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
RPM
Rpm International Inc

Basic Materials
156
New
$120.09 - $140.26 $18.7K - $21.9K
156 $19.2M
DHI
Horton D R Inc

Consumer Cyclical
136
New
$137.24 - $194.56 $18.7K - $26.5K
136 $19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
47
New
$370.24 - $418.94 $17.4K - $19.7K
47 $18.9M
Brookfield Corp
321
New
N/A
321 $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
200
New
$87.44 - $102.5 $17.5K - $20.5K
200 $18.3M
Solventum Corp
275
New
N/A
275 $18.2M
NUSC
Nuveen Esg Small Cap ETF

ETFs
410
New
$41.74 - $46.2 $17.1K - $18.9K
410 $17.2M
IFF
International Flavors & Fragrances Inc

Basic Materials
200
New
$83.96 - $106.19 $16.8K - $21.2K
200 $16.9M
KMI
Kinder Morgan, Inc.

Energy
615
New
$22.59 - $28.54 $13.9K - $17.6K
615 $16.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
253
New
$65.79 - $72.14 $16.6K - $18.3K
253 $16.7M
OGE
Oge Energy Corp.

Utilities
400
New
$39.65 - $44.08 $15.9K - $17.6K
400 $16.5M
EIX
Edison International

Utilities
200
New
$77.93 - $88.36 $15.6K - $17.7K
200 $16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.5K
New
$7.33 - $12.37 $11K - $18.5K
1.5K $15.8M
CVS
Cvs Health Corp

Healthcare
348
New
$43.78 - $67.46 $15.2K - $23.5K
348 $15.6M
PLTR
Palantir Technologies Inc.

Technology
200
New
$36.46 - $82.38 $7.29K - $16.5K
200 $15.1M
SLV
I Shares Silver Trust

ETFs
550
New
$26.33 - $31.74 $14.5K - $17.5K
550 $14.5M
XLB
Select Sector Spdr Fd Material

ETFs
172
New
$83.8 - $97.58 $14.4K - $16.8K
172 $14.5M
Black Rock Inc
14
New
N/A
14 $14.4M
SXT
Sensient Technologies Corp

Basic Materials
200
New
$71.0 - $81.38 $14.2K - $16.3K
200 $14.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
107
New
$131.66 - $144.0 $14.1K - $15.4K
107 $14.1M
VTRS
Viatris Inc

Healthcare
1.12K
New
$11.32 - $13.37 $12.7K - $15K
1.12K $13.9M
LII
Lennox International Inc

Industrials
22
New
$589.36 - $678.43 $13K - $14.9K
22 $13.4M
PSLV
Sprott Physical Silver Trust

Financial Services
1.39K
New
$9.65 - $11.76 $13.4K - $16.3K
1.39K $13.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
442
New
$29.77 - $30.19 $13.2K - $13.3K
442 $13.2M
DTM
Dt Midstream, Inc.

Energy
125
New
$78.85 - $108.56 $9.86K - $13.6K
125 $12.4M
NVS
Novartis Ag

Healthcare
127
New
$96.78 - $117.18 $12.3K - $14.9K
127 $12.4M
EVRG
Evergy, Inc.

Utilities
200
New
$59.06 - $65.0 $11.8K - $13K
200 $12.3M
DOW
Dow Inc.

Basic Materials
306
New
$39.1 - $55.34 $12K - $16.9K
306 $12.3M
IGV
Ishares Expanded Tech Software

ETFs
115
New
$87.5 - $110.17 $10.1K - $12.7K
115 $11.5M
DEO
Diageo PLC

Consumer Defensive
86
New
$118.0 - $139.88 $10.1K - $12K
86 $10.9M
IP
International Paper CO

Consumer Cyclical
200
New
$46.64 - $59.57 $9.33K - $11.9K
200 $10.8M
ROBO
Robo Global Robotics And Autom

ETFs
188
New
$55.06 - $58.6 $10.4K - $11K
188 $10.6M
SAN
Banco Santander, S.A.

Financial Services
2.27K
New
$4.49 - $5.05 $10.2K - $11.5K
2.27K $10.4M
DHR
Danaher Corp

Healthcare
45
New
$226.16 - $274.52 $10.2K - $12.4K
45 $10.3M
IYR
Ishares Tr

ETFs
105
New
$90.74 - $102.87 $9.53K - $10.8K
105 $9.77M
IWR
Ishares Russell Mid Cap ETF

ETFs
109
New
$87.25 - $95.52 $9.51K - $10.4K
109 $9.64M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
50
New
$180.39 - $205.43 $9.02K - $10.3K
50 $9.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43
New
$209.89 - $233.24 $9.03K - $10K
43 $9.13M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
223
New
$40.28 - $44.96 $8.98K - $10K
223 $9.02M
ACN
Accenture PLC

Technology
25
New
$343.9 - $376.86 $8.6K - $9.42K
25 $8.8M
ALE
Allete Inc

Utilities
133
New
$63.98 - $65.24 $8.51K - $8.68K
133 $8.62M
UNH
Unitedhealth Group Inc

Healthcare
17
New
$485.52 - $625.25 $8.25K - $10.6K
17 $8.6M
KHC
Kraft Heinz CO

Consumer Defensive
276
New
$30.1 - $36.02 $8.31K - $9.94K
276 $8.48M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
80
New
$101.77 - $113.02 $8.14K - $9.04K
80 $8.45M
MSCI
Msci Inc.

Financial Services
14
New
$569.09 - $635.99 $7.97K - $8.9K
14 $8.4M
C
Citigroup Inc

Financial Services
119
New
$61.31 - $72.5 $7.3K - $8.63K
119 $8.38M
CPB
Campbell Soup CO

Consumer Defensive
200
New
$41.42 - $48.71 $8.28K - $9.74K
200 $8.38M
CAG
Conagra Brands Inc.

Consumer Defensive
300
New
$26.48 - $32.72 $7.94K - $9.82K
300 $8.33M
O
Realty Income Corp

Real Estate
150
New
$51.76 - $64.71 $7.76K - $9.71K
150 $8.01M
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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