FLAGSHIP HARBOR ADVISORS, LLC Q4 2022 Filing

Filed January 13, 2023

Portfolio Value

$975.5B

Holdings

608

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (608 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
181,375$34K0.00%
2
AAPLAPPLE INC
221,214$28K0.00%
3
SPYGSPDR SER TR
449,468$22K0.00%
4
SPYVSPDR SER TR
529,839$20K0.00%
5
SPYSPDR S&P 500 ETF TR
42,602$16K0.00%
6
AMZNAMAZON COM INC
179,308$15K0.00%
7
VIGVANGUARD SPECIALIZED FUNDS
94,596$14K0.00%
8
MSFTMICROSOFT CORP
54,485$13K0.00%
9
SPTSSPDR SER TR
438,523$12K0.00%
10
CCORLISTED FD TR
383,713$12K0.00%
11
CSTKINVESCO ACTIVELY MANAGED ETF
363,080$11K0.00%
12
JPSTJ P MORGAN EXCHANGE TRADED F
224,647$11K0.00%
13
VBVANGUARD INDEX FDS
64,641$11K0.00%
14
VOOVANGUARD INDEX FDS
25,880$9K0.00%
15
VUGVANGUARD INDEX FDS
41,591$8K0.00%
16
SPLVINVESCO EXCH TRADED FD TR II
121,973$7K0.00%
17
XLKSELECT SECTOR SPDR TR
62,697$7K0.00%
18
VYMVANGUARD WHITEHALL FDS
65,788$7K0.00%
19
XLFSELECT SECTOR SPDR TR
216,070$7K0.00%
20
VVISA INC
38,456$7K0.00%
21
IJRISHARES TR
64,835$6K0.00%
22
GOOGALPHABET INC
74,898$6K0.00%
23
CDCVICTORY PORTFOLIOS II
111,090$6K0.00%
24
HDHOME DEPOT INC
19,444$6K0.00%
25
SPYMSPDR SER TR
139,147$6K0.00%
26
XLVSELECT SECTOR SPDR TR
49,921$6K0.00%
27
SDYSPDR SER TR
55,421$6K0.00%
28
TSLATESLA INC
54,816$6K0.00%
29
SPTLSPDR SER TR
224,045$6K0.00%
30
SPSBSPDR SER TR
195,860$5K0.00%
31
KBESPDR SER TR
114,956$5K0.00%
32
PBUSINVESCO EXCH TRADED FD TR II
150,175$5K0.00%
33
DGRWWISDOMTREE TR
91,603$5K0.00%
34
PGPROCTER AND GAMBLE CO
33,991$5K0.00%
35
JPMJPMORGAN CHASE & CO
43,130$5K0.00%
36
XLCSELECT SECTOR SPDR TR
117,550$5K0.00%
37
IBBISHARES TR
38,086$5K0.00%
38
BNDVANGUARD BD INDEX FDS
79,085$5K0.00%
39
NVDANVIDIA CORPORATION
39,593$5K0.00%
40
SPABSPDR SER TR
231,622$5K0.00%
41
JNJJOHNSON & JOHNSON
32,662$5K0.00%
42
HQLTEKLA LIFE SCIENCES INVS
367,485$5K0.00%
43
FBNDFIDELITY MERRIMACK STR TR
94,008$4K0.00%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
13,276$4K0.00%
45
SPTMSPDR SER TR
97,800$4K0.00%
46
USMVISHARES TR
56,941$4K0.00%
47
SMOGVANECK ETF TRUST
39,809$4K0.00%
48
NDQINVESCO QQQ TR
17,928$4K0.00%
49
ABBVABBVIE INC
30,253$4K0.00%
50
CVXCHEVRON CORP NEW
22,683$4K0.00%
51
MRKMERCK & CO INC
40,333$4K0.00%
52
FSKFS KKR CAP CORP
237,871$4K0.00%
53
AGGISHARES TR
50,225$4K0.00%
54
FLOTISHARES TR
97,520$4K0.00%
55
PHTPIONEER HIGH INCOME FUND INC
702,812$4K0.00%
56
COWZPACER FDS TR
105,321$4K0.00%
57
PULSPGIM ETF TR
84,900$4K0.00%
58
VOVANGUARD INDEX FDS
21,834$4K0.00%
59
FVDFIRST TR VALUE LINE DIVID IN
123,000$4K0.00%
60
VXUSVANGUARD STAR FDS
79,481$4K0.00%
61
XLESELECT SECTOR SPDR TR
37,660$3K0.00%
62
EELVINVESCO EXCH TRADED FD TR II
151,281$3K0.00%
63
GTOINVESCO ACTIVELY MANAGED ETF
67,655$3K0.00%
64
RMTROYCE MICRO-CAP TR INC
370,986$3K0.00%
65
BILSPDR SER TR
41,642$3K0.00%
66
UNHUNITEDHEALTH GROUP INC
6,149$3K0.00%
67
CVSCVS HEALTH CORP
33,625$3K0.00%
68
VTIPVANGUARD MALVERN FDS
67,376$3K0.00%
69
DSTLETF SER SOLUTIONS
78,493$3K0.00%
70
QUSSPDR SER TR
32,834$3K0.00%
71
PFEPFIZER INC
61,653$3K0.00%
72
IVVISHARES TR
7,926$3K0.00%
73
MHDBLACKROCK MUNIHOLDINGS FD IN
269,388$3K0.00%
74
SPSMSPDR SER TR
107,740$3K0.00%
75
TIPISHARES TR
28,282$3K0.00%
76
SPIBSPDR SER TR
106,297$3K0.00%
77
XOMEXXON MOBIL CORP
34,800$3K0.00%
78
TMOTHERMO FISHER SCIENTIFIC INC
6,184$3K0.00%
79
GOOGLALPHABET INC
39,475$3K0.00%
80
SPDWSPDR INDEX SHS FDS
103,497$3K0.00%
81
FTSMFIRST TR EXCHANGE-TRADED FD
66,724$3K0.00%
82
FDLFIRST TR MORNINGSTAR DIVID L
91,189$3K0.00%
83
IGRCBRE GBL REAL ESTATE INC FD
613,671$3K0.00%
84
VCSHVANGUARD SCOTTSDALE FDS
50,449$3K0.00%
85
SPGPINVESCO EXCHANGE TRADED FD T
41,216$3K0.00%
86
BTALAGF INVTS TR
169,880$3K0.00%
87
VNQVANGUARD INDEX FDS
36,945$3K0.00%
88
EFIVSPDR SER TR
104,899$3K0.00%
89
SPTISPDR SER TR
92,681$2K0.00%
90
BACVERIZON COMMUNICATIONS INC
73,973$2K0.00%
91
AVGOBROADCOM INC
4,238$2K0.00%
92
PTLCPACER FDS TR
71,139$2K0.00%
93
ESEVERSOURCE ENERGY
33,393$2K0.00%
94
METAMETA PLATFORMS INC
24,283$2K0.00%
95
QGROAMERICAN CENTY ETF TR
37,518$2K0.00%
96
COSTCOSTCO WHSL CORP NEW
5,974$2K0.00%
97
NFLXNETFLIX INC
9,202$2K0.00%
98
NEENEXTERA ENERGY INC
28,052$2K0.00%
99
TAT&T INC
110,863$2K0.00%
100
SCHDSCHWAB STRATEGIC TR
38,012$2K0.00%
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