Strategic Financial Concepts, LLC Sells in Q3 2025

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.16K
- 3.25%
$22.64 - $23.22 $26.1K - $26.8K
34.3K $788M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-454
- 9.28%
$546.99 - $602.2 $248K - $273K
4.44K $2.67B
HD
Home Depot, Inc.

Consumer Cyclical
-254
- 13.81%
$357.4 - $423.42 $90.8K - $108K
1.59K $642M
JNJ
Johnson & Johnson

Healthcare
-617
- 22.73%
$155.17 - $185.42 $95.7K - $114K
2.1K $389M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-495
- 11.72%
$111.77 - $121.28 $55.3K - $60K
3.73K $450M
XLP
Consumer Staples Sector Spdr

ETFs
-83
- 1.43%
N/A
5.72K $448M
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 5.88%
$94.4 - $104.27 $112K - $124K
19K $1.96B
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-2.4K
- 16.0%
$8.4 - $8.79 $20.2K - $21.1K
12.6K $107M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-446
- 1.62%
$50.85 - $51.35 $22.7K - $22.9K
27K $1.39B
EXC
Exelon Corp

Utilities
-678
- 9.04%
$42.73 - $45.54 $29K - $30.9K
6.82K $307M
TFLO
Ishares Treasury Floating Rate

ETFs
-277
- 3.4%
$50.45 - $50.65 $14K - $14K
7.86K $398M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-353
- 6.54%
$46.37 - $47.77 $16.4K - $16.9K
5.04K $240M
SOXX
Ishares Semiconductor ETF

ETFs
-165
- 15.87%
$236.93 - $271.12 $39.1K - $44.7K
875 $237M
EFC
Ellington Financial Inc.

Real Estate
-600
- 3.26%
$12.66 - $14.02 $7.6K - $8.41K
17.8K $231M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-182
- 2.28%
$52.39 - $53.11 $9.53K - $9.67K
7.82K $414M
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 6.1%
$291.67 - $316.99 $19K - $20.6K
1K $304M
CSCO
Cisco Systems, Inc.

Technology
-18
- 0.31%
$66.2 - $71.79 $1.19K - $1.29K
5.8K $397M
VDC
Vanguard Consumer Staples ETF

ETFs
-2
- 0.17%
$212.64 - $225.25 $425 - $451
1.17K $251M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-40
- 0.73%
N/A
5.45K $576M
IEFA
Ishares Tr

ETFs
-2.03K
- 4.43%
$81.7 - $87.53 $166K - $178K
43.8K $3.83B
DKL
Delek Logistics Partners, LP

Energy
-640
- 5.96%
$42.08 - $46.37 $26.9K - $29.7K
10.1K $460M
MMM
3 M CO

Industrials
-52
- 2.05%
$144.41 - $160.2 $7.51K - $8.33K
2.48K $385M
IWP
Ishares Russell Mid Cap Growth

ETFs
-151
- 2.63%
$137.51 - $145.26 $20.8K - $21.9K
5.6K $798M
MS
Morgan Stanley

Financial Services
-294
- 11.27%
$139.09 - $161.16 $40.9K - $47.4K
2.32K $368M
THW
Tekla World Healthcare Fund

Financial Services
-2.5K
- 17.36%
$10.16 - $12.6 $25.4K - $31.5K
11.9K $150M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-286
- 1.33%
$55.61 - $57.37 $15.9K - $16.4K
21.1K $1.22B
EPD
Enterprise Products Partners L.P.

Energy
-248
- 1.53%
$30.74 - $32.14 $7.62K - $7.97K
15.9K $498M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-800
- 6.5%
$4.36 - $5.16 $3.49K - $4.13K
11.5K $59.3M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-80
- 0.52%
$15.5 - $16.01 $1.24K - $1.28K
15.3K $244M
PFF
Ishares Trust Ishares Pfd And

ETFs
-755
- 2.41%
$30.67 - $32.13 $23.2K - $24.3K
30.6K $967M
GE
General Electric CO

Industrials
-249
- 16.7%
$244.75 - $305.63 $60.9K - $76.1K
1.24K $374M
MDT
Medtronic PLC

Healthcare
-160
- 5.54%
$87.67 - $95.74 $14K - $15.3K
2.73K $260M
IWY
Ishares Tr Russell 200 Growth

ETFs
-182
- 7.64%
$243.93 - $275.62 $44.4K - $50.2K
2.2K $602M
ALL
Allstate Corp

Financial Services
-100
- 3.22%
$192.0 - $214.65 $19.2K - $21.5K
3.01K $645M
DEUS
Xtrackers Russell Us Multifact

ETFs
-16
- 0.1%
$55.9 - $58.67 $894 - $939
15.4K $894M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-20
- 0.26%
$68.24 - $73.73 $1.36K - $1.47K
7.55K $554M
IEMG
Ishares Inc

ETFs
-720
- 5.13%
N/A
13.3K $879M
LTC
Ltc Properties Inc

Real Estate
-115
- 0.6%
$34.04 - $36.86 $3.91K - $4.24K
18.9K $698M
AAPL
Apple Inc.

Technology
-7.37K
- 18.94%
$202.38 - $256.87 $1.49M - $1.89M
31.5K $8.03B
Ishares Tr
-300
- 2.35%
N/A
12.5K $379M
IWM
Ishares Russell 2000 ETF

ETFs
-62
- 2.49%
$214.92 - $244.84 $13.3K - $15.2K
2.43K $588M
JPM
Jpmorgan Chase & CO

Financial Services
-254
- 8.08%
$282.78 - $316.06 $71.8K - $80.3K
2.89K $911M
LUMN
Lumen Technologies, Inc.

Communication Services
-800
- 2.44%
$3.7 - $6.22 $2.96K - $4.98K
31.9K $195M
ORCL
Oracle Corp

Technology
-58
- 5.28%
$218.96 - $328.33 $12.7K - $19K
1.04K $293M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-315
- 1.38%
$87.29 - $93.61 $27.5K - $29.5K
22.5K $2.1B
Global X Fds
-469
- 0.9%
N/A
51.8K $1.24B
ILCG
Ishares Morningstar Growth ETF
-101
- 0.88%
N/A
11.4K $1.19B
XLK
Technology Sector Spdr

ETFs
-95
- 2.4%
$250.97 - $282.66 $23.8K - $26.9K
3.87K $1.09B
VTV
Vanguard Value ETF

ETFs
-553
- 2.78%
$175.51 - $186.57 $97.1K - $103K
19.3K $3.6B
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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