Fund HoldingsStrategic Financial Concepts, LLC

Total Portfolio Value
$313.98M
Total Bought
$3.31M
Total Sold
$320.98M
Net Transaction
-$317.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERICAN CENTY ETF TR0170,269+170,269016,2015.16%+16,201
SPDR SER TR
ST STR BLO 1 ETF
0167,420+167,420015,3714.90%+15,371
T ROWE PRICE ETF INC
ULTRA SHRT TRM
0221,304+221,304011,0123.51%+11,012
VANGUARD SPECIALIZED FUNDS052,979+52,979010,4933.34%+10,493
VANGUARD INDEX FDS038,797+38,797010,9863.50%+10,986
VANGUARD TAX-MANAGED FDS0183,797+183,79709,7063.09%+9,706
VANECK ETF TRUST
IG FLOA RATE ETF
6,223,357346,493-5,876,8642448,8252.81%+8,581
TESLA INC(TSLA)023,477+23,47706,1421.96%+6,142
VANGUARD INDEX FDS015,807+15,80706,0691.93%+6,069
VANGUARD INDEX FDS015,993+15,99308,4392.69%+8,439
APPLE INC(AAPL)037,931+37,93108,8382.81%+8,838
AMERICAN CENTY ETF TR081,210+81,21005,4441.73%+5,444
AMERICAN CENTY ETF TR0124,551+124,55105,2951.69%+5,295
SCHWAB STRATEGIC TR075,235+75,23505,0051.59%+5,005
VANGUARD INDEX FDS016,513+16,51302,8830.92%+2,883
SPDR S&P 500 ETF TR(SPY)05,848+5,84803,3551.07%+3,355
FIRST FINL BANKSHARES INC(FFIN)077,817+77,81702,8800.92%+2,880
VANGUARD INDEX FDS09,876+9,87602,6000.83%+2,600
SCHWAB STRATEGIC TR063,668+63,66802,6180.83%+2,618
AMERICAN CENTY ETF TR039,521+39,52102,5530.81%+2,553
ISHARES TR072,116+72,11604,4941.43%+4,494
T ROWE PRICE ETF INC
CAP APPRECIATION
073,447+73,44702,4420.78%+2,442
AMAZON COM INC(AMZN)021,401+21,40103,9881.27%+3,988
SPDR SER TR
ST STR SP600 SML
086,957+86,95703,9571.26%+3,957
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
040,085+40,08507,1822.29%+7,182
ISHARES TR030,496+30,49603,0720.98%+3,072
VANECK ETF TRUST
GOLD MINERS ETF
047,815+47,81501,9040.61%+1,904
VANGUARD WORLD FD
INF TECH ETF
03,081+3,08101,8070.58%+1,807
VANGUARD INDEX FDS07,014+7,01401,7080.54%+1,708
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
028,310+28,31001,6850.54%+1,685
ISHARES TR019,728+19,72801,5480.49%+1,548
SCHWAB STRATEGIC TR037,862+37,86203,2001.02%+3,200
INVESCO EXCH TRADED FD TR II
SR LN ETF
072,755+72,75501,5290.49%+1,529
MICROSOFT CORP(MSFT)04,642+4,64201,9970.64%+1,997
VANGUARD INTL EQUITY INDEX F030,476+30,47601,4580.46%+1,458
ALLSTATE CORP(ALL)07,381+7,38101,4000.45%+1,400
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
023,076+23,07604,6351.48%+4,635
SCHWAB STRATEGIC TR044,501+44,50102,2920.73%+2,292
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
019,574+19,57401,1970.38%+1,197
ISHARES TR013,022+13,02201,1570.37%+1,157
GLOBAL X FDS
SUPERDIVIDEND
1,191,90953,054-1,138,8551141,2490.40%+1,135
LOWES COS INC(LOW)04,986+4,98601,3500.43%+1,350
WALMART INC(WMT)019,356+19,35601,5630.50%+1,563
ALPHABET INC(GOOG)07,318+7,31801,2140.39%+1,214
ISHARES INC033,198+33,19801,1230.36%+1,123
SPDR SER TR
ST STR PR SP1500
016,248+16,24801,1380.36%+1,138
ISHARES INC031,311+31,31101,1050.35%+1,105
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,064+5,06401,1430.36%+1,143
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
017,821+17,82101,0730.34%+1,073
VANGUARD BD INDEX FDS030,109+30,10902,2620.72%+2,262
FIRST TR VALUE LINE DIVID IN
SHS
024,260+24,26001,1040.35%+1,104
VANGUARD INDEX FDS06,433+6,43301,5260.49%+1,526
ISHARES TR033,337+33,33701,1080.35%+1,108
WISDOMTREE TR(WT)022,329+22,32901,0200.33%+1,020
INVESCO ACTIVELY MANAGED EXC
ACTIVE US REAL
010,372+10,37201,0220.33%+1,022
VANGUARD INDEX FDS04,855+4,85509750.31%+975
VANGUARD INDEX FDS05,612+5,61209410.30%+941
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
017,793+17,79309770.31%+977
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
730,65614,883-715,7733061,1440.36%+839
ALPHABET INC(GOOG)06,169+6,16901,0310.33%+1,031
MPLX LP(MPLX)018,913+18,91308410.27%+841
UNITI GROUP INC0176,541+176,54109960.32%+996
WISDOMTREE TR(WT)025,246+25,24608340.27%+834
ISHARES TR04,834+4,83408060.26%+806
DBX ETF TR014,349+14,34907860.25%+786
WISDOMTREE TR(WT)014,773+14,77307610.24%+761
ISHARES INC
MSCI EMRG CHN
012,451+12,45107610.24%+761
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
08,320+8,32007400.24%+740
SPDR SER TR
ST STR R1K YLD
07,678+7,67808610.27%+861
SPDR SER TR
ST STR SP600GRWO
07,602+7,60207080.23%+708
ISHARES TR03,351+3,35107400.24%+740
PROSHARES TR
S&P 500 DV ARIST
029,857+29,85703,1881.02%+3,188
LTC PPTYS INC(LTC)019,027+19,02706980.22%+698
ENERGY TRANSFER L P(ET)044,865+44,86507200.23%+720
AFLAC INC(AFL)06,862+6,86207670.24%+767
PENNANTPARK FLOATING RATE CA(PFLA)061,300+61,30007090.23%+709
ISHARES TR05,884+5,88406900.22%+690
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
06,067+6,06706410.20%+641
AGNC INVT CORP(AGNC)066,421+66,42106950.22%+695
BERKSHIRE HATHAWAY INC DEL01,723+1,72307930.25%+793
SCHWAB STRATEGIC TR06,044+6,04406300.20%+630
VANECK ETF TRUST
FALLEN ANGEL HG
020,574+20,57406050.19%+605
INTERNATIONAL BUSINESS MACHS(IBM)02,978+2,97806580.21%+658
META PLATFORMS INC(META)01,222+1,22206990.22%+699
AMERICAN CENTY ETF TR07,314+7,31405400.17%+540
QUALCOMM INC(QCOM)03,415+3,41505810.18%+581
DELEK LOGISTICS PARTNERS LP(DKL)012,096+12,09605290.17%+529
SELECT SECTOR SPDR TR
ST STR FINL ETF
012,832+12,83205820.19%+582
COSTCO WHSL CORP NEW(COST)0792+79207020.22%+702
GUARANTY BANCSHARES INC TEX014,775+14,77505080.16%+508
CORNERSTONE STRATEGIC VALUE(CLM)072,500+72,50005570.18%+557
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,308+4,30805830.19%+583
SIMON PPTY GROUP INC NEW(SPG)02,751+2,75104650.15%+465
SPDR SER TR
ST STR SP400VAL
05,919+5,91904700.15%+470
VANGUARD INDEX FDS01,705+1,70504560.15%+456
SCHWAB STRATEGIC TR08,586+8,58604600.15%+460
ALPS ETF TR
SECTR DIV DOGS
07,784+7,78404590.15%+459
ELI LILLY & CO(LLY)0536+53604750.15%+475
ISHARES TR
MSCI USA QLT FCT
02,765+2,76504960.16%+496
ISHARES TR01,549+1,54904400.14%+440
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