Flp Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $39.1 Billion distributed in 471 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $2.48B, Ishares National Muni Bond ETF with a value of $1.5B, Abrdn Silver ETF Trust with a value of $1.34B, Ishares Barclays 3 7 Yr Treas with a value of $1.3B, and Invesco Exchange Traded Fd Tr with a value of $1.21B.

Examining the 13F form we can see an increase of $39.1B in the current position value.

Flp Wealth Management, LLC is based out at Bentonville, AR

Below you can find more details about Flp Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $39.1 Billion
ETFs: $28.7 Billion
Consumer Defensive: $2.66 Billion
Financial Services: $1.97 Billion
Consumer Cyclical: $1.41 Billion
Industrials: $1.19 Billion
Technology: $1.11 Billion
Healthcare: $511 Million
Energy: $352 Million
Other: $540 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 471
  • Current Value $39.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 471 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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