Flagship Wealth Advisors, LLC Purchases in Q3 2025

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
129
+ 4.48%
$128.6 - $149.63 $16.6K - $19.3K
3.01K $395M
MSM
Msc Industrial Direct CO Inc

Industrials
99
New
$84.9 - $92.9 $8.41K - $9.2K
99 $9.12M
TTD
Trade Desk, Inc.

Technology
183
New
$43.93 - $89.76 $8.04K - $16.4K
183 $8.97M
MO
Altria Group, Inc.

Consumer Defensive
12
+ 1.09%
$57.75 - $67.68 $693 - $812
1.11K $73.5M
LYFT
Lyft, Inc.

Technology
359
New
$13.41 - $22.93 $4.81K - $8.23K
359 $7.9M
AMGN
Amgen Inc

Healthcare
28
New
$271.18 - $309.22 $7.59K - $8.66K
28 $7.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
136
+ 5.78%
$40.94 - $42.85 $5.57K - $5.83K
2.49K $105M
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 5.06%
$412.46 - $514.1 $26K - $32.4K
1.31K $641M
UPS
United Parcel Service Inc

Industrials
82
New
$82.58 - $105.54 $6.77K - $8.65K
82 $6.85M
NI
Nisource Inc.

Utilities
147
New
$39.0 - $43.33 $5.73K - $6.37K
147 $6.37M
Portman Ridge Finance Corp
534
New
N/A
534 $6.16M
Glaxo Smith Kline PLC Adr
5
+ 0.45%
N/A
1.13K $48.7M
RDVY
First Trust Rising Dividend Ac

ETFs
76
+ 115.15%
$62.38 - $67.29 $4.74K - $5.11K
142 $9.55M
IBM
International Business Machines Corp

Technology
126
+ 5.22%
$234.77 - $292.47 $29.6K - $36.9K
2.54K $716M
VOT
Vanguard Mid Cap Growth Index

ETFs
8
+ 2.71%
$282.75 - $294.19 $2.26K - $2.35K
303 $89M
TLT
Ishares Barclays 20+ Year Trea

ETFs
56
+ 224.0%
$85.01 - $90.35 $4.76K - $5.06K
81 $7.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
35
New
$131.47 - $143.64 $4.6K - $5.03K
35 $4.95M
NUE
Nucor Corp

Basic Materials
1
+ 0.12%
$133.3 - $150.33 $133 - $150
808 $109M
LLY
Eli Lilly & CO

Healthcare
38
+ 2.6%
$625.65 - $812.69 $23.8K - $30.9K
1.5K $1.14B
ABNB
Airbnb, Inc.

Consumer Cyclical
40
New
$118.3 - $142.16 $4.73K - $5.69K
40 $4.86M
PSTG
Pure Storage, Inc.

Technology
50
New
$54.47 - $88.29 $2.72K - $4.41K
50 $4.19M
TFC
Truist Financial Corp

Financial Services
15
+ 1.56%
$42.83 - $47.07 $642 - $706
976 $44.6M
DASH
Door Dash, Inc.

Communication Services
12
New
$234.5 - $272.5 $2.81K - $3.27K
12 $3.26M
AI
C3.Ai, Inc.

Technology
175
New
$15.46 - $29.16 $2.71K - $5.1K
175 $3.04M
NTNX
Nutanix, Inc.

Technology
40
New
$66.06 - $81.12 $2.64K - $3.24K
40 $2.98M
PANW
Palo Alto Networks Inc

Technology
20
+ 1.62%
$167.06 - $208.19 $3.34K - $4.16K
1.25K $255M
DAL
Delta Air Lines, Inc.

Industrials
49
New
$49.0 - $61.97 $2.4K - $3.04K
49 $2.78M
QCOM
Qualcomm Inc

Technology
14
New
$145.84 - $173.55 $2.04K - $2.43K
14 $2.33M
BBDC
Barings Bdc, Inc.

Financial Services
243
New
$8.76 - $9.9 $2.13K - $2.41K
243 $2.13M
Te Connectivity PLC
8
New
N/A
8 $1.76M
SJM
J M Smucker CO

Consumer Defensive
2
+ 1.31%
$102.24 - $113.2 $204 - $226
155 $16.8M
FDUS
Fidus Investment Corp

Financial Services
84
New
$20.18 - $21.99 $1.7K - $1.85K
84 $1.7M
HTGC
Hercules Capital, Inc.

Financial Services
89
New
$18.34 - $19.53 $1.63K - $1.74K
89 $1.68M
MRNA
Moderna, Inc.

Healthcare
75
+ 46.88%
$23.51 - $34.67 $1.76K - $2.6K
235 $6.07M
CEG
Constellation Energy Corp

Utilities
3
+ 3.0%
$298.82 - $354.89 $896 - $1.06K
103 $33.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11
+ 23.91%
$117.65 - $120.08 $1.29K - $1.32K
57 $6.81M
AWK
American Water Works Company, Inc.

Utilities
9
New
$135.05 - $147.0 $1.22K - $1.32K
9 $1.25M
DLR
Digital Realty Trust, Inc.

Real Estate
7
New
$161.21 - $180.02 $1.13K - $1.26K
7 $1.21M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23
New
$50.02 - $53.28 $1.15K - $1.23K
23 $1.2M
ET
Energy Transfer LP

Energy
60
New
$17.11 - $18.16 $1.03K - $1.09K
60 $1.03M
E
Eni Spa

Energy
29
New
$32.55 - $35.93 $944 - $1.04K
29 $1.01M
MU
Micron Technology Inc

Technology
6
New
$104.88 - $168.89 $629 - $1.01K
6 $1M
HBAN
Huntington Bancshares Inc

Financial Services
53
New
$15.87 - $17.88 $841 - $948
53 $915K
DRIV
Global X Fds Global X Autonomo

ETFs
1
+ 0.57%
$23.34 - $28.35 $23.3 - $28.4
175 $4.94M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
60
New
$14.1 - $15.94 $846 - $956
60 $856K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15
New
$50.82 - $51.09 $762 - $766
15 $766K
VCIT
Vanguard Intermediate Term Cor

ETFs
9
New
$81.75 - $84.54 $736 - $761
9 $757K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14
New
$52.55 - $54.37 $736 - $761
14 $757K
SJNK
Spdr Bloomberg Short Term High

ETFs
29
New
$25.28 - $25.63 $733 - $743
29 $742K
Activity Summary
Buys All Purchases 174 New Holdings 76 Increased Positions 98 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Flagship Wealth Advisors, LLC Portfolio

Follow Flagship Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email