FLAGSHIP HARBOR ADVISORS, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$2.1B

Holdings

2,280

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,280 positions)

#StockSharesValue% PortfolioType
1
SPYVSTATE STREET
1,266,104$71.9M3.39%
2
SGOVISHARES 0-3
672,160$67.5M3.18%
3
NVDANVIDIA CORP
286,639$53.5M2.52%
4
AAPLAPPLE INC
190,104$51.7M2.44%
5
SPYSPDR S&P
69,092$47.1M2.22%
6
IUSVISHARES CORE
435,777$44.7M2.11%
7
VTIVANGUARD TOTAL
133,096$44.6M2.11%
8
SPYMSTATE STREET
540,842$43.4M2.05%
9
AGGISHARES CORE
429,099$42.9M2.02%
10
AMZNAMAZON COM
155,953$36.0M1.70%
11
MSFTMICROSOFT CORP
57,103$27.6M1.30%
12
JPSTJPMORGAN
494,963$25.0M1.18%
13
DIVIFRANKLIN INTL
551,061$21.4M1.01%
14
RSPINVESCO S&P
111,626$21.4M1.01%
15
SPSMSTATE STREET
425,333$19.9M0.94%
16
CLSECONVERGENCE LONG
705,459$19.3M0.91%
17
VIGVANGUARD DIVIDEND
87,657$19.3M0.91%
18
GOOGALPHABET INC
59,513$18.7M0.88%
19
BUFRFIRST TRUST
529,130$18.1M0.86%
20
AVGOBROADCOM INC
49,469$17.1M0.81%
21
VOOVANGUARD S&P
27,261$17.1M0.81%
22
TSLATESLA INC
37,776$17.0M0.80%
23
SPTISTATE STREET
588,379$17.0M0.80%
24
GOOGLALPHABET INC
53,124$16.6M0.78%
25
IVVISHARES CORE
23,649$16.2M0.76%
26
XLUSTATE STREET
373,177$15.9M0.75%
27
NDQINVESCO QQQ
25,577$15.7M0.74%
28
JPMJPMORGAN CHASE
48,614$15.7M0.74%
29
FTSMFIRST TRUST
242,953$14.6M0.69%
30
SPEMSPDR EMERGING
303,211$14.2M0.67%
31
METAMETA PLATFORMS
21,453$14.2M0.67%
32
XLVSTATE STREET
91,066$14.1M0.67%
33
BRK/BBERKSHIRE HATHAWAY
28,010$14.1M0.66%
34
VVISA INC
38,541$13.5M0.64%
35
VUGVANGUARD GROWTH
27,433$13.4M0.63%
36
CNEQALGER CONCENTRATED
387,071$13.3M0.63%
37
WTVWISDOMTREE U S
142,320$13.3M0.63%
38
XLFSTATE STREET
237,902$13.0M0.61%
39
BILSTATE STREET
139,969$12.8M0.60%
40
RDVYFIRST TRUST
162,537$11.3M0.53%
41
IJHISHARES CORE
167,176$11.0M0.52%
42
VYMVANGUARD HIGH
73,964$10.6M0.50%
43
SPGPINVESCO S&P
92,123$10.5M0.49%
44
SPMBSTATE STREET
466,219$10.4M0.49%
45
USFRWISDOMTREE FLOATING
207,659$10.4M0.49%
46
DGRWWISDOMTREE US
114,583$10.2M0.48%
47
GQ9SPDR GOLD
25,659$10.2M0.48%
48
SPIBSTATE STREET
300,314$10.2M0.48%
49
CGBLCAPITAL GROUP
284,093$10.0M0.47%
50
CGGRCAPITAL GROUP
219,195$9.7M0.46%
51
SPDWSPDR DEVELOPED
218,941$9.7M0.46%
52
GSYINVESCO ULTRA
186,865$9.4M0.44%
53
VBVANGUARD SMALL
35,907$9.3M0.44%
54
CGDGCAPITAL GROUP
207,414$9.1M0.43%
55
NFLXNETFLIX INC
94,042$8.8M0.42%
56
IGRCBRE GLOBAL
1,981,572$8.7M0.41%
57
PAAAPGIM AAA
167,889$8.6M0.41%
58
VFLOVICTORYSHARES FREE
213,675$8.4M0.40%
59
FTLSFIRST TRUST
117,827$8.4M0.39%
60
CEF/USPROTT PHYSICAL
181,263$8.3M0.39%
61
XLBSTATE STREET
182,300$8.3M0.39%
62
HELOJPMORGAN HEDGED
120,931$8.0M0.38%
63
ICLOINVESCO AAA
306,059$7.8M0.37%
64
FSKFS KKR
515,168$7.6M0.36%
65
JHMBJOHN HANCOCK
337,252$7.5M0.35%
66
VTVVANGUARD VALUE
38,834$7.4M0.35%
67
VVVANGUARD LARGE
23,389$7.4M0.35%
68
IJRISHARES CORE
60,661$7.3M0.34%
69
BUFQFIRST TRUST
203,140$7.3M0.34%
70
ICSHISHARES ULTRA
142,631$7.2M0.34%
71
BSTZBLACKROCK SCIENCE
315,818$7.1M0.34%
72
AIRRFIRST TRUST
72,605$7.1M0.34%
73
SHOPSHOPIFY INC
43,009$6.9M0.33%
74
BBYBEST BUY
101,130$6.8M0.32%
75
ABBVABBVIE INC
29,186$6.7M0.31%
76
FDVVFIDELITY HIGH
112,504$6.4M0.30%
77
PULSPGIM ULTRA
126,622$6.3M0.30%
78
QTUMDEFIANCE QUANTUM
57,117$6.3M0.30%
79
WMTWALMART INC
55,210$6.2M0.29%
80
XOMEXXON MOBIL
50,971$6.1M0.29%
81
JNJJOHNSON & JOHNSON
29,482$6.1M0.29%
82
HQLABRDN LIFE
363,381$6.1M0.29%
83
XLKSTATE STREET
42,294$6.1M0.29%
84
PPAINVESCO AEROSPACE
37,387$5.9M0.28%
85
SPTMSTATE STREET
70,950$5.9M0.28%
86
PGPROCTER & GAMBLE
40,657$5.8M0.27%
87
SCHDSCHWAB US
208,666$5.7M0.27%
88
MRKMERCK & COMPANY
54,139$5.7M0.27%
89
JSIJANUS HENDERSON
108,228$5.6M0.27%
90
CDXSIMPLIFY HIGH
252,039$5.6M0.26%
91
VXUSVANGUARD TOTAL
74,358$5.6M0.26%
92
RMTROYCE MICRO CAP TRUST
527,776$5.5M0.26%
93
SDYSTATE STREET
38,504$5.4M0.25%
94
QGROAMERICAN CENTURY
46,122$5.3M0.25%
95
TBILU S TREASURY
105,865$5.3M0.25%
96
GLDMSPDR GOLD
60,602$5.2M0.24%
97
COWGPACER US
146,928$5.2M0.24%
98
QQQMINVESCO NASDAQ
20,419$5.2M0.24%
99
HDHOME DEPOT
14,963$5.1M0.24%
100
LLYELI LILLY
4,782$5.1M0.24%
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