FLAGSHIP HARBOR ADVISORS, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$1.9T

Holdings

746

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (746 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR SER TR
1,474,465$75.3B3.96%
2
SPYGSPDR SER TR
910,702$73.2B3.85%
3
AAPLAPPLE INC
226,718$50.4B2.65%
4
SGOVISHARES TR
456,664$46.0B2.42%
5
SPYSPDR S&P 500 ETF TR
79,871$44.7B2.35%
6
VTIVANGUARD INDEX FDS
140,128$38.5B2.03%
7
SPYMSPDR SER TR
575,589$37.9B1.99%
8
NVDANVIDIA CORPORATION
348,873$37.8B1.99%
9
AMZNAMAZON COM INC
182,934$34.8B1.83%
10
AGGISHARES TR
339,119$33.5B1.76%
11
IUSVISHARES TR
334,266$30.8B1.62%
12
SPTISPDR SER TR
978,694$28.0B1.47%
13
MSFTMICROSOFT CORP
72,559$27.2B1.43%
14
JPSTJ P MORGAN EXCHANGE TRADED F
508,615$25.8B1.35%
15
FTSMFIRST TR EXCHANGE-TRADED FD
323,099$19.3B1.02%
16
PULSPGIM ETF TR
387,060$19.2B1.01%
17
XLVSELECT SECTOR SPDR TR
126,603$18.5B0.97%
18
SPTLSPDR SER TR
650,365$17.7B0.93%
19
VIGVANGUARD SPECIALIZED FUNDS
88,609$17.2B0.90%
20
SPSMSPDR SER TR
419,263$17.1B0.90%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
31,987$17.0B0.90%
22
PAAAPGIM ETF TR
308,067$15.8B0.83%
23
BILSPDR SER TR
161,068$14.8B0.78%
24
XLUSELECT SECTOR SPDR TR
185,333$14.6B0.77%
25
VVISA INC
40,967$14.4B0.75%
26
GOOGALPHABET INC
90,835$14.2B0.75%
27
METAMETA PLATFORMS INC
23,805$13.7B0.72%
28
CLSETRUST FOR PROFESSIONAL MANAG
614,743$13.3B0.70%
29
DIVIFRANKLIN TEMPLETON ETF TR
405,910$13.2B0.70%
30
BUFRFIRST TR EXCHNG TRADED FD VI
433,140$12.9B0.68%
31
JPMJPMORGAN CHASE & CO.
48,980$12.0B0.63%
32
VOOVANGUARD INDEX FDS
22,988$11.8B0.62%
33
SPDWSPDR INDEX SHS FDS
315,029$11.5B0.60%
34
XLRESELECT SECTOR SPDR TR
265,464$11.1B0.58%
35
XLFISELECT SECTOR SPDR TR
129,433$10.6B0.56%
36
TSLATESLA INC
39,435$10.2B0.54%
37
USFRWISDOMTREE TR
202,644$10.2B0.54%
38
VUGVANGUARD INDEX FDS
27,357$10.1B0.53%
39
VBVANGUARD INDEX FDS
45,236$10.0B0.53%
40
NDQINVESCO QQQ TR
21,143$9.9B0.52%
41
NFLXNETFLIX INC
10,476$9.8B0.51%
42
IGRCBRE GBL REAL ESTATE INC FD
1,854,282$9.6B0.50%
43
SPABSPDR SER TR
371,821$9.5B0.50%
44
JBBBJANUS DETROIT STR TR
194,474$9.5B0.50%
45
DGRWWISDOMTREE TR
116,474$9.3B0.49%
46
VYMVANGUARD WHITEHALL FDS
71,444$9.2B0.48%
47
SPMBSPDR SER TR
413,287$9.1B0.48%
48
GOOGLALPHABET INC
56,528$8.7B0.46%
49
XLKSELECT SECTOR SPDR TR
42,102$8.7B0.46%
50
WTVWISDOMTREE TR
105,398$8.7B0.46%
51
SPEMSPDR INDEX SHS FDS
214,410$8.4B0.44%
52
SPIBSPDR SER TR
251,043$8.3B0.44%
53
AVGOBROADCOM INC
48,789$8.2B0.43%
54
IVVISHARES TR
14,396$8.1B0.43%
55
FSKFS KKR CAP CORP
373,604$7.8B0.41%
56
PHTPIONEER HIGH INCOME FUND INC
997,776$7.7B0.41%
57
SPBOSPDR SER TR
262,306$7.6B0.40%
58
BBYBEST BUY INC
101,199$7.4B0.39%
59
PGPROCTER AND GAMBLE CO
43,570$7.4B0.39%
60
RDVYFIRST TR EXCHANGE TRADED FD
119,411$7.0B0.37%
61
ABBVABBVIE INC
33,102$6.9B0.36%
62
SPGPINVESCO EXCHANGE TRADED FD T
68,866$6.9B0.36%
63
FTLSFIRST TR EXCH TRADED FD III
107,150$6.9B0.36%
64
JGROJ P MORGAN EXCHANGE TRADED F
92,042$6.8B0.36%
65
COSTCOSTCO WHSL CORP NEW
7,035$6.7B0.35%
66
IJHISHARES TR
112,340$6.6B0.34%
67
VFLOVICTORY PORTFOLIOS II
190,773$6.5B0.34%
68
VVVANGUARD INDEX FDS
24,377$6.3B0.33%
69
VTVVANGUARD INDEX FDS
35,819$6.2B0.33%
70
IJRISHARES TR
58,192$6.1B0.32%
71
HDHOME DEPOT INC
16,372$6.0B0.32%
72
ICSHISHARES TR
117,985$6.0B0.31%
73
SCHDSCHWAB STRATEGIC TR
212,710$5.9B0.31%
74
ICLOINVESCO ACTIVELY MANAGED EXC
233,258$5.9B0.31%
75
WMTWALMART INC
64,787$5.7B0.30%
76
CGGRCAPITAL GROUP GROWTH ETF
165,452$5.7B0.30%
77
SDYSPDR SER TR
40,892$5.5B0.29%
78
JHMBJOHN HANCOCK EXCHANGE TRADED
251,837$5.5B0.29%
79
XOMEXXON MOBIL CORP
45,457$5.4B0.28%
80
SPTMSPDR SER TR
76,883$5.2B0.27%
81
LLYELI LILLY & CO
6,189$5.1B0.27%
82
CEF/USPROTT PHYSICAL GOLD & SILVE
179,597$5.1B0.27%
83
MAMASTERCARD INCORPORATED
9,199$5.0B0.27%
84
CDXSIMPLIFY EXCHANGE TRADED FUN
219,498$5.0B0.26%
85
CVXCHEVRON CORP NEW
29,963$5.0B0.26%
86
JNJJOHNSON & JOHNSON
29,436$4.9B0.26%
87
ETWEATON VANCE TAX-MANAGED GLOB
580,229$4.8B0.25%
88
MRKMERCK & CO INC
52,697$4.7B0.25%
89
VXUSVANGUARD STAR FDS
76,058$4.7B0.25%
90
TMSLT ROWE PRICE ETF INC
154,345$4.7B0.25%
91
QUSSPDR SER TR
29,593$4.6B0.24%
92
RMTROYCE MICRO-CAP TR INC
540,978$4.6B0.24%
93
SPHQINVESCO EXCHANGE TRADED FD T
67,917$4.5B0.24%
94
GLDMWORLD GOLD TR
71,193$4.4B0.23%
95
SHOPSHOPIFY INC
45,757$4.4B0.23%
96
XLISELECT SECTOR SPDR TR
33,249$4.4B0.23%
97
HQLABRDN LIFE SCIENCES INVESTOR
340,877$4.3B0.23%
98
XLFSELECT SECTOR SPDR TR
85,203$4.2B0.22%
99
USMVISHARES TR
44,980$4.2B0.22%
100
GQ9SPDR GOLD TR
14,588$4.2B0.22%
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