Fund HoldingsStrategic Financial Concepts, LLC

Total Portfolio Value
$171.71M
Total Bought
$258.65M
Total Sold
$6.25M
Net Transaction
+$252.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
77,4551,129,871+1,052,4164,7665,1573.00%+392
ALPS ETF TR
ALERIAN MLP
0101,202+101,20203470.20%+347
SPDR SER TR
ST SHO TREAS ETF
94,011105,391+11,3802,7193,0431.77%+324
ABRDN SILVER ETF TRUST09,453+9,45302630.15%+263
VANECK ETF TRUST
IG FLOA RATE ETF
06,223,357+6,223,35702440.14%+244
NUSHARES ETF TR
NUVEEN ESG LRGCP
02,834+2,83402300.13%+230
AGNICO EAGLE MINES LTD(AEM)03,137+3,13702050.12%+205
POWERSHARES ACTIVELY MANAGED
ULTRA SHRT DUR
010,019+10,01902010.12%+201
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
029,211+29,21108690.51%+869
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0104,205+104,20501750.10%+175
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0278,612+278,61201750.10%+175
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
045,021+45,02101610.09%+161
SKYWORKS SOLUTIONS INC(SWKS)025,022+25,02201580.09%+158
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
018,518+18,51801560.09%+156
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
029,543+29,54301440.08%+144
NEXTERA ENERGY INC(NEE)069,981+69,98101440.08%+144
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
082,415+82,41501410.08%+141
SPDR SER TR
ST STR P500GRW
0597,683+597,68301,2170.71%+1,217
HEWLETT PACKARD ENTERPRISE C(HPE)020,849+20,84901380.08%+138
BOEING CO(BA)022,612+22,61201370.08%+137
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0195,620+195,62001170.07%+117
COCA COLA CO(KO)0107,427+107,42701160.07%+116
WELLS FARGO CO NEW(WFC)028,937+28,93701150.07%+115
GLOBAL X FDS
SUPERDIVIDEND
01,191,909+1,191,90901140.07%+114
ISHARES TR044,003+44,00301130.07%+113
VERITEX HLDGS INC017,715+17,71501110.06%+111
ISHARES TR
MSCI USA MIN ETF
041,826+41,82601100.06%+110
PHILIP MORRIS INTL INC(PM)024,483+24,48301080.06%+108
VANECK ETF TRUST
SEMICONDUCTR ETF
0123,870+123,87001060.06%+106
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
9,021256,235+247,2148529570.56%+106
FIRST TR EXCHANGE-TRADED FD016,451+16,45101030.06%+103
PFIZER INC(PFE)0135,072+135,07201020.06%+102
SHERWIN WILLIAMS CO(SHW)062,937+62,93701010.06%+101
PHILLIPS 66(PSX)018,369+18,36901000.06%+100
GE AEROSPACE(GE)0118,093+118,0930990.06%+99
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
025,598+25,5980930.05%+93
HP INC(HPQ)020,002+20,0020930.05%+93
ISHARES TR015,406+15,4060900.05%+90
GLOBAL X FDS
S&P 500 QLT ETF
016,644+16,6440830.05%+83
GENERAL MLS INC(GIS)014,387+14,3870810.05%+81
DELTA AIR LINES INC DEL(DAL)075,130+75,1300780.05%+78
SOUTHWEST AIRLS CO(LUV)017,366+17,3660760.04%+76
BP PLC(BP)039,797+39,7970760.04%+76
ISHARES TR077,820+77,8200740.04%+74
ISHARES INC
CORE MSCI EMKT
0136,055+136,0550720.04%+72
ISHARES TR015,459+15,4590710.04%+71
ISHARES TR
MSCI USA VALUE
042,885+42,8850690.04%+69
ISHARES TR0103,966+103,9660690.04%+69
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
0730,656+730,65603060.18%+306
FLEXSHARES TR
INTL QLTDV IDX
053,031+53,0310640.04%+64
VANGUARD BD INDEX FDS0119,288+119,2880600.03%+60
RTX CORPORATION(RTX)019,290+19,2900590.03%+59
FREEPORT-MCMORAN INC(FCX)060,308+60,3080570.03%+57
PACER FDS TR
TRENDPILOT 100
011,552+11,5520550.03%+55
HALLIBURTON CO(HAL)014,287+14,2870540.03%+54
REALTY INCOME CORP(O)043,518+43,5180530.03%+53
SCHLUMBERGER LTD(SLB)063,267+63,2670510.03%+51
WEC ENERGY GROUP INC(WEC)0122,171+122,1710500.03%+50
AT&T INC(T)0131,813+131,81307580.44%+758
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
090,760+90,7600480.03%+48
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
032,059+32,05901,8871.10%+1,887
GOLDMAN SACHS GROUP INC(GS)030,445+30,4450480.03%+48
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
044,942+44,9420460.03%+46
HONEYWELL INTL INC(HON)0154,621+154,6210450.03%+45
GSK PLC(GSK)0334,578+334,5780450.03%+45
ASML HOLDING N V
N Y REGISTRY SHS
068,862+68,8620440.03%+44
CSX CORP(CSX)097,752+97,7520440.03%+44
LUMEN TECHNOLOGIES INC(LUMN)0112,282+112,2820420.02%+42
ABBOTT LABS0111,649+111,6490410.02%+41
AIRBNB INC047,799+47,7990400.02%+40
EATON CORP PLC(ETN)070,288+70,2880400.02%+40
ISHARES TR017,874+17,8740400.02%+40
ISHARES TR023,687+23,6870400.02%+40
NORTHROP GRUMMAN CORP(NOC)010,850+10,8500400.02%+40
DOW INC(DOW)061,967+61,9670400.02%+40
SOFI TECHNOLOGIES INC(SOFI)010,047+10,0470400.02%+40
C3 AI INC(AI)017,311+17,3110390.02%+39
COMCAST CORP NEW(CCZ)069,263+69,2630380.02%+38
TOTALENERGIES SE(TTE)030,633+30,6330380.02%+38
VANGUARD INTL EQUITY INDEX F011,146+11,1460380.02%+38
ARES CAPITAL CORP(ARCC)090,976+90,9760380.02%+38
SPDR INDEX SHS FDS
ST STR MSCI GLB
012,116+12,1160370.02%+37
DOLLAR GEN CORP NEW(DG)028,917+28,9170370.02%+37
NOVARTIS AG(NVS)030,709+30,7090350.02%+35
FEDERATED HERMES ETF TRUST
US STRATEGIC DIV
014,727+14,7270340.02%+34
ISHARES TR
FUTU AI TECH ETF
026,757+26,7570340.02%+34
ISHARES TR0112,211+112,2110340.02%+34
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
0186,552+186,55204490.26%+449
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
019,827+19,8270330.02%+33
SANOFI(SNY)025,895+25,8950330.02%+33
VANGUARD BD INDEX FDS0104,046+104,0460320.02%+32
EMERSON ELEC CO(EMR)021,228+21,2280320.02%+32
FIRST TR EXCHANGE-TRADED FD039,351+39,3510310.02%+31
TRUMP MEDIA & TECHNOLOGY GRO(DJT)011,728+11,7280310.02%+31
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
031,143+31,1430310.02%+31
ARCHER DANIELS MIDLAND CO031,039+31,0390310.02%+31
DIMENSIONAL ETF TRUST
WORLD EX US CORE
036,005+36,0050310.02%+31
ISHARES TR
MSCI USA MMENTM
066,558+66,5580310.02%+31
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0110,539+110,5390290.02%+29
FEDEX CORP(FDX)036,769+36,7690290.02%+29
Page 1 of 1