Flagship Wealth Advisors, LLC Purchases in Q3 2025

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RMBS
Rambus Inc

Technology
700
New
$62.85 - $107.38 $44K - $75.2K
700 $72.9M
PEP
Pepsico Inc

Consumer Defensive
108
+ 2.16%
$133.81 - $152.16 $14.5K - $16.4K
5.11K $717M
IAU
Ishares Gold Trust

ETFs
289
+ 9.13%
$61.62 - $72.77 $17.8K - $21K
3.46K $251M
MET
Metlife Inc

Financial Services
543
New
$73.82 - $82.37 $40.1K - $44.7K
543 $44.7M
Ge Vernova Inc
22
+ 6.09%
N/A
383 $236M
NEE
Nextera Energy Inc

Utilities
161
+ 3.18%
$69.77 - $77.54 $11.2K - $12.5K
5.22K $394M
NBTB
Nbt Bancorp Inc

Financial Services
1K
New
$40.56 - $45.07 $40.6K - $45.1K
1K $41.8M
AVGO
Broadcom Inc.

Technology
99
+ 66.44%
$264.74 - $369.57 $26.2K - $36.6K
248 $81.8M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
229
+ 26.29%
$126.64 - $135.65 $29K - $31.1K
1.1K $149M
STT
State Street Corp

Financial Services
301
New
$102.01 - $117.25 $30.7K - $35.3K
301 $34.9M
PLTR
Palantir Technologies Inc.

Technology
175
New
$130.68 - $186.97 $22.9K - $32.7K
175 $31.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
62
+ 131.91%
$420.11 - $472.68 $26K - $29.3K
109 $51.1M
UBS
Ubs Group Ag

Financial Services
700
New
$33.77 - $42.38 $23.6K - $29.7K
700 $28.7M
CMI
Cummins Inc

Industrials
66
New
$327.85 - $426.39 $21.6K - $28.1K
66 $27.9M
D
Dominion Energy, Inc

Utilities
400
+ 111.11%
$56.32 - $62.1 $22.5K - $24.8K
760 $46.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
175
+ 625.0%
$136.48 - $142.97 $23.9K - $25K
203 $28.4M
MELI
Mercadolibre Inc

Consumer Cyclical
10
New
$2292.04 - $2514.05 $22.9K - $25.1K
10 $23.4M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.72%
$211.65 - $238.24 $21.2K - $23.8K
5.93K $1.3B
ADI
Analog Devices Inc

Technology
67
+ 7.88%
$220.68 - $255.63 $14.8K - $17.1K
917 $225M
MDT
Medtronic PLC

Healthcare
145
+ 12.89%
$87.67 - $95.74 $12.7K - $13.9K
1.27K $121M
HON
Honeywell International Inc

Industrials
250
+ 17.73%
$207.7 - $240.4 $51.9K - $60.1K
1.66K $349M
AEP
American Electric Power CO Inc

Utilities
162
+ 67.5%
$103.26 - $115.0 $16.7K - $18.6K
402 $45.2M
CVS
Cvs Health Corp

Healthcare
233
+ 66.95%
$58.75 - $76.5 $13.7K - $17.8K
581 $43.8M
TWLO
Twilio Inc

Communication Services
200
+ 2000.0%
$92.44 - $132.7 $18.5K - $26.5K
210 $21M
VTI
Vanguard Total Stock Market Et

ETFs
45
+ 24.06%
$303.93 - $329.86 $13.7K - $14.8K
232 $76.1M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
300
+ 25.0%
$62.34 - $67.58 $18.7K - $20.3K
1.5K $97M
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 0.36%
$118.16 - $123.66 $1.42K - $1.48K
3.33K $407M
AMD
Advanced Micro Devices Inc

Technology
55
+ 11.46%
$134.8 - $184.42 $7.41K - $10.1K
535 $86.6M
Blackrock Large Cap Growth
159
+ 15.6%
N/A
1.18K $97.2M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 4.61%
$291.67 - $316.99 $9.04K - $9.83K
703 $214M
ETR
Entergy Corp

Utilities
181
New
$80.93 - $93.55 $14.6K - $16.9K
181 $16.9M
AZN
Astrazeneca PLC

Healthcare
22
+ 1.07%
$68.72 - $82.11 $1.51K - $1.81K
2.09K $160M
BA
Boeing CO

Industrials
50
+ 7.42%
$209.79 - $237.38 $10.5K - $11.9K
724 $156M
T
At&T Inc.

Communication Services
797
+ 7.19%
$26.94 - $29.62 $21.5K - $23.6K
11.9K $336M
Lazard Inc
277
New
N/A
277 $14.6M
VZ
Verizon Communications Inc

Communication Services
264
+ 6.25%
$40.84 - $45.06 $10.8K - $11.9K
4.49K $197M
EQT
Eqt Corp

Energy
265
New
$49.19 - $59.19 $13K - $15.7K
265 $14.4M
SHOP
Shopify Inc.

Technology
93
New
$112.11 - $157.12 $10.4K - $14.6K
93 $13.8M
HAS
Hasbro, Inc.

Consumer Cyclical
180
New
$73.92 - $81.85 $13.3K - $14.7K
180 $13.7M
VICI
Vici Properties Inc.

Real Estate
393
New
$31.43 - $33.93 $12.4K - $13.3K
393 $12.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
411
New
$29.11 - $34.85 $12K - $14.3K
411 $12.7M
Linde PLC
26
New
N/A
26 $12.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5
+ 0.33%
$10.78 - $19.82 $53.9 - $99.1
1.5K $29.3M
PLD
Prologis, Inc.

Real Estate
105
New
$104.08 - $115.35 $10.9K - $12.1K
105 $12M
USB
Us Bancorp \De\

Financial Services
245
New
$43.94 - $50.41 $10.8K - $12.4K
245 $11.8M
BP
Bp PLC

Energy
219
+ 23.6%
$30.25 - $35.69 $6.62K - $7.82K
1.15K $39.5M
NTR
Nutrien Ltd.

Basic Materials
189
New
$55.69 - $62.11 $10.5K - $11.7K
189 $11.1M
VBR
Vanguard Small Cap Value ETF

ETFs
53
New
$195.41 - $212.37 $10.4K - $11.3K
53 $11.1M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
54
+ 2.66%
$50.79 - $54.95 $2.74K - $2.97K
2.09K $114M
Activity Summary
Buys All Purchases 174 New Holdings 76 Increased Positions 98 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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