Flagship Wealth Advisors, LLC Incresed Positions in Q3 2025

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
67
+ 7.88%
$220.68 - $255.63 $14.8K - $17.1K
917 $225M
MDT
Medtronic PLC

Healthcare
145
+ 12.89%
$87.67 - $95.74 $12.7K - $13.9K
1.27K $121M
HON
Honeywell International Inc

Industrials
250
+ 17.73%
$207.7 - $240.4 $51.9K - $60.1K
1.66K $349M
AEP
American Electric Power CO Inc

Utilities
162
+ 67.5%
$103.26 - $115.0 $16.7K - $18.6K
402 $45.2M
CVS
Cvs Health Corp

Healthcare
233
+ 66.95%
$58.75 - $76.5 $13.7K - $17.8K
581 $43.8M
TWLO
Twilio Inc

Communication Services
200
+ 2000.0%
$92.44 - $132.7 $18.5K - $26.5K
210 $21M
VTI
Vanguard Total Stock Market Et

ETFs
45
+ 24.06%
$303.93 - $329.86 $13.7K - $14.8K
232 $76.1M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
300
+ 25.0%
$62.34 - $67.58 $18.7K - $20.3K
1.5K $97M
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 0.36%
$118.16 - $123.66 $1.42K - $1.48K
3.33K $407M
AMD
Advanced Micro Devices Inc

Technology
55
+ 11.46%
$134.8 - $184.42 $7.41K - $10.1K
535 $86.6M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 4.61%
$291.67 - $316.99 $9.04K - $9.83K
703 $214M
AZN
Astrazeneca PLC

Healthcare
22
+ 1.07%
$68.72 - $82.11 $1.51K - $1.81K
2.09K $160M
BA
Boeing CO

Industrials
50
+ 7.42%
$209.79 - $237.38 $10.5K - $11.9K
724 $156M
T
At&T Inc.

Communication Services
797
+ 7.19%
$26.94 - $29.62 $21.5K - $23.6K
11.9K $336M
VZ
Verizon Communications Inc

Communication Services
264
+ 6.25%
$40.84 - $45.06 $10.8K - $11.9K
4.49K $197M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5
+ 0.33%
$10.78 - $19.82 $53.9 - $99.1
1.5K $29.3M
BP
Bp PLC

Energy
219
+ 23.6%
$30.25 - $35.69 $6.62K - $7.82K
1.15K $39.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
54
+ 2.66%
$50.79 - $54.95 $2.74K - $2.97K
2.09K $114M
EMR
Emerson Electric CO

Industrials
129
+ 4.48%
$128.6 - $149.63 $16.6K - $19.3K
3.01K $395M
MO
Altria Group, Inc.

Consumer Defensive
12
+ 1.09%
$57.75 - $67.68 $693 - $812
1.11K $73.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
136
+ 5.78%
$40.94 - $42.85 $5.57K - $5.83K
2.49K $105M
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 5.06%
$412.46 - $514.1 $26K - $32.4K
1.31K $641M
Glaxo Smith Kline PLC Adr
5
+ 0.45%
N/A
1.13K $48.7M
RDVY
First Trust Rising Dividend Ac

ETFs
76
+ 115.15%
$62.38 - $67.29 $4.74K - $5.11K
142 $9.55M
IBM
International Business Machines Corp

Technology
126
+ 5.22%
$234.77 - $292.47 $29.6K - $36.9K
2.54K $716M
VOT
Vanguard Mid Cap Growth Index

ETFs
8
+ 2.71%
$282.75 - $294.19 $2.26K - $2.35K
303 $89M
TLT
Ishares Barclays 20+ Year Trea

ETFs
56
+ 224.0%
$85.01 - $90.35 $4.76K - $5.06K
81 $7.24M
NUE
Nucor Corp

Basic Materials
1
+ 0.12%
$133.3 - $150.33 $133 - $150
808 $109M
LLY
Eli Lilly & CO

Healthcare
38
+ 2.6%
$625.65 - $812.69 $23.8K - $30.9K
1.5K $1.14B
TFC
Truist Financial Corp

Financial Services
15
+ 1.56%
$42.83 - $47.07 $642 - $706
976 $44.6M
PANW
Palo Alto Networks Inc

Technology
20
+ 1.62%
$167.06 - $208.19 $3.34K - $4.16K
1.25K $255M
SJM
J M Smucker CO

Consumer Defensive
2
+ 1.31%
$102.24 - $113.2 $204 - $226
155 $16.8M
MRNA
Moderna, Inc.

Healthcare
75
+ 46.88%
$23.51 - $34.67 $1.76K - $2.6K
235 $6.07M
CEG
Constellation Energy Corp

Utilities
3
+ 3.0%
$298.82 - $354.89 $896 - $1.06K
103 $33.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11
+ 23.91%
$117.65 - $120.08 $1.29K - $1.32K
57 $6.81M
DRIV
Global X Fds Global X Autonomo

ETFs
1
+ 0.57%
$23.34 - $28.35 $23.3 - $28.4
175 $4.94M
IP
International Paper CO

Consumer Cyclical
15
+ 7.5%
$45.32 - $55.68 $680 - $835
215 $9.98M
CMCSA
Comcast Corp

Communication Services
234
+ 14.59%
$31.41 - $36.33 $7.35K - $8.5K
1.84K $57.8M
VALE
Vale S.A.

Basic Materials
1
+ 2.17%
$9.53 - $10.95 $9.53 - $11
47 $511K
SLVM
Sylvamo Corp

Basic Materials
1
+ 5.56%
$40.4 - $53.01 $40.4 - $53
19 $840K
UL
Unilever PLC

Consumer Defensive
14
+ 1.31%
$58.43 - $65.01 $818 - $910
1.09K $64.3M
BMY
Bristol Myers Squibb CO

Healthcare
114
+ 1.58%
$43.31 - $48.98 $4.94K - $5.58K
7.32K $330M
KO
Coca Cola CO

Consumer Defensive
172
+ 5.06%
$65.67 - $71.67 $11.3K - $12.3K
3.57K $237M
PM
Philip Morris International Inc.

Consumer Defensive
87
+ 7.25%
$157.77 - $183.27 $13.7K - $15.9K
1.29K $209M
WM
Waste Management Inc

Industrials
17
+ 0.9%
$213.88 - $237.1 $3.64K - $4.03K
1.9K $420M
DRI
Darden Restaurants Inc

Consumer Cyclical
9
+ 1.41%
$184.73 - $220.27 $1.66K - $1.98K
647 $123M
OKE
Oneok Inc

Energy
36
+ 0.51%
$71.36 - $83.47 $2.57K - $3K
7.05K $514M
Activity Summary
Buys All Purchases 174 New Holdings 76 Increased Positions 98 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Flagship Wealth Advisors, LLC Portfolio

Follow Flagship Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email