Strategic Financial Concepts, LLC Sells in Q3 2024

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-322K
- 92.68%
$18.12 - $18.92 $5.84M - $6.1M
25.5K $479M
BSCV
Invesco ETF Self Indexed Fd Tr
-322K
- 91.76%
$15.89 - $16.79 $5.11M - $5.4M
28.9K $482M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-352K
- 93.47%
$19.2 - $19.82 $6.76M - $6.97M
24.6K $485M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-323K
- 93.36%
N/A
23K $482M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-102K
- 87.86%
$8.62 - $9.28 $880K - $947K
14.1K $128M
BSCU
Invesco Exc Self Ind Tr

ETFs
-322K
- 91.69%
$16.19 - $17.05 $5.21M - $5.49M
29.2K $494M
Invesco Exch Trd Slf Idx Fd
-321K
- 93.52%
N/A
22.2K $480M
XLP
Consumer Staples Sector Spdr

ETFs
-294K
- 98.37%
$76.04 - $76.04 $22.3M - $22.3M
4.87K $404M
SHOP
Shopify Inc.

Technology
-172K
- 98.41%
$52.26 - $80.75 $8.97M - $13.9M
2.77K $222M
XLV
Select Sector Spdr Fund Health

ETFs
-497K
- 99.33%
$143.3 - $157.24 $71.2M - $78.1M
3.37K $518M
ABBV
Abb Vie Inc.

Healthcare
-278K
- 99.47%
$163.84 - $199.33 $45.6M - $55.4M
1.48K $293M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-321K
- 95.87%
$21.72 - $25.05 $6.98M - $8.05M
13.9K $339M
DIS
Walt Disney CO

Communication Services
-224K
- 99.06%
$85.6 - $98.61 $19.1M - $22.1M
2.12K $204M
JNJ
Johnson & Johnson

Healthcare
-326K
- 99.33%
$145.48 - $167.38 $47.5M - $54.6M
2.2K $356M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-146K
- 85.21%
$6.41 - $7.17 $934K - $1.04M
25.3K $181M
HON
Honeywell International Inc

Industrials
-154K
- 99.36%
$196.73 - $220.21 $30.2M - $33.8M
989 $204M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-237K
- 99.82%
$523.84 - $572.02 $124M - $136M
423 $241M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-186K
- 95.04%
$28.1 - $29.89 $5.22M - $5.56M
9.7K $290M
UNH
Unitedhealth Group Inc

Healthcare
-232K
- 99.81%
$488.01 - $604.18 $113M - $140M
437 $256M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-165K
- 91.68%
$11.81 - $12.92 $1.95M - $2.13M
15K $194M
ENB
Enbridge Inc

Energy
-259K
- 97.27%
$35.27 - $41.18 $9.13M - $10.7M
7.27K $295M
NVDA
Nvidia Corp

Technology
-2.01M
- 98.63%
$98.91 - $134.91 $199M - $272M
28K $3.4B
NVO
Novo Nordisk A S

Healthcare
-204K
- 99.18%
$119.07 - $145.42 $24.3M - $29.7M
1.7K $202M
LUMN
Lumen Technologies, Inc.

Communication Services
-78.5K
- 69.9%
$1.03 - $7.28 $80.8K - $571K
33.8K $240M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-195K
- 94.12%
$15.71 - $17.51 $3.07M - $3.42M
12.2K $212M
PDI
Pimco Dynamic Income Fund

Financial Services
-199K
- 95.03%
$18.7 - $20.25 $3.72M - $4.03M
10.4K $211M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
-192K
- 97.13%
$33.08 - $36.65 $6.35M - $7.04M
5.69K $208M
MELI
Mercadolibre Inc

Consumer Cyclical
-177K
- 99.94%
$1591.44 - $2140.1 $282M - $379M
107 $220M
VDE
Vanguard Energy ETF

ETFs
-226K
- 99.25%
$117.44 - $131.06 $26.6M - $29.7M
1.71K $209M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-151K
- 97.13%
$45.87 - $48.53 $6.92M - $7.32M
4.45K $215M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-215K
- 98.53%
$65.15 - $72.97 $14M - $15.7M
3.2K $234M
FSK
Fs Kkr Capital Corp

Financial Services
-279K
- 95.14%
$18.74 - $20.43 $5.23M - $5.7M
14.3K $281M
OEF
Ishares S&P 100 ETF

ETFs
-205K
- 99.62%
$266.03 - $266.03 $54.6M - $54.6M
792 $219M
CAT
Caterpillar Inc

Industrials
-200K
- 99.69%
$316.8 - $391.12 $63.4M - $78.2M
626 $245M
AVGO
Broadcom Inc.

Technology
-204K
- 99.23%
$136.27 - $1745.86 $27.9M - $357M
1.59K $275M
DFAT
Dimensional ETF Tr U S Target

ETFs
-225K
- 98.24%
$51.0 - $57.07 $11.5M - $12.8M
4.04K $225M
IWV
Ishares Russell 3000 ETF

ETFs
-221K
- 99.68%
$294.75 - $326.73 $65M - $72M
714 $233M
NFLX
Netflix Inc

Communication Services
-213K
- 99.84%
$598.55 - $722.26 $128M - $154M
338 $240M
EFC
Ellington Financial Inc.

Real Estate
-263K
- 93.14%
$11.87 - $13.38 $3.13M - $3.52M
19.4K $250M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-251K
- 98.82%
$76.38 - $78.87 $19.2M - $19.8M
3K $236M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-221K
- 88.71%
$8.4 - $9.19 $1.86M - $2.03M
28.1K $259M
MCD
Mcdonalds Corp

Consumer Cyclical
-207K
- 99.59%
$245.82 - $304.51 $50.8M - $63M
842 $257M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-173K
- 99.66%
$386.81 - $423.12 $66.9M - $73.2M
587 $249M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-227K
- 97.93%
$49.82 - $52.8 $11.3M - $12M
4.81K $253M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-249K
- 99.16%
$97.66 - $119.74 $24.3M - $29.8M
2.1K $235M
MGV
Vanguard Mega Cap Value

ETFs
-238K
- 99.19%
$118.0 - $128.28 $28.1M - $30.6M
1.95K $250M
DE
Deere & CO

Industrials
-249K
- 99.73%
$344.84 - $418.0 $86M - $104M
673 $281M
Ishares U S ETF Tr
-224K
- 96.03%
N/A
9.29K $249M
SO
Southern CO

Utilities
-229K
- 98.81%
$77.0 - $90.52 $17.7M - $20.8M
2.76K $249M
Activity Summary
Buys All Purchases 4 New Holdings 4 Increased Positions 0 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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