HoldingsChannel.com
FLC Capital Advisors Top Holdings
As of  06/30/2022, below is a summary of the FLC Capital Advisors top holdings by largest position size, as per the latest 13f filing made by FLC Capital Advisors. In the FLC Capital Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by FLC Capital Advisors in that top holding, then the share count change between reporting periods, and finally the FLC Capital Advisors top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (ESGU) 225,451 +4,765 $18,915
     ESGU225,451+4,765$18,915
SPDR SER TR (SPLG) 416,389 +78,180 $18,463
     SPLG416,389+78,180$18,463
SCHWAB STRATEGIC TR 331,697 +185,159 $15,878
     SCHZ331,697+185,159$15,878
ISHARES TR (IUSB) 269,012 +1,724 $12,595
     IUSB269,012+1,724$12,595
SCHWAB STRATEGIC TR 198,642 +79,199 $10,250
     SCHR198,642+79,199$10,250
APPLE INC 74,313 +279 $10,160
     AAPL74,313+279$10,160
SCHWAB STRATEGIC TR 167,784 -12,614 $7,967
     SCHJ167,784-12,614$7,967
MERCK & CO INC 84,188 -1,051 $7,675
     MRK84,188-1,051$7,675
ISHARES TR (EFV) 173,348 -13,638 $7,523
     EFV173,348-13,638$7,523
SCHWAB STRATEGIC TR 129,284 -76,157 $7,214
     SCHP129,284-76,157$7,214
ISHARES TR (IWF) 32,380 -636 $7,082
     IWF32,380-636$7,082
ISHARES U S ETF TR (COMT) 155,848 +34,503 $6,380
     COMT155,848+34,503$6,380
ISHARES TR (EFG) 73,248 -27,705 $5,896
     EFG73,248-27,705$5,896
SCHWAB STRATEGIC TR 81,019 -1,220 $5,803
     SCHD81,019-1,220$5,803
MICROSOFT CORP 19,629 -2,323 $5,041
     MSFT19,629-2,323$5,041
ISHARES TR (IVV) 13,248 +812 $5,023
     IVV13,248+812$5,023
ISHARES TR (MBB) 47,263 -21,225 $4,608
     MBB47,263-21,225$4,608
VANGUARD SPECIALIZED FUNDS (VIG) 31,564 -7,180 $4,528
     VIG31,564-7,180$4,528
ISHARES TR (FALN) 170,117 -183,891 $4,188
     FALN170,117-183,891$4,188
INTERNATIONAL BUSINESS MACHS 28,660 -1,313 $4,047
     IBM28,660-1,313$4,047
PFIZER INC 66,978 -1,746 $3,512
     PFE66,978-1,746$3,512
CHEVRON CORP NEW 22,706 -604 $3,287
     CVX22,706-604$3,287
ISHARES TR (VLUE) 35,229 -12,942 $3,189
     VLUE35,229-12,942$3,189
ISHARES TR (IJR) 34,032 -1,019 $3,145
     IJR34,032-1,019$3,145
ALPHABET INC 1,415 +83 $3,084
     GOOGL1,415+83$3,084
JOHNSON & JOHNSON 17,090 +37 $3,034
     JNJ17,090+37$3,034
ISHARES TR (IJH) 13,196 UNCH $2,985
     IJH13,196UNCH$2,985
JPMORGAN CHASE & CO 25,521 +1,213 $2,874
     JPM25,521+1,213$2,874
ENBRIDGE INC 67,756 -1,660 $2,863
     ENB67,756-1,660$2,863
WISDOMTREE TR 98,771 +12,791 $2,833
     XSOE98,771+12,791$2,833
EXXON MOBIL CORP 32,633 -1,206 $2,795
     XOM32,633-1,206$2,795
ISHARES TR (TLH) 22,926 +1,012 $2,755
     TLH22,926+1,012$2,755
SELECT SECTOR SPDR TR (XLE) 35,103 -3,137 $2,510
     XLE35,103-3,137$2,510
AMAZON COM INC 22,940 +21,619 $2,436
     AMZN22,940+21,619$2,436
SCHWAB STRATEGIC TR 58,479 -11,431 $2,280
     SCHA58,479-11,431$2,280
SCHWAB STRATEGIC TR 46,044 -15,364 $2,265
     SCHO46,044-15,364$2,265
ISHARES TR (SUB) 20,497 -139 $2,145
     SUB20,497-139$2,145
ALPHABET INC 952 -142 $2,082
     GOOG952-142$2,082
ABRDN PRECIOUS METALS BASKET 23,815 -704 $2,032
     GLTR23,815-704$2,032
FIRST FNDTN INC 96,039 -1,136 $1,967
     FFWM96,039-1,136$1,967
VANGUARD INDEX FDS (VTI) 10,396 UNCH $1,961
     VTI10,396UNCH$1,961
ENTERPRISE PRODS PARTNERS L 80,070 +10,720 $1,951
     EPD80,070+10,720$1,951
BERKSHIRE HATHAWAY INC DEL      $1,918
     BRK.B7,026+187$1,918
ABBVIE INC 12,441 UNCH $1,906
     ABBV12,441UNCH$1,906
ISHARES TR (EFAV) 30,015 -1,616 $1,900
     EFAV30,015-1,616$1,900
CATERPILLAR INC 10,157 -500 $1,816
     CAT10,157-500$1,816
WP CAREY INC 20,140 +702 $1,669
     WPC20,140+702$1,669
UNITEDHEALTH GROUP INC 3,132 UNCH $1,609
     UNH3,132UNCH$1,609
WALMART INC 12,971 -301 $1,577
     WMT12,971-301$1,577
VERIZON COMMUNICATIONS INC 29,368 +1,658 $1,490
     VZ29,368+1,658$1,490

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 06/30/2022: $300,070
At 03/31/2022: $356,379

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

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.