FLP Wealth Management, LLC
CIK 2052024 · Holdings on Dec 31, 2024 · First reported Jul 14, 2025
Top ten holdings
Q4 2024- WMT6.34%
- MUB3.84%
- SIVR3.42%
- IEI3.31%
- XMMO3.11%
- IEF3.04%
- XSMO2.92%
- SPTL2.77%
- ZROZ2.67%
- QUAL2.61%
Share classes counted separately34.03%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WMTWALMART INC View history and evidence | $2.48M | 6.34% | 27.46K shares | Prior unavailable — | — | ↗▾ |
| 02 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $1.50M | 3.84% | 14.09K shares | Prior unavailable — | — | ↗▾ |
| 03 | SIVRABRDN PHYSICAL SILVER SHARESPHYSCL SILVR SHS View history and evidence | $1.34M | 3.42% | 48.55K shares | Prior unavailable — | — | ↗▾ |
| 04 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $1.30M | 3.31% | 11.22K shares | Prior unavailable — | — | ↗▾ |
| 05 | XMMOINVESCO S&P MIDCAP MOMENTUMS&P MDCP MOMNTUM View history and evidence | $1.21M | 3.11% | 9.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $1.19M | 3.04% | 12.88K shares | Prior unavailable — | — | ↗▾ |
| 07 | XSMOINVESCO S&P SMALLCAP MOMENTUS&P SMLCP MOMENT View history and evidence | $1.14M | 2.92% | 17.31K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPTLSS SPDR PF LNG TRM TSY E-USDPORTFOLIO LN TSR View history and evidence | $1.08M | 2.77% | 41.41K shares | Prior unavailable — | — | ↗▾ |
| 09 | ZROZPIMCO 25+ YR ZERO CPN US TIF25YR+ ZERO U S View history and evidence | $1.04M | 2.67% | 15.20K shares | Prior unavailable — | — | ↗▾ |
| 10 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $1.02M | 2.61% | 5.73K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052024 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 39123281
}Research all 471 reported holdings.
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