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Home > Institutional Investor > Flagship Private Wealth, Llc > Profile

Instuitional Investor - Flagship Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Flagship Private Wealth, Llc
Portfolio Value $235,188,650
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 37,238 $23,121,019 9.83%
2.
Ishares Tr
 170,838 $17,201,662 7.31%
3.
Ishares Tr - MSCI USA MIN VOL
 176,082 $16,528,841 7.03%
4.
Spdr S & P 500 Etf Trust
 SPY 25,619 $15,828,425 6.73%
5.
Ishares Trust
 IEF 117,530 $12,670,864 5.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)