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Flagship Wealth Advisors

Latest statistics and disclosures from Flagship Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VUG, VYM, SPY, FDVV, and represent 30.45% of Flagship Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EPS, FELC, SCHG, VONG, QQQ, IVW, DGRO, VOO, FDVV, VUG.
Started 76 new stock positions in MELI, LAZ, MGK, HAS, V, STT, FNDF, MTB, NTR, SPMO.
Reduced shares in these 10 stocks: SCHD, BRK.B, RTX, VTV, IVE, ABBV, FDRR, TGRT, ABT, .
Sold out of its positions in THNQ, IYR, IEMG, USHY, NXT, RTX, SPIB, BIL, VEA, Wk Kellogg.
Flagship Wealth Advisors was a net buyer of stock by $18M.
Flagship Wealth Advisors has $303M in assets under management (AUM), dropping by 14.38%.
Central Index Key (CIK): 0002036117

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Portfolio Holdings for Flagship Wealth Advisors

Flagship Wealth Advisors holds 432 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco QQQ Trust Exchange Traded Fund (QQQ)	8.3	$25M	+6%	42k	600.38	View chart
Vanguard Growth ETF Exchange Traded Fund (VUG)	7.9	$24M	+4%	50k	479.61	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	5.4	$16M		115k	140.95	View chart
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	5.1	$15M	+6%	23k	666.19	View chart
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)	3.8	$12M	+10%	209k	55.71	View chart
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)	3.6	$11M	+79%	157k	68.94	View chart
Vanguard Value ETF Exchange Traded Fund (VTV)	3.3	$9.9M	-4%	53k	186.49	View chart
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)	2.7	$8.3M	+5%	61k	135.23	View chart
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)	2.5	$7.5M	+41%	202k	37.27	View chart
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)	2.4	$7.4M	+18%	108k	68.08	View chart
NVIDIA Corp Common Stock (NVDA)	2.4	$7.1M		38k	186.58	View chart
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)	2.2	$6.5M	+2%	74k	88.96	View chart
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)	2.1	$6.5M	+50%	204k	31.91	View chart
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)	2.0	$6.0M	+27%	50k	120.72	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	1.9	$5.9M	-43%	216k	27.30	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	1.9	$5.8M	+24%	9.5k	612.38	View chart
Vanguard Mega Cap ETF Exchange Traded Fund (MGC)	1.9	$5.8M	+5%	24k	244.09	View chart
Fidelity Enhanced Large Cap Growth ETF Exchange Traded Fund (FELG)	1.9	$5.7M	+4%	139k	41.12	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	1.7	$5.2M	+3%	15k	355.48	View chart
BNY Mellon International Equity ETF Exchange Traded Fund (BKIE)	1.5	$4.7M	+12%	52k	89.55	View chart
Vanguard Long-Term Treasury ETF Exchange Traded Fund (VGLT)	1.5	$4.6M		81k	56.86	View chart
Vanguard S&P 500 Value ETF Exchange Traded Fund (VOOV)	1.5	$4.5M	+19%	23k	199.47	View chart
Vanguard S&P 500 Growth ETF Exchange Traded Fund (VOOG)	1.4	$4.4M		10k	435.46	View chart
T. Rowe Price Growth ETF Exchange Traded Fund (TGRT)	1.4	$4.4M	-4%	100k	43.64	View chart
Apple Common Stock (AAPL)	1.1	$3.4M		13k	254.63	View chart
Invesco S&P 500 Top 50 ETF Exchange Traded Fund (XLG)	1.1	$3.3M	-4%	57k	57.52	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.1	$3.2M	+3%	35k	93.37	View chart
JPMorgan Equity Focus ETF Exchange Traded Fund (JPEF)	0.9	$2.8M		38k	74.09	View chart
Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)	0.8	$2.5M	+424%	20k	120.50	View chart
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)	0.8	$2.4M	-12%	12k	206.52	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.8	$2.3M	-42%	4.6k	502.74	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$2.0M	-5%	3.9k	517.98	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.6	$1.8M	+4%	31k	58.85	View chart
WisdomTree US LargeCap Dividend ETF Exchange Traded Fund (DLN)	0.5	$1.6M	-3%	19k	87.03	View chart
Tesla Motors Common Stock (TSLA)	0.5	$1.6M	+13%	3.6k	444.72	View chart
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)	0.5	$1.5M	+13%	11k	137.74	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$1.4M	+8%	13k	112.75	View chart
VanEck Semiconductor ETF Exchange Traded Fund (SMH)	0.5	$1.4M	-7%	4.2k	326.36	View chart
Amazon.com Common Stock (AMZN)	0.4	$1.3M		5.9k	219.57	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.4	$1.3M	+10%	4.0k	315.43	View chart
iShares Select Dividend ETF Exchange Traded Fund (DVY)	0.4	$1.2M	+3%	8.6k	142.10	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	0.4	$1.2M		1.6k	746.63	View chart
Fidelity Dividend ETF for Rising Rates Exchange Traded Fund (FDRR)	0.4	$1.2M	-19%	20k	58.62	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.4	$1.2M	-2%	4.6k	254.28	View chart
Chevron Corp Common Stock (CVX)	0.4	$1.2M	+2%	7.5k	155.29	View chart
Alphabet Inc A Common Stock (GOOGL)	0.4	$1.2M		4.8k	243.08	View chart
Alphabet Inc C Common Stock (GOOG)	0.4	$1.2M		4.8k	243.55	View chart
Eli Lilly and Common Stock (LLY)	0.4	$1.1M	+2%	1.5k	763.00	View chart
Fidelity Fundamental Large Cap Core ETF Exchange Traded Fund (FFLC)	0.4	$1.1M		22k	52.04	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.3	$1.0M		1.5k	669.30	View chart
Vanguard Dividend Appreciation ETF Exchange Traded Fund (VIG)	0.3	$970k	-7%	4.5k	215.79	View chart
Invesco S&P 500 Momentum ETF Exchange Traded Fund (SPMO)	0.3	$887k	NEW	7.3k	121.06	View chart
Procter & Gamble Common Stock (PG)	0.3	$884k		5.8k	153.65	View chart
Schwab Fundamental International Eq ETF Exchange Traded Fund (FNDF)	0.3	$876k	NEW	20k	42.96	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.3	$818k		4.3k	189.41	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$809k	-10%	1.1k	734.38	View chart
AbbVie Common Stock (ABBV)	0.3	$801k	-29%	3.5k	231.57	View chart
Netflix Common Stock (NFLX)	0.3	$791k		660.00	1198.92	View chart
VanEck Uranium & Nuclear ETF Exchange Traded Fund (NLR)	0.2	$753k	+81%	5.6k	135.65	View chart
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)	0.2	$745k		2.6k	281.86	View chart
PepsiCo Common Stock (PEP)	0.2	$717k	+2%	5.1k	140.44	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$716k	+5%	2.5k	282.15	View chart
Rtx Corp Common Stock (CRM)	0.2	$701k	+52237%	4.2k	167.33	View chart
Invesco S&P 500 Quality ETF Exchange Traded Fund (SPHQ)	0.2	$653k		8.9k	73.29	View chart
Fidelity Value Factor ETF Exchange Traded Fund (FVAL)	0.2	$649k	NEW	9.4k	68.87	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.2	$641k	+5%	1.3k	490.38	View chart
TJX Companies Common Stock (TJX)	0.2	$640k		4.4k	144.54	View chart
T. Rowe Price Capital Apprec Eq ETF Exchange Traded Fund (TCAF)	0.2	$627k		17k	37.70	View chart
Bank of America Corporation Common Stock (BAC)	0.2	$608k	+23%	12k	51.59	View chart
Mastercard Inc A Common Stock (MA)	0.2	$564k		991.00	568.81	View chart
Oneok Common Stock (OKE)	0.2	$514k		7.0k	72.97	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$509k		1.7k	293.53	View chart
iShares MSCI USA Quality GARP ETF Exchange Traded Fund (GARP)	0.2	$492k		7.5k	65.64	View chart
GE Aerospace Common Stock (GE)	0.2	$475k	+6%	1.6k	300.82	View chart
Norfolk Southern Corp Common Stock (NSC)	0.1	$451k	+42%	1.5k	300.41	View chart
Quanta Services Common Stock (PWR)	0.1	$437k		1.1k	414.42	View chart
Vanguard US Momentum Factor ETF Exchange Traded Fund (VFMO)	0.1	$431k		2.3k	191.60	View chart
CSX Corp Common Stock (CSX)	0.1	$422k		12k	35.51	View chart
Motorola Solutions Common Stock (MSI)	0.1	$421k		921.00	457.29	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$421k		455.00	925.63	View chart
Waste Management Common Stock (WM)	0.1	$420k		1.9k	220.88	View chart
Blackstone Common Stock (BX)	0.1	$418k	+20%	2.4k	170.85	View chart
iShares Core High Dividend ETF Exchange Traded Fund (HDV)	0.1	$407k		3.3k	122.46	View chart
Emerson Electric Common Stock (EMR)	0.1	$395k	+4%	3.0k	131.18	View chart
Nextera Energy Common Stock (NEE)	0.1	$394k	+3%	5.2k	75.49	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$390k	+6%	2.1k	185.38	View chart
Fiserv Common Stock (FI)	0.1	$368k		2.9k	128.93	View chart
Pfizer Common Stock (PFE)	0.1	$353k	-12%	14k	25.48	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$351k		441.00	796.35	View chart
Honeywell International Common Stock (HON)	0.1	$349k	+17%	1.7k	210.50	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.1	$342k	+13%	1.4k	241.96	View chart
At&t Common Stock (T)	0.1	$336k	+7%	12k	28.24	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.1	$330k		7.3k	45.10	View chart
Allstate Corp Common Stock (ALL)	0.1	$321k		1.5k	214.65	View chart
Travelers Companies Common Stock (TRV)	0.1	$318k		1.1k	279.22	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$318k		656.00	485.02	View chart
Performance Food Group Co. COM USD0.01 Common Stock (PFGC)	0.1	$312k		3.0k	104.04	View chart
Visa Inc Class A Common Stock (V)	0.1	$307k	NEW	900.00	341.38	View chart
Yum Brands Common Stock (YUM)	0.1	$298k	-2%	2.0k	152.01	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$264k		529.00	499.21	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$255k		1.3k	203.62	View chart
iShares Core MSCI Intl Dev Mkts ETF Exchange Traded Fund (IDEV)	0.1	$252k	-36%	3.1k	80.17	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.1	$252k	+9%	3.5k	72.77	View chart
Coca-Cola Common Stock (KO)	0.1	$237k	+5%	3.6k	66.32	View chart
GE Vernova Common Stock (GEV)	0.1	$236k	+6%	383.00	614.90	View chart
Vanguard Large-Cap ETF Exchange Traded Fund (VV)	0.1	$231k		750.00	307.86	View chart
Analog Devices Common Stock (ADI)	0.1	$225k	+7%	917.00	245.70	View chart
iShares US Technology ETF Exchange Traded Fund (IYW)	0.1	$225k		1.2k	195.86	View chart
Consolidated Edison Common Stock (ED)	0.1	$221k		2.2k	100.52	View chart
Utilities Select Sector SPDR ETF Exchange Traded Fund (XLU)	0.1	$221k		2.5k	87.21	View chart
Consumer Discret Sel Sect SPDR ETF Exchange Traded Fund (XLY)	0.1	$218k		908.00	239.64	View chart
Sherwin-Williams Common Stock (SHW)	0.1	$216k		625.00	346.26	View chart
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund (RSP)	0.1	$216k	+104%	1.1k	189.70	View chart
Wal-Mart Stores Common Stock (WMT)	0.1	$215k	-38%	2.1k	103.06	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$214k		2.6k	83.82	View chart
McDonald's Corp Common Stock (MCD)	0.1	$214k	+4%	703.00	303.89	View chart
M&T Bank Corp Common Stock (MTB)	0.1	$211k	NEW	1.1k	197.62	View chart
Philip Morris International Common Stock (PM)	0.1	$209k	+7%	1.3k	162.20	View chart
Home Depot Common Stock (HD)	0.1	$204k		504.00	405.59	View chart
Capital One Financial Corp Common Stock (COF)	0.1	$204k		958.00	212.58	View chart
Verizon Communications Common Stock (VZ)	0.1	$197k	+6%	4.5k	43.95	View chart
3M Common Stock (MMM)	0.1	$197k	-16%	1.3k	155.18	View chart
Lowe's Companies Common Stock (LOW)	0.1	$194k		770.00	251.31	View chart
Uber Technologies Common Stock (UBER)	0.1	$194k		2.0k	97.97	View chart
W.W. Grainger Common Stock (GWW)	0.1	$191k		200.00	952.96	View chart
Pacer US Cash Cows 100 ETF Exchange Traded Fund (COWZ)	0.1	$187k		3.3k	57.47	View chart
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)	0.1	$182k	NEW	451.00	402.42	View chart
KLA Corp Common Stock (KLAC)	0.1	$179k		166.00	1078.60	View chart
Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)	0.1	$178k	-6%	2.0k	89.36	View chart
American Express Common Stock (AXP)	0.1	$176k	-48%	531.00	332.25	View chart
BlackRock Common Stock (BLK)	0.1	$171k		147.00	1165.87	View chart
iShares Semiconductor ETF Exchange Traded Fund (SOXX)	0.1	$170k	-37%	625.00	271.12	View chart
Oracle Corp Common Stock (ORCL)	0.1	$167k		592.00	281.24	View chart
Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share Common Stock (AZN)	0.1	$160k		2.1k	76.72	View chart
General Mills Common Stock (GIS)	0.1	$157k		3.1k	50.42	View chart
Boeing Common Stock (BA)	0.1	$156k	+7%	724.00	215.83	View chart
CF Industries Holdings Common Stock (CF)	0.1	$156k		1.7k	89.70	View chart
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)	0.0	$150k		1.5k	100.25	View chart
iShares ESG Optimized MSCI USA ETF Exchange Traded Fund (SUSA)	0.0	$149k	+26%	1.1k	135.65	View chart
AptarGroup Common Stock (ATR)	0.0	$147k		1.1k	133.66	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$142k		1.7k	83.46	View chart
Merck & Co Common Stock (MRK)	0.0	$142k	-40%	1.7k	83.94	View chart
Independent Bank Corp Common Stock (INDB)	0.0	$138k	NEW	2.0k	69.17	View chart
iShares Morningstar Value ETF Exchange Traded Fund (ILCV)	0.0	$135k		1.5k	90.02	View chart
Aflac Common Stock (AFL)	0.0	$134k		1.2k	111.70	View chart
Welltower Common Stock (WELL)	0.0	$127k		715.00	178.14	View chart
McKesson Corp Common Stock (MCK)	0.0	$127k		164.00	772.54	View chart
Cisco Systems Common Stock (CSCO)	0.0	$125k		1.8k	68.42	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$124k		526.00	236.37	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.0	$123k	-3%	602.00	204.86	View chart
Darden Restaurants Common Stock (DRI)	0.0	$123k		647.00	190.36	View chart
ConocoPhillips Common Stock (COP)	0.0	$123k		1.3k	94.59	View chart
Global X US Infrastructure Dev ETF Exchange Traded Fund (PAVE)	0.0	$121k		2.5k	47.63	View chart
Medtronic Common Stock (MDT)	0.0	$121k	+12%	1.3k	95.24	View chart
Roper Technologies Common Stock (ROP)	0.0	$120k		240.00	498.69	View chart
Yum China Hldgs Common Stock (YUMC)	0.0	$119k	-3%	2.8k	42.92	View chart
Intercontinental Exchange Common Stock (ICE)	0.0	$118k	NEW	700.00	168.48	View chart
SPDR S&P 500 Fossil Fuel Rsrv Free ETF Exchange Traded Fund (SPYX)	0.0	$114k	+2%	2.1k	54.85	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$114k		647.00	176.81	View chart
iShares MSCI USA Quality Factor ETF Exchange Traded Fund (QUAL)	0.0	$112k		578.00	194.50	View chart
Nucor Corp Common Stock (NUE)	0.0	$110k		808.00	135.51	View chart
L3Harris Technologies Common Stock (LHX)	0.0	$108k		355.00	305.41	View chart
Real Estate Select Sector SPDR Exchange Traded Fund (XLRE)	0.0	$105k	+5%	2.5k	42.13	View chart
Eversource Energy Common Stock (ES)	0.0	$103k		1.4k	71.14	View chart
Xcel Energy Common Stock (XEL)	0.0	$102k		1.3k	80.65	View chart
DTE Energy Common Stock (DTE)	0.0	$102k		721.00	141.43	View chart
Nuveen Select TaxFree Income Closed End Funds (NXP)	0.0	$99k		6.9k	14.46	View chart
Blackrock Large Cap Growth Common Stock	0.0	$97k	+15%	1.2k	82.51	View chart
Columbia India Consumer ETF Exchange Traded Fund (INCO)	0.0	$97k	+25%	1.5k	64.67	View chart
HP Common Stock (HPQ)	0.0	$95k		3.5k	27.23	View chart
Fidelity Enhanced International ETF Exchange Traded Fund (FENI)	0.0	$94k	NEW	2.7k	35.28	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$94k	-67%	700.00	133.94	View chart
JPMorgan Limited Duration Bond ETF Exchange Traded Fund (JPLD)	0.0	$91k		1.7k	52.48	View chart
Sprott Physical Gold Trust Closed End Funds (PHYS)	0.0	$90k		3.0k	29.62	View chart
eBay Common Stock (EBAY)	0.0	$89k		981.00	90.95	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.0	$89k	+2%	303.00	293.79	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$87k	+11%	535.00	161.79	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$85k		499.00	170.26	View chart
Industrial Select Sector SPDR ETF Exchange Traded Fund (XLI)	0.0	$83k	-8%	538.00	154.23	View chart
Broadcom Common Stock (AVGO)	0.0	$82k	+66%	248.00	329.91	View chart
Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)	0.0	$82k	-4%	586.00	139.17	View chart
Wheaton Precious Metals Corp Common Stock (WPM)	0.0	$81k		724.00	111.84	View chart
iShares ESG Aware MSCI USA ETF Exchange Traded Fund (ESGU)	0.0	$77k		531.00	145.60	View chart
Goldman Sachs Hedge Industry VIP ETF Exchange Traded Fund (GVIP)	0.0	$77k		500.00	153.26	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.0	$76k	+24%	232.00	328.17	View chart
Southern Common Stock (SO)	0.0	$76k		800.00	94.77	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.0	$76k		635.00	118.83	View chart
Hershey Common Stock (HSY)	0.0	$75k		400.00	187.05	View chart
Avidia Bancorp Common Stock	0.0	$75k	NEW	5.0k	14.94	View chart
PayPal Holdings Common Stock (PYPL)	0.0	$74k		1.1k	67.06	View chart
Altria Group Common Stock (MO)	0.0	$74k		1.1k	66.06	View chart
Rambus Common Stock (RMBS)	0.0	$73k	NEW	700.00	104.20	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.0	$72k		786.00	91.42	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$70k		563.00	123.75	View chart
Wecenergy Group Common Stock (WEC)	0.0	$69k		600.00	114.59	View chart
Phillips 66 Common Stock (PSX)	0.0	$68k		500.00	136.02	View chart
Eaton Corp Common Stock (ETN)	0.0	$67k		180.00	374.25	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	0.0	$67k		1.0k	65.26	View chart
Walt Disney Common Stock (DIS)	0.0	$67k	-73%	584.00	114.50	View chart
Enbridge Common Stock (ENB)	0.0	$65k		1.3k	50.47	View chart
Unilever Common Stock (UL)	0.0	$64k		1.1k	59.28	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$64k		800.00	79.94	View chart
Morgan Stanley Common Stock (MS)	0.0	$63k		396.00	158.96	View chart
Pacer US Small Cap Cash Cows 100 ETF Exchange Traded Fund (CALF)	0.0	$62k		1.4k	43.78	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.0	$62k		240.00	259.60	View chart
Pembina Pipeline Corp Common Stock (PBA)	0.0	$62k		1.5k	40.46	View chart
Alerian MLP ETF Exchange Traded Fund (AMLP)	0.0	$61k		1.3k	46.93	View chart
Bce Common Stock (BCE)	0.0	$59k		2.5k	23.38	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.0	$58k	+14%	1.8k	31.42	View chart
iShares Global Tech ETF Exchange Traded Fund (IXN)	0.0	$55k		534.00	103.21	View chart
iShares U.S. Infrastructure ETF Exchange Traded Fund (IFRA)	0.0	$53k		1.0k	52.82	View chart
iShares MSCI India ETF Exchange Traded Fund (INDA)	0.0	$52k		1.0k	52.06	View chart
Mondelez International Inc Class A Common Stock (MDLZ)	0.0	$52k		830.00	62.47	View chart
Constellation Brands Common Stock (STZ)	0.0	$51k		380.00	134.67	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$51k	+131%	109.00	468.41	View chart
Nuveen Municipal Value Closed End Funds (NUV)	0.0	$51k		5.6k	8.98	View chart
Kimberly-Clark Corp Common Stock (KMB)	0.0	$50k		400.00	124.34	View chart
Clorox Common Stock (CLX)	0.0	$49k		400.00	123.30	View chart
Marriott International Common Stock (MAR)	0.0	$49k		189.00	260.44	View chart
Xylem Common Stock (XYL)	0.0	$49k		332.00	147.50	View chart
GlaxoSmithKline Common Stock (GSK)	0.0	$49k		1.1k	43.17	View chart
Stryker Corp Common Stock (SYK)	0.0	$48k	-43%	130.00	369.67	View chart
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)	0.0	$48k		939.00	50.73	View chart
Carrier Global Corp-Wi Common Stock (CARR)	0.0	$47k		786.00	59.70	View chart
Dominion Resources Common Stock (D)	0.0	$47k	+111%	760.00	61.17	View chart
Rockwell Automation Common Stock (ROK)	0.0	$47k		133.00	349.53	View chart
American Electric Power Common Stock (AEP)	0.0	$45k	+67%	402.00	112.50	View chart
Global X S&P 500 Catholic Values ETF Exchange Traded Fund (CATH)	0.0	$45k		554.00	81.06	View chart
MetLife Common Stock (MET)	0.0	$45k	NEW	543.00	82.37	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$45k		976.00	45.72	View chart
Hartford Insurance Group Common Stock (HIG)	0.0	$44k		332.00	133.39	View chart
iShares US Healthcare ETF Exchange Traded Fund (IYH)	0.0	$44k		750.00	58.72	View chart
CVS Health Corp Common Stock (CVS)	0.0	$44k	+66%	581.00	75.39	View chart
Spdr Euro Stoxx 50 Etf Exchange Traded Fund (FEZ)	0.0	$44k		705.00	62.12	View chart
AutoZone Common Stock (AZO)	0.0	$43k		10.00	4290.20	View chart
Trane Technologies Common Stock (TT)	0.0	$42k		100.00	421.96	View chart
Realty Income Corp Common Stock (O)	0.0	$42k		693.00	60.79	View chart
PPG Industries Common Stock (PPG)	0.0	$42k		400.00	105.11	View chart
NBT Bancorp Common Stock (NBTB)	0.0	$42k	NEW	1.0k	41.76	View chart
General Dynamics Corp Common Stock (GD)	0.0	$40k		116.00	341.00	View chart
BP Common Stock (BP)	0.0	$40k	+23%	1.1k	34.46	View chart
Ameriprise Financial Common Stock (AMP)	0.0	$39k	-56%	80.00	491.25	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.0	$37k		1.5k	24.56	View chart
Nestle SA Common Stock (NSRGY)	0.0	$37k		400.00	91.77	View chart
Global X MLP ETF Exchange Traded Fund (MLPA)	0.0	$36k		741.00	48.42	View chart
State Street Corp Common Stock (STT)	0.0	$35k	NEW	301.00	116.01	View chart
UGI Corp Common Stock (UGI)	0.0	$35k		1.0k	33.26	View chart
Caterpillar Common Stock (CAT)	0.0	$35k		73.00	477.15	View chart
Simon Property Group Common Stock (SPG)	0.0	$35k		184.00	187.67	View chart
US Vegan Climate ETF Exchange Traded Fund (VEGN)	0.0	$34k		573.00	59.46	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$34k	+3%	103.00	329.07	View chart
OTIS Worldwide Corp-Wi Common Stock (OTIS)	0.0	$34k		368.00	91.43	View chart
Intel Corp Common Stock (INTC)	0.0	$34k	-65%	1.0k	33.57	View chart
Gilead Sciences Common Stock (GILD)	0.0	$33k		299.00	111.00	View chart
Sysco Corp Common Stock (SYY)	0.0	$33k		400.00	82.34	View chart
Kellanova Common Stock (K)	0.0	$33k		400.00	82.02	View chart
GE Healthcare Technologies Inc. COM USD0.01 Common Stock (GEHC)	0.0	$33k		436.00	75.10	View chart
Howmet Aerospace Inc COM USD1.00 Common Stock (HWM)	0.0	$33k	NEW	166.00	196.23	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$32k	NEW	175.00	182.42	View chart
Financial Select Sector SPDR ETF Exchange Traded Fund (XLF)	0.0	$32k		588.00	53.87	View chart
Ford Motor Common Stock (F)	0.0	$31k		2.6k	11.96	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$30k		410.00	73.48	View chart
Corteva Common Stock (CTVA)	0.0	$30k		444.00	67.63	View chart
Itt Common Stock (ITT)	0.0	$30k		166.00	178.76	View chart
VanEck Green Bond ETF Exchange Traded Fund (GRNB)	0.0	$30k		1.2k	24.43	View chart
Warner Bros. Discovery Inc. COM USD0.01 SER A Common Stock (WBD)	0.0	$29k		1.5k	19.53	View chart
UBS Group Common Stock (UBS)	0.0	$29k	NEW	700.00	41.00	View chart
SPDR S&P Dividend ETF Exchange Traded Fund (SDY)	0.0	$28k	+625%	203.00	140.05	View chart
Vanguard Extended Duration Trs ETF Exchange Traded Fund (EDV)	0.0	$28k		414.00	68.45	View chart
Cummins Common Stock (CMI)	0.0	$28k	NEW	66.00	422.36	View chart
Consumer Staples Sel Sect SPDR ETF Exchange Traded Fund (XLP)	0.0	$28k	-11%	351.00	78.37	View chart
iShares Russell 1000 Value ETF Exchange Traded Fund (IWD)	0.0	$26k	-10%	128.00	203.59	View chart
Vanguard ESG International Stock ETF Exchange Traded Fund (VSGX)	0.0	$26k		370.00	69.37	View chart
iShares Silver Trust Exchange Traded Fund (SLV)	0.0	$25k		600.00	42.37	View chart
T-Mobile US Common Stock (TMUS)	0.0	$24k		100.00	239.38	View chart
Fortune Brands Innovations Common Stock (FBIN)	0.0	$24k		448.00	53.39	View chart
DuPont de Nemours Common Stock (DD)	0.0	$24k		306.00	77.90	View chart
Broadridge Financial Solutions Common Stock (BR)	0.0	$24k		100.00	238.17	View chart
Banco Santander SA Common Stock (SAN)	0.0	$24k		2.3k	10.48	View chart
MercadoLibre Common Stock (MELI)	0.0	$23k	NEW	10.00	2336.90	View chart
iShares US Home Construction ETF Exchange Traded Fund (ITB)	0.0	$23k		216.00	107.25	View chart
D.R. Horton Common Stock (DHI)	0.0	$23k		136.00	169.71	View chart
UnitedHealth Group Common Stock (UNH)	0.0	$23k		66.00	345.30	View chart
Brookfield Corp Common Stock (BN)	0.0	$22k		321.00	68.64	View chart
Sprott Physical Silver Trust Closed End Funds (PSLV)	0.0	$22k		1.4k	15.70	View chart
Twilio Common Stock (TWLO)	0.0	$21k	+2000%	210.00	100.09	View chart
Manulife Financial Corp Common Stock (MFC)	0.0	$20k		643.00	31.15	View chart
Espey Manufacturing & Electronics Corp Common Stock (ESP)	0.0	$20k		494.00	39.61	View chart
Texas Instruments Common Stock (TXN)	0.0	$20k		106.00	183.73	View chart
Sensient Technologies Corp Common Stock (SXT)	0.0	$19k		200.00	93.85	View chart
OGE Energy Corp Common Stock (OGE)	0.0	$19k		400.00	46.27	View chart
RPM International Common Stock (RPM)	0.0	$18k		156.00	117.88	View chart
Freeport-McMoRan Common Stock (FCX)	0.0	$18k	-19%	468.00	39.18	View chart
Invesco Water Resources ETF Exchange Traded Fund (PHO)	0.0	$18k		254.00	72.20	View chart
Elevance Health Common Stock (ELV)	0.0	$18k	-20%	56.00	323.12	View chart
Nuveen ESG Small-Cap ETF Exchange Traded Fund (NUSC)	0.0	$18k		410.00	44.10	View chart
Kinder Morgan Inc P Common Stock (KMI)	0.0	$17k		615.00	28.31	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$17k		200.00	84.60	View chart
Entergy Corp Common Stock (ETR)	0.0	$17k	NEW	181.00	93.19	View chart
Synchrony Financial Common Stock (SYF)	0.0	$17k		237.00	71.05	View chart
JM Smucker Common Stock (SJM)	0.0	$17k		155.00	108.34	View chart
Invesco WilderHill Clean Energy ETF Exchange Traded Fund (PBW)	0.0	$17k		580.00	28.88	View chart
Evergy Common Stock (EVRG)	0.0	$15k		200.00	76.02	View chart
Prothena Corp Common Stock (PRTA)	0.0	$15k		1.5k	9.76	View chart
Lazard Common Stock (LAZ)	0.0	$15k	NEW	277.00	52.78	View chart
Solventum Corp Common Stock (SOLV)	0.0	$15k	-27%	200.00	73.00	View chart
EQT Corp Common Stock (EQT)	0.0	$14k	NEW	265.00	54.43	View chart
Shopify Common Stock (SHOP)	0.0	$14k	NEW	93.00	148.61	View chart
Hasbro Common Stock (HAS)	0.0	$14k	NEW	180.00	75.85	View chart
SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund (SPTL)	0.0	$13k		492.00	26.95	View chart
iShares Expanded Tech-Software Sect ETF Exchange Traded Fund (IGV)	0.0	$13k		115.00	115.01	View chart
Crispr Therapeutics Agnamen Akt Common Stock (CRSP)	0.0	$13k		200.00	64.81	View chart
VICI Properties Common Stock (VICI)	0.0	$13k	NEW	393.00	32.61	View chart
Honda Motor Common Stock (HMC)	0.0	$13k	NEW	411.00	30.80	View chart
Linde Common Stock (LIN)	0.0	$12k	NEW	26.00	475.00	View chart
International Flavors & Fragrances Common Stock (IFF)	0.0	$12k		200.00	61.54	View chart
Robo Global Robotics&Automation ETF Exchange Traded Fund (ROBO)	0.0	$12k		188.00	65.40	View chart
Citigroup Common Stock (C)	0.0	$12k		119.00	101.50	View chart
Prologis Common Stock (PLD)	0.0	$12k	NEW	105.00	114.52	View chart
VanEck Gold Miners ETF Exchange Traded Fund (GDX)	0.0	$12k		156.00	76.41	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$12k		196.00	60.49	View chart
US Bancorp Common Stock (USB)	0.0	$12k	NEW	245.00	48.33	View chart
Lennox International Common Stock (LII)	0.0	$12k		22.00	529.36	View chart
ARK Innovation ETF Exchange Traded Fund (ARKK)	0.0	$12k		133.00	86.30	View chart
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT)	0.0	$11k		77.00	145.65	View chart
Nutrien Common Stock (NTR)	0.0	$11k	NEW	189.00	58.75	View chart
Viatris Common Stock (VTRS)	0.0	$11k		1.1k	9.90	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.0	$11k	NEW	53.00	208.72	View chart
Target Corp Common Stock (TGT)	0.0	$11k	-93%	119.00	89.61	View chart
Invesco MSCI Sustainable Future ETF Exchange Traded Fund (ERTH)	0.0	$11k		223.00	47.65	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$11k		109.00	96.55	View chart
Westinghouse Air Brake Technologies Corp Common Stock (WAB)	0.0	$10k		50.00	200.48	View chart
International Paper Common Stock (IP)	0.0	$10k	+7%	215.00	46.40	View chart
First Trust Rising Dividend Achiev ETF Exchange Traded Fund (RDVY)	0.0	$9.6k	+115%	142.00	67.26	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.0	$9.4k		108.00	87.31	View chart
MSC Industrial Direct Common Stock (MSM)	0.0	$9.1k	NEW	99.00	92.14	View chart
Molson Coors Brewing Co B Common Stock (TAP)	0.0	$9.1k		200.00	45.25	View chart
Trade Desk Inc Com Cl A Common Stock (TTD)	0.0	$9.0k	NEW	183.00	49.01	View chart
Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)	0.0	$9.0k	-27%	100.00	89.62	View chart
Allete Common Stock (ALE)	0.0	$8.8k		133.00	66.40	View chart
iShares Global Financials ETF Exchange Traded Fund (IXG)	0.0	$8.8k		75.00	116.67	View chart
Dell Technologies Common Stock (DELL)	0.0	$8.4k		59.00	141.76	View chart
Howard Hughes Holdings Inc. COM USD0.01 Common Stock (HHH)	0.0	$8.2k		100.00	82.17	View chart
Diageo Common Stock (DEO)	0.0	$8.2k		86.00	95.43	View chart
Lyft Common Stock (LYFT)	0.0	$7.9k	NEW	359.00	22.01	View chart
Amgen Common Stock (AMGN)	0.0	$7.9k	NEW	28.00	282.21	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.0	$7.9k		80.00	98.50	View chart
Ingersoll Rand Common Stock (IR)	0.0	$7.3k		88.00	82.62	View chart
iShares 20 Year Treasury Bond ETF Exchange Traded Fund (TLT)	0.0	$7.2k	+224%	81.00	89.37	View chart
Kraft Heinz Common Stock (KHC)	0.0	$7.2k		276.00	26.04	View chart
Dow Inc COM USD0.01 Common Stock (DOW)	0.0	$7.0k		306.00	22.93	View chart
United Parcel Service Inc Class B Common Stock (UPS)	0.0	$6.8k	NEW	82.00	83.52	View chart
Centrus Energy Corp Cl A Common Stock (LEU)	0.0	$6.8k		22.00	310.09	View chart
iShares 3-7 Year Treasury Bond ETF Exchange Traded Fund (IEI)	0.0	$6.8k	+23%	57.00	119.51	View chart
Danaher Corp Common Stock (DHR)	0.0	$6.5k		33.00	198.27	View chart
NiSource Common Stock (NI)	0.0	$6.4k	NEW	147.00	43.30	View chart
Cigna Group Common Stock (CI)	0.0	$6.3k		22.00	288.27	View chart
Campbell'S Company Common Stock (CPB)	0.0	$6.3k		200.00	31.58	View chart
Lennar Corp Common Stock (LEN)	0.0	$6.3k	NEW	50.00	126.04	View chart
Accenture PLC A Common Stock (ACN)	0.0	$6.2k		25.00	246.60	View chart
Portman Ridge Finance Corp Common Stock (BCIC)	0.0	$6.2k	NEW	534.00	11.53	View chart
Moderna Common Stock (MRNA)	0.0	$6.1k	+46%	235.00	25.83	View chart
Marsh & Mclennan Companies Common Stock (MMC)	0.0	$6.0k		30.00	201.53	View chart
Allegion Common Stock (ALLE)	0.0	$5.9k		33.00	177.36	View chart
iShares Russell Top 200 ETF Exchange Traded Fund (IWL)	0.0	$5.8k		35.00	166.11	View chart
Lamb Weston Holdings Common Stock (LW)	0.0	$5.8k		100.00	58.08	View chart
Vanguard ESG U.S. Stock ETF Exchange Traded Fund (ESGV)	0.0	$5.8k		49.00	118.45	View chart
Vodafone Group Common Stock (VOD)	0.0	$5.8k		500.00	11.60	View chart
Republic Services Common Stock (RSG)	0.0	$5.5k		24.00	229.50	View chart
Conagra Brands Common Stock (CAG)	0.0	$5.5k		300.00	18.31	View chart
Global X Artificial Intelligence & Technology ETF Exchange Traded Fund (AIQ)	0.0	$5.4k		110.00	49.39	View chart
iShares S&P Small-Cap 600 Growth ETF Exchange Traded Fund (IJT)	0.0	$5.0k	NEW	35.00	141.51	View chart
Global X Autonomous & Electric Vehicles ETF Exchange Traded Fund (DRIV)	0.0	$4.9k		175.00	28.24	View chart
Airbnb Common Stock (ABNB)	0.0	$4.9k	NEW	40.00	121.42	View chart
Eastman Chemical Common Stock (EMN)	0.0	$4.7k		74.00	63.05	View chart
Brookfield Asset Management Common Stock (BAM)	0.0	$4.6k		80.00	56.92	View chart
Invesco S&P 500 Equal Wt Hlth Care ETF Exchange Traded Fund (RSPH)	0.0	$4.4k		150.00	29.39	View chart
Pure Storage Common Stock (PSTG)	0.0	$4.2k	NEW	50.00	83.82	View chart
Johnson Controls International Common Stock (JCI)	0.0	$3.8k	-94%	35.00	109.94	View chart
Enterprise Products Partners Common Stock (EPD)	0.0	$3.8k		121.00	31.27	View chart
DoorDash Common Stock (DASH)	0.0	$3.3k	NEW	12.00	272.00	View chart
C3 Ai Inc Cl A Common Stock (AI)	0.0	$3.0k	NEW	175.00	17.34	View chart
Goodyear Tire & Rubber Common Stock (GT)	0.0	$3.0k		400.00	7.48	View chart
Nutanix Common Stock (NTNX)	0.0	$3.0k	NEW	40.00	74.40	View chart
Delta Air Lines Common Stock (DAL)	0.0	$2.8k	NEW	49.00	56.76	View chart
Host Hotels & Resorts Common Stock (HST)	0.0	$2.7k		159.00	17.02	View chart
Agilent Technologies Common Stock (A)	0.0	$2.4k		19.00	128.37	View chart
Qualcomm Common Stock (QCOM)	0.0	$2.3k	NEW	14.00	166.36	View chart
Amplify Etho Climate Leadership U.S. ETF Exchange Traded Fund (ETHO)	0.0	$2.3k		36.00	63.69	View chart
Barings Bdc Common Stock (BBDC)	0.0	$2.1k	NEW	243.00	8.76	View chart
TE Connectivity Common Stock (TEL)	0.0	$1.8k	NEW	8.00	219.50	View chart
Fidus Investment Corp Common Stock (FDUS)	0.0	$1.7k	NEW	84.00	20.26	View chart
Hercules Capital Common Stock (HTGC)	0.0	$1.7k	NEW	89.00	18.91	View chart
ARK Genomic Revolution ETF Exchange Traded Fund (ARKG)	0.0	$1.6k		59.00	27.76	View chart
Mattel Common Stock (MAT)	0.0	$1.6k		97.00	16.84	View chart
PGIM Ultra Short Bond ETF Exchange Traded Fund (PULS)	0.0	$1.5k	-93%	31.00	49.84	View chart
American Water Works Common Stock (AWK)	0.0	$1.3k	NEW	9.00	139.22	View chart
Digital Realty Trust Common Stock (DLR)	0.0	$1.2k	NEW	7.00	172.86	View chart
WisdomTree US MidCap Dividend ETF Exchange Traded Fund (DON)	0.0	$1.2k	NEW	23.00	52.30	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.2k		40.00	30.02	View chart
iShares Global Clean Energy ETF Exchange Traded Fund (ICLN)	0.0	$1.2k		76.00	15.47	View chart
Energy Transfer Equity Common Stock (ET)	0.0	$1.0k	NEW	60.00	17.17	View chart
Eni SpA Common Stock (E)	0.0	$1.0k	NEW	29.00	34.97	View chart
Micron Technology Common Stock (MU)	0.0	$1.0k	NEW	6.00	167.33	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$915.002600	NEW	53.00	17.26	View chart
Crescent Capital BDC, Inc. COM USD0.001 Common Stock (CCAP)	0.0	$856.002000	NEW	60.00	14.27	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$839.999500	+5%	19.00	44.21	View chart
Lincoln National Corp Common Stock (LNC)	0.0	$766.000200		19.00	40.32	View chart
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)	0.0	$766.000500	NEW	15.00	51.07	View chart
iShares 5-10 Year invmt Grd Corp Bd ETF Exchange Traded Fund (IGIB)	0.0	$756.999600	NEW	14.00	54.07	View chart
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT)	0.0	$756.999900	NEW	9.00	84.11	View chart
SPDR Blmbg ST HY Bd ETF Exchange Traded Fund (SJNK)	0.0	$741.999800	NEW	29.00	25.59	View chart
PennyMac Mortgage Investment Trust Common Stock (PMT)	0.0	$736.002000	NEW	60.00	12.27	View chart
Invesco Senior Loan ETF Exchange Traded Fund (BKLN)	0.0	$712.000800	NEW	34.00	20.94	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.0	$702.999900	NEW	9.00	78.11	View chart
iShares 7-10 Year Treasury Bond ETF Exchange Traded Fund (IEF)	0.0	$675.000200	NEW	7.00	96.43	View chart
iShares JP Morgan USD Em Mkts Bd ETF Exchange Traded Fund (EMB)	0.0	$666.000300	NEW	7.00	95.14	View chart
Marimed Common Stock (MRMD)	0.0	$636.975000		4.3k	0.15	View chart
Invesco Preferred ETF Exchange Traded Fund (PGX)	0.0	$626.000400	NEW	54.00	11.59	View chart
Horizon Technology Finance Corp Common Stock (HRZN)	0.0	$621.996000	NEW	102.00	6.10	View chart
DigitalBridge Group Common Stock (DBRG)	0.0	$561.998400	NEW	48.00	11.71	View chart
TriplePoint Venture Growth BDC Corp Common Stock (TPVG)	0.0	$524.997200	NEW	91.00	5.77	View chart
Annaly Capital Management Common Stock (NLY)	0.0	$524.999800	NEW	26.00	20.19	View chart
Vale SA Common Stock (VALE)	0.0	$510.998100	+2%	47.00	10.87	View chart
Prospect Capital Corp Common Stock (PSEC)	0.0	$448.005500	NEW	163.00	2.75	View chart
New York Mortgage Trust Common Stock (ADAM)	0.0	$321.001800	NEW	46.00	6.98	View chart
Two Harbors Investment Corp Common Stock (TWO)	0.0	$168.000800	NEW	17.00	9.88	View chart
Scilex Holding Co COM USD0.0001 Common Stock (SCLX)	0.0	$39.000000		2.00	19.50	View chart
Avt Common Stock	0.0	$0		250.00	0.00	View chart
Escrow Altegrity Common Stock	0.0	$0		120.00	0.00	View chart
Seelos Therapeutics Xxx Contingent Value Rights Common Stock	0.0	$0		73.00	0.00	View chart
Gci Liberty Inc Xxx Submitted For Escrow Cl A Common Stock	0.0	$0		6.00	0.00	View chart

Past Filings by Flagship Wealth Advisors

SEC 13F filings are viewable for Flagship Wealth Advisors going back to 2024

Flagship Wealth Advisors 2025 Q3 filed Oct. 30, 2025
Flagship Wealth Advisors 2025 Q2 filed Aug. 7, 2025
Flagship Wealth Advisors 2025 Q1 restated filed May 12, 2025
Flagship Wealth Advisors 2025 Q1 filed April 29, 2025
Flagship Wealth Advisors 2024 Q4 filed Feb. 10, 2025

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