Flc Capital Advisors Purchases in Q2 2025

Flc Capital Advisors

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ERJ
Embraer S.A.

Industrials
3.61K
New
$40.42 - $56.91 $146K - $206K
3.61K $205K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.32K
New
$39.43 - $49.34 $170K - $213K
4.32K $204K
NEM
Newmont Corp

Basic Materials
3.51K
New
$44.18 - $59.46 $155K - $209K
3.51K $204K
IXN
Ishares Global Information Tec

ETFs
2.21K
New
$65.81 - $92.34 $145K - $204K
2.21K $203K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126
+ 6.24%
$456.74 - $568.03 $57.5K - $71.6K
2.15K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.3%
$221.86 - $362.89 $2K - $3.27K
3K $954K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.4K
New
$13.71 - $15.46 $156K - $176K
11.4K $175K
SHEL
Shell PLC

Energy
2.44K
+ 89.49%
$59.75 - $73.05 $146K - $179K
5.18K $364K
JNJ
Johnson & Johnson

Healthcare
1.98K
+ 16.82%
$146.36 - $159.82 $290K - $317K
13.8K $2.1M
ABEV
Ambev S.A.

Consumer Defensive
60.5K
New
$2.15 - $2.55 $130K - $154K
60.5K $145K
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 8.47%
$416.06 - $551.64 $31.6K - $41.9K
973 $536K
NVS
Novartis Ag

Healthcare
700
+ 27.07%
$101.96 - $121.01 $71.4K - $84.7K
3.29K $397K
KO
Coca Cola CO

Consumer Defensive
1.52K
+ 46.72%
$68.37 - $73.9 $104K - $112K
4.76K $336K
SUB
Ishares Short Term National Mu

ETFs
854
+ 4.87%
$104.77 - $106.34 $89.5K - $90.8K
18.4K $1.96M
SLV
I Shares Silver Trust

ETFs
1.5K
+ 10.0%
$27.08 - $33.74 $40.6K - $50.6K
16.5K $541K
FCX
Freeport Mcmoran Inc

Basic Materials
602
+ 6.64%
$29.15 - $44.46 $17.5K - $26.8K
9.67K $419K
MUB
Ishares National Muni Bond ETF

ETFs
728
+ 34.92%
$102.31 - $105.8 $74.5K - $77K
2.81K $293K
GE
General Electric CO

Industrials
4
+ 0.33%
$166.81 - $257.39 $667 - $1.03K
1.23K $315K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.54K
+ 12.09%
$48.13 - $49.85 $74K - $76.6K
14.3K $698K
MMM
3 M CO

Industrials
171
+ 2.86%
$126.09 - $154.15 $21.6K - $26.4K
6.15K $936K
ABT
Abbott Laboratories

Healthcare
304
+ 6.36%
$123.95 - $138.08 $37.7K - $42K
5.09K $691K
FSK
Fs Kkr Capital Corp

Financial Services
3K
+ 12.53%
$17.95 - $21.5 $53.8K - $64.4K
26.9K $558K
XLV
Select Sector Spdr Fund Health

ETFs
750
+ 17.26%
$128.77 - $144.3 $96.6K - $108K
5.1K $686K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
+ 0.09%
$57.41 - $74.81 $172 - $224
3.2K $237K
FDX
Fedex Corp

Industrials
277
+ 13.05%
$198.07 - $245.17 $54.9K - $67.9K
2.4K $545K
VT
Vanguard Total World Stk Index

ETFs
40
+ 2.27%
$103.16 - $128.52 $4.13K - $5.14K
1.8K $231K
FFWM
First Foundation Inc.

Financial Services
7.37K
+ 5.23%
$4.61 - $5.42 $34K - $39.9K
148K $755K
LLY
Eli Lilly & CO

Healthcare
91
+ 8.92%
$713.71 - $898.95 $64.9K - $81.8K
1.11K $866K
SBUX
Starbucks Corp

Consumer Cyclical
905
+ 9.58%
$79.69 - $99.41 $72.1K - $90K
10.4K $948K
MCK
Mckesson Corp

Healthcare
1
+ 0.29%
$652.83 - $732.78 $653 - $733
351 $257K
T
At&T Inc.

Communication Services
19
+ 0.07%
$26.33 - $28.94 $500 - $550
27.6K $798K
KMI
Kinder Morgan, Inc.

Energy
6
+ 0.03%
$25.21 - $29.4 $151 - $176
21K $617K
INTC
Intel Corp

Technology
403
+ 3.41%
$18.13 - $22.69 $7.31K - $9.14K
12.2K $273K
WPC
W. P. Carey Inc.

Real Estate
153
+ 1.98%
$56.12 - $64.53 $8.59K - $9.87K
7.86K $490K
Barrick Mng Corp
27.5K
New
N/A
27.5K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.1%
N/A
1.05K $194K
Gsk PLC
2.62K
+ 31.76%
N/A
10.9K $0
Vanguard Instl Index Fd
37.3K
+ 493.88%
N/A
44.9K $0
Rb Global Inc
1.93K
New
N/A
1.93K $0
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.04%
$96.91 - $113.0 $96.9 - $113
2.7K $299K
STZ
Constellation Brands, Inc.

Consumer Defensive
464
+ 11.24%
$160.0 - $195.62 $74.2K - $90.8K
4.59K $747K
BXSL
Blackstone Secured Lending Fund

Financial Services
405
+ 2.83%
$26.88 - $32.74 $10.9K - $13.3K
14.7K $452K
DUK
Duke Energy Corp

Utilities
5
+ 0.14%
$112.46 - $124.05 $562 - $620
3.58K $421K
EIX
Edison International

Utilities
686
+ 10.25%
$48.32 - $59.92 $33.1K - $41.1K
7.38K $380K
PAYX
Paychex Inc

Industrials
1
+ 0.05%
$137.01 - $159.78 $137 - $160
2.09K $304K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
325
+ 11.2%
$99.37 - $134.05 $32.3K - $43.6K
3.23K $365K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.06%
$55.56 - $60.91 $444 - $487
14.1K $823K
CB
Chubb LTD

Financial Services
3
+ 0.18%
$274.32 - $302.46 $823 - $907
1.71K $496K
VZ
Verizon Communications Inc

Communication Services
267
+ 1.37%
$41.67 - $45.62 $11.1K - $12.2K
19.8K $856K
Activity Summary
Buys All Purchases 109 New Holdings 30 Increased Positions 79 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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