Flagship Private Wealth, LLC Sells in Q2 2025

Flagship Private Wealth, LLC

  • $194 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-33K
- 44.97%
$82.21 - $83.12 $2.71M - $2.74M
40.3K $3.34M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19.3K
- 9.9%
$85.42 - $94.39 $1.65M - $1.83M
176K $16.5M
XLV
Select Sector Spdr Fund Health

ETFs
-941
- 4.03%
$128.77 - $144.3 $121K - $136K
22.4K $3.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.06K
- 17.1%
$72.02 - $73.82 $293K - $300K
19.7K $1.45M
MUB
Ishares National Muni Bond ETF

ETFs
-1.95K
- 16.43%
$102.31 - $105.8 $200K - $206K
9.92K $1.04M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-8.16K
- 11.73%
$24.98 - $25.66 $204K - $209K
61.4K $1.57M
AAPL
Apple Inc.

Technology
-443
- 8.21%
$172.42 - $223.89 $76.4K - $99.2K
4.95K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
-693
- 19.85%
N/A
2.8K $509K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-624
- 25.18%
$224.16 - $285.86 $140K - $178K
1.85K $529K
OEF
Ishares S&P 100 ETF

ETFs
-228
- 9.44%
N/A
2.19K $582K
XLE
Energy Sector Spdr

ETFs
-148
- 5.34%
$76.44 - $94.13 $11.3K - $13.9K
2.62K $222K
ENTG
Entegris Inc

Technology
-4
- 0.09%
$62.92 - $86.2 $252 - $345
4.48K $361K
IWM
Ishares Russell 2000 ETF

ETFs
-400
- 9.32%
$174.82 - $215.79 $69.9K - $86.3K
3.89K $839K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-44
- 9.28%
$468.22 - $566.51 $20.6K - $24.9K
430 $243K
VT
Vanguard Total World Stk Index

ETFs
-308
- 11.19%
$103.16 - $128.52 $31.8K - $39.6K
2.45K $314K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-407
- 3.39%
$90.56 - $109.49 $36.9K - $44.6K
11.6K $1.27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-14
- 0.59%
$101.97 - $126.75 $1.43K - $1.77K
2.35K $298K
AMZN
Amazon Com Inc

Consumer Cyclical
-85
- 4.69%
$167.32 - $223.3 $14.2K - $19K
1.73K $379K
GOOGL
Alphabet Inc.

Communication Services
-156
- 4.22%
$144.7 - $178.6 $22.6K - $27.9K
3.54K $624K
MSFT
Microsoft Corp

Technology
-32
- 4.56%
$354.56 - $497.45 $11.3K - $15.9K
670 $333K
IWP
Ishares Russell Mid Cap Growth

ETFs
-63
- 1.18%
$104.34 - $138.68 $6.57K - $8.74K
5.28K $731K
IOO
Ishares Tr Global 100 ETF

ETFs
-1.22K
- 1.03%
$84.95 - $107.81 $104K - $132K
118K $12.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.76K
- 4.52%
$498.8 - $620.9 $879K - $1.09M
37.2K $23.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-60
- 0.23%
$496.48 - $617.85 $29.8K - $37.1K
25.6K $15.8M
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
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