FLAGSHIP HARBOR ADVISORS, LLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$1.9T

Holdings

737

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (737 positions)

#StockSharesValue% PortfolioType
101
XLFSELECT SECTOR SPDR TR
84,580$4.1B0.21%
102
CDXSIMPLIFY EXCHANGE TRADED FUN
183,702$4.0B0.21%
103
SMOGVANECK ETF TRUST
40,310$4.0B0.21%
104
BXBLACKSTONE INC
23,066$4.0B0.21%
105
XLISELECT SECTOR SPDR TR
28,466$3.8B0.20%
106
XLUSELECT SECTOR SPDR TR
47,901$3.6B0.19%
107
UNHUNITEDHEALTH GROUP INC
7,139$3.6B0.19%
108
VOVANGUARD INDEX FDS
13,663$3.6B0.19%
109
ADBEADOBE INC
7,990$3.6B0.19%
110
DSTLETF SER SOLUTIONS
63,684$3.5B0.18%
111
BUFQFIRST TR EXCHNG TRADED FD VI
111,271$3.5B0.18%
112
GLDMWORLD GOLD TR
66,786$3.5B0.18%
113
CRMSALESFORCE INC
10,362$3.5B0.18%
114
SPLVINVESCO EXCH TRADED FD TR II
49,327$3.5B0.18%
115
QUALISHARES TR
19,125$3.4B0.18%
116
HELOJ P MORGAN EXCHANGE TRADED F
53,042$3.3B0.17%
117
HQLABRDN LIFE SCIENCES INVESTOR
250,441$3.3B0.17%
118
STEWSRH TOTAL RETURN FUND INC
201,904$3.2B0.17%
119
COWGPACER FDS TR
100,661$3.2B0.17%
120
FTNTFORTINET INC
33,741$3.2B0.17%
121
EFGISHARES TR
32,564$3.2B0.17%
122
ETOEATON VANCE TAX-ADVANTAGED G
124,004$3.1B0.16%
123
XMMOINVESCO EXCHANGE TRADED FD T
24,461$3.0B0.16%
124
SMHVANECK ETF TRUST
12,364$3.0B0.16%
125
DGROISHARES TR
47,916$2.9B0.15%
126
VOOVVANGUARD ADMIRAL FDS INC
15,844$2.9B0.15%
127
KYNKAYNE ANDERSON ENERGY INFRST
228,426$2.9B0.15%
128
DYNFBLACKROCK ETF TRUST
56,530$2.9B0.15%
129
DISDISNEY WALT CO
25,556$2.8B0.15%
130
RTXRTX CORPORATION
24,467$2.8B0.15%
131
TTDTHE TRADE DESK INC
23,088$2.7B0.14%
132
TMOTHERMO FISHER SCIENTIFIC INC
5,164$2.7B0.14%
133
VTIPVANGUARD MALVERN FDS
54,851$2.7B0.14%
134
VNQVANGUARD INDEX FDS
28,949$2.6B0.14%
135
UCONFIRST TR EXCHNG TRADED FD VI
103,922$2.6B0.13%
136
VEUVANGUARD INTL EQUITY INDEX F
44,551$2.6B0.13%
137
PPAINVESCO EXCHANGE TRADED FD T
22,048$2.5B0.13%
138
RINGISHARES INC
88,881$2.5B0.13%
139
QGRWWISDOMTREE TR
50,512$2.5B0.13%
140
EMFTEMPLETON EMERGING MKTS FD
207,769$2.5B0.13%
141
EPDENTERPRISE PRODS PARTNERS L
77,790$2.4B0.13%
142
FBNDFIDELITY MERRIMACK STR TR
54,178$2.4B0.13%
143
BACVERIZON COMMUNICATIONS INC
59,401$2.4B0.12%
144
PKWINVESCO EXCHANGE TRADED FD T
20,366$2.3B0.12%
145
AQLTISHARES TR
33,272$2.3B0.12%
146
AMDADVANCED MICRO DEVICES INC
19,281$2.3B0.12%
147
VCSHVANGUARD SCOTTSDALE FDS
29,344$2.3B0.12%
148
TIPZPIMCO ETF TR
44,110$2.3B0.12%
149
VGTVANGUARD WORLD FD
3,642$2.3B0.12%
150
IBMINTERNATIONAL BUSINESS MACHS
10,249$2.3B0.12%
151
VWOVANGUARD INTL EQUITY INDEX F
50,716$2.2B0.12%
152
EFVISHARES TR
42,482$2.2B0.12%
153
VONGVANGUARD SCOTTSDALE FDS
21,453$2.2B0.12%
154
COWZPACER FDS TR
39,228$2.2B0.12%
155
MBBISHARES TR
23,895$2.2B0.12%
156
GDXVANECK ETF TRUST
63,892$2.2B0.11%
157
AVUVAMERICAN CENTY ETF TR
22,301$2.2B0.11%
158
KOCOCA COLA CO
34,188$2.1B0.11%
159
VONEVANGUARD SCOTTSDALE FDS
7,950$2.1B0.11%
160
TJXTJX COS INC NEW
17,366$2.1B0.11%
161
PEPPEPSICO INC
13,711$2.1B0.11%
162
MUBISHARES TR
19,529$2.1B0.11%
163
SIHYHARBOR ETF TRUST
45,406$2.1B0.11%
164
BSTZBLACKROCK SCIENCE & TECHNOLO
99,932$2.1B0.11%
165
DHRDANAHER CORPORATION
8,928$2.0B0.11%
166
RSPINVESCO EXCHANGE TRADED FD T
11,606$2.0B0.11%
167
NEENEXTERA ENERGY INC
28,346$2.0B0.11%
168
LMTLOCKHEED MARTIN CORP
4,179$2.0B0.11%
169
XNROXNEUBERGER BERMAN REAL ESTATE
571,125$2.0B0.11%
170
BKNGBOOKING HOLDINGS INC
402$2.0B0.11%
171
HONHONEYWELL INTL INC
8,802$2.0B0.10%
172
FICOFAIR ISAAC CORP
996$2.0B0.10%
173
NOBLPROSHARES TR
19,864$2.0B0.10%
174
GTOINVESCO ACTIVELY MANAGED EXC
42,380$2.0B0.10%
175
AXPAMERICAN EXPRESS CO
6,625$2.0B0.10%
176
SPGIS&P GLOBAL INC
3,934$2.0B0.10%
177
PANWPALO ALTO NETWORKS INC
10,715$1.9B0.10%
178
AQLTISHARES TR
14,842$1.9B0.10%
179
EMXCISHARES INC
35,110$1.9B0.10%
180
PAAAPGIM ETF TR
37,794$1.9B0.10%
181
ORCLORACLE CORP
11,522$1.9B0.10%
182
LOWLOWES COS INC
7,779$1.9B0.10%
183
WMWASTE MGMT INC DEL
9,481$1.9B0.10%
184
ABTABBOTT LABS
16,734$1.9B0.10%
185
BSXBOSTON SCIENTIFIC CORP
20,976$1.9B0.10%
186
VTVANGUARD INTL EQUITY INDEX F
15,775$1.9B0.10%
187
XLRESELECT SECTOR SPDR TR
45,511$1.9B0.10%
188
CSCOCISCO SYS INC
31,142$1.8B0.10%
189
RPGINVESCO EXCHANGE TRADED FD T
44,612$1.8B0.10%
190
VEAVANGUARD TAX-MANAGED FDS
38,441$1.8B0.10%
191
IQLTISHARES TR
49,088$1.8B0.10%
192
PYPLPAYPAL HLDGS INC
21,308$1.8B0.10%
193
SCHFSCHWAB STRATEGIC TR
98,227$1.8B0.10%
194
PLTRPALANTIR TECHNOLOGIES INC
23,740$1.8B0.09%
195
BMYBRISTOL-MYERS SQUIBB CO
31,585$1.8B0.09%
196
GIGBGOLDMAN SACHS ETF TR
38,747$1.7B0.09%
197
NOWSERVICENOW INC
1,646$1.7B0.09%
198
PFEPFIZER INC
64,815$1.7B0.09%
199
UBERUBER TECHNOLOGIES INC
28,391$1.7B0.09%
200
EZMWISDOMTREE TR
27,086$1.7B0.09%
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