FLP Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
Bentonville, AR
Holdings as of
12/31/2024
Date filed
7/14/2025
Form type
13F-HR
Num holdings
471
Total value ($000)
$39,123
Net value change ($000)
—
New positions
469
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/15/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WMT 2,481 —
MUB 1,502 —
SIVR 1,338 —
IEI 1,296 —
XMMO 1,215 —
IEF 1,191 —
XSMO 1,144 —
SPTL 1,085 —
ZROZ 1,043 —
QUAL 1,021 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type