Flp Wealth Management, LLC Portfolio Holdings by Sector
Flp Wealth Management, LLC
- $31.5 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MUB SIVR IEI IEF SPTL QUAL XMMO XSMO 42 stocks |
$24.6 Million
80.23% of portfolio
|
  31  
|
  10  
|
  4  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$3.59 Million
11.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$1.43 Million
4.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
RKT COOP 2 stocks |
$420,537
1.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$404,954
1.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$217,020
0.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|