Flagship Private Wealth, LLC Portfolio Holdings
Flagship Private Wealth, LLC
- $168 Million
- Q2 2024
Flagship Private Wealth, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $168 Million distributed in 91 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 $20M, Spdr S&P 500 ETF Trust with a value of $15.3M, Ishares Tr Global 100 ETF with a value of $11.8M, Ishares Msci Usa Min Vol Facto with a value of $9.6M, and Ishares Trishares 0 3 Mnth Tre with a value of $8.73M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $154M to 168M.
Below you can find more details about Flagship Private Wealth, LLC portfolio as well as his latest detailed transactions.