FLAGSHIP HARBOR ADVISORS, LLC Q1 2018 Filing

Filed April 24, 2018

Portfolio Value

$336.4B

Holdings

363

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (363 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
94,262$12.5B3.71%
2
AAPLAPPLE INC
60,191$10.0B2.99%
3
AMZNAMAZON COM INC
6,589$9.0B2.69%
4
VBVANGUARD INDEX FDS
46,576$6.7B1.98%
5
IJRISHARES TR
65,386$4.9B1.46%
6
SDYSPDR SERIES TRUST
50,182$4.5B1.33%
7
HQLTEKLA LIFE SCIENCES INVS
231,232$4.3B1.27%
8
POWERSHARES QQQ TRUST
26,737$4.2B1.24%
9
VUGVANGUARD INDEX FDS
27,794$3.8B1.14%
10
JNJJOHNSON & JOHNSON
30,655$3.8B1.13%
11
MTUMISHARES TR
36,965$3.8B1.13%
12
TAT&T INC
104,132$3.7B1.09%
13
VVISA INC
30,437$3.6B1.07%
14
HDVISHARES TR
40,683$3.4B1.00%
15
GQ9SPDR GOLD TRUST
26,408$3.4B1.00%
16
MSFTMICROSOFT CORP
36,152$3.2B0.95%
17
PKWUSDPOWERSHARES ETF TRUST
57,491$3.2B0.95%
18
USMVISHARES TR
61,695$3.1B0.94%
19
VIGVANGUARD GROUP
31,811$3.1B0.93%
20
VEUVANGUARD INTL EQUITY INDEX F
58,359$3.1B0.93%
21
POWERSHARES ETF TR II
66,727$3.1B0.92%
22
VYMVANGUARD WHITEHALL FDS INC
37,253$3.0B0.89%
23
XOMEXXON MOBIL CORP
40,770$3.0B0.89%
24
METAFACEBOOK INC
18,914$2.9B0.88%
25
EMFTEMPLETON EMERGING MKTS FD I
178,900$2.9B0.85%
26
COMTISHARES US ETF TR
78,693$2.9B0.85%
27
EZMWISDOMTREE TR
73,712$2.8B0.83%
28
RMTROYCE MICRO-CAP TR INC
297,496$2.7B0.81%
29
ACWVISHARES INC
32,891$2.7B0.81%
30
BNDVANGUARD BD INDEX FD INC
32,468$2.6B0.77%
31
HDHOME DEPOT INC
14,871$2.6B0.77%
32
JPMJPMORGAN CHASE & CO
23,554$2.5B0.76%
33
VWOVANGUARD INTL EQUITY INDEX F
53,047$2.5B0.73%
34
VOOVANGUARD INDEX FDS
10,226$2.4B0.72%
35
PGPROCTER AND GAMBLE CO
30,359$2.4B0.70%
36
GOOGALPHABET INC
2,321$2.3B0.69%
37
PHTPIONEER HIGH INCOME TR
246,652$2.3B0.68%
38
IVVISHARES TR
8,762$2.3B0.68%
39
NFLXNETFLIX INC
8,091$2.3B0.67%
40
VEAVANGUARD TAX MANAGED INTL FD
51,817$2.3B0.67%
41
RYDEX ETF TRUST
20,188$2.2B0.64%
42
VCSHVANGUARD SCOTTSDALE FDS
26,906$2.1B0.63%
43
BACVERIZON COMMUNICATIONS INC
43,889$2.1B0.62%
44
DISDISNEY WALT CO
20,798$2.1B0.61%
45
TRVCCITIGROUP INC
29,787$2.0B0.60%
46
IGRCBRE CLARION GLOBAL REAL EST
277,542$2.0B0.60%
47
NVDANVIDIA CORP
8,414$1.9B0.55%
48
PFEPFIZER INC
52,939$1.9B0.55%
49
IBMINTERNATIONAL BUSINESS MACHS
12,297$1.8B0.55%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
8,902$1.7B0.52%
51
BLACKROCK MUNI INCOME INV QL
124,419$1.7B0.52%
52
STEWBOULDER GROWTH & INCOME FD I
163,996$1.7B0.52%
53
VOVANGUARD INDEX FDS
11,395$1.7B0.51%
54
IEMGISHARES INC
29,284$1.7B0.50%
55
XPHDXPIONEER FLOATING RATE TR
141,869$1.6B0.49%
56
KAYNE ANDERSON ENRGY TTL RT
193,037$1.6B0.49%
57
BABOEING CO
5,025$1.6B0.48%
58
MRKMERCK & CO INC
30,029$1.6B0.48%
59
SPYSPDR S&P 500 ETF TR
6,140$1.6B0.47%
60
XAWFXALLIANCEBERNSTEIN GBL HGH IN
129,517$1.6B0.46%
61
IJHISHARES TR
8,262$1.5B0.45%
62
INTCINTEL CORP
30,708$1.5B0.45%
63
AQLTISHARES TR
22,972$1.5B0.44%
64
AQLTISHARES TR
15,860$1.5B0.44%
65
QDFFLEXSHARES TR
34,109$1.5B0.44%
66
PYPLPAYPAL HLDGS INC
18,859$1.4B0.43%
67
GEGENERAL ELECTRIC CO
108,190$1.4B0.42%
68
ABBVABBVIE INC
15,484$1.4B0.42%
69
DOWDUPONT INC
22,674$1.4B0.42%
70
GOOGLALPHABET INC
1,399$1.4B0.42%
71
MMM3M CO
6,278$1.3B0.40%
72
POWERSHARES ETF TR II
35,978$1.3B0.39%
73
TIPISHARES TR
11,594$1.3B0.39%
74
XFEBFIRST TRUST SPECIALTY FINANC
212,168$1.3B0.38%
75
VTVANGUARD INTL EQUITY INDEX F
17,478$1.3B0.38%
76
MOALTRIA GROUP INC
20,211$1.2B0.36%
77
SUSAISHARES TR
11,157$1.2B0.36%
78
BACBANK AMER CORP
40,121$1.2B0.35%
79
LQDISHARES TR
10,008$1.2B0.35%
80
PEPPEPSICO INC
10,885$1.2B0.35%
81
DGROISHARES TR
34,863$1.2B0.34%
82
LVHDLEGG MASON ETF INVESTMENT TR
39,794$1.2B0.34%
83
XLFSELECT SECTOR SPDR TR
42,362$1.1B0.34%
84
NPFINUVEEN PFD & INCM SECURTIES
116,813$1.1B0.34%
85
VNQVANGUARD INDEX FDS
15,135$1.1B0.33%
86
IVWISHARES TR
7,291$1.1B0.33%
87
RWOSPDR INDEX SHS FDS
24,065$1.1B0.33%
88
CLCOLGATE PALMOLIVE CO
15,665$1.1B0.33%
89
CSCOCISCO SYS INC
25,991$1.1B0.32%
90
NUVEEN ALL CAP ENE MLP OPPO
151,932$1.1B0.32%
91
CVXCHEVRON CORP NEW
9,439$1.1B0.31%
92
QAIINDEXIQ ETF TR
34,727$1.1B0.31%
93
XPOXPO LOGISTICS INC
10,708$1.0B0.31%
94
BABAALIBABA GROUP HLDG LTD
5,719$1.0B0.30%
95
UNHUNITEDHEALTH GROUP INC
4,628$1.0B0.30%
96
MCDMCDONALDS CORP
6,296$999.0M0.30%
97
VGKVANGUARD INTL EQUITY INDEX F
17,303$993.0M0.30%
98
VXUSVANGUARD STAR FD
17,740$987.0M0.29%
99
VCITVANGUARD SCOTTSDALE FDS
11,593$980.0M0.29%
100
AGGISHARES TR
9,095$968.0M0.29%
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