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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.8K
New
$52.0 - $55.66 $612K - $655K
11.8K $78.6M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
78.4K
New
$32.75 - $35.81 $2.57M - $2.81M
78.4K $78.4M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
63.4K
New
$20.68 - $23.73 $1.31M - $1.51M
63.4K $77.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
422K
+ 10066.91%
$94.43 - $105.47 $39.8M - $44.5M
426K $479M
Linde PLC
66.9K
New
N/A
66.9K $77.3M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
84K
+ 779.78%
$7.83 - $8.16 $658K - $686K
94.8K $164M
RYLD
Global X Fds Russell 2000 Cove

ETFs
76.8K
New
$15.97 - $16.79 $1.23M - $1.29M
76.8K $76.8M
PSA
Public Storage

Real Estate
54.2K
New
$289.33 - $360.21 $15.7M - $19.5M
54.2K $76.3M
OLED
Universal Display Corp Pa

Technology
76.1K
New
$146.2 - $213.81 $11.1M - $16.3M
76.1K $76.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
75.7K
New
$22.63 - $47.53 $1.71M - $3.6M
75.7K $75.7M
GILD
Gilead Sciences, Inc.

Healthcare
71.9K
New
$83.95 - $97.9 $6.03M - $7.04M
71.9K $75M
UNP
Union Pacific Corp

Industrials
73.4K
New
$223.15 - $249.32 $16.4M - $18.3M
73.4K $74.8M
VFH
Vanguard Financial ETF

ETFs
74.5K
New
$108.87 - $126.2 $8.11M - $9.4M
74.5K $74.5M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
65.9K
New
$46.92 - $51.34 $3.09M - $3.38M
65.9K $74.4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
74.3K
New
$146.47 - $191.01 $10.9M - $14.2M
74.3K $74.3M
Neos ETF Trust
45.5K
New
N/A
45.5K $74.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
74.3K
New
$23.25 - $23.37 $1.73M - $1.74M
74.3K $74.3M
Invesco Exch Trd Slf Idx Fd
74.1K
New
N/A
74.1K $74.1M
LMND
Lemonade, Inc.

Financial Services
73.9K
New
$15.65 - $51.81 $1.16M - $3.83M
73.9K $73.9M
FSK
Fs Kkr Capital Corp

Financial Services
289K
+ 2029.88%
$19.71 - $22.22 $5.7M - $6.43M
304K $355M
FDX
Fedex Corp

Industrials
46.6K
New
$260.5 - $305.15 $12.1M - $14.2M
46.6K $73.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
63.5K
New
$178.39 - $215.0 $11.3M - $13.7M
63.5K $73.3M
XLY
Select Sector Spdr Consumer Di

ETFs
73.1K
New
$194.8 - $239.43 $14.2M - $17.5M
73.1K $73.1M
PFL
Pimco Income Strategy Fund

Financial Services
72.9K
New
$8.27 - $8.77 $603K - $639K
72.9K $72.9M
PB
Prosperity Bancshares Inc

Financial Services
72.5K
New
$70.04 - $85.07 $5.08M - $6.17M
72.5K $72.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
70.8K
New
$30.04 - $32.01 $2.13M - $2.27M
70.8K $72.3M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
72.1K
New
$225.16 - $265.16 $16.2M - $19.1M
72.1K $72.1M
CMCSA
Comcast Corp

Communication Services
44.1K
New
$37.39 - $45.14 $1.65M - $1.99M
44.1K $71.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
46K
New
$40.15 - $42.9 $1.85M - $1.97M
46K $71.2M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
765K
+ 10066.1%
$89.9 - $100.66 $68.8M - $77M
773K $778M
JHMM
John Hancock Multifactor Mid C

ETFs
1.13M
+ 6330.7%
$59.61 - $64.8 $67.3M - $73.1M
1.15M $1.14B
OXY
Occidental Petroleum Corp

Energy
69.8K
New
$45.36 - $55.91 $3.16M - $3.9M
69.8K $70.2M
NKE
Nike, Inc.

Consumer Cyclical
57.4K
New
$73.36 - $89.13 $4.21M - $5.11M
57.4K $70.1M
IRBO
Ishares Robotics & Artificial

ETFs
30.2K
New
N/A
30.2K $69.9M
WMB
Williams Companies, Inc.

Energy
57K
New
$46.37 - $59.74 $2.64M - $3.41M
57K $69.3M
GD
General Dynamics Corp

Industrials
45.3K
New
$260.28 - $314.03 $11.8M - $14.2M
45.3K $69M
YPF
Ypf Sociedad Anonima

Energy
68.9K
New
$21.67 - $44.88 $1.49M - $3.09M
68.9K $68.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
68.8K
New
$25.79 - $80.4 $1.77M - $5.53M
68.8K $68.8M
HAL
Halliburton CO

Energy
26.8K
New
$25.77 - $31.99 $690K - $856K
26.8K $68.1M
ADBE
Adobe Inc.

Technology
56.1K
New
$437.39 - $552.96 $24.5M - $31M
56.1K $68M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
12.1K
New
$72.62 - $77.83 $879K - $942K
12.1K $67.8M
MDT
Medtronic PLC

Healthcare
55.6K
New
$79.61 - $92.24 $4.43M - $5.13M
55.6K $67.1M
IFRA
Ishares Tr

ETFs
47.9K
New
$45.94 - $51.71 $2.2M - $2.48M
47.9K $66.5M
BAR
Granite Shares Gold Trust

ETFs
66.3K
New
$25.3 - $27.51 $1.68M - $1.82M
66.3K $66.3M
PSLV
Sprott Physical Silver Trust

Financial Services
66.1K
New
$9.65 - $11.76 $638K - $777K
66.1K $66.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65.8K
New
$209.89 - $233.24 $13.8M - $15.4M
65.8K $65.8M
O
Realty Income Corp

Real Estate
12.5K
New
$51.76 - $64.71 $649K - $811K
12.5K $65.8M
SUN
Sunoco LP

Energy
65.6K
New
$50.8 - $56.82 $3.33M - $3.73M
65.6K $65.6M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
64.8K
New
$16.4 - $17.85 $1.06M - $1.16M
64.8K $64.8M
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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