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
AVEM
American Centy ETF Tr Avantis

ETFs
2.85M
+ 7223.2%
$58.59 - $66.14 $167M - $189M
2.89M $3.04B
XLV
Select Sector Spdr Fund Health

ETFs
641K
+ 19033.21%
$136.28 - $154.74 $87.3M - $99.1M
644K $992M
MNBD
Alps ETF Tr Intermediate Muni

ETFs
486K
New
$25.43 - $26.13 $12.4M - $12.7M
486K $468M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
38K
New
$26.08 - $27.65 $991K - $1.05M
38K $445M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
448K
New
$43.6 - $47.2 $19.5M - $21.2M
448K $445M
AVGE
American Centy ETF Tr Avantis
924K
+ 12632.24%
N/A
931K $983M
IAU
Ishares Gold Trust

ETFs
8.93K
New
$48.37 - $52.65 $432K - $470K
8.93K $442M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.73K
New
$70.54 - $79.61 $404K - $456K
5.73K $436M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
185K
New
$73.49 - $86.09 $13.6M - $15.9M
185K $434M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.5K
New
$50.62 - $50.97 $430K - $433K
8.5K $431M
MAIN
Main Street Capital Corp

Financial Services
44.8K
New
$49.95 - $58.58 $2.24M - $2.63M
44.8K $420M
HD
Home Depot, Inc.

Consumer Cyclical
479K
+ 37025.87%
$385.02 - $431.37 $185M - $207M
481K $943M
GOOGL
Alphabet Inc.

Communication Services
1.51M
+ 20604.93%
$161.86 - $196.66 $244M - $297M
1.52M $1.63B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
168K
New
$119.34 - $127.78 $20M - $21.5M
168K $409M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
215K
+ 8515.16%
$113.92 - $127.38 $24.5M - $27.4M
218K $704M
CGGR
Capital Group Growth ETF Shs C

ETFs
59.2K
New
$34.49 - $39.24 $2.04M - $2.32M
59.2K $405M
EOG
Eog Resources Inc

Energy
13.7K
New
$118.22 - $136.54 $1.62M - $1.87M
13.7K $400M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
554K
+ 5710.26%
$29.73 - $30.81 $16.5M - $17.1M
564K $676M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
386K
+ 13081.41%
$126.68 - $134.74 $48.9M - $52M
389K $740M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
207K
New
$172.07 - $207.36 $35.6M - $42.9M
207K $354M
XAR
Spdr S&P Aerospace & Defense E

ETFs
120K
New
$153.8 - $176.52 $18.5M - $21.3M
120K $353M
TDIV
First Trust Nasdaq Technology

ETFs
21.5K
New
$78.03 - $82.13 $1.68M - $1.77M
21.5K $347M
JMEE
J P Morgan Exchange Traded Fd

ETFs
137K
New
$60.1 - $66.4 $8.21M - $9.07M
137K $336M
PULS
Pgim ETF Tr

ETFs
91.5K
New
$49.51 - $49.79 $4.53M - $4.56M
91.5K $334M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
909K
+ 5118.56%
$51.09 - $55.27 $46.5M - $50.3M
927K $1.27B
JPM
Jpmorgan Chase & CO

Financial Services
168K
+ 16185.36%
$205.18 - $250.29 $34.5M - $42M
169K $548M
ROK
Rockwell Automation, Inc

Industrials
30.5K
New
$264.65 - $302.92 $8.07M - $9.23M
30.5K $328M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.81K
New
$81.6 - $90.89 $311K - $346K
3.81K $327M
XLP
Consumer Staples Sector Spdr

ETFs
426K
+ 8752.57%
N/A
431K $729M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
187K
New
$129.96 - $144.97 $24.2M - $27M
187K $324M
ABT
Abbott Laboratories

Healthcare
273K
New
$111.93 - $119.39 $30.6M - $32.6M
273K $316M
COP
Conocophillips

Energy
159K
New
$95.12 - $114.72 $15.1M - $18.2M
159K $314M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.53K
New
$47.26 - $48.18 $308K - $314K
6.53K $309M
IEFA
Ishares Tr

ETFs
326K
+ 6670.55%
$70.06 - $77.43 $22.8M - $25.2M
331K $690M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
190K
New
$88.59 - $94.57 $16.9M - $18M
190K $306M
TILL
Listed Fds Tr Teucrium Agric S

ETFs
177K
New
$18.27 - $20.9 $3.24M - $3.7M
177K $305M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.34K
New
$124.61 - $133.96 $292K - $314K
2.34K $302M
SHEL
Shell PLC

Energy
110K
New
$60.63 - $70.23 $6.65M - $7.71M
110K $293M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
292K
New
$77.86 - $79.27 $22.7M - $23.2M
292K $292M
VGSH
Vanguard

ETFs
279K
New
$58.02 - $58.88 $16.2M - $16.5M
279K $289M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
87.1K
New
$131.66 - $144.0 $11.5M - $12.5M
87.1K $285M
CSCO
Cisco Systems, Inc.

Technology
210K
New
$52.45 - $60.02 $11M - $12.6M
210K $282M
DFS
Discover Financial Services

Financial Services
226K
New
$136.3 - $182.67 $30.7M - $41.2M
226K $281M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
262K
New
$47.29 - $84.74 $12.4M - $22.2M
262K $280M
SGOL
Abrdn Gold ETF Trust

ETFs
25.5K
New
$24.46 - $26.62 $624K - $680K
25.5K $278M
BLOK
Amplify ETF Tr Trnsformational

ETFs
23.1K
New
$36.5 - $53.22 $843K - $1.23M
23.1K $268M
COST
Costco Wholesale Corp

Consumer Defensive
795K
+ 100422.35%
$873.59 - $994.69 $695M - $791M
796K $969M
AEP
American Electric Power CO Inc

Utilities
18.8K
New
$90.91 - $102.21 $1.71M - $1.92M
18.8K $263M
VCIT
Vanguard Intermediate Term Cor

ETFs
138K
New
$80.13 - $83.77 $11.1M - $11.6M
138K $259M
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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