Flagship Wealth Advisors, LLC Purchases and Sells in Q2 2025

Flagship Wealth Advisors, LLC

$265 Billion
Q2 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	289 + 0.74%	$416.06 - $551.64 $120K - $159K	39.4K $21.8B
VUG	420 + 0.89%	$329.49 - $438.4 $138K - $184K	47.8K $21B
FDVV	46.7K + 32.89%	$43.6 - $52.02 $2.03M - $2.43M	189K $9.81B
BKIE	25.5K + 121.73%	$69.01 - $86.17 $1.76M - $2.2M	46.5K $4.01B
Fidelity Enhanced Large Cap Core ETF	58.3K + 69.0%	N/A	143K $4.92B
VOO	3.56K + 87.67%	$456.74 - $568.03 $1.62M - $2.02M	7.61K $4.32B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RTX	4.04K New	$113.75 - $148.48 $460K - $600K	4.04K $590M
VONG	3.9K New	$82.51 - $109.2 $322K - $426K	3.9K $426M
IDEV	4.93K New	$61.79 - $76.67 $305K - $378K	4.93K $375M
IEMG	3.16K New	N/A	3.16K $189M
AGG	1.5K New	$96.84 - $99.46 $145K - $149K	1.5K $148M
IWN	647 New	$131.84 - $157.76 $85.3K - $102K	647 $102M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	-11.5K - 9.11%	$114.78 - $133.31 $1.32M - $1.54M	115K $15.4B
DLN	-11K - 36.03%	$70.7 - $82.14 $778K - $904K	19.5K $1.6B
AAPL	-2.25K - 14.34%	$172.42 - $223.89 $388K - $504K	13.4K $2.76B
SCHD	-5.83K - 1.5%	$24.32 - $27.87 $142K - $162K	383K $10.1B
CRM	-3.75K - 99.79%	$236.26 - $291.15 $885K - $1.09M	8 $2.18M
SCHG	-40.4K - 22.98%	$22.27 - $29.21 $899K - $1.18M	135K $3.95B

Activity Summary All Purchases 84 New Holdings 23 Increased Positions 61 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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