Flagship Wealth Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 379 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 $17.2B, Vanguard Growth ETF with a value of $16.3B, Vanguard Whitehall Fds (Vangua with a value of $12.1B, Spdr S&P 500 ETF Trust with a value of $9.68B, and Vanguard Value ETF with a value of $6.42B.
Examining the 13F form we can see an increase of $170B in the current position value.
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
$170 Billion
ETFs: $123 Billion
Technology: $12.8 Billion
Financial Services: $7.68 Billion
Industrials: $4.82 Billion
Healthcare: $4.51 Billion
Consumer Defensive: $4.32 Billion
Energy: $3.45 Billion
Consumer Cyclical: $3.45 Billion
Other: $4.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
