Flagship Wealth Advisors, LLC Portfolio Holdings

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q4 2024

Flagship Wealth Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 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.

Examining the 13F form we can see an increase of $170B in the current position value.

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
$16.2B
$805,000 0.0% of portfolio
8
Q4 2024 New
$3.3B
$1.44 Million 0.0% of portfolio
16
Q4 2024 New
$0
$3.52 Million 0.0% of portfolio
68
Q4 2024 New
$0
$5.68 Million 0.0% of portfolio
284
Q4 2024 New
$0
$4.4 Million 0.0% of portfolio
150
Q4 2024 New
$0
$5.07 Million 0.0% of portfolio
35
Q4 2024 New
$37.2B
$7.96 Million 0.0% of portfolio
88
Q4 2024 New
$25B
$1.08 Million 0.0% of portfolio
10
Q4 2024 New
$79.1B
$7.61 Million 0.0% of portfolio
30
Q4 2024 New
$33.8B
$1.78 Million 0.0% of portfolio
7
Q4 2024 New
Howard Hughes Holdings Ord
-
$7.69 Million 0.0% of portfolio
-
Q4 2024 New
$11.8B
$2.79 Million 0.0% of portfolio
159
Q4 2024 New
$2.62B
$1.63 Million 0.0% of portfolio
200
Q4 2024 New
$35.5B
$8.48 Million 0.0% of portfolio
276
Q4 2024 New
$0
$2.89 Million 0.0% of portfolio
25
Q4 2024 New
$44M
$495,000 0.0% of portfolio
4,275
Q4 2024 New
$8.41B
$6.68 Million 0.0% of portfolio
100
Q4 2024 New
$9.3B
$1.38 Million 0.0% of portfolio
40
Q4 2024 New
$3.37B
$1.42 Million 0.0% of portfolio
18
Q4 2024 New
$11.2B
$8.38 Million 0.0% of portfolio
200
Q4 2024 New
$89.3B
$6.08 Million 0.0% of portfolio
22
Q4 2024 New
$0
$2.83 Million 0.0% of portfolio
90
Q4 2024 New
$46.5B
$3.91 Million 0.0% of portfolio
1,113
Q4 2024 New
$0
$7.2 Million 0.0% of portfolio
75
Q4 2024 New
$0
$865,000 0.0% of portfolio
76
Q4 2024 New
$2.33B
$3.6 Million 0.0% of portfolio
400
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 379
  • Current Value $170 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 377 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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