Flp Wealth Management, LLC Portfolio Holdings

Flp Wealth Management, LLC

  • $31.5 Billion
  • Q1 2025

Flp Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $31.5 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $3.59B, Ishares National Muni Bond ETF with a value of $1.58B, Abrdn Silver ETF Trust with a value of $1.58B, Sprott Physical Gold Trust with a value of $1.43B, and Ishares Barclays 3 7 Yr Treas with a value of $1.33B.

Examining the 13F form we can see an decrease of $7.66B in the current position value, from $39.1B to 31.5B.

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 $31.5 Billion
ETFs: $24.6 Billion
Consumer Defensive: $3.59 Billion
Financial Services: $1.85 Billion
Technology: $405 Million
Consumer Cyclical: $217 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$3.59 Billion 11.4% of portfolio
40,848
Q1 2025 Added 48.78%
$3.69T
$405 Million 1.29% of portfolio
1,823
Q1 2025 Added 6.73%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $31.5 Billion
  • Prior Value $39.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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