$148 Million is the total value of FLC Capital Advisors's 86 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 15.5% |
| ISHARES TR | 23 | Q2 2024 | 7.4% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 8.2% |
| APPLE INC | 23 | Q2 2024 | 3.9% |
| MERCK & CO. INC | 23 | Q2 2024 | 2.9% |
| ISHARES TR | 23 | Q2 2024 | 4.5% |
| ABRDN PRECIOUS METALS BASKET | 23 | Q2 2024 | 4.9% |
| ISHARES TR | 23 | Q2 2024 | 4.5% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.2% |
View FLC Capital Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
View FLC Capital Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.