Strategic Financial Concepts, LLC Portfolio Holdings
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 2024
Strategic Financial Concepts, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $415 Billion distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $18.3B, American Centy ETF Tr Avantis with a value of $11.3B, Vanguard Index Fds S&P 500 ETF with a value of $10.6B, Procter & Gamble CO with a value of $9.54B, and Apple Inc. with a value of $9.16B.
Examining the 13F form we can see an increase of $246B in the current position value, from $169B to 415B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 313
- Current Value $415 Billion
- Prior Value $169 Billion
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 171 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks