Flagship Wealth Advisors, LLC New Holdings in Q3 2025

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.33K
New
$110.74 - $122.12 $811K - $895K
7.33K $887M
FNDF
Schwab Fundamental Intl Large

ETFs
20.4K
New
$39.84 - $43.15 $812K - $880K
20.4K $876M
FVAL
Fidelity Covington Tr Value Fa

ETFs
9.43K
New
$63.74 - $69.18 $601K - $652K
9.43K $649M
V
Visa Inc.

Financial Services
900
New
$332.09 - $358.86 $299K - $323K
900 $307M
MTB
M&T Bank Corp

Financial Services
1.07K
New
$183.74 - $204.05 $196K - $218K
1.07K $211M
MGK
Vanguard Mega Cap Growth ETF

ETFs
451
New
$362.31 - $405.74 $163K - $183K
451 $181M
INDB
Independent Bank Corp

Financial Services
2K
New
$62.06 - $72.84 $124K - $146K
2K $138M
ICE
Intercontinental Exchange, Inc.

Financial Services
700
New
$167.28 - $188.45 $117K - $132K
700 $118M
Fidelity Enhanced International ETF
2.67K
New
N/A
2.67K $94M
Avidia Bancorp Inc
5K
New
N/A
5K $74.7M
MET
Metlife Inc

Financial Services
543
New
$73.82 - $82.37 $40.1K - $44.7K
543 $44.7M
NBTB
Nbt Bancorp Inc

Financial Services
1K
New
$40.56 - $45.07 $40.6K - $45.1K
1K $41.8M
STT
State Street Corp

Financial Services
301
New
$102.01 - $117.25 $30.7K - $35.3K
301 $34.9M
HWM
Howmet Aerospace Inc.

Industrials
166
New
$171.0 - $196.23 $28.4K - $32.6K
166 $32.6M
PLTR
Palantir Technologies Inc.

Technology
175
New
$130.68 - $186.97 $22.9K - $32.7K
175 $31.9M
UBS
Ubs Group Ag

Financial Services
700
New
$33.77 - $42.38 $23.6K - $29.7K
700 $28.7M
CMI
Cummins Inc

Industrials
66
New
$327.85 - $426.39 $21.6K - $28.1K
66 $27.9M
MELI
Mercadolibre Inc

Consumer Cyclical
10
New
$2292.04 - $2514.05 $22.9K - $25.1K
10 $23.4M
ETR
Entergy Corp

Utilities
181
New
$80.93 - $93.55 $14.6K - $16.9K
181 $16.9M
Lazard Inc
277
New
N/A
277 $14.6M
EQT
Eqt Corp

Energy
265
New
$49.19 - $59.19 $13K - $15.7K
265 $14.4M
SHOP
Shopify Inc.

Technology
93
New
$112.11 - $157.12 $10.4K - $14.6K
93 $13.8M
HAS
Hasbro, Inc.

Consumer Cyclical
180
New
$73.92 - $81.85 $13.3K - $14.7K
180 $13.7M
VICI
Vici Properties Inc.

Real Estate
393
New
$31.43 - $33.93 $12.4K - $13.3K
393 $12.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
411
New
$29.11 - $34.85 $12K - $14.3K
411 $12.7M
Linde PLC
26
New
N/A
26 $12.4M
PLD
Prologis, Inc.

Real Estate
105
New
$104.08 - $115.35 $10.9K - $12.1K
105 $12M
USB
Us Bancorp \De\

Financial Services
245
New
$43.94 - $50.41 $10.8K - $12.4K
245 $11.8M
NTR
Nutrien Ltd.

Basic Materials
189
New
$55.69 - $62.11 $10.5K - $11.7K
189 $11.1M
VBR
Vanguard Small Cap Value ETF

ETFs
53
New
$195.41 - $212.37 $10.4K - $11.3K
53 $11.1M
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
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
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
LEN
Lennar Corp

Consumer Cyclical
50
New
$107.73 - $142.4 $5.39K - $7.12K
50 $6.3M
Portman Ridge Finance Corp
534
New
N/A
534 $6.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
35
New
$131.47 - $143.64 $4.6K - $5.03K
35 $4.95M
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
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
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
FDUS
Fidus Investment Corp

Financial Services
84
New
$20.18 - $21.99 $1.7K - $1.85K
84 $1.7M
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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