Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $282,897,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,888 $36,611,451 12.94%
2.
Spdr S & P 500 Etf Trust
 SPY 23,725 $17,716,938 6.26%
3.
Ishares Trust
 IEF 108,754 $14,855,815 5.25%
4.
Invesco Qqq Tr
 16,560 $12,194,931 4.31%
5.
Ishares Trust
 HYG 51,134 $11,220,387 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.