Portfolio (Quarterly)
Guide ↗
Flaharty Asset Management, LLC
· CIK 0001697882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | T | AT&T INC | Communication Services | 11,122 | $322K | 0.04% | SOLD |
| 62 | SO | SOUTHERN CO | Utilities | 3,250 | $314K | 0.04% | SOLD |
| 63 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,116 | $312K | 0.04% | SOLD |
| 64 | RAVI | FLEXSHARES TR | — | 4,040 | $305K | 0.04% | SOLD |
| 65 | SRRK | SCHOLAR ROCK HLDG CORP | Healthcare | 6,000 | $295K | 0.04% | SOLD |
| 66 | HYLS | FIRST TR EXCHANGE-TRADED FD | — | 7,172 | $291K | 0.04% | SOLD |
| 67 | IJH | ISHARES TR | — | 4,273 | $289K | 0.04% | SOLD |
| 68 | META | META PLATFORMS INC | Communication Services | 493 | $282K | 0.04% | SOLD |
| 69 | GOOGL | ALPHABET INC | Communication Services | 954 | $274K | 0.03% | SOLD |
| 70 | KLAC | KLA CORP | Technology | 183 | $269K | 0.03% | SOLD |
| 71 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,308 | $266K | 0.03% | SOLD |
| 72 | PAYX | PAYCHEX INC | Industrials | 2,850 | $263K | 0.03% | SOLD |
| 73 | SHOP | SHOPIFY INC | Technology | 2,145 | $254K | 0.03% | SOLD |
| 74 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 13,600 | $254K | 0.03% | SOLD |
| 75 | AON | AON PLC | Financial Services | 768 | $248K | 0.03% | SOLD |
| 76 | NEAR | ISHARES U S ETF TR | — | 4,810 | $245K | 0.03% | SOLD |
| 77 | XLK | SELECT SECTOR SPDR TR | — | 1,828 | $243K | 0.03% | SOLD |
| 78 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,709 | $236K | 0.03% | SOLD |
| 79 | WFC | WELLS FARGO & CO | Financial Services | 2,961 | $236K | 0.03% | SOLD |
| 80 | VTV | VANGUARD INDEX FDS | — | 1,125 | $221K | 0.03% | SOLD |
Sector Allocation
Financial Services
38.5%
Technology
27.5%
Basic Materials
8.4%
Real Estate
6.7%
Industrials
5.1%
Energy
4.7%
Healthcare
4.7%
Utilities
4.3%