Flaharty Asset Management, LLC New Holdings in Q1 2025

Flaharty Asset Management, LLC

  • $639 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
731
New
$53.9 - $63.11 $39.4K - $46.1K
731 $44K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.95K
New
$22.83 - $23.75 $44.5K - $46.3K
1.95K $44K
SM
Sm Energy CO

Energy
1.5K
New
$27.15 - $44.69 $40.7K - $67K
1.5K $44K
C
Citigroup Inc

Financial Services
602
New
$67.23 - $84.63 $40.5K - $50.9K
602 $42K
IAU
Ishares Gold Trust

ETFs
697
New
$49.74 - $58.96 $34.7K - $41.1K
697 $41K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
485
New
$81.83 - $82.73 $39.7K - $40.1K
485 $40K
MCK
Mckesson Corp

Healthcare
58
New
$566.21 - $672.99 $32.8K - $39K
58 $39K
STZ
Constellation Brands, Inc.

Consumer Defensive
215
New
$161.05 - $222.93 $34.6K - $47.9K
215 $39K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
599
New
$62.43 - $84.12 $37.4K - $50.4K
599 $39K
OTIS
Otis Worldwide Corp

Industrials
372
New
$90.77 - $104.01 $33.8K - $38.7K
372 $38K
DFS
Discover Financial Services

Financial Services
218
New
$152.99 - $203.25 $33.4K - $44.3K
218 $37K
VB
Vanguard Small Cap ETF

ETFs
170
New
$217.89 - $252.64 $37K - $42.9K
170 $37K
FTCS
First Trust Capital Strength E

ETFs
414
New
$86.39 - $91.35 $35.8K - $37.8K
414 $37K
NFLX
Netflix Inc

Communication Services
40
New
$828.4 - $1058.6 $33.1K - $42.3K
40 $37K
VIG
Vanguard Dividend Appreciation

ETFs
198
New
N/A
198 $36K
IYH
Ishares Tr

ETFs
600
New
$58.32 - $62.76 $35K - $37.7K
600 $36K
NOC
Northrop Grumman Corp

Industrials
70
New
$433.45 - $513.82 $30.3K - $36K
70 $35K
FFIV
F5, Inc.

Technology
130
New
$251.75 - $310.6 $32.7K - $40.4K
130 $34K
IVE
Ishares S&P 500 Value ETF

ETFs
174
New
$185.78 - $198.58 $32.3K - $34.6K
174 $33K
AXON
Axon Enterprise, Inc.

Industrials
63
New
$496.65 - $710.01 $31.3K - $44.7K
63 $33K
MBB
Ishares Tr

ETFs
359
New
$90.37 - $94.08 $32.4K - $33.8K
359 $33K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
3K
New
N/A
3K $32K
UPS
United Parcel Service Inc

Industrials
300
New
$109.66 - $136.26 $32.9K - $40.9K
300 $32K
SHW
Sherwin Williams CO

Basic Materials
94
New
$330.16 - $365.55 $31K - $34.4K
94 $32K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
617
New
$49.78 - $53.19 $30.7K - $32.8K
617 $31K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
New
$402.49 - $513.76 $26.2K - $33.4K
65 $31K
TRV
Travelers Companies, Inc.

Financial Services
120
New
$232.43 - $265.13 $27.9K - $31.8K
120 $31K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
557
New
$53.6 - $58.97 $29.9K - $32.8K
557 $30K
URI
United Rentals, Inc.

Industrials
48
New
$594.17 - $789.56 $28.5K - $37.9K
48 $30K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
325
New
$87.68 - $94.52 $28.5K - $30.7K
325 $30K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
103
New
$283.06 - $421.16 $29.2K - $43.4K
103 $29K
FSK
Fs Kkr Capital Corp

Financial Services
1.4K
New
$20.47 - $24.06 $28.7K - $33.7K
1.4K $29K
AWK
American Water Works Company, Inc.

Utilities
201
New
$121.01 - $149.31 $24.3K - $30K
201 $29K
SPIB
Spdr Portfolio Intermediate Te

ETFs
897
New
$32.5 - $33.3 $29.2K - $29.9K
897 $29K
VDC
Vanguard Consumer Staples ETF

ETFs
128
New
$206.54 - $226.16 $26.4K - $28.9K
128 $28K
SPYG
Spdr Portfolio

ETFs
350
New
$80.05 - $92.39 $28K - $32.3K
350 $28K
ADBE
Adobe Inc.

Technology
75
New
$377.84 - $464.11 $28.3K - $34.8K
75 $28K
IVV
Ishares Core S&P 500 ETF

ETFs
50
New
$554.06 - $615.85 $27.7K - $30.8K
50 $28K
IIPR
Innovative Industrial Properties Inc

Real Estate
500
New
$54.09 - $74.56 $27K - $37.3K
500 $27K
CI
Cigna Corp

Healthcare
85
New
$274.49 - $329.0 $23.3K - $28K
85 $27K
MA
Mastercard Inc

Financial Services
50
New
$504.67 - $576.31 $25.2K - $28.8K
50 $27K
IVW
Ishares S&P 500 Growth ETF

ETFs
284
New
$92.45 - $106.69 $26.3K - $30.3K
284 $26K
DELL
Dell Technologies Inc.

Technology
294
New
$90.34 - $124.66 $26.6K - $36.7K
294 $26K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
9K
New
$2.86 - $9.78 $25.7K - $88K
9K $25K
ADSK
Autodesk, Inc.

Technology
105
New
N/A
105 $25K
TPR
Tapestry, Inc.

Consumer Cyclical
353
New
$65.63 - $89.21 $23.2K - $31.5K
353 $24K
WMB
Williams Companies, Inc.

Energy
417
New
$54.02 - $61.09 $22.5K - $25.5K
417 $24K
NDAQ
Nasdaq, Inc.

Financial Services
305
New
$72.17 - $83.76 $22K - $25.5K
305 $23K
NSC
Norfolk Southern Corp

Industrials
100
New
$227.69 - $259.76 $22.8K - $26K
100 $23K
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
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