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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$52.4 Million 0.03% of portfolio
400
Q4 2024 New
$0
$47.3 Million 0.03% of portfolio
939
Q4 2024 New
$93.1B
$55 Million 0.03% of portfolio
1,296
Q4 2024 New
$7.52B
$29.6 Million 0.02% of portfolio
1,049
Q4 2024 New
$0
$30.8 Million 0.02% of portfolio
573
Q4 2024 New
$41.2B
$40.7 Million 0.02% of portfolio
724
Q4 2024 New
$0
$26.8 Million 0.02% of portfolio
3,125
Q1 2025 Added 80.0%
$97.8B
$36.9 Million 0.02% of portfolio
100
Q4 2024 New
$0
$28.7 Million 0.02% of portfolio
410
Q4 2024 New
$0
$28 Million 0.02% of portfolio
414
Q4 2024 New
$39.7B
$34.1 Million 0.02% of portfolio
368
Q4 2024 New
$37B
$38 Million 0.02% of portfolio
133
Q4 2024 New
$90B
$25.8 Million 0.02% of portfolio
70
Q4 2024 New
$132B
$26.6 Million 0.02% of portfolio
80
Q1 2025 Added 125.0%
$41.2B
$29.9 Million 0.02% of portfolio
3,018
Q1 2025 Reduced 15.34%
$8.31B
$30.6 Million 0.02% of portfolio
448
Q4 2024 New
$54.7B
$34.3 Million 0.02% of portfolio
198
Q4 2024 New
Glaxo Smith Kline PLC Adr
-
$37.6 Million 0.02% of portfolio
-
Q1 2025 Added 0.45%
$0
$36.6 Million 0.02% of portfolio
741
Q4 2024 New
$22.6B
$38.5 Million 0.02% of portfolio
332
Q4 2024 New
$0
$39.2 Million 0.02% of portfolio
554
Q4 2024 New
$68.4B
$32 Million 0.02% of portfolio
10
Q4 2024 New
$96.8B
$27.4 Million 0.02% of portfolio
928
Q4 2024 New
$0
$36.8 Million 0.02% of portfolio
356
Q4 2024 New
$0
$31.1 Million 0.02% of portfolio
395
Q4 2024 New
$0
$33.9 Million 0.02% of portfolio
705
Q4 2024 New
$0
$26.5 Million 0.02% of portfolio
143
Q4 2024 New
$0
$28.4 Million 0.02% of portfolio
588
Q4 2024 New
$0
$27.2 Million 0.02% of portfolio
1,039
Q4 2024 New
$0
$28.6 Million 0.02% of portfolio
1,206
Q4 2024 New
$37.6B
$30.6 Million 0.02% of portfolio
400
Q4 2024 New
$189B
$26.5 Million 0.02% of portfolio
73
Q4 2024 New
$39.9B
$36.3 Million 0.02% of portfolio
332
Q4 2024 New
$293B
$32.7 Million 0.02% of portfolio
400
Q4 2024 New
$27.3B
$32.4 Million 0.02% of portfolio
400
Q4 2024 New
$0
$13.4 Million 0.01% of portfolio
1,386
Q4 2024 New
$275B
$22.1 Million 0.01% of portfolio
100
Q4 2024 New
$0
$25 Million 0.01% of portfolio
334
Q4 2024 New
$10.6B
$13.9 Million 0.01% of portfolio
1,119
Q4 2024 New
$25.7B
$15.8 Million 0.01% of portfolio
1,497
Q4 2024 New
-
$22.3 Million 0.01% of portfolio
-
Q4 2024 New
$0
$14.1 Million 0.01% of portfolio
107
Q1 2025 Added 7.48%
$3.98B
$14.3 Million 0.01% of portfolio
200
Q4 2024 New
$36.5B
$9.48 Million 0.01% of portfolio
50
Q4 2024 New
Solventum Corp
-
$18.2 Million 0.01% of portfolio
-
Q4 2024 New
$13.9B
$19.2 Million 0.01% of portfolio
156
Q4 2024 New
$0
$21 Million 0.01% of portfolio
370
Q4 2024 New
$289B
$8.6 Million 0.01% of portfolio
17
Q4 2024 New
$0
$14.5 Million 0.01% of portfolio
172
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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