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CIK: 0001566653
Total reported value
$359.2M
$359.2M
750 檔
51.7%
During the Q4 2024 filing period, Freedom Investment Management, Inc. (CIK: 0001566653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.2M across 750 reported positions.
Freedom Investment Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 11 holdings and trimming 17 positions.
Showing top 200 holdings (of 750 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.54% | +0.07% | +2.89% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.82% | +0.12% | -5.77% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.27% | +0.21% | -4.13% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 1.93% | -0.12% | -0.33% | |
| 5 | IVLU | Ishares Msci International V | ETF-Other | 1.88% | -0.21% | -0.37% | |
| 6 | KVLE | Kraneshares Value Line Dynam | ETF-Other | 1.68% | +0.01% | -5.96% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.65% | +0.08% | NEW | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.62% | +0.13% | -5.46% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.61% | +0.31% | -4.83% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.51% | -0.10% | +8.41% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.45% | +0.17% | +0.58% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.41% | -0.16% | -4.54% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.01% | -4.81% | |
| 14 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.16% | +0.01% | -7.09% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | +0.02% | -2.06% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | -0.01% | -5.49% | |
| 17 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.03% | — | +12.08% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.05% | -7.28% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.97% | — | +6.30% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.02% | +1.44% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.94% | -0.02% | -0.49% | |
| 22 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.84% | — | +9.91% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.01% | -6.73% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | +1.31% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | — | -1.81% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.02% | +9.02% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | -0.02% | +16.27% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.08% | -6.72% | |
| 29 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.75% | -0.04% | -6.30% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.06% | NEW | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | — | +1448.43% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.60% | +0.01% | +78.63% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.59% | -0.11% | EXIT | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.59% | — | +2.29% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | -0.06% | EXIT | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.54% | — | +3.25% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.02% | +0.19% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | — | -4.88% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.50% | — | -3.89% | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.50% | — | +3.21% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.08% | -2.69% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | — | +3.42% | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | — | +84.89% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.43% | -0.08% | -1.14% | |
| 45 | VPU | Vanguard Utilities ETF | ETF-Other | 0.43% | — | +14.71% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | — | -29.57% | |
| 47 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.42% | -0.05% | -4.76% | |
| 48 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.41% | -0.06% | -4.59% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.40% | — | -3.48% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | — | -1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +1448.43% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +2.89% | Add |
| 3 | ILCG | Ishares Morningstar Growth E | +0.4% | NEW | New buy |
| 4 | SCHG | Schwab US Large-cap Growth | +0.4% | NEW | New buy |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.3% | +78.63% | Add |
| 6 | KHPI | Kensington Hedged Prm In ETF | +0.3% | NEW | New buy |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +84.89% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.02% | Add |
| 9 | XLF | Ss Financial Select Sector | +0.2% | +16.27% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.2% | NEW | New buy |
| 11 | SGOL | Abrdn Physical Gold Shares | +0.2% | +12.08% | Add |
| 12 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | New buy |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +6.30% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +1.44% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +17.51% | Add |
| 16 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 17 | JBL | Jabil Inc | +0.1% | +139.39% | Add |
| 18 | OEF | Ishares S&p 100 ETF | +0.1% | +347.93% | Add |
| 19 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +165.47% | Add |
| 21 | SCHR | Schwab Intermediate-term US | +0.1% | NEW | New buy |
| 22 | EZM | Wisdomtree US Midcap Fund | 0% | -5.46% | Trim |
| 23 | DFAE | Dimensional Emerging Core Eq | 0% | +0.58% | Add |
| 24 | BOND | Pimco Active Bond Exchange-t | -0.1% | -4.54% | Trim |
| 25 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -25.96% | Trim |
| 26 | XLI | Ss Industrial Select Sector | -0.1% | -30.31% | Trim |
| 27 | INCY | Incyte CORP | -0.1% | EXIT | Sold out |
| 28 | DFIC | Dimensional International Co | -0.1% | -0.33% | Trim |
| 29 | IVLU | Ishares Msci International V | -0.1% | -0.37% | Trim |
| 30 | STLD | Steel Dynamics Inc | -0.1% | -56.54% | Trim |
| 31 | DUHP | Dimensional US High Profi Et | -0.1% | -5.77% | Trim |
| 32 | VTV | Vanguard Value ETF | -0.1% | -4.13% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -46.40% | Trim |
| 34 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | Sold out |
| 35 | KVLE | Kraneshares Value Line Dynam | -0.1% | -5.96% | Trim |
| 36 | AVDS | Avantis Intl Sm Cap Eq ETF | -0.1% | -7.09% | Trim |
| 37 | QLD | Proshares Ultra Qqq | -0.2% | EXIT | Sold out |
| 38 | LQDH | Ishares Int Hedg CORP Bd ETF | -0.2% | EXIT | Sold out |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -4.81% | Trim |
| 40 | ITA | Ishares U.s. Aerospace & Def | -0.2% | EXIT | Sold out |
| 41 | MRO* | Marathon Oil CORP | -0.2% | EXIT | Sold out |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -29.57% | Trim |
| 43 | KBWP | Invesco Kbw Property & Casua | -0.2% | EXIT | Sold out |
| 44 | IAGG | Ishares Intl Aggregate Bond | -0.3% | -29.19% | Trim |
| 45 | PULS | Pgim Ultra Short Bond ETF | -0.3% | EXIT | Sold out |
| 46 | MINT | Pimco Enhanced Short Maturit | -0.3% | EXIT | Sold out |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.3% | -74.37% | Trim |
| 48 | SH1USD | Proshares Short S&p500 | -0.3% | EXIT | Sold out |
| 49 | GLD | Spdr Gold Shares | -0.4% | EXIT | Sold out |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -33.28% | Trim |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 750 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 SPY, DUHP, VTV) accounted for 51.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ILCG
市值: $4.3M
Top Position Liquidated / Trimmed
GLD
前期市值: $5.2M
During Q4 2024, Freedom Investment Management, Inc.'s top holdings by market value included SPY (4.5%)、DUHP (3.8%)、VTV (3.3%). The largest single position, SPY, represented 4.5% of total portfolio value.
In Q4 2024, Freedom Investment Management, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 11 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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