Flaharty Asset Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $728 Million distributed in 130 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 $52.5M, Pimco ETF Tr Enhanced Sht Matu with a value of $47.2M, Ishares Russell 1000 Val ETF with a value of $45.2M, Janus Detroit Str Tr Janus Hen with a value of $40.7M, and Financial Sector Spdr with a value of $35.8M.
Examining the 13F form we can see an increase of $243M in the current position value, from $485M to 728M.
Below you can find more details about Flaharty Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$728 Million
ETFs: $692 Million
Technology: $14.9 Million
Healthcare: $4.99 Million
Financial Services: $4.22 Million
Consumer Cyclical: $3.21 Million
Industrials: $2.67 Million
Consumer Defensive: $1.55 Million
Communication Services: $1.47 Million
Other: $3.49 Million
Stock Holdings Table Market Cap. of $200 Billions or more