13F Filings History of FINANCIAL MANAGEMENT CONCEPTS CORP /ADV

Latest 13F report
Q4 2021 - 14 Feb 2022
Value $
$137,168,000
Signature - Title
Jeffrey Kelvin - Chief Compliance Officer
Location
Winter Springs, FL
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL MANAGEMENT CONCEPTS CORP /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL MANAGEMENT CONCEPTS CORP /ADV reported 29 stock holdings with total value $137,168,000 as of Q4 2021. Top holdings included VCR, VGT, SCHP, VOO, and RSPN.

Notify me when FINANCIAL MANAGEMENT CONCEPTS CORP /ADV files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 29 $137,168,000 +$35,290,365 -$25,946,868 +$9,343,497 VCR, VGT, SCHP, VOO, RSPN 13F-HR 14 Feb 2022, 09:45
Q3 2021 27 $125,393,000 +$4,675,442 -$240,275 +$4,435,167 VCR, VGT, PDBC, AGG, RSPN 13F-HR 12 Nov 2021, 10:23
Q2 2021 28 $123,051,000 +$32,489,333 -$28,078,798 +$4,410,535 VCR, VGT, PDBC, AGG, VOX 13F-HR 06 Aug 2021, 12:35
Q1 2021 26 $111,089,000 +$27,864,383 -$26,256,743 +$1,607,640 VCR, VGT, AIA, VB, RSPN 13F-HR 01 Jun 2021, 08:59
Q4 2020 20 $103,201,000 $0 $0 $0 VCR, NOBL, VGT, RSPH, RSPN 13F-HR 23 Feb 2021, 09:09