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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
250K
+ 42602.73%
$417.69 - $450.94 $104M - $113M
251K $269M
VO
Vanguard Mid Cap ETF

ETFs
292K
+ 26575.16%
$261.5 - $284.63 $76.4M - $83.1M
293K $309M
ISRG
Intuitive Surgical Inc

Healthcare
312K
+ 50740.81%
$471.27 - $550.62 $147M - $172M
313K $322M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
662K
+ 1080.37%
$10.67 - $11.89 $7.07M - $7.87M
724K $724M
Mach Natural Resources LP
184K
+ 1618.0%
N/A
195K $195M
IWV
Ishares Russell 3000 ETF

ETFs
238K
+ 33356.16%
$323.08 - $349.08 $76.9M - $83.1M
239K $246M
SPG
Simon Property Group Inc

Real Estate
474K
+ 17222.06%
$167.23 - $183.84 $79.2M - $87.1M
477K $477M
FFIN
First Financial Bankshares Inc

Financial Services
2.73M
+ 3508.25%
$35.49 - $43.05 $96.9M - $118M
2.81M $2.89B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
468K
+ 7913.23%
$78.43 - $87.17 $36.7M - $40.8M
474K $481M
MGV
Vanguard Mega Cap Value

ETFs
242K
+ 12397.79%
$124.06 - $133.48 $30M - $32.3M
244K $260M
OEF
Ishares S&P 100 ETF

ETFs
228K
+ 28806.06%
N/A
229K $229M
JCPB
J P Morgan Exchange Traded Fd

ETFs
221K
+ 4960.04%
$46.07 - $48.17 $10.2M - $10.6M
225K $223M
HTGC
Hercules Capital, Inc.

Financial Services
311K
+ 1909.0%
$18.53 - $20.22 $5.77M - $6.29M
327K $327M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
591K
+ 2872.55%
$28.6 - $29.27 $16.9M - $17.3M
612K $612M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
119K
+ 846.38%
$8.2 - $9.12 $979K - $1.09M
133K $133M
CSQ
Calamos Strategic Total Return Fund

Financial Services
205K
+ 1679.71%
$17.14 - $18.44 $3.51M - $3.78M
217K $217M
Ea Series Trust
311K
+ 10928.0%
N/A
314K $314M
GNTY
Guaranty Bancshares Inc

Financial Services
496K
+ 3360.0%
$32.53 - $38.66 $16.1M - $19.2M
511K $511M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
80.7K
+ 747.11%
$8.36 - $8.71 $675K - $703K
91.5K $95.6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
276K
+ 7680.14%
$77.23 - $82.11 $21.3M - $22.7M
280K $283M
DFAT
Dimensional ETF Tr U S Target

ETFs
221K
+ 5465.99%
$54.54 - $61.04 $12M - $13.5M
225K $225M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
249K
+ 2125.19%
$22.21 - $24.22 $5.52M - $6.02M
260K $282M
MCD
Mcdonalds Corp

Consumer Cyclical
227K
+ 26948.93%
$288.47 - $316.54 $65.5M - $71.8M
228K $255M
RYT
Invesco S&P 500 Equal Weight T

ETFs
278K
+ 3644.69%
N/A
286K $286M
QCOM
Qualcomm Inc

Technology
538K
+ 15753.03%
$150.4 - $178.04 $80.9M - $95.8M
541K $578M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
176K
+ 1171.56%
$11.48 - $12.95 $2.02M - $2.28M
191K $191M
IWN
Ishares Russell2000 Val ETF

ETFs
796K
+ 16463.36%
$162.69 - $181.35 $129M - $144M
801K $803M
FDM
First Trust Dow Jones Select M

ETFs
360K
+ 6229.88%
$62.59 - $73.1 $22.5M - $26.3M
366K $366M
SCHP
Schwab Strategic Us Tips ETF

ETFs
444K
+ 5171.31%
$25.74 - $53.78 $11.4M - $23.9M
453K $455M
VDC
Vanguard Consumer Staples ETF

ETFs
238K
+ 21241.7%
$210.96 - $223.62 $50.2M - $53.2M
239K $239M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
318K
+ 4788.75%
$50.53 - $55.55 $16M - $17.6M
324K $332M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
258K
+ 2090.36%
$21.81 - $22.48 $5.63M - $5.8M
271K $271M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
284K
+ 3261.7%
$33.7 - $37.69 $9.57M - $10.7M
293K $293M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
194K
+ 3420.15%
$34.5 - $36.32 $6.71M - $7.06M
200K $200M
CHW
Calamos Global Dynamic Income Fund

Financial Services
145K
+ 575.0%
$6.75 - $7.33 $982K - $1.07M
171K $171M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
438K
+ 5630.24%
$55.73 - $61.23 $24.4M - $26.8M
446K $446M
VDE
Vanguard Energy ETF

ETFs
193K
+ 11313.93%
$116.67 - $136.78 $22.5M - $26.4M
195K $195M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
215K
+ 764.74%
$9.1 - $9.51 $1.96M - $2.04M
243K $243M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
249K
+ 2764.73%
$27.88 - $30.51 $6.95M - $7.61M
258K $258M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
331K
+ 6204.36%
N/A
337K $337M
YYY
Amplify ETF Tr High Income ETF

ETFs
241K
+ 1052.0%
$11.52 - $12.3 $2.78M - $2.96M
264K $264M
MELI
Mercadolibre Inc

Consumer Cyclical
182K
+ 169952.34%
$1666.0 - $2117.3 $303M - $385M
182K $197M
VOE
Vanguard Mid Cap Value Index F

ETFs
907K
+ 16166.43%
$160.89 - $176.18 $146M - $160M
913K $918M
PFF
Ishares Trust Ishares Pfd And

ETFs
993K
+ 2977.52%
$31.23 - $33.51 $31M - $33.3M
1.03M $1.08B
UNIT
Uniti Group Inc.

Real Estate
794K
+ 449.78%
$5.07 - $6.12 $4.03M - $4.86M
971K $971M
VHT
Vanguard Health Care ETF

ETFs
248K
+ 25304.69%
$250.81 - $283.3 $62.2M - $70.3M
249K $249M
IHDG
Wisdomtree Tr

ETFs
970K
+ 4345.58%
$43.38 - $46.0 $42.1M - $44.6M
993K $993M
PDI
Pimco Dynamic Income Fund

Financial Services
172K
+ 1654.64%
$18.33 - $20.85 $3.15M - $3.59M
182K $182M
EFC
Ellington Financial Inc.

Real Estate
200K
+ 1030.78%
$11.92 - $12.81 $2.38M - $2.56M
219K $219M
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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