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
PMT
Penny Mac Mortgage Investment Trust

Real Estate
60
New
$11.79 - $13.23 $707 - $794
60 $736K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
34
New
$20.84 - $21.03 $709 - $715
34 $712K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9
New
$76.16 - $78.59 $685 - $707
9 $703K
IEF
Ishares Barclays

ETFs
7
New
$93.91 - $97.26 $657 - $681
7 $675K
EMB
Ishares Tr

ETFs
7
New
$91.52 - $95.59 $641 - $669
7 $666K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
54
New
$11.15 - $11.87 $602 - $641
54 $626K
HRZN
Horizon Technology Finance Corp

Financial Services
102
New
$6.01 - $8.42 $613 - $859
102 $622K
IP
International Paper CO

Consumer Cyclical
15
+ 7.5%
$45.32 - $55.68 $680 - $835
215 $9.98M
Digital Bridge Group Inc
48
New
N/A
48 $562K
Annaly Capital Management Inc
26
New
N/A
26 $525K
CMCSA
Comcast Corp

Communication Services
234
+ 14.59%
$31.41 - $36.33 $7.35K - $8.5K
1.84K $57.8M
PSEC
Prospect Capital Corp

Financial Services
163
New
$2.59 - $3.47 $422 - $566
163 $448K
New York Mortgage Trust Inc
46
New
N/A
46 $321K
Two Harbors Investment Corp
17
New
N/A
17 $168K
VALE
Vale S.A.

Basic Materials
1
+ 2.17%
$9.53 - $10.95 $9.53 - $11
47 $511K
SLVM
Sylvamo Corp

Basic Materials
1
+ 5.56%
$40.4 - $53.01 $40.4 - $53
19 $840K
UL
Unilever PLC

Consumer Defensive
14
+ 1.31%
$58.43 - $65.01 $818 - $910
1.09K $64.3M
BMY
Bristol Myers Squibb CO

Healthcare
114
+ 1.58%
$43.31 - $48.98 $4.94K - $5.58K
7.32K $330M
KO
Coca Cola CO

Consumer Defensive
172
+ 5.06%
$65.67 - $71.67 $11.3K - $12.3K
3.57K $237M
PM
Philip Morris International Inc.

Consumer Defensive
87
+ 7.25%
$157.77 - $183.27 $13.7K - $15.9K
1.29K $209M
WM
Waste Management Inc

Industrials
17
+ 0.9%
$213.88 - $237.1 $3.64K - $4.03K
1.9K $420M
DRI
Darden Restaurants Inc

Consumer Cyclical
9
+ 1.41%
$184.73 - $220.27 $1.66K - $1.98K
647 $123M
OKE
Oneok Inc

Energy
36
+ 0.51%
$71.36 - $83.47 $2.57K - $3K
7.05K $514M
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
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