Flp Wealth Management, LLC Portfolio Holdings by Sector
Flp Wealth Management, LLC
- $35.6 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MUB SIVR IEF SPTL QUAL IWY IEI EFV 43 stocks |
$24.9 Million
76.5% of portfolio
|
  29  
|
  13  
|
  10  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$4.17 Million
12.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$1.51 Million
4.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
COOP RKT 2 stocks |
$487,966
1.5% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$386,187
1.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$374,350
1.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$255,135
0.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226,941
0.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$226,488
0.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|