Flagship Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Flagship Wealth Advisors, LLCInvestment ActivityFlagship Wealth Advisors, LLC has $170.16 million in total holdings as of December 31, 2024.Flagship Wealth Advisors, LLC owns shares of 377 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $17,231,237Vanguard Growth ETF $16,267,750Vanguard High Dividend Yield ETF $12,099,615SPDR S&P 500 ETF Trust $9,683,150Vanguard Value ETF $6,419,333 Sector AllocationMap of 500 Largest Holdings ofFlagship Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$17,231,23733,70510.1%FinanceVUGVanguard Growth ETF$16,267,75039,6359.6%ETFVYMVanguard High Dividend Yield ETF$12,099,61594,8327.1%ETFSPYSPDR S&P 500 ETF Trust$9,683,15016,5225.7%FinanceVTVVanguard Value ETF$6,419,33337,9173.8%ETFSCHDSchwab US Dividend Equity ETF$6,053,675221,5843.6%ETFDGROiShares Core Dividend Growth ETF$5,743,92693,6413.4%ETFNVDANVIDIA$5,040,37037,5333.0%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$4,999,13640,4692.9%ETFBRK.BBerkshire Hathaway$3,623,9747,9952.1%FinanceEFAiShares MSCI EAFE ETF$3,568,98347,2032.1%FinanceAAPLApple$3,545,43814,1582.1%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,522,55943,5262.1%ManufacturingVGLTVanguard Long-Term Treasury Index ETF$3,399,48661,4182.0%ETFMGCVanguard Mega Cap ETF$3,173,10014,9211.9%ETFIVWiShares S&P 500 Growth ETF$2,941,75228,9741.7%ETFIVEiShares S&P 500 Value ETF$2,753,67914,4261.6%ETFGLDSPDR Gold Shares$2,387,9649,8621.4%FinanceFDRRFidelity Dividend ETF for Rising Rates$2,192,03442,6641.3%ETFVGSHVanguard Short-Term Treasury Index ETF$2,071,67135,6081.2%ETFFDVVFidelity High Dividend ETF$1,962,99239,3071.2%ETFFidelity Enhanced Large Cap Growth ETF$1,623,94345,9261.0%Exchange Traded FundXOMExxon Mobil$1,298,14112,0680.8%Oils/EnergyMSFTMicrosoft$1,277,3183,0300.8%Computer and TechnologyVBVanguard Small-Cap ETF$1,272,0425,2940.7%ETFAMZNAmazon.com$1,235,8245,6330.7%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,199,4596,1250.7%ETFLLYEli Lilly and Company$1,100,8721,4260.6%MedicalCVXChevron$1,071,2377,3960.6%Oils/EnergyPGProcter & Gamble$1,020,8076,0890.6%Consumer StaplesPEPPepsiCo$1,009,4436,6380.6%Consumer StaplesVOOVVanguard S&P 500 Value ETF$992,1105,3770.6%ETFIVViShares Core S&P 500 ETF$983,0961,6700.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$978,57135,1120.6%ETFDVYiShares Select Dividend ETF$967,3357,3680.6%ETFVPUVanguard Utilities ETF$894,7785,4750.5%ETFJPMJPMorgan Chase & Co.$865,8333,6120.5%FinanceABBVAbbVie$850,6174,7870.5%MedicalOKEONEOK$658,2366,5560.4%Oils/EnergyXLKTechnology Select Sector SPDR Fund$620,8282,6700.4%ETFNFLXNetflix$588,2716600.3%Consumer DiscretionaryFIFiserv$586,4742,8550.3%Business ServicesVOOVanguard S&P 500 ETF$579,2211,0750.3%ETFGOOGAlphabet$526,3762,7640.3%Computer and TechnologyMAMastercard$521,8319910.3%Business ServicesADPAutomatic Data Processing$507,1971,7330.3%Business ServicesIBMInternational Business Machines$496,7262,2600.3%Computer and TechnologyTJXTJX Companies$491,0934,0650.3%Retail/WholesaleMSIMotorola Solutions$471,9371,0210.3%Computer and TechnologyBKIEBNY Mellon International Equity ETF$466,9566,4470.3%ETFCOSTCostco Wholesale$464,5495070.3%Retail/WholesaleTSLATesla$444,2241,1000.3%Auto/Tires/TrucksSMHVanEck Semiconductor ETF$440,9921,8210.3%ManufacturingMGVVanguard Mega Cap Value ETF$437,1853,5000.3%ETFXLGInvesco S&P 500 Top 50 ETF$434,6528,7000.3%ETFPFEPfizer$419,69715,8200.2%MedicalBACBank of America$418,2289,5160.2%FinanceCSXCSX$383,36811,8800.2%TransportationWMWaste Management$379,3941,8800.2%Business ServicesHDViShares Core High Dividend ETF$369,4023,2910.2%ETFNEENextEra Energy$362,6085,0580.2%UtilitiesVGTVanguard Information Technology ETF$353,1825680.2%ETFNSCNorfolk Southern$352,0501,5000.2%TransportationCRWDCrowdStrike$349,0031,0200.2%Computer and TechnologyIWMiShares Russell 2000 ETF$345,8021,5650.2%FinanceTMOThermo Fisher Scientific$341,2716560.2%MedicalPWRQuanta Services$333,1171,0540.2%ConstructionHONHoneywell International$318,5051,4100.2%Multi-Sector ConglomeratesBMYBristol-Myers Squibb$317,6745,6170.2%MedicalBXBlackstone$314,1491,8220.2%FinanceEMREmerson Electric$309,8252,5000.2%Industrial ProductsAXPAmerican Express$307,5191,0360.2%FinanceALLAllstate$287,8351,4930.2%FinanceJNJJohnson & Johnson$284,6961,9690.2%MedicalMRKMerck & Co., Inc.$283,4292,8490.2%MedicalTRVTravelers Companies$277,9871,1540.2%FinanceTGTTarget$274,4252,0300.2%Retail/WholesaleHDHome Depot$274,0417040.2%Retail/WholesaleMETAMeta Platforms$267,5784570.2%Computer and TechnologyRTXRTX$258,7502,2360.2%AerospaceLMTLockheed Martin$257,0625290.2%AerospaceGEGeneral Electric$254,1881,5240.1%TransportationPFGCPerformance Food Group$253,6503,0000.1%Retail/WholesaleDISWalt Disney$243,1882,1840.1%Consumer DiscretionaryABTAbbott Laboratories$233,0072,0600.1%MedicalNLRVanEck Uranium+Nuclear Energy ETF$231,8192,8500.1%ETFPANWPalo Alto Networks$224,5391,2340.1%Computer and TechnologyTAT&T$213,7429,3870.1%Computer and TechnologySHWSherwin-Williams$212,4566250.1%Basic MaterialsKOCoca-Cola$211,6843,4000.1%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$211,2021,7370.1%ETFGWWW.W. Grainger$210,8102000.1%Industrial ProductsXLYConsumer Discretionary Select Sector SPDR Fund$206,6269210.1%FinanceSOXXiShares Semiconductor ETF$200,1909290.1%ETFGISGeneral Mills$198,9623,1200.1%Consumer StaplesXLREReal Estate Select Sector SPDR Fund$196,4364,8300.1%ETFEDConsolidated Edison$196,3062,2000.1%UtilitiesMMM3M$196,0861,5190.1%Multi-Sector ConglomeratesLOWLowe's Companies$190,0367700.1%Retail/WholesaleIYWiShares U.S. Technology ETF$183,4481,1500.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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