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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
72.1K
New
$225.16 - $265.16 $16.2M - $19.1M
72.1K $72.1M
CMCSA
Comcast Corp

Communication Services
44.1K
New
$37.39 - $45.14 $1.65M - $1.99M
44.1K $71.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
46K
New
$40.15 - $42.9 $1.85M - $1.97M
46K $71.2M
OXY
Occidental Petroleum Corp

Energy
69.8K
New
$45.36 - $55.91 $3.16M - $3.9M
69.8K $70.2M
NKE
Nike, Inc.

Consumer Cyclical
57.4K
New
$73.36 - $89.13 $4.21M - $5.11M
57.4K $70.1M
IRBO
Ishares Robotics & Artificial

ETFs
30.2K
New
N/A
30.2K $69.9M
WMB
Williams Companies, Inc.

Energy
57K
New
$46.37 - $59.74 $2.64M - $3.41M
57K $69.3M
GD
General Dynamics Corp

Industrials
45.3K
New
$260.28 - $314.03 $11.8M - $14.2M
45.3K $69M
YPF
Ypf Sociedad Anonima

Energy
68.9K
New
$21.67 - $44.88 $1.49M - $3.09M
68.9K $68.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
68.8K
New
$25.79 - $80.4 $1.77M - $5.53M
68.8K $68.8M
ADBE
Adobe Inc.

Technology
56.1K
New
$437.39 - $552.96 $24.5M - $31M
56.1K $68M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
12.1K
New
$72.62 - $77.83 $879K - $942K
12.1K $67.8M
MDT
Medtronic PLC

Healthcare
55.6K
New
$79.61 - $92.24 $4.43M - $5.13M
55.6K $67.1M
IFRA
Ishares Tr

ETFs
47.9K
New
$45.94 - $51.71 $2.2M - $2.48M
47.9K $66.5M
BAR
Granite Shares Gold Trust

ETFs
66.3K
New
$25.3 - $27.51 $1.68M - $1.82M
66.3K $66.3M
PSLV
Sprott Physical Silver Trust

Financial Services
66.1K
New
$9.65 - $11.76 $638K - $777K
66.1K $66.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65.8K
New
$209.89 - $233.24 $13.8M - $15.4M
65.8K $65.8M
O
Realty Income Corp

Real Estate
12.5K
New
$51.76 - $64.71 $649K - $811K
12.5K $65.8M
SUN
Sunoco LP

Energy
65.6K
New
$50.8 - $56.82 $3.33M - $3.73M
65.6K $65.6M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
64.8K
New
$16.4 - $17.85 $1.06M - $1.16M
64.8K $64.8M
LUV
Southwest Airlines CO

Industrials
18.1K
New
$28.99 - $34.84 $525K - $631K
18.1K $64.6M
CZA
Invesco Exchange Traded Fd Tr

ETFs
32K
New
$103.81 - $113.57 $3.32M - $3.63M
32K $64.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
64.3K
New
$22.72 - $23.0 $1.46M - $1.48M
64.3K $64.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.9K
New
$51.33 - $53.74 $1.23M - $1.29M
23.9K $63.2M
IBOC
International Bancshares Corp

Financial Services
63.2K
New
$57.25 - $75.11 $3.62M - $4.74M
63.2K $63.2M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
12.8K
New
$63.23 - $66.65 $807K - $851K
12.8K $62.7M
DVA
Davita Inc.

Healthcare
62.7K
New
$139.81 - $167.96 $8.76M - $10.5M
62.7K $62.7M
LHX
L3 Harris Technologies, Inc.

Industrials
48.6K
New
$208.94 - $264.22 $10.2M - $12.9M
48.6K $62.5M
EEM
Ishares Msci Emerging Markets

ETFs
46.6K
New
$41.82 - $47.36 $1.95M - $2.2M
46.6K $62.1M
FAD
First Tr Multi Cap Growth Alph

ETFs
34.7K
New
$131.79 - $150.3 $4.58M - $5.22M
34.7K $61.9M
SBUX
Starbucks Corp

Consumer Cyclical
61.1K
New
$87.44 - $102.5 $5.35M - $6.27M
61.1K $61.9M
UPS
United Parcel Service Inc

Industrials
42.5K
New
$122.65 - $138.35 $5.21M - $5.88M
42.5K $61.6M
AIG
American International Group, Inc.

Financial Services
59.2K
New
$70.0 - $79.22 $4.14M - $4.69M
59.2K $61.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.1K
New
$22.4 - $68.28 $1.37M - $4.17M
61.1K $61.1M
ELV
Elevance Health, Inc.

Healthcare
57.6K
New
$365.96 - $514.62 $21.1M - $29.6M
57.6K $59.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
22.8K
New
$58.39 - $67.04 $1.33M - $1.53M
22.8K $59.1M
AOA
Ishares Tr Core Aggressive All

ETFs
59K
New
$76.61 - $79.88 $4.52M - $4.71M
59K $59M
JNK
Spdr Bloomberg High Yield Bond

ETFs
42.4K
New
$94.77 - $97.36 $4.01M - $4.12M
42.4K $58.5M
Ishares Bitcoin Trust ETF
37.5K
New
N/A
37.5K $57.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
57K
New
$46.48 - $51.32 $2.65M - $2.93M
57K $57M
Super Micro Computer Inc
56.8K
New
N/A
56.8K $56.8M
Blackrock Inc
33.9K
New
N/A
33.9K $56.2M
ONON
On Holding Ag

Consumer Cyclical
54.8K
New
$46.3 - $59.54 $2.54M - $3.26M
54.8K $54.8M
EWM
Ishs Msci Malaysia ETF

ETFs
54.4K
New
$23.61 - $26.95 $1.28M - $1.46M
54.4K $54.4M
FAS
Direxion Daily Financial Bull

ETFs
54.4K
New
$126.08 - $182.0 $6.85M - $9.89M
54.4K $54.4M
CINF
Cincinnati Financial Corp

Financial Services
54.3K
New
$132.86 - $160.16 $7.22M - $8.7M
54.3K $54.3M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
54.3K
New
$44.2 - $49.46 $2.4M - $2.69M
54.3K $54.3M
IYE
Ishares Tr

ETFs
16.8K
New
$43.93 - $51.37 $738K - $863K
16.8K $54.3M
MSCI
Msci Inc.

Financial Services
53.4K
New
$569.09 - $635.99 $30.4M - $34M
53.4K $54M
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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