Flagship Private Wealth, LLC Portfolio Holdings
Flagship Private Wealth, LLC
- $193 Million
- Q3 2024
Flagship Private Wealth, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Million distributed in 102 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 $22.7M, Spdr S&P 500 ETF Trust with a value of $15.5M, Ishares Tr Global 100 ETF with a value of $12M, Ishares Msci Usa Min Vol Facto with a value of $11.7M, and Ishares Msci Usa Quality Facto with a value of $7.63M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $168M to 193M.
Below you can find more details about Flagship Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|