Flagship Private Wealth, LLC Purchases in Q3 2025

Flagship Private Wealth, LLC

  • $247 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.4K
+ 30.61%
$620.67 - $670.08 $7.07M - $7.64M
48.6K $32.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.82K
+ 18.92%
$546.99 - $602.2 $1.54M - $1.7M
17.7K $10.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.7K
+ 30.29%
$62.09 - $66.51 $1.91M - $2.04M
132K $8.62M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
20.3K
+ 84.36%
$68.27 - $75.58 $1.39M - $1.54M
44.5K $3.31M
IOO
Ishares Tr Global 100 ETF

ETFs
517
+ 0.44%
$107.55 - $120.01 $55.6K - $62K
118K $14.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
158
+ 0.62%
$617.65 - $666.84 $97.6K - $105K
25.8K $17.2M
VGT
Vanguard Information Technolog

ETFs
147
+ 1.24%
$656.44 - $753.15 $96.5K - $111K
12K $8.93M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.67K
New
$236.25 - $257.69 $867K - $946K
3.67K $941K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.96K
+ 3.58%
$135.0 - $146.02 $265K - $287K
56.8K $8.27M
XLF
Financial Sector Spdr

ETFs
13.8K
New
$51.37 - $54.25 $711K - $751K
13.8K $745K
EOSE
Eos Energy Enterprises, Inc.

Industrials
14.1K
+ 17.02%
$4.63 - $11.17 $65.3K - $157K
97K $1.07M
IXN
Ishares Global Information Tec

ETFs
780
+ 1.54%
$91.28 - $103.32 $71.2K - $80.6K
51.6K $5.32M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.16K
+ 4.16%
$148.97 - $165.88 $173K - $193K
29K $4.78M
IXUS
Ishares Tr

ETFs
5.77K
+ 57.46%
$76.35 - $82.58 $441K - $477K
15.8K $1.31M
GLD
Spdr Gold Trust

ETFs
43
+ 0.43%
$300.96 - $355.47 $12.9K - $15.3K
10K $3.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.59K
+ 52.7%
$72.65 - $78.68 $406K - $440K
16.2K $1.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
21
+ 0.16%
$362.31 - $405.74 $7.61K - $8.52K
13.2K $5.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 16.11%
$225.11 - $247.9 $259K - $285K
8.29K $2.05M
PDI
Pimco Dynamic Income Fund

Financial Services
15.2K
+ 12.91%
$18.85 - $20.07 $286K - $304K
133K $2.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.1K
+ 8.02%
$97.75 - $100.75 $303K - $313K
41.8K $4.19M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 1.22%
$70.77 - $73.59 $87.5K - $91K
103K $7.52M
FXI
Ishares Tr

ETFs
7.21K
New
$36.18 - $41.62 $261K - $300K
7.21K $296K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.9K
+ 6.68%
$107.66 - $112.36 $204K - $213K
30.3K $3.38M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.06K
New
$50.79 - $76.4 $155K - $234K
3.06K $233K
IRBO
Ishares Robotics & Artificial

ETFs
7.19K
New
N/A
7.19K $230K
IEFA
Ishares Tr

ETFs
2.53K
New
$81.7 - $87.53 $207K - $222K
2.53K $220K
TSLA
Tesla, Inc.

Consumer Cyclical
490
New
$293.94 - $444.72 $144K - $218K
490 $217K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.5K
New
$36.04 - $38.78 $198K - $213K
5.5K $212K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.21K
New
$87.29 - $93.61 $193K - $207K
2.21K $206K
ASTS
Ast Space Mobile, Inc.

Communication Services
3.01K
+ 33.02%
$36.91 - $60.06 $111K - $181K
12.1K $594K
IWM
Ishares Russell 2000 ETF

ETFs
173
+ 4.45%
$214.92 - $244.84 $37.2K - $42.4K
4.06K $983K
JPM
Jpmorgan Chase & CO

Financial Services
361
+ 36.24%
$282.78 - $316.06 $102K - $114K
1.36K $428K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
204
+ 1.76%
$108.46 - $120.63 $22.1K - $24.6K
11.8K $1.4M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
817
+ 6.59%
$68.95 - $75.02 $56.3K - $61.3K
13.2K $989K
IWF
Ishares Russell 1000 Gr ETF

ETFs
21
+ 0.77%
$420.11 - $472.68 $8.82K - $9.93K
2.75K $1.29M
VUG
Vanguard Growth ETF

ETFs
11
+ 0.41%
$433.97 - $484.08 $4.77K - $5.32K
2.73K $1.31M
SUB
Ishares Short Term National Mu

ETFs
792
+ 18.57%
$106.17 - $107.3 $84.1K - $85K
5.06K $539K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
840
+ 22.47%
$68.24 - $73.73 $57.3K - $61.9K
4.58K $336K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
31
+ 1.67%
$284.45 - $324.95 $8.82K - $10.1K
1.89K $603K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
330
+ 5.91%
$87.07 - $93.06 $28.7K - $30.7K
5.91K $541K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
504
+ 4.65%
$64.17 - $68.19 $32.3K - $34.4K
11.3K $772K
IWP
Ishares Russell Mid Cap Growth

ETFs
204
+ 3.87%
$137.51 - $145.26 $28.1K - $29.6K
5.48K $780K
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.03%
$64.12 - $68.08 $256 - $272
11.8K $804K
IVE
Ishares S&P 500 Value ETF

ETFs
16
+ 0.38%
$194.44 - $206.51 $3.11K - $3.3K
4.2K $867K
SPMD
Spdr Portfolio

ETFs
178
+ 2.16%
$54.43 - $58.29 $9.69K - $10.4K
8.43K $482K
XLK
Technology Sector Spdr

ETFs
3
+ 0.25%
$250.97 - $282.66 $753 - $848
1.19K $334K
NEAR
Blackrock Short Maturity Bond

ETFs
616
+ 13.81%
$50.8 - $51.32 $31.3K - $31.6K
5.08K $260K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
43
+ 0.84%
$87.69 - $96.0 $3.77K - $4.13K
5.14K $484K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
46
+ 0.71%
$172.72 - $179.11 $7.95K - $8.24K
6.49K $1.16M
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 1 Puts 0
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