Floyd Financial Group LLC Incresed Positions in Q1 2025

Floyd Financial Group LLC

  • $110 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
67
+ 4.17%
$206.38 - $242.18 $13.8K - $16.2K
1.67K $345K
RSP
Invesco S&P 500 Equal Weight E

ETFs
31.3K
+ 1441.46%
$169.43 - $182.84 $5.3M - $5.72M
33.5K $5.75M
AMD
Advanced Micro Devices Inc

Technology
5.04K
+ 135.06%
$96.63 - $129.55 $487K - $653K
8.77K $901K
MRK
Merck & Co., Inc.

Healthcare
450
+ 10.03%
$83.01 - $101.02 $37.4K - $45.5K
4.94K $443K
ORCL
Oracle Corp

Technology
117
+ 3.97%
$139.81 - $186.47 $16.4K - $21.8K
3.06K $428K
CVX
Chevron Corp

Energy
133
+ 4.29%
$146.71 - $167.97 $19.5K - $22.3K
3.23K $540K
BAC
Bank Of America Corp

Financial Services
1.03K
+ 7.86%
$39.61 - $47.74 $40.6K - $49K
14.1K $587K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.86%
$890.62 - $1076.86 $16K - $19.4K
647 $611K
NFLX
Netflix Inc

Communication Services
138
+ 19.19%
$828.4 - $1058.6 $114K - $146K
857 $799K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 2.59%
$279.74 - $321.29 $16.5K - $19K
2.33K $728K
MA
Mastercard Inc

Financial Services
40
+ 2.88%
$504.67 - $576.31 $20.2K - $23.1K
1.43K $782K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.48K
+ 11.22%
$56.17 - $59.71 $82.9K - $88.1K
14.6K $829K
ABBV
Abb Vie Inc.

Healthcare
710
+ 16.06%
$169.2 - $216.66 $120K - $154K
5.13K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
121
+ 2.42%
$158.56 - $176.26 $19.2K - $21.3K
5.12K $872K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.3%
$461.52 - $548.18 $2.31K - $2.74K
1.66K $866K
CCJ
Cameco Corp

Energy
454
+ 2.42%
$40.64 - $56.86 $18.5K - $25.8K
19.2K $789K
XOM
Exxon Mobil Corp

Energy
76
+ 0.88%
$105.44 - $118.93 $8.01K - $9.04K
8.74K $1.04M
V
Visa Inc.

Financial Services
58
+ 1.9%
$306.92 - $362.71 $17.8K - $21K
3.12K $1.09M
VRT
Vertiv Holdings CO

Industrials
2.34K
+ 27.28%
N/A
10.9K $945K
SPY
Spdr S&P 500 ETF Trust

ETFs
271
+ 13.14%
$551.42 - $612.93 $149K - $166K
2.33K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 0.68%
$225.19 - $279.95 $8.11K - $10.1K
5.34K $1.31M
XLU
Utilities Sector Spdr

ETFs
575
+ 3.0%
$74.7 - $80.27 $43K - $46.2K
19.7K $1.54M
WMT
Walmart Inc.

Consumer Defensive
925
+ 5.47%
$84.5 - $105.05 $78.2K - $97.2K
17.8K $1.57M
XLB
Select Sector Spdr Fd Material

ETFs
2.42K
+ 11.76%
$83.19 - $90.99 $201K - $220K
23K $1.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 1.45%
$442.66 - $534.52 $26.6K - $32.1K
4.18K $2.2M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
395
+ 1.72%
$73.39 - $96.21 $29K - $38K
23.4K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
4.34K
+ 87.63%
$222.15 - $428.22 $963K - $1.86M
9.29K $2.41M
XLI
Industrial Sector Spdr

ETFs
523
+ 2.51%
$128.78 - $141.67 $67.4K - $74.1K
21.4K $2.78M
META
Meta Platforms, Inc.

Communication Services
2.09K
+ 45.89%
$576.74 - $736.67 $1.2M - $1.54M
6.63K $3.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.47K
+ 3.46%
$71.17 - $73.66 $105K - $108K
44K $3.23M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
728
+ 1.47%
$62.72 - $71.92 $45.7K - $52.4K
50.4K $3.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
239
+ 0.31%
$50.39 - $50.66 $12K - $12.1K
76.2K $3.86M
GOOGL
Alphabet Inc.

Communication Services
5.48K
+ 25.26%
$154.33 - $206.19 $845K - $1.13M
27.2K $4.19M
AMZN
Amazon Com Inc

Consumer Cyclical
888
+ 4.33%
$190.26 - $242.06 $169K - $215K
21.4K $4.07M
XLF
Financial Sector Spdr

ETFs
2.19K
+ 2.1%
$47.32 - $52.19 $103K - $114K
106K $5.23M
MSFT
Microsoft Corp

Technology
384
+ 2.54%
$375.39 - $447.2 $144K - $172K
15.5K $5.82M
NVDA
Nvidia Corp

Technology
2.42K
+ 4.42%
$106.98 - $149.43 $259K - $362K
57.2K $6.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.36K
+ 3.62%
$45.56 - $47.23 $290K - $300K
182K $8.55M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Floyd Financial Group LLC Portfolio

Follow Floyd Financial Group LLC 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 Floyd Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Floyd Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email