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FLAGSHIP WEALTH ADVISORS, LLC
FLAGSHIP WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
FLAGSHIP WEALTH ADVISORS, LLC runs FLAGSHIP WEALTH ADVISORS, LLC and currently holds 484 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $446.69M. Their top holdings are QQQ, VUG, VYM, FDVV, EPS. The top five represent 27.1% of reported portfolio weight. FLAGSHIP WEALTH ADVISORS, LLC ranks #831 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FLAGSHIP WEALTH ADVISORS, LLC initiated 11 new positions. They added to 78 existing positions. They trimmed 5 positions. Their current best-performing preview position is INTC with returns of +424.26%.
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484 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 7.82% | $570.58 | $713.44 | +25.04% | Added +32.61% |
 VUG VANGUARD INDEX FDS | 6.41% | $72.59 | $87.49 | +20.53% | Added +690.46% |
 VYM VANGUARD WHITEHALL FDS | 4.57% | $134.44 | $165.00 | +22.73% | Added +23.45% |
 FDVV FIDELITY COVINGTON TRUST | 4.20% | $55.60 | $63.12 | +13.53% | Added +83.87% |
 EPS WISDOMTREE TR | 4.07% | $73.67 | $80.51 | +9.28% | Added +204.42% |
 SPY STATE STR SPDR S&P 500 ETF T | 3.91% | $610.86 | $765.62 | +25.33% | Added +18.38% |
 VTV VANGUARD INDEX FDS | 2.88% | $178.67 | $226.35 | +26.69% | Added +16.42% |
 FELC FIDELITY COVINGTON TRUST | 2.87% | $38.87 | $43.44 | +11.74% | Added +139.34% |
 XMMO INVESCO EXCHANGE TRADED FD T | 2.72% | $136.85 | $157.00 | +14.72% | Added +42.70% |
 SCHG SCHWAB STRATEGIC TR | 2.65% | $32.27 | $35.30 | +9.39% | Added +200.74% |
Showing 1-10 of 484