Strategic Financial Concepts, LLC - Q42025 Holdings
Strategic Financial Concepts, LLC holds 126 stocks with a total portfolio value of $ 109.39M as of Q42025. In Q42025, Strategic Financial Concepts, LLC added 58 new positions, increased stakes in 28 stocks, reduced 40 holdings, and fully exited 198 positions. The largest holding is Ishares Tr (IVV), representing 6.02% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options