Flc Capital Advisors Purchases and Sells in Q1 2025

Flc Capital Advisors

$441 Million
Q1 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHR	72K + 6.17%	$24.05 - $24.86 $1.73M - $1.79M	1.24M $30.8M
SCHZ	56.1K + 5.2%	$22.46 - $23.26 $1.26M - $1.3M	1.13M $26.3M
VTV	6.73K + 3.91%	$167.73 - $179.21 $1.13M - $1.21M	179K $30.9M
SCHF	32.2K + 4.16%	$18.36 - $20.51 $591K - $660K	805K $15.9M
SCHO	40.1K + 3.39%	$24.1 - $24.34 $965K - $975K	1.22M $29.7M
CVX	115 + 0.25%	$146.71 - $167.97 $16.9K - $19.3K	45.9K $7.68M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
BXSL	14.3K New	$31.3 - $34.5 $448K - $494K	14.3K $463K
GOLD	22.2K New	$15.45 - $19.56 $344K - $435K	22.2K $432K
VUG	1.02K New	$369.1 - $427.61 $376K - $436K	1.02K $378K
AEP	2.43K New	$90.32 - $109.27 $219K - $266K	2.43K $265K
SPY	449 New	$551.42 - $612.93 $248K - $275K	449 $251K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-1.01K - 3.73%	$360.07 - $417.26 $363K - $421K	26K $9.39M
MSFT	-169 - 0.85%	$375.39 - $447.2 $63.4K - $75.6K	19.8K $7.43M
GOOG	-447 - 1.96%	$156.06 - $207.71 $69.8K - $92.8K	22.4K $3.5M
AMZN	-72 - 0.25%	$190.26 - $242.06 $13.7K - $17.4K	28.6K $5.44M
IVV	-214 - 2.14%	$554.06 - $615.85 $119K - $132K	9.79K $5.5M
ESGU	-878 - 3.23%	$120.24 - $134.3 $106K - $118K	26.3K $3.21M

Activity Summary All Purchases 82 New Holdings 14 Increased Positions 68 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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