Flagship Wealth Advisors »

New York Mortgage Tr shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr 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 New York Mortgage Tr by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $321 46 6.98

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 New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
State Street Corporation
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Van Eck Associates Corp.
Bank of New York Mellon
Jpmorgan Chase & Co
Wolverine Asset Management
Two Sigma Investments

View all funds holding New York Mortgage Tr