• 13F History

FLAGSHIP WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$170M
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 372 stock holdings with total value $170M as of Q4 2024. Top holdings included QQQ, VUG, VYM, SPY, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 372 $170M $0 $0 QQQ, VUG, VYM, SPY, VTV 13F-HR 2/10/2025, 04:52 PM