Flc Capital Advisors Purchases in Q3 2025

Flc Capital Advisors

  • $507 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.61K
+ 2.04%
$202.38 - $256.87 $325K - $413K
80.3K $20.5M
GOOGL
Alphabet Inc.

Communication Services
437
+ 1.56%
$174.36 - $254.72 $76.2K - $111K
28.5K $6.92M
SCHO
Schwab Short Term Us Treasury

ETFs
70.4K
+ 4.84%
$24.23 - $24.42 $1.71M - $1.72M
1.53M $37.2M
GOOG
Alphabet Inc.

Communication Services
34
+ 0.15%
$175.16 - $255.24 $5.96K - $8.68K
22.7K $5.54M
SCHR
Schwab Intermediate Term Us Tr

ETFs
52K
+ 3.69%
$24.69 - $25.26 $1.28M - $1.31M
1.46M $36.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.76K
+ 6.34%
$81.75 - $84.54 $716K - $740K
147K $12.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
21.3K
+ 3.77%
$25.67 - $27.21 $546K - $579K
586K $15.8M
MRK
Merck & Co., Inc.

Healthcare
2.08K
+ 2.46%
$77.6 - $87.37 $161K - $182K
86.6K $7.27M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.66K
+ 2.64%
$45.72 - $47.27 $304K - $315K
259K $12.2M
PFE
Pfizer Inc

Healthcare
14.1K
+ 24.36%
$23.29 - $25.88 $327K - $364K
71.7K $1.83M
GIS
General Mills Inc

Consumer Defensive
8.07K
New
$48.44 - $53.83 $391K - $434K
8.07K $406K
EQIX
Equinix Inc

Real Estate
378
+ 99.47%
$756.7 - $811.13 $286K - $307K
758 $593K
KHC
Kraft Heinz CO

Consumer Defensive
10.9K
+ 39.36%
$25.63 - $28.94 $280K - $316K
38.6K $1.01M
UPS
United Parcel Service Inc

Industrials
6.16K
+ 44.58%
$82.58 - $105.54 $509K - $650K
20K $1.67M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.09%
$184.85 - $231.54 $924 - $1.16K
5.62K $1.3M
IEFA
Ishares Tr

ETFs
2.73K
New
$81.7 - $87.53 $223K - $239K
2.73K $238K
UBS
Ubs Group Ag

Financial Services
5.69K
New
$33.77 - $42.38 $192K - $241K
5.69K $233K
VB
Vanguard Small Cap ETF

ETFs
885
New
$237.58 - $259.17 $210K - $229K
885 $225K
BWX
Spdr Bloomberg International T

ETFs
18K
+ 4.58%
$22.58 - $23.5 $406K - $423K
411K $9.44M
GS
Goldman Sachs Group Inc

Financial Services
277
New
$696.56 - $806.32 $193K - $223K
277 $220K
ACWI
Ishares Msci Acwi ETF

ETFs
1.59K
New
$128.32 - $138.41 $204K - $220K
1.59K $219K
WELL
Welltower Inc.

Real Estate
1.22K
New
$150.71 - $178.14 $183K - $216K
1.22K $216K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.3K
New
$156.24 - $190.88 $204K - $249K
1.3K $216K
ORCL
Oracle Corp

Technology
767
New
$218.96 - $328.33 $168K - $252K
767 $215K
HLI
Houlihan Lokey, Inc.

Financial Services
1.03K
New
$181.55 - $209.19 $187K - $216K
1.03K $211K
IAT
Ishares Tr

ETFs
3.88K
New
$48.92 - $54.5 $190K - $211K
3.88K $203K
EFV
Msci Eafe Value ETF

ETFs
2.98K
New
$62.79 - $68.42 $187K - $204K
2.98K $202K
AVGO
Broadcom Inc.

Technology
2
+ 0.06%
$264.74 - $369.57 $529 - $739
3.29K $1.08M
JOBY
Joby Aviation, Inc.

Industrials
10.4K
New
$9.81 - $20.39 $102K - $212K
10.4K $167K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
427
+ 1.04%
$62.09 - $66.51 $26.5K - $28.4K
41.6K $2.72M
INTC
Intel Corp

Technology
700
+ 5.73%
$19.31 - $35.5 $13.5K - $24.9K
12.9K $433K
NEE
Nextera Energy Inc

Utilities
220
+ 0.93%
$69.77 - $77.54 $15.3K - $17.1K
23.8K $1.8M
CB
Chubb LTD

Financial Services
598
+ 34.89%
$265.99 - $289.59 $159K - $173K
2.31K $652K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.7K
+ 3.71%
$78.11 - $79.07 $133K - $134K
47.5K $3.74M
QCOM
Qualcomm Inc

Technology
471
+ 5.26%
$145.84 - $173.55 $68.7K - $81.7K
9.42K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
1.68K
+ 12.86%
$56.02 - $60.3 $93.8K - $101K
14.7K $880K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.52K
+ 1.62%
$40.94 - $42.85 $62.3K - $65.2K
95.4K $4.02M
VUG
Vanguard Growth ETF

ETFs
76
+ 4.95%
$433.97 - $484.08 $33K - $36.8K
1.61K $772K
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 3.42%
$357.4 - $423.42 $19.7K - $23.3K
1.66K $673K
O
Realty Income Corp

Real Estate
772
+ 7.87%
$56.13 - $60.79 $43.3K - $46.9K
10.6K $643K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
148
+ 1.27%
$79.76 - $85.78 $11.8K - $12.7K
11.8K $999K
AMZN
Amazon Com Inc

Consumer Cyclical
247
+ 0.86%
$211.65 - $238.24 $52.3K - $58.8K
28.9K $6.34M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
770
+ 10.33%
N/A
8.23K $513K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.14%
$215.01 - $273.02 $430 - $546
1.46K $367K
TFC
Truist Financial Corp

Financial Services
1
+ 0.01%
$42.83 - $47.07 $42.8 - $47.1
15.9K $724K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 6.19%
$617.65 - $666.84 $15.4K - $16.7K
429 $285K
VZ
Verizon Communications Inc

Communication Services
489
+ 2.47%
$40.84 - $45.06 $20K - $22K
20.3K $891K
ADBE
Adobe Inc.

Technology
285
+ 14.73%
$333.65 - $392.1 $95.1K - $112K
2.22K $783K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
51
+ 0.63%
$52.31 - $56.47 $2.67K - $2.88K
8.18K $461K
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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