Strategic Financial Concepts, LLC Reduced Holdings in Q1 2025

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-25.4K
- 37.29%
$95.85 - $99.25 $2.43M - $2.52M
42.7K $4.22B
SPYG
Spdr Portfolio

ETFs
-24.6K
- 73.5%
$80.05 - $92.39 $1.97M - $2.27M
8.88K $714M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-24.1K
- 70.24%
$78.0 - $84.37 $1.88M - $2.03M
10.2K $814M
NVDA
Nvidia Corp

Technology
-4.85K
- 8.86%
$106.98 - $149.43 $518K - $724K
49.9K $5.41B
AAPL
Apple Inc.

Technology
-571
- 1.08%
$209.68 - $247.1 $120K - $141K
52.3K $11.6B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-30.9K
- 29.39%
$50.39 - $50.66 $1.55M - $1.56M
74.1K $3.75B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.62K
- 10.43%
$468.34 - $539.52 $759K - $875K
13.9K $6.53B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64K
- 4.88%
$190.26 - $242.06 $312K - $397K
32K $6.09B
VEA
Vanguard Ftse Developed Market

ETFs
-36.9K
- 16.28%
$47.4 - $52.99 $1.75M - $1.96M
190K $9.64B
EFG
Msci Eafe Growth ETF

ETFs
-8.74K
- 43.74%
$96.1 - $106.37 $840K - $930K
11.2K $1.12B
JPEM
Jp Morgan Diversified Return

ETFs
-15K
- 37.08%
$50.81 - $54.04 $760K - $809K
25.4K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
-310
- 0.75%
$271.18 - $303.12 $84.1K - $94K
40.9K $11.2B
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.08K
- 22.7%
$210.19 - $243.33 $437K - $506K
7.08K $1.49B
VUG
Vanguard Growth ETF

ETFs
-109
- 0.8%
$369.1 - $427.61 $40.2K - $46.6K
13.5K $5.02B
SPMD
Spdr Portfolio

ETFs
-5.53K
- 9.68%
$50.21 - $57.73 $278K - $319K
51.7K $2.64B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-21.1K
- 15.13%
$33.84 - $37.77 $714K - $797K
118K $4.31B
ALL
Allstate Corp

Financial Services
-2.38K
- 35.25%
$180.99 - $210.18 $430K - $500K
4.37K $905M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.21K
- 1.43%
$64.88 - $72.1 $78.2K - $86.9K
83.3K $5.48B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.67K
- 61.9%
$49.22 - $51.73 $328K - $345K
4.11K $207M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.8K
- 0.79%
$21.23 - $23.75 $38.1K - $42.6K
226K $4.87B
GOOGL
Alphabet Inc.

Communication Services
-29
- 0.34%
$154.33 - $206.19 $4.48K - $5.98K
8.59K $1.33B
VV
Vanguard Large Cap ETF

ETFs
-662
- 6.71%
$253.32 - $282.66 $168K - $187K
9.21K $2.37B
XLE
Energy Sector Spdr

ETFs
-4.83K
- 23.35%
$85.7 - $93.96 $414K - $454K
15.9K $1.48B
VGT
Vanguard Information Technolog

ETFs
-195
- 9.34%
$542.38 - $646.34 $106K - $126K
1.89K $1.03B
AVGO
Broadcom Inc.

Technology
-716
- 31.84%
$167.43 - $244.7 $120K - $175K
1.53K $257M
META
Meta Platforms, Inc.

Communication Services
-403
- 18.81%
$576.36 - $736.67 $232K - $297K
1.74K $1B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.62K
- 32.89%
$107.24 - $116.37 $281K - $305K
5.34K $622M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-8.9K
- 52.32%
$25.83 - $27.09 $230K - $241K
8.11K $216M
MS
Morgan Stanley

Financial Services
-1.5K
- 32.47%
$111.68 - $141.08 $167K - $211K
3.12K $363M
AMD
Advanced Micro Devices Inc

Technology
-1.27K
- 34.86%
$96.63 - $129.55 $123K - $164K
2.37K $244M
XLK
Technology Sector Spdr

ETFs
-262
- 4.82%
$206.38 - $242.18 $54.1K - $63.5K
5.18K $1.07B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-8.41K
- 27.93%
$16.57 - $18.85 $139K - $159K
21.7K $361M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.12K
- 10.75%
$42.5 - $46.71 $218K - $239K
42.5K $1.92B
AGNC
Agnc Investment Corp.

Real Estate
-19.8K
- 31.37%
$9.12 - $10.54 $181K - $209K
43.3K $415M
IWM
Ishares Russell 2000 ETF

ETFs
-339
- 9.57%
$198.1 - $229.79 $67.2K - $77.9K
3.2K $639M
XLV
Select Sector Spdr Fund Health

ETFs
-1.37K
- 18.97%
$137.61 - $149.68 $188K - $205K
5.84K $853M
OKE
Oneok Inc

Energy
-1.2K
- 9.68%
$89.57 - $109.85 $108K - $132K
11.2K $1.12B
SPG
Simon Property Group Inc

Real Estate
-702
- 25.36%
$159.48 - $187.78 $112K - $132K
2.07K $343M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-736
- 3.76%
$51.45 - $58.51 $37.9K - $43.1K
18.8K $975M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.72K
- 5.6%
$71.17 - $73.66 $194K - $201K
45.9K $3.37B
PULS
Pgim ETF Tr

ETFs
-2.45K
- 36.26%
$49.56 - $49.78 $121K - $122K
4.3K $214M
HD
Home Depot, Inc.

Consumer Cyclical
-147
- 6.06%
$347.25 - $424.87 $51K - $62.5K
2.28K $835M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-10K
- 38.31%
$8.46 - $9.3 $84.6K - $93K
16.1K $136M
ENB
Enbridge Inc

Energy
-2.84K
- 28.1%
$41.54 - $45.45 $118K - $129K
7.26K $321M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-2.55K
- 3.42%
$7.39 - $9.09 $18.8K - $23.2K
72.1K $536M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.13K
- 14.05%
$37.07 - $40.63 $116K - $127K
19.2K $754M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-164
- 9.14%
$165.25 - $224.62 $27.1K - $36.8K
1.63K $271M
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.15%
$222.66 - $268.42 $2K - $2.42K
5.93K $1.38B
UNIT
Uniti Group Inc.

Real Estate
-72
- 0.04%
$4.75 - $5.98 $342 - $431
176K $889M
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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