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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, FDVV, EPS, and represent 27.07% of Flagship Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$25M), EPS (+$12M), QQQ (+$8.6M), FDVV (+$8.6M), SCHG (+$7.9M), FELC (+$7.5M), BKIE (+$7.4M), VOO (+$6.3M), TSLA (+$5.6M), XLG (+$5.3M).
Started 171 new stock positions in SPCX, PBR, RONB, STM, PRU, HWM, DFNL, CGDV, KEYS, PRTA.
Reduced shares in these 10 stocks: SCHD (-$6.9M), VGLT, , FDRR, FISV, GS, , IDEV, VPU, Honeywell International.
Sold out of its positions in ALE, Altaba, ETHO, AstraZeneca, INCO, STZ, Dupont De Nemours, THNQ, XOM, FISV.
Flagship Wealth Advisors was a net buyer of stock by $191M.
Flagship Wealth Advisors has $447M in assets under management (AUM), dropping by 91.98%.
Central Index Key (CIK): 0002036117

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Portfolio Holdings for Flagship Wealth Advisors

Flagship Wealth Advisors holds 484 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Exchange Traded Fund (QQQ)	7.8	$35M	+32%	47k	736.40	View chart
Vanguard Index Fds Exchange Traded Fund (VUG)	6.4	$29M	+690%	332k	86.14	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VYM)	4.6	$20M	+23%	129k	158.03	View chart
Fidelity Covington Trust Exchange Traded Fund (FDVV)	4.2	$19M	+83%	311k	60.29	View chart
Wisdomtree Tr Exchange Traded Fund (EPS)	4.1	$18M	+204%	234k	77.79	View chart
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)	3.9	$18M	+18%	23k	746.77	View chart
Vanguard Index Fds Exchange Traded Fund (VTV)	2.9	$13M	+16%	59k	217.93	View chart
Fidelity Covington Trust Exchange Traded Fund (FELC)	2.9	$13M	+139%	306k	41.91	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)	2.7	$12M	+42%	71k	170.14	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	2.6	$12M	+200%	350k	33.84	View chart
Bny Mellon Etf Trust Exchange Traded Fund (BKIE)	2.6	$12M	+173%	117k	100.60	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	2.4	$11M	+138%	16k	686.82	View chart
Nvidia Corporation Common Stock (NVDA)	2.3	$10M	+41%	51k	200.09	View chart
Ishares Tr Exchange Traded Fund (DGRO)	2.0	$8.7M	+43%	115k	75.79	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (XLG)	1.9	$8.3M	+176%	136k	61.23	View chart
Wisdomtree Tr Exchange Traded Fund (DGRW)	1.8	$8.3M	+34%	86k	95.62	View chart
Vanguard World Exchange Traded Fund (MGC)	1.7	$7.7M	+41%	28k	273.63	View chart
Fidelity Covington Trust Exchange Traded Fund (FELG)	1.7	$7.5M	+37%	172k	43.75	View chart
Ishares Tr Exchange Traded Fund (IVW)	1.6	$7.3M	+54%	53k	137.53	View chart
Apple Common Stock (AAPL)	1.6	$7.3M	+98%	25k	289.36	View chart
Vanguard Admiral Fds Exchange Traded Fund (VOOV)	1.5	$6.8M	+86%	31k	219.21	View chart
Tesla Common Stock (TSLA)	1.5	$6.8M	+458%	16k	420.60	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	1.2	$5.4M	+10%	15k	368.39	View chart
Vanguard Admiral Fds Exchange Traded Fund (VOOG)	1.2	$5.4M	+555%	66k	82.62	View chart
T Rowe Price Exchange-traded Exchange Traded Fund (TGRT)	1.2	$5.2M	+25%	114k	45.72	View chart
Fidelity Covington Trust Exchange Traded Fund (FENI)	1.2	$5.2M	NEW	129k	40.13	View chart
Wisdomtree Tr Exchange Traded Fund (DLN)	1.1	$5.0M	+256%	52k	96.32	View chart
Vaneck Etf Trust Exchange Traded Fund (SMH)	1.0	$4.7M	+85%	7.1k	655.89	View chart
Vanguard Mun Bd Fds Exchange Traded Fund (VTEB)	1.0	$4.2M	NEW	84k	50.58	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHD)	0.9	$3.9M	-63%	124k	31.71	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VONG)	0.9	$3.9M	+1107%	30k	127.81	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.8	$3.7M	+61%	7.4k	500.39	View chart
Ishares Tr Exchange Traded Fund (EFA)	0.8	$3.6M	+23%	35k	103.88	View chart
Ishares Tr Exchange Traded Fund (SGOV)	0.8	$3.5M	NEW	35k	100.67	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPEF)	0.7	$3.0M		38k	80.33	View chart
Ishares Tr Exchange Traded Fund (IVE)	0.6	$2.8M	+32%	13k	227.06	View chart
Vanguard World Exchange Traded Fund (MGV)	0.5	$2.4M	+82%	14k	163.45	View chart
Wisdomtree Tr Exchange Traded Fund (QGRW)	0.5	$2.3M	NEW	34k	66.03	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$2.1M	+80%	5.7k	372.99	View chart
Vanguard World Exchange Traded Fund (VGT)	0.5	$2.1M	+1674%	18k	119.52	View chart
Amazon Common Stock (AMZN)	0.5	$2.1M	+83%	8.9k	238.34	View chart
Alphabet Common Stock (GOOG)	0.4	$2.0M	+16%	5.5k	353.33	View chart
Alphabet Common Stock (GOOGL)	0.4	$1.9M	+52%	5.3k	357.38	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VGLT)	0.4	$1.8M	-56%	33k	55.18	View chart
Eli Lilly & Co Common Stock (LLY)	0.4	$1.8M	+18%	1.5k	1199.43	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VGSH)	0.4	$1.7M	+16%	29k	58.20	View chart
Vanguard Index Fds Exchange Traded Fund (VB)	0.4	$1.6M	+27%	5.2k	303.12	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (RSP)	0.3	$1.5M	+1203%	7.3k	212.77	View chart
Ishares Tr Exchange Traded Fund (DVY)	0.3	$1.5M	+11%	9.3k	156.30	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$1.4M	+21%	4.4k	327.33	View chart
Fidelity Covington Trust Exchange Traded Fund (FFLC)	0.3	$1.4M	+25%	23k	58.91	View chart
Abbvie Common Stock (ABBV)	0.3	$1.3M	+77%	5.0k	251.63	View chart
Meta Platforms Common Stock (META)	0.3	$1.3M	+108%	2.2k	563.29	View chart
Chevron Corporation Common Stock (CVX)	0.3	$1.2M	+25%	7.4k	165.76	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPMO)	0.3	$1.2M	NEW	7.3k	161.54	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.3	$1.1M		1.5k	748.89	View chart
Vaneck Etf Trust Exchange Traded Fund (NLR)	0.2	$1.1M	+520%	9.6k	115.98	View chart
Applied Matls Common Stock (AMAT)	0.2	$1.1M	NEW	1.5k	723.00	View chart
Bank Of Amer Corp Common Stock (BAC)	0.2	$1.1M	+103%	19k	56.98	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.2	$1.1M	+161%	1.4k	763.14	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDF)	0.2	$1.1M	NEW	20k	52.76	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.2	$1.1M	+4%	4.5k	236.59	View chart
Fidelity Covington Trust Exchange Traded Fund (FDRR)	0.2	$1.1M	-29%	16k	64.88	View chart
Mastercard Incorporated Common Stock (MA)	0.2	$1.0M	+236%	2.0k	513.60	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLK)	0.2	$1.0M	+175%	5.3k	190.52	View chart
Space Exploration Techn Corp Common Stock (SPCX)	0.2	$978k	NEW	5.7k	170.86	View chart
Pimco Etf Tr Exchange Traded Fund (PYLD)	0.2	$976k	NEW	37k	26.52	View chart
Intel Corp Common Stock (INTC)	0.2	$866k	+6102%	6.2k	139.64	View chart
Quanta Svcs Common Stock (PWR)	0.2	$813k	+7%	1.1k	720.04	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (SPHQ)	0.2	$802k		8.9k	90.10	View chart
Rtx Corporation Common Stock (RTX)	0.2	$793k	+301%	4.2k	189.73	View chart
Fidelity Covington Trust Exchange Traded Fund (FVAL)	0.2	$789k	NEW	10k	77.93	View chart
Netflix Common Stock (NFLX)	0.2	$788k	+1571%	11k	71.40	View chart
International Business Machs Common Stock (IBM)	0.2	$777k	+14%	2.8k	281.17	View chart
T Rowe Price Exchange-traded Exchange Traded Fund (TCAF)	0.2	$684k		17k	41.10	View chart
Oneok Common Stock (OKE)	0.1	$666k	+9%	7.7k	86.94	View chart
Tjx Cos Common Stock (TJX)	0.1	$664k	+49%	4.4k	151.50	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$648k	NEW	5.6k	116.67	View chart
Ge Aerospace Common Stock (GE)	0.1	$645k	+27%	1.7k	373.73	View chart
Ishares Tr Exchange Traded Fund (SOXX)	0.1	$645k	+190%	1.0k	640.76	View chart
Vanguard World Exchange Traded Fund (VPU)	0.1	$637k	-19%	3.3k	195.73	View chart
Ishares Tr Exchange Traded Fund (GARP)	0.1	$619k		7.5k	82.55	View chart
Putnam Etf Trust Exchange Traded Fund (PVAL)	0.1	$614k	NEW	12k	50.95	View chart
Vanguard World Exchange Traded Fund (MGK)	0.1	$607k	NEW	6.9k	87.91	View chart
Spdr Index Shs Fds Exchange Traded Fund (FEZ)	0.1	$605k	+1150%	8.8k	68.68	View chart
Ge Vernova Common Stock (GEV)	0.1	$597k	+55%	508.00	1174.86	View chart
Micron Technology Common Stock (MU)	0.1	$595k	NEW	515.00	1154.29	View chart
Visa Common Stock (V)	0.1	$583k	NEW	1.7k	343.09	View chart
Csx Corp Common Stock (CSX)	0.1	$565k		12k	47.53	View chart
Vanguard Wellington Exchange Traded Fund (VFMO)	0.1	$561k		2.3k	249.51	View chart
Ishares Exchange Traded Fund (RING)	0.1	$559k	NEW	8.7k	64.60	View chart
Procter & Gamble Common Stock (PG)	0.1	$550k		3.8k	146.64	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$543k	+8%	2.1k	253.97	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDX)	0.1	$509k	NEW	16k	31.10	View chart
Kla Corp Common Stock (KLAC)	0.1	$501k	+900%	1.7k	301.71	View chart
Marvell Technology Common Stock (MRVL)	0.1	$487k	NEW	1.6k	297.89	View chart
Vanguard Index Fds Exchange Traded Fund (VV)	0.1	$480k	+86%	1.4k	343.91	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$472k	+42%	1.5k	314.59	View chart
Ishares Tr Exchange Traded Fund (HDV)	0.1	$461k	+407%	17k	27.41	View chart
Nextera Energy Common Stock (NEE)	0.1	$458k	+3%	5.2k	87.77	View chart
Costco Wholesale Corporation Common Stock (COST)	0.1	$444k	+33%	475.00	935.47	View chart
Walmart Common Stock (WMT)	0.1	$440k	+106%	3.9k	113.26	View chart
Capital Group Conservative E Exchange Traded Fund (CGCV)	0.1	$437k	NEW	13k	32.82	View chart
Pepsico Common Stock (PEP)	0.1	$437k	+3%	3.2k	135.40	View chart
Emerson Elec Common Stock (EMR)	0.1	$435k	+17%	3.0k	143.15	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$434k	+8%	1.9k	222.87	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$429k	+838%	1.3k	341.02	View chart
Ishares Tr Exchange Traded Fund (IWM)	0.1	$425k	+13%	1.4k	300.45	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$422k	+10%	7.3k	57.62	View chart
Blackstone Common Stock (BX)	0.1	$406k	+126%	3.4k	117.67	View chart
Motorola Solutions Common Stock (MSI)	0.1	$383k		921.00	415.29	View chart
Travelers Companies Common Stock (TRV)	0.1	$381k		1.2k	330.12	View chart
Pfizer Common Stock (PFE)	0.1	$366k	-3%	15k	24.08	View chart
Analog Devices Common Stock (ADI)	0.1	$364k	NEW	917.00	397.17	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JQUA)	0.1	$359k	NEW	5.0k	72.27	View chart
American Express Common Stock (AXP)	0.1	$330k	+90%	975.00	338.25	View chart
Performance Food Group Common Stock (PFGC)	0.1	$330k		3.0k	111.79	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$329k		656.00	501.36	View chart
Allstate Corp Common Stock (ALL)	0.1	$326k	-8%	1.4k	237.94	View chart
Capital Grp Fixed Incm Etf T Exchange Traded Fund (CGMS)	0.1	$315k	NEW	12k	27.33	View chart
Automatic Data Processing In Common Stock (ADP)	0.1	$314k	+13%	1.4k	224.02	View chart
T Rowe Price Exchange-traded Exchange Traded Fund (TCHP)	0.1	$303k	NEW	6.0k	50.09	View chart
Spdr Series Trust Exchange Traded Fund (VLU)	0.1	$296k	NEW	1.2k	238.21	View chart
Coca Cola Common Stock (KO)	0.1	$290k	+5%	3.6k	81.27	View chart
Ishares Tr Exchange Traded Fund (IYW)	0.1	$290k	NEW	1.2k	252.23	View chart
Ishares Gold Tr Exchange Traded Fund (IAU)	0.1	$289k	+29%	3.8k	75.51	View chart
Home Depot Common Stock (HD)	0.1	$287k	+61%	812.00	352.89	View chart
Ishares Tr Exchange Traded Fund (IDEV)	0.1	$279k	-36%	3.1k	89.01	View chart
Ww Grainger Common Stock (GWW)	0.1	$272k		200.00	1360.40	View chart
Fidelity Covington Trust Exchange Traded Fund (FIVA)	0.1	$269k	NEW	7.0k	38.52	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$260k	+460%	448.00	580.91	View chart
Capital Group International Exchange Traded Fund (CGIC)	0.1	$259k	NEW	7.1k	36.39	View chart
M & T Bk Corp Common Stock (MTB)	0.1	$254k	NEW	1.1k	238.01	View chart
Boeing Common Stock (BA)	0.1	$254k	+74%	1.2k	216.47	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$253k	+19%	3.1k	82.64	View chart
Consolidated Edison Common Stock (ED)	0.1	$243k		2.2k	110.63	View chart
L3harris Technologies Common Stock (LHX)	0.1	$239k	+131%	821.00	290.59	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$237k	+23%	1.2k	200.62	View chart
Ark Etf Tr Exchange Traded Fund (ARKQ)	0.1	$231k	NEW	1.8k	132.22	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLU)	0.1	$230k	+100%	5.1k	45.34	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$226k	-16%	444.00	509.46	View chart
Philip Morris Intl Common Stock (PM)	0.1	$225k	+3%	1.2k	180.84	View chart
Disney Walt Common Stock (DIS)	0.0	$222k	+294%	2.3k	96.25	View chart
At&t Common Stock (T)	0.0	$221k	-3%	11k	20.70	View chart
Sherwin Williams Common Stock (SHW)	0.0	$215k		625.00	344.32	View chart
Cisco Sys Common Stock (CSCO)	0.0	$214k		1.8k	117.46	View chart
Merck & Co Common Stock (MRK)	0.0	$214k	+137%	1.7k	128.50	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLY)	0.0	$213k	+248%	1.8k	117.28	View chart
3M Common Stock (MMM)	0.0	$206k	+4%	1.3k	161.91	View chart
Pacer Fds Tr Exchange Traded Fund (COWZ)	0.0	$202k		3.3k	62.20	View chart
Astrazeneca Common Stock (AZN)	0.0	$201k	NEW	1.1k	187.11	View chart
Oracle Corp Common Stock (ORCL)	0.0	$201k	+131%	1.4k	146.55	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLE)	0.0	$198k	+104%	3.7k	53.12	View chart
Nucor Corp Common Stock (NUE)	0.0	$197k	+9%	886.00	222.71	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$196k	+208%	2.2k	90.74	View chart
Yum Brands Common Stock (YUM)	0.0	$193k		1.2k	159.86	View chart
Verizon Communications Common Stock (VZ)	0.0	$193k	+7%	4.6k	42.34	View chart
Barrick Mng Corp Common Stock (B)	0.0	$188k	NEW	5.1k	36.76	View chart
Cf Industries Hold Common Stock (CF)	0.0	$188k		1.7k	108.26	View chart
Morgan Stanley Common Stock (MS)	0.0	$187k	+126%	896.00	209.04	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$182k		672.00	270.31	View chart
Ishares Tr Exchange Traded Fund (SUSA)	0.0	$182k	+50%	1.2k	154.30	View chart
Ishares Tr Exchange Traded Fund (IWF)	0.0	$180k	+2976%	1.4k	124.17	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$172k	-61%	170.00	1011.37	View chart
Lowes Cos Common Stock (LOW)	0.0	$170k		770.00	220.49	View chart
Vanguard Index Fds Exchange Traded Fund (VO)	0.0	$168k	NEW	2.1k	80.57	View chart
Independent Bk Corp Mass Common Stock (INDB)	0.0	$167k	NEW	2.0k	83.72	View chart
Freeport Mcmoran Common Stock (FCX)	0.0	$156k	+327%	2.5k	62.88	View chart
Ishares Tr Exchange Traded Fund (IWD)	0.0	$156k	+348%	642.00	242.43	View chart
Hingham Instn Svgs Mass Common Stock (HIFS)	0.0	$154k	NEW	500.00	307.15	View chart
Welltower Common Stock (WELL)	0.0	$153k	-5%	675.00	226.97	View chart
Ishares Tr Exchange Traded Fund (ILCV)	0.0	$152k		1.5k	101.24	View chart
Global X Fds Exchange Traded Fund (PAVE)	0.0	$150k		2.5k	58.92	View chart
Ishares Tr Exchange Traded Fund (AGG)	0.0	$148k		1.5k	98.98	View chart
Uber Technologies Common Stock (UBER)	0.0	$145k		2.0k	72.16	View chart
Ishares Tr Exchange Traded Fund (IWN)	0.0	$143k		647.00	221.20	View chart
Union Pac Corp Common Stock (UNP)	0.0	$143k		526.00	272.00	View chart
Blackrock Common Stock (BLK)	0.0	$141k		147.00	961.56	View chart
Aflac Common Stock (AFL)	0.0	$141k		1.2k	117.25	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (PIZ)	0.0	$140k	NEW	2.5k	55.90	View chart
Public Svc Enterprise Group Common Stock (PEG)	0.0	$139k		1.7k	81.16	View chart
Vanguard World Exchange Traded Fund (VAW)	0.0	$138k	-3%	602.00	228.79	View chart
Capital Grp Fixed Incm Etf T Exchange Traded Fund (CGCB)	0.0	$136k	NEW	5.2k	26.18	View chart
Conocophillips Common Stock (COP)	0.0	$135k	+44%	1.3k	103.96	View chart
Darden Restaurants Common Stock (DRI)	0.0	$131k		638.00	206.01	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$130k		499.00	260.44	View chart
Newmont Corp Common Stock (NEM)	0.0	$129k	NEW	1.4k	93.40	View chart
Ishares Tr Exchange Traded Fund (QUAL)	0.0	$127k		578.00	219.43	View chart
Spdr Series Trust Exchange Traded Fund (SPYX)	0.0	$127k	+2%	2.1k	61.10	View chart
Mckesson Corp Common Stock (MCK)	0.0	$124k		164.00	755.60	View chart
Cme Group Common Stock (CME)	0.0	$110k	NEW	500.00	220.83	View chart
Dte Energy Common Stock (DTE)	0.0	$110k	+38%	721.00	152.37	View chart
Ebay Common Stock (EBAY)	0.0	$110k		981.00	111.75	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLRE)	0.0	$110k	+5%	2.5k	44.03	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$109k	NEW	3.1k	34.81	View chart
General Mills Common Stock (GIS)	0.0	$109k		3.1k	34.80	View chart
Ishares Tr Exchange Traded Fund (IWR)	0.0	$108k	+800%	981.00	110.32	View chart
Honeywell Intl Common Stock (HON)	0.0	$108k	NEW	480.00	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$106k	NEW	480.00	221.08	View chart
Avidia Bancorp Common Stock (AVBC)	0.0	$105k	NEW	5.0k	20.99	View chart
Eversource Energy Common Stock (ES)	0.0	$104k		1.4k	72.27	View chart
Xcel Energy Common Stock (XEL)	0.0	$102k	+123%	1.3k	80.30	View chart
Rocket Lab Corp Common Stock (RKLB)	0.0	$102k	NEW	1.0k	101.65	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLI)	0.0	$101k	-7%	544.00	185.23	View chart
Salesforce Common Stock (CRM)	0.0	$98k	+7712%	625.00	156.66	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.0	$98k	+3%	660.00	148.31	View chart
Vanguard Index Fds Exchange Traded Fund (VOT)	0.0	$95k	+4%	309.00	306.51	View chart
Goldman Sachs Etf Tr Exchange Traded Fund (GVIP)	0.0	$94k	NEW	500.00	188.70	View chart
Broadcom Common Stock (AVGO)	0.0	$94k	+66%	248.00	377.75	View chart
Altria Group Common Stock (MO)	0.0	$94k	+18%	1.3k	71.95	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLV)	0.0	$93k	-4%	586.00	158.66	View chart
Rambus Inc Del Common Stock (RMBS)	0.0	$93k	NEW	700.00	132.74	View chart
Beacon Financial Corp. Common Stock (BBT)	0.0	$91k	NEW	3.0k	30.45	View chart
Baron Etf Tr Exchange Traded Fund (RONB)	0.0	$91k	NEW	3.7k	24.40	View chart
Capital Group Core Equity Et Exchange Traded Fund (CGUS)	0.0	$89k	NEW	2.0k	44.48	View chart
Johnson Controls Internation Common Stock (JCI)	0.0	$89k	+1642%	610.00	146.11	View chart
Citigroup Common Stock (C)	0.0	$87k	+420%	619.00	139.96	View chart
Intercontinental Exchange In Common Stock (ICE)	0.0	$86k	NEW	700.00	123.11	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	0.0	$86k	+24%	232.00	370.04	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$85k	+131%	185.00	458.76	View chart
Phillips 66 Common Stock (PSX)	0.0	$85k		500.00	169.05	View chart
Eaton Corp Common Stock (ETN)	0.0	$83k	+8%	195.00	426.12	View chart
Agnc Invt Corp Common Stock (AGNC)	0.0	$82k	NEW	7.5k	10.90	View chart
Asml Hldg Nv Common Stock (ASML)	0.0	$82k	NEW	41.00	1989.44	View chart
Wheaton Precious Metals Corp Common Stock (WPM)	0.0	$81k	NEW	724.00	112.32	View chart
Icici Bank Common Stock (IBN)	0.0	$80k	NEW	2.8k	29.03	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.0	$79k		1.0k	77.11	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PKB)	0.0	$78k	NEW	700.00	112.06	View chart
Ishares Tr Exchange Traded Fund (IXN)	0.0	$77k		534.00	144.48	View chart
Southern Common Stock (SO)	0.0	$77k		800.00	95.71	View chart
Pimco Etf Tr Exchange Traded Fund (LDUR)	0.0	$74k	NEW	775.00	95.61	View chart
Colgate Palmolive Common Stock (CL)	0.0	$73k		800.00	91.68	View chart
Pacer Fds Tr Exchange Traded Fund (CALF)	0.0	$72k		1.4k	50.61	View chart
Vanguard World Exchange Traded Fund (VHT)	0.0	$72k		240.00	299.01	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$71k		563.00	126.58	View chart
Pembina Pipeline Corp Common Stock (PBA)	0.0	$71k		1.5k	46.25	View chart
Enbridge Common Stock (ENB)	0.0	$70k		1.3k	54.22	View chart
Hershey Common Stock (HSY)	0.0	$70k		400.00	175.45	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VEU)	0.0	$70k	NEW	837.00	83.75	View chart
Wec Energy Group Common Stock (WEC)	0.0	$70k		600.00	116.77	View chart
Marriott Intl Common Stock (MAR)	0.0	$70k		189.00	370.59	View chart
Hewlett Packard Enterprise C Common Stock (HPE)	0.0	$68k		1.5k	45.11	View chart
Capital Group Dividend Value Exchange Traded Fund (CGDV)	0.0	$68k	NEW	1.4k	49.28	View chart
Alps Etf Tr Exchange Traded Fund (AMLP)	0.0	$67k		1.3k	51.85	View chart
Ishares Tr Exchange Traded Fund (ESGU)	0.0	$67k	-22%	411.00	163.67	View chart
Rockwell Automation Common Stock (ROK)	0.0	$66k		133.00	495.08	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$65k	+36%	1.3k	49.82	View chart
Vistra Corp Common Stock (VST)	0.0	$65k	NEW	408.00	158.63	View chart
Ishares Tr Exchange Traded Fund (IEFA)	0.0	$64k	+514%	664.00	96.58	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)	0.0	$63k	-8%	1.2k	52.19	View chart
Ishares Tr Exchange Traded Fund (IFRA)	0.0	$63k	NEW	1.0k	63.04	View chart
Kb Home Common Stock (KBH)	0.0	$63k	NEW	1.0k	62.59	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUS)	0.0	$61k	NEW	739.00	81.94	View chart
GSK Common Stock (GSK)	0.0	$60k		1.1k	52.40	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$58k		786.00	73.35	View chart
Unilever Common Stock (UL)	0.0	$57k	-11%	952.00	60.12	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLB)	0.0	$57k	+711%	1.1k	50.83	View chart
Ford Mtr Common Stock (F)	0.0	$56k	+58%	4.1k	13.90	View chart
American Elec Pwr Common Stock (AEP)	0.0	$55k	+67%	402.00	136.81	View chart
Bce Common Stock (BCE)	0.0	$55k		2.5k	21.54	View chart
Global X Fds Exchange Traded Fund (CATH)	0.0	$54k	+11%	615.00	88.50	View chart
Credo Technology Group Holdi Common Stock (CRDO)	0.0	$54k	NEW	200.00	271.95	View chart
Vaneck Etf Trust Exchange Traded Fund (GDX)	0.0	$54k	+358%	716.00	75.46	View chart
Dimensional Etf Trust Exchange Traded Fund (DFIV)	0.0	$54k	NEW	994.00	54.02	View chart
Pimco Etf Tr Exchange Traded Fund (BOND)	0.0	$53k	NEW	573.00	92.27	View chart
Dominion Energy Common Stock (D)	0.0	$52k	+111%	760.00	68.29	View chart
Eog Res Common Stock (EOG)	0.0	$52k	NEW	400.00	129.73	View chart
State Str Corp Common Stock (STT)	0.0	$51k	NEW	301.00	169.60	View chart
Ishares Tr Exchange Traded Fund (IYH)	0.0	$50k		750.00	67.01	View chart
Capital Group Gbl Growth Eqt Exchange Traded Fund (CGGO)	0.0	$50k	NEW	1.2k	42.33	View chart
Ishares Tr Exchange Traded Fund (INDA)	0.0	$49k	NEW	1.0k	49.39	View chart
Nbt Bancorp Common Stock (NBTB)	0.0	$49k	NEW	1.0k	49.37	View chart
Trane Technologies Common Stock (TT)	0.0	$49k		100.00	491.16	View chart
Vanguard Index Fds Exchange Traded Fund (VNQ)	0.0	$49k	-35%	509.00	96.43	View chart
Etf Ser Solutions Exchange Traded Fund (VEGN)	0.0	$49k	+3%	595.00	82.26	View chart
Ppg Inds Common Stock (PPG)	0.0	$49k		400.00	121.29	View chart
Twilio Common Stock (TWLO)	0.0	$48k	+2240%	234.00	206.33	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$48k		830.00	57.84	View chart
Keycorp Common Stock (KEY)	0.0	$46k	NEW	2.0k	23.05	View chart
Citizens Finl Group Common Stock (CFG)	0.0	$45k	NEW	648.00	70.07	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPST)	0.0	$45k	-4%	897.00	50.57	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$45k	NEW	166.00	268.86	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$44k	+12%	1.8k	24.55	View chart
Hartford Insurance Group Common Stock (HIG)	0.0	$44k		332.00	132.52	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$44k		400.00	109.77	View chart
Realty Income Corp Common Stock (O)	0.0	$43k		693.00	61.96	View chart
Caterpillar Common Stock (CAT)	0.0	$43k	-45%	40.00	1064.90	View chart
Simon Ppty Group Common Stock (SPG)	0.0	$41k		184.00	223.65	View chart
General Dynamics Corp Common Stock (GD)	0.0	$41k		116.00	354.24	View chart
Stryker Corporation Common Stock (SYK)	0.0	$41k	-43%	130.00	314.84	View chart
Williams Cos Common Stock (WMB)	0.0	$41k	NEW	550.00	74.34	View chart
Warner Bros Discovery Common Stock (WBD)	0.0	$40k		1.5k	26.66	View chart
Coherent Corp Common Stock (COHR)	0.0	$39k	NEW	100.00	394.47	View chart
Global X Fds Exchange Traded Fund (MLPA)	0.0	$39k		741.00	53.08	View chart
Xylem Common Stock (XYL)	0.0	$39k		332.00	118.21	View chart
Gilead Sciences Common Stock (GILD)	0.0	$39k	+3%	309.00	126.34	View chart
Clorox Co Del Common Stock (CLX)	0.0	$38k		400.00	95.44	View chart
BP Common Stock (BP)	0.0	$38k	+11%	1.0k	36.95	View chart
Rio Tinto Common Stock (RIO)	0.0	$38k	NEW	400.00	94.93	View chart
Global X Fds Exchange Traded Fund (SIL)	0.0	$38k	NEW	490.00	77.46	View chart
Ast Spacemobile Common Stock (ASTS)	0.0	$38k	NEW	425.00	88.86	View chart
American Centy Etf Tr Exchange Traded Fund (AVUV)	0.0	$38k	NEW	302.00	124.76	View chart
Corteva Common Stock (CTVA)	0.0	$38k		444.00	84.69	View chart
Ares Capital Corp Common Stock (ARCC)	0.0	$37k	NEW	2.0k	18.53	View chart
Vale S A Common Stock (VALE)	0.0	$37k	+5243%	2.5k	15.04	View chart
J P Morgan Exchange Traded F Exchange Traded Fund	0.0	$36k	NEW	723.00	50.18	View chart
Ugi Corp Common Stock (UGI)	0.0	$36k	+33%	1.0k	34.54	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$36k		348.00	103.45	View chart
Metlife Common Stock (MET)	0.0	$36k	NEW	420.00	84.71	View chart
Veeva Sys Common Stock (VEEV)	0.0	$36k	NEW	200.00	177.47	View chart
Arm Holdings Common Stock (ARM)	0.0	$36k	NEW	100.00	354.57	View chart
Medtronic Common Stock (MDT)	0.0	$35k	+19%	448.00	78.14	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$35k	NEW	100.00	350.07	View chart
Ubs Group Common Stock (UBS)	0.0	$35k	NEW	700.00	49.56	View chart
Western New Eng Bancorp Common Stock (WNEB)	0.0	$35k	NEW	2.4k	14.30	View chart
Cotwo Advisors Physical Euro Exchange Traded Fund (CTWO)	0.0	$34k	NEW	2.0k	17.07	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPLV)	0.0	$34k	+10%	452.00	74.90	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.0	$34k	NEW	200.00	168.53	View chart
Sysco Corp Common Stock (SYY)	0.0	$33k		400.00	83.58	View chart
Espey Mfg & Electrs Corp Common Stock (ESP)	0.0	$33k		494.00	67.35	View chart
Itt Common Stock (ITT)	0.0	$33k		166.00	197.76	View chart
Independent Bk Corp Mich Common Stock (IBCP)	0.0	$33k	NEW	900.00	36.07	View chart
Ishares Silver Tr Exchange Traded Fund (SLV)	0.0	$32k		600.00	53.47	View chart
Autozone Common Stock (AZO)	0.0	$32k		10.00	3195.90	View chart
Texas Instrs Common Stock (TXN)	0.0	$32k		106.00	298.07	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLF)	0.0	$32k		588.00	53.61	View chart
Spdr Series Trust Exchange Traded Fund (SDY)	0.0	$31k	+625%	203.00	152.18	View chart
Vanguard World Exchange Traded Fund (VSGX)	0.0	$31k		370.00	82.34	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$30k	+7%	469.00	64.01	View chart
Beam Therapeutics Common Stock (BEAM)	0.0	$29k	NEW	850.00	34.32	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLP)	0.0	$29k	-11%	351.00	83.07	View chart
Vaneck Etf Trust Exchange Traded Fund (GRNB)	0.0	$29k		1.2k	24.14	View chart
Solstice Advanced Matls Common Stock (SOLS)	0.0	$29k	NEW	327.00	88.60	View chart
Annaly Capital Management In Common Stock (NLY)	0.0	$27k	NEW	1.2k	22.36	View chart
Fidelity Merrimack Str Tr Exchange Traded Fund (FBND)	0.0	$26k	NEW	580.00	45.50	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$26k		368.00	71.60	View chart
HSBC HLDGS Common Stock (HSBC)	0.0	$26k	NEW	275.00	95.09	View chart
Manulife Finl Corp Common Stock (MFC)	0.0	$26k		643.00	40.51	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAS)	0.0	$26k	NEW	311.00	82.34	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$26k	NEW	103.00	248.37	View chart
Dell Technologies Common Stock (DELL)	0.0	$26k		59.00	431.46	View chart
Qnity Electronics Common Stock (Q)	0.0	$25k	NEW	153.00	163.31	View chart
Sensient Technologies Corp Common Stock (SXT)	0.0	$25k		200.00	123.29	View chart
Fortune Brands Innovations I Common Stock (FBIN)	0.0	$25k		448.00	54.90	View chart
Plug Pwr Common Stock (PLUG)	0.0	$24k	NEW	9.0k	2.71	View chart
Cummins Common Stock (CMI)	0.0	$24k	NEW	33.00	713.21	View chart
Tidal Trust Ii Exchange Traded Fund (AIPO)	0.0	$23k	NEW	696.00	33.41	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PBW)	0.0	$23k		580.00	39.01	View chart
Etsy Common Stock (ETSY)	0.0	$23k	NEW	300.00	75.33	View chart
Ishares Tr Exchange Traded Fund (ITB)	0.0	$23k		216.00	104.48	View chart
D R Horton Common Stock (DHI)	0.0	$22k		136.00	163.10	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$22k	NEW	1.2k	17.73	View chart
Nushares Etf Tr Exchange Traded Fund (NUSC)	0.0	$21k		410.00	52.12	View chart
Entergy Corp Common Stock (ETR)	0.0	$21k	NEW	181.00	114.86	View chart
Brookfield Corp Common Stock (BN)	0.0	$21k	+49%	481.00	42.65	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$20k		200.00	102.19	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$20k		615.00	31.97	View chart
Oge Energy Corp Common Stock (OGE)	0.0	$20k		400.00	48.66	View chart
Target Corp Common Stock (TGT)	0.0	$19k	-80%	148.00	130.34	View chart
Dimensional Etf Trust Exchange Traded Fund (DFNM)	0.0	$19k	NEW	391.00	48.34	View chart
Viatris Common Stock (VTRS)	0.0	$19k	+5%	1.2k	15.88	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)	0.0	$19k	NEW	200.00	93.38	View chart
Kkr & Co Common Stock (KKR)	0.0	$18k	NEW	200.00	91.78	View chart
Synchrony Financial Common Stock (SYF)	0.0	$18k		237.00	76.05	View chart
Smucker J M Common Stock (SJM)	0.0	$18k	+3%	159.00	112.43	View chart
Bank Of N T Butterfield & So Common Stock (NTB)	0.0	$18k	NEW	300.00	59.50	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PHO)	0.0	$18k		255.00	69.20	View chart
Rpm Intl Common Stock (RPM)	0.0	$17k		156.00	111.15	View chart
Evergy Common Stock (EVRG)	0.0	$17k		200.00	86.43	View chart
Shell Common Stock (SHEL)	0.0	$17k	NEW	218.00	77.54	View chart
Mongodb Common Stock (MDB)	0.0	$17k	NEW	50.00	335.90	View chart
T-mobile Us Common Stock (TMUS)	0.0	$17k	NEW	100.00	167.73	View chart
Exchange Traded Concepts Tru Exchange Traded Fund (ROBO)	0.0	$16k		188.00	85.62	View chart
International Flavors&fragra Common Stock (IFF)	0.0	$16k		200.00	79.22	View chart
Solventum Corp Common Stock (SOLV)	0.0	$15k		200.00	77.15	View chart
Spdr Series Trust Exchange Traded Fund (KRE)	0.0	$15k	NEW	200.00	74.85	View chart
Yum China Hldgs Common Stock (YUMC)	0.0	$15k		360.00	40.87	View chart
Prothena Corp Common Stock (PRTA)	0.0	$15k	NEW	1.5k	9.79	View chart
Tfi International Common Stock (TFII)	0.0	$14k	NEW	100.00	143.91	View chart
Dupont De Nemours Common Stock (DD)	0.0	$14k	NEW	102.00	135.64	View chart
Broadridge Finl Solutions In Common Stock (BR)	0.0	$14k		100.00	136.95	View chart
Ark Etf Tr Exchange Traded Fund (ARKX)	0.0	$14k	NEW	400.00	34.12	View chart
Vanguard World Exchange Traded Fund (EDV)	0.0	$14k	NEW	208.00	65.08	View chart
Wabtec Common Stock (WAB)	0.0	$14k		50.00	269.60	View chart
Shopify Common Stock (SHOP)	0.0	$14k	NEW	118.00	114.18	View chart
HP Common Stock (HPQ)	0.0	$13k	-83%	593.00	21.94	View chart
Moderna Common Stock (MRNA)	0.0	$13k	+15%	185.00	70.03	View chart
Vanguard Index Fds Exchange Traded Fund (VBR)	0.0	$13k	NEW	53.00	242.98	View chart
Ishares Tr Exchange Traded Fund (ITOT)	0.0	$13k		77.00	164.27	View chart
Lennox Intl Common Stock (LII)	0.0	$13k		22.00	572.95	View chart
Prudential Finl Common Stock (PRU)	0.0	$12k	NEW	113.00	107.93	View chart
Elevance Health Inc Formerly Common Stock (ELV)	0.0	$12k	-55%	31.00	386.74	View chart
Mercadolibre Common Stock (MELI)	0.0	$12k	NEW	7.00	1697.43	View chart
First Tr Exchange Traded Exchange Traded Fund (RDVY)	0.0	$12k	+115%	142.00	81.06	View chart
Eastern Bankshares Common Stock (EBC)	0.0	$11k	NEW	500.00	22.24	View chart
Crispr Therapeutics Common Stock (CRSP)	0.0	$11k		200.00	54.54	View chart
Ark Etf Tr Exchange Traded Fund (ARKK)	0.0	$11k		133.00	80.82	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (ERTH)	0.0	$11k		223.00	47.30	View chart
Ishares Tr Exchange Traded Fund (IGV)	0.0	$10k		115.00	90.60	View chart
Old Natl Bancorp Ind Common Stock (ONB)	0.0	$10k	NEW	400.00	25.90	View chart
Fidelity Covington Trust Exchange Traded Fund (FDCF)	0.0	$9.7k	NEW	195.00	49.96	View chart
Fidelity Natl Finl Common Stock (FNF)	0.0	$9.2k		196.00	47.16	View chart
Dimensional Etf Trust Exchange Traded Fund (DFUV)	0.0	$9.1k	NEW	165.00	55.01	View chart
Spdr Series Trust Exchange Traded Fund (SPTL)	0.0	$9.0k		342.00	26.23	View chart
Power Integrations Common Stock (POWI)	0.0	$8.4k	NEW	100.00	83.76	View chart
Dow Hldgs Common Stock (DOW)	0.0	$8.4k		306.00	27.36	View chart
Petroleo Brasileiro S A Common Stock (PBR)	0.0	$8.1k	NEW	500.00	16.16	View chart
Molson Coors Beverage Common Stock (TAP)	0.0	$7.8k		200.00	38.96	View chart
International Paper Common Stock (IP)	0.0	$7.6k		200.00	38.10	View chart
Us Bancorp Common Stock (USB)	0.0	$7.4k	NEW	122.00	60.65	View chart
Global X Fds Exchange Traded Fund (AIQ)	0.0	$7.2k		110.00	65.61	View chart
Ingersoll Rand Common Stock (IR)	0.0	$7.2k		88.00	81.99	View chart
Ishares Tr Exchange Traded Fund (USMV)	0.0	$7.0k	NEW	73.00	96.47	View chart
Spdr Index Shs Fds Exchange Traded Fund (NANR)	0.0	$7.0k	NEW	93.00	75.51	View chart
Versabank Common Stock (VBNK)	0.0	$7.0k	NEW	300.00	23.26	View chart
Diageo Common Stock (DEO)	0.0	$6.9k		86.00	80.38	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.0	$6.9k		80.00	86.09	View chart
Halliburton Common Stock (HAL)	0.0	$6.8k	NEW	200.00	33.95	View chart
Global X Fds Exchange Traded Fund (DRIV)	0.0	$6.8k		176.00	38.47	View chart
Vodafone Group Common Stock (VOD)	0.0	$6.6k		500.00	13.22	View chart
Kraft Heinz Common Stock (KHC)	0.0	$6.5k		276.00	23.62	View chart
Vanguard World Exchange Traded Fund (ESGV)	0.0	$6.5k		49.00	132.24	View chart
Columbia Bkg Sys Common Stock (COLB)	0.0	$6.4k	NEW	200.00	32.05	View chart
Danaher Corp Del Common Stock (DHR)	0.0	$6.3k		33.00	190.48	View chart
The Cigna Group Common Stock (CI)	0.0	$6.1k		22.00	275.68	View chart
Xenon Pharmaceuticals Common Stock (XENE)	0.0	$6.0k	NEW	100.00	60.36	View chart
Ishares Tr Exchange Traded Fund (IBB)	0.0	$5.7k	NEW	30.00	190.20	View chart
Ameresco Common Stock (AMRC)	0.0	$5.5k	NEW	200.00	27.60	View chart
Republic Svcs Common Stock (RSG)	0.0	$5.1k		24.00	213.08	View chart
Itau Unibanco Hldg S A Common Stock (ITUB)	0.0	$5.0k	NEW	618.00	8.17	View chart
Eastman Chem Common Stock (EMN)	0.0	$5.0k		74.00	66.99	View chart
D-wave Quantum Common Stock (QBTS)	0.0	$4.8k	NEW	200.00	23.99	View chart
Maplebear Common Stock (CART)	0.0	$4.7k	NEW	100.00	47.35	View chart
Allegion Common Stock (ALLE)	0.0	$4.6k		33.00	140.48	View chart
Uniqure Nv Common Stock (QURE)	0.0	$4.6k	NEW	100.00	46.06	View chart
Vaneck Etf Trust Exchange Traded Fund (REMX)	0.0	$4.6k	NEW	52.00	88.50	View chart
Delta Air Lines Common Stock (DAL)	0.0	$4.6k	NEW	49.00	93.65	View chart
Lennar Corp Common Stock (LEN)	0.0	$4.5k	NEW	50.00	90.48	View chart
The Campbells Company Common Stock (CPB)	0.0	$4.5k		200.00	22.27	View chart
Enterprise Prods Partners L Common Stock (EPD)	0.0	$4.4k		121.00	36.76	View chart
Lamb Weston Hldgs Common Stock (LW)	0.0	$4.3k		100.00	43.18	View chart
Godaddy Common Stock (GDDY)	0.0	$4.2k	NEW	50.00	84.88	View chart
Norwegian Cruise Line Hldgs Common Stock (NCLH)	0.0	$4.2k	NEW	200.00	21.11	View chart
Conagra Brands Common Stock (CAG)	0.0	$4.0k		300.00	13.46	View chart
Cava Group Common Stock (CAVA)	0.0	$3.9k	NEW	50.00	78.48	View chart
Host Hotels & Resorts Common Stock (HST)	0.0	$3.8k		159.00	23.71	View chart
Magnum Ice Cream Co Nv Common Stock (MICC)	0.0	$3.7k	NEW	214.00	17.42	View chart
Centrus Energy Corp Common Stock (LEU)	0.0	$3.7k		22.00	167.86	View chart
Brookfield Asset Managmt Common Stock (BAM)	0.0	$3.6k		80.00	44.85	View chart
Deutsche Bk Common Stock (DB)	0.0	$3.4k	NEW	100.00	33.76	View chart
Liberty Latin America Common Stock (LILA)	0.0	$3.1k	NEW	400.00	7.84	View chart
Accenture Plc Ireland Common Stock (ACN)	0.0	$3.1k		25.00	124.44	View chart
Stmicroelectronics N V Common Stock (STM)	0.0	$3.0k	NEW	40.00	74.90	View chart
Heartflow Common Stock (HTFL)	0.0	$2.9k	NEW	100.00	29.34	View chart
Goodyear Tire & Rubr Common Stock (GT)	0.0	$2.6k		400.00	6.60	View chart
Agilent Technologies Common Stock (A)	0.0	$2.5k		19.00	132.84	View chart
Versant Media Group Common Stock (VSNT)	0.0	$2.5k	NEW	70.00	36.01	View chart
Ark Etf Tr Exchange Traded Fund (ARKG)	0.0	$2.5k		59.00	42.07	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$2.2k	-95%	50.00	43.56	View chart
Sun Life Financial Common Stock (SLF)	0.0	$2.0k	NEW	25.00	78.40	View chart
Navitas Semiconductor Corp Common Stock (NVTS)	0.0	$1.8k	NEW	100.00	17.92	View chart
Ishares Bitcoin Trust Etf Exchange Traded Fund (IBIT)	0.0	$1.7k	NEW	50.00	33.28	View chart
Nebius Group Common Stock (NBIS)	0.0	$1.4k	NEW	5.00	276.20	View chart
Eni Spa Common Stock (E)	0.0	$1.4k	NEW	29.00	46.86	View chart
Mattel Common Stock (MAT)	0.0	$1.3k		97.00	13.88	View chart
Ramaco Res Common Stock (METC)	0.0	$1.3k	NEW	100.00	13.23	View chart
Wisdomtree Tr Exchange Traded Fund (DON)	0.0	$1.3k	NEW	23.00	56.52	View chart
Etfis Ser Tr I Exchange Traded Fund (UTES)	0.0	$1.2k	NEW	15.00	81.73	View chart
Energy Transfer Common Stock (ET)	0.0	$1.1k	NEW	60.00	19.12	View chart
Davis Fundamental Etf Tr Exchange Traded Fund (DFNL)	0.0	$987.000000	NEW	20.00	49.35	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDE)	0.0	$952.000800	NEW	24.00	39.67	View chart
On Semiconductor Corp Common Stock (ON)	0.0	$945.000000	NEW	10.00	94.50	View chart
Novavax Common Stock (NVAX)	0.0	$942.000000	NEW	100.00	9.42	View chart
Revolution Medicines Common Stock (RVMD)	0.0	$936.000000	NEW	5.00	187.20	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$680.000400		18.00	37.78	View chart
Lincoln Natl Corp Ind Common Stock (LNC)	0.0	$671.999600		19.00	35.37	View chart
Joby Aviation Common Stock (JOBY)	0.0	$624.001000	NEW	70.00	8.91	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$452.000000		40.00	11.30	View chart
Xeris Biopharma Holdings Common Stock (XERS)	0.0	$317.000000	NEW	40.00	7.92	View chart
F&g Annuities & Life Common Stock (FG)	0.0	$292.000500	NEW	11.00	26.55	View chart
Ramaco Res Common Stock (METCB)	0.0	$144.999800	NEW	17.00	8.53	View chart
Scilex Holding Common Stock (SCLX)	0.0	$16.000000		2.00	8.00	View chart
Talphera Common Stock (TLPH)	0.0	$5.000000	NEW	5.00	1.00	View chart
Vyne Therapeutics Common Stock (VYNE)	0.0	$1.000000	NEW	1.00	1.00	View chart

Past Filings by Flagship Wealth Advisors

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

Flagship Wealth Advisors 2026 Q2 filed July 27, 2026
Flagship Wealth Advisors 2026 Q1 filed June 1, 2026
Flagship Wealth Advisors 2025 Q4 filed Feb. 11, 2026
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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