Flagship Wealth Advisors, Llc

13F Filings History

Latest 13F report: Q2 2025 - Aug 7, 2025
Value $: $265M
Signature - Title: Paul V. Ryan Jr. - Member and Chief Compliance Officer
Location: Wakefield, MA
Summary: This page shows a list of all the recent 13F filings made by Flagship Wealth Advisors, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Flagship Wealth Advisors, Llc reported 362 stock holdings with total value $265M as of Q2 2025. Top holdings included QQQ, VUG, VYM, SPY, and SCHD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	362	$265M	+$17.8M	-$10.3M	+$7.46M	QQQ, VUG, VYM, SPY, SCHD	13F-HR	8/7/2025, 02:29 PM
Q1 2025	380	$237M	+$73.9M	-$3.52M	+$70.3M	QQQ, VUG, VYM, SPY, SCHD	Restatement	5/9/2025, 06:09 PM
Q4 2024	372	$170M	$0	$0		QQQ, VUG, VYM, SPY, VTV	13F-HR	2/10/2025, 04:52 PM