Strategic Financial Concepts, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 770 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $9.53B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.16B, Invesco S&P 500 Equal Weight E with a value of $5.05B, Ishares Core U.S. Aggregate Bo with a value of $4.92B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $4.57B.
Examining the 13F form we can see an decrease of $243B in the current position value, from $415B to 172B.
Strategic Financial Concepts, LLC is based out at San Antonio, TX
Below you can find more details about Strategic Financial Concepts, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Billion
ETFs: $130 Billion
Consumer Defensive: $11.4 Billion
Technology: $8.77 Billion
Energy: $4.29 Billion
Financial Services: $3.66 Billion
Consumer Cyclical: $3 Billion
Communication Services: $1.94 Billion
Industrials: $1.23 Billion
Other: $2.31 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
