Fund HoldingsFLP Wealth Management, LLC

Total Portfolio Value
$35.63M
Total Bought
$9.66M
Total Sold
$5.94M
Net Transaction
+$3.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CAPITOL SER TR
STERL CAP BD ETF
044,600+44,60001,1273.16%+1,127
SPROTT ETF TRUST
GOLD MINERS ETF
016,678+16,67807552.12%+755
ISHARES TR07,824+7,82406481.82%+648
WALMART INC(WMT)40,84842,647+1,7993,5864,17011.70%+584
ISHARES TR04,850+4,85001,1953.36%+1,195
ISHARES TR12,95217,285+4,3331,2351,6554.65%+420
BERKSHIRE HATHAWAY INC DEL0795+79503861.08%+386
ISHARES TR03,966+3,96603841.08%+384
ISHARES TR05,430+5,43003831.07%+383
VANGUARD INDEX FDS01,460+1,46006401.80%+640
SPDR SERIES TRUST
ST STR P500GRW
03,170+3,17003020.85%+302
SPDR SERIES TRUST
ST NUVE TERM ETF
06,070+6,07002900.81%+290
ISHARES TR15,00417,804+2,8001,5821,8605.22%+278
VANGUARD WORLD FD0736+73602700.76%+270
SPDR INDEX SHS FDS
ST STR SP GLBDIV
03,530+3,53002490.70%+249
ISHARES TR05,361+5,36102470.69%+247
AMAZON COM INC(AMZN)01,034+1,03402270.64%+227
MICROSOFT CORP(MSFT)0455+45502260.64%+226
ISHARES TR02,359+2,35902180.61%+218
VANGUARD WHITEHALL FDS01,604+1,60402140.60%+214
ISHARES TR
CONV BD ETF
02,254+2,25402030.57%+203
GLOBAL X FDS010,154+10,15401790.50%+179
ISHARES TR6,7296,850+1216257542.12%+130
ISHARES INC
CORE MSCI EMKT
5,8897,436+1,5473184461.25%+129
ISHARES TR1,7342,610+8762183450.97%+127
ISHARES TR6,2336,672+4396237472.10%+124
ISHARES TR6,0457,174+1,1294976041.70%+107
SPDR SERIES TRUST
ST LON TREAS ETF
44,29049,157+4,8671,2071,3073.67%+99
BLACKROCK ETF TRUST
ISHARES US EQUIT
13,82314,135+3126747702.16%+96
ABRDN SILVER ETF TRUST48,54748,54701,5781,6714.69%+92
ISHARES TR12,40312,894+4917318192.30%+87
ISHARES TR
MSCI USA QLT FCT
7,0207,029+91,2001,2853.61%+85
SPROTT PHYSICAL GOLD TR(PHYS)59,47459,47401,4311,5084.23%+77
ISHARES TR01,443+1,44304391.23%+439
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
8,2949,331+1,0372012570.72%+56
BLACKROCK ETF TRUST
ISHA US THEM ETF
8,5869,183+5972723270.92%+55
ISHARES TR
MSCI USA MMENTM
1,4951,473-223023540.99%+52
MR COOPER GROUP INC1,6841,650-342012460.69%+45
CASEYS GEN STORES INC(CASY)50050002172550.72%+38
ISHARES TR1,6371,589-482082390.67%+31
ISHARES TR
TRS FLT RT BD
015,179+15,17907692.16%+769
ROCKET COS INC(RKT)18,15517,050-1,1052192420.68%+23
ISHARES TR2,2532,296+434294491.26%+19
BLACKROCK ETF TRUST II4,4504,571+1212332420.68%+8
ISHARES TR02,243+2,24302110.59%+211
SPDR GOLD TR(GLD)875831-442522530.71%+1
SELECT SECTOR SPDR TR
ST STR UTIL ETF
2,5382,457-812002010.56%+1
BLACKROCK ETF TRUST II6,2616,309+483103070.86%-3
ISHARES TR
CORE UNIVRSL USD
08,035+8,03503711.04%+371
APPLE INC(AAPL)01,825+1,82503741.05%+374
ISHARES TR0503+50303120.88%+312
ISHARES INC
MSCI EMRG CHN
03,608+3,60802280.64%+228
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
8,8257,706-1,1195184531.27%-65
INVESCO EXCH TRADED FD TR II6,2495,109-1,1404673721.04%-95
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,4840-2,4842030-203
ISHARES TR11,2389,186-2,0521,3281,0943.07%-234
SPDR SER TR
ST NUVE TERM ETF
000000
LEGG MASON ETF INVT
FRANKLIN INTL LW
8,7080-8,7082820-282
ISHARES TR5,9000-5,9003010-301
ISHARES TR
MSCI USA MIN ETF
3,3460-3,3463130-313
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
6,8150-6,8153160-316
VANECK ETF TRUST
FALLEN ANGEL HG
11,7560-11,7563390-339
FIRST TR MORNINGSTAR DIVID L8,7750-8,7753810-381
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
6,7290-6,7294000-400
PIMCO ETF TR
25YR+ ZERO U S
15,1478,740-6,4071,0855861.65%-499
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
06,907+6,90704701.32%+470
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
03,825+3,82504921.38%+492
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
000000
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