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
SPG
Simon Property Group Inc

Real Estate
474K
+ 17222.06%
$167.23 - $183.84 $79.2M - $87.1M
477K $477M
Pacer Fds Tr
11.8K
New
N/A
11.8K $11.8M
American Healthcare Reit Inc
11.7K
New
N/A
11.7K $11.7M
RGI
Invesco S&P 500 Equal Weight I

ETFs
11.5K
New
N/A
11.5K $11.5M
Sunrise Communications Ag
11.4K
New
N/A
11.4K $11.4M
SOUN
Soundhound Ai, Inc.

Technology
10.4K
New
$4.51 - $24.23 $47K - $252K
10.4K $11.4M
URA
Global X Uranium ETF

ETFs
11.3K
New
$26.78 - $33.46 $304K - $380K
11.3K $11.3M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
11.3K
New
$11.35 - $18.82 $128K - $212K
11.3K $11.3M
VTHR
Vanguard Russell 3000 ETF

ETFs
11.2K
New
$251.33 - $271.45 $2.82M - $3.05M
11.2K $11.2M
EBAY
Ebay Inc

Consumer Cyclical
11.2K
New
$57.51 - $67.17 $646K - $755K
11.2K $11.2M
ILMN
Illumina, Inc.

Healthcare
11K
New
$128.99 - $155.15 $1.41M - $1.7M
11K $11M
BIO
Bio Rad Laboratories, Inc.

Healthcare
10.8K
New
$313.15 - $374.28 $3.39M - $4.06M
10.8K $10.8M
FVRR
Fiverr International Ltd.

Communication Services
10.8K
New
$21.53 - $35.45 $233K - $384K
10.8K $10.8M
FFIN
First Financial Bankshares Inc

Financial Services
2.73M
+ 3508.25%
$35.49 - $43.05 $96.9M - $118M
2.81M $2.89B
FDVV
Fidelity High Dividend ETF

ETFs
10.2K
New
$49.66 - $52.63 $504K - $535K
10.2K $10.8M
GAB
Gabelli Equity Trust Inc

Financial Services
10.8K
New
$5.36 - $5.83 $57.7K - $62.7K
10.8K $10.8M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
10.7K
New
N/A
10.7K $10.7M
ACLS
Axcelis Technologies Inc

Technology
10.4K
New
$69.18 - $105.1 $720K - $1.09M
10.4K $10.4M
DFIV
Dimensional ETF Tr

ETFs
10.4K
New
$34.86 - $37.97 $361K - $393K
10.4K $10.4M
CRSP
Crispr Therapeutics Ag

Healthcare
10.4K
New
$38.65 - $55.15 $400K - $571K
10.4K $10.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
468K
+ 7913.23%
$78.43 - $87.17 $36.7M - $40.8M
474K $481M
Lazard Inc
10.3K
New
N/A
10.3K $10.3M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
10.2K
New
$89.88 - $101.38 $921K - $1.04M
10.2K $10.2M
MFA
Mfa Financial, Inc.

Real Estate
10.2K
New
$10.19 - $12.72 $104K - $130K
10.2K $10.2M
ZTS
Zoetis Inc.

Healthcare
10.1K
New
$162.24 - $194.42 $1.64M - $1.96M
10.1K $10.1M
Global X Fds
10K
New
N/A
10K $10M
MGV
Vanguard Mega Cap Value

ETFs
242K
+ 12397.79%
$124.06 - $133.48 $30M - $32.3M
244K $260M
CAT
Caterpillar Inc

Industrials
226K
+ 36168.53%
$360.37 - $416.88 $81.6M - $94.4M
227K $255M
OEF
Ishares S&P 100 ETF

ETFs
228K
+ 28806.06%
N/A
229K $229M
JCPB
J P Morgan Exchange Traded Fd

ETFs
221K
+ 4960.04%
$46.07 - $48.17 $10.2M - $10.6M
225K $223M
HTGC
Hercules Capital, Inc.

Financial Services
311K
+ 1909.0%
$18.53 - $20.22 $5.77M - $6.29M
327K $327M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
591K
+ 2872.55%
$28.6 - $29.27 $16.9M - $17.3M
612K $612M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
119K
+ 846.38%
$8.2 - $9.12 $979K - $1.09M
133K $133M
CSQ
Calamos Strategic Total Return Fund

Financial Services
205K
+ 1679.71%
$17.14 - $18.44 $3.51M - $3.78M
217K $217M
Ishares Tr
10.4K
New
N/A
10.4K $5.21M
Ea Series Trust
311K
+ 10928.0%
N/A
314K $314M
GNTY
Guaranty Bancshares Inc

Financial Services
496K
+ 3360.0%
$32.53 - $38.66 $16.1M - $19.2M
511K $511M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
80.7K
+ 747.11%
$8.36 - $8.71 $675K - $703K
91.5K $95.6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
276K
+ 7680.14%
$77.23 - $82.11 $21.3M - $22.7M
280K $283M
DFAT
Dimensional ETF Tr U S Target

ETFs
221K
+ 5465.99%
$54.54 - $61.04 $12M - $13.5M
225K $225M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
249K
+ 2125.19%
$22.21 - $24.22 $5.52M - $6.02M
260K $282M
MCD
Mcdonalds Corp

Consumer Cyclical
227K
+ 26948.93%
$288.47 - $316.54 $65.5M - $71.8M
228K $255M
RYT
Invesco S&P 500 Equal Weight T

ETFs
278K
+ 3644.69%
N/A
286K $286M
QCOM
Qualcomm Inc

Technology
538K
+ 15753.03%
$150.4 - $178.04 $80.9M - $95.8M
541K $578M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
176K
+ 1171.56%
$11.48 - $12.95 $2.02M - $2.28M
191K $191M
IWN
Ishares Russell2000 Val ETF

ETFs
796K
+ 16463.36%
$162.69 - $181.35 $129M - $144M
801K $803M
FDM
First Trust Dow Jones Select M

ETFs
360K
+ 6229.88%
$62.59 - $73.1 $22.5M - $26.3M
366K $366M
SCHP
Schwab Strategic Us Tips ETF

ETFs
444K
+ 5171.31%
$25.74 - $53.78 $11.4M - $23.9M
453K $455M
VDC
Vanguard Consumer Staples ETF

ETFs
238K
+ 21241.7%
$210.96 - $223.62 $50.2M - $53.2M
239K $239M
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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