Flagship Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 433 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 $25.1B, Vanguard Growth ETF with a value of $24B, Vanguard Whitehall Fds (Vangua with a value of $16.3B, Spdr S&P 500 ETF Trust with a value of $15.4B, and Fidelity High Dividend ETF with a value of $11.6B.
Examining the 13F form we can see an increase of $38.2B in the current position value, from $265B to 303B.
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
$303 Billion
ETFs: $226 Billion
Technology: $17.1 Billion
Financial Services: $8.47 Billion
Industrials: $5.17 Billion
Consumer Cyclical: $5.01 Billion
Communication Services: $4.73 Billion
Healthcare: $4.37 Billion
Consumer Defensive: $3.8 Billion
Other: $6.11 Billion
Stock Holdings Table Market Cap. of $200 Billions or more