FLAGSHIP HARBOR ADVISORS, LLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$1904.1T

Holdings

737

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (737 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR SER TR
1,606,593$82.2T4.31%
2
SPYGSPDR SER TR
827,758$72.8T3.82%
3
SPYSPDR S&P 500 ETF TR
109,895$64.4T3.38%
4
AAPLAPPLE INC
229,871$57.6T3.02%
5
NVDANVIDIA CORPORATION
355,850$47.8T2.51%
6
VTIVANGUARD INDEX FDS
143,290$41.5T2.18%
7
AMZNAMAZON COM INC
184,669$40.5T2.13%
8
SPYMSPDR SER TR
570,783$39.3T2.07%
9
NDQINVESCO QQQ TR
75,467$38.6T2.03%
10
SGOVISHARES TR
356,199$35.7T1.88%
11
AGGISHARES TR
328,774$31.9T1.67%
12
SPTLSPDR SER TR
1,175,241$30.8T1.62%
13
IUSVISHARES TR
313,696$29.0T1.53%
14
MSFTMICROSOFT CORP
68,384$28.8T1.51%
15
XLKSELECT SECTOR SPDR TR
123,130$28.6T1.50%
16
XLFISELECT SECTOR SPDR TR
324,458$25.5T1.34%
17
JPSTJ P MORGAN EXCHANGE TRADED F
500,342$25.2T1.32%
18
XLYSELECT SECTOR SPDR TR
88,055$19.8T1.04%
19
TSLATESLA INC
43,334$17.5T0.92%
20
VIGVANGUARD SPECIALIZED FUNDS
89,117$17.5T0.92%
21
GOOGALPHABET INC
90,821$17.3T0.91%
22
BILSPDR SER TR
180,271$16.5T0.87%
23
PULSPGIM ETF TR
329,919$16.3T0.86%
24
SPSMSPDR SER TR
335,838$15.1T0.79%
25
SPTISPDR SER TR
495,979$13.8T0.73%
26
METAMETA PLATFORMS INC
22,756$13.3T0.70%
27
VVISA INC
40,787$12.9T0.68%
28
CLSETRUST FOR PROFESSIONAL MANAG
532,915$12.2T0.64%
29
JPMJPMORGAN CHASE & CO.
48,669$11.7T0.61%
30
VUGVANGUARD INDEX FDS
28,305$11.6T0.61%
31
VOOVANGUARD INDEX FDS
21,106$11.4T0.60%
32
SPDWSPDR INDEX SHS FDS
327,816$11.2T0.59%
33
VBVANGUARD INDEX FDS
46,540$11.2T0.59%
34
USFRWISDOMTREE TR
212,031$10.7T0.56%
35
AVGOBROADCOM INC
45,382$10.5T0.55%
36
GOOGLALPHABET INC
55,528$10.5T0.55%
37
DIVIFRANKLIN TEMPLETON ETF TR
332,853$10.0T0.52%
38
NFLXNETFLIX INC
10,366$9.2T0.49%
39
DGRWWISDOMTREE TR
111,718$9.0T0.47%
40
SPGPINVESCO EXCHANGE TRADED FD T
84,031$8.8T0.46%
41
VYMVANGUARD WHITEHALL FDS
68,901$8.8T0.46%
42
BUFRFIRST TR EXCHNG TRADED FD VI
288,478$8.8T0.46%
43
SPABSPDR SER TR
340,153$8.5T0.45%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
18,700$8.5T0.45%
45
SPMBSPDR SER TR
383,090$8.3T0.43%
46
FSKFS KKR CAP CORP
374,168$8.1T0.43%
47
PHTPIONEER HIGH INCOME FUND INC
1,006,646$7.8T0.41%
48
WTVWISDOMTREE TR
93,033$7.8T0.41%
49
SPMDSPDR SER TR
138,234$7.6T0.40%
50
SPEMSPDR INDEX SHS FDS
191,614$7.4T0.39%
51
PGPROCTER AND GAMBLE CO
40,705$6.8T0.36%
52
SPIBSPDR SER TR
205,896$6.7T0.35%
53
IVVISHARES TR
11,366$6.7T0.35%
54
IJRISHARES TR
57,931$6.7T0.35%
55
JGROJ P MORGAN EXCHANGE TRADED F
81,516$6.6T0.35%
56
SPBOSPDR SER TR
226,598$6.5T0.34%
57
COSTCOSTCO WHSL CORP NEW
7,050$6.5T0.34%
58
HDHOME DEPOT INC
16,426$6.4T0.34%
59
VVVANGUARD INDEX FDS
23,071$6.2T0.33%
60
FTLSFIRST TR EXCH TRADED FD III
93,753$6.2T0.32%
61
VTVVANGUARD INDEX FDS
35,676$6.0T0.32%
62
SPTMSPDR SER TR
82,541$5.9T0.31%
63
ABBVABBVIE INC
33,052$5.9T0.31%
64
IGRCBRE GBL REAL ESTATE INC FD
1,210,353$5.8T0.31%
65
WMTWALMART INC
64,081$5.8T0.30%
66
IJHISHARES TR
92,874$5.8T0.30%
67
SDYSPDR SER TR
42,445$5.6T0.29%
68
VFLOVICTORY PORTFOLIOS II
160,612$5.5T0.29%
69
ICLOINVESCO ACTIVELY MANAGED EXC
211,605$5.4T0.28%
70
SCHDSCHWAB STRATEGIC TR
197,642$5.4T0.28%
71
RMTROYCE MICRO-CAP TR INC
547,408$5.3T0.28%
72
RDVYFIRST TR EXCHANGE-TRADED FD
90,090$5.3T0.28%
73
CGGRCAPITAL GROUP GROWTH ETF
141,504$5.3T0.28%
74
XLESELECT SECTOR SPDR TR
59,616$5.1T0.27%
75
YEARAB ACTIVE ETFS INC
100,569$5.1T0.27%
76
LLYELI LILLY & CO
6,542$5.1T0.27%
77
JHMBJOHN HANCOCK EXCHANGE TRADED
229,562$4.9T0.26%
78
SHOPSHOPIFY INC
45,766$4.9T0.26%
79
ETWEATON VANCE TAX-MANAGED GLOB
577,856$4.9T0.26%
80
MAMASTERCARD INCORPORATED
9,191$4.8T0.25%
81
XOMEXXON MOBIL CORP
44,718$4.8T0.25%
82
MRKMERCK & CO INC
47,598$4.7T0.25%
83
XLVSELECT SECTOR SPDR TR
33,028$4.5T0.24%
84
SPHQINVESCO EXCHANGE TRADED FD T
67,639$4.5T0.24%
85
QQQXNUVEEN NASDAQ 100 DYNAMIC OV
165,721$4.5T0.24%
86
SPHYSPDR SER TR
189,124$4.4T0.23%
87
IWFISHARES TR
10,888$4.4T0.23%
88
ICSHISHARES TR
86,693$4.4T0.23%
89
TMSLT ROWE PRICE ETF INC
134,982$4.4T0.23%
90
VXUSVANGUARD STAR FDS
73,057$4.3T0.23%
91
JNJJOHNSON & JOHNSON
29,690$4.3T0.23%
92
CEF/USPROTT PHYSICAL GOLD & SILVE
180,619$4.3T0.23%
93
QGROAMERICAN CENTY ETF TR
42,251$4.2T0.22%
94
CVXCHEVRON CORP NEW
28,929$4.2T0.22%
95
QTUMETF SER SOLUTIONS
51,615$4.2T0.22%
96
USMVISHARES TR
47,038$4.2T0.22%
97
GQ9SPDR GOLD TR
17,065$4.1T0.22%
98
QQQMINVESCO EXCH TRADED FD TR II
19,613$4.1T0.22%
99
JBBBJANUS DETROIT STR TR
83,919$4.1T0.22%
100
QUSSPDR SER TR
26,580$4.1T0.22%
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