Strategic Financial Concepts, LLC New Holdings in Q4 2024

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
91K
New
$31.58 - $36.88 $2.87M - $3.36M
91K $129M
SIXJ
Aim ETF Prods Tr Allianzim U S
128K
New
$29.24 - $30.42 $3.75M - $3.9M
128K $128M
RBLX
Roblox Corp

Communication Services
127K
New
$39.86 - $61.45 $5.07M - $7.82M
127K $127M
DUK
Duke Energy Corp

Utilities
103K
New
$105.76 - $120.76 $10.9M - $12.4M
103K $127M
HNDL
Strategy Shs

ETFs
17.7K
New
$21.25 - $22.4 $377K - $397K
17.7K $125M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
120K
New
$109.14 - $121.63 $13M - $14.5M
120K $125M
VONG
Vanguard Russell 1000 Growth E

ETFs
125K
New
$95.27 - $107.82 $11.9M - $13.4M
125K $125M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
124K
New
$27.3 - $28.06 $3.39M - $3.49M
124K $124M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
123K
New
$23.17 - $26.26 $2.84M - $3.22M
123K $123M
VPU
Vanguard Utilities ETF

ETFs
122K
New
$160.52 - $179.11 $19.6M - $21.9M
122K $122M
HEFA
Ishares Currency Hedged Msci E

ETFs
120K
New
$34.42 - $35.88 $4.13M - $4.3M
120K $120M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
120K
New
$99.0 - $99.5 $11.8M - $11.9M
120K $120M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
118K
New
$21.34 - $21.82 $2.53M - $2.58M
118K $118M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
91.5K
New
$48.48 - $49.47 $4.44M - $4.53M
91.5K $118M
SLRC
Slr Investment Corp.

Financial Services
118K
New
$14.9 - $16.86 $1.75M - $1.98M
118K $118M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
118K
New
N/A
118K $118M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
117K
New
$114.08 - $125.68 $13.4M - $14.8M
117K $117M
MPC
Marathon Petroleum Corp

Energy
112K
New
$131.65 - $174.84 $14.8M - $19.6M
112K $116M
Invesco Exch Trd Slf Idx Fd
116K
New
N/A
116K $116M
BX
Blackstone Inc.

Financial Services
113K
New
$148.45 - $199.05 $16.8M - $22.5M
113K $116M
WEA
Western Asset Premier Bond Fund

Financial Services
10.7K
New
$10.69 - $11.32 $114K - $121K
10.7K $115M
Tidal Tr Ii
114K
New
N/A
114K $114M
VLUE
Ishares Msci Usa Value Factor

ETFs
42.3K
New
$104.01 - $115.38 $4.4M - $4.88M
42.3K $113M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
113K
New
$53.86 - $60.27 $6.11M - $6.83M
113K $113M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
106K
New
$32.68 - $36.28 $3.47M - $3.85M
106K $112M
XLB
Select Sector Spdr Fd Material

ETFs
27.8K
New
$83.8 - $97.58 $2.33M - $2.71M
27.8K $109M
XYLD
Global X Fds S&P 500 Covered C

ETFs
109K
New
$40.86 - $43.42 $4.45M - $4.73M
109K $109M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
109K
New
$44.87 - $46.86 $4.88M - $5.1M
109K $109M
VOOV
Vanguard S&P 500 Value ETF

ETFs
95K
New
$184.21 - $199.29 $17.5M - $18.9M
95K $109M
SLV
I Shares Silver Trust

ETFs
101K
New
$26.33 - $31.74 $2.66M - $3.21M
101K $109M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
105K
New
$49.77 - $64.58 $5.23M - $6.79M
105K $105M
FNDA
Schwab Fundamental U S Small C

ETFs
105K
New
$29.26 - $59.11 $3.08M - $6.21M
105K $105M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
104K
New
$44.9 - $57.64 $4.69M - $6.02M
104K $104M
HPQ
Hp Inc

Technology
19.6K
New
$32.46 - $39.3 $635K - $769K
19.6K $104M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
104K
New
$340.59 - $380.5 $35.4M - $39.6M
104K $104M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
104K
New
$101.77 - $113.02 $10.5M - $11.7M
104K $104M
FIS
Fidelity National Information Services, Inc.

Technology
103K
New
$80.14 - $90.95 $8.28M - $9.39M
103K $103M
Ge Vernova Inc
54.4K
New
N/A
54.4K $102M
VONV
Vanguard Russell 1000 Value Et

ETFs
102K
New
$80.87 - $87.69 $8.23M - $8.93M
102K $102M
ADP
Automatic Data Processing Inc

Industrials
91.3K
New
$280.08 - $307.97 $25.6M - $28.1M
91.3K $102M
PSX
Phillips 66

Energy
20.2K
New
$110.35 - $138.93 $2.23M - $2.81M
20.2K $101M
GOOD
Gladstone Commercial Corp

Real Estate
90.6K
New
$15.57 - $17.66 $1.41M - $1.6M
90.6K $100M
USB
Us Bancorp \De\

Financial Services
20.3K
New
$43.98 - $53.66 $893K - $1.09M
20.3K $99.8M
IYW
Ishares Dj Us Tech ETF

ETFs
95.7K
New
$148.14 - $166.23 $14.2M - $15.9M
95.7K $99.7M
Neos ETF Trust
99.5K
New
N/A
99.5K $99.5M
ASML
Asml Holding Nv

Technology
48.6K
New
$658.43 - $872.27 $32M - $42.4M
48.6K $99.1M
GS
Goldman Sachs Group Inc

Financial Services
39K
New
$486.1 - $608.57 $19M - $23.8M
39K $99.1M
MLM
Martin Marietta Materials Inc

Basic Materials
98.8K
New
$516.5 - $619.58 $51M - $61.2M
98.8K $98.8M
FCX
Freeport Mcmoran Inc

Basic Materials
55.2K
New
$38.08 - $50.82 $2.1M - $2.8M
55.2K $98M
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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