Strategic Financial Concepts, LLC Incresed Positions in Q3 2025

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.25%
$224.68 - $282.71 $674 - $848
1.2K $334M
PPL
Ppl Corp

Utilities
559
+ 4.29%
$33.54 - $37.24 $18.7K - $20.8K
13.6K $505M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
542
+ 3.29%
$35.42 - $38.65 $19.2K - $20.9K
17K $647M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
798
+ 1.36%
$49.78 - $50.75 $39.7K - $40.5K
59.3K $3B
AGNC
Agnc Investment Corp.

Real Estate
3.46K
+ 8.07%
$9.2 - $10.37 $31.9K - $35.9K
46.4K $454M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
274
+ 10.91%
$82.22 - $96.68 $22.5K - $26.5K
2.79K $262M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
62
+ 0.48%
$62.54 - $68.42 $3.88K - $4.24K
12.9K $868M
SPG
Simon Property Group Inc

Real Estate
72
+ 4.65%
$159.93 - $187.67 $11.5K - $13.5K
1.62K $304M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.32K
+ 6.34%
$14.8 - $15.15 $49.1K - $50.3K
55.7K $834M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
654
+ 5.6%
$32.11 - $34.92 $21K - $22.8K
12.3K $431M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
4.7K
+ 11.16%
$9.91 - $10.26 $46.6K - $48.2K
46.8K $468M
JPEM
Jp Morgan Diversified Return

ETFs
334
+ 7.78%
$56.25 - $59.87 $18.8K - $20K
4.63K $278M
QCOM
Qualcomm Inc

Technology
61
+ 1.75%
$145.84 - $173.55 $8.9K - $10.6K
3.55K $590M
ET
Energy Transfer LP

Energy
4.37K
+ 10.23%
$17.11 - $18.16 $74.8K - $79.4K
47.1K $809M
YYY
Amplify ETF Tr High Income ETF

ETFs
2.5K
+ 7.26%
$11.61 - $11.92 $29K - $29.8K
37K $436M
RYT
Invesco S&P 500 Equal Weight T

ETFs
51
+ 0.74%
N/A
6.93K $309M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
62
+ 0.76%
$56.63 - $60.72 $3.51K - $3.76K
8.19K $493M
Capital Group Core Balanced
399
+ 4.16%
N/A
10K $347M
MAIN
Main Street Capital Corp

Financial Services
151
+ 4.37%
$59.28 - $67.54 $8.95K - $10.2K
3.61K $229M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
277
+ 5.02%
$42.39 - $44.63 $11.7K - $12.4K
5.8K $258M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
222
+ 5.04%
$55.15 - $58.11 $12.2K - $12.9K
4.62K $266M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
100
+ 0.54%
$26.52 - $27.64 $2.65K - $2.76K
18.7K $516M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.5K
+ 2.32%
$7.95 - $8.31 $11.9K - $12.5K
66.2K $548M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.41%
$132.9 - $142.03 $1.46K - $1.56K
2.67K $376M
Neos ETF Trust
408
+ 3.76%
N/A
11.3K $669M
PEP
Pepsico Inc

Consumer Defensive
33
+ 1.8%
$133.81 - $152.16 $4.42K - $5.02K
1.87K $263M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
811
+ 4.64%
$16.46 - $17.1 $13.3K - $13.9K
18.3K $311M
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.32%
$92.26 - $97.51 $923 - $975
3.15K $304M
FDL
First Tr Morningstar Dividend

ETFs
21
+ 0.36%
$41.96 - $44.59 $881 - $936
5.79K $251M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9
+ 0.03%
$26.44 - $27.1 $238 - $244
31.3K $843M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6
+ 0.19%
$79.89 - $83.25 $479 - $500
3.23K $267M
Alps ETF Tr
103
+ 1.12%
N/A
9.3K $243M
IBM
International Business Machines Corp

Technology
171
+ 5.04%
$234.77 - $292.47 $40.1K - $50K
3.56K $1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.54%
$92.18 - $95.14 $1.2K - $1.24K
2.44K $232M
FLRN
Spdr Bloomberg Investment Grad

ETFs
82
+ 1.23%
$30.71 - $30.86 $2.52K - $2.53K
6.77K $209M
USFR
Wisdomtree Floating Rate Treas

ETFs
35
+ 0.34%
$50.23 - $50.48 $1.76K - $1.77K
10.2K $513M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.05%
$122.0 - $138.74 $122 - $139
2.1K $267M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.45%
$288.69 - $310.94 $1.15K - $1.24K
899 $264M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.03%
$60.9 - $70.75 $60.9 - $70.8
3.32K $207M
MPLX
Mplx LP

Energy
201
+ 1.07%
$49.42 - $52.71 $9.93K - $10.6K
18.9K $944M
FFIN
First Financial Bankshares Inc

Financial Services
4
+ 0.01%
$33.62 - $37.98 $134 - $152
77.8K $2.62B
Activity Summary
Buys All Purchases 139 New Holdings 47 Increased Positions 92 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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