Long-term investor

Flagship Private Wealth, LLC @flagshipprivatewealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842560).

Record

  • Tracked since 2025-06-30 (446 days), 87 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.3% · 6 months n/a · 1 year +17.8% · all +17.8%
  • Max drawdown n/a · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 12.9% · long · since 2025-06-30
  • 78462F103 · 6.3% · long · since 2025-06-30
  • 464287572 · 5.3% · long · since 2025-06-30
  • 46090E103 · 4.3% · long · since 2025-09-30
  • 46432F339 · 4.0% · long · since 2025-06-30
  • 46429B697 · 3.5% · long · since 2025-06-30
  • 464287150 · 3.4% · long · since 2025-06-30
  • 92204A702 · 3.4% · long · since 2025-06-30
  • 464287507 · 3.3% · long · since 2025-06-30
  • 46137V241 · 3.3% · long · since 2025-09-30
  • 46436E718 · 3.0% · long · since 2025-09-30
  • 464287291 · 2.4% · long · since 2025-06-30

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