Flagship Wealth Advisors, LLC New Holdings in Q4 2024

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
534
New
$80.67 - $87.84 $43.1K - $46.9K
534 $45.3M
PULS
Pgim ETF Tr

ETFs
1.42K
New
$49.51 - $49.79 $70.2K - $70.6K
1.42K $45M
IYH
Ishares Tr

ETFs
750
New
$57.53 - $65.24 $43.1K - $48.9K
750 $43.7M
WPM
Wheaton Precious Metals Corp.

Basic Materials
724
New
$56.08 - $68.53 $40.6K - $49.6K
724 $40.7M
CATH
Global X Fds Global X S&P 500

ETFs
554
New
$68.5 - $73.81 $37.9K - $40.9K
554 $39.2M
XYL
Xylem Inc.

Industrials
332
New
$116.02 - $137.45 $38.5K - $45.6K
332 $38.5M
ROK
Rockwell Automation, Inc

Industrials
133
New
$264.65 - $302.92 $35.2K - $40.3K
133 $38M
Glaxo Smith Kline PLC Adr
1.11K
New
N/A
1.11K $37.6M
TT
Trane Technologies PLC

Industrials
100
New
$369.35 - $419.14 $36.9K - $41.9K
100 $36.9M
ITB
Ishares Tr

ETFs
356
New
$103.31 - $129.34 $36.8K - $46K
356 $36.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
332
New
$107.06 - $123.74 $35.5K - $41.1K
332 $36.3M
DFS
Discover Financial Services

Financial Services
198
New
$136.3 - $182.67 $27K - $36.2K
198 $34.3M
Ge Healthcare Technologies Ord
436
New
N/A
436 $34.1M
OTIS
Otis Worldwide Corp

Industrials
368
New
$92.57 - $106.01 $34.1K - $39K
368 $34.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
705
New
$47.63 - $52.63 $33.6K - $37.1K
705 $33.9M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
400
New
$81.7 - $100.47 $32.7K - $40.2K
400 $32.7M
K
Kellogg CO

Consumer Defensive
400
New
$80.34 - $81.29 $32.1K - $32.5K
400 $32.4M
AZO
Autozone Inc

Consumer Cyclical
10
New
$2981.19 - $3370.27 $29.8K - $33.7K
10 $32M
XLP
Consumer Staples Sector Spdr

ETFs
395
New
N/A
395 $31.1M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
573
New
$50.78 - $55.97 $29.1K - $32.1K
573 $30.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
448
New
N/A
448 $30.6M
SYY
Sysco Corp

Consumer Defensive
400
New
$73.63 - $81.77 $29.5K - $32.7K
400 $30.6M
F
Ford Motor CO

Consumer Cyclical
3.02K
New
$9.69 - $11.4 $29.2K - $34.4K
3.02K $29.9M
UGI
Ugi Corp

Utilities
1.05K
New
$23.24 - $30.37 $24.4K - $31.9K
1.05K $29.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
410
New
$69.58 - $74.87 $28.5K - $30.7K
410 $28.7M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.21K
New
$23.7 - $24.51 $28.6K - $29.6K
1.21K $28.6M
XLF
Financial Sector Spdr

ETFs
588
New
$44.89 - $51.34 $26.4K - $30.2K
588 $28.4M
EDV
Vanguard Extended Duration Tre

ETFs
414
New
$67.27 - $79.67 $27.8K - $33K
414 $28M
BP
Bp PLC

Energy
928
New
$28.16 - $33.14 $26.1K - $30.8K
928 $27.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.04K
New
$26.05 - $29.17 $27.1K - $30.3K
1.04K $27.2M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
3.13K
New
$8.51 - $9.15 $26.6K - $28.6K
3.13K $26.8M
ETN
Eaton Corp PLC

Industrials
80
New
$326.96 - $377.52 $26.2K - $30.2K
80 $26.6M
CAT
Caterpillar Inc

Industrials
73
New
$360.37 - $416.88 $26.3K - $30.4K
73 $26.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
143
New
$183.23 - $199.79 $26.2K - $28.6K
143 $26.5M
ELV
Elevance Health, Inc.

Healthcare
70
New
$365.96 - $514.62 $25.6K - $36K
70 $25.8M
CTVA
Corteva, Inc.

Basic Materials
444
New
$55.21 - $64.13 $24.5K - $28.5K
444 $25.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
334
New
$74.5 - $78.37 $24.9K - $26.2K
334 $25M
ITT
Itt Inc.

Industrials
166
New
$140.12 - $159.62 $23.3K - $26.5K
166 $23.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
306
New
$75.95 - $88.05 $23.2K - $26.9K
306 $23.3M
BR
Broadridge Financial Solutions, Inc.

Technology
100
New
$209.64 - $236.44 $21K - $23.6K
100 $22.6M
CEG
Constellation Energy Corp

Utilities
100
New
$224.28 - $285.52 $22.4K - $28.6K
100 $22.4M
TVE
Tennessee Vy Auth
1K
New
N/A
1K $22.3M
AEP
American Electric Power CO Inc

Utilities
240
New
$90.91 - $102.21 $21.8K - $24.5K
240 $22.1M
TMUS
T Mobile Us, Inc.

Communication Services
100
New
$206.1 - $246.94 $20.6K - $24.7K
100 $22.1M
FCX
Freeport Mcmoran Inc

Basic Materials
577
New
$38.08 - $50.82 $22K - $29.3K
577 $22M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
370
New
$56.61 - $61.63 $20.9K - $22.8K
370 $21M
MFC
Manulife Financial Corp

Financial Services
643
New
$29.21 - $32.87 $18.8K - $21.1K
643 $19.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
239
New
$81.68 - $82.93 $19.5K - $19.8K
239 $19.6M
D
Dominion Energy, Inc

Utilities
360
New
$52.63 - $60.92 $18.9K - $21.9K
360 $19.4M
Activity Summary
Buys All Purchases 377 New Holdings 377 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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