Flagship Wealth Advisors, LLC Portfolio Holdings

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025

Flagship Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 379 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $17.2B, Vanguard Growth ETF with a value of $16.3B, Vanguard Whitehall Fds (Vangua with a value of $12.1B, Spdr S&P 500 ETF Trust with a value of $9.68B, and Vanguard Value ETF with a value of $6.42B.

Flagship Wealth Advisors, LLC is based out at Wakefield, MA

Below you can find more details about Flagship Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $123 Billion
Technology: $12.8 Billion
Financial Services: $7.68 Billion
Industrials: $4.82 Billion
Healthcare: $4.51 Billion
Consumer Defensive: $4.32 Billion
Energy: $3.45 Billion
Consumer Cyclical: $3.45 Billion
Other: $4.28 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$5.04 Billion 2.96% of portfolio
37,533
Q1 2025 Added 0.56%
$631B
$3.62 Billion 2.13% of portfolio
7,995
Q1 2025 Added 1.69%
$3.38T
$3.55 Billion 2.08% of portfolio
14,158
Q1 2025 Added 10.76%
$465B
$1.3 Billion 0.76% of portfolio
12,068
Q1 2025 Added 0.01%
$3.81T
$1.28 Billion 0.75% of portfolio
3,030
Q1 2025 Added 32.97%
$2.28T
$1.24 Billion 0.73% of portfolio
5,633
Q1 2025 Added 2.49%
$724B
$1.1 Billion 0.65% of portfolio
1,426
Q4 2024 New
$296B
$1.07 Billion 0.63% of portfolio
7,396
Q1 2025 Reduced 0.68%
$369B
$1.02 Billion 0.6% of portfolio
6,089
Q4 2024 New
$200B
$1.01 Billion 0.59% of portfolio
6,638
Q1 2025 Reduced 25.17%
$850B
$866 Million 0.51% of portfolio
3,612
Q4 2024 New
$338B
$851 Million 0.5% of portfolio
4,787
Q1 2025 Reduced 0.4%
$36.3B
$658 Million 0.39% of portfolio
6,556
Q1 2025 Added 4.97%
$567B
$588 Million 0.35% of portfolio
660
Q4 2024 New
$79.5B
$586 Million 0.34% of portfolio
2,855
Q4 2024 New
$530B
$522 Million 0.31% of portfolio
991
Q4 2024 New
$125B
$507 Million 0.3% of portfolio
1,733
Q4 2024 New
$253B
$497 Million 0.29% of portfolio
2,260
Q1 2025 Reduced 0.13%
$142B
$491 Million 0.29% of portfolio
4,065
Q1 2025 Added 8.98%
$70.3B
$472 Million 0.28% of portfolio
1,021
Q1 2025 Reduced 9.79%
$422B
$465 Million 0.27% of portfolio
507
Q1 2025 Reduced 10.26%
$1.01T
$444 Million 0.26% of portfolio
1,100
Q1 2025 Added 181.82%
$377B
$418 Million 0.25% of portfolio
9,516
Q4 2024 New
$138B
$420 Million 0.25% of portfolio
15,820
Q1 2025 Added 0.03%
$72.5B
$383 Million 0.23% of portfolio
11,880
Q4 2024 New
$92.6B
$379 Million 0.22% of portfolio
1,880
Q1 2025 Added 0.16%
$148B
$363 Million 0.21% of portfolio
5,058
Q4 2024 New
$62.5B
$352 Million 0.21% of portfolio
1,500
Q1 2025 Added 3.33%
$101B
$349 Million 0.21% of portfolio
1,020
Q1 2025 Added 21.96%
$56.9B
$333 Million 0.2% of portfolio
1,054
Q4 2024 New
$167B
$341 Million 0.2% of portfolio
656
Q4 2024 New
$102B
$318 Million 0.19% of portfolio
5,617
Q1 2025 Added 28.11%
$160B
$319 Million 0.19% of portfolio
1,410
Q4 2024 New
$85.4B
$310 Million 0.18% of portfolio
2,500
Q1 2025 Added 4.0%
$122B
$314 Million 0.18% of portfolio
1,822
Q1 2025 Added 2.74%
$236B
$308 Million 0.18% of portfolio
1,036
Q4 2024 New
$426B
$285 Million 0.17% of portfolio
1,969
Q4 2024 New
$207B
$283 Million 0.17% of portfolio
2,849
Q4 2024 New
$52.2B
$288 Million 0.17% of portfolio
1,493
Q4 2024 New
$368B
$274 Million 0.16% of portfolio
704
Q1 2025 Reduced 35.51%
$1.62T
$268 Million 0.16% of portfolio
457
Q1 2025 Added 164.11%
$47.7B
$274 Million 0.16% of portfolio
2,030
Q1 2025 Added 0.05%
$61.4B
$278 Million 0.16% of portfolio
1,154
Q4 2024 New
$15.4B
$254 Million 0.15% of portfolio
3,000
Q4 2024 New
$123B
$257 Million 0.15% of portfolio
529
Q4 2024 New
$223B
$259 Million 0.15% of portfolio
2,236
Q4 2024 New
$284B
$254 Million 0.15% of portfolio
1,524
Q4 2024 New
$211B
$233 Million 0.14% of portfolio
2,060
Q4 2024 New
$223B
$243 Million 0.14% of portfolio
2,184
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 379
  • Current Value $170 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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