Flagship Wealth Advisors, LLC Portfolio Holdings

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025

Flagship Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 433 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 $25.1B, Vanguard Growth ETF with a value of $24B, Vanguard Whitehall Fds (Vangua with a value of $16.3B, Spdr S&P 500 ETF Trust with a value of $15.4B, and Fidelity High Dividend ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $265B to 303B.

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 $303 Billion
ETFs: $226 Billion
Technology: $17.1 Billion
Financial Services: $8.47 Billion
Industrials: $5.17 Billion
Consumer Cyclical: $5.01 Billion
Communication Services: $4.73 Billion
Healthcare: $4.37 Billion
Consumer Defensive: $3.8 Billion
Other: $6.11 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103M
$19.6 Million 0.01% of portfolio
494
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 433
  • Current Value $303 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 76 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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