Strategic Financial Concepts, LLC Purchases in Q3 2025

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
24.2K
+ 2.84%
$94.33 - $105.31 $2.28M - $2.55M
875K $91.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.2K
+ 1.13%
$52.12 - $55.33 $584K - $620K
1M $55.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43.5K
+ 12.1%
$42.67 - $46.91 $1.85M - $2.04M
403K $18.9B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.1K
+ 2.45%
$42.26 - $47.16 $594K - $663K
588K $27.2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72.3K
+ 34.04%
$23.82 - $25.84 $1.72M - $1.87M
285K $7.32B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.2K
+ 2.01%
$39.8 - $42.86 $566K - $609K
723K $30.9B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
60.3K
+ 3.03%
$28.38 - $29.05 $1.71M - $1.75M
2.05M $59.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.8K
+ 480.95%
$72.65 - $78.68 $1.8M - $1.95M
30K $2.35B
TFLR
T Rowe Price Exchange Traded F
37.3K
+ 78.16%
N/A
85.1K $4.38B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
55.3K
+ 2.97%
$21.77 - $22.57 $1.2M - $1.25M
1.92M $43B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
18.8K
New
$85.93 - $92.12 $1.62M - $1.73M
18.8K $1.71B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
31.7K
New
$50.32 - $54.01 $1.6M - $1.71M
31.7K $1.71B
FTGC
First Trust Global Tactical CO

ETFs
58.2K
New
$24.67 - $26.32 $1.44M - $1.53M
58.2K $1.51B
VIG
Vanguard Dividend Appreciation

ETFs
2.96K
+ 4.78%
N/A
64.9K $14B
ARKG
Ark Genomic Revolution ETF (De

ETFs
44.3K
New
$22.91 - $27.85 $1.02M - $1.23M
44.3K $1.23B
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.8K
+ 3.11%
$33.26 - $34.01 $925K - $946K
922K $31.3B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
39.1K
New
$26.52 - $31.32 $1.04M - $1.22M
39.1K $1.21B
JGRO
J P Morgan Exchange Traded Fd
9.37K
+ 24.38%
N/A
47.8K $4.48B
J P Morgan Exchange Traded F
16.6K
+ 29.84%
N/A
72K $4.65B
IYW
Ishares Dj Us Tech ETF

ETFs
5.07K
New
$171.38 - $197.01 $868K - $998K
5.07K $992M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.97K
New
$275.84 - $326.36 $820K - $970K
2.97K $970M
QTUM
ETF Ser Solutions Defiance Qua
8.63K
New
N/A
8.63K $905M
XLC
Select Sector Spdr Tr Communic

ETFs
1.87K
+ 2.99%
$105.99 - $119.41 $198K - $223K
64.4K $7.62B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14.1K
+ 71.94%
$46.4 - $51.49 $653K - $724K
33.6K $1.68B
THYF
T Rowe Price Exchange Traded F
14K
+ 17.39%
N/A
94.5K $4.95B
VLO
Valero Energy Corp

Energy
4.36K
New
$131.77 - $175.63 $574K - $765K
4.36K $742M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
33.3K
New
$21.64 - $23.57 $720K - $784K
33.3K $731M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
17.2K
New
$32.78 - $42.61 $563K - $732K
17.2K $720M
Uniti Group LLC
104K
New
N/A
104K $635M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.73K
New
$332.69 - $399.0 $576K - $691K
1.73K $576M
Aim ETF Products Trust
17.5K
New
N/A
17.5K $568M
T Rowe Price ETF Inc
8.23K
+ 7.79%
N/A
114K $4.29B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
17.3K
+ 3.36%
$25.39 - $25.57 $438K - $441K
530K $13.6B
FNV
Franco Nevada Corp

Basic Materials
2.23K
New
$154.4 - $222.91 $345K - $498K
2.23K $498M
XLF
Financial Sector Spdr

ETFs
4.51K
+ 2.73%
$51.37 - $54.25 $231K - $244K
169K $9.13B
EWW
Ishares Inc Msci Mexico ETF

ETFs
6.6K
New
N/A
6.6K $450M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.35K
+ 22.33%
$30.06 - $36.69 $161K - $196K
29.3K $1.08B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.28K
New
$94.11 - $95.78 $403K - $410K
4.28K $410M
NXE
Nex Gen Energy Ltd.

Energy
45.2K
New
$6.43 - $9.1 $291K - $412K
45.2K $405M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.08K
New
$42.43 - $45.05 $385K - $409K
9.08K $400M
NTR
Nutrien Ltd.

Basic Materials
6.8K
New
$55.69 - $62.11 $379K - $422K
6.8K $399M
XLV
Select Sector Spdr Fund Health

ETFs
1.53K
+ 3.69%
$129.01 - $139.72 $197K - $213K
42.9K $5.97B
TBUX
T Rowe Price Exchange Traded F

ETFs
7.83K
+ 2.66%
$49.7 - $49.98 $389K - $391K
302K $15B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
18.6K
New
$19.7 - $20.2 $366K - $375K
18.6K $373M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.93K
New
$64.14 - $69.37 $316K - $342K
4.93K $340M
IGV
Ishares Expanded Tech Software

ETFs
2.93K
New
$105.96 - $117.79 $311K - $345K
2.93K $337M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.73K
New
$49.05 - $49.99 $330K - $336K
6.73K $335M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.69K
New
$81.75 - $84.54 $302K - $312K
3.69K $311M
Alps ETF Tr
8.53K
New
N/A
8.53K $305M
Activity Summary
Buys All Purchases 139 New Holdings 47 Increased Positions 92 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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