FLAGSHIP WEALTH ADVISORS, LLC - Portfolio overview

FLAGSHIP WEALTH ADVISORS, LLC has 441 reported holdings in this dataset, with the latest filing dated 2026-02-11.

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. QQQ - Invesco QQQ Trust, 7.89%
2. VUG - Vanguard Growth ETF, 7.29%
3. VYM - Vanguard High Dividend Yield ETF, 5.13%

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

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