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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 $246,361,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,265 $31,527,113 12.8%
2.
Spdr S & P 500 Etf Trust
 SPY 24,934 $16,215,522 6.58%
3.
Ishares Trust
 IEF 112,530 $13,612,729 5.53%
4.
Invesco Qqq Tr
 17,319 $9,996,308 4.06%
5.
Ishares Tr - MSCI USA MIN VOL
 103,595 $9,607,368 3.9%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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