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
SNPS
Synopsys Inc

Technology
52.4K
New
$485.36 - $588.0 $25.4M - $30.8M
52.4K $53.9M
PKG
Packaging Corp Of America

Consumer Cyclical
30.9K
New
$211.98 - $248.85 $6.56M - $7.7M
30.9K $53.4M
VT
Vanguard Total World Stk Index

ETFs
13.1K
New
$117.09 - $123.07 $1.54M - $1.62M
13.1K $52.9M
DWAC
Digital World Acquisition Corp.

Financial Services
21.4K
New
N/A
21.4K $52.3M
XLC
Select Sector Spdr Tr Communic

ETFs
43.4K
New
$89.66 - $102.16 $3.89M - $4.44M
43.4K $51.7M
DOW
Dow Inc.

Basic Materials
32K
New
$39.1 - $55.34 $1.25M - $1.77M
32K $51.5M
Aim ETF Products Trust
51.3K
New
N/A
51.3K $51.3M
IXJ
Ishares Global Healthcare ETF

ETFs
25.8K
New
$85.65 - $98.34 $2.21M - $2.54M
25.8K $51M
CGUS
Capital Group Core Equity ETF
51K
New
$33.96 - $36.24 $1.73M - $1.85M
51K $51M
XLG
Invesco Exchange Traded Fd Tr

ETFs
50.3K
New
$46.94 - $51.62 $2.36M - $2.6M
50.3K $50.3M
UEC
Uranium Energy Corp

Energy
48.3K
New
$6.55 - $8.6 $316K - $415K
48.3K $48.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
48.1K
New
$57.78 - $60.4 $2.78M - $2.9M
48.1K $48.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
47.3K
New
$27.45 - $55.56 $1.3M - $2.63M
47.3K $47.3M
CLF
Cleveland Cliffs Inc.

Basic Materials
47K
New
$9.24 - $13.94 $434K - $655K
47K $47M
NVS
Novartis Ag

Healthcare
26.6K
New
$96.78 - $117.18 $2.58M - $3.12M
26.6K $46.9M
ZION
Zions Bancorporation, National Association

Financial Services
46.8K
New
$45.62 - $61.73 $2.13M - $2.89M
46.8K $46.8M
RSG
Republic Services, Inc.

Industrials
46.8K
New
$198.0 - $218.75 $9.26M - $10.2M
46.8K $46.8M
QDIV
Global X Funds S&P 500 Quality

ETFs
15K
New
$34.38 - $37.18 $516K - $558K
15K $46.7M
TGTX
Tg Therapeutics, Inc.

Healthcare
46.7K
New
$21.31 - $35.09 $994K - $1.64M
46.7K $46.7M
COIN
Coinbase Global, Inc.

Technology
22.9K
New
$163.17 - $343.62 $3.74M - $7.88M
22.9K $46.4M
CLX
Clorox CO

Consumer Defensive
21.1K
New
$156.51 - $169.74 $3.3M - $3.58M
21.1K $46.3M
CCJ
Cameco Corp

Energy
45.9K
New
$48.64 - $61.14 $2.23M - $2.81M
45.9K $45.9M
CVLT
Commvault Systems Inc

Technology
45.7K
New
$132.26 - $177.6 $6.05M - $8.12M
45.7K $45.7M
SOFI
So Fi Technologies, Inc.

Financial Services
11K
New
$7.63 - $16.88 $83.8K - $185K
11K $45M
AINV
Apollo Investment Corp

Financial Services
45K
New
N/A
45K $45M
BITO
Proshares Tr Bitcoin Strategy

ETFs
44.8K
New
$16.99 - $27.42 $761K - $1.23M
44.8K $44.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
19.9K
New
$49.38 - $59.52 $983K - $1.18M
19.9K $44.7M
PFFA
Etfis Ser Tr I

ETFs
43.8K
New
$21.82 - $23.21 $956K - $1.02M
43.8K $43.8M
NEM
Newmont Corp

Basic Materials
43.6K
New
$37.0 - $58.68 $1.61M - $2.56M
43.6K $43.6M
QTUM
ETF Ser Solutions Defiance Qua
42.9K
New
N/A
42.9K $42.9M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
42.3K
New
$40.82 - $45.39 $1.73M - $1.92M
42.3K $42.3M
SPOT
Spotify Technology S.A.

Communication Services
12.6K
New
$362.95 - $502.38 $4.57M - $6.33M
12.6K $42.1M
AMGN
Amgen Inc

Healthcare
35.7K
New
$258.78 - $328.31 $9.25M - $11.7M
35.7K $42M
C
Citigroup Inc

Financial Services
42K
New
$61.31 - $72.5 $2.57M - $3.04M
42K $42M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
41.8K
New
$9.71 - $15.34 $406K - $641K
41.8K $41.8M
IONQ
Ion Q, Inc.

Technology
41.8K
New
$8.17 - $48.24 $341K - $2.01M
41.8K $41.8M
Arista Networks Inc
31.9K
New
N/A
31.9K $41.6M
MCR
Mfs Charter Income Trust

Financial Services
41.5K
New
$6.16 - $6.57 $255K - $272K
41.5K $41.5M
CCL
Carnival Corp

Consumer Cyclical
29.4K
New
$17.34 - $26.8 $510K - $789K
29.4K $41.4M
IBUY
Amplify ETF Tr Amplify Online

ETFs
40.8K
New
$59.83 - $69.71 $2.44M - $2.84M
40.8K $40.8M
SPFF
Global X Superincome Preferred

ETFs
36.1K
New
$9.26 - $9.83 $334K - $354K
36.1K $40.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
27.2K
New
$89.81 - $104.0 $2.44M - $2.83M
27.2K $40.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40K
New
$27.54 - $83.04 $1.1M - $3.32M
40K $40.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
24.7K
New
$275.15 - $388.2 $6.79M - $9.58M
24.7K $40M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
39.7K
New
$56.27 - $69.89 $2.24M - $2.78M
39.7K $39.7M
DNP
Dnp Select Income Fund Inc

Financial Services
39.6K
New
$8.82 - $9.96 $349K - $394K
39.6K $39.6M
PAAS
Pan American Silver Corp

Basic Materials
36.3K
New
$19.94 - $25.85 $725K - $939K
36.3K $39.4M
CHD
Church & Dwight CO Inc

Consumer Defensive
39.2K
New
$99.11 - $112.25 $3.88M - $4.4M
39.2K $39.2M
BDX
Becton Dickinson & CO

Healthcare
39.1K
New
$220.02 - $243.75 $8.61M - $9.54M
39.1K $39.1M
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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