Flagship Wealth Advisors, LLC Purchases and Sells in Q3 2025

Flagship Wealth Advisors, LLC

$303 Billion
Q3 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EPS	69.5K + 79.6%	$64.14 - $69.37 $4.46M - $4.82M	157K $10.8B
QQQ	2.41K + 6.12%	$546.99 - $602.2 $1.32M - $1.45M	41.9K $25.1B
VUG	2.25K + 4.7%	$433.97 - $484.08 $975K - $1.09M	50K $24B
Fidelity Enhanced Large Cap Core ETF	59.5K + 41.68%	N/A	202K $7.54B
SCHG	68.4K + 50.53%	$28.92 - $32.19 $1.98M - $2.2M	204K $6.5B
VONG	16.5K + 424.33%	$108.08 - $121.73 $1.79M - $2.01M	20.4K $2.46B

New Holdings

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	7.33K New	$110.74 - $122.12 $811K - $895K	7.33K $887M
FNDF	20.4K New	$39.84 - $43.15 $812K - $880K	20.4K $876M
FVAL	9.43K New	$63.74 - $69.18 $601K - $652K	9.43K $649M
V	900 New	$332.09 - $358.86 $299K - $323K	900 $307M
MTB	1.07K New	$183.74 - $204.05 $196K - $218K	1.07K $211M
MGK	451 New	$362.31 - $405.74 $163K - $183K	451 $181M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-167K - 43.7%	$26.38 - $27.95 $4.41M - $4.68M	216K $5.89B
BRK-B	-3.45K - 42.67%	$459.11 - $506.91 $1.58M - $1.75M	4.64K $2.33B
DIS	-1.6K - 73.26%	$112.25 - $124.0 $180K - $198K	584 $66.9M
ABT	-1.46K - 67.59%	$120.51 - $136.62 $176K - $199K	700 $93.8M
IVE	-1.67K - 12.63%	$194.44 - $206.51 $324K - $344K	11.5K $2.38B
FDRR	-4.99K - 19.62%	$54.44 - $58.63 $272K - $293K	20.4K $1.2B

Activity Summary All Purchases 174 New Holdings 76 Increased Positions 98 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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