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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.7B
$225 Million 0.13% of portfolio
1,234
Q4 2024 New
$192B
$214 Million 0.13% of portfolio
9,387
Q4 2024 New
$88.1B
$212 Million 0.12% of portfolio
625
Q4 2024 New
$29.8B
$199 Million 0.12% of portfolio
3,120
Q4 2024 New
$35.7B
$196 Million 0.12% of portfolio
2,200
Q4 2024 New
$87.9B
$196 Million 0.12% of portfolio
1,519
Q4 2024 New
$305B
$212 Million 0.12% of portfolio
3,400
Q4 2024 New
$51.6B
$211 Million 0.12% of portfolio
200
Q4 2024 New
$136B
$190 Million 0.11% of portfolio
770
Q4 2024 New
$124B
$181 Million 0.11% of portfolio
850
Q4 2024 New
$172B
$169 Million 0.1% of portfolio
4,226
Q4 2024 New
$10.2B
$173 Million 0.1% of portfolio
1,100
Q1 2025 Added 100.0%
$303B
$154 Million 0.09% of portfolio
2,191
Q1 2025 Reduced 8.72%
$72.6B
$162 Million 0.09% of portfolio
1,281
Q4 2024 New
$221B
$161 Million 0.09% of portfolio
556
Q4 2024 New
$19.9B
$159 Million 0.09% of portfolio
3,310
Q1 2025 Reduced 13.6%
$118B
$129 Million 0.08% of portfolio
1,300
Q4 2024 New
$83.7B
$135 Million 0.08% of portfolio
757
Q4 2024 New
$278B
$144 Million 0.08% of portfolio
1,200
Q4 2024 New
$41.3B
$144 Million 0.08% of portfolio
1,706
Q4 2024 New
$25.4B
$119 Million 0.07% of portfolio
638
Q4 2024 New
$57.9B
$125 Million 0.07% of portfolio
240
Q4 2024 New
$140B
$120 Million 0.07% of portfolio
526
Q4 2024 New
$138B
$119 Million 0.07% of portfolio
674
Q4 2024 New
$64.1B
$124 Million 0.07% of portfolio
1,200
Q4 2024 New
$147B
$119 Million 0.07% of portfolio
330
Q4 2024 New
$241B
$112 Million 0.07% of portfolio
195
Q1 2025 Added 121.03%
$72.8B
$100 Million 0.06% of portfolio
1,100
Q4 2024 New
$133B
$105 Million 0.06% of portfolio
166
Q4 2024 New
$36.2B
$94 Million 0.06% of portfolio
805
Q1 2025 Added 0.12%
$280B
$108 Million 0.06% of portfolio
1,819
Q4 2024 New
$57.6B
$98.5 Million 0.06% of portfolio
185
Q4 2024 New
$15.9B
$97.4 Million 0.06% of portfolio
600
Q1 2025 Reduced 33.33%
$671B
$98.7 Million 0.06% of portfolio
592
Q1 2025 Added 100.0%
$215B
$106 Million 0.06% of portfolio
1,625
Q4 2024 New
$85.4B
$94.4 Million 0.06% of portfolio
1,106
Q4 2024 New
$25.6B
$98.3 Million 0.06% of portfolio
3,012
Q4 2024 New
$179B
$86 Million 0.05% of portfolio
1,425
Q1 2025 Added 38.6%
$73B
$90.1 Million 0.05% of portfolio
715
Q4 2024 New
$38.1B
$85.5 Million 0.05% of portfolio
1,267
Q4 2024 New
$102B
$93.5 Million 0.05% of portfolio
164
Q4 2024 New
$26.1B
$87.1 Million 0.05% of portfolio
721
Q4 2024 New
$25.1B
$81.7 Million 0.05% of portfolio
482
Q1 2025 Reduced 17.01%
$27.7B
$84 Million 0.05% of portfolio
380
Q4 2024 New
$15.2B
$81.1 Million 0.05% of portfolio
945
Q4 2024 New
$50.8B
$74.6 Million 0.04% of portfolio
355
Q4 2024 New
$55.8B
$61.2 Million 0.04% of portfolio
499
Q4 2024 New
$0
$76 Million 0.04% of portfolio
3,776
Q4 2024 New
$42.2B
$60.8 Million 0.04% of portfolio
981
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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