Flagship Wealth Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $265 Billion distributed in 366 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 $21.8B, Vanguard Growth ETF with a value of $21B, Vanguard Whitehall Fds (Vangua with a value of $15.4B, Spdr S&P 500 ETF Trust with a value of $13.4B, and Schwab Strategic Tr Us Dividen with a value of $10.1B.
Examining the 13F form we can see an increase of $27.7B in the current position value, from $238B to 265B.
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
$265 Billion
ETFs: $195 Billion
Technology: $14.4 Billion
Financial Services: $8.72 Billion
Industrials: $5.41 Billion
Healthcare: $4.63 Billion
Communication Services: $4.41 Billion
Consumer Cyclical: $4.19 Billion
Consumer Defensive: $4.06 Billion
Other: $5.57 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
