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
$104B
$93.5 Million 0.05% of portfolio
164
Q4 2024 New
$25.6B
$87.1 Million 0.05% of portfolio
721
Q4 2024 New
$24.8B
$81.7 Million 0.05% of portfolio
482
Q1 2025 Reduced 17.01%
$0
$78.9 Million 0.05% of portfolio
886
Q1 2025 Reduced 11.29%
$25.9B
$84 Million 0.05% of portfolio
380
Q4 2024 New
$0
$77.1 Million 0.05% of portfolio
585
Q4 2024 New
$15.6B
$81.1 Million 0.05% of portfolio
945
Q4 2024 New
$0
$77.5 Million 0.05% of portfolio
673
Q1 2025 Reduced 5.65%
$0
$79.4 Million 0.05% of portfolio
616
Q1 2025 Reduced 1.14%
$48B
$74.6 Million 0.04% of portfolio
355
Q4 2024 New
$54.7B
$61.2 Million 0.04% of portfolio
499
Q4 2024 New
$0
$60.9 Million 0.04% of portfolio
240
Q4 2024 New
$0
$76 Million 0.04% of portfolio
3,776
Q4 2024 New
$42.5B
$60.8 Million 0.04% of portfolio
981
Q4 2024 New
$21.1B
$61.4 Million 0.04% of portfolio
1,661
Q4 2024 New
$205B
$62.2 Million 0.04% of portfolio
515
Q1 2025 Reduced 6.8%
$115B
$69.4 Million 0.04% of portfolio
869
Q4 2024 New
$0
$64.2 Million 0.04% of portfolio
1,030
Q4 2024 New
$0
$62.6 Million 0.04% of portfolio
1,300
Q4 2024 New
$0
$74.9 Million 0.04% of portfolio
295
Q4 2024 New
$96.3B
$65.9 Million 0.04% of portfolio
800
Q4 2024 New
$158B
$60.7 Million 0.04% of portfolio
1,071
Q4 2024 New
$0
$62 Million 0.04% of portfolio
500
Q4 2024 New
$152B
$60.2 Million 0.04% of portfolio
1,604
Q4 2024 New
$0
$62.7 Million 0.04% of portfolio
1,425
Q4 2024 New
$0
$43.7 Million 0.03% of portfolio
750
Q4 2024 New
$59.9B
$57 Million 0.03% of portfolio
500
Q4 2024 New
$0
$49.6 Million 0.03% of portfolio
87
Q4 2024 New
$25.6B
$47 Million 0.03% of portfolio
377
Q4 2024 New
$0
$47.3 Million 0.03% of portfolio
3,125
Q1 2025 Added 120.0%
$0
$45 Million 0.03% of portfolio
1,418
Q1 2025 Reduced 64.1%
$106B
$57.5 Million 0.03% of portfolio
1,100
Q4 2024 New
$83.1B
$52.7 Million 0.03% of portfolio
189
Q4 2024 New
$32.8B
$56.4 Million 0.03% of portfolio
600
Q4 2024 New
$220B
$49.8 Million 0.03% of portfolio
396
Q4 2024 New
$4.14B
$51.9 Million 0.03% of portfolio
536
Q4 2024 New
$39.8B
$48.3 Million 0.03% of portfolio
2,139
Q1 2025 Reduced 5.84%
$25.3B
$47.8 Million 0.03% of portfolio
400
Q4 2024 New
$21.9B
$57 Million 0.03% of portfolio
993
Q1 2025 Added 45.12%
$0
$54.2 Million 0.03% of portfolio
187
Q4 2024 New
$90.9B
$49.6 Million 0.03% of portfolio
830
Q4 2024 New
$0
$45.3 Million 0.03% of portfolio
534
Q4 2024 New
$0
$52.6 Million 0.03% of portfolio
1,000
Q4 2024 New
$0
$46.3 Million 0.03% of portfolio
1,000
Q4 2024 New
$85.4B
$58.2 Million 0.03% of portfolio
2,900
Q4 2024 New
$58.4B
$53.7 Million 0.03% of portfolio
786
Q4 2024 New
$71.5B
$48.1 Million 0.03% of portfolio
610
Q4 2024 New
$0
$47.4 Million 0.03% of portfolio
674
Q1 2025 Reduced 83.98%
$20.1B
$58.7 Million 0.03% of portfolio
2,532
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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