Flagship Wealth Advisors, LLC New Holdings in Q4 2024

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
380
New
$219.66 - $257.62 $83.5K - $97.9K
380 $84M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.63K
New
$51.09 - $55.27 $83K - $89.8K
1.63K $83.1M
HSY
Hershey CO

Consumer Defensive
482
New
$168.67 - $193.65 $81.3K - $93.3K
482 $81.7M
BBY
Best Buy CO Inc

Consumer Cyclical
945
New
$85.2 - $101.35 $80.5K - $95.8K
945 $81.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
616
New
$124.61 - $133.96 $76.8K - $82.5K
616 $79.4M
VNQ
Vanguard Specialized Funds Van

ETFs
886
New
$87.85 - $98.6 $77.8K - $87.4K
886 $78.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
673
New
$113.92 - $127.38 $76.7K - $85.7K
673 $77.5M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
1.2K
New
$64.28 - $76.45 $77.1K - $91.7K
1.2K $77.3M
XLI
Industrial Sector Spdr

ETFs
585
New
$131.76 - $143.99 $77.1K - $84.2K
585 $77.1M
PHYS
Sprott Physical Gold Trust

Financial Services
3.78K
New
$19.66 - $21.66 $74.2K - $81.8K
3.78K $76M
LHX
L3 Harris Technologies, Inc.

Industrials
355
New
$208.94 - $264.22 $74.2K - $93.8K
355 $74.6M
MDT
Medtronic PLC

Healthcare
869
New
$79.61 - $92.24 $69.2K - $80.2K
869 $69.4M
SO
Southern CO

Utilities
800
New
$81.5 - $94.15 $65.2K - $75.3K
800 $65.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.03K
New
$61.68 - $67.87 $63.5K - $69.9K
1.03K $64.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.43K
New
$43.84 - $48.76 $62.5K - $69.5K
1.43K $62.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.3K
New
$46.48 - $51.32 $60.4K - $66.7K
1.3K $62.6M
AMD
Advanced Micro Devices Inc

Technology
515
New
$118.88 - $172.8 $61.2K - $89K
515 $62.2M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
500
New
$118.78 - $129.7 $59.4K - $64.8K
500 $62M
PBA
Pembina Pipeline Corp

Energy
1.66K
New
$35.89 - $43.35 $59.6K - $72K
1.66K $61.4M
VLO
Valero Energy Corp

Energy
499
New
$118.59 - $144.02 $59.2K - $71.9K
499 $61.2M
VHT
Vanguard Health Care ETF

ETFs
240
New
$250.81 - $283.3 $60.2K - $68K
240 $60.9M
EBAY
Ebay Inc

Consumer Cyclical
981
New
$57.51 - $67.17 $56.4K - $65.9K
981 $60.8M
UL
Unilever PLC

Consumer Defensive
1.07K
New
$56.7 - $64.64 $60.7K - $69.2K
1.07K $60.7M
DUK
Duke Energy Corp

Utilities
563
New
$105.76 - $120.76 $59.5K - $68K
563 $60.7M
CMCSA
Comcast Corp

Communication Services
1.6K
New
$37.39 - $45.14 $60K - $72.4K
1.6K $60.2M
BCE
Bce Inc

Communication Services
2.53K
New
$22.53 - $34.84 $57K - $88.2K
2.53K $58.7M
INTC
Intel Corp

Technology
2.9K
New
$19.07 - $26.23 $55.3K - $76.1K
2.9K $58.2M
MO
Altria Group, Inc.

Consumer Defensive
1.1K
New
$49.06 - $57.74 $54K - $63.5K
1.1K $57.5M
ES
Eversource Energy

Utilities
993
New
$55.9 - $67.73 $55.5K - $67.3K
993 $57M
PSX
Phillips 66

Energy
500
New
$110.35 - $138.93 $55.2K - $69.5K
500 $57M
WEC
Wec Energy Group, Inc.

Utilities
600
New
$92.94 - $101.82 $55.8K - $61.1K
600 $56.4M
ENB
Enbridge Inc

Energy
1.3K
New
$40.4 - $43.92 $52.4K - $56.9K
1.3K $55M
VTI
Vanguard Total Stock Market Et

ETFs
187
New
$280.04 - $302.45 $52.4K - $56.6K
187 $54.2M
CARR
Carrier Global Corp

Industrials
786
New
$66.69 - $82.65 $52.4K - $65K
786 $53.7M
MAR
Marriott International Inc

Consumer Cyclical
189
New
$246.06 - $292.59 $46.5K - $55.3K
189 $52.7M
INDA
Ishares Msci India Index Fund

ETFs
1K
New
$52.64 - $58.16 $52.6K - $58.2K
1K $52.6M
KMB
Kimberly Clark Corp

Consumer Defensive
400
New
$130.37 - $146.09 $52.1K - $58.4K
400 $52.4M
ACA
Arcosa, Inc.

Industrials
536
New
$91.1 - $111.57 $48.8K - $59.8K
536 $51.9M
MS
Morgan Stanley

Financial Services
396
New
$104.42 - $134.99 $41.4K - $53.5K
396 $49.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
830
New
$59.25 - $72.99 $49.2K - $60.6K
830 $49.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
87
New
$563.99 - $620.12 $49.1K - $54K
87 $49.6M
YUM
Yum Brands Inc

Consumer Cyclical
2.14K
New
$130.36 - $139.54 $279K - $298K
2.14K $48.3M
JCI
Johnson Controls International PLC

Industrials
610
New
$74.23 - $86.6 $45.3K - $52.8K
610 $48.1M
PPG
Ppg Industries Inc

Basic Materials
400
New
$119.09 - $131.37 $47.6K - $52.5K
400 $47.8M
IEFA
Ishares Tr

ETFs
674
New
$70.06 - $77.43 $47.2K - $52.2K
674 $47.4M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
3.13K
New
$14.45 - $15.15 $45.2K - $47.3K
3.13K $47.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
939
New
$50.37 - $50.6 $47.3K - $47.5K
939 $47.3M
AWK
American Water Works Company, Inc.

Utilities
377
New
$123.83 - $146.07 $46.7K - $55.1K
377 $47M
IFRA
Ishares Tr

ETFs
1K
New
$45.94 - $51.71 $45.9K - $51.7K
1K $46.3M
Activity Summary
Buys All Purchases 377 New Holdings 377 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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