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
$0
$10.6 Million 0.01% of portfolio
188
Q4 2024 New
$105B
$18.3 Million 0.01% of portfolio
200
Q4 2024 New
$59.1B
$22 Million 0.01% of portfolio
577
Q1 2025 Added 0.35%
$17.3B
$14.5 Million 0.01% of portfolio
550
Q4 2024 New
$0
$9.77 Million 0.01% of portfolio
105
Q4 2024 New
$12.6B
$23.7 Million 0.01% of portfolio
166
Q4 2024 New
$10.1B
$16.6 Million 0.01% of portfolio
151
Q1 2025 Added 0.66%
$61.7B
$16.9 Million 0.01% of portfolio
615
Q4 2024 New
$142B
$10.3 Million 0.01% of portfolio
45
Q4 2024 New
$0
$19.6 Million 0.01% of portfolio
239
Q4 2024 New
$41.7B
$19 Million 0.01% of portfolio
136
Q4 2024 New
$88.1B
$15.6 Million 0.01% of portfolio
348
Q4 2024 New
$19.3B
$13.4 Million 0.01% of portfolio
22
Q4 2024 New
$58.3B
$19.7 Million 0.01% of portfolio
643
Q4 2024 New
$53.3B
$25.3 Million 0.01% of portfolio
444
Q4 2024 New
$58.2B
$10.9 Million 0.01% of portfolio
86
Q4 2024 New
$19.1B
$16.9 Million 0.01% of portfolio
200
Q4 2024 New
$15.3B
$12.3 Million 0.01% of portfolio
200
Q4 2024 New
$0
$9.02 Million 0.01% of portfolio
223
Q4 2024 New
$0
$16.7 Million 0.01% of portfolio
253
Q1 2025 Added 0.4%
$18.8B
$16 Million 0.01% of portfolio
200
Q4 2024 New
$0
$11.5 Million 0.01% of portfolio
115
Q1 2025 Added 21.74%
$33.6B
$23.3 Million 0.01% of portfolio
306
Q4 2024 New
$10.2B
$12.4 Million 0.01% of portfolio
125
Q4 2024 New
$20.7B
$12.3 Million 0.01% of portfolio
306
Q4 2024 New
$44.8B
$19.4 Million 0.01% of portfolio
360
Q4 2024 New
$0
$18.9 Million 0.01% of portfolio
47
Q4 2024 New
$0
$9.64 Million 0.01% of portfolio
109
Q4 2024 New
$99.9B
$22.4 Million 0.01% of portfolio
100
Q4 2024 New
$36.9B
$22.6 Million 0.01% of portfolio
100
Q4 2024 New
$3.69B
$8.62 Million 0.01% of portfolio
133
Q4 2024 New
$8.78B
$16.5 Million 0.01% of portfolio
400
Q4 2024 New
$52.2B
$22.1 Million 0.01% of portfolio
240
Q4 2024 New
$0
$17.2 Million 0.01% of portfolio
410
Q4 2024 New
$197B
$8.8 Million 0.01% of portfolio
25
Q4 2024 New
$271B
$15.1 Million 0.01% of portfolio
200
Q4 2024 New
$250B
$12.4 Million 0.01% of portfolio
127
Q4 2024 New
$107B
$9.13 Million 0.01% of portfolio
43
Q4 2024 New
$133B
$10.4 Million 0.01% of portfolio
2,271
Q4 2024 New
Black Rock Inc
-
$14.4 Million 0.01% of portfolio
-
Q1 2025 Added 714.29%
Brookfield Corp
-
$18.4 Million 0.01% of portfolio
-
Q4 2024 New
$0
$13.2 Million 0.01% of portfolio
442
Q4 2024 New
Gci Liberty Inc Xxx Submitted For Escrow Cl A
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$4.82 Million 0.0% of portfolio
84
Q4 2024 New
$67.9B
$3.8 Million 0.0% of portfolio
121
Q4 2024 New
$42.5B
$389,000 0.0% of portfolio
44
Q1 2025 Added 4.55%
$0
$3.94 Million 0.0% of portfolio
171
Q1 2025 Added 1.75%
$12B
$4.31 Million 0.0% of portfolio
33
Q4 2024 New
$5.22B
$3.21 Million 0.0% of portfolio
85
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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