Position in CRSP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,908
+$1,394 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 159 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $80,240 across 9 Biotechnology names. CRSP ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEAM |
Beam Therapeutics Inc.
|
850 | $29,172 | |
| 2 | PRTA |
Prothena Corp Public Ltd Co
|
1,500 | $14,685 | |
| 3 | MRNA |
Moderna, Inc.
|
185 | $12,955 | |
| 4 | CRSP |
CRISPR Therapeutics AG
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|
200 | $10,908 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
100 | $6,036 | |
| 6 | QURE |
uniQure N.V.
|
100 | $4,606 | |
| 7 | NVAX |
Novavax Inc
|
100 | $942 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
5 | $936 |
All Filings in CRSP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,908 | 200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,514 | 200 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $10,488 | 200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,962 | 200 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,728 | 200 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,806 | 200 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,872 | 200 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||