test

Aryn Sands

@Strategic Financial Concepts, Llc

Latest period2024 - Q3ReportedManaged Assets$313.979MTotal holdings244
Assets growth rate-99.81%Assets growth rate (2-Q avg)20583.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Concepts, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Concepts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 313.979M in assets, with a quarterly growth rate of -99.81% and a 2-quarter average growth rate of 20583.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -98.63%
1.09%
$3.395M
27,958 shares@ $121.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -99.77%
1.07%
$3.355M
5,848 shares@ $573.79 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -98.78%
1.02%
$3.2M
37,862 shares@ $84.54 avg price
NOBLProshares Tr
Recent Activity
Decreased -98.92%
1.02%
$3.188M
29,857 shares@ $106.76 avg price
SGOVIshares Tr
Recent Activity
Decreased -99.25%
0.98%
$3.072M
30,496 shares@ $100.72 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -99.38%
0.92%
$2.883M
16,513 shares@ $174.58 avg price
FFINFirst Finl Bankshares Inc
Recent Activity
Decreased -97.39%
0.92%
$2.88M
77,817 shares@ $37.02 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -97.42%
0.84%
$2.618M
63,668 shares@ $41.13 avg price
VVVanguard Index Fds
Recent Activity
Decreased -99.59%
0.83%
$2.6M
9,876 shares@ $263.29 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -98.16%
0.82%
$2.553M
39,521 shares@ $64.61 avg price