• 13F History

FLC Capital Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$435M
Signature - Title
Brian Ekstrom - Chief Compliance Officer
Location
Palm Desert, CA
Summary
This page shows a list of all the recent 13F filings made by FLC Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FLC Capital Advisors reported 174 stock holdings with total value $435M as of Q4 2024. Top holdings included SCHG, VTV, SCHO, SCHR, and SCHZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 174 $435M +$89.4M -$11.2M +$78.2M SCHG, VTV, SCHO, SCHR, SCHZ 13F-HR 1/16/2025, 11:29 AM
Q3 2024 172 $433M +$14.2M -$6.46M +$7.7M SCHG, VTV, SCHR, SCHO, SCHZ 13F-HR 10/16/2024, 05:02 PM
Q2 2024 168 $406M +$46.2M -$40M +$6.13M SCHG, SCHO, SCHR, VTV, SCHZ 13F-HR 7/15/2024, 03:11 PM
Q1 2024 164 $396M +$12.6M -$5.65M +$6.93M SCHO, SCHG, VTV, SCHR, BIL 13F-HR 5/3/2024, 08:14 PM
Q4 2023 153 $371M +$60.6M -$44.4M +$16.2M SCHO, SCHG, SCHR, VTV, BIL 13F-HR 1/18/2024, 09:39 AM
Q3 2023 145 $330M +$7.31M -$9.65M -$2.34M SCHO, SCHG, VTV, BSV, SCHR 13F-HR 1/18/2024, 09:39 AM
Q2 2023 148 $342M +$16.4M -$9.42M +$6.97M SCHO, SCHG, VTV, BSV, SCHR 13F-HR 8/11/2023, 04:35 PM
Q1 2023 152 $327M +$10.1M -$11.9M -$1.84M SCHO, SCHG, VTV, SCHR, BSV 13F-HR 4/26/2023, 07:37 PM
Q4 2022 159 $321M +$115M -$79.9M +$35.2M SCHO, SCHR, VTV, BSV, SCHG 13F-HR 1/27/2023, 05:02 PM
Q3 2022 153 $282M +$51.1M -$32.8M +$18.3M SPLG, ESGU, SCHO, SCHR, AAPL 13F-HR 10/14/2022, 05:17 PM
Q2 2022 151 $300M +$25.9M -$34.4M -$8.54M ESGU, SPLG, SCHZ, IUSB, SCHR 13F-HR 7/27/2022, 09:00 AM
Q1 2022 161 $348M +$44.2M -$24.1M +$20.1M ESGU, SPLG, IUSB, AAPL, SCHP 13F-HR 4/22/2022, 08:00 PM
Q4 2021 169 $356M +$49.5M -$42.9M +$6.6M ESGU, GOVT, SPLG, AAPL, IUSB 13F-HR 1/25/2022, 05:30 PM
Q3 2021 171 $339M +$14.4M -$7.61M +$6.79M GOVT, ESGU, IVV, AAPL, IUSB 13F-HR 10/12/2021, 09:49 PM
Q2 2021 168 $340M +$24.3M -$18.9M +$5.32M GOVT, ESGU, IVV, AAPL, IGSB 13F-HR 8/11/2021, 09:36 PM
Q1 2021 160 $319M +$42.2M -$33.4M +$8.83M GOVT, ESGU, IVV, LQD, AAPL 13F-HR 4/23/2021, 03:52 PM
Q4 2020 145 $301M +$14M -$3.11M +$10.9M GOVT, ESGU, IVV, LQD, AAPL 13F-HR 2/9/2021, 08:46 PM
Q3 2020 136 $273M +$50.5M -$35.2M +$15.3M GOVT, LQD, IVV, ESGU, IGSB 13F-HR 10/23/2020, 05:05 PM
Q2 2020 118 $252M +$88.5M -$80.2M +$8.31M SCHO, GOVT, LQD, IVV, IWF 13F-HR 7/10/2020, 04:51 PM
Q1 2020 118 $215M +$20.8M -$8.98M +$11.9M SCHO, FLRN, SCHD, IWF, VCSH 13F-HR 4/9/2020, 05:20 PM
Q4 2019 125 $240M +$6.81M -$2.44M +$4.36M SCHO, SCHD, IWF, FLRN, EFAV 13F-HR 1/10/2020, 06:00 PM
Q3 2019 129 $226M +$14.9M -$22.3M -$7.32M SCHO, SCHD, IWF, FLRN, EFAV 13F-HR 10/28/2019, 06:14 PM
Q2 2019 129 $234M +$19.1M -$1.29M +$17.9M SCHO, SCHD, IWF, FLRN, EFAV 13F-HR 8/2/2019, 07:51 PM
Q1 2019 115 $213M +$81.8M -$20.1M +$61.7M SCHO, SCHD, IWF, FLRN, EFAV 13F-HR 5/13/2019, 01:53 PM
Q4 2018 86 $148M SCHO, SCHR, FLRN, SCHD, GLTR 13F-HR 2/8/2019, 04:37 PM