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
VDC
Vanguard Consumer Staples ETF

ETFs
-233K
- 99.52%
$201.77 - $221.32 $47M - $51.6M
1.12K $245M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-246K
- 95.47%
$22.25 - $24.44 $5.48M - $6.02M
11.7K $283M
THW
Tekla World Healthcare Fund

Financial Services
-244K
- 92.23%
$12.66 - $13.37 $3.09M - $3.27M
20.6K $273M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-239K
- 92.68%
$13.24 - $14.64 $3.16M - $3.5M
18.9K $276M
YYY
Amplify ETF Tr High Income ETF

ETFs
-236K
- 91.15%
$11.48 - $12.36 $2.71M - $2.92M
22.9K $282M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-238K
- 89.49%
$9.82 - $10.46 $2.33M - $2.49M
27.9K $289M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-306K
- 93.88%
$14.94 - $15.76 $4.57M - $4.82M
20K $315M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-261K
- 95.48%
$21.7 - $22.6 $5.66M - $5.89M
12.4K $278M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-240K
- 96.38%
$27.15 - $30.78 $6.52M - $7.39M
9.02K $274M
AIQ
Global X Funds Global X Artifi

ETFs
-294K
- 97.51%
$31.85 - $37.36 $9.38M - $11M
7.53K $280M
VHT
Vanguard Health Care ETF

ETFs
-40.4K
- 97.63%
$261.88 - $288.1 $10.6M - $11.7M
980 $277M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-258K
- 97.12%
N/A
7.63K $288M
ACN
Accenture PLC

Technology
-91.4K
- 99.14%
$295.44 - $355.81 $27M - $32.5M
795 $281M
TTD
Trade Desk, Inc.

Technology
-281K
- 98.89%
$83.08 - $110.79 $23.3M - $31.1M
3.16K $346M
VO
Vanguard Mid Cap ETF

ETFs
-231K
- 99.53%
$237.84 - $263.83 $55M - $61.1M
1.1K $290M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-286K
- 97.04%
$30.61 - $34.92 $8.75M - $9.99M
8.71K $300M
ISRG
Intuitive Surgical Inc

Healthcare
-266K
- 99.77%
$416.14 - $494.01 $110M - $131M
615 $302M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-253K
- 95.27%
$23.78 - $25.04 $6.02M - $6.33M
12.6K $315M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-475K
- 94.85%
$16.42 - $18.12 $7.8M - $8.6M
25.8K $465M
HTGC
Hercules Capital, Inc.

Financial Services
-337K
- 95.39%
$17.71 - $21.67 $5.97M - $7.3M
16.3K $320M
Ea Series Trust
-585K
- 99.51%
N/A
2.85K $310M
XLU
Utilities Sector Spdr

ETFs
-306K
- 98.44%
$67.67 - $80.78 $20.7M - $24.8M
4.85K $392M
AVMU
American Centy ETF Travantis C

ETFs
-1.3M
- 97.88%
$46.01 - $46.95 $59.6M - $60.8M
28.1K $1.32B
VNQ
Vanguard Specialized Funds Van

ETFs
-457K
- 99.2%
$82.97 - $98.97 $37.9M - $45.3M
3.68K $359M
TFLR
T Rowe Price Exchange Traded F
-242K
- 97.48%
N/A
6.25K $323M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-323K
- 97.99%
$46.17 - $51.13 $14.9M - $16.5M
6.63K $339M
B
Barnes Group Inc

Industrials
-318K
- 97.5%
$34.65 - $44.88 $11M - $14.3M
8.14K $329M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-849K
- 97.95%
$48.51 - $52.86 $41.2M - $44.9M
17.8K $939M
APG
A Pi Group Corp

Industrials
-382K
- 97.31%
$32.29 - $38.37 $12.3M - $14.7M
10.5K $348M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-322K
- 98.37%
$62.4 - $62.4 $20.1M - $20.1M
5.34K $354M
MU
Micron Technology Inc

Technology
-263K
- 98.72%
$86.27 - $136.82 $22.7M - $36M
3.41K $354M
BNDX
Vanguard Total International B

ETFs
-313K
- 97.74%
$48.42 - $50.35 $15.2M - $15.8M
7.26K $365M
FDM
First Trust Dow Jones Select M

ETFs
-382K
- 98.51%
$58.44 - $67.29 $22.3M - $25.7M
5.78K $370M
IVW
Ishares S&P 500 Growth ETF

ETFs
-347K
- 98.81%
$84.77 - $97.13 $29.4M - $33.7M
4.19K $401M
AMD
Advanced Micro Devices Inc

Technology
-217K
- 98.88%
$128.67 - $183.96 $28M - $40M
2.46K $404M
THYF
T Rowe Price Exchange Traded F
-12.3K
- 62.6%
N/A
7.38K $388M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-350K
- 96.15%
$25.45 - $29.53 $8.9M - $10.3M
14K $408M
IWD
Ishares Russell 1000 Val ETF

ETFs
-413K
- 99.45%
$173.36 - $189.8 $71.5M - $78.3M
2.27K $431M
EPD
Enterprise Products Partners L.P.

Energy
-500K
- 96.69%
$27.88 - $30.0 $13.9M - $15M
17.1K $499M
Morgan Stanley ETF Trust
-400K
- 97.91%
N/A
8.53K $442M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-456K
- 99.68%
$332.02 - $382.76 $151M - $174M
1.48K $556M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-773K
- 99.8%
$256.4 - $289.78 $198M - $224M
1.55K $440M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-621K
- 99.56%
$162.64 - $179.3 $101M - $111M
2.77K $496M
LLY
Eli Lilly & CO

Healthcare
-415K
- 99.87%
$772.14 - $960.02 $320M - $398M
536 $475M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-462K
- 98.34%
$52.25 - $58.97 $24.1M - $27.3M
7.78K $459M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-409K
- 97.94%
$51.58 - $53.79 $21.1M - $22M
8.59K $460M
VBK
Vanguard Small Cap Growth ETF

ETFs
-314K
- 99.46%
$240.48 - $267.94 $75.4M - $84M
1.71K $456M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-464K
- 98.74%
$71.9 - $79.86 $33.3M - $37M
5.92K $470M
SPG
Simon Property Group Inc

Real Estate
-421K
- 99.35%
$146.09 - $170.11 $61.6M - $71.7M
2.75K $465M
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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