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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
318K
+ 4788.75%
$50.53 - $55.55 $16M - $17.6M
324K $332M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
258K
+ 2090.36%
$21.81 - $22.48 $5.63M - $5.8M
271K $271M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
284K
+ 3261.7%
$33.7 - $37.69 $9.57M - $10.7M
293K $293M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
194K
+ 3420.15%
$34.5 - $36.32 $6.71M - $7.06M
200K $200M
CHW
Calamos Global Dynamic Income Fund

Financial Services
145K
+ 575.0%
$6.75 - $7.33 $982K - $1.07M
171K $171M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
438K
+ 5630.24%
$55.73 - $61.23 $24.4M - $26.8M
446K $446M
VDE
Vanguard Energy ETF

ETFs
193K
+ 11313.93%
$116.67 - $136.78 $22.5M - $26.4M
195K $195M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
215K
+ 764.74%
$9.1 - $9.51 $1.96M - $2.04M
243K $243M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
249K
+ 2764.73%
$27.88 - $30.51 $6.95M - $7.61M
258K $258M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
331K
+ 6204.36%
N/A
337K $337M
MELI
Mercadolibre Inc

Consumer Cyclical
182K
+ 169952.34%
$1666.0 - $2117.3 $303M - $385M
182K $197M
VOE
Vanguard Mid Cap Value Index F

ETFs
907K
+ 16166.43%
$160.89 - $176.18 $146M - $160M
913K $918M
PFF
Ishares Trust Ishares Pfd And

ETFs
993K
+ 2977.52%
$31.23 - $33.51 $31M - $33.3M
1.03M $1.08B
UNIT
Uniti Group Inc.

Real Estate
794K
+ 449.78%
$5.07 - $6.12 $4.03M - $4.86M
971K $971M
VHT
Vanguard Health Care ETF

ETFs
248K
+ 25304.69%
$250.81 - $283.3 $62.2M - $70.3M
249K $249M
IHDG
Wisdomtree Tr

ETFs
970K
+ 4345.58%
$43.38 - $46.0 $42.1M - $44.6M
993K $993M
PDI
Pimco Dynamic Income Fund

Financial Services
172K
+ 1654.64%
$18.33 - $20.85 $3.15M - $3.59M
182K $182M
EFC
Ellington Financial Inc.

Real Estate
200K
+ 1030.78%
$11.92 - $12.81 $2.38M - $2.56M
219K $219M
IRM
Iron Mountain Inc

Real Estate
240K
+ 10432.52%
$101.62 - $128.14 $24.4M - $30.8M
243K $243M
TFLR
T Rowe Price Exchange Traded F
285K
+ 4553.63%
N/A
291K $291M
PHK
Pimco High Income Fund

Financial Services
16.9K
+ 137.07%
$4.85 - $5.16 $81.8K - $87K
29.2K $29.2M
THW
Tekla World Healthcare Fund

Financial Services
219K
+ 1065.13%
$10.96 - $13.33 $2.4M - $2.92M
240K $240M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
35.2K
+ 156.47%
$3.76 - $4.47 $132K - $158K
57.8K $57.8M
LTC
Ltc Properties Inc

Real Estate
639K
+ 3358.38%
$34.42 - $39.44 $22M - $25.2M
658K $658M
DIS
Walt Disney CO

Communication Services
129K
+ 6062.97%
$92.39 - $117.6 $11.9M - $15.1M
131K $163M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
213K
+ 1127.33%
$14.38 - $15.35 $3.06M - $3.26M
231K $231M
ACN
Accenture PLC

Technology
233K
+ 29326.42%
$343.9 - $376.86 $80.2M - $87.9M
234K $234M
PSR
Invesco Actively

ETFs
938K
+ 9046.13%
$89.02 - $99.55 $83.5M - $93.4M
949K $973M
DKL
Delek Logistics Partners, LP

Energy
464K
+ 3838.81%
$38.06 - $44.95 $17.7M - $20.9M
476K $476M
NVO
Novo Nordisk A S

Healthcare
142K
+ 8384.37%
$85.0 - $120.04 $12.1M - $17.1M
144K $148M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
338K
+ 2417.3%
$26.63 - $30.23 $9.01M - $10.2M
352K $352M
LUMN
Lumen Technologies, Inc.

Communication Services
146K
+ 430.69%
$5.31 - $10.12 $773K - $1.47M
179K $179M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
747K
+ 2958.53%
$30.48 - $34.2 $22.8M - $25.5M
772K $772M
PSEC
Prospect Capital Corp

Financial Services
27.9K
+ 131.78%
$4.16 - $5.34 $116K - $149K
49.1K $49.1M
MU
Micron Technology Inc

Technology
284K
+ 8316.81%
$84.16 - $113.41 $23.9M - $32.2M
287K $287M
EWG
Ishares Msci Germany ETF

ETFs
1.02M
+ 3081.98%
$31.27 - $33.44 $32M - $34.2M
1.06M $1.06B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.77M
+ 3704.78%
$33.77 - $44.09 $59.8M - $78.1M
1.82M $1.82B
BNDX
Vanguard Total International B

ETFs
192K
+ 2639.51%
$48.91 - $50.61 $9.37M - $9.69M
199K $284M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
348K
+ 22494.51%
$278.19 - $315.36 $96.9M - $110M
350K $350M
REZ
Ishares Tr Residential And Mul

ETFs
1.05M
+ 8029.37%
$79.04 - $89.77 $82.6M - $93.9M
1.06M $1.06B
ALL
Allstate Corp

Financial Services
1.11M
+ 15062.3%
$181.25 - $208.2 $202M - $231M
1.12M $1.3B
AGNC
Agnc Investment Corp.

Real Estate
515K
+ 775.58%
$9.21 - $10.59 $4.74M - $5.46M
582K $582M
APG
A Pi Group Corp

Industrials
217K
+ 2058.13%
$31.48 - $39.26 $6.83M - $8.52M
228K $228M
AAXJ
Ishares Msci All Country Asia

ETFs
1.4M
+ 7100.17%
$72.15 - $82.16 $101M - $115M
1.42M $1.42B
Global X Fds
1.04M
+ 1962.15%
N/A
1.09M $1.12B
EWP
Ishares Inc Msci Spain ETF

ETFs
943K
+ 3010.34%
$30.65 - $34.74 $28.9M - $32.7M
974K $974M
Ishares U S ETF Tr
107K
+ 1148.97%
N/A
116K $116M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.37M
+ 3715.97%
$18.41 - $40.87 $43.6M - $96.7M
2.43M $2.46B
TTD
Trade Desk, Inc.

Technology
107K
+ 3401.46%
$108.7 - $139.51 $11.7M - $15M
111K $182M
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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