Flaharty Asset Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $485 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $46.3M, Pimco ETF Tr Enhanced Sht Matu with a value of $44.9M, Ishares Russell 1000 Val ETF with a value of $41.5M, First Trust Senior Ln Fund with a value of $33.2M, and Financial Sector Spdr with a value of $33.2M.
Examining the 13F form we can see an decrease of $154M in the current position value, from $639M to 485M.
Below you can find more details about Flaharty Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$485 Million
ETFs: $447 Million
Technology: $12.6 Million
Healthcare: $4.98 Million
Financial Services: $4.29 Million
Consumer Cyclical: $3.8 Million
Industrials: $3.16 Million
Utilities: $2.67 Million
Consumer Defensive: $1.86 Million
Other: $5.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
