Flagship Wealth Advisors, LLC Portfolio Holdings

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025

Flagship Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 379 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $17.2B, Vanguard Growth ETF with a value of $16.3B, Vanguard Whitehall Fds (Vangua with a value of $12.1B, Spdr S&P 500 ETF Trust with a value of $9.68B, and Vanguard Value ETF with a value of $6.42B.

Flagship Wealth Advisors, LLC is based out at Wakefield, MA

Below you can find more details about Flagship Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $123 Billion
Technology: $12.8 Billion
Financial Services: $7.68 Billion
Industrials: $4.82 Billion
Healthcare: $4.51 Billion
Consumer Defensive: $4.32 Billion
Energy: $3.45 Billion
Consumer Cyclical: $3.45 Billion
Other: $4.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Billion 10.13% of portfolio
33,705
Q4 2024 New
$0
$16.3 Billion 9.56% of portfolio
39,635
Q4 2024 New
$0
$12.1 Billion 7.11% of portfolio
94,832
Q4 2024 New
$0
$9.68 Billion 5.69% of portfolio
16,522
Q4 2024 New
$0
$6.42 Billion 3.77% of portfolio
37,917
Q4 2024 New
$0
$6.05 Billion 3.56% of portfolio
221,584
Q4 2024 New
$0
$5.74 Billion 3.38% of portfolio
93,641
Q4 2024 New
$271B
$5.04 Billion 2.96% of portfolio
37,533
Q4 2024 New
$0
$5 Billion 2.94% of portfolio
40,469
Q4 2024 New
$694B
$3.62 Billion 2.13% of portfolio
7,995
Q4 2024 New
$0
$3.57 Billion 2.1% of portfolio
47,203
Q4 2024 New
$3.42T
$3.55 Billion 2.08% of portfolio
14,158
Q4 2024 New
$0
$3.52 Billion 2.07% of portfolio
43,526
Q4 2024 New
$0
$3.4 Billion 2.0% of portfolio
61,418
Q4 2024 New
$0
$3.17 Billion 1.86% of portfolio
14,921
Q4 2024 New
$0
$2.94 Billion 1.73% of portfolio
28,974
Q4 2024 New
$105B
$2.39 Billion 1.4% of portfolio
9,862
Q4 2024 New
$0
$2.19 Billion 1.29% of portfolio
42,664
Q4 2024 New
$0
$2.07 Billion 1.22% of portfolio
35,608
Q4 2024 New
$0
$1.96 Billion 1.15% of portfolio
39,307
Q4 2024 New
Fidelity Enhanced Large Cap Growth ETF
-
$1.62 Billion 0.95% of portfolio
-
Q4 2024 New
$440B
$1.3 Billion 0.76% of portfolio
12,068
Q4 2024 New
$2.95T
$1.28 Billion 0.75% of portfolio
3,030
Q4 2024 New
$0
$1.27 Billion 0.75% of portfolio
5,294
Q4 2024 New
$1.88T
$1.24 Billion 0.73% of portfolio
5,633
Q4 2024 New
$0
$1.2 Billion 0.7% of portfolio
6,125
Q4 2024 New
$854B
$1.1 Billion 0.65% of portfolio
1,426
Q4 2024 New
$266B
$1.07 Billion 0.63% of portfolio
7,396
Q4 2024 New
$385B
$1.02 Billion 0.6% of portfolio
6,089
Q4 2024 New
$187B
$1.01 Billion 0.59% of portfolio
6,638
Q4 2024 New
$0
$983 Million 0.58% of portfolio
1,670
Q4 2024 New
$0
$979 Million 0.58% of portfolio
35,112
Q4 2024 New
$0
$992 Million 0.58% of portfolio
5,377
Q4 2024 New
$0
$967 Million 0.57% of portfolio
7,368
Q4 2024 New
$0
$895 Million 0.53% of portfolio
5,475
Q4 2024 New
$718B
$866 Million 0.51% of portfolio
3,612
Q4 2024 New
$345B
$851 Million 0.5% of portfolio
4,787
Q4 2024 New
$36.7B
$658 Million 0.39% of portfolio
6,556
Q4 2024 New
$0
$621 Million 0.36% of portfolio
2,670
Q4 2024 New
$504B
$588 Million 0.35% of portfolio
660
Q4 2024 New
$79.5B
$586 Million 0.34% of portfolio
2,855
Q4 2024 New
$0
$579 Million 0.34% of portfolio
1,075
Q4 2024 New
$523B
$522 Million 0.31% of portfolio
991
Q4 2024 New
$979B
$526 Million 0.31% of portfolio
2,764
Q4 2024 New
$125B
$507 Million 0.3% of portfolio
1,733
Q4 2024 New
$217B
$497 Million 0.29% of portfolio
2,260
Q4 2024 New
$149B
$491 Million 0.29% of portfolio
4,065
Q4 2024 New
$73.5B
$472 Million 0.28% of portfolio
1,021
Q4 2024 New
$440B
$465 Million 0.27% of portfolio
507
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 379
  • Current Value $170 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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