Strategic Financial Concepts, LLC Purchases in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.1K
New
$60.13 - $67.31 $729K - $817K
12.1K $27.7M
FTSL
First Trust Senior Ln Fund

ETFs
10.8K
New
$45.9 - $46.48 $497K - $503K
10.8K $27.7M
QJUN
First Tr ETF
27.6K
New
$26.78 - $28.75 $740K - $795K
27.6K $27.6M
WM
Waste Management Inc

Industrials
16.1K
New
$201.79 - $228.46 $3.25M - $3.68M
16.1K $27.6M
VST
Vistra Corp.

Utilities
27.5K
New
$115.74 - $166.61 $3.18M - $4.57M
27.5K $27.5M
HES
Hess Corp

Energy
23.4K
New
$127.66 - $148.65 $2.99M - $3.48M
23.4K $27.4M
PPC
Pilgrims Pride Corp

Consumer Defensive
27.2K
New
$43.57 - $53.82 $1.19M - $1.47M
27.2K $27.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
27.2K
New
$29.77 - $30.19 $810K - $821K
27.2K $27.2M
KLAC
Kla Corp

Technology
27.1K
New
$614.46 - $829.55 $16.7M - $22.5M
27.1K $27.1M
EFV
Msci Eafe Value ETF

ETFs
21.1K
New
$51.78 - $57.15 $1.09M - $1.21M
21.1K $27M
PHO
Invesco Exchange Traded Fd Tr

ETFs
26.3K
New
$65.79 - $72.14 $1.73M - $1.9M
26.3K $26.3M
SHOP
Shopify Inc.

Technology
21.4K
+ 770.5%
$78.14 - $119.49 $1.67M - $2.55M
24.1K $248M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
26.1K
New
$17.21 - $18.41 $449K - $480K
26.1K $26.1M
ROLL
Rbc Bearings Inc

Industrials
26K
New
N/A
26K $26M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
25.8K
New
$20.56 - $21.33 $531K - $551K
25.8K $25.8M
Grayscale Bitcoin Mini Tr Et
24.9K
New
N/A
24.9K $25.8M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
25.7K
New
$11.91 - $14.14 $306K - $363K
25.7K $25.7M
AZN
Astrazeneca PLC

Healthcare
25.6K
New
$63.2 - $79.58 $1.62M - $2.04M
25.6K $25.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
418K
+ 18440.46%
$183.23 - $199.79 $76.7M - $83.6M
421K $456M
Lam Research Corp
24.6K
New
N/A
24.6K $25.3M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
25.1K
New
$90.31 - $106.37 $2.26M - $2.67M
25.1K $25.1M
SO
Southern CO

Utilities
267K
+ 9665.01%
$81.5 - $94.15 $21.7M - $25.1M
269K $273M
PRU
Prudential Financial Inc

Financial Services
24.4K
New
$114.59 - $129.52 $2.8M - $3.17M
24.4K $24.4M
AGZ
Ishares Agency Bond ETF

ETFs
24K
New
$107.68 - $110.37 $2.58M - $2.65M
24K $24M
WSO
Watsco Inc

Industrials
23.9K
New
$466.57 - $568.78 $11.2M - $13.6M
23.9K $23.9M
PDD
Pinduoduo Inc.

Consumer Cyclical
23.9K
New
$94.39 - $154.27 $2.25M - $3.68M
23.9K $23.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
23.8K
New
$63.19 - $73.31 $1.5M - $1.74M
23.8K $23.8M
LNG
Cheniere Energy, Inc.

Energy
16.4K
New
$181.07 - $225.92 $2.96M - $3.7M
16.4K $23.6M
BE
Bloom Energy Corp

Industrials
22.3K
New
$9.04 - $27.45 $201K - $611K
22.3K $23.5M
DEUS
Xtrackers Russell Us Multifact

ETFs
795K
+ 5539.49%
$53.65 - $58.19 $42.6M - $46.3M
809K $809M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
21.4K
New
$46.31 - $51.02 $993K - $1.09M
21.4K $23.3M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
23.2K
New
N/A
23.2K $23.2M
ECL
Ecolab Inc.

Basic Materials
15.7K
New
$234.32 - $261.43 $3.69M - $4.11M
15.7K $22.5M
MLN
Vaneck Long Muni ETF

ETFs
25.1K
New
$17.61 - $18.29 $442K - $459K
25.1K $22.4M
NXPI
Nxp Semiconductors N.V.

Technology
22.1K
New
$207.27 - $255.58 $4.58M - $5.64M
22.1K $22.1M
NDSN
Nordson Corp

Industrials
21.8K
New
$208.83 - $264.36 $4.54M - $5.75M
21.8K $21.8M
MUB
Ishares National Muni Bond ETF

ETFs
21.7K
New
$105.78 - $108.7 $2.3M - $2.36M
21.7K $21.7M
KBH
Kb Home

Consumer Cyclical
21.7K
New
$65.58 - $85.3 $1.42M - $1.85M
21.7K $21.7M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21.7K
New
$5.34 - $5.65 $116K - $122K
21.7K $21.7M
SRE
Sempra Energy

Utilities
14.8K
New
$80.81 - $94.77 $1.2M - $1.4M
14.8K $21.6M
GTLS
Chart Industries Inc

Industrials
21.6K
New
$119.65 - $202.35 $2.58M - $4.36M
21.6K $21.6M
IBB
Ishares Biotechnology ETF

ETFs
10.4K
New
$131.21 - $148.85 $1.36M - $1.55M
10.4K $21.6M
CC
Chemours CO

Basic Materials
21.1K
New
$16.82 - $21.94 $355K - $464K
21.1K $21.1M
NRG
Nrg Energy, Inc.

Utilities
20.8K
New
$85.3 - $101.61 $1.78M - $2.12M
20.8K $20.8M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
20.8K
New
$3.86 - $4.04 $80.4K - $84.1K
20.8K $20.8M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
20.8K
New
$105.45 - $117.99 $2.19M - $2.45M
20.8K $20.8M
SE
Sea LTD

Consumer Cyclical
20.7K
New
$93.56 - $117.41 $1.94M - $2.43M
20.7K $20.7M
Aim ETF Products Trust
20.6K
New
N/A
20.6K $20.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20.1K
New
$396.64 - $516.74 $7.99M - $10.4M
20.1K $20.5M
Activity Summary
Buys All Purchases 811 New Holdings 569 Increased Positions 242 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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