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
LUV
Southwest Airlines CO

Industrials
18.1K
New
$28.99 - $34.84 $525K - $631K
18.1K $64.6M
CZA
Invesco Exchange Traded Fd Tr

ETFs
32K
New
$103.81 - $113.57 $3.32M - $3.63M
32K $64.5M
VBR
Vanguard Small Cap Value ETF

ETFs
1.03M
+ 21217.49%
$197.36 - $217.3 $203M - $224M
1.03M $1.04B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
64.3K
New
$22.72 - $23.0 $1.46M - $1.48M
64.3K $64.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.9K
New
$51.33 - $53.74 $1.23M - $1.29M
23.9K $63.2M
IBOC
International Bancshares Corp

Financial Services
63.2K
New
$57.25 - $75.11 $3.62M - $4.74M
63.2K $63.2M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
12.8K
New
$63.23 - $66.65 $807K - $851K
12.8K $62.7M
DVA
Davita Inc.

Healthcare
62.7K
New
$139.81 - $167.96 $8.76M - $10.5M
62.7K $62.7M
LHX
L3 Harris Technologies, Inc.

Industrials
48.6K
New
$208.94 - $264.22 $10.2M - $12.9M
48.6K $62.5M
EEM
Ishares Msci Emerging Markets

ETFs
46.6K
New
$41.82 - $47.36 $1.95M - $2.2M
46.6K $62.1M
SBUX
Starbucks Corp

Consumer Cyclical
61.1K
New
$87.44 - $102.5 $5.35M - $6.27M
61.1K $61.9M
UPS
United Parcel Service Inc

Industrials
42.5K
New
$122.65 - $138.35 $5.21M - $5.88M
42.5K $61.6M
AIG
American International Group, Inc.

Financial Services
59.2K
New
$70.0 - $79.22 $4.14M - $4.69M
59.2K $61.6M
VV
Vanguard Large Cap ETF

ETFs
2.65M
+ 26848.86%
$260.27 - $280.65 $690M - $744M
2.66M $2.66B
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.1K
New
$22.4 - $68.28 $1.37M - $4.17M
61.1K $61.1M
ELV
Elevance Health, Inc.

Healthcare
57.6K
New
$365.96 - $514.62 $21.1M - $29.6M
57.6K $59.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
22.8K
New
$58.39 - $67.04 $1.33M - $1.53M
22.8K $59.1M
AOA
Ishares Tr Core Aggressive All

ETFs
59K
New
$76.61 - $79.88 $4.52M - $4.71M
59K $59M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
280K
+ 13334.7%
$107.98 - $143.92 $30.2M - $40.3M
282K $294M
JNK
Spdr Bloomberg High Yield Bond

ETFs
42.4K
New
$94.77 - $97.36 $4.01M - $4.12M
42.4K $58.5M
Ishares Bitcoin Trust ETF
37.5K
New
N/A
37.5K $57.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
57K
New
$46.48 - $51.32 $2.65M - $2.93M
57K $57M
Super Micro Computer Inc
56.8K
New
N/A
56.8K $56.8M
Blackrock Inc
33.9K
New
N/A
33.9K $56.2M
B
Barnes Group Inc

Industrials
377K
+ 4626.0%
$38.58 - $47.26 $14.5M - $17.8M
385K $385M
ONON
On Holding Ag

Consumer Cyclical
54.8K
New
$46.3 - $59.54 $2.54M - $3.26M
54.8K $54.8M
EWM
Ishs Msci Malaysia ETF

ETFs
54.4K
New
$23.61 - $26.95 $1.28M - $1.46M
54.4K $54.4M
FAS
Direxion Daily Financial Bull

ETFs
54.4K
New
$126.08 - $182.0 $6.85M - $9.89M
54.4K $54.4M
CINF
Cincinnati Financial Corp

Financial Services
54.3K
New
$132.86 - $160.16 $7.22M - $8.7M
54.3K $54.3M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
54.3K
New
$44.2 - $49.46 $2.4M - $2.69M
54.3K $54.3M
IYE
Ishares Tr

ETFs
16.8K
New
$43.93 - $51.37 $738K - $863K
16.8K $54.3M
MSCI
Msci Inc.

Financial Services
53.4K
New
$569.09 - $635.99 $30.4M - $34M
53.4K $54M
SNPS
Synopsys Inc

Technology
52.4K
New
$485.36 - $588.0 $25.4M - $30.8M
52.4K $53.9M
PKG
Packaging Corp Of America

Consumer Cyclical
30.9K
New
$211.98 - $248.85 $6.56M - $7.7M
30.9K $53.4M
VT
Vanguard Total World Stk Index

ETFs
13.1K
New
$117.09 - $123.07 $1.54M - $1.62M
13.1K $52.9M
DWAC
Digital World Acquisition Corp.

Financial Services
21.4K
New
N/A
21.4K $52.3M
XLC
Select Sector Spdr Tr Communic

ETFs
43.4K
New
$89.66 - $102.16 $3.89M - $4.44M
43.4K $51.7M
DOW
Dow Inc.

Basic Materials
32K
New
$39.1 - $55.34 $1.25M - $1.77M
32K $51.5M
Aim ETF Products Trust
51.3K
New
N/A
51.3K $51.3M
DE
Deere & CO

Industrials
282K
+ 41841.9%
$389.45 - $466.0 $110M - $131M
282K $332M
IXJ
Ishares Global Healthcare ETF

ETFs
25.8K
New
$85.65 - $98.34 $2.21M - $2.54M
25.8K $51M
CGUS
Capital Group Core Equity ETF
51K
New
$33.96 - $36.24 $1.73M - $1.85M
51K $51M
XLG
Invesco Exchange Traded Fd Tr

ETFs
50.3K
New
$46.94 - $51.62 $2.36M - $2.6M
50.3K $50.3M
Morgan Stanley ETF Trust
435K
+ 5101.17%
N/A
444K $492M
HBAN
Huntington Bancshares Inc

Financial Services
22K
New
$14.18 - $18.2 $312K - $401K
22K $50M
UEC
Uranium Energy Corp

Energy
48.3K
New
$6.55 - $8.6 $316K - $415K
48.3K $48.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
48.1K
New
$57.78 - $60.4 $2.78M - $2.9M
48.1K $48.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
47.3K
New
$27.45 - $55.56 $1.3M - $2.63M
47.3K $47.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.48M
+ 2038.12%
$20.98 - $21.19 $31.1M - $31.4M
1.56M $1.58B
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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