HoldingsChannel.com
FLC Capital Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 507,324 +61,698 $25,564
     SCHO507,324+61,698$25,564
SCHWAB STRATEGIC TR 326,010 +6,058 $17,455
     SCHD326,010+6,058$17,455
ISHARES TR (IWF) 106,191 +807 $17,011
     IWF106,191+807$17,011
SPDR SERIES TRUST (FLRN) 493,085 +19,063 $15,128
     FLRN493,085+19,063$15,128
ISHARES TR (EFAV) 193,772 +13,259 $14,114
     EFAV193,772+13,259$14,114
SCHWAB STRATEGIC TR 240,504 +7,673 $13,154
     SCHR240,504+7,673$13,154
VANGUARD SCOTTSDALE FDS (VCSH) 143,266 +3,424 $11,513
     VCSH143,266+3,424$11,513
ISHARES TR (IJH) 53,066 +334 $10,310
     IJH53,066+334$10,310
ISHARES TR (IJR) 130,473 +1,597 $10,165
     IJR130,473+1,597$10,165
ABERDEEN STD PRECIOUS METALS 126,260 +4,398 $8,497
     GLTR126,260+4,398$8,497
VANGUARD GROUP (VIG) 59,156 +12 $6,908
     VIG59,156+12$6,908
SCHWAB STRATEGIC TR 257,131 +7,661 $6,755
     SCHE257,131+7,661$6,755
INVESCO EXCHNG TRADED FD TR (PWZ) 184,017 +10,611 $4,957
     PWZ184,017+10,611$4,957
MERCK & CO INC 55,308 -190 $4,648
     MRK55,308-190$4,648
APPLE INC 18,424 +3,723 $3,685
     AAPL18,424+3,723$3,685
ISHARES TR (IEFA) 53,704 -5,463 $3,309
     IEFA53,704-5,463$3,309
VANGUARD INDEX FDS (VTI) 16,408 -389 $2,490
     VTI16,408-389$2,490
ENTERPRISE PRODS PARTNERS L 71,977 +8,635 $2,114
     EPD71,977+8,635$2,114
JPMORGAN CHASE & CO 18,374 +1,747 $2,074
     JPM18,374+1,747$2,074
AT&T INC 59,000 +1,393 $2,021
     T59,000+1,393$2,021
MICROSOFT CORP 13,930 +3,367 $1,908
     MSFT13,930+3,367$1,908
SPDR S&P 500 ETF TR (SPY) 6,239 +2,245 $1,852
     SPY6,239+2,245$1,852
FIRST FNDTN INC 120,250 -20,590 $1,676
     FFWM120,250-20,590$1,676
BERKSHIRE HATHAWAY INC DEL      $1,541
     BRK.B7,162+650$1,541
VERIZON COMMUNICATIONS INC 26,463 +2,021 $1,532
     VZ26,463+2,021$1,532
INTEL CORP 29,901 +1,422 $1,430
     INTC29,901+1,422$1,430
BOEING CO 3,816 +307 $1,340
     BA3,816+307$1,340
CATERPILLAR INC DEL 9,853 +1,800 $1,329
     CAT9,853+1,800$1,329
AMAZON COM INC 679 +250 $1,326
     AMZN679+250$1,326
W P CAREY INC 15,663 UNCH $1,307
     WPC15,663UNCH$1,307
CHEVRON CORP NEW 10,424 +3,374 $1,288
     CVX10,424+3,374$1,288
JOHNSON & JOHNSON 9,065 +967 $1,278
     JNJ9,065+967$1,278
FACEBOOK INC 6,322 +2,710 $1,238
     FB6,322+2,710$1,238
ENBRIDGE INC 34,381 +2,500 $1,237
     ENB34,381+2,500$1,237
PFIZER INC 28,501 +5,057 $1,234
     PFE28,501+5,057$1,234
WALMART INC 10,648 +693 $1,200
     WMT10,648+693$1,200
MAGELLAN MIDSTREAM PRTNRS LP 18,154 +2,980 $1,176
     MMP18,154+2,980$1,176
BANK AMER CORP 35,712 +5,197 $1,043
     BAC35,712+5,197$1,043
ALPHABET INC 865 UNCH $966
     GOOGL865UNCH$966
BNY MELLON MUN BD INFRASTRUC 69,505 UNCH $927
     DMB69,505UNCH$927
GLACIER BANCORP INC NEW 22,289 UNCH $895
     GBCI22,289UNCH$895
ISHARES TR (IEI) 7,124 -328 $891
     IEI7,124-328$891
3M CO 5,017 +152 $849
     MMM5,017+152$849
EXXON MOBIL CORP 10,399 -768 $795
     XOM10,399-768$795
ALPHABET INC 675 +35 $754
     GOOG675+35$754
INVESCO QQQ TR 3,905 UNCH $741
     QQQ3,905UNCH$741
NEXTERA ENERGY INC 3,427 +372 $717
     NEE3,427+372$717
ALTRIA GROUP INC 14,271 -1,023 $700
     MO14,271-1,023$700
ABBOTT LABS 7,954 +810 $677
     ABT7,954+810$677
BB&T CORP 13,336 +136 $659
     BBT13,336+136$659

See Full List: All Stocks Held By FLC Capital Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By FLC Capital Advisors

Size ($ in 1000's)
At 06/30/2019: $242,729
At 03/31/2019: $220,970

FLC Capital Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FLC Capital Advisors 13F filings. Link to 13F filings: SEC filings

FLC Capital Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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