Flaharty Asset Management
Latest statistics and disclosures from Flaharty Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MINT, IWD, IWF, JAAA, RSPG, and represent 27.02% of Flaharty Asset Management's stock portfolio.
- Added to shares of these 10 stocks: XLI (+$19M), XCEM (+$8.5M), XLF (+$8.0M), KORP (+$7.3M), RSPG (+$5.6M), RDVY, BOND, SPBO, JAAA, EMBD.
- Started 385 new stock positions in COWZ, IVW, VIG, IEMG, BA, IUSV, MRVL, TRV, PFG, SLV.
- Reduced shares in these 10 stocks: XLP (-$31M), PFM (-$15M), IWF (-$7.4M), IWD, TDIV, FTSL, IWO, ROBT, IJJ, QQQ.
- Sold out of its positions in COMP, ELF, PPTA, RBRK, JOBY.
- Flaharty Asset Management was a net buyer of stock by $13M.
- Flaharty Asset Management has $693M in assets under management (AUM), dropping by 1.17%.
- Central Index Key (CIK): 0001697882
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Portfolio Holdings for Flaharty Asset Management
Flaharty Asset Management holds 508 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Flaharty Asset Management has 508 total positions. Only the first 250 positions are shown.
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- Download the Flaharty Asset Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 6.3 | $44M | 432k | 100.62 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 5.6 | $39M | -7% | 207k | 188.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.5 | $38M | -16% | 106k | 361.09 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 4.8 | $34M | +6% | 662k | 50.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 4.8 | $33M | +20% | 403k | 81.87 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 4.7 | $33M | -5% | 716k | 45.65 |
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| Select Sector Spdr Tr Financial (XLF) | 4.4 | $31M | +35% | 614k | 49.81 |
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| American Centy Etf Tr Diversifid Crp (KORP) | 4.1 | $28M | +35% | 604k | 46.74 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 3.9 | $27M | 197k | 135.68 |
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| First Tr Exchange Traded Multi Asset Di (MDIV) | 3.7 | $26M | +6% | 1.6M | 16.35 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 3.5 | $24M | +9% | 264k | 92.47 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 3.3 | $23M | 906k | 25.52 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 3.3 | $23M | +58% | 780k | 29.54 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 3.1 | $22M | -40% | 472k | 45.78 |
|
| Select Sector Spdr Tr Indl (XLI) | 3.1 | $21M | +929% | 162k | 131.07 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 2.8 | $20M | -10% | 265k | 73.61 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 2.8 | $19M | +11% | 669k | 29.03 |
|
| Global X Fds Us Pfd Etf (PFFD) | 2.8 | $19M | +8% | 1.0M | 19.04 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 2.7 | $19M | +9% | 354k | 52.35 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.4 | $16M | +10% | 188k | 87.17 |
|
| Global X Fds X Emerging Mkt (EMBD) | 2.3 | $16M | +12% | 690k | 22.84 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 2.2 | $15M | +8% | 303k | 50.52 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.2 | $15M | +9% | 299k | 50.63 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.7 | $12M | -8% | 46k | 255.53 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.6 | $11M | -6% | 95k | 119.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $5.4M | -12% | 12k | 468.91 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.5 | $3.6M | +152% | 61k | 58.54 |
|
| Microsoft Corporation (MSFT) | 0.5 | $3.4M | 9.1k | 375.38 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $2.5M | -12% | 19k | 134.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.5M | -8% | 4.5k | 559.36 |
|
| Apple (AAPL) | 0.3 | $2.1M | -24% | 9.6k | 222.13 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.3 | $2.0M | +2% | 51k | 39.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | 12k | 165.84 |
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|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $1.8M | -20% | 8.1k | 222.15 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $1.7M | +5% | 105k | 16.63 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.2 | $1.7M | -11% | 15k | 113.13 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | +8% | 17k | 90.54 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.5M | +14% | 14k | 108.38 |
|
| Caterpillar (CAT) | 0.2 | $1.4M | -5% | 4.3k | 329.82 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.3M | 68k | 19.48 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | 1.5k | 826.13 |
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| Microstrategy Cl A New (MSTR) | 0.2 | $1.2M | +37% | 4.1k | 288.27 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.1M | +3% | 22k | 51.94 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.1M | 56k | 19.59 |
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|
| Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.2 | $1.1M | 16k | 69.65 |
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| Vulcan Materials Company (VMC) | 0.2 | $1.1M | 4.6k | 233.31 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.1M | -2% | 3.4k | 306.76 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.0M | 50k | 20.68 |
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| Amazon (AMZN) | 0.1 | $968k | +87% | 5.1k | 190.26 |
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| Home Depot (HD) | 0.1 | $898k | -3% | 2.4k | 366.46 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $889k | 12k | 73.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $866k | 3.0k | 288.14 |
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| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.1 | $836k | -11% | 9.9k | 84.86 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $804k | 35k | 23.05 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $794k | 8.0k | 98.92 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $745k | 37k | 20.35 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $725k | +3% | 6.9k | 105.44 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $725k | -2% | 15k | 49.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $694k | -3% | 4.0k | 173.23 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $619k | 14k | 45.20 |
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| Tesla Motors (TSLA) | 0.1 | $604k | +136% | 2.3k | 259.16 |
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| Procter & Gamble Company (PG) | 0.1 | $599k | -5% | 3.5k | 170.42 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $589k | -9% | 5.9k | 99.35 |
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| Wal-Mart Stores (WMT) | 0.1 | $567k | +3% | 6.5k | 87.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $552k | -11% | 2.8k | 199.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $526k | -4% | 988.00 | 532.58 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $517k | +40% | 7.0k | 73.87 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $512k | +10% | 3.3k | 156.23 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $496k | +11% | 4.5k | 111.09 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $467k | -40% | 33k | 14.26 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $454k | -23% | 3.8k | 118.94 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $442k | 5.9k | 74.72 |
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| Paychex (PAYX) | 0.1 | $440k | -6% | 2.9k | 154.28 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $438k | 2.9k | 153.10 |
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| Costco Wholesale Corporation (COST) | 0.1 | $431k | -4% | 456.00 | 945.78 |
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| Bank of America Corporation (BAC) | 0.1 | $429k | +15% | 10k | 41.73 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $420k | 3.4k | 121.97 |
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| Public Service Enterprise (PEG) | 0.1 | $411k | 5.0k | 82.31 |
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| Southern Company (SO) | 0.1 | $400k | -8% | 4.4k | 91.95 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $399k | -5% | 1.6k | 245.35 |
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| America's Car-Mart (CRMT) | 0.1 | $386k | +21% | 8.5k | 45.39 |
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| Southern Copper Corporation (SCCO) | 0.1 | $376k | +48% | 4.0k | 93.46 |
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| Palo Alto Networks (PANW) | 0.1 | $365k | -2% | 2.1k | 170.64 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $351k | 7.1k | 49.36 |
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| McDonald's Corporation (MCD) | 0.0 | $339k | 1.1k | 312.37 |
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| Jabil Circuit (JBL) | 0.0 | $337k | -3% | 2.5k | 136.07 |
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| UnitedHealth (UNH) | 0.0 | $337k | -3% | 643.00 | 523.75 |
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| Oportun Finl Corp (OPRT) | 0.0 | $329k | +20% | 60k | 5.49 |
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| Intel Corporation (INTC) | 0.0 | $325k | +27% | 14k | 22.71 |
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| Cisco Systems (CSCO) | 0.0 | $312k | -20% | 5.1k | 61.71 |
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| Aon Shs Cl A (AON) | 0.0 | $307k | 768.00 | 399.09 |
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| Flexshares Tr Flexshares Ultra (RAVI) | 0.0 | $305k | 4.0k | 75.58 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $294k | 7.2k | 41.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $289k | 1.1k | 274.84 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $279k | +27% | 7.4k | 37.73 |
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| Meta Platforms Cl A (META) | 0.0 | $265k | +16% | 460.00 | 576.36 |
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| Cbiz (CBZ) | 0.0 | $265k | 3.5k | 75.86 |
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| Nextera Energy (NEE) | 0.0 | $265k | +2% | 3.7k | 70.88 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $252k | 14k | 18.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $248k | +7% | 4.2k | 58.35 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $245k | 4.8k | 50.87 |
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| Middlefield Banc Corp Com New (MBCN) | 0.0 | $245k | -50% | 8.8k | 27.95 |
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| Semler Scientific (SMLR) | 0.0 | $243k | NEW | 6.7k | 36.20 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $242k | NEW | 2.3k | 105.60 |
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| Goldman Sachs (GS) | 0.0 | $233k | 427.00 | 546.29 |
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| Visa Com Cl A (V) | 0.0 | $232k | -34% | 663.00 | 350.46 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $232k | 2.2k | 107.89 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $230k | -10% | 1.1k | 206.48 |
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| Verizon Communications (VZ) | 0.0 | $228k | 5.0k | 45.36 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $218k | NEW | 1.6k | 132.46 |
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| Morgan Stanley Com New (MS) | 0.0 | $218k | +3% | 1.9k | 116.67 |
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| Hubspot (HUBS) | 0.0 | $214k | -6% | 375.00 | 571.29 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $212k | -99% | 2.6k | 81.65 |
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| Reddit Cl A (RDDT) | 0.0 | $210k | NEW | 2.0k | 104.90 |
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| Sun Life Financial (SLF) | 0.0 | $207k | 3.6k | 57.26 |
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| Oracle Corporation (ORCL) | 0.0 | $206k | 1.5k | 139.78 |
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| Shopify Cl A (SHOP) | 0.0 | $205k | -25% | 2.1k | 95.44 |
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| Walt Disney Company (DIS) | 0.0 | $203k | -3% | 2.1k | 98.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $200k | -20% | 1.9k | 104.57 |
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| At&t (T) | 0.0 | $199k | NEW | 7.0k | 28.28 |
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| Kla Corp Com New (KLAC) | 0.0 | $192k | -20% | 283.00 | 678.99 |
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| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.0 | $188k | NEW | 10k | 18.83 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $187k | NEW | 723.00 | 258.62 |
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| Argenx Se Sponsored Adr (ARGX) | 0.0 | $180k | NEW | 304.00 | 591.87 |
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| Applied Materials (AMAT) | 0.0 | $173k | NEW | 1.2k | 145.12 |
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| ConocoPhillips (COP) | 0.0 | $169k | NEW | 1.6k | 105.04 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $164k | NEW | 1.6k | 102.18 |
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| Capital One Financial (COF) | 0.0 | $156k | NEW | 868.00 | 179.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $155k | NEW | 895.00 | 172.74 |
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| Shell Spon Ads (SHEL) | 0.0 | $150k | NEW | 2.1k | 73.28 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $148k | NEW | 278.00 | 533.48 |
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| First Tr Multi Cap Growth Al Com Shs (FAD) | 0.0 | $148k | NEW | 1.1k | 129.37 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $148k | NEW | 2.5k | 59.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $147k | -26% | 1.2k | 122.01 |
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| Albemarle Corporation (ALB) | 0.0 | $144k | NEW | 2.0k | 72.02 |
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| Merck & Co (MRK) | 0.0 | $141k | -38% | 1.6k | 89.77 |
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| Broadcom (AVGO) | 0.0 | $137k | NEW | 819.00 | 167.43 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $136k | NEW | 1.6k | 84.40 |
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| Pfizer (PFE) | 0.0 | $135k | NEW | 5.3k | 25.34 |
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| Advanced Micro Devices (AMD) | 0.0 | $135k | NEW | 1.3k | 102.74 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $131k | NEW | 1.5k | 85.07 |
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| Honeywell International (HON) | 0.0 | $128k | NEW | 605.00 | 211.75 |
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| Abbott Laboratories (ABT) | 0.0 | $124k | NEW | 933.00 | 132.65 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $123k | NEW | 844.00 | 146.01 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $121k | NEW | 970.00 | 124.50 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $121k | NEW | 2.6k | 46.81 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $121k | NEW | 287.00 | 419.88 |
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| Wells Fargo & Company (WFC) | 0.0 | $119k | NEW | 1.7k | 71.79 |
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| Group 1 Automotive (GPI) | 0.0 | $115k | NEW | 300.00 | 381.95 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $113k | NEW | 3.1k | 36.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $113k | NEW | 733.00 | 154.64 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $112k | NEW | 850.00 | 132.25 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $110k | NEW | 855.00 | 128.96 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $108k | NEW | 732.00 | 147.72 |
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| Gilat Satellite Networks Shs New (GILT) | 0.0 | $108k | NEW | 17k | 6.35 |
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| Public Storage (PSA) | 0.0 | $105k | NEW | 349.00 | 299.29 |
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| Stryker Corporation (SYK) | 0.0 | $102k | NEW | 274.00 | 372.25 |
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| American Electric Power Company (AEP) | 0.0 | $101k | NEW | 925.00 | 109.25 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $100k | NEW | 2.5k | 40.16 |
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| Sempra Energy (SRE) | 0.0 | $96k | NEW | 1.4k | 71.36 |
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| Waste Management (WM) | 0.0 | $95k | NEW | 410.00 | 231.51 |
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| International Business Machines (IBM) | 0.0 | $94k | NEW | 380.00 | 248.34 |
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| Zimmer Holdings (ZBH) | 0.0 | $94k | NEW | 831.00 | 113.18 |
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| Remitly Global (RELY) | 0.0 | $94k | NEW | 4.5k | 20.80 |
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| NOVA MEASURING Instruments L (NVMI) | 0.0 | $92k | NEW | 500.00 | 184.33 |
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| Eversource Energy (ES) | 0.0 | $92k | NEW | 1.5k | 62.11 |
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| D-wave Quantum (QBTS) | 0.0 | $91k | NEW | 12k | 7.60 |
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| Qualcomm (QCOM) | 0.0 | $90k | NEW | 587.00 | 153.61 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $90k | NEW | 1.1k | 83.28 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $90k | -66% | 1.3k | 68.55 |
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| NetApp (NTAP) | 0.0 | $89k | NEW | 1.0k | 87.84 |
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| Danaher Corporation (DHR) | 0.0 | $88k | NEW | 430.00 | 205.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $86k | NEW | 876.00 | 98.09 |
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| Amphenol Corp Cl A (APH) | 0.0 | $85k | NEW | 1.3k | 65.59 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $84k | NEW | 256.00 | 327.13 |
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| Chevron Corporation (CVX) | 0.0 | $82k | NEW | 489.00 | 167.29 |
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| MetLife (MET) | 0.0 | $80k | NEW | 1.0k | 80.29 |
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| Arista Networks Com Shs (ANET) | 0.0 | $78k | NEW | 1.0k | 77.48 |
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| Tyson Foods Cl A (TSN) | 0.0 | $77k | NEW | 1.2k | 63.81 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $75k | NEW | 1.8k | 40.76 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $73k | NEW | 1.5k | 48.54 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $70k | NEW | 556.00 | 125.97 |
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| Curtiss-Wright (CW) | 0.0 | $69k | NEW | 218.00 | 317.27 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $68k | NEW | 210.00 | 325.51 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $68k | NEW | 136.00 | 497.60 |
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| Schlumberger Com Stk (SLB) | 0.0 | $67k | NEW | 1.6k | 41.80 |
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| Ge Aerospace Com New (GE) | 0.0 | $67k | NEW | 334.00 | 200.15 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $67k | NEW | 713.00 | 93.45 |
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| Flex Ord (FLEX) | 0.0 | $66k | NEW | 2.0k | 33.08 |
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| Nike CL B (NKE) | 0.0 | $65k | NEW | 1.0k | 63.48 |
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| Cadence Design Systems (CDNS) | 0.0 | $64k | NEW | 250.00 | 254.34 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $63k | NEW | 8.0k | 7.92 |
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| Celestica (CLS) | 0.0 | $63k | NEW | 800.00 | 78.81 |
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| Hamilton Insurance Group CL B (HG) | 0.0 | $62k | NEW | 3.0k | 20.73 |
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| Consolidated Edison (ED) | 0.0 | $62k | NEW | 557.00 | 110.65 |
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| Pepsi (PEP) | 0.0 | $60k | NEW | 399.00 | 149.94 |
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| Lowe's Companies (LOW) | 0.0 | $59k | NEW | 253.00 | 233.23 |
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.0 | $59k | NEW | 652.00 | 90.09 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $59k | NEW | 354.00 | 165.28 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $58k | NEW | 1.1k | 51.55 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $58k | NEW | 1.2k | 50.42 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $58k | NEW | 1.2k | 49.60 |
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| Nexgel (NXGL) | 0.0 | $57k | NEW | 19k | 2.98 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $57k | NEW | 613.00 | 92.29 |
|
| American Express Company (AXP) | 0.0 | $56k | NEW | 209.00 | 269.07 |
|
| TJX Companies (TJX) | 0.0 | $56k | NEW | 456.00 | 121.80 |
|
| Viking Therapeutics (VKTX) | 0.0 | $56k | NEW | 2.3k | 24.15 |
|
| Marvell Technology (MRVL) | 0.0 | $56k | NEW | 901.00 | 61.57 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $54k | NEW | 2.5k | 21.63 |
|
| Cloudastructure Com Cl A | 0.0 | $53k | NEW | 12k | 4.44 |
|
| Copart (CPRT) | 0.0 | $53k | NEW | 940.00 | 56.59 |
|
| Carrier Global Corporation (CARR) | 0.0 | $53k | NEW | 835.00 | 63.43 |
|
| Principal Financial (PFG) | 0.0 | $51k | NEW | 609.00 | 84.37 |
|
| Watsco, Incorporated (WSO) | 0.0 | $51k | NEW | 100.00 | 508.30 |
|
| Illinois Tool Works (ITW) | 0.0 | $50k | NEW | 200.00 | 248.01 |
|
| Coca-Cola Company (KO) | 0.0 | $49k | NEW | 681.00 | 71.62 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $48k | NEW | 1.7k | 28.58 |
|
| Deere & Company (DE) | 0.0 | $48k | NEW | 101.00 | 470.01 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $47k | NEW | 625.00 | 75.74 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $47k | NEW | 371.00 | 127.08 |
|
| Cummins (CMI) | 0.0 | $47k | NEW | 150.00 | 313.44 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $47k | NEW | 644.00 | 72.70 |
|
| Digital Realty Trust (DLR) | 0.0 | $46k | NEW | 322.00 | 143.29 |
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $46k | -85% | 418.00 | 109.80 |
|
| Expedia Group Com New (EXPE) | 0.0 | $46k | NEW | 272.00 | 168.10 |
|
| South State Corporation (SSB) | 0.0 | $46k | NEW | 490.00 | 92.82 |
|
| Blackrock (BLK) | 0.0 | $45k | NEW | 48.00 | 946.48 |
|
| Trimble Navigation (TRMB) | 0.0 | $45k | NEW | 688.00 | 65.65 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $45k | NEW | 470.00 | 95.75 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $45k | NEW | 2.0k | 23.04 |
|
| SM Energy (SM) | 0.0 | $45k | NEW | 1.5k | 29.95 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $45k | NEW | 731.00 | 60.97 |
|
| Citigroup Com New (C) | 0.0 | $43k | NEW | 602.00 | 70.99 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $41k | NEW | 697.00 | 58.96 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $40k | NEW | 485.00 | 82.73 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $40k | NEW | 215.00 | 183.52 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $39k | NEW | 599.00 | 65.17 |
|
| McKesson Corporation (MCK) | 0.0 | $39k | NEW | 58.00 | 673.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $39k | NEW | 279.00 | 139.78 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $38k | NEW | 198.00 | 193.99 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $38k | NEW | 372.00 | 103.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $38k | NEW | 170.00 | 221.75 |
|
| Netflix (NFLX) | 0.0 | $37k | NEW | 40.00 | 932.55 |
|
| Discover Financial Services (DFS) | 0.0 | $37k | NEW | 218.00 | 170.70 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $37k | NEW | 414.00 | 89.64 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $37k | NEW | 600.00 | 60.89 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $36k | NEW | 70.00 | 512.01 |
|
| F5 Networks (FFIV) | 0.0 | $35k | NEW | 130.00 | 266.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $34k | NEW | 359.00 | 93.78 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $33k | NEW | 174.00 | 190.58 |
|
Past Filings by Flaharty Asset Management
SEC 13F filings are viewable for Flaharty Asset Management going back to 2016
- Flaharty Asset Management 2025 Q1 filed May 20, 2025
- Flaharty Asset Management 2024 Q4 filed Feb. 5, 2025
- Flaharty Asset Management 2024 Q3 filed Oct. 18, 2024
- Flaharty Asset Management 2024 Q2 filed Aug. 1, 2024
- Flaharty Asset Management 2024 Q1 filed May 14, 2024
- Flaharty Asset Management 2023 Q4 filed Feb. 5, 2024
- Flaharty Asset Management 2023 Q3 filed Nov. 14, 2023
- Flaharty Asset Management 2023 Q2 filed Aug. 11, 2023
- Flaharty Asset Management 2023 Q1 filed May 10, 2023
- Flaharty Asset Management 2022 Q4 filed Feb. 14, 2023
- Flaharty Asset Management 2022 Q3 filed Nov. 3, 2022
- Flaharty Asset Management 2022 Q2 filed July 11, 2022
- Flaharty Asset Management 2022 Q1 filed May 3, 2022
- Flaharty Asset Management 2021 Q4 filed Feb. 15, 2022
- Flaharty Asset Management 2021 Q3 filed Nov. 2, 2021
- Flaharty Asset Management 2021 Q2 filed Aug. 11, 2021