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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76 Million 0.04% of portfolio
3,776
Q4 2024 New
$0
$47.3 Million 0.03% of portfolio
3,125
Q4 2024 New
$0
$26.8 Million 0.02% of portfolio
3,125
Q4 2024 New
$0
$13.4 Million 0.01% of portfolio
1,386
Q4 2024 New
$33.9M
$495,000 0.0% of portfolio
4,275
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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