Flp Wealth Management, LLC Reduced Holdings in Q3 2025

Flp Wealth Management, LLC

  • $36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-47.3K
- 96.27%
$25.67 - $27.21 $1.21M - $1.29M
1.83K $836M
MUB
Ishares National Muni Bond ETF

ETFs
-11.4K
- 64.11%
$103.24 - $106.68 $1.18M - $1.22M
6.39K $1.65B
TFLO
Ishares Treasury Floating Rate

ETFs
-14.5K
- 95.34%
$50.45 - $50.65 $730K - $733K
708 $589M
ILCG
Ishares Morningstar Growth ETF
-2.61K
- 65.81%
N/A
1.36K $231M
EFV
Msci Eafe Value ETF

ETFs
-3.74K
- 28.98%
$62.79 - $68.42 $235K - $256K
9.16K $729M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-4.26K
- 61.65%
$67.1 - $74.29 $286K - $316K
2.65K $387M
Blackrock ETF Trust
-5.55K
- 60.42%
N/A
3.64K $249M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-8.27K
- 58.54%
$54.35 - $59.32 $450K - $491K
5.86K $707M
IEF
Ishares Barclays

ETFs
-15.5K
- 89.4%
$93.91 - $97.26 $1.45M - $1.5M
1.83K $1.61B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-7.15K
- 77.88%
$117.65 - $120.08 $842K - $859K
2.03K $1.05B
Blackrock ETF Trust Ii
-2.28K
- 49.92%
N/A
2.29K $226M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.5K
- 83.04%
$82.38 - $83.0 $535K - $539K
1.33K $633M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-8.01K
- 85.82%
$27.49 - $29.67 $220K - $238K
1.32K $257M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-186
- 5.27%
$70.16 - $73.96 $13K - $13.8K
3.34K $256M
VGSH
Vanguard

ETFs
-1.94K
- 25.16%
$58.43 - $58.88 $113K - $114K
5.77K $465M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.71K
- 72.68%
$72.01 - $74.44 $267K - $276K
1.4K $399M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.87K
- 85.46%
$45.6 - $46.92 $313K - $322K
1.17K $425M
Blackrock ETF Trust Ii
-4.19K
- 66.48%
N/A
2.12K $367M
RKT
Rocket Companies, Inc.

Financial Services
-16.7K
- 98.18%
$13.31 - $21.16 $223K - $354K
310 $309M
IWX
Ishares Tr Russell 200 Value E

ETFs
-671
- 9.35%
$83.04 - $87.88 $55.7K - $59K
6.5K $741M
WMT
Walmart Inc.

Consumer Defensive
-39.9K
- 93.47%
$94.4 - $104.27 $3.76M - $4.16M
2.78K $4.42B
PHYS
Sprott Physical Gold Trust

Financial Services
-59.4K
- 99.8%
$25.02 - $29.62 $1.49M - $1.76M
118 $1.76B
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-7.65K
- 87.56%
$62.57 - $69.12 $479K - $529K
1.09K $845M
Capitol Ser Tr
-43.3K
- 97.14%
N/A
1.27K $1.44B
SIVR
Abrdn Silver ETF Trust

ETFs
-48.4K
- 99.63%
$34.34 - $44.62 $1.66M - $2.16M
178 $2.16B
Activity Summary
Buys All Purchases 35 New Holdings 16 Increased Positions 19 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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