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  Name: Flagship Private Wealth LLC
  City: WOBURN
  State: MA
  Zip: 01801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,982,000
  Total Value Change : $25,128,000
  Securities Held Change : 9
   
All Securities Held : 89
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 38
  Unchanged Positions : 11
  Decreased Positions : 28

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 23 New $0.00 $1,329,000 13,201 0.86% 1,329,000 13,201 0.015    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 32 New $110.23 $970,000 8,773 0.63% 970,000 8,773 0.005    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 36 New $340.96 $933,000 2,432 0.6% 933,000 2,432 0    Home Improvement Stores
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 37 New $260.53 $926,000 3,421 0.6% 926,000 3,421 0.008    Closed - End Fund - E...
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... 46 New $0.00 $666,000 13,296 0.43% 666,000 13,296 0.015    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 50 New $0.00 $631,000 3,456 0.41% 631,000 3,456 0    N/A
   (VIOO)1 Year Chart         VIOO Vanguard S&P Small-Cap 600 Etf 52 New $100.24 $566,000 5,576 0.37% 566,000 5,576 0.043    N/A
   (EUSA)1 Year Chart         EUSA Ishares Msci Usa Index Fund 55 New $89.14 $493,000 5,421 0.32% 493,000 5,421 0.06    N/A
   (FXI)1 Year Chart         FXI iShares FTSE/Xinhua China 25 67 New $28.36 $343,000 14,246 0.22% 343,000 14,246 0.001    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 68 New $186.57 $338,000 1,874 0.22% 338,000 1,874 0    Internet Software & S...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 72 New $77.40 $293,000 3,832 0.19% 293,000 3,832 0    Closed - End Fund - E...
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 85 New $99.16 $210,000 2,084 0.14% 210,000 2,084 0    Closed - End Fund - E...
      12 Records Found
  1    
Page 1 of 1
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