Flc Capital Advisors Purchases in Q1 2025

Flc Capital Advisors

  • $441 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
120
+ 7.54%
$257.71 - $301.99 $30.9K - $36.2K
1.71K $516K
CSCO
Cisco Systems, Inc.

Technology
356
+ 1.7%
$58.74 - $64.87 $20.9K - $23.1K
21.3K $1.31M
O
Realty Income Corp

Real Estate
500
+ 7.42%
$51.67 - $58.49 $25.8K - $29.2K
7.24K $420K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.65K
+ 8.72%
$11.13 - $11.61 $62.9K - $65.6K
70.4K $788K
VO
Vanguard Mid Cap ETF

ETFs
852
+ 2.8%
$251.87 - $277.95 $215K - $237K
31.3K $8.09M
TXN
Texas Instruments Inc

Technology
107
+ 6.12%
N/A
1.86K $361K
ADBE
Adobe Inc.

Technology
351
+ 18.5%
$377.84 - $464.11 $133K - $163K
2.25K $862K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 5.98%
$507.05 - $563.67 $57.8K - $64.3K
2.02K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
+ 10.87%
$102.49 - $119.96 $112K - $131K
11.1K $1.16M
Blackrock ETF Trust Ii
4.27K
New
N/A
4.27K $0
Vanguard Instl Index Fd
7.56K
New
N/A
7.56K $0
Linde PLC
512
New
N/A
512 $0
ET
Energy Transfer LP

Energy
793
+ 4.17%
$17.26 - $21.08 $13.7K - $16.7K
19.8K $367K
UPS
United Parcel Service Inc

Industrials
310
+ 12.05%
$109.66 - $136.26 $34K - $42.2K
2.88K $316K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.72K
+ 6.36%
$57.21 - $65.8 $156K - $179K
45.5K $2.66M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 3.85%
$347.25 - $424.87 $22.6K - $27.6K
1.75K $642K
LMT
Lockheed Martin Corp

Industrials
54
+ 5.43%
$423.19 - $506.29 $22.9K - $27.3K
1.05K $468K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
50
+ 0.1%
$19.04 - $20.15 $952 - $1.01K
49.2K $936K
STZ
Constellation Brands, Inc.

Consumer Defensive
591
+ 16.7%
$161.05 - $222.93 $95.2K - $132K
4.13K $757K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 1.47%
$468.34 - $539.52 $6.09K - $7.01K
897 $420K
META
Meta Platforms, Inc.

Communication Services
122
+ 1.54%
$576.36 - $736.67 $70.3K - $89.9K
8.04K $4.63M
PANW
Palo Alto Networks Inc

Technology
105
+ 1.3%
$167.82 - $208.28 $17.6K - $21.9K
8.18K $1.39M
XAR
Spdr S&P Aerospace & Defense E

ETFs
335
+ 0.92%
$157.71 - $180.77 $52.8K - $60.6K
36.7K $5.9M
CRM
Salesforce, Inc.

Technology
300
+ 8.82%
$268.36 - $359.95 $80.5K - $108K
3.7K $992K
NVDA
Nvidia Corp

Technology
3.87K
+ 15.78%
$106.98 - $149.43 $414K - $578K
28.4K $3.08M
AAPL
Apple Inc.

Technology
7.45K
+ 10.2%
$209.68 - $247.1 $1.56M - $1.84M
80.5K $17.9M
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 1.22%
$222.15 - $428.22 $8K - $15.4K
3K $776K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.02K
+ 1.61%
$58.81 - $68.2 $119K - $138K
127K $7.6M
MRK
Merck & Co., Inc.

Healthcare
580
+ 0.73%
$83.01 - $101.02 $48.1K - $58.6K
79.6K $7.15M
GOOGL
Alphabet Inc.

Communication Services
800
+ 2.81%
$154.33 - $206.19 $123K - $165K
29.2K $4.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.4K
+ 1.39%
$24.91 - $29.02 $409K - $477K
1.2M $30.1M
Activity Summary
Buys All Purchases 82 New Holdings 14 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Flc Capital Advisors Portfolio

Follow Flc Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flc Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Flc Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email