Strategic Financial Concepts, LLC Purchases in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
36.8K
New
$8.17 - $8.66 $300K - $318K
36.8K $36.8M
HRB
H&R Block Inc

Consumer Cyclical
36.5K
New
$52.14 - $63.36 $1.9M - $2.31M
36.5K $36.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.11M
+ 6856.54%
$69.3 - $74.3 $77.2M - $82.8M
1.13M $1.17B
SCHW
Schwab Charles Corp

Financial Services
36.4K
New
$63.31 - $82.85 $2.3M - $3.01M
36.4K $36.4M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
303K
+ 1517.76%
$15.05 - $16.03 $4.56M - $4.86M
323K $351M
EMR
Emerson Electric CO

Industrials
17.5K
New
$108.13 - $134.33 $1.89M - $2.35M
17.5K $36.3M
IHE
Ishares Tr

ETFs
20K
New
$65.15 - $71.86 $1.3M - $1.43M
20K $36.3M
TSCO
Tractor Supply CO

Consumer Cyclical
19.3K
New
$52.59 - $303.74 $1.01M - $5.86M
19.3K $36.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
35.6K
New
$82.28 - $117.52 $2.93M - $4.19M
35.6K $36M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
36K
New
$13.12 - $13.68 $472K - $492K
36K $36M
AMD
Advanced Micro Devices Inc

Technology
395K
+ 16019.77%
$118.88 - $172.8 $46.9M - $68.2M
397K $440M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.7K
New
$49.79 - $51.14 $1.58M - $1.62M
31.7K $35.5M
COF
Capital One Financial Corp

Financial Services
35.5K
New
$145.19 - $192.01 $5.15M - $6.81M
35.5K $35.5M
NSC
Norfolk Southern Corp

Industrials
35.2K
New
$230.6 - $277.0 $8.12M - $9.75M
35.2K $35.2M
DVN
Devon Energy Corp

Energy
20.5K
New
$30.52 - $42.96 $625K - $880K
20.5K $35M
NMFC
New Mountain Finance Corp

Financial Services
18.5K
New
$10.68 - $11.94 $197K - $221K
18.5K $34.9M
HON
Honeywell International Inc

Industrials
233K
+ 23527.4%
$202.84 - $236.0 $47.2M - $54.9M
234K $239M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
34.5K
New
$38.83 - $50.84 $1.34M - $1.75M
34.5K $34.5M
SAN
Banco Santander, S.A.

Financial Services
13.7K
New
$4.49 - $5.05 $61.4K - $69K
13.7K $34.3M
EMQQ
Emqq Emerging Markets Internet

ETFs
34.3K
New
$34.48 - $41.58 $1.18M - $1.43M
34.3K $34.3M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
34.1K
New
$18.5 - $20.08 $631K - $685K
34.1K $34.1M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
33.9K
New
$49.84 - $59.6 $1.69M - $2.02M
33.9K $33.9M
ATO
Atmos Energy Corp

Utilities
27.8K
New
$136.41 - $151.43 $3.79M - $4.21M
27.8K $33.6M
SCHO
Schwab Short Term Us Treasury

ETFs
33.4K
New
$24.06 - $48.88 $805K - $1.63M
33.4K $33.4M
CEG
Constellation Energy Corp

Utilities
33.4K
New
$224.28 - $285.52 $7.5M - $9.54M
33.4K $33.4M
DRIV
Global X Fds Global X Autonomo

ETFs
28.9K
New
$22.45 - $24.22 $648K - $699K
28.9K $33.4M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
24.4K
New
$156.32 - $178.25 $3.81M - $4.35M
24.4K $33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
32.9K
New
$20.55 - $23.26 $677K - $766K
32.9K $32.9M
KMB
Kimberly Clark Corp

Consumer Defensive
22.8K
New
$130.37 - $146.09 $2.97M - $3.33M
22.8K $32.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
32.6K
New
$311.11 - $335.64 $10.1M - $10.9M
32.6K $32.6M
PRI
Primerica, Inc.

Financial Services
32.3K
New
$265.71 - $304.93 $8.58M - $9.85M
32.3K $32.3M
Ge Healthcare Technologies I
17K
New
N/A
17K $31.9M
Aim ETF Products Trust
31.7K
New
N/A
31.7K $31.7M
AXSM
Axsome Therapeutics, Inc.

Healthcare
30.7K
New
$83.08 - $100.49 $2.55M - $3.09M
30.7K $30.7M
FIW
First Trust Water ETF

ETFs
30.6K
New
$102.02 - $110.91 $3.12M - $3.4M
30.6K $30.6M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
30.6K
New
$19.82 - $21.55 $606K - $659K
30.6K $30.6M
PANW
Palo Alto Networks Inc

Technology
26.2K
New
$181.96 - $405.9 $4.77M - $10.6M
26.2K $30.6M
DHR
Danaher Corp

Healthcare
14.5K
New
$226.16 - $274.52 $3.29M - $3.99M
14.5K $30.5M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.6K
New
$12.1 - $13.52 $153K - $171K
12.6K $30.4M
TM
Toyota Motor Corp

Consumer Cyclical
11K
New
$169.2 - $199.52 $1.86M - $2.19M
11K $30.4M
ET
Energy Transfer LP

Energy
705K
+ 1572.44%
$16.05 - $19.86 $11.3M - $14M
750K $750M
LEN
Lennar Corp

Consumer Cyclical
29.4K
New
$136.2 - $188.96 $4.01M - $5.56M
29.4K $29.4M
Anglogold Ashanti PLC
28.1K
New
N/A
28.1K $29.2M
PAYX
Paychex Inc

Industrials
27.6K
New
$135.86 - $148.73 $3.75M - $4.11M
27.6K $28.8M
LCII
Lci Industries

Consumer Cyclical
28.3K
New
$101.78 - $126.7 $2.88M - $3.59M
28.3K $28.3M
NANR
Spdr Index Shs Fds S&P North A

ETFs
28.2K
New
$50.02 - $58.31 $1.41M - $1.65M
28.2K $28.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
28.1K
New
$170.03 - $192.78 $4.78M - $5.42M
28.1K $28.1M
Tidal Tr Ii
28K
New
N/A
28K $28M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
240K
+ 7477.83%
$72.18 - $81.41 $17.3M - $19.5M
243K $262M
Activity Summary
Buys All Purchases 811 New Holdings 569 Increased Positions 242 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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