Strategic Financial Concepts, LLC Sells in Q2 2025

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-72.1K
- 87.63%
$152.93 - $181.74 $11M - $13.1M
10.2K $1.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22.7K
- 92.49%
$456.74 - $568.03 $10.4M - $12.9M
1.85K $1.05B
PG
Procter & Gamble CO

Consumer Defensive
-55.8K
- 94.57%
$157.66 - $172.39 $8.79M - $9.61M
3.2K $510M
VEA
Vanguard Ftse Developed Market

ETFs
-129K
- 67.99%
$45.65 - $57.01 $5.89M - $7.36M
60.7K $3.46B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-78.1K
- 93.8%
$58.41 - $72.69 $4.56M - $5.68M
5.16K $375M
IVV
Ishares Core S&P 500 ETF

ETFs
-8.62K
- 68.0%
$498.8 - $620.9 $4.3M - $5.35M
4.06K $2.52B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-47.5K
- 22.58%
$91.43 - $91.74 $4.35M - $4.36M
163K $14.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.03K
- 64.87%
$416.06 - $551.64 $3.76M - $4.98M
4.89K $2.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-164K
- 82.23%
$22.54 - $23.17 $3.7M - $3.81M
35.5K $824M
AAPL
Apple Inc.

Technology
-13.4K
- 25.66%
$172.42 - $223.89 $2.32M - $3.01M
38.9K $7.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-64K
- 86.29%
$50.36 - $50.68 $3.22M - $3.24M
10.2K $516M
DGRO
Ishares Core Dividend Growth E

ETFs
-53.1K
- 67.04%
$55.22 - $63.94 $2.93M - $3.39M
26.1K $1.67B
TFLO
Ishares Treasury Floating Rate

ETFs
-59.6K
- 87.99%
$50.47 - $50.66 $3.01M - $3.02M
8.14K $413M
VEU
Vanguard Ftse All World Ex Us

ETFs
-43K
- 93.26%
$54.19 - $67.22 $2.33M - $2.89M
3.11K $209M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-83.6K
- 41.16%
$24.32 - $27.87 $2.03M - $2.33M
120K $3.17B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-64.7K
- 80.11%
$32.99 - $38.56 $2.13M - $2.49M
16.1K $610M
USFR
Wisdomtree Floating Rate Treas

ETFs
-46.7K
- 82.12%
$50.28 - $50.47 $2.35M - $2.36M
10.2K $511M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-37.1K
- 83.05%
$55.54 - $69.09 $2.06M - $2.56M
7.57K $523M
NVDA
Nvidia Corp

Technology
-29.3K
- 58.72%
$94.31 - $157.99 $2.76M - $4.63M
20.6K $3.25B
GLD
Spdr Gold Trust

ETFs
-6.53K
- 67.45%
$273.71 - $316.29 $1.79M - $2.06M
3.15K $960M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-84.3K
- 87.67%
$16.93 - $17.81 $1.43M - $1.5M
11.9K $211M
XOM
Exxon Mobil Corp

Energy
-10.2K
- 33.32%
$99.93 - $119.04 $1.02M - $1.21M
20.3K $2.21B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-31.9K
- 75.1%
$39.89 - $49.46 $1.27M - $1.58M
10.6K $524M
IBM
International Business Machines Corp

Technology
-5.98K
- 63.83%
$221.03 - $294.78 $1.32M - $1.76M
3.39K $1B
SPMD
Spdr Portfolio

ETFs
-24.6K
- 47.58%
$44.89 - $54.38 $1.1M - $1.34M
27.1K $1.47B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-11.7K
- 73.53%
$89.63 - $111.92 $1.05M - $1.31M
4.22K $473M
JPEM
Jp Morgan Diversified Return

ETFs
-21.1K
- 83.09%
$48.41 - $56.7 $1.02M - $1.2M
4.29K $242M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-14.8K
- 32.22%
$72.02 - $73.82 $1.07M - $1.09M
31.1K $2.29B
PPLT
Abrdn Platinum ETF Trust

ETFs
-13.2K
- 72.37%
N/A
5.03K $618M
IWR
Ishares Russell Mid Cap ETF

ETFs
-12.5K
- 79.91%
$74.88 - $91.97 $935K - $1.15M
3.14K $289M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-22.3K
- 72.29%
N/A
8.54K $395M
VB
Vanguard Small Cap ETF

ETFs
-4.73K
- 46.87%
$193.73 - $237.37 $916K - $1.12M
5.36K $1.27B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-44.8K
- 38.62%
$20.42 - $25.3 $915K - $1.13M
71.2K $1.8B
IWY
Ishares Tr Russell 200 Growth

ETFs
-4.7K
- 66.33%
$187.5 - $246.51 $880K - $1.16M
2.38K $587M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-21.6K
- 79.66%
$37.18 - $42.55 $804K - $920K
5.52K $235M
AVMU
American Centy ETF Travantis C

ETFs
-18.5K
- 34.82%
$43.44 - $45.67 $802K - $844K
34.6K $1.55B
V
Visa Inc.

Financial Services
-2.47K
- 72.52%
$308.27 - $373.31 $760K - $920K
934 $332M
OKE
Oneok Inc

Energy
-7.77K
- 69.13%
$78.71 - $100.37 $611K - $780K
3.47K $283M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.7K
- 50.46%
$216.28 - $284.39 $801K - $1.05M
3.64K $1.03B
XLE
Energy Sector Spdr

ETFs
-6.83K
- 43.09%
$76.44 - $94.13 $522K - $643K
9.02K $765M
EWP
Ishares Inc Msci Spain ETF

ETFs
-18.8K
- 60.47%
$34.15 - $44.03 $643K - $829K
12.3K $542M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-9.58K
- 75.5%
$54.98 - $67.95 $527K - $651K
3.11K $210M
EWG
Ishares Msci Germany ETF

ETFs
-16.7K
- 51.61%
$33.22 - $42.57 $556K - $713K
15.7K $664M
T
At&T Inc.

Communication Services
-18.9K
- 55.68%
$26.33 - $28.94 $497K - $547K
15K $398M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.84K
- 66.76%
$47.46 - $55.3 $420K - $489K
4.4K $243M
CVX
Chevron Corp

Energy
-2.01K
- 30.49%
$133.73 - $168.51 $269K - $339K
4.58K $656M
WMT
Walmart Inc.

Consumer Defensive
-6.97K
- 25.62%
$81.79 - $99.98 $570K - $696K
20.2K $1.98B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.09K
- 53.79%
$114.78 - $133.31 $355K - $412K
2.66K $354M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.13K
- 19.81%
$496.48 - $617.85 $562K - $699K
4.58K $2.83B
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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