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Asset Manager ← All Institutions

FLAGSHIP HARBOR ADVISORS, LLC

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

Q1 2026 · Filed 2026-04-28
Market Value
$2.3B
+7.3%
Holdings
2,251
-11
New Purchases
39
Added To
381
Closed
1,537
Reduced
265
Top 10 Concentration
26.0%
Turnover
70.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 5.59% 0.00% +5.59% $127M
SPBO 0.50% 0.00% +0.50% $11M
XLP 0.52% 0.05% +0.47% $12M
SGOV 3.62% 3.19% +0.43% $82M
ITOT 0.55% 0.12% +0.43% $12M
ALLW 0.39% 0.00% +0.39% $9M
RING 0.37% 0.00% +0.37% $8M
PDBA 0.32% 0.00% +0.32% $7M
CGBL 0.78% 0.47% +0.31% $18M
XLK 0.57% 0.29% +0.28% $13M
ECAT 0.33% 0.06% +0.27% $8M
JPST 1.43% 1.18% +0.24% $32M
IXUS 0.35% 0.11% +0.24% $8M
SPHD 0.22% 0.03% +0.19% $5M
SPIP 0.34% 0.18% +0.16% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 0.43% 1.01% -0.58% $10M
XLV 0.15% 0.67% -0.52% $3M
AGG 1.64% 2.03% -0.38% $37M
FTLS 0.02% 0.40% -0.38% $435K
FSK 0.00% 0.36% -0.36% $0
XLU 0.39% 0.75% -0.36% $9M
NVDA 2.18% 2.53% -0.35% $49M
HELO 0.04% 0.38% -0.34% $895K
AAPL 2.13% 2.44% -0.31% $48M
MSFT 1.03% 1.31% -0.28% $23M
IUSV 1.84% 2.11% -0.28% $42M
AMZN 1.43% 1.70% -0.27% $33M
SPY 1.99% 2.23% -0.24% $45M
VTI 1.87% 2.11% -0.24% $42M
BIL 0.41% 0.60% -0.19% $9M

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 78 $578M 25.5%
Large Cap 788 $1.1B 49.0%
Mid Cap 659 $316M 13.9%
Small Cap 535 $202M 8.9%
Micro Cap 191 $62M 2.7%

Portfolio Analytics

Avg Market Cap
$45.9B
Median Market Cap
$5.1B
Avg P/E
31.7
Median P/E
21.3
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
1,332
# ETFs / Funds
919

Top Holdings (2,251 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPYG 5.59% 1,295,429 $127M $97.91 +1,295,429 NEW
2 SGOV 3.62% 816,499 $82M $100.66 $15M +144,339 +21.5%
3 SPYV 3.25% 1,301,850 $74M $56.58 $2M +35,746 +2.8%
4 NVDA 2.18% 283,457 $49M $174.40 -$4M -3,182 -1.1%
5 AAPL 2.13% 190,430 $48M $253.79 -$3M +326 +0.2%
6 SPY 1.99% 69,294 $45M $650.34 -$2M +202 +0.3%
7 SPLG 1.93% 571,822 $44M $76.54 $381K +30,980 +5.7%
8 VTI 1.87% 132,426 $42M $320.81 -$2M -670 -0.5%
9 IUSV 1.84% 407,856 $42M $102.25 -$3M -27,921 -6.4%
10 AGG 1.64% 375,840 $37M $99.27 -$6M -53,259 -12.4%
11 AMZN 1.43% 156,142 $33M $208.27 -$3M +189 +0.1%
12 JPST 1.43% 640,765 $32M $50.61 $7M +145,802 +29.5%
13 MSFT 1.03% 62,923 $23M $370.17 -$4M +5,820 +10.2%
14 DIVI 1.00% 567,769 $23M $39.81 $1M +16,708 +3.0%
15 CLSE 0.95% 762,790 $21M $28.14 $2M +57,331 +8.1%
16 VIG 0.83% 87,449 $19M $215.06 -$459K -208 -0.2%
17 BUFR 0.82% 552,911 $19M $33.77 $544K +23,781 +4.5%
18 CGBL 0.78% 516,912 $18M $34.41 $8M +232,819 +82.0%
19 SPEM 0.78% 378,755 $18M $46.91 $4M +75,544 +24.9%
20 IVV 0.78% 27,183 $18M $653.20 $2M +3,534 +14.9%
21 GOOG 0.78% 61,797 $18M $286.86 -$948K +2,284 +3.8%
22 SPSM 0.76% 359,055 $17M $48.32 -$3M -66,278 -15.6%
23 VOO 0.76% 28,902 $17M $597.55 $174K +1,641 +6.0%
24 SPTI 0.74% 584,107 $17M $28.66 -$228K -4,272 -0.7%
25 GOOGL 0.68% 53,928 $16M $287.56 -$1M +804 +1.5%
26 AVGO 0.67% 49,317 $15M $309.51 -$2M -152 -0.3%
27 FTSM 0.66% 250,090 $15M $59.78 $390K +7,137 +2.9%
28 JPM 0.64% 49,619 $15M $294.16 -$1M +1,005 +2.1%
29 QQQ 0.64% 25,125 $15M $577.18 -$1M -452 -1.8%
30 WTV 0.63% 151,627 $14M $94.73 $1M +9,307 +6.5%
31 TSLA 0.63% 38,462 $14M $371.75 -$3M +686 +1.8%
32 BRK-B 0.60% 28,191 $14M $479.19 -$570K +181 +0.7%
33 XLK 0.57% 97,751 $13M $132.90 $7M +55,457 +131.1%
34 CNEQ 0.56% 411,060 $13M $31.12 -$515K +23,989 +6.2%
35 ITOT 0.55% 87,166 $12M $142.43 $10M +70,160 +412.6%
36 IJH 0.55% 183,763 $12M $67.53 $1M +16,587 +9.9%
37 META 0.54% 21,351 $12M $572.12 -$2M -102 -0.5%
38 GLD 0.52% 27,620 $12M $430.29 $2M +1,961 +7.6%
39 XLP 0.52% 143,121 $12M $81.98 $11M +130,136 +1002.2%
40 VUG 0.52% 26,797 $12M $436.79 -$2M -636 -2.3%
41 V 0.51% 38,660 $12M $302.24 -$2M +119 +0.3%
42 SPBO 0.50% 393,741 $11M $29.03 +393,741 NEW
43 RDVY 0.50% 165,750 $11M $68.28 $26K +3,213 +2.0%
44 XLF 0.50% 228,762 $11M $49.37 -$2M -9,140 -3.8%
45 SPGP 0.50% 104,888 $11M $107.62 $799K +12,765 +13.9%
46 SPIB 0.49% 330,474 $11M $33.54 $930K +30,160 +10.0%
47 VYM 0.49% 74,438 $11M $148.10 $409K +474 +0.6%
48 CGDV 0.45% 240,504 $10M $42.54 $1M +33,090 +15.9%
49 SPDW 0.45% 222,749 $10M $45.65 $445K +3,808 +1.7%
50 IGR 0.43% 2,234,353 $10M $4.39 $1M +252,781 +12.8%
51 RSP 0.43% 50,594 $10M $191.92 -$12M -61,032 -54.7%
52 GSY 0.42% 189,324 $9M $50.12 $99K +2,459 +1.3%
53 CGGR 0.42% 235,402 $9M $40.19 -$287K +16,207 +7.4%
54 ICLO 0.42% 370,758 $9M $25.51 $2M +64,699 +21.1%
55 VB 0.41% 35,848 $9M $261.92 $127K -59 -0.2%
56 XLB 0.41% 187,036 $9M $49.97 $1M +4,736 +2.6%
57 BIL 0.41% 101,867 $9M $91.64 -$3M -38,102 -27.2%
58 DGRW 0.40% 104,374 $9M $87.84 -$1M -10,209 -8.9%
59 VFLO 0.40% 228,303 $9M $39.48 $599K +14,628 +6.8%
60 JHMB 0.40% 407,997 $9M $22.01 $2M +70,745 +21.0%
61 NFLX 0.40% 93,360 $9M $96.15 $159K -682 -0.7%
62 XLU 0.39% 195,023 $9M $45.89 -$7M -178,154 -47.7%
63 XOM 0.39% 52,446 $9M $169.66 $3M +1,475 +2.9%
64 ALLW 0.39% 306,806 $9M $28.85 +306,806 NEW
65 USFR 0.39% 174,287 $9M $50.34 -$2M -33,372 -16.1%
66 SPMB 0.39% 390,465 $9M $22.39 -$2M -75,754 -16.2%
67 VTV 0.38% 43,735 $9M $196.20 $1M +4,901 +12.6%
68 CEF 0.38% 178,861 $9M $47.72 $233K -2,402 -1.3%
69 RING 0.37% 105,319 $8M $78.98 +105,319 NEW
70 PAAA 0.36% 161,270 $8M $51.18 -$352K -6,619 -3.9%
71 ICSH 0.36% 162,966 $8M $50.62 $1M +20,335 +14.3%
72 IXUS 0.35% 92,552 $8M $86.64 $6M +64,517 +230.1%
73 IJR 0.35% 63,136 $8M $124.31 $558K +2,475 +4.1%
74 SPIP 0.34% 299,225 $8M $26.01 $4M +153,099 +104.8%
75 ECAT 0.33% 558,506 $8M $13.58 $6M +470,048 +531.4%
76 PULS 0.33% 151,385 $7M $49.50 $1M +24,763 +19.6%
77 JNJ 0.33% 30,650 $7M $244.44 $1M +1,168 +4.0%
78 SCHD 0.32% 234,886 $7M $30.68 $1M +26,220 +12.6%
79 PDBA 0.32% 196,728 $7M $36.47 +196,728 NEW
80 VV 0.31% 23,641 $7M $298.84 -$298K +252 +1.1%
81 AIRR 0.31% 63,341 $7M $110.78 -$122K -9,264 -12.8%
82 BSTZ 0.31% 315,207 $7M $22.15 -$159K -611 -0.2%
83 WMT 0.30% 55,020 $7M $124.28 $687K -190 -0.3%
84 JSI 0.29% 128,870 $7M $51.55 $1M +20,642 +19.1%
85 QTUM 0.29% 60,937 $7M $107.30 $275K +3,820 +6.7%
86 BBY 0.29% 101,130 $6M $64.20 -$276K
87 BUFQ 0.28% 181,361 $6M $35.32 -$875K -21,779 -10.7%
88 ABBV 0.28% 29,008 $6M $217.49 -$360K -178 -0.6%
89 SPTM 0.28% 78,951 $6M $79.06 $388K +8,001 +11.3%
90 HQL 0.27% 382,717 $6M $16.27 $129K +19,336 +5.3%
91 CVX 0.27% 29,599 $6M $206.90 $2M -35 -0.1%
92 CDX 0.27% 286,313 $6M $21.34 $497K +34,274 +13.6%
93 MRK 0.27% 50,710 $6M $120.29 $401K -3,429 -6.3%
94 RMT 0.26% 528,385 $6M $11.31 $471K +609 +0.1%
95 PG 0.26% 41,099 $6M $144.44 $110K +442 +1.1%
96 GLDM 0.26% 63,555 $6M $92.69 $717K +2,953 +4.9%
97 COWG 0.26% 173,186 $6M $33.74 $670K +26,258 +17.9%
98 VXUS 0.25% 74,027 $6M $77.11 $99K -331 -0.5%
99 PPA 0.25% 34,448 $6M $165.70 -$148K -2,939 -7.9%
100 QQQM 0.24% 23,237 $6M $237.62 $357K +2,818 +13.8%

Options Breakdown

5 Calls $220K Call Value 1 Puts $43K Put Value 0.2 P/C Ratio

Top Calls

SymbolSharesValueStatus
AVGO 2,500 $162K NEW
TOST 10,000 $55K NEW
SHOP 100 $2K NEW
AXON 100 $1K NEW
META 2,000 $500 NEW

Top Puts

SymbolSharesValueStatus
SPY 3,000 $43K NEW

New Positions

SymbolValue% Port
SPYG $127M 5.59%
SPBO $11M 0.50%
ALLW $9M 0.39%
RING $8M 0.37%
PDBA $7M 0.32%
IEFA $4M 0.16%
GSEW $3M 0.12%
FLLA $2M 0.11%
VONE $2M 0.09%
BLCR $2M 0.08%
OILK $2M 0.07%
ADBE $2M 0.07%
AFK $1M 0.06%
TCAF $1M 0.06%
IQLT $1M 0.05%

Sold Out Positions

SymbolValue% Port
21P.F —%
AME —%
ESTC —%
YUM —%
AVB —%
NVT —%
WT —%
GDV —%
IBP —%
ATR —%
AIR —%
ATEN —%
ACI —%
ARW —%
PDI —%
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