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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 151 | $578,851 | 13,743 | 0.00 | 13,743 | +Inf | 03-31-2024 | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 152 | $569,791 | 10,505 | 0.00 | 10,505 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 153 | $555,461 | 6,281 | 0.00 | 6,281 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 154 | $542,969 | 7,111 | 0.00 | 0.00 | 3,620 | 103.70 | 03-31-2024 |
