MondegarAI
Flavin Financial Services, Inc.

Q4 2024 · 13F-HR/A

Flavin Financial Services, Inc.holdings as filed

Filed 2026-02-06 · accession 0002052798-26-000002

$105.1M
Reported value
68
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$5.7M5.43%13,541CommonNONE
037833100AAPLAPPLE INC$5.4M5.13%21,551CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.2M4.02%83,961CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.6M3.40%14,907CommonNONE
316092618FDHYFIDELITY COVINGTON TRUST$3.6M3.38%73,738CommonNONE
931142103WMTWALMART INC$3.5M3.37%39,174CommonNONE
46436E858IBTGISHARES TR$3.2M3.04%140,103CommonNONE
02079K107GOOGALPHABET INC$3.2M3.02%16,692CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.1M2.95%6,833CommonNONE
46436E866ISHARES TR$2.8M2.68%120,780CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$2.8M2.62%53,215CommonNONE
68389X105ORCLORACLE CORP$2.7M2.59%16,321CommonNONE
437076102HDHOME DEPOT INC$2.7M2.57%6,938CommonNONE
464287200IVVISHARES TR$2.6M2.47%4,412CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.3M2.23%12,173CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M2.16%4,496CommonNONE
92826C839VVISA INC$2.3M2.15%7,159CommonNONE
65339F101NEENEXTERA ENERGY INC$2.1M2.03%29,705CommonNONE
17275R102CSCOCISCO SYS INC$2.1M2.01%35,755CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.1M1.97%4,255CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M1.92%12,044CommonNONE
46090E103QQQINVESCO QQQ TR$1.9M1.81%3,725CommonNONE
464287804IJRISHARES TR$1.9M1.81%16,504CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M1.64%2,939CommonNONE
580135101MCDMCDONALDS CORP$1.7M1.62%5,860CommonNONE
58933Y105MRKMERCK & CO INC$1.7M1.58%16,686CommonNONE
67066G104NVDANVIDIA CORPORATION$1.6M1.50%11,720CommonNONE
46434V621DGROISHARES TR$1.5M1.43%24,572CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M1.42%1,630CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.5M1.41%11,774CommonNONE
760759100RSGREPUBLIC SVCS INC$1.5M1.40%7,310CommonNONE
713448108PEPPEPSICO INC$1.4M1.30%8,991CommonNONE
315912808ONEQFIDELITY COMWLTH TR$1.3M1.20%16,554CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$1.2M1.15%24,250CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$1.2M1.14%52,145CommonNONE
718546104PSXPHILLIPS 66$1.2M1.13%10,445CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.1M1.09%5,422CommonNONE
49177J102KVUEKENVUE INC$963,8710.92%45,145CommonNONE
254709108DFSEURDISCOVER FINL SVCS$937,1790.89%5,411CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$909,4820.87%1,938CommonNONE
023135106AMZNAMAZON COM INC$877,5600.83%4,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$862,0250.82%21,556CommonNONE
031162100AMGNAMGEN INC$852,0340.81%3,269CommonNONE
922908769VTIVANGUARD INDEX FDS$780,4550.74%2,693CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$765,6600.73%11,702CommonNONE
717081103PFEPFIZER INC$747,7500.71%28,185CommonNONE
46429B655FLOTISHARES TR$720,1060.69%14,153CommonNONE
478160104JNJJOHNSON & JOHNSON$672,4350.64%4,651CommonNONE
626755102MUSAMURPHY USA INC$637,2290.61%1,270CommonNONE
855244109SBUXSTARBUCKS CORP$633,9880.60%6,947CommonNONE
921910873MGCVANGUARD WORLD FD$613,0990.58%2,883CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$542,8450.52%29,029CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$538,0940.51%1,797CommonNONE
02079K305GOOGLALPHABET INC$528,7150.50%2,793CommonNONE
548661107LOWLOWES COS INC$492,3680.47%1,995CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$435,8820.41%7,611CommonNONE
871829107SYYSYSCO CORP$427,4870.41%5,591CommonNONE
501044101KRKROGER CO$359,6210.34%5,881CommonNONE
00287Y109ABBVABBVIE INC$348,2920.33%1,960CommonNONE
G5960L103MDTMEDTRONIC PLC$323,5940.31%4,052CommonNONE
97717Y527USFRWISDOMTREE TR$309,2670.29%6,146CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$307,8020.29%11,108CommonNONE
20030N101CMCSACOMCAST CORP NEW$286,9570.27%7,646CommonNONE
921937835BNDVANGUARD BD INDEX FDS$282,7510.27%3,932CommonNONE
464287614IWFISHARES TR$264,7720.25%659CommonNONE
11135F101AVGOBROADCOM INC$222,5670.21%960CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$207,6510.20%7,601CommonNONE
46434V878ICSHISHARES TR$203,8380.19%4,042CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.