Strategic Financial Concepts, LLC Purchases in Q2 2025

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
842K
+ 9486.48%
$71.83 - $95.32 $60.5M - $80.3M
851K $81.1B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.99M
New
$28.21 - $28.85 $56.1M - $57.4M
1.99M $57.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
965K
+ 3960.94%
$45.11 - $52.34 $43.5M - $50.5M
990K $51.8B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.86M
New
$21.55 - $22.2 $40.1M - $41.3M
1.86M $41.2B
SPIB
Spdr Portfolio Intermediate Te

ETFs
894K
New
$32.62 - $33.58 $29.2M - $30M
894K $30B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
591K
+ 498.97%
$32.66 - $40.75 $19.3M - $24.1M
709K $28.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
426K
+ 288.6%
$35.35 - $42.68 $15.1M - $18.2M
574K $24.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
340K
+ 1775.46%
$34.72 - $42.74 $11.8M - $14.5M
359K $15.4B
XLF
Financial Sector Spdr

ETFs
151K
+ 1081.05%
$43.92 - $52.37 $6.63M - $7.91M
165K $8.64B
XLC
Select Sector Spdr Tr Communic

ETFs
62.5K
New
$86.13 - $108.53 $5.39M - $6.79M
62.5K $6.79B
XLV
Select Sector Spdr Fund Health

ETFs
35.6K
+ 608.71%
$128.77 - $144.3 $4.58M - $5.13M
41.4K $5.58B
AVUS
American Centy ETF Tr Avantis

ETFs
16.2K
+ 6.53%
$81.38 - $100.82 $1.32M - $1.63M
264K $26.6B
IEFA
Ishares Tr

ETFs
36.7K
+ 404.15%
$67.83 - $84.09 $2.49M - $3.09M
45.8K $3.83B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
58.5K
New
$49.57 - $50.27 $2.9M - $2.94M
58.5K $2.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.9K
+ 49.01%
$96.84 - $99.46 $2.02M - $2.08M
63.6K $6.31B
EFA
Ishares Tr Msci Eafe ETF

ETFs
22.8K
New
$72.96 - $90.39 $1.66M - $2.06M
22.8K $2.04B
EPI
Wisdomtree Tr India Earnings F

ETFs
41.3K
New
$41.3 - $47.52 $1.7M - $1.96M
41.3K $1.96B
AVDE
American Centy ETF Tr Avantis

ETFs
7.79K
+ 6.42%
$59.32 - $74.36 $462K - $579K
129K $9.55B
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
22.8K
New
$61.48 - $65.6 $1.4M - $1.5M
22.8K $1.46B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
27.5K
New
$50.09 - $51.09 $1.38M - $1.4M
27.5K $1.4B
TFLR
T Rowe Price Exchange Traded F
24.3K
+ 103.77%
N/A
47.8K $2.46B
J P Morgan Exchange Traded F
14K
+ 33.8%
N/A
55.5K $3.48B
AVIG
American Centy ETF Tr Avantis

ETFs
21.7K
+ 10.67%
$40.41 - $41.62 $876K - $902K
225K $9.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.22K
+ 124.59%
$90.56 - $109.49 $744K - $900K
14.8K $1.62B
TBUX
T Rowe Price Exchange Traded F

ETFs
17.6K
+ 6.38%
$49.52 - $49.9 $873K - $880K
294K $14.6B
IEMG
Ishares Inc

ETFs
14K
New
N/A
14K $843M
AVGE
American Centy ETF Tr Avantis
9.42K
+ 58.87%
N/A
25.4K $1.97B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
32.7K
+ 6.82%
$24.96 - $25.5 $817K - $835K
513K $13.1B
JGRO
J P Morgan Exchange Traded Fd
4.32K
+ 12.66%
N/A
38.4K $3.31B
AVEM
American Centy ETF Tr Avantis

ETFs
4.06K
+ 6.72%
$53.08 - $68.54 $216K - $278K
64.6K $4.42B
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.95K
New
$149.76 - $186.42 $591K - $736K
3.95K $736M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.3K
+ 79.05%
$22.27 - $29.21 $453K - $594K
46.1K $1.35B
INDA
Ishares Msci India Index Fund

ETFs
12.5K
New
$49.13 - $55.86 $616K - $701K
12.5K $698M
Neos ETF Trust
10.9K
New
N/A
10.9K $648M
CEG
Constellation Energy Corp

Utilities
1.81K
New
$170.96 - $322.76 $309K - $584K
1.81K $584M
T Rowe Price ETF Inc
7.94K
+ 8.12%
N/A
106K $3.73B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.48K
+ 4.68%
$41.45 - $54.46 $103K - $135K
55.4K $2.9B
PPL
Ppl Corp

Utilities
13K
New
$33.45 - $36.5 $436K - $476K
13K $442M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8K
New
$51.68 - $52.76 $413K - $422K
8K $422M
PM
Philip Morris International Inc.

Consumer Defensive
2.02K
+ 156.71%
$149.23 - $184.95 $301K - $374K
3.31K $603M
Grayscale Ethereum Trust ETF
17.8K
New
N/A
17.8K $370M
Listed Fds Tr
6.18K
New
N/A
6.18K $343M
JPM
Jpmorgan Chase & CO

Financial Services
793
+ 33.74%
$210.28 - $289.91 $167K - $230K
3.14K $860M
BAC
Bank Of America Corp

Financial Services
6.37K
New
$34.39 - $47.46 $219K - $302K
6.37K $301M
PLTR
Palantir Technologies Inc.

Technology
2.2K
New
$74.01 - $144.25 $163K - $317K
2.2K $300M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.84K
+ 106.74%
N/A
5.49K $580M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
11.2K
New
$21.42 - $26.48 $240K - $297K
11.2K $283M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.52K
+ 26.19%
$108.12 - $135.04 $164K - $205K
7.32K $988M
COF
Capital One Financial Corp

Financial Services
1.32K
New
$150.57 - $212.76 $198K - $280K
1.32K $280M
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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email