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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$181 Million 0.11% of portfolio
850
Q4 2024 New
$0
$183 Million 0.11% of portfolio
2,131
Q1 2025 Added 0.23%
$176B
$169 Million 0.1% of portfolio
4,226
Q4 2024 New
$9.91B
$173 Million 0.1% of portfolio
1,100
Q1 2025 Added 100.0%
$0
$171 Million 0.1% of portfolio
3,025
Q1 2025 Added 7.44%
$0
$162 Million 0.1% of portfolio
1,671
Q4 2024 New
$275B
$154 Million 0.09% of portfolio
2,191
Q1 2025 Reduced 8.72%
$72.7B
$162 Million 0.09% of portfolio
1,281
Q4 2024 New
$0
$162 Million 0.09% of portfolio
2,135
Q1 2025 Added 14.05%
$215B
$161 Million 0.09% of portfolio
556
Q4 2024 New
$18B
$159 Million 0.09% of portfolio
3,310
Q1 2025 Reduced 13.6%
$20.4B
$148 Million 0.09% of portfolio
1,734
Q4 2024 New
$122B
$129 Million 0.08% of portfolio
1,300
Q4 2024 New
$0
$142 Million 0.08% of portfolio
387
Q1 2025 Added 2,067.18%
$74.4B
$135 Million 0.08% of portfolio
757
Q4 2024 New
$284B
$144 Million 0.08% of portfolio
1,200
Q4 2024 New
$27.5B
$119 Million 0.07% of portfolio
638
Q4 2024 New
$59.6B
$125 Million 0.07% of portfolio
240
Q4 2024 New
$136B
$120 Million 0.07% of portfolio
526
Q4 2024 New
$119B
$119 Million 0.07% of portfolio
674
Q4 2024 New
Blackrock Large Cap Growth
-
$118 Million 0.07% of portfolio
-
Q1 2025 Reduced 36.9%
Ge Vernova Inc
-
$122 Million 0.07% of portfolio
-
Q4 2024 New
$0
$119 Million 0.07% of portfolio
631
Q1 2025 Reduced 1.27%
$64.5B
$124 Million 0.07% of portfolio
1,200
Q4 2024 New
$0
$121 Million 0.07% of portfolio
1,500
Q4 2024 New
$141B
$119 Million 0.07% of portfolio
330
Q4 2024 New
$213B
$112 Million 0.07% of portfolio
195
Q1 2025 Added 121.03%
$73.9B
$100 Million 0.06% of portfolio
1,100
Q4 2024 New
$127B
$105 Million 0.06% of portfolio
166
Q4 2024 New
$31.4B
$94 Million 0.06% of portfolio
805
Q1 2025 Added 0.12%
$268B
$108 Million 0.06% of portfolio
1,819
Q4 2024 New
$54.1B
$98.5 Million 0.06% of portfolio
185
Q4 2024 New
$15.1B
$97.4 Million 0.06% of portfolio
600
Q1 2025 Reduced 33.33%
$561B
$98.7 Million 0.06% of portfolio
592
Q1 2025 Added 100.0%
$0
$103 Million 0.06% of portfolio
578
Q4 2024 New
Jp Morgan Limited Duration Bond ETF
-
$107 Million 0.06% of portfolio
-
Q1 2025 Reduced 17.02%
$220B
$106 Million 0.06% of portfolio
1,625
Q4 2024 New
$0
$103 Million 0.06% of portfolio
2,545
Q4 2024 New
$0
$100 Million 0.06% of portfolio
2,086
Q4 2024 New
$0
$95.4 Million 0.06% of portfolio
1,223
Q1 2025 Reduced 53.15%
$81.7B
$94.4 Million 0.06% of portfolio
1,106
Q4 2024 New
$25.1B
$98.3 Million 0.06% of portfolio
3,012
Q4 2024 New
$0
$97.6 Million 0.06% of portfolio
557
Q4 2024 New
$0
$77.3 Million 0.05% of portfolio
1,200
Q4 2024 New
$0
$84.1 Million 0.05% of portfolio
611
Q4 2024 New
$168B
$86 Million 0.05% of portfolio
1,425
Q1 2025 Added 38.6%
$70.4B
$90.1 Million 0.05% of portfolio
715
Q4 2024 New
$35.9B
$85.5 Million 0.05% of portfolio
1,267
Q4 2024 New
$0
$83.1 Million 0.05% of portfolio
1,625
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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