| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 14.2% |
| ISHARES TR | 15 | Q2 2024 | 11.9% |
| ISHARES TR | 15 | Q2 2024 | 11.4% |
| ISHARES TR | 15 | Q2 2024 | 7.1% |
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 4.9% |
| ISHARES TR | 15 | Q2 2024 | 4.7% |
| INVESCO QQQ TR | 15 | Q2 2024 | 4.4% |
| ISHARES TR | 15 | Q2 2024 | 4.0% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 3.8% |
| VANGUARD TOTAL STOCK MARKET ETF | 15 | Q2 2024 | 3.6% |
View Flagship Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-19 |
View Flagship Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.