Strategic Financial Concepts, LLC Incresed Positions in Q2 2025

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
842K
+ 9486.48%
$71.83 - $95.32 $60.5M - $80.3M
851K $81.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
965K
+ 3960.94%
$45.11 - $52.34 $43.5M - $50.5M
990K $51.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
591K
+ 498.97%
$32.66 - $40.75 $19.3M - $24.1M
709K $28.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
426K
+ 288.6%
$35.35 - $42.68 $15.1M - $18.2M
574K $24.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
340K
+ 1775.46%
$34.72 - $42.74 $11.8M - $14.5M
359K $15.4B
XLF
Financial Sector Spdr

ETFs
151K
+ 1081.05%
$43.92 - $52.37 $6.63M - $7.91M
165K $8.64B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
74.7K
+ 791.57%
$72.61 - $88.75 $5.42M - $6.63M
84.1K $7.47B
XLV
Select Sector Spdr Fund Health

ETFs
35.6K
+ 608.71%
$128.77 - $144.3 $4.58M - $5.13M
41.4K $5.58B
AVUS
American Centy ETF Tr Avantis

ETFs
16.2K
+ 6.53%
$81.38 - $100.82 $1.32M - $1.63M
264K $26.6B
IEFA
Ishares Tr

ETFs
36.7K
+ 404.15%
$67.83 - $84.09 $2.49M - $3.09M
45.8K $3.83B
AVDE
American Centy ETF Tr Avantis

ETFs
7.79K
+ 6.42%
$59.32 - $74.36 $462K - $579K
129K $9.55B
TFLR
T Rowe Price Exchange Traded F
24.3K
+ 103.77%
N/A
47.8K $2.46B
J P Morgan Exchange Traded F
14K
+ 33.8%
N/A
55.5K $3.48B
AVIG
American Centy ETF Tr Avantis

ETFs
21.7K
+ 10.67%
$40.41 - $41.62 $876K - $902K
225K $9.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.22K
+ 124.59%
$90.56 - $109.49 $744K - $900K
14.8K $1.62B
TBUX
T Rowe Price Exchange Traded F

ETFs
17.6K
+ 6.38%
$49.52 - $49.9 $873K - $880K
294K $14.6B
AVGE
American Centy ETF Tr Avantis
9.42K
+ 58.87%
N/A
25.4K $1.97B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
32.7K
+ 6.82%
$24.96 - $25.5 $817K - $835K
513K $13.1B
JGRO
J P Morgan Exchange Traded Fd
4.32K
+ 12.66%
N/A
38.4K $3.31B
AVEM
American Centy ETF Tr Avantis

ETFs
4.06K
+ 6.72%
$53.08 - $68.54 $216K - $278K
64.6K $4.42B
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.3K
+ 79.05%
$22.27 - $29.21 $453K - $594K
46.1K $1.35B
T Rowe Price ETF Inc
7.94K
+ 8.12%
N/A
106K $3.73B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.48K
+ 4.68%
$41.45 - $54.46 $103K - $135K
55.4K $2.9B
PM
Philip Morris International Inc.

Consumer Defensive
2.02K
+ 156.71%
$149.23 - $184.95 $301K - $374K
3.31K $603M
JPM
Jpmorgan Chase & CO

Financial Services
793
+ 33.74%
$210.28 - $289.91 $167K - $230K
3.14K $860M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.84K
+ 106.74%
N/A
5.49K $580M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.52K
+ 26.19%
$108.12 - $135.04 $164K - $205K
7.32K $988M
BA
Boeing CO

Industrials
1.05K
+ 80.71%
$136.59 - $217.51 $143K - $228K
2.35K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
755
+ 36.26%
$483.48 - $539.8 $365K - $408K
2.84K $1.38B
LLY
Eli Lilly & CO

Healthcare
388
+ 41.36%
$713.71 - $898.95 $277K - $349K
1.33K $1.03B
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.2K
+ 35.5%
$26.18 - $26.93 $215K - $221K
31.3K $835M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.55K
+ 13.74%
$50.08 - $63.14 $77.8K - $98.1K
12.9K $812M
VTV
Vanguard Value ETF

ETFs
533
+ 2.76%
$153.67 - $176.74 $81.9K - $94.2K
19.9K $3.51B
MMM
3 M CO

Industrials
1.07K
+ 73.39%
$126.09 - $154.15 $135K - $165K
2.54K $386M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.36K
+ 40.4%
$26.38 - $32.66 $88.6K - $110K
11.7K $381M
CSCO
Cisco Systems, Inc.

Technology
1.4K
+ 31.63%
$53.19 - $69.38 $74.3K - $96.9K
5.81K $403M
THYF
T Rowe Price Exchange Traded F
1.09K
+ 1.37%
N/A
80.5K $4.21B
CAT
Caterpillar Inc

Industrials
200
+ 28.21%
$273.94 - $388.21 $54.8K - $77.6K
909 $359M
PYPL
Pay Pal Holdings, Inc.

Financial Services
838
+ 14.22%
$57.41 - $74.81 $48.1K - $62.7K
6.73K $500M
JHMM
John Hancock Multifactor Mid C

ETFs
320
+ 1.61%
$50.32 - $61.13 $16.1K - $19.6K
20.2K $1.23B
RPV
Invesco Exchange Traded Fd Tr

ETFs
806
+ 6.85%
$81.66 - $93.76 $65.8K - $75.6K
12.6K $1.18B
Mach Natural Resources LP
6.49K
+ 52.67%
N/A
18.8K $271M
EXC
Exelon Corp

Utilities
2.14K
+ 39.95%
$42.2 - $47.37 $90.4K - $101K
7.5K $326M
ET
Energy Transfer LP

Energy
5.02K
+ 13.29%
$15.65 - $18.93 $78.5K - $95K
42.8K $775M
QUAL
Ishares Msci Usa Quality Facto

ETFs
229
+ 5.56%
$152.42 - $182.82 $34.9K - $41.9K
4.35K $777M
Ishares Tr
1.79K
+ 16.33%
N/A
12.8K $332M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
844
+ 22.45%
$48.22 - $60.41 $40.7K - $51K
4.6K $275M
FDM
First Trust Dow Jones Select M

ETFs
160
+ 2.59%
$55.48 - $71.63 $8.88K - $11.5K
6.35K $455M
AIQ
Global X Funds Global X Artifi

ETFs
409
+ 4.78%
$31.5 - $43.69 $12.9K - $17.9K
8.97K $379M
Activity Summary
Buys All Purchases 112 New Holdings 39 Increased Positions 73 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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