Flagship Wealth Advisors »

Avidia Bancorp shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of Avidia Bancorp shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in Avidia Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Avidia Bancorp held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Avidia Bancorp by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 5.0k 14.94

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth Advisors

Top funds holding Avidia Bancorp

T. Rowe Price Investment Management
Vanguard Group
Wellington Management Company
FJ Capital Management
M3F
BlackRock
Two Sigma Investments
Geode Capital Management
Citadel Advisors
Alliancebernstein
Goldman Sachs Group
Franklin Resources
Ironwood Investment Management
Commonwealth Equity Services
Sandler O'Neill Asset Management

View all funds holding Avidia Bancorp