FLAGSHIP HARBOR ADVISORS, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, FLAGSHIP HARBOR ADVISORS, LLC maintained a portfolio of 2339 distinct positions. They heavily accumulated shares in STATE STREET, increasing their position by 25.2%. Conversely, FLAGSHIP HARBOR ADVISORS, LLC completely exited their position in SPDR SER TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
2339
Quarter
2025 Q4
Top Holding
SPYV (3.4%)
Top 10 Concentration
23.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2339
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPYV
STATE STREET
Unknown 3.39% 2.96% #1 1
Prev: #2
3.4 254,887 25.2%
P
S
1,266,104 $71,927,353 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES 0-3
ETF 3.18% 0.26% #2 88
Prev: #90
3.6 629,924 1491.4%
P
S
672,160 $67,471,480 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORP
Technology 2.52% 2.99% #3 2
Prev: #1
1.1 -115,374 -28.7%
P
S
286,639 $53,458,331 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.44% 2.92% #4 1
Prev: #3
1.0 -40,632 -17.6%
P
S
190,104 $51,681,838 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P
ETF 2.22% 0.58% #5 30
Prev: #35
3.2 51,494 292.6%
P
S
69,092 $47,115,663 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES CORE
ETF 2.11% 1.16% #6 11
Prev: #17
3.1 216,828 99.0%
P
S
435,777 $44,684,543 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL
ETF 2.11% 2.38% #7 1
Prev: #6
0.9 -14,906 -10.1%
P
S
133,096 $44,623,196 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
STATE STREET
ETF 2.05% 1.86% #8
Prev: #8
2.9 57,667 11.9%
P
S
540,842 $43,386,334 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES CORE
ETF 2.02% 1.33% #9 2
Prev: #11
3.1 200,783 87.9%
P
S
429,099 $42,858,445 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM
Consumer Cyclical 1.70% 2.14% #10 3
Prev: #7
0.7 -27,961 -15.2%
P
S
155,953 $35,997,150 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.30% 1.81% #11 2
Prev: #9
0.6 -10,345 -15.3%
P
S
57,103 $27,616,515 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
JPMORGAN
ETF 1.18% 1.13% #12 7
Prev: #19
2.6 124,027 33.4%
P
S
494,963 $25,040,222 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIVI
FRANKLIN INTL
Unknown 1.01% 0.39% #13 42
Prev: #55
2.7 344,224 166.4%
P
S
551,061 $21,430,774 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO S&P
Unknown 1.01% 0.02% #14 531
Prev: #545
2.7 109,838 6143.1%
P
S
111,626 $21,383,209 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
STATE STREET
ETF 0.94% 0.79% #15 10
Prev: #25
2.5 110,060 34.9%
P
S
425,333 $19,931,156 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSE
CONVERGENCE LON...
Unknown 0.91% 0.61% #16 18
Prev: #34
2.5 229,482 48.2%
P
S
705,459 $19,280,190 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD DIVIDE...
ETF 0.91% 0.98% #17 5
Prev: #22
0.4 -1,993 -2.2%
P
S
87,657 $19,265,381 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.88% 0.98% #18 5
Prev: #23
0.5 -29,432 -33.1%
P
S
59,513 $18,675,459 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FIRST TRUST
ETF 0.86% 0.28% #19 62
Prev: #81
2.6 366,541 225.4%
P
S
529,130 $18,128,040 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.81% 0.49% #20 22
Prev: #42
2.6 44,436 882.9%
P
S
49,469 $17,121,346 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD S&P
ETF 0.81% 0.63% #21 11
Prev: #32
2.4 6,208 29.5%
P
S
27,261 $17,096,602 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.80% 0.58% #22 14
Prev: #36
0.4 -10,609 -21.9%
P
S
37,776 $16,988,669 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTI
STATE STREET
ETF 0.80% 2.61% #23 18
Prev: #5
0.5 -963,029 -62.1%
P
S
588,379 $16,968,855 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.78% 0.56% #24 13
Prev: #37
2.3 2,081 4.1%
P
S
53,124 $16,627,902 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES CORE
ETF 0.76% 0.35% #25 37
Prev: #62
2.6 13,138 125.0%
P
S
23,649 $16,198,573 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SER TR
Unknown 0.00% 2.86%
Sold All 😨
(Was: #4)
0.3 -593,343 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 0.00% 1.03%
Sold All 😨
(Was: #20)
0.3 -84,294 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHT
PIONEER HIGH IN...
Unknown 0.00% 0.46%
Sold All 😨
(Was: #45)
0.3 -1,011,946 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQX
NUVEEN NASDAQ 1...
Financial Services 0.00% 0.30%
Sold All 😨
(Was: #73)
0.3 -200,382 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.27%
Sold All 😨
(Was: #84)
0.3 -8,207 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPBO
SPDR SER TR
ETF 0.00% 0.22%
Sold All 😨
(Was: #103)
0.3 -128,095 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HIGH
SIMPLIFY EXCHAN...
ETF 0.00% 0.21%
Sold All 😨
(Was: #106)
0.3 -145,989 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYD
SPDR SER TR
ETF 0.00% 0.20%
Sold All 😨
(Was: #112)
0.3 -82,524 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RING
ISHARES INC
ETF 0.00% 0.18%
Sold All 😨
(Was: #126)
0.3 -106,702 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 0.00% 0.11%
Sold All 😨
(Was: #175)
0.3 -25,597 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IQLT
ISHARES TR
Bond/Debt 0.00% 0.11%
Sold All 😨
(Was: #186)
0.3 -45,891 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VONE
VANGUARD SCOTTS...
ETF 0.00% 0.11%
Sold All 😨
(Was: #187)
0.3 -7,220 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #270)
0.3 -571 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.00% 0.05%
Sold All 😨
(Was: #277)
0.3 -33,012 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGU
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #302)
0.3 -6,631 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OIH
VANECK ETF TRUS...
ETF 0.00% 0.04%
Sold All 😨
(Was: #314)
0.3 -2,290 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PM
PHILIP MORRIS I...
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #320)
0.3 -7,001 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FGB
FIRST TR SPECIA...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #410)
0.3 -119,854 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 0.00% 0.03%
Sold All 😨
(Was: #415)
0.3 -13,411 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AWK
AMERICAN WTR WK...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #417)
0.3 -3,482 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FDL
FIRST TR MORNIN...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #422)
0.3 -11,695 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EVR
EVERCORE INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #430)
0.3 -2,084 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMAR
SMARTSHEET INC
Unknown 0.00% 0.02%
Sold All 😨
(Was: #446)
0.3 -9,274 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HRB
BLOCK H & R INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #459)
0.3 -7,329 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PICK
ISHARES INC
ETF 0.00% 0.02%
Sold All 😨
(Was: #467)
0.3 -9,553 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BG
BUNGE GLOBAL SA
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #486)
0.3 -3,394 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AZEK
AZEK CO INC
Unknown 0.00% 0.02%
Sold All 😨
(Was: #494)
0.3 -8,417 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CACI
CACI INTL INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #498)
0.3 -815 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ONEV
SPDR SER TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #519)
0.3 -2,758 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GXC
SPDR INDEX SHS ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #535)
0.3 -4,436 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #538)
0.3 -1,343 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMC
COMMERCIAL META...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #556)
0.3 -5,051 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #559)
0.3 -1,786 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVR
NVR INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #561)
0.3 -36 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SUB
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #567)
0.3 -2,556 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGA
REINSURANCE GRP...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #589)
0.3 -1,208 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNRG
SPDR SER TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #592)
0.3 -4,099 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BROOKFIELD RENE...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #599)
0.3 -8,512 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
NSA
NATIONAL STORAG...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #605)
0.3 -5,757 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSB
SOUTHSTATE CORP...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #606)
0.3 -3,100 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PHM
PULTE GROUP INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #623)
0.3 -2,058 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ONEY
SPDR SER TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #626)
0.3 -2,180 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DINO
HF SINCLAIR COR...
Energy 0.00% 0.01%
Sold All 😨
(Was: #628)
0.3 -4,227 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #632)
0.3 -3,851 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROL
ROLLINS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -4,494 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PIPR
PIPER SANDLER C...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #636)
0.3 -952 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KNG
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #658)
0.3 -4,030 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACTG
ACACIA RESH COR...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #661)
0.3 -40,000 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NLY
ANNALY CAPITAL ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #663)
0.3 -10,307 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETRN
EQUITRANS MIDST...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #664)
0.3 -14,979 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFY
INFOSYS LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #665)
0.3 -10,341 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #669)
0.3 -18,578 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AMPLIFY ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #672)
0.3 -44,295 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
GLDD
GREAT LAKES DRE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #674)
0.3 -16,508 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAF
ECOFIN SUSTAINA...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #676)
0.3 -11,473 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
LUMINAR TECHNOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #685)
0.3 -42,689 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SCYX
SCYNEXIS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #687)
0.3 -12,250 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WGHTQ
WW INTL INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #688)
0.3 -17,253 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TELL
TELLURIAN INC N...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #690)
0.3 -15,700 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UAMY
UNITED STATES A...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #691)
0.3 -10,000 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2339 holdings

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