Strategic Financial Concepts, LLC Portfolio Holdings
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Strategic Financial Concepts, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $314 Billion distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $16.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $15.4B, T Rowe Price Exchange Traded F with a value of $11B, Vanguard Total Stock Market Et with a value of $11B, and Vanguard Dividend Appreciation with a value of $10.5B.
Examining the 13F form we can see an increase of $142B in the current position value, from $172B to 314B.
Strategic Financial Concepts, LLC is based out at San Antonio, TX
Below you can find more details about Strategic Financial Concepts, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 244
- Current Value $314 Billion
- Prior Value $172 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 4 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 240 stocks