Flagship Private Wealth, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $154 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.1M, Spdr S&P 500 ETF Trust with a value of $15.7M, Ishares Tr Global 100 ETF with a value of $11M, Ishares Msci Usa Min Vol Facto with a value of $9.04M, and Vanguard Information Technolog with a value of $5.51M.

Examining the 13F form we can see an increase of $26M in the current position value, from $128M to 154M.

Below you can find more details about Flagship Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Million
ETFs: $144 Million
Financial Services: $4.8 Million
Technology: $3.04 Million
Consumer Cyclical: $1.27 Million
Real Estate: $589,000
Industrials: $88,000
Healthcare: $39,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 90
  • Current Value $154 Million
  • Prior Value $128 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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