Flagship Private Wealth, LLC Incresed Positions in Q4 2024

Flagship Private Wealth, LLC

  • $207 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
50.2K
+ 120.8%
$100.16 - $100.7 $5.02M - $5.05M
91.7K $9.2M
SHV
Ishares Tr

ETFs
26.9K
+ 289.26%
$109.92 - $110.57 $2.96M - $2.98M
36.2K $3.99M
IVV
Ishares Core S&P 500 ETF

ETFs
3.86K
+ 9.83%
$570.51 - $610.59 $2.2M - $2.36M
43.2K $25.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.7K
+ 27.46%
$176.42 - $186.91 $2.06M - $2.18M
54.2K $9.66M
MEAR
Blackrock Short Maturity Munic

ETFs
26.4K
+ 159.08%
$49.94 - $50.28 $1.32M - $1.33M
43K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.82K
+ 14.99%
$481.22 - $538.17 $877K - $981K
14K $7.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.56K
+ 13.11%
$124.26 - $134.12 $691K - $746K
48K $6.17M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.26K
+ 32.86%
$278.19 - $315.36 $629K - $713K
9.14K $2.63M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
9.22K
+ 220.89%
$65.31 - $74.15 $602K - $684K
13.4K $904K
VGT
Vanguard Information Technolog

ETFs
267
+ 2.4%
$571.78 - $647.97 $153K - $173K
11.4K $7.08M
IWM
Ishares Russell 2000 ETF

ETFs
1.93K
+ 61.65%
$216.13 - $242.4 $416K - $467K
5.05K $1.12M
MGK
Vanguard Mega Cap Growth ETF

ETFs
365
+ 3.1%
$316.94 - $357.88 $116K - $131K
12.1K $4.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 22.47%
$198.04 - $221.51 $230K - $258K
6.34K $1.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
576
+ 31.02%
$370.24 - $418.94 $213K - $241K
2.43K $977K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.47K
+ 3.79%
$65.67 - $69.79 $228K - $242K
95K $6.37M
SPYG
Spdr Portfolio

ETFs
2.1K
+ 44.93%
$81.74 - $91.38 $172K - $192K
6.78K $595K
EOSE
Eos Energy Enterprises, Inc.

Industrials
22.5K
+ 68.75%
$2.15 - $5.17 $48.4K - $116K
55.3K $278K
GLD
Spdr Gold Trust

ETFs
660
+ 7.88%
$236.59 - $257.5 $156K - $170K
9.04K $2.19M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.67K
+ 52.94%
$86.65 - $94.9 $145K - $158K
4.82K $418K
SUB
Ishares Short Term National Mu

ETFs
1.28K
+ 53.87%
$104.94 - $106.2 $134K - $135K
3.64K $384K
IXN
Ishares Global Information Tec

ETFs
163
+ 0.32%
$80.67 - $87.84 $13.1K - $14.3K
50.7K $4.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.25K
+ 12.15%
$113.92 - $127.38 $142K - $159K
11.5K $1.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
569
+ 11.27%
$116.4 - $138.52 $66.2K - $78.8K
5.62K $711K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.94K
+ 3.86%
$88.59 - $94.57 $438K - $467K
133K $11.8M
VXF
Vanguard Extended Market ETF

ETFs
10
+ 0.08%
$179.17 - $207.15 $1.79K - $2.07K
12.8K $2.44M
AAPL
Apple Inc.

Technology
2
+ 0.04%
$221.69 - $259.02 $443 - $518
5.37K $1.34M
PCT
Pure Cycle Technologies, Inc.

Industrials
6.6K
+ 28.47%
$8.81 - $14.3 $58.1K - $94.4K
29.8K $305K
IVW
Ishares S&P 500 Growth ETF

ETFs
81
+ 0.71%
$94.43 - $105.47 $7.65K - $8.54K
11.5K $1.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
915
+ 23.01%
$89.9 - $100.66 $82.3K - $92.1K
4.89K $441K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
874
+ 7.5%
$105.45 - $117.99 $92.2K - $103K
12.5K $1.33M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.29K
+ 10.27%
$69.58 - $74.87 $89.7K - $96.5K
13.8K $968K
DVY
Ishares Tr

ETFs
525
+ 29.3%
$129.55 - $143.41 $68K - $75.3K
2.32K $304K
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.56%
$180.88 - $232.93 $1.81K - $2.33K
1.81K $396K
SPMD
Spdr Portfolio

ETFs
1.13K
+ 13.12%
$54.13 - $59.56 $61.1K - $67.2K
9.73K $532K
FXI
Ishares Tr

ETFs
3.02K
+ 10.9%
$29.52 - $36.69 $89.1K - $111K
30.7K $934K
XLE
Energy Sector Spdr

ETFs
843
+ 10.64%
$83.32 - $97.27 $70.2K - $82K
8.76K $750K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.67K
+ 6.24%
$96.64 - $101.23 $161K - $169K
28.4K $2.75M
IVE
Ishares S&P 500 Value ETF

ETFs
307
+ 8.63%
$189.5 - $206.17 $58.2K - $63.3K
3.87K $737K
LRGF
Ishares Tr

ETFs
405
+ 10.33%
$58.25 - $63.26 $23.6K - $25.6K
4.33K $261K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.51%
$205.18 - $250.29 $1.03K - $1.25K
988 $236K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.31K
+ 299.94%
$25.93 - $105.3 $241K - $980K
12.4K $345K
XLK
Technology Sector Spdr

ETFs
56
+ 4.79%
$220.26 - $241.44 $12.3K - $13.5K
1.23K $284K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
267
+ 4.27%
$164.89 - $177.66 $44K - $47.4K
6.52K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 199.98%
$22.4 - $68.28 $254K - $775K
17K $394K
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.23%
$204.21 - $220.18 $613 - $661
1.29K $274K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.49%
$521.84 - $558.82 $1.04K - $1.12K
413 $222K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5
+ 0.15%
$69.3 - $74.3 $347 - $372
3.24K $231K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
8
+ 0.3%
$118.0 - $127.04 $944 - $1.02K
2.64K $320K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.57K
+ 18.05%
$33.77 - $44.09 $86.6K - $113K
16.8K $568K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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