&P 100 ETF

ETFs
34
+ 4.29%
N/A
827 $224M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
180
+ 3.0%
$75.47 - $84.24 $13.6K - $15.2K
6.17K $476M
JHMM
John Hancock Multifactor Mid C

ETFs
708
+ 3.7%
$55.69 - $63.12 $39.4K - $44.7K
19.8K $1.14B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
57
+ 0.88%
$48.02 - $53.02 $2.74K - $3.02K
6.57K $325M
FFIN
First Financial Bankshares Inc

Financial Services
4
+ 0.0%
$34.78 - $38.52 $139 - $154
80.2K $2.88B
AIQ
Global X Funds Global X Artifi

ETFs
180
+ 2.15%
$36.38 - $42.77 $6.55K - $7.7K
8.56K $311M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6
+ 0.17%
$69.69 - $79.99 $418 - $480
3.47K $248M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 8.02%
$102.49 - $119.96 $50.2K - $58.8K
6.6K $690M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.13%
$120.24 - $134.3 $361 - $403
2.35K $286M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
91
+ 7.48%
$254.58 - $302.92 $23.2K - $27.6K
1.31K $334M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
83
+ 0.97%
$31.63 - $35.22 $2.63K - $2.92K
8.61K $275M
PFF
Ishares Trust Ishares Pfd And

ETFs
137
+ 0.4%
$30.73 - $32.26 $4.21K - $4.42K
34.6K $1.06B
CAT
Caterpillar Inc

Industrials
7
+ 1.0%
$326.75 - $407.63 $2.29K - $2.85K
709 $234M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
80
+ 2.1%
$77.67 - $90.15 $6.21K - $7.21K
3.89K $305M
SHOP
Shopify Inc.

Technology
17
+ 0.73%
$90.59 - $129.31 $1.54K - $2.2K
2.35K $225M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.27%
$307.43 - $357.48 $615 - $715
750 $232M
Activity Summary
Buys All Purchases 194 New Holdings 28 Increased Positions 166 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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