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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 $207,632,009
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,159 $25,406,932 12.23%
2.
Spdr S & P 500 Etf Trust
 SPY 26,514 $15,539,273 7.48%
3.
Ishares Trust
 IEF 119,635 $12,055,615 5.8%
4.
Ishares Tr - MSCI USA MIN VOL
 133,080 $11,816,169 5.69%
5.
Ishares Tr - MSCI USA QLT FCT
 54,239 $9,658,824 4.65%
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)