13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965484
Total reported value
$217.9M
$217.9M
360 檔
25.0%
According to the latest 13F quarterly dataset, Financial Freedom, LLC managed an equity portfolio of $217.9M at the end of Q4 2024, spanning 360 distinct U.S. exchange-listed positions.
Financial Freedom, LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
Showing top 200 holdings (of 360 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.90% | -0.44% | +5.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.18% | +0.97% | -1.34% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.04% | +1.16% | +0.62% | |
| 4 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.94% | +0.01% | -1.37% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.66% | -0.26% | -0.10% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 3.63% | -0.73% | +0.66% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.38% | -0.51% | +0.10% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.13% | +0.13% | -1.90% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.96% | -0.10% | -5.10% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.81% | -0.08% | +0.10% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.42% | +0.66% | +4.55% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.42% | +1.99% | +0.33% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.40% | -0.10% | +28.78% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.19% | +0.12% | -2.54% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.97% | -0.31% | -0.93% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.78% | -0.07% | EXIT | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.53% | +0.02% | +0.98% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.07% | -2.23% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.48% | — | +0.81% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.42% | -0.42% | +0.59% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.40% | -0.02% | -2.35% | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 1.39% | -0.30% | +1.34% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.29% | +0.10% | +2.98% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.25% | -0.01% | EXIT | |
| 25 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.23% | +0.06% | -6.15% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.13% | +0.06% | +8.42% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.08% | -0.08% | +101.06% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.08% | -1.14% | |
| 29 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.97% | -0.05% | -1.76% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.84% | +0.04% | -0.46% | |
| 31 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.78% | +0.06% | -2.01% | |
| 32 | PAVE | Global X US Infrastructure | ETF-Other | 0.75% | +0.05% | — | |
| 33 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.75% | -0.11% | -1.05% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.14% | +0.34% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.03% | +1.71% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.02% | +15.74% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.03% | +0.06% | |
| 38 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.49% | -0.10% | -0.04% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.01% | EXIT | |
| 40 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.48% | -0.01% | +0.36% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.02% | -0.90% | |
| 42 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.46% | -0.03% | EXIT | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.44% | +0.13% | +4.68% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.17% | +0.63% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | +0.02% | -1.98% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.03% | +0.33% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.37% | +0.02% | +0.15% | |
| 48 | IYF | Ishares US Financials ETF | ETF-Other | 0.37% | +0.20% | +16.63% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | +0.21% | |
| 50 | ISCF | Ishares International Small | ETF-Other | 0.36% | +0.10% | +1.47% |
According to official SEC Form 13F filings, Financial Freedom, LLC reported a total U.S. public equity portfolio value of $217.9M across 360 disclosed positions in Q4 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 25.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
XSMO
市值: $128.8K
Top Position Liquidated / Trimmed
IJS
前期市值: $188.1K
During Q4 2024, Financial Freedom, LLC's top holdings by market value included VCIT (8.9%)、QQQ (7.2%)、VGT (5.0%). The largest single position, VCIT, represented 8.9% of total portfolio value.
In Q4 2024, Financial Freedom, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 22 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.