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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Billion 10.13% of portfolio
33,705
Q1 2025 Added 16.18%
$0
$16.3 Billion 9.56% of portfolio
39,635
Q1 2025 Added 19.55%
$0
$12.1 Billion 7.11% of portfolio
94,832
Q1 2025 Added 33.6%
$0
$9.68 Billion 5.69% of portfolio
16,522
Q1 2025 Added 36.84%
$0
$6.42 Billion 3.77% of portfolio
37,917
Q1 2025 Added 32.55%
$0
$6.05 Billion 3.56% of portfolio
221,584
Q1 2025 Added 75.44%
$0
$5.74 Billion 3.38% of portfolio
93,641
Q1 2025 Added 2.48%
$0
$5 Billion 2.94% of portfolio
40,469
Q1 2025 Added 54.17%
$0
$3.57 Billion 2.1% of portfolio
47,203
Q1 2025 Reduced 15.9%
$0
$3.52 Billion 2.07% of portfolio
43,526
Q1 2025 Added 56.23%
$0
$3.4 Billion 2.0% of portfolio
61,418
Q1 2025 Added 35.51%
$0
$3.17 Billion 1.86% of portfolio
14,921
Q1 2025 Added 65.45%
$0
$2.94 Billion 1.73% of portfolio
28,974
Q1 2025 Added 70.66%
$0
$2.75 Billion 1.62% of portfolio
14,426
Q1 2025 Reduced 2.37%
$106B
$2.39 Billion 1.4% of portfolio
9,862
Q1 2025 Added 47.43%
$0
$2.19 Billion 1.29% of portfolio
42,664
Q1 2025 Reduced 27.29%
$0
$1.96 Billion 1.15% of portfolio
39,307
Q1 2025 Added 260.93%
$0
$1.27 Billion 0.75% of portfolio
5,294
Q1 2025 Reduced 4.29%
$0
$1.2 Billion 0.7% of portfolio
6,125
Q1 2025 Reduced 2.27%
$0
$983 Million 0.58% of portfolio
1,670
Q1 2025 Reduced 8.68%
$0
$979 Million 0.58% of portfolio
35,112
Q1 2025 Added 400.46%
$0
$992 Million 0.58% of portfolio
5,377
Q1 2025 Added 190.09%
$0
$967 Million 0.57% of portfolio
7,368
Q1 2025 Added 0.1%
$0
$895 Million 0.53% of portfolio
5,475
Q1 2025 Reduced 17.9%
$0
$621 Million 0.36% of portfolio
2,670
Q4 2024 New
$0
$579 Million 0.34% of portfolio
1,075
Q1 2025 Added 277.3%
$0
$467 Million 0.27% of portfolio
6,447
Q1 2025 Added 225.35%
$0
$437 Million 0.26% of portfolio
3,500
Q1 2025 Added 168.49%
$0
$435 Million 0.26% of portfolio
8,700
Q1 2025 Added 258.62%
$0
$441 Million 0.26% of portfolio
1,821
Q1 2025 Added 144.37%
$0
$369 Million 0.22% of portfolio
3,291
Q1 2025 Added 0.3%
$0
$353 Million 0.21% of portfolio
568
Q1 2025 Added 176.06%
$0
$346 Million 0.2% of portfolio
1,565
Q4 2024 New
$0
$232 Million 0.14% of portfolio
2,850
Q4 2024 New
$0
$196 Million 0.12% of portfolio
4,830
Q1 2025 Reduced 44.99%
$0
$211 Million 0.12% of portfolio
1,737
Q1 2025 Reduced 31.49%
$0
$200 Million 0.12% of portfolio
929
Q1 2025 Added 14.32%
$0
$207 Million 0.12% of portfolio
921
Q4 2024 New
$0
$183 Million 0.11% of portfolio
1,150
Q4 2024 New
$0
$183 Million 0.11% of portfolio
2,131
Q1 2025 Added 0.23%
$0
$171 Million 0.1% of portfolio
3,025
Q1 2025 Added 7.44%
$0
$162 Million 0.1% of portfolio
1,671
Q4 2024 New
$0
$162 Million 0.09% of portfolio
2,135
Q1 2025 Added 14.05%
$0
$142 Million 0.08% of portfolio
387
Q1 2025 Added 2,067.18%
$0
$119 Million 0.07% of portfolio
631
Q1 2025 Reduced 1.27%
$0
$121 Million 0.07% of portfolio
1,500
Q4 2024 New
$0
$103 Million 0.06% of portfolio
578
Q4 2024 New
$0
$103 Million 0.06% of portfolio
2,545
Q4 2024 New
$0
$100 Million 0.06% of portfolio
2,086
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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