Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FINANCIAL CONCEPTS LLC | 04-22-2024 | 03-31-2024 | 313 | 415,080,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 101 | $955,413 | 16,512 | 0.00 | 16,512 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $954,586 | 2,270 | 0.00 | 2,270 | +Inf | 03-31-2024 | |
| PACER FDS TR | US CASH COWS 100 | 103 | $944,081 | 16,246 | 0.00 | 16,246 | +Inf | 03-31-2024 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 104 | $941,344 | 18,659 | 0.00 | 0.00 | 10,018 | 115.94 | 03-31-2024 |
