Flaharty Asset Management, LLC Incresed Positions in Q1 2025

Flaharty Asset Management, LLC

  • $639 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
146K
+ 929.77%
$128.78 - $141.67 $18.9M - $20.8M
162K $21.3M
XLF
Financial Sector Spdr

ETFs
162K
+ 35.7%
$47.32 - $52.19 $7.64M - $8.43M
614K $30.6M
XCEM
Columbia ETF Tr Ii

ETFs
289K
+ 58.73%
$29.18 - $30.72 $8.42M - $8.86M
780K $23M
KORP
American Centy ETF Tr Diversif

ETFs
157K
+ 35.17%
$45.26 - $47.12 $7.11M - $7.41M
604K $28.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
23K
+ 9.55%
$89.27 - $92.9 $2.06M - $2.14M
264K $24.4M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
67.8K
+ 11.28%
$28.27 - $29.28 $1.92M - $1.99M
669K $19.4M
RDVY
First Trust Rising Dividend Ac

ETFs
36.8K
+ 152.43%
$57.22 - $63.39 $2.11M - $2.33M
61K $3.57M
MDIV
First Trust Multi Asset Divers

ETFs
101K
+ 6.9%
$16.02 - $16.68 $1.62M - $1.69M
1.57M $25.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
38.3K
+ 6.13%
$50.48 - $51.04 $1.93M - $1.95M
662K $33.6M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
76.6K
+ 12.49%
$22.41 - $23.19 $1.72M - $1.78M
690K $15.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.2K
+ 9.19%
$50.39 - $50.66 $1.27M - $1.28M
299K $15.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
24.9K
+ 8.94%
$49.22 - $51.73 $1.22M - $1.29M
303K $15.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
75.7K
+ 8.16%
$19.04 - $20.15 $1.44M - $1.52M
1M $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 87.68%
$190.26 - $242.06 $452K - $575K
5.09K $968K
MSTR
Microstrategy Inc

Technology
1.1K
+ 37.23%
$239.27 - $396.5 $263K - $436K
4.06K $1.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.92K
+ 0.45%
$100.32 - $100.76 $192K - $193K
432K $43.5M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.22%
$142.06 - $167.7 $3.55K - $4.19K
11.5K $1.91M
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
+ 136.07%
$222.15 - $428.22 $298K - $575K
2.33K $603K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
2K
+ 40.0%
$60.74 - $73.87 $121K - $148K
7K $517K
VNQ
Vanguard Specialized Funds Van

ETFs
1.38K
+ 8.92%
$85.55 - $94.34 $118K - $130K
16.8K $1.52M
OPRT
Oportun Financial Corp

Financial Services
10K
+ 20.0%
$3.61 - $8.7 $36.1K - $87K
60K $329K
SCCO
Southern Copper Corp

Basic Materials
1.32K
+ 48.85%
$85.92 - $101.48 $113K - $134K
4.02K $375K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
717
+ 3.38%
$48.65 - $53.06 $34.9K - $38K
21.9K $1.14M
INTC
Intel Corp

Technology
3.13K
+ 27.9%
$19.1 - $27.39 $59.7K - $85.6K
14.3K $325K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.13%
$725.72 - $929.72 $1.45K - $1.86K
1.5K $1.24M
TIP
Ishares Tr Tips Bd ETF

ETFs
470
+ 11.76%
$106.22 - $111.09 $49.9K - $52.2K
4.47K $496K
PAVE
Global X Fds Us Infrastructure

ETFs
1.6K
+ 27.66%
$37.31 - $43.82 $59.7K - $70.1K
7.39K $278K
BAC
Bank Of America Corp

Financial Services
1.36K
+ 15.29%
$39.61 - $47.74 $54K - $65.1K
10.3K $428K
META
Meta Platforms, Inc.

Communication Services
66
+ 16.75%
$576.36 - $736.67 $38K - $48.6K
460 $265K
CRMT
Americas Carmart Inc

Consumer Cyclical
1.5K
+ 21.43%
$38.0 - $51.15 $57K - $76.7K
8.5K $385K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5
+ 0.06%
$95.85 - $99.25 $479 - $496
8.03K $793K
MUB
Ishares National Muni Bond ETF

ETFs
212
+ 3.18%
$104.71 - $107.69 $22.2K - $22.8K
6.88K $725K
WMT
Walmart Inc.

Consumer Defensive
233
+ 3.74%
$84.5 - $105.05 $19.7K - $24.5K
6.46K $567K
NEE
Nextera Energy Inc

Utilities
100
+ 2.75%
$66.96 - $76.16 $6.7K - $7.62K
3.74K $264K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
285
+ 7.19%
$57.21 - $65.8 $16.3K - $18.8K
4.25K $247K
RYU
Invesco S&P 500 Equal Weight U

ETFs
9
+ 0.06%
N/A
15.5K $0
Janus Detroit Str Tr
30.5K
+ 9.43%
N/A
354K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
68.2K
+ 20.37%
N/A
403K $0
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.18%
$524.81 - $672.19 $2.62K - $3.36K
427 $233K
MS
Morgan Stanley

Financial Services
65
+ 3.61%
$111.68 - $141.08 $7.26K - $9.17K
1.87K $217K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.1%
$78.2 - $90.39 $391 - $452
4.99K $410K
RWK
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.33%
$106.43 - $123.29 $745 - $863
2.15K $232K
AVUV
American Centy ETF Tr Avantis

ETFs
17.8K
+ 10.45%
$84.95 - $100.62 $1.51M - $1.79M
188K $16.4M
GOOG
Alphabet Inc.

Communication Services
317
+ 10.71%
$156.06 - $207.71 $49.5K - $65.8K
3.28K $511K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.35K
+ 5.38%
$16.57 - $18.85 $88.7K - $101K
105K $1.74M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.2K
+ 2.43%
$39.02 - $42.89 $46.8K - $51.4K
50.6K $2M
NVDA
Nvidia Corp

Technology
1.71K
+ 14.59%
$106.98 - $149.43 $183K - $256K
13.5K $1.46M
MSFT
Microsoft Corp

Technology
28
+ 0.31%
$375.39 - $447.2 $10.5K - $12.5K
9.09K $3.41M
Activity Summary
Buys All Purchases 434 New Holdings 385 Increased Positions 49 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Flaharty Asset Management, LLC Portfolio

Follow Flaharty Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flaharty Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flaharty Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email