Flagship Private Wealth, LLC Incresed Positions in Q1 2025

Flagship Private Wealth, LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
62.3K
+ 46.85%
$87.68 - $94.52 $5.47M - $5.89M
195K $18.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
38.4K
+ 110.09%
$81.83 - $82.73 $3.14M - $3.18M
73.3K $6.06M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.5K
+ 17.99%
$100.34 - $100.68 $1.65M - $1.66M
108K $10.9M
GLD
Spdr Gold Trust

ETFs
911
+ 10.08%
$243.19 - $288.14 $222K - $262K
9.95K $2.87M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.06K
+ 11.18%
$168.16 - $186.21 $1.02M - $1.13M
60.3K $10.2M
PDI
Pimco Dynamic Income Fund

Financial Services
16.8K
+ 18.63%
$18.51 - $20.05 $310K - $336K
107K $2.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.05K
+ 14.26%
$95.85 - $99.25 $388K - $402K
32.4K $3.2M
GOOG
Alphabet Inc.

Communication Services
2.87K
+ 224.92%
$156.06 - $207.71 $448K - $596K
4.15K $647K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.33K
+ 11.1%
$120.29 - $134.6 $641K - $718K
53.3K $6.47M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.14K
+ 5.41%
$65.27 - $71.18 $336K - $366K
100K $6.58M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.17K
+ 4.45%
$105.1 - $109.61 $123K - $128K
27.4K $2.97M
MUB
Ishares National Muni Bond ETF

ETFs
1.53K
+ 14.8%
$104.71 - $107.69 $160K - $165K
11.9K $1.25M
SUB
Ishares Short Term National Mu

ETFs
622
+ 17.08%
$105.3 - $106.24 $65.5K - $66.1K
4.26K $449K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.16K
+ 16.13%
$60.91 - $71.4 $132K - $154K
15.6K $967K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
430
+ 14.3%
N/A
3.44K $257K
RSP
Invesco S&P 500 Equal Weight E

ETFs
299
+ 5.05%
$169.43 - $182.84 $50.7K - $54.7K
6.21K $1.07M
IVE
Ishares S&P 500 Value ETF

ETFs
200
+ 5.17%
$185.78 - $198.58 $37.2K - $39.7K
4.07K $767K
IWR
Ishares Russell Mid Cap ETF

ETFs
426
+ 9.66%
$82.81 - $92.93 $35.3K - $39.6K
4.83K $409K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
693
+ 14.38%
$77.91 - $92.26 $54K - $63.9K
5.51K $437K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
664
+ 10.47%
$192.82 - $222.1 $128K - $147K
7K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.4%
$225.19 - $279.95 $901 - $1.12K
992 $243K
SPYG
Spdr Portfolio

ETFs
638
+ 9.41%
$80.05 - $92.39 $51.1K - $58.9K
7.42K $594K
LRGF
Ishares Tr

ETFs
198
+ 4.58%
$56.95 - $63.95 $11.3K - $12.7K
4.53K $260K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.46 - $64.42 $60.5 - $64.4
11.8K $722K
IWF
Ishares Russell 1000 Gr ETF

ETFs
272
+ 11.18%
$360.07 - $417.26 $97.9K - $113K
2.71K $975K
EOSE
Eos Energy Enterprises, Inc.

Industrials
14K
+ 25.32%
$3.78 - $6.08 $52.9K - $85.1K
69.3K $273K
IBB
Ishares Biotechnology ETF

ETFs
3
+ 0.09%
$127.9 - $140.56 $384 - $422
3.39K $441K
ENVX
Enovix Corp

Industrials
4.7K
+ 35.35%
$7.21 - $14.33 $33.9K - $67.4K
18K $134K
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.31%
$199.2 - $222.69 $797 - $891
1.3K $259K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.18%
$302.31 - $337.54 $907 - $1.01K
1.65K $503K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
127
+ 2.6%
$80.73 - $94.96 $10.3K - $12.1K
5.02K $412K
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.39%
$190.26 - $242.06 $1.33K - $1.69K
1.81K $345K
PCT
Pure Cycle Technologies, Inc.

Industrials
3.8K
+ 12.76%
$6.92 - $10.9 $26.3K - $41.4K
33.6K $235K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
499
+ 4.33%
$102.49 - $119.96 $51.1K - $59.9K
12K $1.25M
AAPL
Apple Inc.

Technology
24
+ 0.45%
$209.68 - $247.1 $5.03K - $5.93K
5.39K $1.2M
VTI
Vanguard Total Stock Market Et

ETFs
178
+ 1.01%
$271.18 - $303.12 $48.3K - $54K
17.7K $4.85M
MGK
Vanguard Mega Cap Growth ETF

ETFs
550
+ 4.54%
$307.43 - $357.48 $169K - $197K
12.7K $3.91M
VGT
Vanguard Information Technolog

ETFs
280
+ 2.46%
$542.38 - $646.34 $152K - $181K
11.7K $6.34M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 0
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