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Home > Institutional Investor > Flp Wealth Management, Llc > Profile

Instuitional Investor - Flp Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Flp Wealth Management, Llc
Portfolio Value $31,464,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 40,848 $3,586,044 11.4%
2.
Ishares Tr - NATIONAL MUN ETF
 15,004 $1,582,032 5.03%
3.
Abrdn Silver Etf Trust
 48,547 $1,578,263 5.02%
4.
Sprott Physical Gold Trust
 PHYS 59,474 $1,430,944 4.55%
5.
Ishares Tr
 11,238 $1,327,601 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)