Flp Wealth Management, LLC Portfolio Holdings by Sector
Flp Wealth Management, LLC
- $36 Billion
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SIVR MUB IEF IWY IEI QUAL ZROZ SPTL 46 stocks |
$25.1 Million
76.09% of portfolio
|
  28  
|
  18  
|
  13  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$4.42 Million
13.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$1.76 Million
5.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$496,802
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$379,667
1.15% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$308,646
0.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$282,660
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$245,458
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|