Flaharty Asset Management, LLC Incresed Positions in Q3 2025

Flaharty Asset Management, LLC

  • $728 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.05K
+ 2.8%
$420.11 - $472.68 $1.28M - $1.44M
112K $52.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.49K
+ 3.98%
$192.76 - $203.86 $1.64M - $1.73M
222K $45.2M
TDIV
First Trust Nasdaq Technology

ETFs
6.3K
+ 2.33%
$89.27 - $100.33 $563K - $632K
276K $27.3M
XLF
Financial Sector Spdr

ETFs
29.5K
+ 4.65%
$51.37 - $54.25 $1.51M - $1.6M
664K $35.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.4K
+ 5.62%
$136.48 - $142.97 $1.55M - $1.63M
214K $29.9M
FTGC
First Trust Global Tactical CO

ETFs
48.8K
+ 5.25%
$24.67 - $26.32 $1.2M - $1.28M
979K $25.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.6K
+ 4.83%
$100.16 - $100.7 $2.16M - $2.17M
468K $47.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.88K
+ 3.97%
$284.45 - $324.95 $535K - $612K
49.3K $15.8M
XLI
Industrial Sector Spdr

ETFs
7.14K
+ 4.34%
$147.94 - $154.99 $1.06M - $1.11M
172K $26.5M
XCEM
Columbia ETF Tr Ii

ETFs
9.67K
+ 1.23%
$33.85 - $36.86 $327K - $356K
799K $29M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.4K
+ 3.86%
$90.83 - $93.81 $940K - $971K
279K $26M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.63K
+ 4.68%
$122.57 - $132.57 $567K - $613K
103K $13.4M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
28.3K
+ 4.16%
$28.77 - $29.79 $814K - $842K
708K $21M
MSFT
Microsoft Corp

Technology
1.13K
+ 12.68%
$491.09 - $535.64 $553K - $604K
10K $5.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.52K
+ 8114.71%
$108.08 - $121.73 $596K - $672K
5.59K $673K
JPM
Jpmorgan Chase & CO

Financial Services
1.89K
+ 133.64%
$282.78 - $316.06 $535K - $598K
3.31K $1.04M
AAPL
Apple Inc.

Technology
258
+ 2.57%
$202.38 - $256.87 $52.2K - $66.3K
10.3K $2.62M
ORCL
Oracle Corp

Technology
1.38K
+ 93.18%
$218.96 - $328.33 $302K - $453K
2.86K $804K
NVDA
Nvidia Corp

Technology
206
+ 1.49%
$153.3 - $186.58 $31.6K - $38.4K
14K $2.61M
TSLA
Tesla, Inc.

Consumer Cyclical
214
+ 12.44%
$293.94 - $444.72 $62.9K - $95.2K
1.93K $860K
XOM
Exxon Mobil Corp

Energy
2.47K
+ 53.95%
$105.83 - $117.22 $262K - $290K
7.06K $796K
MSTR
Microstrategy Inc

Technology
1K
+ 219.78%
$300.7 - $455.9 $301K - $456K
1.46K $468K
UNH
Unitedhealth Group Inc

Healthcare
480
+ 35.35%
$237.77 - $353.61 $114K - $170K
1.84K $634K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.52K
+ 18.88%
$97.75 - $100.75 $148K - $153K
9.54K $956K
MRK
Merck & Co., Inc.

Healthcare
1.32K
+ 83.69%
$77.6 - $87.37 $103K - $116K
2.91K $243K
VNQ
Vanguard Specialized Funds Van

ETFs
751
+ 4.27%
$88.47 - $93.24 $66.4K - $70K
18.3K $1.68M
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 30.13%
$66.2 - $71.79 $99.4K - $108K
6.48K $443K
MS
Morgan Stanley

Financial Services
216
+ 12.05%
$139.09 - $161.16 $30K - $34.8K
2.01K $319K
VTI
Vanguard Total Stock Market Et

ETFs
100
+ 10.06%
$303.93 - $329.86 $30.4K - $33K
1.09K $359K
VTV
Vanguard Value ETF

ETFs
252
+ 28.87%
$175.51 - $186.57 $44.2K - $47K
1.13K $209K
MUB
Ishares National Muni Bond ETF

ETFs
138
+ 2.01%
$103.24 - $106.68 $14.2K - $14.7K
7.02K $747K
T
At&T Inc.

Communication Services
923
+ 9.28%
$26.94 - $29.62 $24.9K - $27.3K
10.9K $307K
SUB
Ishares Short Term National Mu

ETFs
138
+ 5.83%
$106.17 - $107.3 $14.7K - $14.8K
2.51K $267K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.1%
$79.99 - $90.14 $400 - $451
5K $417K
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.22%
$150.47 - $161.22 $6.47K - $6.93K
3.56K $546K
Activity Summary
Buys All Purchases 85 New Holdings 49 Increased Positions 36 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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