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FLAGSHIP WEALTH ADVISORS, LLC 13F portfolio summary

FLAGSHIP WEALTH ADVISORS, LLC of FLAGSHIP WEALTH ADVISORS, LLC has 339 current stock holdings with a reported portfolio value of $232.7M. The portfolio 1 year return is +15.19%. Top holdings include IEI (0.00%), JPLD (0.00%), GRNB (0.00%), AGG (0.00%), PULS (0.00%).

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FLAGSHIP WEALTH ADVISORS, LLC

FLAGSHIP WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

FLAGSHIP WEALTH ADVISORS, LLC runs FLAGSHIP WEALTH ADVISORS, LLC and currently holds 339 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $232.67M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FLAGSHIP WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FLAGSHIP WEALTH ADVISORS, LLC's portfolio at FLAGSHIP WEALTH ADVISORS, LLC has delivered returns of +15.19%. Their 3-year annualized return is +12.41%. Looking at the 5-year horizon, FLAGSHIP WEALTH ADVISORS, LLC has achieved +12.41% annualized returns at FLAGSHIP WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.19%
#0/1000
3 Year
+12.41%
#0/1000
5 Year
+12.41%
#0/1000

Portfolio Value

$232.67M

Alpha Score

11.4

#0 of 1000

Holdings

339

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change