FLAGSHIP HARBOR ADVISORS, LLC - Portfolio overview

FLAGSHIP HARBOR ADVISORS, LLC has 882 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 5.32%
2. SGOV - ISHARES TR, 3.45%
3. SPYV - SPDR SERIES TRUST, 3.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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