Portfolio (Quarterly)
Guide ↗
Flagship Private Wealth, LLC
· CIK 0001842560| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EVLN | MORGAN STANLEY ETF TRUST | — | 19,937 | $986K | 0.39% | SOLD |
| 2 | — | FS SPECIALTY LENDING FD | — | 37,290 | $527K | 0.21% | SOLD |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 11,061 | $361K | 0.14% | SOLD |
| 4 | IWO | ISHARES TR | — | 849 | $274K | 0.11% | SOLD |
| 5 | TSLA | TESLA INC | Consumer Cyclical | 526 | $237K | 0.09% | SOLD |
| 6 | PYLD | PIMCO ETF TR | — | 8,374 | $223K | 0.09% | SOLD |
| 7 | DSI | ISHARES TR | — | 1,641 | $211K | 0.08% | SOLD |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 417 | $210K | 0.08% | SOLD |
| 9 | VHT | VANGUARD WORLD FD | — | 721 | $208K | 0.08% | SOLD |
| 10 | IHAK | ISHARES TR | — | 4,307 | $207K | 0.08% | SOLD |
Sector Allocation
Financial Services
82.6%
Technology
8.2%
Communication Services
4.9%
Industrials
1.5%
Consumer Cyclical
1.4%
Real Estate
0.8%
Healthcare
0.6%