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Asset Manager ← All Institutions

FLAGSHIP HARBOR ADVISORS, LLC

346 COMMERCIAL STREET, BOSTON, MA 02109 • 857-350-4229

Q4 2025 · Filed 2026-01-21
Market Value
$2.1B
-7.9%
Holdings
2,262
+1,436
New Purchases
1,471
Added To
258
Closed
50
Reduced
463
Top 10 Concentration
23.8%
Turnover
67.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYV 3.40% 2.82% +0.58% $72M
SGOV 3.19% 2.62% +0.58% $67M
XLV 0.67% 0.18% +0.48% $14M
XLB 0.39% 0.03% +0.36% $8M
QQQ 0.74% 0.40% +0.34% $16M
IUSV 2.11% 1.78% +0.34% $45M
DIVI 1.01% 0.73% +0.29% $21M
SPSM 0.94% 0.68% +0.26% $20M
AGG 2.03% 1.77% +0.26% $43M
VTI 2.11% 1.91% +0.20% $45M
MGK 0.19% 0.02% +0.18% $4M
GOOGL 0.79% 0.61% +0.17% $17M
RDVY 0.53% 0.39% +0.15% $11M
CLSE 0.91% 0.77% +0.15% $19M
GLD 0.48% 0.34% +0.14% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 0.00% 4.18% -4.18% $0
USFR 0.49% 1.50% -1.00% $10M
SPAB 0.09% 0.60% -0.51% $2M
SPBO 0.00% 0.46% -0.46% $0
XLE 0.19% 0.58% -0.39% $4M
XLRE 0.08% 0.42% -0.34% $2M
RING 0.00% 0.30% -0.30% $0
MSFT 1.31% 1.59% -0.28% $28M
IJR 0.34% 0.59% -0.25% $7M
NVDA 2.53% 2.76% -0.23% $53M
SPLV 0.17% 0.38% -0.22% $4M
SPMD 0.20% 0.36% -0.15% $4M
IEFA 0.00% 0.15% -0.15% $0
META 0.67% 0.82% -0.15% $14M
ISRG 0.04% 0.18% -0.14% $834K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 77.1%
Technology 8.5%
Consumer Cyclical 3.2%
Communication Services 2.9%
Healthcare 2.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $601M 28.4%
Large Cap 803 $973M 46.0%
Mid Cap 663 $318M 15.0%
Small Cap 535 $173M 8.2%
Micro Cap 184 $50M 2.4%

Portfolio Analytics

Avg Market Cap
$45.8B
Median Market Cap
$5.2B
Avg P/E
31.5
Median P/E
21.0
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
1,354
# ETFs / Funds
908

Top Holdings (2,262 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPYV 3.40% 1,266,104 $72M $56.81 $7M +94,708 +8.1%
2 SGOV 3.19% 672,160 $67M $100.38 $7M +76,190 +12.8%
3 NVDA 2.53% 286,639 $53M $186.50 -$10M -53,146 -15.6%
4 AAPL 2.44% 190,104 $52M $271.86 -$5M -34,380 -15.3%
5 SPY 2.23% 69,092 $47M $681.93 -$6M -11,083 -13.8%
6 IUSV 2.11% 435,777 $45M $102.54 $4M +27,704 +6.8%
7 VTI 2.11% 133,096 $45M $335.27 $747K -605 -0.5%
8 SPLG 2.05% 540,842 $43M $80.22 -$4M -62,617 -10.4%
9 AGG 2.03% 429,099 $43M $99.88 $2M +24,190 +6.0%
10 AMZN 1.70% 155,953 $36M $230.82 -$4M -26,784 -14.7%
11 MSFT 1.31% 57,103 $28M $483.63 -$9M -13,347 -18.9%
12 JPST 1.18% 494,963 $25M $50.59 -$2M -42,953 -8.0%
13 DIVI 1.01% 551,061 $21M $38.89 $5M +103,598 +23.1%
14 RSP 1.01% 111,626 $21M $191.56 $1M +6,622 +6.3%
15 SPSM 0.94% 425,333 $20M $46.86 $4M +87,596 +25.9%
16 CLSE 0.91% 705,459 $19M $27.33 $2M +30,205 +4.5%
17 VIG 0.91% 87,657 $19M $219.78 $602K +1,169 +1.4%
18 GOOG 0.88% 59,513 $19M $313.80 -$3M -27,983 -32.0%
19 BUFR 0.86% 529,130 $18M $34.26 $2M +32,416 +6.5%
20 AVGO 0.81% 49,469 $17M $346.10 -$372K -3,555 -6.7%
21 VOO 0.81% 27,261 $17M $627.15 $804K +655 +2.5%
22 TSLA 0.80% 37,776 $17M $449.72 -$484K -1,513 -3.9%
23 SPTI 0.80% 588,379 $17M $28.84 $784K +28,358 +5.1%
24 GOOGL 0.79% 53,124 $17M $313.00 $3M -4,794 -8.3%
25 IVV 0.77% 23,649 $16M $684.96 $961K +882 +3.9%
26 XLU 0.75% 373,177 $16M $42.69 $829K +200,011 +115.5%
27 QQQ 0.74% 25,577 $16M $614.32 $7M +10,278 +67.2%
28 JPM 0.74% 48,614 $16M $322.22 $112K -692 -1.4%
29 FTSM 0.69% 242,953 $15M $59.93 $2M +26,335 +12.2%
30 SPEM 0.67% 303,211 $14M $46.81 $2M +36,087 +13.5%
31 META 0.67% 21,453 $14M $660.12 -$5M -4,069 -15.9%
32 XLV 0.67% 91,066 $14M $154.80 $10M +60,927 +202.2%
33 BRK-B 0.67% 28,010 $14M $502.66 -$57K -109 -0.4%
34 V 0.64% 38,541 $14M $350.72 -$414K -2,267 -5.6%
35 VUG 0.63% 27,433 $13M $487.88 $202K -52 -0.2%
36 CNEQ 0.63% 387,071 $13M $34.38 $501K +22,874 +6.3%
37 WTV 0.63% 142,320 $13M $93.30 $804K +5,253 +3.8%
38 XLF 0.62% 237,902 $13M $54.77 -$1M -28,114 -10.6%
39 BIL 0.60% 139,969 $13M $91.38 -$2M -19,568 -12.3%
40 RDVY 0.53% 162,537 $11M $69.47 $2M +30,610 +23.2%
41 IJH 0.52% 167,176 $11M $66.00 $1M +19,934 +13.5%
42 VYM 0.50% 73,964 $11M $143.52 $277K +617 +0.8%
43 SPGP 0.50% 92,123 $10M $113.86 $379K +3,140 +3.5%
44 SPMB 0.49% 466,219 $10M $22.41 $775K +35,035 +8.1%
45 USFR 0.49% 207,659 $10M $50.32 -$24M -476,498 -69.7%
46 DGRW 0.48% 114,583 $10M $89.43 $164K +1,244 +1.1%
47 GLD 0.48% 25,659 $10M $396.31 $2M +3,942 +18.1%
48 SPIB 0.48% 300,314 $10M $33.81 $623K +19,084 +6.8%
49 CGBL 0.47% 284,093 $10M $35.33 $2M +63,664 +28.9%
50 CGGR 0.46% 219,195 $10M $44.47 $399K +6,337 +3.0%
51 SPDW 0.46% 218,941 $10M $44.41 -$4M -91,907 -29.6%
52 GSY 0.44% 186,865 $9M $50.25 $783K +15,532 +9.1%
53 VB 0.44% 35,907 $9M $257.96 -$109K -947 -2.6%
54 CGDV 0.43% 207,414 $9M $43.64 $776K +10,523 +5.3%
55 NFLX 0.42% 94,042 $9M $93.76 -$4M +83,616 +802.0%
56 IGR 0.41% 1,981,572 $9M $4.38 -$1M +16,466 +0.8%
57 PAAA 0.41% 167,889 $9M $51.26 -$1M -28,201 -14.4%
58 VFLO 0.40% 213,675 $8M $39.38 $745K +9,170 +4.5%
59 FTLS 0.40% 117,827 $8M $70.99 $326K +2,914 +2.5%
60 CEF 0.39% 181,263 $8M $45.80 $2M -2,297 -1.2%
61 XLB 0.39% 182,300 $8M $45.35 $8M +174,748 +2313.9%
62 HELO 0.38% 120,931 $8M $66.43 -$607K -12,001 -9.0%
63 ICLO 0.37% 306,059 $8M $25.55 $544K +21,944 +7.7%
64 FSK 0.36% 515,168 $8M $14.81 $67K +8,623 +1.7%
65 JHMB 0.35% 337,252 $7M $22.16 $518K +22,960 +7.3%
66 VTV 0.35% 38,834 $7M $190.99 $299K +668 +1.8%
67 VV 0.35% 23,389 $7M $314.81 $118K -144 -0.6%
68 IJR 0.34% 60,661 $7M $120.18 -$6M -54,077 -47.1%
69 BUFQ 0.34% 203,140 $7M $35.84 $935K +21,000 +11.5%
70 ICSH 0.34% 142,631 $7M $50.58 -$859K -16,450 -10.3%
71 BSTZ 0.34% 315,818 $7M $22.61 -$12K -6,973 -2.2%
72 AIRR 0.34% 72,605 $7M $98.32 $2M +18,773 +34.9%
73 SHOP 0.33% 43,009 $7M $160.97 $219K -2,106 -4.7%
74 BBY 0.32% 101,130 $7M $66.93 -$883K -50 -0.1%
75 ABBV 0.32% 29,186 $7M $228.50 -$1M -4,127 -12.4%
76 FDVV 0.30% 112,504 $6M $56.69 $432K +5,768 +5.4%
77 PULS 0.30% 126,622 $6M $49.59 -$908K -17,611 -12.2%
78 QTUM 0.30% 57,117 $6M $109.66 $357K +815 +1.4%
79 WMT 0.29% 55,210 $6M $111.41 -$497K -9,294 -14.4%
80 XOM 0.29% 50,971 $6M $120.34 $197K -1,682 -3.2%
81 JNJ 0.29% 29,482 $6M $206.95 $609K -139 -0.5%
82 HQL 0.29% 363,381 $6M $16.78 $559K +6,257 +1.8%
83 XLK 0.29% 42,294 $6M $143.97 -$87K +20,382 +93.0%
84 PPA 0.28% 37,387 $6M $156.63 $323K +1,792 +5.0%
85 SPTM 0.28% 70,950 $6M $82.50 $23K -1,342 -1.9%
86 PG 0.28% 40,657 $6M $143.31 -$1M -5,596 -12.1%
87 SCHD 0.27% 208,666 $6M $27.43 $273K +9,015 +4.5%
88 MRK 0.27% 54,139 $6M $105.26 $707K -5,338 -9.0%
89 JSI 0.27% 108,228 $6M $52.06 $113K +2,591 +2.5%
90 CDX 0.27% 252,039 $6M $22.27 -$24K +5,986 +2.4%
91 VXUS 0.27% 74,358 $6M $75.44 $298K +2,055 +2.8%
92 RMT 0.26% 527,776 $6M $10.43 $138K +11,218 +2.2%
93 SDY 0.25% 38,504 $5M $139.16 -$93K -423 -1.1%
94 QGRO 0.25% 46,122 $5M $114.52 -$26K -272 -0.6%
95 TBIL 0.25% 105,865 $5M $49.88 -$968K -19,111 -15.3%
96 GLDM 0.24% 60,602 $5M $85.37 -$2M -28,105 -31.7%
97 COWG 0.24% 146,928 $5M $35.21 $111K +7,478 +5.4%
98 QQQM 0.24% 20,419 $5M $252.93 $46K -295 -1.4%
99 HD 0.24% 14,963 $5M $344.12 -$1M -1,289 -7.9%
100 LLY 0.24% 4,782 $5M $1,074.74 $307K -1,552 -24.5%

New Positions

SymbolValue% Port
ALAB $2M 0.12%
AKRE $2M 0.10%
VGSH $1M 0.06%
COPX $1M 0.05%
XLSR $1M 0.05%
FV $1M 0.05%
PSN $845K 0.04%
FDN $568K 0.03%
FXU $562K 0.03%
SOLS $546K 0.03%
CERY $492K 0.02%
HEFA $431K 0.02%
AVSC $427K 0.02%
BKGI $387K 0.02%
CSHI $379K 0.02%

Sold Out Positions

SymbolValue% Port
HRB —%
CX —%
BEPC —%
WMK —%
CMC —%
PM —%
EVR —%
UL —%
JLL —%
CACI —%
RGA —%
R —%
VRT —%
UNM —%
AWK —%
View SEC EDGAR Filings for FLAGSHIP HARBOR ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms