FLAGSHIP WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TPVG | 91 | $525 |
 | HTGC | 89 | $1.68K |
 | IR | 88 | $7.27K |
 | DEO | 86 | $8.21K |
 | FDUS | 84 | $1.70K |
 | UPS | 82 | $6.85K |
 | AMP | 80 | $39.30K |
 | BAM | 80 | $4.55K |
 | ZBH | 80 | $7.88K |
 | EMN | 74 | $4.67K |
 | CAT | 73 | $34.83K |
 | UNH | 66 | $22.79K |
 | CMI | 66 | $27.88K |
 | ET | 60 | $1.03K |
 | PMT | 60 | $736 |
 | CCAP | 60 | $856 |
 | DELL | 59 | $8.36K |
 | ELV | 56 | $18.09K |
 | HBAN | 53 | $915 |
 | LEN | 50 | $6.30K |
TriplePoint Venture Growth BDC Corp.
TPVG
Shares Held
91
Value
$525
Hercules Capital, Inc.
HTGC
Shares Held
89
Value
$1.68K
Ingersoll Rand Inc.
IR
Shares Held
88
Value
$7.27K
Diageo plc
DEO
Shares Held
86
Value
$8.21K
Fidus Investment Corporation
FDUS
Shares Held
84
Value
$1.70K
United Parcel Service, Inc.
UPS
Shares Held
82
Value
$6.85K
Ameriprise Financial, Inc.
AMP
Shares Held
80
Value
$39.30K
Brookfield Asset Management Ltd.
BAM
Shares Held
80
Value
$4.55K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
80
Value
$7.88K
Eastman Chemical Company
EMN
Shares Held
74
Value
$4.67K
Caterpillar Inc.
CAT
Shares Held
73
Value
$34.83K
UnitedHealth Group Incorporated
UNH
Shares Held
66
Value
$22.79K
Cummins Inc.
CMI
Shares Held
66
Value
$27.88K
Energy Transfer LP
ET
Shares Held
60
Value
$1.03K
PennyMac Mortgage Investment Trust
PMT
Shares Held
60
Value
$736
Crescent Capital BDC, Inc.
CCAP
Shares Held
60
Value
$856
Dell Technologies Inc.
DELL
Shares Held
59
Value
$8.36K
Elevance Health Inc.
ELV
Shares Held
56
Value
$18.09K
Huntington Bancshares Incorporated
HBAN
Shares Held
53
Value
$915
Lennar Corporation
LEN
Shares Held
50
Value
$6.30K