Fund HoldingsStrategic Financial Concepts, LLC

Total Portfolio Value
$415.08M
Total Bought
$251.61M
Total Sold
$5.84M
Net Transaction
+$245.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0198,867+198,867018,2564.40%+18,256
AMERICAN CENTY ETF TR0125,974+125,974011,2752.72%+11,275
VANGUARD INDEX FDS035,207+35,20709,1502.20%+9,150
VANGUARD TAX-MANAGED FDS0136,077+136,07706,8271.64%+6,827
VANGUARD INDEX FDS021,984+21,984010,5682.55%+10,568
APPLE INC(AAPL)053,435+53,43509,1632.21%+9,163
ISHARES TR056,795+56,79505,7201.38%+5,720
TESLA INC(TSLA)026,932+26,93204,7341.14%+4,734
VANGUARD INDEX FDS013,646+13,64604,6971.13%+4,697
SCHWAB STRATEGIC TR074,399+74,39904,5421.09%+4,542
VANGUARD SPECIALIZED FUNDS026,276+26,27604,7981.16%+4,798
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
33,59053,864+20,2745,3019,1232.20%+3,822
AMAZON COM INC(AMZN)028,691+28,69105,1751.25%+5,175
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
070,231+70,23103,7720.91%+3,772
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
18,94437,735+18,7913,1936,8941.66%+3,701
AMERICAN CENTY ETF TR059,821+59,82103,8130.92%+3,813
AMERICAN CENTY ETF TR083,770+83,77003,4560.83%+3,456
SCHWAB STRATEGIC TR058,109+58,10904,6851.13%+4,685
ISHARES TR12,474105,881+93,4073,4576,4311.55%+2,974
FIRST FINL BANKSHARES INC(FFIN)080,176+80,17602,6310.63%+2,631
NVIDIA CORPORATION(NVDA)04,351+4,35103,9320.95%+3,932
SPDR SER TR
ST STR SP600 SML
45,573105,010+59,4371,9224,5201.09%+2,597
INVESCO QQQ TR014,780+14,78006,5631.58%+6,563
SPDR S&P 500 ETF TR(SPY)05,743+5,74303,0040.72%+3,004
ISHARES TR013,086+13,08606,8801.66%+6,880
VANGUARD INDEX FDS010,029+10,02902,4050.58%+2,405
T ROWE PRICE ETF INC
ULTRA SHRT TRM
048,404+48,40402,3880.58%+2,388
SCHWAB STRATEGIC TR056,389+56,38902,2000.53%+2,200
PROSHARES TR
S&P 500 DV ARIST
27,60647,474+19,8682,6284,8141.16%+2,186
ISHARES TR079,996+79,99607,8351.89%+7,835
EXXON MOBIL CORP031,838+31,83803,7010.89%+3,701
VANGUARD INDEX FDS010,159+10,15901,6550.40%+1,655
AMERICAN CENTY ETF TR028,277+28,27701,6390.39%+1,639
VANGUARD BD INDEX FDS045,165+45,16503,2800.79%+3,280
SCHWAB STRATEGIC TR068,147+68,14703,3560.81%+3,356
MICROSOFT CORP(MSFT)05,896+5,89602,4800.60%+2,480
INVESCO EXCH TRADED FD TR II
SR LN ETF
072,804+72,80401,5400.37%+1,540
VANECK ETF TRUST
GOLD MINERS ETF
045,895+45,89501,4510.35%+1,451
VANGUARD WORLD FD
INF TECH ETF
02,752+2,75201,4430.35%+1,443
ISHARES TR
CORE DIV GRWTH
062,634+62,63403,6370.88%+3,637
ISHARES TR020,336+20,33601,3780.33%+1,378
SELECT SECTOR SPDR TR
ST STR SVC ETF
016,275+16,27501,3290.32%+1,329
AMERICAN CENTY ETF TR049,409+49,40902,3010.55%+2,301
LOWES COS INC(LOW)05,914+5,91401,5060.36%+1,506
T ROWE PRICE ETF INC
CAP APPRECIATION
041,084+41,08401,2420.30%+1,242
ALPHABET INC(GOOG)08,104+8,10401,2230.29%+1,223
WALMART INC(WMT)023,841+23,84101,4350.35%+1,435
ISHARES TR054,964+54,96404,1491.00%+4,149
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
011,492+11,49201,2120.29%+1,212
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
027,398+27,39801,2110.29%+1,211
ISHARES INC
MSCI JAPAN ETF
016,781+16,78101,1970.29%+1,197
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,732+5,73201,1940.29%+1,194
WISDOMTREE TR(WT)059,712+59,71203,0030.72%+3,003
ISHARES INC034,194+34,19401,0860.26%+1,086
ISHARES TR033,530+33,53001,0810.26%+1,081
PROCTER AND GAMBLE CO(PG)57,75658,801+1,0458,4649,5402.30%+1,077
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
022,312+22,31201,0230.25%+1,023
ISHARES TR014,065+14,06501,0140.24%+1,014
ALPHABET INC(GOOG)06,651+6,65101,0130.24%+1,013
ISHARES INC031,363+31,36301,0090.24%+1,009
SPDR SER TR
ST SHO TREAS ETF
094,011+94,01102,7190.66%+2,719
FIRST TR VALUE LINE DIVID IN
SHS
023,659+23,65909990.24%+999
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0130,767+130,76705,7011.37%+5,701
WISDOMTREE TR(WT)021,590+21,59009920.24%+992
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
016,512+16,51209550.23%+955
BERKSHIRE HATHAWAY INC DEL02,270+2,27009550.23%+955
SPDR SER TR
ST STR P500ETF
68,34277,455+9,1133,8204,7661.15%+946
PACER FDS TR
US CASH COWS 100
016,246+16,24609440.23%+944
SPDR INDEX SHS FDS
ST STR PO EX ETF
135,089154,160+19,0714,5945,5251.33%+931
INVESCO ACTIVELY MANAGED ETF
ACTIVE US REAL
010,545+10,54509300.22%+930
VANGUARD INDEX FDS05,767+5,76708990.22%+899
VANGUARD INTL EQUITY INDEX F021,335+21,33508910.21%+891
SPDR SER TR
ST STR R1K YLD
08,194+8,19408900.21%+890
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
015,480+15,48008880.21%+888
VANGUARD INDEX FDS05,979+5,97901,3670.33%+1,367
UNITI GROUP INC0144,504+144,50408530.21%+853
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
09,021+9,02108520.21%+852
ISHARES INC
MSCI EMRG CHN
014,202+14,20208180.20%+818
AFLAC INC(AFL)09,403+9,40308070.19%+807
ISHARES TR
US TREAS BD ETF
0210,339+210,33904,7891.15%+4,789
PACER FDS TR
GLOBL CASH ETF
087,185+87,18503,0250.73%+3,025
VANGUARD INDEX FDS03,270+3,27007710.19%+771
MPLX LP(MPLX)018,549+18,54907710.19%+771
ISHARES TR04,596+4,59607300.18%+730
WISDOMTREE TR(WT)024,730+24,73007290.18%+729
INTERNATIONAL BUSINESS MACHS(IBM)03,815+3,81507290.18%+729
ISHARES TR02,686+2,68607270.18%+727
SELECT SECTOR SPDR TR
ST STR ENERG ETF
019,633+19,63301,8540.45%+1,854
ISHARES TR06,003+6,00306850.17%+685
ISHARES TR03,241+3,24106820.16%+682
DBX ETF TR013,057+13,05706810.16%+681
ISHARES TR023,423+23,42302,4310.59%+2,431
ENERGY TRANSFER L P(ET)042,224+42,22406640.16%+664
SCHWAB STRATEGIC TR07,152+7,15206630.16%+663
PENNANTPARK FLOATING RATE CA(PFLA)055,800+55,80006350.15%+635
LTC PPTYS INC(LTC)019,233+19,23306250.15%+625
ISHARES TR
MSCI SAUDI ARBIA
014,152+14,15206250.15%+625
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,919+4,91906200.15%+620
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
11,44516,349+4,9041,1221,7410.42%+619
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
045,884+45,88402,4520.59%+2,452
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