Flagship Private Wealth, LLC Purchases in Q2 2025

Flagship Private Wealth, LLC

  • $194 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
64.9K
+ 172.17%
$100.04 - $100.54 $6.49M - $6.53M
103K $10.3M
VGT
Vanguard Information Technolog

ETFs
153
+ 1.31%
$470.37 - $663.28 $72K - $101K
11.8K $7.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.79K
+ 4.62%
$152.42 - $182.82 $425K - $510K
63.1K $11.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
+ 2.81%
$108.12 - $135.04 $162K - $203K
54.8K $7.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
475
+ 3.75%
$273.67 - $366.17 $130K - $174K
13.2K $4.82M
IXN
Ishares Global Information Tec

ETFs
635
+ 1.27%
$65.81 - $92.34 $41.8K - $58.6K
50.8K $4.69M
IXUS
Ishares Tr

ETFs
10K
New
$62.37 - $77.63 $626K - $780K
10K $776K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
362
+ 1.32%
$113.67 - $150.4 $41.1K - $54.4K
27.9K $4.19M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.56K
+ 55.02%
$54.28 - $67.95 $465K - $582K
24.1K $1.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.27K
+ 19.34%
$96.84 - $99.46 $607K - $624K
38.7K $3.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.23K
+ 1.22%
$51.16 - $62.02 $62.7K - $76K
101K $6.29M
XLU
Utilities Sector Spdr

ETFs
5.28K
New
$73.09 - $82.77 $386K - $437K
5.28K $430K
IEV
Ishares Tr Europe ETF

ETFs
5.19K
New
$51.8 - $64.59 $269K - $335K
5.19K $328K
VXF
Vanguard Extended Market ETF

ETFs
239
+ 1.97%
$150.43 - $192.71 $36K - $46.1K
12.3K $2.38M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.08K
+ 39.75%
$53.75 - $67.21 $166K - $207K
10.8K $717K
ISRG
Intuitive Surgical Inc

Healthcare
450
New
$451.58 - $565.94 $203K - $255K
450 $244K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.92K
New
$91.62 - $116.16 $175K - $222K
1.92K $222K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.87K
New
$60.34 - $74.89 $173K - $215K
2.87K $215K
IWF
Ishares Russell 1000 Gr ETF

ETFs
21
+ 0.78%
$320.42 - $424.58 $6.73K - $8.92K
2.73K $1.15M
GLD
Spdr Gold Trust

ETFs
13
+ 0.13%
$273.71 - $316.29 $3.56K - $4.11K
9.96K $3.04M
ADSK
Autodesk, Inc.

Technology
662
New
N/A
662 $162K
MEAR
Blackrock Short Maturity Munic

ETFs
3.08K
+ 7.65%
$49.74 - $50.27 $153K - $155K
43.3K $2.18M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.03K
+ 3.76%
$105.23 - $109.61 $108K - $113K
28.4K $3.12M
PDI
Pimco Dynamic Income Fund

Financial Services
10.7K
+ 10.06%
$17.02 - $19.87 $183K - $213K
117K $2.23M
SPYG
Spdr Portfolio

ETFs
69
+ 0.93%
$71.83 - $95.32 $4.96K - $6.58K
7.48K $713K
AXP
American Express CO

Financial Services
1
+ 0.06%
$231.39 - $318.98 $231 - $319
1.81K $576K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
66
+ 0.54%
$55.5 - $69.0 $3.66K - $4.55K
12.4K $855K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24
+ 0.23%
$58.41 - $72.69 $1.4K - $1.74K
10.6K $770K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.12%
$272.36 - $339.57 $545 - $679
1.65K $561K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
197
+ 0.72%
$45.11 - $52.34 $8.89K - $10.3K
27.5K $1.44M
XLK
Technology Sector Spdr

ETFs
2
+ 0.17%
$179.73 - $253.23 $359 - $506
1.19K $300K
IVE
Ishares S&P 500 Value ETF

ETFs
121
+ 2.98%
$168.34 - $195.42 $20.4K - $23.6K
4.19K $818K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
71
+ 1.29%
$70.44 - $86.87 $5K - $6.17K
5.58K $484K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.4%
$210.28 - $289.91 $841 - $1.16K
996 $288K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
76
+ 1.51%
$72.61 - $88.75 $5.52K - $6.75K
5.1K $452K
IWR
Ishares Russell Mid Cap ETF

ETFs
19
+ 0.39%
$74.88 - $91.97 $1.42K - $1.75K
4.85K $446K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
109
+ 1.72%
$157.93 - $175.89 $17.2K - $19.2K
6.45K $1.13M
SHV
Ishares Tr

ETFs
317
+ 2.05%
$110.06 - $110.46 $34.9K - $35K
15.7K $1.74M
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.02%
$55.22 - $63.94 $110 - $128
11.8K $755K
LRGF
Ishares Tr

ETFs
12
+ 0.27%
$51.37 - $64.13 $616 - $770
4.54K $290K
SPMD
Spdr Portfolio

ETFs
37
+ 0.45%
$44.89 - $54.38 $1.66K - $2.01K
8.25K $448K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27
+ 0.73%
$55.54 - $69.09 $1.5K - $1.87K
3.74K $258K
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.04%
$158.36 - $178.82 $158 - $179
2.59K $456K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
134
+ 3.9%
N/A
3.57K $267K
NEAR
Blackrock Short Maturity Bond

ETFs
32
+ 0.72%
$50.41 - $51.17 $1.61K - $1.64K
4.46K $227K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.33%
$285.55 - $321.23 $857 - $964
912 $266K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.2%
$236.71 - $261.92 $710 - $786
1.49K $368K
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Flagship Private Wealth, LLC Portfolio

Follow Flagship Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email