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
TILL
Listed Fds Tr Teucrium Agric S

ETFs
177K
New
$18.27 - $20.9 $3.24M - $3.7M
177K $305M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.34K
New
$124.61 - $133.96 $292K - $314K
2.34K $302M
SHEL
Shell PLC

Energy
110K
New
$60.63 - $70.23 $6.65M - $7.71M
110K $293M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
292K
New
$77.86 - $79.27 $22.7M - $23.2M
292K $292M
VGSH
Vanguard

ETFs
279K
New
$58.02 - $58.88 $16.2M - $16.5M
279K $289M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
87.1K
New
$131.66 - $144.0 $11.5M - $12.5M
87.1K $285M
CSCO
Cisco Systems, Inc.

Technology
210K
New
$52.45 - $60.02 $11M - $12.6M
210K $282M
DFS
Discover Financial Services

Financial Services
226K
New
$136.3 - $182.67 $30.7M - $41.2M
226K $281M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
262K
New
$47.29 - $84.74 $12.4M - $22.2M
262K $280M
SGOL
Abrdn Gold ETF Trust

ETFs
25.5K
New
$24.46 - $26.62 $624K - $680K
25.5K $278M
AEP
American Electric Power CO Inc

Utilities
18.8K
New
$90.91 - $102.21 $1.71M - $1.92M
18.8K $263M
VCIT
Vanguard Intermediate Term Cor

ETFs
138K
New
$80.13 - $83.77 $11.1M - $11.6M
138K $259M
CGDV
Capital Group Divid Value ETF

ETFs
66K
New
$35.16 - $37.12 $2.32M - $2.45M
66K $258M
MGK
Vanguard Mega Cap Growth ETF

ETFs
241K
New
$316.94 - $357.88 $76.4M - $86.3M
241K $257M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
153K
New
$42.84 - $45.38 $6.54M - $6.93M
153K $256M
BP
Bp PLC

Energy
30.1K
New
$28.16 - $33.14 $849K - $999K
30.1K $253M
KGC
Kinross Gold Corp

Basic Materials
27K
New
$9.03 - $10.75 $243K - $290K
27K $250M
PAYC
Paycom Software, Inc.

Technology
209K
New
$159.94 - $240.25 $33.5M - $50.3M
209K $250M
FTLS
First Tr Long/Short Equity ETF

ETFs
97.7K
New
$63.1 - $67.29 $6.17M - $6.58M
97.7K $248M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
63.7K
New
$63.01 - $68.55 $4.01M - $4.36M
63.7K $247M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
194K
New
$121.89 - $135.52 $23.6M - $26.3M
194K $247M
TMO
Thermo Fisher Scientific Inc.

Healthcare
246K
New
$501.29 - $612.85 $123M - $150M
246K $246M
SMB
Vaneck Short Muni ETF

ETFs
14.4K
New
$17.07 - $17.26 $246K - $248K
14.4K $246M
PLTR
Palantir Technologies Inc.

Technology
186K
New
$36.46 - $82.38 $6.78M - $15.3M
186K $245M
STZ
Constellation Brands, Inc.

Consumer Defensive
28.9K
New
$219.66 - $257.62 $6.34M - $7.44M
28.9K $236M
LMT
Lockheed Martin Corp

Industrials
159K
New
$479.66 - $614.62 $76.4M - $97.9M
159K $233M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
208K
New
$51.54 - $52.55 $10.7M - $10.9M
208K $232M
GE
General Electric CO

Industrials
125K
New
$159.95 - $194.23 $20M - $24.2M
125K $228M
KO
Coca Cola CO

Consumer Defensive
146K
New
$61.74 - $71.71 $9M - $10.5M
146K $219M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
73.8K
New
$201.32 - $217.44 $14.9M - $16M
73.8K $217M
VXF
Vanguard Extended Market ETF

ETFs
199K
New
$179.17 - $207.15 $35.7M - $41.3M
199K $217M
LNT
Alliant Energy Corp

Utilities
3.6K
New
$56.24 - $63.63 $203K - $229K
3.6K $213M
F
Ford Motor CO

Consumer Cyclical
95.7K
New
$9.69 - $11.4 $927K - $1.09M
95.7K $213M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
211K
New
$36.54 - $37.53 $7.7M - $7.91M
211K $211M
NTR
Nutrien Ltd.

Basic Materials
4.7K
New
$44.04 - $50.78 $207K - $239K
4.7K $210M
SIVR
Abrdn Silver ETF Trust

ETFs
7.55K
New
$27.61 - $33.22 $209K - $251K
7.55K $208M
FV
First Trust Dorsey Wright Focu

ETFs
23.5K
New
$57.47 - $62.82 $1.35M - $1.48M
23.5K $205M
CRM
Salesforce, Inc.

Technology
199K
New
$270.87 - $367.87 $54M - $73.4M
199K $204M
EXC
Exelon Corp

Utilities
197K
New
$36.22 - $40.97 $7.14M - $8.08M
197K $204M
NEE
Nextera Energy Inc

Utilities
60.6K
New
$69.77 - $85.43 $4.23M - $5.18M
60.6K $203M
KMI
Kinder Morgan, Inc.

Energy
198K
New
$22.59 - $28.54 $4.47M - $5.64M
198K $202M
Alps ETF Tr
201K
New
N/A
201K $201M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
103K
New
$238.25 - $261.28 $24.5M - $26.9M
103K $200M
OGE
Oge Energy Corp.

Utilities
199K
New
$39.65 - $44.08 $7.88M - $8.76M
199K $199M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
194K
New
$61.21 - $68.19 $11.9M - $13.2M
194K $194M
IXG
Ishares Global Fin'L ETF

ETFs
192K
New
$93.25 - $101.72 $17.9M - $19.5M
192K $192M
WEC
Wec Energy Group, Inc.

Utilities
134K
New
$92.94 - $101.82 $12.5M - $13.7M
134K $192M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
24K
New
$14.28 - $14.81 $342K - $355K
24K $191M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
189K
New
$19.62 - $21.98 $3.71M - $4.15M
189K $189M
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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