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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 $129,861,685
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 34,242 $16,275,334 12.53%
2.
Ishares Trust
 IEF 21,420 $10,230,701 7.87%
3.
Ishares Trust
 IEF 113,689 $9,154,213 7.04%
4.
Ishares Tr
 72,591 $5,664,298 4.36%
5.
Vanguard World Fund
 10,307 $4,988,516 3.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)