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CIK: 0001965484
Total reported value
$217.9M
$217.9M
356 檔
24.4%
In Q3 2024, Financial Freedom, LLC's U.S. equity holdings reached a combined market value of $217.9M, distributed across 356 disclosed stock positions.
In Q3 2024, Financial Freedom, LLC displayed an active expansion posture, initiating 0 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.85% | -0.44% | +5.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.98% | +0.97% | -0.30% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.74% | +1.16% | -1.01% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.80% | -0.26% | +0.11% | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 3.71% | -0.73% | -3.03% | |
| 6 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.64% | +0.01% | -0.37% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.27% | -0.10% | +0.44% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.15% | -0.51% | -0.44% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.15% | -0.08% | +6.28% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.11% | +0.13% | +3.20% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.46% | +1.99% | +46.11% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.23% | +0.12% | +2.42% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.21% | +0.66% | +44.34% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.02% | -0.10% | +152.16% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | -0.07% | EXIT | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.88% | -0.31% | +0.20% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.64% | — | -0.44% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.52% | +0.02% | +0.37% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.07% | +0.08% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.44% | -0.42% | -0.26% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 1.39% | -0.30% | +2.81% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.28% | -0.02% | -1.64% | |
| 23 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.27% | +0.06% | -5.02% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.18% | +0.10% | +2.86% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.16% | -0.01% | EXIT | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.12% | -0.08% | -1.11% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.08% | +0.12% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 1.03% | -0.05% | +8.12% | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.02% | +0.06% | +5.63% | |
| 30 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.79% | -0.11% | +0.24% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | +0.04% | -0.26% | |
| 32 | PAVE | Global X US Infrastructure | ETF-Other | 0.77% | +0.05% | +0.13% | |
| 33 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.77% | +0.06% | -0.12% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.14% | -1.92% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.03% | -3.03% | |
| 36 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.57% | -0.03% | EXIT | |
| 37 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.54% | -0.10% | -5.08% | |
| 38 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.53% | -0.01% | +0.15% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.01% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.03% | +0.06% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.02% | +0.25% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.17% | +0.61% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | +0.08% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.02% | -1.42% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.40% | +0.02% | — | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.40% | +0.13% | +0.02% | |
| 47 | ISCF | Ishares International Small | ETF-Other | 0.39% | +0.10% | — | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.39% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.37% | +0.02% | +0.16% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.36% | +0.03% | -2.76% |
According to official SEC Form 13F filings, Financial Freedom, LLC reported a total U.S. public equity portfolio value of $217.9M across 356 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, QQQ, VGT) accounted for 24.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
XSD
前期市值: $470.4K
During Q3 2024, Financial Freedom, LLC's top holdings by market value included VCIT (8.8%)、QQQ (7.0%)、VGT (4.7%). The largest single position, VCIT, represented 8.8% of total portfolio value.
In Q3 2024, Financial Freedom, LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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