FLAGSHIP HARBOR ADVISORS, LLC Q3 2023 Filing

Filed October 17, 2023

Portfolio Value

$1.2T

Holdings

605

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (605 positions)

#StockSharesValue% PortfolioType
101
HEQTSIMPLIFY EXCHANGE TRADED FUN
114,625$2.8B0.23%
102
VNQVANGUARD INDEX FDS
36,715$2.8B0.23%
103
SHOPSHOPIFY INC
49,560$2.7B0.22%
104
MAMASTERCARD INCORPORATED
6,752$2.7B0.22%
105
VWOVANGUARD INTL EQUITY INDEX F
66,647$2.6B0.22%
106
EELVINVESCO EXCH TRADED FD TR II
115,196$2.6B0.22%
107
FLOTISHARES TR
50,657$2.6B0.21%
108
CVSCVS HEALTH CORP
35,053$2.4B0.20%
109
VTIPVANGUARD MALVERN FDS
50,329$2.4B0.20%
110
XLUSELECT SECTOR SPDR TR
39,547$2.3B0.19%
111
BACVERIZON COMMUNICATIONS INC
71,181$2.3B0.19%
112
NOBLPROSHARES TR
26,037$2.3B0.19%
113
JHMDJOHN HANCOCK EXCHANGE TRADED
76,742$2.3B0.19%
114
PEPPEPSICO INC
13,456$2.3B0.19%
115
DGROISHARES TR
45,923$2.3B0.19%
116
DISDISNEY WALT CO
27,828$2.3B0.19%
117
DWMWISDOMTREE TR
46,505$2.2B0.19%
118
SPGPINVESCO EXCHANGE TRADED FD T
24,300$2.2B0.18%
119
DHRDANAHER CORPORATION
8,742$2.2B0.18%
120
VOOVVANGUARD ADMIRAL FDS INC
14,407$2.1B0.18%
121
PKWINVESCO EXCHANGE TRADED FD T
23,758$2.1B0.18%
122
AMDADVANCED MICRO DEVICES INC
20,752$2.1B0.18%
123
CRMSALESFORCE INC
10,323$2.1B0.17%
124
YEARAB ACTIVE ETFS INC
41,549$2.1B0.17%
125
CALFPACER FDS TR
49,673$2.1B0.17%
126
QUALISHARES TR
15,240$2.0B0.17%
127
EMFTEMPLETON EMERGING MKTS FD
172,414$2.0B0.16%
128
FTNTFORTINET INC
33,017$1.9B0.16%
129
RDVYFIRST TR EXCHANGE-TRADED FD
41,825$1.9B0.16%
130
VCITVANGUARD SCOTTSDALE FDS
25,041$1.9B0.16%
131
EPDENTERPRISE PRODS PARTNERS L
67,224$1.8B0.15%
132
VTVANGUARD INTL EQUITY INDEX F
19,618$1.8B0.15%
133
KOCOCA COLA CO
32,517$1.8B0.15%
134
NEENEXTERA ENERGY INC
31,701$1.8B0.15%
135
ESEVERSOURCE ENERGY
31,163$1.8B0.15%
136
LOWLOWES COS INC
8,717$1.8B0.15%
137
SPHYSPDR SER TR
80,804$1.8B0.15%
138
FEZSPDR INDEX SHS FDS
42,657$1.8B0.15%
139
ETOEATON VANCE TAX-ADVANTAGED G
83,794$1.8B0.15%
140
TTDTHE TRADE DESK INC
22,475$1.8B0.15%
141
MCDMCDONALDS CORP
6,527$1.7B0.14%
142
VEAVANGUARD TAX-MANAGED FDS
39,056$1.7B0.14%
143
PFEPFIZER INC
51,320$1.7B0.14%
144
IWFISHARES TR
6,323$1.7B0.14%
145
MBBISHARES TR
18,918$1.7B0.14%
146
BMYBRISTOL-MYERS SQUIBB CO
28,869$1.7B0.14%
147
IQDGWISDOMTREE TR
51,985$1.7B0.14%
148
HONHONEYWELL INTL INC
8,994$1.7B0.14%
149
BILSSPDR SER TR
16,647$1.7B0.14%
150
CMCSACOMCAST CORP NEW
37,319$1.7B0.14%
151
IDXXIDEXX LABS INC
3,876$1.7B0.14%Call
152
KYNKAYNE ANDERSON NEXTGEN ENRGY
225,926$1.6B0.13%
153
RTXRTX CORPORATION
21,938$1.6B0.13%
154
WMWASTE MGMT INC DEL
10,330$1.6B0.13%
155
VGTVANGUARD WORLD FDS
3,767$1.6B0.13%
156
PPAINVESCO EXCHANGE TRADED FD T
19,244$1.5B0.13%
157
POWAINVESCO EXCH TRD SLF IDX FD
23,308$1.5B0.13%
158
EFIVSPDR SER TR
36,661$1.5B0.13%
159
CSTKINVESCO ACTIVELY MANAGED ETF
48,754$1.5B0.13%
160
IQLTISHARES TR
43,842$1.5B0.12%
161
SCHFSCHWAB STRATEGIC TR
43,227$1.5B0.12%
162
MUBISHARES TR
14,290$1.5B0.12%
163
CSCOCISCO SYS INC
26,969$1.4B0.12%
164
EZMWISDOMTREE TR
28,531$1.4B0.12%
165
BABOEING CO
7,536$1.4B0.12%
166
IJHISHARES TR
5,785$1.4B0.12%
167
AQLTISHARES TR
13,394$1.4B0.12%
168
PYPLPAYPAL HLDGS INC
25,635$1.4B0.12%Call
169
JGROJ P MORGAN EXCHANGE TRADED F
26,635$1.4B0.12%
170
TAT&T INC
95,081$1.4B0.12%
171
SPTSSPDR SER TR
49,647$1.4B0.12%
172
TJXTJX COS INC NEW
15,963$1.4B0.12%
173
AVUVAMERICAN CENTY ETF TR
18,034$1.4B0.12%
174
PGXINVESCO EXCH TRADED FD TR II
128,189$1.4B0.12%
175
ABTABBOTT LABS
14,164$1.4B0.11%
176
BACBANK AMERICA CORP
49,570$1.4B0.11%
177
IUSVISHARES TR
17,876$1.3B0.11%
178
COPCONOCOPHILLIPS
11,043$1.3B0.11%
179
VLOVALERO ENERGY CORP
9,214$1.3B0.11%
180
HDVISHARES TR
12,901$1.3B0.11%
181
RPGINVESCO EXCHANGE TRADED FD T
41,950$1.3B0.11%
182
PANWPALO ALTO NETWORKS INC
5,382$1.3B0.10%
183
AQLTISHARES TR
19,577$1.3B0.10%
184
MOALTRIA GROUP INC
29,732$1.3B0.10%
185
ORCLORACLE CORP
11,617$1.2B0.10%
186
FICOFAIR ISAAC CORP
1,406$1.2B0.10%
187
SPGIS&P GLOBAL INC
3,334$1.2B0.10%
188
LMTLOCKHEED MARTIN CORP
2,957$1.2B0.10%
189
NKENIKE INC
12,468$1.2B0.10%
190
VONEVANGUARD SCOTTSDALE FDS
6,030$1.2B0.10%
191
BSVVANGUARD BD INDEX FDS
15,527$1.2B0.10%
192
GEGENERAL ELECTRIC CO
10,370$1.1B0.10%
193
DONSPDR DOW JONES INDL AVERAGE
3,422$1.1B0.10%
194
EEMISHARES TR
29,902$1.1B0.09%
195
MINTPIMCO ETF TR
11,271$1.1B0.09%
196
AMATAPPLIED MATLS INC
8,113$1.1B0.09%
197
HYMBSPDR SER TR
46,990$1.1B0.09%
198
FVDFIRST TR VALUE LINE DIVID IN
29,930$1.1B0.09%
199
BMTABRITISH AMERN TOB PLC
35,598$1.1B0.09%
200
IBMINTERNATIONAL BUSINESS MACHS
7,952$1.1B0.09%
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