Flc Capital Advisors Sells in Q1 2025

Flc Capital Advisors

  • $441 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.01K
- 3.73%
$360.07 - $417.26 $363K - $421K
26K $9.39M
MSFT
Microsoft Corp

Technology
-169
- 0.85%
$375.39 - $447.2 $63.4K - $75.6K
19.8K $7.43M
GOOG
Alphabet Inc.

Communication Services
-447
- 1.96%
$156.06 - $207.71 $69.8K - $92.8K
22.4K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-72
- 0.25%
$190.26 - $242.06 $13.7K - $17.4K
28.6K $5.44M
IVV
Ishares Core S&P 500 ETF

ETFs
-214
- 2.14%
$554.06 - $615.85 $119K - $132K
9.79K $5.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-878
- 3.23%
$120.24 - $134.3 $106K - $118K
26.3K $3.21M
CAT
Caterpillar Inc

Industrials
-131
- 2.09%
$326.75 - $407.63 $42.8K - $53.4K
6.14K $2.02M
DIS
Walt Disney CO

Communication Services
-923
- 8.44%
$96.87 - $114.0 $89.4K - $105K
10K $988K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.64K
- 24.08%
$126.11 - $135.06 $207K - $221K
5.17K $666K
EIX
Edison International

Utilities
-714
- 9.64%
$50.06 - $80.01 $35.7K - $57.1K
6.69K $394K
BAC
Bank Of America Corp

Financial Services
-999
- 2.67%
$39.61 - $47.74 $39.6K - $47.7K
36.4K $1.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-326
- 6.15%
$168.16 - $186.21 $54.8K - $60.7K
4.98K $850K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.56K
- 4.04%
$27.01 - $28.54 $204K - $216K
179K $5.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.09K
- 7.91%
$49.25 - $50.66 $53.8K - $55.3K
12.7K $630K
IWM
Ishares Russell 2000 ETF

ETFs
-28
- 2.05%
$198.1 - $229.79 $5.55K - $6.43K
1.34K $266K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-173
- 2.69%
$64.88 - $72.1 $11.2K - $12.5K
6.27K $412K
PEP
Pepsico Inc

Consumer Defensive
-150
- 3.84%
$142.64 - $156.42 $21.4K - $23.5K
3.75K $562K
XLE
Energy Sector Spdr

ETFs
-659
- 13.95%
$85.7 - $93.96 $56.5K - $61.9K
4.07K $379K
FCX
Freeport Mcmoran Inc

Basic Materials
-299
- 3.19%
$34.5 - $43.01 $10.3K - $12.9K
9.07K $343K
UNH
Unitedhealth Group Inc

Healthcare
-82
- 3.81%
$461.52 - $548.18 $37.8K - $45K
2.07K $1.09M
American Healthcare Reit Inc
-2.97K
- 21.0%
N/A
11.2K $0
Blackrock Inc
-8
- 2.57%
N/A
303 $0
PG
Procter & Gamble CO

Consumer Defensive
-63
- 1.41%
$158.56 - $176.26 $9.99K - $11.1K
4.39K $748K
INTC
Intel Corp

Technology
-338
- 2.78%
$19.1 - $27.39 $6.46K - $9.26K
11.8K $268K
LLY
Eli Lilly & CO

Healthcare
-14
- 1.35%
$725.72 - $929.72 $10.2K - $13K
1.02K $842K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.91K
- 12.64%
$111.19 - $129.47 $212K - $247K
13.2K $1.7M
VZ
Verizon Communications Inc

Communication Services
-420
- 2.1%
$37.81 - $46.49 $15.9K - $19.5K
19.5K $886K
V
Visa Inc.

Financial Services
-24
- 0.82%
$306.92 - $362.71 $7.37K - $8.71K
2.9K $1.02M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-106
- 3.53%
$80.53 - $147.57 $8.54K - $15.6K
2.9K $383K
ENB
Enbridge Inc

Energy
-50
- 0.05%
$41.54 - $45.45 $2.08K - $2.27K
102K $4.52M
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
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