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
SPTS
Spdr Portfolio Short Term Trea

ETFs
121K
New
$28.88 - $29.33 $3.49M - $3.55M
121K $3.51B
TIP
Ishares Tr Tips Bd ETF

ETFs
175K
New
$106.33 - $110.69 $18.6M - $19.3M
175K $2.78B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
196K
New
$80.93 - $85.66 $15.8M - $16.8M
196K $2.77B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.19M
New
$57.29 - $63.1 $68.4M - $75.3M
1.19M $2.65B
DFUS
Dimensional ETF Tr U S Equity

ETFs
32.1K
New
$61.52 - $66.5 $1.97M - $2.13M
32.1K $2.04B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
55.7K
New
$33.92 - $36.6 $1.89M - $2.04M
55.7K $1.64B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
163K
New
$24.94 - $26.14 $4.06M - $4.25M
163K $1.54B
VONE
Vanguard Russell 1000 ETF

ETFs
224K
New
$257.18 - $277.76 $57.7M - $62.3M
224K $1.28B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.2K
New
$81.68 - $82.93 $1.24M - $1.26M
15.2K $1.25B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
219K
New
$26.55 - $27.32 $5.8M - $5.97M
219K $1.18B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
905K
New
$45.39 - $62.98 $41.1M - $57M
905K $908M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
142K
New
$108.6 - $115.42 $15.4M - $16.4M
142K $869M
EQAL
Invesco ETF

ETFs
112K
New
$48.01 - $51.95 $5.37M - $5.81M
112K $864M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.58K
New
$100.24 - $101.35 $860K - $869K
8.58K $863M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58.1K
New
$38.37 - $42.82 $2.23M - $2.49M
58.1K $855M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
286K
New
$56.06 - $61.35 $16M - $17.5M
286K $777M
ITOT
Ishares Core S&P Total U.S. St

ETFs
602K
New
$124.26 - $134.12 $74.9M - $80.8M
602K $772M
T
At&T Inc.

Communication Services
89.7K
New
$21.22 - $23.88 $1.9M - $2.14M
89.7K $757M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
169K
New
$57.07 - $62.58 $9.65M - $10.6M
169K $640M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
469K
New
$35.45 - $40.33 $16.6M - $18.9M
469K $637M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.7K
New
$39.3 - $41.34 $617K - $649K
15.7K $619M
MS
Morgan Stanley

Financial Services
572K
New
$104.42 - $134.99 $59.7M - $77.2M
572K $580M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.88K
New
$113.79 - $124.5 $556K - $608K
4.88K $560M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
182K
New
$50.06 - $55.0 $9.13M - $10M
182K $541M
VZ
Verizon Communications Inc

Communication Services
165K
New
$39.6 - $45.21 $6.53M - $7.46M
165K $501M
MNBD
Alps ETF Tr Intermediate Muni

ETFs
486K
New
$25.43 - $26.13 $12.4M - $12.7M
486K $468M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
38K
New
$26.08 - $27.65 $991K - $1.05M
38K $445M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
448K
New
$43.6 - $47.2 $19.5M - $21.2M
448K $445M
IAU
Ishares Gold Trust

ETFs
8.93K
New
$48.37 - $52.65 $432K - $470K
8.93K $442M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.73K
New
$70.54 - $79.61 $404K - $456K
5.73K $436M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
185K
New
$73.49 - $86.09 $13.6M - $15.9M
185K $434M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.5K
New
$50.62 - $50.97 $430K - $433K
8.5K $431M
PYPL
Pay Pal Holdings, Inc.

Financial Services
298K
New
$77.25 - $91.3 $23M - $27.2M
298K $423M
MAIN
Main Street Capital Corp

Financial Services
44.8K
New
$49.95 - $58.58 $2.24M - $2.63M
44.8K $420M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
168K
New
$119.34 - $127.78 $20M - $21.5M
168K $409M
CGGR
Capital Group Growth ETF Shs C

ETFs
59.2K
New
$34.49 - $39.24 $2.04M - $2.32M
59.2K $405M
EOG
Eog Resources Inc

Energy
13.7K
New
$118.22 - $136.54 $1.62M - $1.87M
13.7K $400M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
207K
New
$172.07 - $207.36 $35.6M - $42.9M
207K $354M
XAR
Spdr S&P Aerospace & Defense E

ETFs
120K
New
$153.8 - $176.52 $18.5M - $21.3M
120K $353M
TDIV
First Trust Nasdaq Technology

ETFs
21.5K
New
$78.03 - $82.13 $1.68M - $1.77M
21.5K $347M
JMEE
J P Morgan Exchange Traded Fd

ETFs
137K
New
$60.1 - $66.4 $8.21M - $9.07M
137K $336M
PULS
Pgim ETF Tr

ETFs
91.5K
New
$49.51 - $49.79 $4.53M - $4.56M
91.5K $334M
ROK
Rockwell Automation, Inc

Industrials
30.5K
New
$264.65 - $302.92 $8.07M - $9.23M
30.5K $328M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.81K
New
$81.6 - $90.89 $311K - $346K
3.81K $327M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
187K
New
$129.96 - $144.97 $24.2M - $27M
187K $324M
ABT
Abbott Laboratories

Healthcare
273K
New
$111.93 - $119.39 $30.6M - $32.6M
273K $316M
COP
Conocophillips

Energy
159K
New
$95.12 - $114.72 $15.1M - $18.2M
159K $314M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.53K
New
$47.26 - $48.18 $308K - $314K
6.53K $309M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
190K
New
$88.59 - $94.57 $16.9M - $18M
190K $306M
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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