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Flavin Financial Services, Inc.

Q1 2025 · 13F-HR/A

Flavin Financial Services, Inc.holdings as filed

Filed 2026-02-06 · accession 0002052798-26-000003

$108.8M
Reported value
67
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$5.2M4.82%13,971CommonNONE
037833100AAPLAPPLE INC$4.8M4.45%21,783CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.5M4.13%88,705CommonNONE
46436E858IBTGISHARES TR$4.1M3.74%177,369CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.8M3.47%15,389CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M3.43%7,014CommonNONE
316092618FDHYFIDELITY COVINGTON TRUST$3.7M3.42%77,504CommonNONE
46436E866ISHARES TR$3.7M3.36%156,589CommonNONE
931142103WMTWALMART INC$3.5M3.25%40,252CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$3.5M3.20%68,262CommonNONE
02079K107GOOGALPHABET INC$2.6M2.43%16,897CommonNONE
437076102HDHOME DEPOT INC$2.6M2.42%7,190CommonNONE
92826C839VVISA INC$2.6M2.35%7,310CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M2.31%4,800CommonNONE
464287200IVVISHARES TR$2.4M2.23%4,318CommonNONE
68389X105ORCLORACLE CORP$2.3M2.16%16,785CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.3M2.08%12,890CommonNONE
65339F101NEENEXTERA ENERGY INC$2.2M2.04%31,348CommonNONE
17275R102CSCOCISCO SYS INC$2.2M1.99%35,015CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.1M1.95%12,418CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.1M1.90%4,619CommonNONE
46090E103QQQINVESCO QQQ TR$1.9M1.73%4,006CommonNONE
464287804IJRISHARES TR$1.8M1.67%17,381CommonNONE
760759100RSGREPUBLIC SVCS INC$1.8M1.67%7,494CommonNONE
580135101MCDMCDONALDS CORP$1.8M1.65%5,747CommonNONE
30303M102METAMETA PLATFORMS INC$1.8M1.64%3,101CommonNONE
46434V621DGROISHARES TR$1.8M1.63%28,780CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$1.6M1.49%70,149CommonNONE
58933Y105MRKMERCK & CO INC$1.6M1.45%17,546CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M1.38%1,584CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.4M1.29%12,708CommonNONE
718546104PSXPHILLIPS 66$1.4M1.28%11,277CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$1.3M1.23%26,756CommonNONE
713448108PEPPEPSICO INC$1.3M1.22%8,876CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M1.17%11,752CommonNONE
49177J102KVUEKENVUE INC$1.2M1.09%49,287CommonNONE
031162100AMGNAMGEN INC$1.1M1.03%3,611CommonNONE
315912808ONEQFIDELITY COMWLTH TR$1.1M1.01%16,158CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.1M0.99%2,106CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.0M0.95%5,369CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$932,0090.86%20,547CommonNONE
023135106AMZNAMAZON COM INC$838,6660.77%4,408CommonNONE
478160104JNJJOHNSON & JOHNSON$785,8870.72%4,740CommonNONE
922908769VTIVANGUARD INDEX FDS$746,4650.69%2,716CommonNONE
921910873MGCVANGUARD WORLD FD$743,8960.68%3,694CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$730,5260.67%11,386CommonNONE
626755102MUSAMURPHY USA INC$719,2820.66%1,531CommonNONE
46429B655FLOTISHARES TR$717,6640.66%14,058CommonNONE
855244109SBUXSTARBUCKS CORP$710,3420.65%7,241CommonNONE
254709108DFSEURDISCOVER FINL SVCS$690,8850.64%4,048CommonNONE
717081103PFEPFIZER INC$688,7400.63%27,180CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$651,4510.60%2,177CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$588,4210.54%10,420CommonNONE
548661107LOWLOWES COS INC$558,8240.51%2,396CommonNONE
871829107SYYSYSCO CORP$533,3090.49%7,107CommonNONE
501044101KRKROGER CO$447,0250.41%6,604CommonNONE
02079K305GOOGLALPHABET INC$431,9110.40%2,793CommonNONE
00287Y109ABBVABBVIE INC$410,6590.38%1,960CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$403,2310.37%21,563CommonNONE
G5960L103MDTMEDTRONIC PLC$370,3340.34%4,122CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$324,9870.30%12,404CommonNONE
97717Y527USFRWISDOMTREE TR$309,3280.28%6,146CommonNONE
20030N101CMCSACOMCAST CORP NEW$251,3640.23%6,812CommonNONE
464287614IWFISHARES TR$229,2830.21%635CommonNONE
00206R102TAT&T INC$214,5320.20%7,586CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$214,2870.20%7,664CommonNONE
46434V878ICSHISHARES TR$204,9290.19%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.