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
AI
C3.Ai, Inc.

Technology
58.5K
New
$22.6 - $42.94 $1.32M - $2.51M
58.5K $97.6M
FNDX
Schwab Fundamental U S Large C

ETFs
97.5K
New
$23.49 - $71.77 $2.29M - $7M
97.5K $97.5M
AVUV
American Centy ETF Tr Avantis

ETFs
60.3K
New
$94.37 - $106.41 $5.69M - $6.41M
60.3K $96.2M
EXPI
Exp World Holdings, Inc.

Real Estate
94.8K
New
$11.51 - $14.77 $1.09M - $1.4M
94.8K $94.8M
GOAU
ETF Ser Solutions Us Global Go
94.8K
New
N/A
94.8K $94.8M
CAH
Cardinal Health Inc

Healthcare
76.4K
New
$107.89 - $125.33 $8.25M - $9.58M
76.4K $93.1M
FANG
Diamondback Energy, Inc.

Energy
84.3K
New
$153.06 - $199.5 $12.9M - $16.8M
84.3K $92.1M
LDOS
Leidos Holdings, Inc.

Technology
87.2K
New
$143.17 - $201.39 $12.5M - $17.6M
87.2K $90.8M
HLN
Haleon PLC

Healthcare
88.8K
New
$9.23 - $10.71 $819K - $951K
88.8K $90.6M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
90.4K
New
$125.5 - $148.67 $11.3M - $13.4M
90.4K $90.4M
INTC
Intel Corp

Technology
39K
New
$19.07 - $26.23 $744K - $1.02M
39K $89M
GIS
General Mills Inc

Consumer Defensive
13.7K
New
$62.78 - $74.62 $859K - $1.02M
13.7K $88.9M
BLDR
Builders First Source, Inc.

Industrials
88.3K
New
$142.93 - $198.25 $12.6M - $17.5M
88.3K $88.3M
SLB
Schlumberger Limited

Energy
47.3K
New
$36.83 - $45.59 $1.74M - $2.16M
47.3K $87.7M
HRZN
Horizon Technology Finance Corp

Financial Services
87.7K
New
$8.57 - $10.68 $751K - $936K
87.7K $87.7M
BMY
Bristol Myers Squibb CO

Healthcare
77.4K
New
$51.92 - $59.94 $4.02M - $4.64M
77.4K $87M
NRZ
New Residential Investment Corp.

Real Estate
85.1K
New
N/A
85.1K $86.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.2K
New
$106.56 - $113.11 $1.62M - $1.72M
15.2K $86.2M
RDVY
First Trust Rising Dividend Ac

ETFs
36.3K
New
$58.65 - $64.37 $2.13M - $2.33M
36.3K $85.3M
UBER
Uber Technologies, Inc

Technology
68.6K
New
$59.93 - $86.34 $4.11M - $5.92M
68.6K $81.6M
ETR
Entergy Corp

Utilities
57.9K
New
$73.19 - $156.4 $4.24M - $9.06M
57.9K $81.3M
MRK
Merck & Co., Inc.

Healthcare
30.1K
New
$96.31 - $114.76 $2.89M - $3.45M
30.1K $80.9M
FENY
Fidelity Covington Tr Msci Ene

ETFs
36.4K
New
$23.14 - $26.91 $842K - $979K
36.4K $80.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
47.2K
New
$125.36 - $147.37 $5.91M - $6.95M
47.2K $80.3M
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
79K
New
$21.4 - $24.47 $1.69M - $1.93M
79K $79M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.8K
New
$52.0 - $55.66 $612K - $655K
11.8K $78.6M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
78.4K
New
$32.75 - $35.81 $2.57M - $2.81M
78.4K $78.4M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
63.4K
New
$20.68 - $23.73 $1.31M - $1.51M
63.4K $77.9M
Linde PLC
66.9K
New
N/A
66.9K $77.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
76.8K
New
$15.97 - $16.79 $1.23M - $1.29M
76.8K $76.8M
PSA
Public Storage

Real Estate
54.2K
New
$289.33 - $360.21 $15.7M - $19.5M
54.2K $76.3M
OLED
Universal Display Corp Pa

Technology
76.1K
New
$146.2 - $213.81 $11.1M - $16.3M
76.1K $76.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
75.7K
New
$22.63 - $47.53 $1.71M - $3.6M
75.7K $75.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
75.5K
New
$12.12 - $13.1 $915K - $988K
75.5K $75.5M
GILD
Gilead Sciences, Inc.

Healthcare
71.9K
New
$83.95 - $97.9 $6.03M - $7.04M
71.9K $75M
UNP
Union Pacific Corp

Industrials
73.4K
New
$223.15 - $249.32 $16.4M - $18.3M
73.4K $74.8M
VFH
Vanguard Financial ETF

ETFs
74.5K
New
$108.87 - $126.2 $8.11M - $9.4M
74.5K $74.5M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
65.9K
New
$46.92 - $51.34 $3.09M - $3.38M
65.9K $74.4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
74.3K
New
$146.47 - $191.01 $10.9M - $14.2M
74.3K $74.3M
Neos ETF Trust
45.5K
New
N/A
45.5K $74.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
74.3K
New
$23.25 - $23.37 $1.73M - $1.74M
74.3K $74.3M
Invesco Exch Trd Slf Idx Fd
74.1K
New
N/A
74.1K $74.1M
LMND
Lemonade, Inc.

Financial Services
73.9K
New
$15.65 - $51.81 $1.16M - $3.83M
73.9K $73.9M
FDX
Fedex Corp

Industrials
46.6K
New
$260.5 - $305.15 $12.1M - $14.2M
46.6K $73.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
63.5K
New
$178.39 - $215.0 $11.3M - $13.7M
63.5K $73.3M
XLY
Select Sector Spdr Consumer Di

ETFs
73.1K
New
$194.8 - $239.43 $14.2M - $17.5M
73.1K $73.1M
PFL
Pimco Income Strategy Fund

Financial Services
72.9K
New
$8.27 - $8.77 $603K - $639K
72.9K $72.9M
PB
Prosperity Bancshares Inc

Financial Services
72.5K
New
$70.04 - $85.07 $5.08M - $6.17M
72.5K $72.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
70.8K
New
$30.04 - $32.01 $2.13M - $2.27M
70.8K $72.3M
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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