Portfolio (Quarterly)
Guide ↗
Strategic Financial Concepts, LLC
· CIK 0001870686| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 16,405 | $184K | 0.04% | SOLD |
| 82 | UUUU | ENERGY FUELS INC | Energy | 29,633 | $183K | 0.04% | SOLD |
| 83 | SAN | BANCO SANTANDER SA | Financial Services | 16,067 | $181K | 0.04% | SOLD |
| 84 | UEC | URANIUM ENERGY CORP | Energy | 25,150 | $175K | 0.04% | SOLD |
| 85 | NZF | NUVEEN MUN CR INCOME FD | Financial Services | 14,000 | $171K | 0.04% | SOLD |
| 86 | SOUN | SOUNDHOUND AI INC | Technology | 13,720 | $145K | 0.04% | SOLD |
| 87 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 17,274 | $130K | 0.03% | SOLD |
Sector Allocation
Technology
31.1%
Financial Services
20.7%
Consumer Cyclical
20.4%
Energy
7.1%
Communication Services
5.7%
Real Estate
4.2%
Consumer Defensive
4.2%
Healthcare
3.5%
Industrials
2.4%
Utilities
0.7%