Strategic Financial Concepts, LLC Incresed Positions in Q1 2025

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
47.3K
+ 28.98%
$91.45 - $91.75 $4.33M - $4.34M
210K $19.3B
AVIG
American Centy ETF Tr Avantis

ETFs
49K
+ 31.78%
$40.06 - $41.55 $1.96M - $2.04M
203K $8.41B
AVUS
American Centy ETF Tr Avantis

ETFs
30.7K
+ 14.17%
$90.7 - $101.57 $2.79M - $3.12M
248K $22.9B
AVDE
American Centy ETF Tr Avantis

ETFs
16.6K
+ 15.85%
$60.63 - $68.55 $1.01M - $1.14M
121K $8.03B
IBM
International Business Machines Corp

Technology
5.63K
+ 150.47%
$217.4 - $264.74 $1.22M - $1.49M
9.38K $2.33B
DGRO
Ishares Core Dividend Growth E

ETFs
21.1K
+ 36.33%
$60.46 - $64.42 $1.27M - $1.36M
79.1K $4.89B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.37K
+ 11.32%
$169.43 - $182.84 $1.42M - $1.53M
82.3K $14.3B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10K
+ 16.24%
$97.38 - $104.52 $975K - $1.05M
71.6K $7.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.2K
+ 31.1%
$100.34 - $100.68 $1.12M - $1.12M
47K $4.73B
TFLR
T Rowe Price Exchange Traded F
17.8K
+ 316.64%
N/A
23.4K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
1.92K
+ 17.8%
$554.06 - $615.85 $1.06M - $1.18M
12.7K $7.13B
USFR
Wisdomtree Floating Rate Treas

ETFs
14.6K
+ 34.56%
$50.29 - $50.5 $734K - $737K
56.8K $2.86B
AVEM
American Centy ETF Tr Avantis

ETFs
8.83K
+ 17.1%
$57.11 - $62.4 $504K - $551K
60.5K $3.64B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.7K
+ 4.74%
$25.44 - $25.58 $553K - $556K
480K $12.3B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
33.2K
+ 144.13%
$15.0 - $15.91 $497K - $528K
56.2K $875M
GLD
Spdr Gold Trust

ETFs
247
+ 2.62%
$243.19 - $288.14 $60.1K - $71.2K
9.67K $2.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 9.2%
$507.05 - $563.67 $1.05M - $1.17M
24.6K $12.6B
TFLO
Ishares Treasury Floating Rate

ETFs
9.68K
+ 16.65%
$50.48 - $50.68 $488K - $490K
67.8K $3.43B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.8K
+ 13.82%
$57.21 - $65.8 $964K - $1.11M
139K $8.09B
TBUX
T Rowe Price Exchange Traded F

ETFs
9.57K
+ 3.59%
$49.57 - $49.82 $475K - $477K
276K $13.7B
THYF
T Rowe Price Exchange Traded F
9.92K
+ 14.28%
N/A
79.4K $4.08B
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.9K
+ 11.47%
$28.92 - $29.24 $401K - $406K
135K $3.94B
BSCU
Invesco Exc Self Ind Tr

ETFs
22.5K
+ 32.71%
$16.2 - $16.64 $364K - $374K
91.1K $1.51B
J P Morgan Exchange Traded F
7.42K
+ 21.8%
N/A
41.5K $2.47B
VTV
Vanguard Value ETF

ETFs
1.74K
+ 9.88%
$167.73 - $179.21 $292K - $312K
19.3K $3.34B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.9K
+ 24.45%
$20.64 - $20.73 $349K - $351K
86.1K $1.78B
XOM
Exxon Mobil Corp

Energy
11
+ 0.04%
$105.44 - $118.93 $1.16K - $1.31K
30.5K $3.62B
CVX
Chevron Corp

Energy
1.24K
+ 23.09%
$146.71 - $167.97 $181K - $208K
6.59K $1.1B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.9K
+ 27.37%
$18.18 - $18.58 $307K - $314K
78.6K $1.46B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
15.1K
+ 27.52%
N/A
70.1K $1.43B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.6K
+ 28.36%
$20.05 - $20.4 $292K - $297K
65.9K $1.34B
BSCV
Invesco ETF Self Indexed Fd Tr
16.4K
+ 23.73%
$15.87 - $16.38 $260K - $269K
85.5K $1.39B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.03K
+ 2.54%
$27.01 - $28.54 $136K - $144K
203K $5.68B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
100
+ 0.12%
$33.63 - $37.64 $3.36K - $3.76K
80.8K $2.99B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.28K
+ 41.84%
$29.34 - $31.31 $272K - $291K
31.5K $934M
VIG
Vanguard Dividend Appreciation

ETFs
1.85K
+ 3.05%
N/A
62.3K $12.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.1K
+ 5.31%
$22.25 - $23.0 $224K - $232K
200K $4.59B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.69K
+ 70.46%
$33.98 - $39.84 $261K - $306K
18.6K $637M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.58K
+ 1.19%
$18.36 - $20.51 $29.1K - $32.5K
134K $2.66B
FVD
First Tr Value Line Divid Inde

ETFs
3.4K
+ 12.24%
$42.61 - $45.51 $145K - $155K
31.1K $1.39B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.7K
+ 49.58%
$113.13 - $127.79 $192K - $217K
5.12K $579M
T
At&T Inc.

Communication Services
670
+ 2.01%
$21.56 - $28.28 $14.4K - $18.9K
33.9K $926M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.86K
+ 10.98%
$192.82 - $222.1 $937K - $1.08M
49.1K $9.49B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.47K
+ 31.03%
$25.69 - $26.89 $140K - $147K
23.1K $621M
JNJ
Johnson & Johnson

Healthcare
506
+ 14.59%
$142.06 - $167.7 $71.9K - $84.9K
3.97K $659M
AVGE
American Centy ETF Tr Avantis
2.42K
+ 17.83%
N/A
16K $1.14B
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.44K
+ 13.99%
$89.33 - $95.17 $129K - $137K
11.8K $1.09B
MNBD
Alps ETF Tr Intermediate Muni

ETFs
6K
+ 32.71%
$25.28 - $25.83 $152K - $155K
24.3K $619M
IAU
Ishares Gold Trust

ETFs
1.11K
+ 12.45%
$49.74 - $58.96 $55.3K - $65.6K
10K $592M
Activity Summary
Buys All Purchases 194 New Holdings 28 Increased Positions 166 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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