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Home > Institutional Investor > Flagship Private Wealth, Llc > Profile

Instuitional Investor - Flagship Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Flagship Private Wealth, Llc
Portfolio Value $210,000,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,000 $21,913,907 10.44%
2.
Ishares Tr - MSCI USA MIN VOL
 195,422 $18,303,262 8.72%
3.
Spdr S & P 500 Etf Trust
 SPY 25,679 $14,364,350 6.84%
4.
Ishares Trust
 IEF 118,754 $11,434,827 5.45%
5.
Ishares Tr
 108,153 $10,887,738 5.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)