SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Flaharty Asset Management, LLC

CIK 0001697882 · 311 PARK PLACE BLVD, STE 150, CLEARWATER, FL, 33759 · 7272521050

Reported Value
$257M
Q2 2019
Positions
68
Filings on Record
31
2019–present window
Filed
Jul 30, 2019
original filing

Summary

Flaharty Asset Management, LLC reported $257M in U.S.-listed holdings across 68 positions for Q2 2019.

The portfolio is heavily concentrated: IWF alone accounts for 41.9% of reported value.

Compared with Q1 2019, the fund opened 3 new positions and exited 16.

Portfolio Metrics

Turnover
+3.7%
vs prior filed quarter
Top-10 Concentration
+95.4%
share of reported value
Largest Position
+41.9%
Ishares Tr
New / Exited
3 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $249MQ1 ’19Q2 ’19: $257MQ3 ’19: $264MQ4 ’19: $282MQ1 ’20: $217MQ1 ’20Q2 ’20: $285MQ3 ’20: $318MQ4 ’20: $401MQ1 ’21: $433MQ1 ’21Q2 ’21: $468MQ3 ’21: $485MQ4 ’21: $543MQ1 ’22: $545MQ1 ’22Q2 ’22: $492MQ3 ’22: $486MQ4 ’22: $534MQ1 ’23: $560MQ1 ’23Q2 ’23: $584MQ3 ’23: $598MQ4 ’23: $633MQ1 ’24: $674MQ1 ’24Q2 ’24: $677MQ3 ’24: $711MQ4 ’24: $685MQ1 ’25: $693MQ1 ’25Q2 ’25: $731MQ3 ’25: $787MQ4 ’25: $801MQ1 ’26: $806MQ1 ’26Q2 ’26: $70Mfilingsflow.com

Portfolio Composition

By security type
ETP: 91.5%Common Stock: 7.9%Other: 0.7%
  • ETP · 91.5% · $235M
  • Common Stock · 7.9% · $20M
  • Other · 0.7% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RWLINVESCO EXCHNG TRADED FD TRNEW+11.2K11.2K+$596,000$596,000
MCDMCDONALDS CORPNEW+985985+$205,000$205,000
ALPS ETF TRNEW+11.2K11.2K+$110,000$110,000
OPPENHEIMER ETF TRSOLD OUT11.2K0$575,000$0
LOWLOWES COS INCSOLD OUT4.9K0$539,000$0
HDHOME DEPOT INCSOLD OUT2.8K0$532,000$0
ALLALLSTATE CORPSOLD OUT4.8K0$456,000$0
DPZDOMINOS PIZZA INCSOLD OUT1.6K0$419,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

38 positions (from 68 filing rows — )
#IssuerClass% PortfolioValueShares
1IWFISHARES TRRUS 1000 GRW ETF · RUS 1000 VAL ETF · S&P MC 400VL ETF · MORTGE REL ETF · IBOXX INV CP ETF · RUS 2000 VAL ETF · RUS 2000 GRW ETF · PFD AND INCM SEC · NATIONAL MUN ETF · RUS 1000 ETF · IBOXX HI YD ETF · IBONDS DEC2021 · RUSSELL 2000 ETF · JPMORGAN USD EMG · RUS MID CAP ETF · TIPS BD ETF · RUSSELL 3000 ETF41.87%$108M998.0K
2LMBSFIRST TR EXCHANGE-TRADED FDPFD SECS INC ETF · FST LOW OPPT EFT · FIRST TR TA HIYL · DJ INTERNT IDX · TECH ALPHADEX22.86%$59M1.60M
3SDYSPDR SERIES TRUSTS&P DIVID ETF · BLMBRG BRC CNVRT · AEROSPACE DEF13.30%$34M441.1K
4BIZDVANECK VECTORS ETF TRhistory →BDC INCOME ETF4.35%$11M673.2K
5XLFSELECT SECTOR SPDR TRSBI INT-FINL · ENERGY · RL EST SEL SEC3.23%$8M286.2K
6BABOEING COhistory →COM3.21%$8M2.3K
7RSPMINVESCO EXCHANGE TRADED FD TS&P500 EQL MAT · S&P500 BUY WRT2.84%$7M90.1K
8INVESCO EXCH TRD SLF IDX FDBULSHS 2021 CB · BULSHS 2022 HY · BULSHS 2024 CB · BULSHS 2023 CB · BULSHS 2022 CB · BULSHS 2023 HY1.97%$5M228.2K
9ALXNALEXION PHARMACEUTICALS INChistory →COM1.38%$4M27.1K
10MSFTMICROSOFT CORPCOM0.40%$1M7.7K
11KORPAMERICAN CENTY ETF TRDIVERSIFID CRP0.39%$1M19.7K
12VMCVULCAN MATLS COCOM0.36%$914,0006.7K
13AAPLAPPLE INCCOM0.34%$878,0004.4K
14SPYSPDR S&P 500 ETF TRTR UNIT0.30%$773,0002.6K
15AMZNAMAZON COM INCCOM0.27%$697,000368
16INTCINTEL CORPCOM0.24%$610,00012.7K
17RWLINVESCO EXCHNG TRADED FD TRS&P 500 REVENUE0.23%$596,00011.2K
18AIVLWISDOMTREE TRUS DIVID EX FNCL0.22%$574,0006.7K
19VYMVANGUARD WHITEHALL FDS INCHIGH DIV YLD0.19%$501,0005.7K
20GLDSPDR GOLD TRUSTGOLD SHS0.17%$435,0003.3K
21QQQINVESCO QQQ TRUNIT SER 10.15%$376,0002.0K
22UNHUNITEDHEALTH GROUP INCCOM0.14%$368,0001.5K
23CSCOCISCO SYS INCCOM0.14%$361,0006.6K
24PGPROCTER AND GAMBLE COCOM0.14%$360,0003.3K
25HOMBHOME BANCSHARES INCCOM0.14%$352,00018.3K
26JPMJPMORGAN CHASE & COCOM0.13%$345,0003.1K
27ABIOMED INCCOM0.13%$339,0001.3K
28GAPGAP INCCOM0.12%$317,00017.6K
29DUKDUKE ENERGY CORP NEWCOM NEW0.11%$272,0003.1K
30STTSTATE STR CORPCOM0.10%$260,0004.6K
31JNJJOHNSON & JOHNSONCOM0.10%$252,0001.8K
32GOOGLALPHABET INCCAP STK CL A0.09%$225,000208
33INTUINTUITCOM0.08%$217,000830
34KLACKLA-TENCOR CORPCOM0.08%$212,0001.8K
35FCXFREEPORT-MCMORAN INCCL B0.08%$208,00017.9K
36MCDMCDONALDS CORPCOM0.08%$205,000985
37ALPS ETF TRALERIAN MLP0.04%$110,00011.2K
38ABRAXAS PETE CORPCOM0.01%$26,00025.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$70M52Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$806M133May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$801M141Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$787M130Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$731M133Nov 10, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$693M508May 20, 202513F-HRchanges · EDGAR ↗
Q4 2024$685M128Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$711M447Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$677M119Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$674M118May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$633M117Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$598M473Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$584M109Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$560M111May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$534M117Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$486M114Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$492M123Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$545M120May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$543M136Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$485M134Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$468M123Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$433M112May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$401M102Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$318M67Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$285M70Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$217M62May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$282M74Jan 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$264M73Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$257M68Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$249M81Apr 26, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.