Strategic Financial Concepts, LLC Purchases in Q1 2025

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
4.43K
New
N/A
4.43K $224M
WEC
Wec Energy Group, Inc.

Utilities
2.04K
New
$92.12 - $108.98 $188K - $222K
2.04K $222M
BA
Boeing CO

Industrials
1.3K
New
$148.15 - $186.25 $193K - $242K
1.3K $222M
OGE
Oge Energy Corp.

Utilities
4.82K
New
$39.76 - $46.32 $191K - $223K
4.82K $221M
SAN
Banco Santander, S.A.

Financial Services
32.8K
New
$4.46 - $7.14 $146K - $234K
32.8K $220M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.4K
New
$85.29 - $92.57 $205K - $222K
2.4K $219M
FDV
Federated Hermes ETF Tr U S St
7.64K
New
N/A
7.64K $215M
MMM
3 M CO

Industrials
1.46K
New
$129.7 - $155.12 $190K - $227K
1.46K $215M
VLO
Valero Energy Corp

Energy
1.61K
New
$121.76 - $142.99 $196K - $230K
1.61K $212M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.02K
New
$56.12 - $68.15 $170K - $206K
3.02K $205M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.76K
New
$47.66 - $57.45 $179K - $216K
3.76K $205M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
752
New
$233.07 - $290.7 $175K - $219K
752 $203M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.58K
+ 1.19%
$18.36 - $20.51 $29.1K - $32.5K
134K $2.66B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.94K
New
$50.72 - $50.92 $200K - $201K
3.94K $200M
FVD
First Tr Value Line Divid Inde

ETFs
3.4K
+ 12.24%
$42.61 - $45.51 $145K - $155K
31.1K $1.39B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.7K
+ 49.58%
$113.13 - $127.79 $192K - $217K
5.12K $579M
T
At&T Inc.

Communication Services
670
+ 2.01%
$21.56 - $28.28 $14.4K - $18.9K
33.9K $926M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.86K
+ 10.98%
$192.82 - $222.1 $937K - $1.08M
49.1K $9.49B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.47K
+ 31.03%
$25.69 - $26.89 $140K - $147K
23.1K $621M
JNJ
Johnson & Johnson

Healthcare
506
+ 14.59%
$142.06 - $167.7 $71.9K - $84.9K
3.97K $659M
AVGE
American Centy ETF Tr Avantis
2.42K
+ 17.83%
N/A
16K $1.14B
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.44K
+ 13.99%
$89.33 - $95.17 $129K - $137K
11.8K $1.09B
MNBD
Alps ETF Tr Intermediate Muni

ETFs
6K
+ 32.71%
$25.28 - $25.83 $152K - $155K
24.3K $619M
IAU
Ishares Gold Trust

ETFs
1.11K
+ 12.45%
$49.74 - $58.96 $55.3K - $65.6K
10K $592M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.48K
+ 13.16%
$56.44 - $64.13 $83.3K - $94.7K
12.7K $780M
TILL
Listed Fds Tr Teucrium Agric S

ETFs
5.92K
+ 36.1%
$18.38 - $20.1 $109K - $119K
22.3K $442M
REZ
Ishares Tr Residential And Mul

ETFs
730
+ 5.59%
$78.21 - $88.48 $57.1K - $64.6K
13.8K $1.19B
Invesco Exch Trd Slf Idx Fd
5.85K
+ 11.83%
N/A
55.3K $1.13B
DNN
Denison Mines Corp.

Energy
71.8K
New
$1.3 - $2.1 $93.3K - $151K
71.8K $131M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.99K
+ 14.27%
$99.5 - $110.97 $198K - $221K
16K $1.61B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.57K
+ 11.43%
$19.42 - $19.54 $128K - $128K
64.1K $1.25B
VZ
Verizon Communications Inc

Communication Services
1.33K
+ 10.62%
$37.81 - $46.49 $50.3K - $61.8K
13.9K $628M
V
Visa Inc.

Financial Services
1
+ 0.03%
$306.92 - $362.71 $307 - $363
3.4K $1.19B
FTGC
First Trust Global Tactical CO

ETFs
1.77K
+ 4.03%
$23.95 - $25.86 $42.5K - $45.8K
45.8K $1.17B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.56K
+ 9.8%
$19.43 - $19.62 $108K - $109K
62.3K $1.22B
UUUU
Energy Fuels Inc

Energy
20.2K
New
$3.73 - $5.88 $75.3K - $119K
20.2K $111M
YYY
Amplify ETF Tr High Income ETF

ETFs
9.75K
+ 42.58%
$11.38 - $12.01 $111K - $117K
32.7K $373M
QUAL
Ishares Msci Usa Quality Facto

ETFs
715
+ 21.0%
$168.16 - $186.21 $120K - $133K
4.12K $704M
SGOL
Abrdn Gold ETF Trust

ETFs
3.5K
+ 31.53%
$25.14 - $29.82 $88K - $104K
14.6K $370M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
641
+ 2.68%
$24.11 - $28.41 $15.5K - $18.2K
24.5K $657M
PFL
Pimco Income Strategy Fund

Financial Services
10K
New
$8.39 - $8.6 $83.9K - $86K
10K $86M
Invesco Exch Trd Slf Idx Fd
3.42K
+ 6.46%
N/A
56.3K $1.18B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.67K
+ 23.51%
$24.66 - $26.1 $90.4K - $95.7K
19.3K $481M
LLY
Eli Lilly & CO

Healthcare
39
+ 4.34%
$725.72 - $929.72 $28.3K - $36.3K
938 $774M
ABT
Abbott Laboratories

Healthcare
192
+ 6.88%
$111.1 - $140.22 $21.3K - $26.9K
2.98K $396M
PSR
Invesco Actively

ETFs
597
+ 5.54%
$86.57 - $95.84 $51.7K - $57.2K
11.4K $1.05B
GE
General Electric CO

Industrials
165
+ 12.08%
$168.59 - $212.13 $27.8K - $35K
1.53K $303M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.27K
+ 18.36%
$32.49 - $37.99 $106K - $124K
21K $705M
AEP
American Electric Power CO Inc

Utilities
129
+ 4.52%
$90.32 - $109.27 $11.7K - $14.1K
2.99K $326M
Activity Summary
Buys All Purchases 194 New Holdings 28 Increased Positions 166 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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