Strategic Financial Concepts, LLC Incresed Positions in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
287K
+ 19587.86%
$161.05 - $179.7 $46.2M - $51.6M
289K $9.89B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.45M
+ 21084.0%
$174.22 - $187.62 $1.47B - $1.59B
8.49M $13B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.67M
+ 10269.37%
$96.64 - $101.23 $161M - $169M
1.69M $6.59B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
612K
+ 7199.31%
$50.37 - $50.6 $30.8M - $30.9M
620K $5.29B
AVUS
American Centy ETF Tr Avantis

ETFs
19.8M
+ 11619.26%
$94.36 - $102.06 $1.87B - $2.02B
20M $21B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
818K
+ 5007.33%
$66.77 - $71.52 $54.6M - $58.5M
834K $5.83B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.17M
+ 26756.29%
$198.04 - $221.51 $1.22B - $1.37B
6.2M $9.32B
AAPL
Apple Inc.

Technology
9.59M
+ 25285.21%
$221.69 - $259.02 $2.13B - $2.48B
9.63M $13.2B
IVV
Ishares Core S&P 500 ETF

ETFs
2.04M
+ 57207.13%
$570.51 - $610.59 $1.17B - $1.25B
2.05M $6.34B
NVDA
Nvidia Corp

Technology
4.31M
+ 15398.97%
$117.0 - $148.88 $504M - $641M
4.33M $7.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.99M
+ 62488.19%
$521.84 - $558.82 $5.22B - $5.58B
10M $12.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
802K
+ 2583.58%
$22.39 - $23.45 $17.9M - $18.8M
833K $4.36B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
541K
+ 1490.22%
$34.13 - $37.35 $18.5M - $20.2M
577K $4.76B
AMZN
Amazon Com Inc

Consumer Cyclical
5.08M
+ 23742.9%
$180.88 - $232.93 $919M - $1.18B
5.1M $7.38B
THYF
T Rowe Price Exchange Traded F
3.61M
+ 48957.45%
N/A
3.62M $3.62B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.93M
+ 8217.15%
$61.68 - $67.87 $366M - $402M
6M $7.59B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.79M
+ 12704.36%
$99.2 - $108.47 $376M - $411M
3.82M $6.14B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.3M
+ 3267.26%
$25.35 - $25.53 $287M - $289M
11.7M $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
8.64M
+ 36790.03%
$213.65 - $479.86 $1.85B - $4.14B
8.66M $8.84B
ILCG
Ishares Morningstar Growth ETF
829K
+ 8239.76%
N/A
839K $3.54B
SPMD
Spdr Portfolio

ETFs
282K
+ 3354.14%
$54.13 - $59.56 $15.3M - $16.8M
291K $3.13B
SPYG
Spdr Portfolio

ETFs
562K
+ 7779.39%
$81.74 - $91.38 $45.9M - $51.3M
569K $2.94B
TFLO
Ishares Treasury Floating Rate

ETFs
473K
+ 4069.92%
$50.37 - $50.63 $23.8M - $24M
485K $2.93B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.34M
+ 4986.79%
$44.33 - $49.55 $192M - $215M
4.42M $6.22B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.54M
+ 9346.22%
$26.93 - $84.95 $95.3M - $301M
3.58M $5.41B
TBUX
T Rowe Price Exchange Traded F

ETFs
13M
+ 5874.02%
$49.52 - $49.88 $644M - $648M
13.2M $13.2B
DGRO
Ishares Core Dividend Growth E

ETFs
1.31M
+ 5922.79%
$60.73 - $64.94 $79.7M - $85.2M
1.33M $3.56B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
652K
+ 3409.76%
$33.43 - $36.52 $21.8M - $23.8M
671K $2.72B
USFR
Wisdomtree Floating Rate Treas

ETFs
256K
+ 5778.89%
$50.23 - $50.46 $12.8M - $12.9M
260K $2.13B
IWY
Ishares Tr Russell 200 Growth

ETFs
578K
+ 45541.21%
$216.72 - $244.71 $125M - $141M
579K $2.15B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.09M
+ 7870.26%
$58.88 - $64.8 $64M - $70.4M
1.1M $2.64B
GLD
Spdr Gold Trust

ETFs
606K
+ 24600.85%
$236.59 - $257.5 $143M - $156M
609K $2.28B
JPEM
Jp Morgan Diversified Return

ETFs
462K
+ 5108.06%
$51.88 - $57.84 $23.9M - $26.7M
471K $2.09B
JGRO
J P Morgan Exchange Traded Fd
2.23M
+ 14999.4%
N/A
2.25M $2.6B
EFG
Msci Eafe Growth ETF

ETFs
438K
+ 9370.76%
$96.83 - $106.88 $42.4M - $46.8M
442K $1.94B
XOM
Exxon Mobil Corp

Energy
1.78M
+ 11131.04%
$105.51 - $125.37 $187M - $223M
1.79M $3.28B
VIG
Vanguard Dividend Appreciation

ETFs
11.3M
+ 21353.55%
N/A
11.4M $11.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.8M
+ 9287.82%
$71.75 - $75.11 $201M - $210M
2.83M $3.5B
XLE
Energy Sector Spdr

ETFs
791K
+ 11452.15%
$83.32 - $97.27 $65.9M - $77M
798K $1.77B
BBUS
J P Morgan Exchg Traded Fd

ETFs
373K
+ 12184.08%
$102.46 - $110.17 $38.2M - $41.1M
376K $1.48B
VEA
Vanguard Ftse Developed Market

ETFs
10.6M
+ 5780.91%
$47.57 - $52.44 $505M - $557M
10.8M $10.8B
AVMU
American Centy ETF Travantis C

ETFs
1.59M
+ 5638.87%
$45.75 - $46.94 $72.5M - $74.4M
1.61M $2.45B
HDV
Ishares Core High Dividend ETF

ETFs
338K
+ 10416.13%
$110.82 - $121.28 $37.5M - $41M
342K $1.5B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
429K
+ 4916.76%
N/A
438K $1.44B
AVDE
American Centy ETF Tr Avantis

ETFs
6.04M
+ 7432.54%
$60.9 - $66.69 $368M - $403M
6.12M $6.42B
AVIG
American Centy ETF Tr Avantis

ETFs
5.84M
+ 4688.36%
$40.48 - $42.48 $236M - $248M
5.96M $6.26B
VTI
Vanguard Total Stock Market Et

ETFs
10.7M
+ 27589.54%
$280.04 - $302.45 $3B - $3.24B
10.7M $11.9B
IWR
Ishares Russell Mid Cap ETF

ETFs
539K
+ 9889.58%
$87.25 - $95.52 $47.1M - $51.5M
545K $1.41B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
256K
+ 5027.13%
$40.26 - $42.88 $10.3M - $11M
261K $1.13B
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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