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
CGDV
Capital Group Divid Value ETF

ETFs
66K
New
$35.16 - $37.12 $2.32M - $2.45M
66K $258M
MGK
Vanguard Mega Cap Growth ETF

ETFs
241K
New
$316.94 - $357.88 $76.4M - $86.3M
241K $257M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
153K
New
$42.84 - $45.38 $6.54M - $6.93M
153K $256M
BP
Bp PLC

Energy
30.1K
New
$28.16 - $33.14 $849K - $999K
30.1K $253M
KGC
Kinross Gold Corp

Basic Materials
27K
New
$9.03 - $10.75 $243K - $290K
27K $250M
PAYC
Paycom Software, Inc.

Technology
209K
New
$159.94 - $240.25 $33.5M - $50.3M
209K $250M
FTLS
First Tr Long/Short Equity ETF

ETFs
97.7K
New
$63.1 - $67.29 $6.17M - $6.58M
97.7K $248M
MO
Altria Group, Inc.

Consumer Defensive
287K
+ 5280.01%
$49.06 - $57.74 $14.1M - $16.6M
292K $525M
AVGO
Broadcom Inc.

Technology
371K
+ 23301.26%
$159.67 - $250.0 $59.2M - $92.7M
373K $521M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
63.7K
New
$63.01 - $68.55 $4.01M - $4.36M
63.7K $247M
TMO
Thermo Fisher Scientific Inc.

Healthcare
246K
New
$501.29 - $612.85 $123M - $150M
246K $246M
SMB
Vaneck Short Muni ETF

ETFs
14.4K
New
$17.07 - $17.26 $246K - $248K
14.4K $246M
PLTR
Palantir Technologies Inc.

Technology
186K
New
$36.46 - $82.38 $6.78M - $15.3M
186K $245M
STZ
Constellation Brands, Inc.

Consumer Defensive
28.9K
New
$219.66 - $257.62 $6.34M - $7.44M
28.9K $236M
EPD
Enterprise Products Partners L.P.

Energy
666K
+ 3884.67%
$28.66 - $34.43 $19.1M - $22.9M
683K $734M
LMT
Lockheed Martin Corp

Industrials
159K
New
$479.66 - $614.62 $76.4M - $97.9M
159K $233M
XLI
Industrial Sector Spdr

ETFs
634K
+ 14726.32%
$131.76 - $143.99 $83.6M - $91.3M
639K $815M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
208K
New
$51.54 - $52.55 $10.7M - $10.9M
208K $232M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
325K
+ 2348.35%
$23.63 - $26.47 $7.69M - $8.61M
339K $568M
FDL
First Tr Morningstar Dividend

ETFs
229K
+ 4323.67%
$39.59 - $43.95 $9.05M - $10.1M
234K $450M
GE
General Electric CO

Industrials
125K
New
$159.95 - $194.23 $20M - $24.2M
125K $228M
IWF
Ishares Russell 1000 Gr ETF

ETFs
655K
+ 44227.87%
$370.24 - $418.94 $243M - $275M
657K $779M
LLY
Eli Lilly & CO

Healthcare
678K
+ 126531.53%
$727.2 - $932.06 $493M - $632M
679K $694M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
833K
+ 10847.86%
$108.28 - $117.54 $90.2M - $97.9M
841K $1.08B
KO
Coca Cola CO

Consumer Defensive
146K
New
$61.74 - $71.71 $9M - $10.5M
146K $219M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
73.8K
New
$201.32 - $217.44 $14.9M - $16M
73.8K $217M
VXF
Vanguard Extended Market ETF

ETFs
199K
New
$179.17 - $207.15 $35.7M - $41.3M
199K $217M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
377K
+ 89108.51%
$563.99 - $620.12 $213M - $234M
377K $457M
LNT
Alliant Energy Corp

Utilities
3.6K
New
$56.24 - $63.63 $203K - $229K
3.6K $213M
F
Ford Motor CO

Consumer Cyclical
95.7K
New
$9.69 - $11.4 $927K - $1.09M
95.7K $213M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
211K
New
$36.54 - $37.53 $7.7M - $7.91M
211K $211M
NTR
Nutrien Ltd.

Basic Materials
4.7K
New
$44.04 - $50.78 $207K - $239K
4.7K $210M
SIVR
Abrdn Silver ETF Trust

ETFs
7.55K
New
$27.61 - $33.22 $209K - $251K
7.55K $208M
FV
First Trust Dorsey Wright Focu

ETFs
23.5K
New
$57.47 - $62.82 $1.35M - $1.48M
23.5K $205M
CRM
Salesforce, Inc.

Technology
199K
New
$270.87 - $367.87 $54M - $73.4M
199K $204M
EXC
Exelon Corp

Utilities
197K
New
$36.22 - $40.97 $7.14M - $8.08M
197K $204M
NEE
Nextera Energy Inc

Utilities
60.6K
New
$69.77 - $85.43 $4.23M - $5.18M
60.6K $203M
KMI
Kinder Morgan, Inc.

Energy
198K
New
$22.59 - $28.54 $4.47M - $5.64M
198K $202M
Alps ETF Tr
201K
New
N/A
201K $201M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
103K
New
$238.25 - $261.28 $24.5M - $26.9M
103K $200M
OGE
Oge Energy Corp.

Utilities
199K
New
$39.65 - $44.08 $7.88M - $8.76M
199K $199M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
194K
New
$61.21 - $68.19 $11.9M - $13.2M
194K $194M
IXG
Ishares Global Fin'L ETF

ETFs
192K
New
$93.25 - $101.72 $17.9M - $19.5M
192K $192M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
835K
+ 48435.4%
$442.29 - $483.08 $369M - $403M
836K $985M
WEC
Wec Energy Group, Inc.

Utilities
134K
New
$92.94 - $101.82 $12.5M - $13.7M
134K $192M
RPV
Invesco Exchange Traded Fd Tr

ETFs
927K
+ 11145.41%
$87.41 - $97.21 $81.1M - $90.1M
936K $931M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
24K
New
$14.28 - $14.81 $342K - $355K
24K $191M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
189K
New
$19.62 - $21.98 $3.71M - $4.15M
189K $189M
MMM
3 M CO

Industrials
174K
New
$124.74 - $137.12 $21.7M - $23.9M
174K $186M
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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