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 Wealth Advisors, Llc > Profile

Instuitional Investor - Flagship Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Flagship Wealth Advisors, Llc
Portfolio Value $265,261,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust
 39,447 $21,760,542 8.2%
2.
Vanguard Growth Etf
 47,803 $20,956,818 7.9%
3.
Vanguard Whitehall Funds
 115,155 $15,351,313 5.79%
4.
Spdr S & P 500 Etf Trust
 SPY 21,630 $13,364,209 5.04%
5.
Schwab Strategic Trust
 FNDF 382,918 $10,147,327 3.83%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)