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
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.48K
+ 13.16%
$56.44 - $64.13 $83.3K - $94.7K
12.7K $780M
TILL
Listed Fds Tr Teucrium Agric S

ETFs
5.92K
+ 36.1%
$18.38 - $20.1 $109K - $119K
22.3K $442M
REZ
Ishares Tr Residential And Mul

ETFs
730
+ 5.59%
$78.21 - $88.48 $57.1K - $64.6K
13.8K $1.19B
Invesco Exch Trd Slf Idx Fd
5.85K
+ 11.83%
N/A
55.3K $1.13B
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.99K
+ 14.27%
$99.5 - $110.97 $198K - $221K
16K $1.61B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.57K
+ 11.43%
$19.42 - $19.54 $128K - $128K
64.1K $1.25B
VZ
Verizon Communications Inc

Communication Services
1.33K
+ 10.62%
$37.81 - $46.49 $50.3K - $61.8K
13.9K $628M
V
Visa Inc.

Financial Services
1
+ 0.03%
$306.92 - $362.71 $307 - $363
3.4K $1.19B
FTGC
First Trust Global Tactical CO

ETFs
1.77K
+ 4.03%
$23.95 - $25.86 $42.5K - $45.8K
45.8K $1.17B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.56K
+ 9.8%
$19.43 - $19.62 $108K - $109K
62.3K $1.22B
QUAL
Ishares Msci Usa Quality Facto

ETFs
715
+ 21.0%
$168.16 - $186.21 $120K - $133K
4.12K $704M
SGOL
Abrdn Gold ETF Trust

ETFs
3.5K
+ 31.53%
$25.14 - $29.82 $88K - $104K
14.6K $370M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
641
+ 2.68%
$24.11 - $28.41 $15.5K - $18.2K
24.5K $657M
Invesco Exch Trd Slf Idx Fd
3.42K
+ 6.46%
N/A
56.3K $1.18B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.67K
+ 23.51%
$24.66 - $26.1 $90.4K - $95.7K
19.3K $481M
LLY
Eli Lilly & CO

Healthcare
39
+ 4.34%
$725.72 - $929.72 $28.3K - $36.3K
938 $774M
ABT
Abbott Laboratories

Healthcare
192
+ 6.88%
$111.1 - $140.22 $21.3K - $26.9K
2.98K $396M
PSR
Invesco Actively

ETFs
597
+ 5.54%
$86.57 - $95.84 $51.7K - $57.2K
11.4K $1.05B
GE
General Electric CO

Industrials
165
+ 12.08%
$168.59 - $212.13 $27.8K - $35K
1.53K $303M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.27K
+ 18.36%
$32.49 - $37.99 $106K - $124K
21K $705M
AEP
American Electric Power CO Inc

Utilities
129
+ 4.52%
$90.32 - $109.27 $11.7K - $14.1K
2.99K $326M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.88K
+ 18.47%
$41.26 - $44.98 $77.5K - $84.5K
12K $506M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
6.7K
+ 21.07%
$10.14 - $10.47 $67.9K - $70.1K
38.5K $390M
SPY
Spdr S&P 500 ETF Trust

ETFs
364
+ 6.81%
$551.42 - $612.93 $201K - $223K
5.71K $3.19B
VONE
Vanguard Russell 1000 ETF

ETFs
476
+ 9.9%
$250.16 - $278.79 $119K - $133K
5.28K $1.34B
Morgan Stanley ETF Trust
950
+ 9.63%
N/A
10.8K $548M
XLP
Consumer Staples Sector Spdr

ETFs
334
+ 3.6%
N/A
9.61K $785M
VCIT
Vanguard Intermediate Term Cor

ETFs
601
+ 18.64%
$79.17 - $82.04 $47.6K - $49.3K
3.83K $313M
SHEL
Shell PLC

Energy
32
+ 0.68%
$62.84 - $73.29 $2.01K - $2.35K
4.71K $345M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.62K
+ 7.59%
$28.55 - $29.09 $46.3K - $47.1K
23K $662M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
953
+ 9.21%
$54.25 - $57.64 $51.7K - $54.9K
11.3K $623M
T Rowe Price ETF Inc
4.29K
+ 4.59%
N/A
97.7K $3.15B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.4K
+ 24.87%
$67.24 - $84.27 $94.3K - $118K
7.04K $480M
XLU
Utilities Sector Spdr

ETFs
288
+ 4.17%
$74.7 - $80.27 $21.5K - $23.1K
7.19K $567M
TDIV
First Trust Nasdaq Technology

ETFs
873
+ 19.73%
$73.39 - $83.95 $64.1K - $73.3K
5.3K $390M
VGSH
Vanguard

ETFs
684
+ 13.77%
$58.07 - $58.69 $39.7K - $40.1K
5.65K $332M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
365
+ 2.4%
$81.83 - $82.73 $29.9K - $30.2K
15.6K $1.29B
FDL
First Tr Morningstar Dividend

ETFs
96
+ 0.86%
$39.69 - $43.83 $3.81K - $4.21K
11.3K $489M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
920
+ 3.63%
$29.72 - $31.94 $27.3K - $29.4K
26.3K $811M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.48K
+ 11.66%
$21.73 - $23.02 $32.2K - $34.1K
14.2K $320M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
532
+ 13.64%
$61.9 - $66.89 $32.9K - $35.6K
4.43K $282M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
756
+ 5.71%
$25.81 - $28.52 $19.5K - $21.6K
14K $386M
Alps ETF Tr
1.16K
+ 14.75%
N/A
9.02K $233M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
335
+ 6.28%
N/A
5.67K $364M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
412
+ 5.93%
$49.67 - $51.43 $20.5K - $21.2K
7.36K $376M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 2.27%
$279.74 - $321.29 $5.59K - $6.43K
900 $281M
CGDV
Capital Group Divid Value ETF

ETFs
615
+ 8.41%
$34.95 - $37.36 $21.5K - $23K
7.92K $282M
JMEE
J P Morgan Exchange Traded Fd

ETFs
865
+ 15.57%
$54.51 - $63.63 $47.2K - $55K
6.42K $359M
SIVR
Abrdn Silver ETF Trust

ETFs
182
+ 2.41%
$28.07 - $32.82 $5.11K - $5.97K
7.74K $230M
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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