|
|
Name: |
Flagship Private Wealth LLC |
City: |
WOBURN |
State: |
MA |
Zip: |
01801 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
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 |
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 |
Home Depot Inc |
36 |
New |
$340.96 |
$933,000 |
2,432 |
0.6% |
933,000 |
2,432 |
0 |
Home Improvement Stores |
|
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 |
Ishares Short Maturity Muni... |
46 |
New |
$0.00 |
$666,000 |
13,296 |
0.43% |
666,000 |
13,296 |
0.015 |
N/A |
|
QQQM |
Invesco Nasdaq 100 Etf |
50 |
New |
$0.00 |
$631,000 |
3,456 |
0.41% |
631,000 |
3,456 |
0 |
N/A |
|
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 |
Ishares Msci Usa Index Fund |
55 |
New |
$89.14 |
$493,000 |
5,421 |
0.32% |
493,000 |
5,421 |
0.06 |
N/A |
|
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 |
Amazon.com Inc |
68 |
New |
$186.57 |
$338,000 |
1,874 |
0.22% |
338,000 |
1,874 |
0 |
Internet Software & S... |
|
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 |
iShares KLD 400 Social Index |
85 |
New |
$99.16 |
$210,000 |
2,084 |
0.14% |
210,000 |
2,084 |
0 |
Closed - End Fund - E... |
|