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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$284B
$5.04 Billion 2.96% of portfolio
37,533
Q4 2024 New
$694B
$3.62 Billion 2.13% of portfolio
7,995
Q4 2024 New
$3.2T
$3.55 Billion 2.08% of portfolio
14,158
Q4 2024 New
$430B
$1.3 Billion 0.76% of portfolio
12,068
Q4 2024 New
$3.25T
$1.28 Billion 0.75% of portfolio
3,030
Q4 2024 New
$1.9T
$1.24 Billion 0.73% of portfolio
5,633
Q4 2024 New
$781B
$1.1 Billion 0.65% of portfolio
1,426
Q4 2024 New
$265B
$1.07 Billion 0.63% of portfolio
7,396
Q4 2024 New
$376B
$1.02 Billion 0.6% of portfolio
6,089
Q4 2024 New
$741B
$866 Million 0.51% of portfolio
3,612
Q4 2024 New
$347B
$851 Million 0.5% of portfolio
4,787
Q4 2024 New
$505B
$588 Million 0.35% of portfolio
660
Q4 2024 New
$535B
$522 Million 0.31% of portfolio
991
Q4 2024 New
$1.01T
$526 Million 0.31% of portfolio
2,764
Q4 2024 New
$223B
$497 Million 0.29% of portfolio
2,260
Q4 2024 New
$449B
$465 Million 0.27% of portfolio
507
Q4 2024 New
$330B
$418 Million 0.25% of portfolio
9,516
Q4 2024 New
$208B
$308 Million 0.18% of portfolio
1,036
Q4 2024 New
$405B
$285 Million 0.17% of portfolio
1,969
Q4 2024 New
$210B
$283 Million 0.17% of portfolio
2,849
Q4 2024 New
$370B
$274 Million 0.16% of portfolio
704
Q4 2024 New
$1.25T
$268 Million 0.16% of portfolio
457
Q4 2024 New
$228B
$254 Million 0.15% of portfolio
1,524
Q4 2024 New
$232B
$233 Million 0.14% of portfolio
2,060
Q4 2024 New
$310B
$212 Million 0.12% of portfolio
3,400
Q4 2024 New
$280B
$154 Million 0.09% of portfolio
2,191
Q4 2024 New
$232B
$161 Million 0.09% of portfolio
556
Q4 2024 New
$268B
$144 Million 0.08% of portfolio
1,200
Q4 2024 New
$244B
$108 Million 0.06% of portfolio
1,819
Q4 2024 New
$403B
$98.7 Million 0.06% of portfolio
592
Q4 2024 New
$223B
$106 Million 0.06% of portfolio
1,625
Q4 2024 New
$203B
$49.8 Million 0.03% of portfolio
396
Q4 2024 New
$292B
$32.7 Million 0.02% of portfolio
400
Q4 2024 New
$309B
$22.1 Million 0.01% of portfolio
100
Q4 2024 New
$379B
$8.6 Million 0.01% of portfolio
17
Q4 2024 New
$243B
$15.1 Million 0.01% of portfolio
200
Q4 2024 New
$243B
$12.4 Million 0.01% of portfolio
127
Q4 2024 New
$270B
$7.86 Million 0.0% of portfolio
3,792
Q4 2024 New
$273B
$6.02 Million 0.0% of portfolio
18
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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