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
COP
Conocophillips

Energy
-229
- 7.23%
$88.6 - $105.85 $20.3K - $24.2K
2.94K $309M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-1K
- 6.25%
$8.31 - $8.77 $8.31K - $8.77K
15K $129M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-3.02K
- 19.72%
$3.88 - $4.37 $11.7K - $13.2K
12.3K $53.8M
IEFA
Ishares Tr

ETFs
-722
- 7.36%
$69.57 - $78.65 $50.2K - $56.8K
9.09K $688M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55
- 0.95%
$126.11 - $135.06 $6.94K - $7.43K
5.75K $741M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-255
- 1.62%
$38.99 - $40.37 $9.94K - $10.3K
15.4K $622M
EFC
Ellington Financial Inc.

Real Estate
-1.2K
- 6.63%
$12.08 - $14.35 $14.5K - $17.2K
16.9K $224M
Global X Fds
-659
- 1.22%
N/A
53.6K $1.12B
LTC
Ltc Properties Inc

Real Estate
-14
- 0.07%
$33.46 - $36.14 $468 - $506
19K $675M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1
- 0.03%
$87.68 - $94.52 $87.7 - $94.5
3.45K $323M
AAXJ
Ishares Msci All Country Asia

ETFs
-186
- 0.95%
$69.59 - $77.09 $12.9K - $14.3K
19.5K $1.44B
KO
Coca Cola CO

Consumer Defensive
-80
- 2.28%
$60.81 - $72.32 $4.86K - $5.79K
3.43K $246M
ABBV
Abb Vie Inc.

Healthcare
-201
- 8.63%
$169.2 - $216.66 $34K - $43.5K
2.13K $446M
DE
Deere & CO

Industrials
-3
- 0.38%
$408.57 - $509.27 $1.23K - $1.53K
780 $366M
OUNZ
Van Eck Merk Gold Trust

ETFs
-948
- 6.49%
$25.41 - $30.14 $24.1K - $28.6K
13.7K $412M
EXC
Exelon Corp

Utilities
-52
- 0.96%
$37.3 - $46.08 $1.94K - $2.4K
5.36K $247M
TIP
Ishares Tr Tips Bd ETF

ETFs
-659
- 2.53%
$106.22 - $111.09 $70K - $73.2K
25.4K $2.82B
MO
Altria Group, Inc.

Consumer Defensive
-495
- 4.93%
$50.81 - $60.02 $25.2K - $29.7K
9.55K $573M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-91
- 4.19%
$442.66 - $534.52 $40.3K - $48.6K
2.08K $1.11B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-218
- 0.49%
$58.01 - $64.46 $12.6K - $14.1K
44.6K $2.77B
VEU
Vanguard Ftse All World Ex Us

ETFs
-135
- 0.29%
$56.51 - $62.98 $7.63K - $8.5K
46.1K $2.8B
EWG
Ishares Msci Germany ETF

ETFs
-763
- 2.3%
$31.57 - $39.31 $24.1K - $30K
32.4K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
-17
- 0.03%
$158.56 - $176.26 $2.7K - $3K
59K $10B
EWP
Ishares Inc Msci Spain ETF

ETFs
-235
- 0.75%
$30.96 - $38.87 $7.28K - $9.13K
31.1K $1.18B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-839
- 1.56%
$34.58 - $45.97 $29K - $38.6K
52.9K $2.43B
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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