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
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.88K
+ 18.47%
$41.26 - $44.98 $77.5K - $84.5K
12K $506M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
6.7K
+ 21.07%
$10.14 - $10.47 $67.9K - $70.1K
38.5K $390M
SPY
Spdr S&P 500 ETF Trust

ETFs
364
+ 6.81%
$551.42 - $612.93 $201K - $223K
5.71K $3.19B
VONE
Vanguard Russell 1000 ETF

ETFs
476
+ 9.9%
$250.16 - $278.79 $119K - $133K
5.28K $1.34B
Morgan Stanley ETF Trust
950
+ 9.63%
N/A
10.8K $548M
XLP
Consumer Staples Sector Spdr

ETFs
334
+ 3.6%
N/A
9.61K $785M
VCIT
Vanguard Intermediate Term Cor

ETFs
601
+ 18.64%
$79.17 - $82.04 $47.6K - $49.3K
3.83K $313M
SHEL
Shell PLC

Energy
32
+ 0.68%
$62.84 - $73.29 $2.01K - $2.35K
4.71K $345M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.62K
+ 7.59%
$28.55 - $29.09 $46.3K - $47.1K
23K $662M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
953
+ 9.21%
$54.25 - $57.64 $51.7K - $54.9K
11.3K $623M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.4K
+ 24.87%
$67.24 - $84.27 $94.3K - $118K
7.04K $480M
XLU
Utilities Sector Spdr

ETFs
288
+ 4.17%
$74.7 - $80.27 $21.5K - $23.1K
7.19K $567M
TDIV
First Trust Nasdaq Technology

ETFs
873
+ 19.73%
$73.39 - $83.95 $64.1K - $73.3K
5.3K $390M
VGSH
Vanguard

ETFs
684
+ 13.77%
$58.07 - $58.69 $39.7K - $40.1K
5.65K $332M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
365
+ 2.4%
$81.83 - $82.73 $29.9K - $30.2K
15.6K $1.29B
FDL
First Tr Morningstar Dividend

ETFs
96
+ 0.86%
$39.69 - $43.83 $3.81K - $4.21K
11.3K $489M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
920
+ 3.63%
$29.72 - $31.94 $27.3K - $29.4K
26.3K $811M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.48K
+ 11.66%
$21.73 - $23.02 $32.2K - $34.1K
14.2K $320M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
532
+ 13.64%
$61.9 - $66.89 $32.9K - $35.6K
4.43K $282M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
756
+ 5.71%
$25.81 - $28.52 $19.5K - $21.6K
14K $386M
Alps ETF Tr
1.16K
+ 14.75%
N/A
9.02K $233M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
335
+ 6.28%
N/A
5.67K $364M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
412
+ 5.93%
$49.67 - $51.43 $20.5K - $21.2K
7.36K $376M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 2.27%
$279.74 - $321.29 $5.59K - $6.43K
900 $281M
CGDV
Capital Group Divid Value ETF

ETFs
615
+ 8.41%
$34.95 - $37.36 $21.5K - $23K
7.92K $282M
JMEE
J P Morgan Exchange Traded Fd

ETFs
865
+ 15.57%
$54.51 - $63.63 $47.2K - $55K
6.42K $359M
SIVR
Abrdn Silver ETF Trust

ETFs
182
+ 2.41%
$28.07 - $32.82 $5.11K - $5.97K
7.74K $230M
DEUS
Xtrackers Russell Us Multifact

ETFs
386
+ 2.56%
$52.01 - $56.04 $20.1K - $21.6K
15.5K $829M
APG
A Pi Group Corp

Industrials
595
+ 9.4%
$35.67 - $40.88 $21.2K - $24.3K
6.92K $248M
FDM
First Trust Dow Jones Select M

ETFs
821
+ 15.3%
$61.73 - $71.81 $50.7K - $59K
6.19K $385M
NEE
Nextera Energy Inc

Utilities
297
+ 10.49%
$66.96 - $76.16 $19.9K - $22.6K
3.13K $222M
CRM
Salesforce, Inc.

Technology
217
+ 35.57%
$268.36 - $359.95 $58.2K - $78.1K
827 $222M
QCOM
Qualcomm Inc

Technology
117
+ 3.11%
$151.94 - $175.86 $17.8K - $20.6K
3.88K $596M
MU
Micron Technology Inc

Technology
88
+ 2.58%
$86.89 - $109.38 $7.65K - $9.63K
3.5K $304M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
70
+ 0.89%
$55.76 - $59.54 $3.9K - $4.17K
7.96K $463M
VOE
Vanguard Mid Cap Value Index F

ETFs
145
+ 2.56%
$156.61 - $168.02 $22.7K - $24.4K
5.82K $934M
PPA
Invesco Exchange Traded Fd Tr

ETFs
62
+ 1.27%
$113.59 - $123.29 $7.04K - $7.64K
4.94K $576M
IHDG
Wisdomtree Tr

ETFs
406
+ 1.78%
$43.4 - $47.51 $17.6K - $19.3K
23.2K $1.01B
HON
Honeywell International Inc

Industrials
146
+ 13.79%
$202.75 - $226.52 $29.6K - $33.1K
1.21K $255M
F
Ford Motor CO

Consumer Cyclical
1.25K
+ 5.83%
$9.12 - $10.43 $11.4K - $13.1K
22.8K $228M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
220
+ 3.69%
$42.4 - $44.11 $9.33K - $9.7K
6.19K $271M
JCPB
J P Morgan Exchange Traded Fd

ETFs
188
+ 3.88%
$45.56 - $47.23 $8.57K - $8.88K
5.04K $237M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.1%
$254.06 - $273.83 $254 - $274
982 $260M
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.58%
$123.61 - $133.01 $1.48K - $1.6K
2.09K $270M
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.44%
$206.54 - $226.16 $1.03K - $1.13K
1.14K $249M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.94K
+ 11.22%
$46.12 - $52.9 $89.6K - $103K
19.3K $895M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.08K
+ 1.13%
$17.53 - $17.87 $18.9K - $19.2K
96.2K $1.69B
FTLS
First Tr Long/Short Equity ETF

ETFs
233
+ 6.18%
$63.42 - $68.17 $14.8K - $15.9K
4.01K $257M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
175
+ 1.42%
$21.77 - $22.25 $3.81K - $3.89K
12.5K $279M
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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