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Flagship Wealth Advisors »

Broadridge Financial Solutions shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Flagship Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$24k	100	238.17
2025-06-30	$24k	100	243.03
2025-03-31	$24k	100	242.46
2024-12-31	$23k	100	226.09

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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 Broadridge Financial Solutions

State Street Corporation

Alliancebernstein

Geode Capital Management

Henderson Group

Mitsubishi UFJ Asset Management

Stifel Financial

APG All Pensions Group NV

Ameriprise Financial

View all funds holding Broadridge Financial Solutions

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