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
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.08%
$182.82 - $196.21 $366 - $392
2.47K $464M
LMT
Lockheed Martin Corp

Industrials
58
+ 12.11%
$423.19 - $506.29 $24.5K - $29.4K
537 $240M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 2.8%
$225.19 - $279.95 $14.4K - $17.9K
2.35K $554M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
98
+ 1.71%
$34.06 - $36.44 $3.34K - $3.57K
5.82K $206M
WEA
Western Asset Premier Bond Fund

Financial Services
49
+ 0.46%
$10.63 - $11.21 $521 - $549
10.7K $120M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
820
+ 9.52%
$80.73 - $94.96 $66.2K - $77.9K
9.44K $783M
SMB
Vaneck Short Muni ETF

ETFs
226
+ 1.57%
$17.08 - $17.25 $3.86K - $3.9K
14.6K $251M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8
+ 0.02%
$26.64 - $27.14 $213 - $217
44.2K $1.18B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.03%
$77.7 - $78.94 $77.7 - $78.9
3.75K $296M
JEPI
J P Morgan Exchange Traded Fd

ETFs
159
+ 0.7%
$56.17 - $59.71 $8.93K - $9.49K
22.8K $1.3B
Mach Natural Resources LP
948
+ 8.34%
N/A
12.3K $191M
OEF
Ishares S&P 100 ETF

ETFs
34
+ 4.29%
N/A
827 $224M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
180
+ 3.0%
$75.47 - $84.24 $13.6K - $15.2K
6.17K $476M
JHMM
John Hancock Multifactor Mid C

ETFs
708
+ 3.7%
$55.69 - $63.12 $39.4K - $44.7K
19.8K $1.14B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
57
+ 0.88%
$48.02 - $53.02 $2.74K - $3.02K
6.57K $325M
FFIN
First Financial Bankshares Inc

Financial Services
4
+ 0.0%
$34.78 - $38.52 $139 - $154
80.2K $2.88B
AIQ
Global X Funds Global X Artifi

ETFs
180
+ 2.15%
$36.38 - $42.77 $6.55K - $7.7K
8.56K $311M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6
+ 0.17%
$69.69 - $79.99 $418 - $480
3.47K $248M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 8.02%
$102.49 - $119.96 $50.2K - $58.8K
6.6K $690M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.13%
$120.24 - $134.3 $361 - $403
2.35K $286M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
91
+ 7.48%
$254.58 - $302.92 $23.2K - $27.6K
1.31K $334M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
83
+ 0.97%
$31.63 - $35.22 $2.63K - $2.92K
8.61K $275M
PFF
Ishares Trust Ishares Pfd And

ETFs
137
+ 0.4%
$30.73 - $32.26 $4.21K - $4.42K
34.6K $1.06B
CAT
Caterpillar Inc

Industrials
7
+ 1.0%
$326.75 - $407.63 $2.29K - $2.85K
709 $234M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
80
+ 2.1%
$77.67 - $90.15 $6.21K - $7.21K
3.89K $305M
SHOP
Shopify Inc.

Technology
17
+ 0.73%
$90.59 - $129.31 $1.54K - $2.2K
2.35K $225M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.27%
$307.43 - $357.48 $615 - $715
750 $232M
VBR
Vanguard Small Cap Value ETF

ETFs
192
+ 3.66%
$183.02 - $207.75 $35.1K - $39.9K
5.44K $1.01B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.25%
$522.96 - $601.18 $1.05K - $1.2K
804 $429M
STZ
Constellation Brands, Inc.

Consumer Defensive
62
+ 5.82%
$161.05 - $222.93 $9.99K - $13.8K
1.13K $207M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
399
+ 2.43%
$67.03 - $74.61 $26.7K - $29.8K
16.8K $1.15B
IWN
Ishares Russell2000 Val ETF

ETFs
189
+ 3.86%
$149.27 - $169.4 $28.2K - $32K
5.08K $767M
PYPL
Pay Pal Holdings, Inc.

Financial Services
934
+ 18.83%
$65.15 - $91.81 $60.9K - $85.8K
5.89K $385M
VOT
Vanguard Mid Cap Growth Index

ETFs
5
+ 0.07%
$237.72 - $276.98 $1.19K - $1.38K
7.34K $1.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
185
+ 0.72%
$24.91 - $29.02 $4.61K - $5.37K
25.7K $644M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.31%
$360.07 - $417.26 $2.16K - $2.5K
1.95K $702M
JGRO
J P Morgan Exchange Traded Fd
2.01K
+ 6.25%
N/A
34.1K $2.52B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.77K
+ 5.23%
$23.16 - $27.04 $134K - $156K
116K $2.72B
VB
Vanguard Small Cap ETF

ETFs
99
+ 0.99%
$217.89 - $252.64 $21.6K - $25K
10.1K $2.24B
GOOG
Alphabet Inc.

Communication Services
699
+ 8.75%
$156.06 - $207.71 $109K - $145K
8.69K $1.36B
MSFT
Microsoft Corp

Technology
335
+ 5.01%
$375.39 - $447.2 $126K - $150K
7.02K $2.63B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.21K
+ 6.66%
$40.03 - $46.81 $369K - $431K
148K $6.02B
TSLA
Tesla, Inc.

Consumer Cyclical
420
+ 1.92%
$222.15 - $428.22 $93.3K - $180K
22.3K $5.78B
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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email