Flagship Wealth Advisors, LLC Reduced Holdings in Q2 2025

Flagship Wealth Advisors, LLC

  • $265 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-11.5K
- 9.11%
$114.78 - $133.31 $1.32M - $1.54M
115K $15.4B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-11K
- 36.03%
$70.7 - $82.14 $778K - $904K
19.5K $1.6B
AAPL
Apple Inc.

Technology
-2.25K
- 14.34%
$172.42 - $223.89 $388K - $504K
13.4K $2.76B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.83K
- 1.5%
$24.32 - $27.87 $142K - $162K
383K $10.1B
CRM
Salesforce, Inc.

Technology
-3.75K
- 99.79%
$236.26 - $291.15 $885K - $1.09M
8 $2.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-40.4K
- 22.98%
$22.27 - $29.21 $899K - $1.18M
135K $3.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 0.54%
$483.48 - $539.8 $21.3K - $23.8K
8.09K $3.93B
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.4K
- 21.12%
$82.96 - $110.1 $866K - $1.15M
39K $4.29B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.39K
- 16.1%
$72.96 - $90.39 $466K - $578K
33.3K $2.98B
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.06K
- 2.48%
$53.66 - $58.71 $111K - $121K
81.2K $4.56B
FDRR
Fidelity Covington Tr Divid Et

ETFs
-5.58K
- 18.0%
$43.98 - $54.23 $246K - $303K
25.4K $1.38B
XOM
Exxon Mobil Corp

Energy
-303
- 2.51%
$99.93 - $119.04 $30.3K - $36.1K
11.8K $1.27B
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 18.71%
N/A
4.87K $996M
ATR
Aptargroup, Inc.

Healthcare
-1.1K
- 50.0%
$133.66 - $158.53 $147K - $174K
1.1K $172M
VGSH
Vanguard

ETFs
-2.4K
- 7.61%
$58.32 - $58.95 $140K - $141K
29.1K $1.71B
PG
Procter & Gamble CO

Consumer Defensive
-336
- 5.52%
$157.66 - $172.39 $53K - $57.9K
5.75K $917M
IVE
Ishares S&P 500 Value ETF

ETFs
-901
- 6.4%
$168.34 - $195.42 $152K - $176K
13.2K $2.58B
NSC
Norfolk Southern Corp

Industrials
-500
- 32.26%
$206.34 - $257.46 $103K - $129K
1.05K $269M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.43K
- 4.61%
$55.22 - $63.94 $244K - $283K
91.5K $5.85B
IWM
Ishares Russell 2000 ETF

ETFs
-318
- 20.32%
$174.82 - $215.79 $55.6K - $68.6K
1.25K $269M
TGT
Target Corp

Consumer Defensive
-278
- 13.69%
$88.76 - $105.77 $24.7K - $29.4K
1.75K $173M
ORCL
Oracle Corp

Technology
-592
- 50.0%
$122.82 - $218.63 $72.7K - $129K
592 $129M
SYK
Stryker Corp

Healthcare
-100
- 30.3%
$337.37 - $395.63 $33.7K - $39.6K
230 $91M
CL
Colgate Palmolive CO

Consumer Defensive
-300
- 27.27%
$87.57 - $96.0 $26.3K - $28.8K
800 $72.7M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-319
- 26.81%
$101.97 - $126.75 $32.5K - $40.4K
871 $110M
XLE
Energy Sector Spdr

ETFs
-19
- 0.89%
$76.44 - $94.13 $1.45K - $1.79K
2.12K $180M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-547
- 52.65%
$25.48 - $27.78 $13.9K - $15.2K
492 $13.1M
PHYS
Sprott Physical Gold Trust

Financial Services
-750
- 19.86%
$22.82 - $26.29 $17.1K - $19.7K
3.03K $76.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-306
- 11.52%
$37.08 - $42.26 $11.3K - $12.9K
2.35K $97.4M
ITB
Ishares Tr

ETFs
-140
- 39.33%
$85.52 - $96.61 $12K - $13.5K
216 $20.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-87
- 75.65%
$121.58 - $136.74 $10.6K - $11.9K
28 $3.8M
IYR
Ishares Tr

ETFs
-100
- 95.24%
$84.48 - $96.25 $8.45K - $9.63K
5 $474K
PBA
Pembina Pipeline Corp

Energy
-127
- 7.65%
$35.16 - $40.88 $4.47K - $5.19K
1.53K $57.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13
- 30.23%
$212.1 - $244.27 $2.76K - $3.18K
30 $6.56M
DHR
Danaher Corp

Healthcare
-12
- 26.67%
$174.64 - $205.16 $2.1K - $2.46K
33 $6.52M
WMT
Walmart Inc.

Consumer Defensive
-415
- 10.94%
$81.79 - $99.98 $33.9K - $41.5K
3.38K $330M
XLB
Select Sector Spdr Fd Material

ETFs
-34
- 19.77%
$74.27 - $88.92 $2.53K - $3.02K
138 $12.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-78
- 12.81%
$108.06 - $135.3 $8.43K - $10.6K
531 $71.8M
IGV
Ishares Expanded Tech Software

ETFs
-25
- 17.86%
$80.15 - $109.5 $2K - $2.74K
115 $12.6M
VB
Vanguard Small Cap ETF

ETFs
-305
- 6.02%
$193.73 - $237.37 $59.1K - $72.4K
4.76K $1.13B
VPU
Vanguard Utilities ETF

ETFs
-101
- 2.25%
$158.36 - $178.82 $16K - $18.1K
4.39K $776M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-54
- 2.59%
$40.79 - $50.93 $2.2K - $2.75K
2.03K $103M
SOXX
Ishares Semiconductor ETF

ETFs
-66
- 6.21%
$154.86 - $239.07 $10.2K - $15.8K
996 $238M
MGC
Vanguard Mega Cap ETF

ETFs
-2.28K
- 9.24%
$179.23 - $224.92 $409K - $513K
22.4K $5.04B
GE
General Electric CO

Industrials
-36
- 2.36%
$166.81 - $257.39 $6.01K - $9.27K
1.49K $383M
Ge Vernova Inc
-9
- 2.43%
N/A
361 $191M
GLD
Spdr Gold Trust

ETFs
-342
- 2.35%
$273.71 - $316.29 $93.6K - $108K
14.2K $4.33B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.14K
- 6.64%
$101.93 - $128.63 $422K - $533K
58.3K $7.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
-979
- 4.33%
$496.48 - $617.85 $486K - $605K
21.6K $13.4B
Activity Summary
Buys All Purchases 84 New Holdings 23 Increased Positions 61 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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