Flagship Wealth Advisors, LLC Reduced Holdings in Q3 2025

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-167K
- 43.7%
$26.38 - $27.95 $4.41M - $4.68M
216K $5.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.45K
- 42.67%
$459.11 - $506.91 $1.58M - $1.75M
4.64K $2.33B
DIS
Walt Disney CO

Communication Services
-1.6K
- 73.26%
$112.25 - $124.0 $180K - $198K
584 $66.9M
ABT
Abbott Laboratories

Healthcare
-1.46K
- 67.59%
$120.51 - $136.62 $176K - $199K
700 $93.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.67K
- 12.63%
$194.44 - $206.51 $324K - $344K
11.5K $2.38B
FDRR
Fidelity Covington Tr Divid Et

ETFs
-4.99K
- 19.62%
$54.44 - $58.63 $272K - $293K
20.4K $1.2B
TGT
Target Corp

Consumer Defensive
-1.63K
- 93.21%
$86.56 - $107.43 $141K - $176K
119 $10.7M
AXP
American Express CO

Financial Services
-505
- 48.75%
$294.27 - $342.31 $149K - $173K
531 $176M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.79K
- 36.37%
$74.68 - $80.26 $134K - $144K
3.14K $252M
WMT
Walmart Inc.

Consumer Defensive
-1.3K
- 38.38%
$94.4 - $104.27 $122K - $135K
2.08K $214M
META
Meta Platforms, Inc.

Communication Services
-124
- 10.12%
$695.21 - $791.73 $86.2K - $98.2K
1.1K $809M
MRK
Merck & Co., Inc.

Healthcare
-1.16K
- 40.58%
$77.6 - $87.37 $89.7K - $101K
1.69K $142M
SOXX
Ishares Semiconductor ETF

ETFs
-371
- 37.25%
$236.93 - $271.12 $87.9K - $101K
625 $169M
JCI
Johnson Controls International PLC

Industrials
-575
- 94.26%
$103.24 - $111.73 $59.4K - $64.2K
35 $3.85M
AMP
Ameriprise Financial Inc

Financial Services
-105
- 56.76%
$486.13 - $544.55 $51K - $57.2K
80 $39.3M
SYK
Stryker Corp

Healthcare
-100
- 43.48%
$368.57 - $403.53 $36.9K - $40.4K
130 $48.1M
MMM
3 M CO

Industrials
-248
- 16.33%
$144.41 - $160.2 $35.8K - $39.7K
1.27K $197M
MSFT
Microsoft Corp

Technology
-227
- 5.54%
$491.09 - $535.64 $111K - $122K
3.87K $2.01B
INTC
Intel Corp

Technology
-1.9K
- 65.52%
$19.31 - $35.5 $36.7K - $67.5K
1K $33.6M
PFE
Pfizer Inc

Healthcare
-1.99K
- 12.6%
$23.29 - $25.88 $46.4K - $51.6K
13.8K $353M
VIG
Vanguard Dividend Appreciation

ETFs
-372
- 7.64%
N/A
4.49K $970M
PULS
Pgim ETF Tr

ETFs
-478
- 93.91%
$49.58 - $49.83 $23.7K - $23.8K
31 $1.55M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-100
- 3.5%
$42.56 - $49.08 $4.26K - $4.91K
2.76K $118M
ELV
Elevance Health, Inc.

Healthcare
-14
- 20.0%
$274.66 - $395.76 $3.85K - $5.54K
56 $18.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-113
- 19.45%
$35.34 - $47.21 $3.99K - $5.33K
468 $18.3M
Solventum Corp
-75
- 27.27%
N/A
200 $14.6M
XLP
Consumer Staples Sector Spdr

ETFs
-44
- 11.14%
N/A
351 $27.5M
XLI
Industrial Sector Spdr

ETFs
-47
- 8.03%
$147.94 - $154.99 $6.95K - $7.28K
538 $83M
XLB
Select Sector Spdr Fd Material

ETFs
-38
- 27.54%
$86.72 - $92.61 $3.3K - $3.52K
100 $8.96M
XLE
Energy Sector Spdr

ETFs
-128
- 6.05%
$84.25 - $91.99 $10.8K - $11.8K
1.99K $178M
IWD
Ishares Russell 1000 Val ETF

ETFs
-15
- 10.49%
$192.76 - $203.86 $2.89K - $3.06K
128 $26.1M
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 4.09%
$129.01 - $139.72 $3.23K - $3.49K
586 $81.6M
YUM
Yum Brands Inc

Consumer Cyclical
-54
- 2.68%
$139.5 - $153.94 $7.53K - $8.31K
1.96K $298M
VAW
Vanguard Materials ETF

ETFs
-21
- 3.37%
$193.21 - $210.15 $4.06K - $4.41K
602 $123M
TRV
Travelers Companies, Inc.

Financial Services
-14
- 1.21%
$250.62 - $279.43 $3.51K - $3.91K
1.14K $318M
XLY
Select Sector Spdr Consumer Di

ETFs
-13
- 1.41%
$216.09 - $242.18 $2.81K - $3.15K
908 $218M
VGLT
Vanguard Long Term Treasury Et

ETFs
-468
- 0.58%
$54.21 - $57.41 $25.4K - $26.9K
80.7K $4.59B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-660
- 3.38%
$82.42 - $87.03 $54.4K - $57.4K
18.9K $1.64B
VPU
Vanguard Utilities ETF

ETFs
-73
- 1.66%
$175.25 - $189.41 $12.8K - $13.8K
4.32K $818M
VTV
Vanguard Value ETF

ETFs
-2.67K
- 4.79%
$175.51 - $186.57 $469K - $498K
53.1K $9.91B
FMIL
Fidelity Covington Tr New Mill
-436
- 1.96%
N/A
21.9K $1.14B
VB
Vanguard Small Cap ETF

ETFs
-116
- 2.44%
$237.58 - $259.17 $27.6K - $30.1K
4.65K $1.18B
XLK
Technology Sector Spdr

ETFs
-27
- 1.01%
$250.97 - $282.66 $6.78K - $7.63K
2.64K $745M
IVV
Ishares Core S&P 500 ETF

ETFs
-6
- 0.39%
$620.67 - $670.08 $3.72K - $4.02K
1.53K $1.03B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-325
- 7.11%
$275.84 - $326.36 $89.6K - $106K
4.24K $1.38B
T. Rowe Price Growth ETF
-4.66K
- 4.44%
N/A
100K $4.37B
Jp Morgan Equity Focus ETF
-29
- 0.08%
N/A
37.6K $2.79B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.59K
- 4.35%
$51.78 - $57.89 $134K - $150K
56.9K $3.28B
AAPL
Apple Inc.

Technology
-104
- 0.77%
$202.38 - $256.87 $21K - $26.7K
13.3K $3.39B
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
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