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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

FLAGSHIP HARBOR ADVISORS, LLC INSTITUTION : FLAGSHIP HARBOR ADVISORS, LLC
FLAGSHIP HARBOR ADVISORS, LLC Portfolio (reported on 2020-05-12)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR GOLD    (Common Stock) GLD 22,095,000 149,239 4.41%
AMAZON COM    (Common Stock) AMZN 16,768,000 8,600 3.35%
VANGUARD TOTAL    (MF Closed and MF Open) VTI 16,766,000 130,057 3.35%
APPLE INC    (Common Stock) AAPL 14,520,000 57,100 2.90%
VANGUARD EXTENDED    (MF Closed and MF Open) EDV 11,357,000 67,739 2.27%
ISHARES SILVER    (Common Stock) SLV 8,505,000 651,717 1.70%
VANGUARD DIVIDEND    (MF Closed and MF Open) VIG 7,858,000 75,999 1.57%
MICROSOFT CORP    (Common Stock) MSFT 7,526,000 47,719 1.50%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) VCIT 5,948,000 68,292 1.18%
VANGUARD SMALL    (MF Closed and MF Open) VB 5,481,000 47,477 1.09%
VANECK VECTORS    (MF Closed and MF Open) GDX 5,144,000 223,257 1.02%
ISHARES EDGE    (MF Closed and MF Open) USMV 5,111,000 94,635 1.02%
VISA INC    (Common Stock) V 5,051,000 31,346 1.01%
INVESCO QQQ    (MF Closed and MF Open) 4,875,000 25,606 0.97%
VANGUARD GROWTH    (MF Closed and MF Open) VUG 4,681,000 29,874 0.93%
INVESCO EXCHANGE    (MF Closed and MF Open) 4,523,000 96,404 0.90%
BLACKROCK MUNICIPAL    (MF Closed and MF Open) BAF 4,452,000 319,602 0.89%
SPDR SERIES    (MF Closed and MF Open) SDY 4,398,000 55,065 0.87%
VANGUARD HIGH    (MF Closed and MF Open) VYM 4,191,000 59,235 0.83%
TEKLA LIFE    (MF Closed and MF Open) HQL 4,158,000 277,544 0.83%
VANGUARD TOTAL    (MF Closed and MF Open) BND 3,984,000 46,679 0.79%
JOHNSON & JOHNSON    (Common Stock) JNJ 3,341,000 25,481 0.66%
SPDR S&P    (MF Closed and MF Open) SPY 3,273,000 12,697 0.65%
ISHARES CORE    (MF Closed and MF Open) IVV 3,271,000 12,659 0.65%
HOME DEPOT    (Common Stock) HD 3,161,000 16,933 0.63%
CISCO SYSTEMS    (Common Stock) CSCO 3,112,000 79,171 0.62%
SPDR PORTFOLIO    (MF Closed and MF Open) TLO 3,015,000 63,830 0.60%
VANGUARD S&P    (MF Closed and MF Open) VOO 2,983,000 12,597 0.59%
NETFLIX INC    (Common Stock) NFLX 2,936,000 7,820 0.58%
PROCTER & GAMBLE    (Common Stock) PG 2,896,000 26,328 0.57%
AT&T INC    (Common Stock) T 2,882,000 98,869 0.57%
ALPHABET INC    (Common Stock) GOOG 2,813,000 2,419 0.56%
VERIZON COMMUNICATIONS    (Common Stock) VZ 2,719,000 50,602 0.54%
VANGUARD SHORT    (MF Closed and MF Open) VCSH 2,714,000 34,305 0.54%
WALT DISNEY    (Common Stock) DIS 2,680,000 27,742 0.53%
PIONEER HIGH INCOME TR    (MF Closed and MF Open) PHT 2,673,000 416,432 0.53%
FACEBOOK INC    (Common Stock) FB 2,559,000 15,343 0.51%
NVIDIA CORP    (Common Stock) NVDA 2,549,000 9,671 0.50%
BERKSHIRE HATHAWAY    (Common Stock) BRK/B 2,532,000 13,850 0.50%
ISHARES CORE    (MF Closed and MF Open) AGG 2,525,000 21,883 0.50%
VANGUARD INTERNATIONAL    (MF Closed and MF Open) 2,523,000 55,704 0.50%
SPDR MSCI    (MF Closed and MF Open) 2,486,000 32,547 0.49%
ISHARES CORE    (MF Closed and MF Open) IJR 2,390,000 42,598 0.47%
VANGUARD FTSE    (MF Closed and MF Open) VEU 2,382,000 58,058 0.47%
SPDR INTERMEDIATE    (MF Closed and MF Open) ITE 2,212,000 66,766 0.44%
MERCK & COMPANY    (Common Stock) MRK 2,194,000 28,514 0.43%
JPMORGAN CHASE    (Common Stock) JPM 2,187,000 24,294 0.43%
PAYPAL HOLDINGS    (Common Stock) PYPL 2,159,000 22,546 0.43%
TEMPLETON EMERGING MARKE    (MF Closed and MF Open) EMF 2,157,000 193,438 0.43%
ISHARES EDGE    (MF Closed and MF Open) QUAL 1,987,000 24,521 0.39%
ABBVIE INC    (Common Stock) ABBV 1,956,000 25,673 0.39%
CBRE CLARION    (MF Closed and MF Open) IGR 1,890,000 360,725 0.37%
SECTOR CONSUMER    (MF Closed and MF Open) XLP 1,861,000 34,157 0.37%
ISHARES CORE    (MF Closed and MF Open) DGRO 1,791,000 54,954 0.35%
TESLA INC    (Common Stock) TSLA 1,754,000 3,348 0.35%
VANGUARD REAL    (MF Closed and MF Open) VNQ 1,730,000 24,771 0.34%
ADOBE INC    (Common Stock) ADBE 1,717,000 5,394 0.34%
VANGUARD FSTE    (MF Closed and MF Open) VWO 1,705,000 50,805 0.34%
BOULDER GROWTH    (MF Closed and MF Open) BIF 1,696,000 184,358 0.33%
VANGUARD MID    (MF Closed and MF Open) VO 1,695,000 12,878 0.33%
VANECK VECTORS    (MF Closed and MF Open) 1,682,000 27,856 0.33%
SHOPIFY INC    (Common Stock) 1,676,000 4,021 0.33%
INVESCO BUYBACK    (MF Closed and MF Open) 1,674,000 34,544 0.33%
ALPHABET INC    (Common Stock) GOOGL 1,642,000 1,413 0.32%
ROYCE MICRO CAP TRUST    (MF Closed and MF Open) RMT 1,636,000 294,160 0.32%
INTEL CORP    (Common Stock) INTC 1,622,000 29,965 0.32%
CVS HEALTH    (Common Stock) CVS 1,598,000 26,933 0.31%
THERMO FISHER    (Common Stock) TMO 1,575,000 5,553 0.31%
VANGUARD FTSE    (MF Closed and MF Open) VEA 1,537,000 46,110 0.30%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) VGIT 1,489,000 21,109 0.29%
INVESCO FINANCIAL    (MF Closed and MF Open) 1,433,000 84,832 0.28%
PIMCO EHNANCED    (MF Closed and MF Open) MINT 1,432,000 14,464 0.28%
INTL BUSINESS    (Common Stock) IBM 1,431,000 12,902 0.28%
VANGUARD TOTAL    (MF Closed and MF Open) 1,431,000 22,784 0.28%
INVESCO CURRENCYSHARES    (Common Stock) 1,392,000 13,343 0.27%
PFIZER INC    (Common Stock) PFE 1,379,000 42,251 0.27%
ETFMG ALTERNATIVE    (MF Closed and MF Open) 1,368,000 119,991 0.27%
VANGUARD VALUE    (MF Closed and MF Open) VTV 1,352,000 15,177 0.27%
ISHARES EDGE    (MF Closed and MF Open) ACWV 1,332,000 16,577 0.26%
PROSHARES TRUST    (MF Closed and MF Open) NOBL 1,311,000 22,726 0.26%
ISHARES 20    (MF Closed and MF Open) TLT 1,310,000 7,940 0.26%
UNITEDHEALTH GROUP    (Common Stock) UNH 1,280,000 5,131 0.25%
WALMART INC    (Common Stock) WMT 1,252,000 11,022 0.25%
ARK INNOVATION    (MF Closed and MF Open) ARKK 1,252,000 28,453 0.25%
EXXON MOBIL    (Common Stock) XOM 1,235,000 32,537 0.24%
VICTORYSHARES U S    (MF Closed and MF Open) 1,234,000 29,812 0.24%
INVESCO S&P    (MF Closed and MF Open) 1,217,000 12,157 0.24%
MASTERCARD INC    (Common Stock) MA 1,211,000 5,012 0.24%
PEPSICO INC    (Common Stock) PEP 1,191,000 9,921 0.23%
ALLIANCEBERNSTEIN GLOBAL    (MF Closed and MF Open) AWF 1,174,000 126,743 0.23%
AMERICAN TOWER    (Common Stock) AMT 1,171,000 5,378 0.23%
VANGUARD SHORT    (MF Closed and MF Open) VGSH 1,156,000 18,543 0.23%
FIDELITY COVINGTON    (MF Closed and MF Open) FENY 1,153,000 153,363 0.23%
ISHARES CORE    (MF Closed and MF Open) HDV 1,140,000 15,927 0.22%
FIDELITY MSCI    (MF Closed and MF Open) FSTA 1,121,000 34,665 0.22%
SPDR DOW    (MF Closed and MF Open) DIA 1,103,000 5,032 0.22%
ABBOTT LABORATORIES    (Common Stock) ABT 1,103,000 13,973 0.22%
ISHARES EDGE    (MF Closed and MF Open) EFAV 1,101,000 17,750 0.22%
ISHARES U S    (MF Closed and MF Open) COMT 1,089,000 48,517 0.21%
HONEYWELL INTL    (Common Stock) HON 1,086,000 8,117 0.21%
COCA COLA COMPANY    (Common Stock) KO 1,082,000 24,458 0.21%
PIONEER FLOATING    (MF Closed and MF Open) PHD 1,078,000 140,979 0.21%
VANGUARD INFORMATION    (MF Closed and MF Open) VGT 1,076,000 5,077 0.21%
BRISTOL MYERS    (Common Stock) BMY 1,045,000 18,746 0.20%
BANK AMERICA    (Common Stock) BAC 1,043,000 49,146 0.20%
WISDOMTREE TRUST    (MF Closed and MF Open) DGRW 1,018,000 26,155 0.20%
SECTOR TECHNOLOGY    (MF Closed and MF Open) XLK 1,012,000 12,594 0.20%
DANAHER CORP    (Common Stock) DHR 1,006,000 7,267 0.20%
FIDELITY MSCI    (MF Closed and MF Open) FUTY 987,000 27,476 0.19%
CHEVRON CORP    (Common Stock) CVX 983,000 13,569 0.19%
FIRST TRUST    (MF Closed and MF Open) LMBS 978,000 19,171 0.19%
MEDTRONIC PLC    (Common Stock) MDT 973,000 10,790 0.19%
VANGUARD MID    (MF Closed and MF Open) VOE 967,000 11,897 0.19%
FIDELITY MSCI    (MF Closed and MF Open) FHLC 959,000 22,317 0.19%
WASTE MANAGEMENT    (Common Stock) WMI 957,000 10,336 0.19%
NEXTERA ENERGY    (Common Stock) NEE 956,000 3,972 0.19%
CITIGROUP INC    (Common Stock) C 946,000 22,452 0.18%
ISHARES SELECT    (MF Closed and MF Open) DVY 929,000 12,628 0.18%
MCDONALDS CORP    (Common Stock) MCD 929,000 5,619 0.18%
WISDOMTREE U S    (MF Closed and MF Open) EZM 927,000 35,096 0.18%
VANGUARD SMALL    (MF Closed and MF Open) VBR 925,000 10,421 0.18%
VANGUARD TOTAL    (MF Closed and MF Open) VXUS 917,000 21,844 0.18%
CLOROX COMPANY    (Common Stock) CLX 905,000 5,226 0.18%
COSTCO WHOLESALE    (Common Stock) COST 872,000 3,059 0.17%
CME GROUP    (Common Stock) CME 868,000 5,022 0.17%
COLGATE-PALMOLIVE    (Common Stock) CL 866,000 13,053 0.17%
BLACKSTONE GROUP    (Common Stock) 858,000 18,835 0.17%
LOCKHEED MARTIN    (Common Stock) LMT 857,000 2,529 0.17%
ZOOM VIDEO    (Common Stock) 840,000 5,752 0.16%
HARTFORD SHORT    (MF Closed and MF Open) 839,000 21,950 0.16%
ISHARES TIPS    (MF Closed and MF Open) TIP 836,000 7,093 0.16%
ISHARES CORE    (MF Closed and MF Open) IJH 815,000 5,666 0.16%
FIRST TRUST    (MF Closed and MF Open) FVD 807,000 29,162 0.16%
SECTOR HEALTHCARE    (MF Closed and MF Open) XLV 802,000 9,058 0.16%
ALIBABA GROUP    (Common Stock) BABA 794,000 4,081 0.15%
GILEAD SCIENCES    (Common Stock) GILD 783,000 10,469 0.15%
ISHARES GOLD    (Common Stock) IAU 775,000 51,419 0.15%
KIMBERLY CLARK    (Common Stock) KMB 759,000 5,934 0.15%
COMCAST CORP    (Common Stock) CMCSA 752,000 21,880 0.15%
SELECT UTILITIES    (MF Closed and MF Open) XLU 750,000 13,541 0.14%
BOEING CO    (Common Stock) BA 748,000 5,018 0.14%
ALTRIA GROUP    (Common Stock) MO 748,000 19,353 0.14%
NIKE INC    (Common Stock) NKE 741,000 8,958 0.14%
SPDR PORTFOLIO    (MF Closed and MF Open) LAG 741,000 24,534 0.14%
TEXAS INSTRUMENTS    (Common Stock) TXN 741,000 7,417 0.14%
MARKETAXESS HOLDINGS    (Common Stock) MKTX 735,000 2,211 0.14%
FORTINET INC    (Common Stock) FTNT 721,000 7,122 0.14%
WISDOMTREE EMERGING    (MF Closed and MF Open) DEM 711,000 22,060 0.14%
ISHARES S&P    (MF Closed and MF Open) IVW 702,000 4,256 0.14%
SPDR PORTFOLIO    (MF Closed and MF Open) TWOK 702,000 32,127 0.14%
FISERV INC    (Common Stock) FISV 679,000 7,151 0.13%
VANGUARD MID    (MF Closed and MF Open) VOT 668,000 5,275 0.13%
AIR PRODUCTS    (Common Stock) APD 666,000 3,339 0.13%
UNITED TECHNOLOGIES    (Common Stock) UTX 661,000 7,006 0.13%
ISHARES NATIONAL    (MF Closed and MF Open) MUB 653,000 5,778 0.13%
ISHARES GLOBAL    (MF Closed and MF Open) IOO 652,000 14,604 0.13%
SQUARE INC    (Common Stock) 648,000 12,372 0.12%
AMERICAN WATER    (Common Stock) AWK 648,000 5,416 0.12%
JPMORGAN    (MF Closed and MF Open) 644,000 12,964 0.12%
VANECK VECTORS    (MF Closed and MF Open) 630,000 156,795 0.12%
INDEXIQ IQ    (MF Closed and MF Open) 630,000 13,029 0.12%
3M COMPANY    (Common Stock) MMM 629,000 4,607 0.12%
RAYTHEON COMPANY    (Common Stock) RTN 625,000 4,767 0.12%
FAIR ISAAC    (Common Stock) FIC 623,000 2,026 0.12%
TJX COS    (Common Stock) TJX 603,000 12,614 0.12%
SPDR PORTFOLIO    (MF Closed and MF Open) EMM 600,000 23,703 0.11%
NASDAQ INC    (Common Stock) NDAQ 599,000 6,308 0.11%
GLOBAL PAYMENTS    (Common Stock) GPN 595,000 4,127 0.11%
OSI OSHARES    (MF Closed and MF Open) 592,000 20,396 0.11%
DUKE ENERGY    (Common Stock) DUK 585,000 7,228 0.11%
XPO LOGISTICS    (Common Stock) XPO 583,000 11,965 0.11%
SPDR PORTFOLIO    (MF Closed and MF Open) ELG 581,000 16,265 0.11%
FRANKLIN LIBERTY    (MF Closed and MF Open) FTSD 580,000 6,121 0.11%
GLOBAL X    (MF Closed and MF Open) 571,000 65,557 0.11%
BOSTON SCIENTIFIC    (Common Stock) BSX 565,000 17,328 0.11%
BIOGEN INC    (Common Stock) BIIB 560,000 1,771 0.11%
FIRST TRUST    (MF Closed and MF Open) 558,000 21,661 0.11%
VANGUARD SHORT    (MF Closed and MF Open) BSV 558,000 6,792 0.11%
ISHARES MSCI    (MF Closed and MF Open) EEM 547,000 16,020 0.10%
HARTFORD TOTAL    (MF Closed and MF Open) 545,000 13,700 0.10%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) BIV 538,000 6,025 0.10%
NUVEEN NASDAQ    (MF Closed and MF Open) QQQX 536,000 28,186 0.10%
VANGUARD LARGE    (MF Closed and MF Open) VV 536,000 4,527 0.10%
ISHARES RUSSELL    (MF Closed and MF Open) IWF 536,000 3,558 0.10%
EVERSOURCE ENERGY    (Common Stock) ES 534,000 6,831 0.10%
SPDR SSGA    (MF Closed and MF Open) SMLV 532,000 8,045 0.10%
SALESFORCE.COM INC    (Common Stock) CRM 527,000 3,663 0.10%
HARTFORD MUN    (MF Closed and MF Open) 526,000 12,800 0.10%
ILLUMINA INC    (Common Stock) ILMN 525,000 1,922 0.10%
GLOBAL X    (MF Closed and MF Open) 523,000 21,936 0.10%
ISHARES PHLX    (MF Closed and MF Open) IGW 520,000 2,536 0.10%
PAYCHEX INC    (Common Stock) PAYX 517,000 8,216 0.10%
VANGUARD FTSE    (MF Closed and MF Open) VSS 509,000 6,503 0.10%
SPROTT PHYSICAL    (MF Closed and MF Open) 506,000 34,595 0.10%
DOCUSIGN INC    (Common Stock) 503,000 5,442 0.10%
INTUITIVE SURGICAL    (Common Stock) ISRG 502,000 1,013 0.10%
STARBUCKS CORP    (Common Stock) SBUX 493,000 7,501 0.09%
INVESCO TAXABLE    (MF Closed and MF Open) 483,000 15,646 0.09%
ISHARES CHINA    (MF Closed and MF Open) FXI 481,000 12,812 0.09%
BROADCOM INC    (Common Stock) 480,000 2,026 0.09%
1 2 3 4 5 6 7 8 9 10 Next >Full Portfolio View
Total Value As 2020-03-31: 500,044,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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