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
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
104K
New
$44.9 - $57.64 $4.69M - $6.02M
104K $104M
HPQ
Hp Inc

Technology
19.6K
New
$32.46 - $39.3 $635K - $769K
19.6K $104M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
104K
New
$340.59 - $380.5 $35.4M - $39.6M
104K $104M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
104K
New
$101.77 - $113.02 $10.5M - $11.7M
104K $104M
FIS
Fidelity National Information Services, Inc.

Technology
103K
New
$80.14 - $90.95 $8.28M - $9.39M
103K $103M
Ge Vernova Inc
54.4K
New
N/A
54.4K $102M
VONV
Vanguard Russell 1000 Value Et

ETFs
102K
New
$80.87 - $87.69 $8.23M - $8.93M
102K $102M
ADP
Automatic Data Processing Inc

Industrials
91.3K
New
$280.08 - $307.97 $25.6M - $28.1M
91.3K $102M
PSX
Phillips 66

Energy
20.2K
New
$110.35 - $138.93 $2.23M - $2.81M
20.2K $101M
GOOD
Gladstone Commercial Corp

Real Estate
90.6K
New
$15.57 - $17.66 $1.41M - $1.6M
90.6K $100M
IYW
Ishares Dj Us Tech ETF

ETFs
95.7K
New
$148.14 - $166.23 $14.2M - $15.9M
95.7K $99.7M
Neos ETF Trust
99.5K
New
N/A
99.5K $99.5M
ASML
Asml Holding Nv

Technology
48.6K
New
$658.43 - $872.27 $32M - $42.4M
48.6K $99.1M
GS
Goldman Sachs Group Inc

Financial Services
39K
New
$486.1 - $608.57 $19M - $23.8M
39K $99.1M
MLM
Martin Marietta Materials Inc

Basic Materials
98.8K
New
$516.5 - $619.58 $51M - $61.2M
98.8K $98.8M
VTV
Vanguard Value ETF

ETFs
2.53M
+ 15337.43%
$168.32 - $181.87 $426M - $461M
2.55M $2.98B
FCX
Freeport Mcmoran Inc

Basic Materials
55.2K
New
$38.08 - $50.82 $2.1M - $2.8M
55.2K $98M
AI
C3.Ai, Inc.

Technology
58.5K
New
$22.6 - $42.94 $1.32M - $2.51M
58.5K $97.6M
FNDX
Schwab Fundamental U S Large C

ETFs
97.5K
New
$23.49 - $71.77 $2.29M - $7M
97.5K $97.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
331K
+ 6876.24%
$50.14 - $52.56 $16.6M - $17.4M
335K $349M
AVUV
American Centy ETF Tr Avantis

ETFs
60.3K
New
$94.37 - $106.41 $5.69M - $6.41M
60.3K $96.2M
EXPI
Exp World Holdings, Inc.

Real Estate
94.8K
New
$11.51 - $14.77 $1.09M - $1.4M
94.8K $94.8M
GOAU
ETF Ser Solutions Us Global Go
94.8K
New
N/A
94.8K $94.8M
CAH
Cardinal Health Inc

Healthcare
76.4K
New
$107.89 - $125.33 $8.25M - $9.58M
76.4K $93.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
718K
+ 12202.26%
$116.4 - $138.52 $83.6M - $99.5M
724K $783M
FANG
Diamondback Energy, Inc.

Energy
84.3K
New
$153.06 - $199.5 $12.9M - $16.8M
84.3K $92.1M
LDOS
Leidos Holdings, Inc.

Technology
87.2K
New
$143.17 - $201.39 $12.5M - $17.6M
87.2K $90.8M
HLN
Haleon PLC

Healthcare
88.8K
New
$9.23 - $10.71 $819K - $951K
88.8K $90.6M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
90.4K
New
$125.5 - $148.67 $11.3M - $13.4M
90.4K $90.4M
DX
Dynex Capital Inc

Real Estate
89.3K
New
$12.07 - $12.72 $1.08M - $1.14M
89.3K $89.3M
INTC
Intel Corp

Technology
39K
New
$19.07 - $26.23 $744K - $1.02M
39K $89M
GIS
General Mills Inc

Consumer Defensive
13.7K
New
$62.78 - $74.62 $859K - $1.02M
13.7K $88.9M
BLDR
Builders First Source, Inc.

Industrials
88.3K
New
$142.93 - $198.25 $12.6M - $17.5M
88.3K $88.3M
SLB
Schlumberger Limited

Energy
47.3K
New
$36.83 - $45.59 $1.74M - $2.16M
47.3K $87.7M
HRZN
Horizon Technology Finance Corp

Financial Services
87.7K
New
$8.57 - $10.68 $751K - $936K
87.7K $87.7M
BMY
Bristol Myers Squibb CO

Healthcare
77.4K
New
$51.92 - $59.94 $4.02M - $4.64M
77.4K $87M
NRZ
New Residential Investment Corp.

Real Estate
85.1K
New
N/A
85.1K $86.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.2K
New
$106.56 - $113.11 $1.62M - $1.72M
15.2K $86.2M
RDVY
First Trust Rising Dividend Ac

ETFs
36.3K
New
$58.65 - $64.37 $2.13M - $2.33M
36.3K $85.3M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
569K
+ 784.47%
$7.67 - $9.21 $4.36M - $5.24M
641K $641M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
448K
+ 1740.27%
$17.93 - $18.8 $8.04M - $8.43M
474K $549M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
400K
+ 3185.08%
$24.94 - $25.74 $9.99M - $10.3M
413K $398M
SCHG
Schwab Strategic Tr Us Large C

ETFs
673K
+ 11130.13%
$25.93 - $105.3 $17.4M - $70.8M
679K $712M
UBER
Uber Technologies, Inc

Technology
68.6K
New
$59.93 - $86.34 $4.11M - $5.92M
68.6K $81.6M
ETR
Entergy Corp

Utilities
57.9K
New
$73.19 - $156.4 $4.24M - $9.06M
57.9K $81.3M
MRK
Merck & Co., Inc.

Healthcare
30.1K
New
$96.31 - $114.76 $2.89M - $3.45M
30.1K $80.9M
FENY
Fidelity Covington Tr Msci Ene

ETFs
36.4K
New
$23.14 - $26.91 $842K - $979K
36.4K $80.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
47.2K
New
$125.36 - $147.37 $5.91M - $6.95M
47.2K $80.3M
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
79K
New
$21.4 - $24.47 $1.69M - $1.93M
79K $79M
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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