Flc Capital Advisors Incresed Positions in Q2 2025

Flc Capital Advisors

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
235K
+ 19.23%
$24.19 - $24.45 $5.67M - $5.74M
1.45M $35.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
172K
+ 13.85%
$24.54 - $25.07 $4.21M - $4.3M
1.41M $35.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
42.6K
+ 1335.61%
$77.74 - $78.78 $3.31M - $3.35M
45.8K $3.6M
MSFT
Microsoft Corp

Technology
441
+ 2.23%
$354.56 - $497.45 $156K - $219K
20.2K $10.1M
NVDA
Nvidia Corp

Technology
5.79K
+ 20.36%
$94.31 - $157.99 $546K - $914K
34.2K $5.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
23.8K
+ 20.8%
$79.56 - $82.92 $1.89M - $1.97M
138K $11.5M
VTV
Vanguard Value ETF

ETFs
4.78K
+ 2.67%
$153.67 - $176.74 $735K - $845K
184K $32.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
919
+ 0.56%
$50.08 - $63.14 $46K - $58K
164K $10.3M
META
Meta Platforms, Inc.

Communication Services
93
+ 1.16%
$484.66 - $738.09 $45.1K - $68.6K
8.13K $6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.7K
+ 9.99%
$52.31 - $63.72 $665K - $810K
140K $8.91M
UPS
United Parcel Service Inc

Industrials
10.9K
+ 379.42%
$91.92 - $110.2 $1.01M - $1.21M
13.8K $1.39M
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.03%
$167.32 - $223.3 $1.67K - $2.23K
28.6K $6.28M
NFLX
Netflix Inc

Communication Services
1
+ 0.06%
$855.86 - $1339.13 $856 - $1.34K
1.55K $2.07M
BAC
Bank Of America Corp

Financial Services
8.94K
+ 24.54%
$34.39 - $47.46 $307K - $424K
45.3K $2.15M
CRM
Salesforce, Inc.

Technology
2.02K
+ 54.68%
$236.26 - $291.15 $478K - $589K
5.72K $1.56M
GOOG
Alphabet Inc.

Communication Services
279
+ 1.24%
$146.58 - $180.01 $40.9K - $50.2K
22.7K $4.03M
GD
General Dynamics Corp

Industrials
1.61K
+ 125.74%
$247.68 - $291.66 $399K - $470K
2.89K $844K
VEA
Vanguard Ftse Developed Market

ETFs
7.47K
+ 134.51%
$45.65 - $57.01 $341K - $426K
13K $742K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4K
+ 143.58%
$72.96 - $90.39 $292K - $362K
6.79K $606K
AVGO
Broadcom Inc.

Technology
6
+ 0.18%
$146.29 - $275.65 $878 - $1.65K
3.29K $905K
VUG
Vanguard Growth ETF

ETFs
514
+ 50.39%
$329.49 - $438.4 $169K - $225K
1.53K $672K
PANW
Palo Alto Networks Inc

Technology
2
+ 0.02%
$152.44 - $204.64 $305 - $409
8.18K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
209
+ 14.32%
$908.13 - $1056.85 $190K - $221K
1.67K $1.65M
WFC
Wells Fargo & Company

Financial Services
2.93K
+ 98.65%
$60.98 - $80.12 $178K - $234K
5.89K $471K
UBER
Uber Technologies, Inc

Technology
4
+ 0.03%
$64.62 - $93.3 $258 - $373
12.2K $1.14M
SCHW
Schwab Charles Corp

Financial Services
756
+ 5.9%
$69.06 - $91.24 $52.2K - $69K
13.6K $1.24M
C
Citigroup Inc

Financial Services
2.25K
+ 75.43%
$58.13 - $85.12 $131K - $191K
5.23K $444K
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
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
O
Realty Income Corp

Real Estate
2.57K
+ 35.5%
$52.27 - $58.52 $134K - $150K
9.81K $565K
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
SUB
Ishares Short Term National Mu

ETFs
854
+ 4.87%
$104.77 - $106.34 $89.5K - $90.8K
18.4K $1.96M
KO
Coca Cola CO

Consumer Defensive
1.52K
+ 46.72%
$68.37 - $73.9 $104K - $112K
4.76K $336K
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
FSK
Fs Kkr Capital Corp

Financial Services
3K
+ 12.53%
$17.95 - $21.5 $53.8K - $64.4K
26.9K $558K
ABT
Abbott Laboratories

Healthcare
304
+ 6.36%
$123.95 - $138.08 $37.7K - $42K
5.09K $691K
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
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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