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CIK: 0001566653
Total reported value
$359.2M
$359.2M
736 檔
52.8%
At the close of Q1 2025, Freedom Investment Management, Inc. disclosed equity holdings valued at approximately $359.2M, spread across 736 reported holdings.
In Q1 2025, Freedom Investment Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 736 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 | 4.59% | +0.07% | +4.71% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.77% | +0.12% | -0.28% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.40% | +0.21% | +0.88% | |
| 4 | IVLU | Ishares Msci International V | ETF-Other | 2.10% | -0.21% | -1.26% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 2.07% | -0.12% | -1.05% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.99% | +0.08% | NEW | |
| 7 | KVLE | Kraneshares Value Line Dynam | ETF-Other | 1.66% | +0.01% | -0.23% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.10% | +2.85% | |
| 9 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.56% | +0.13% | +0.18% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.52% | +0.31% | -1.91% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | -0.01% | +1.18% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.48% | +0.17% | -0.73% | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.44% | -0.16% | -1.30% | |
| 14 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 1.23% | +0.01% | -0.16% | |
| 15 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.14% | — | -7.82% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.14% | +0.02% | +4.14% | |
| 17 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.97% | -0.02% | -0.48% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.92% | — | +7.63% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.05% | +0.37% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | -0.01% | -9.26% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.80% | -0.02% | -2.77% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.01% | +3.65% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.77% | -0.03% | +327.67% | |
| 24 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.76% | — | -7.11% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.01% | -2.65% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.02% | -5.52% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.70% | -0.08% | +0.12% | |
| 28 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.67% | -0.04% | +0.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.02% | +0.79% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.63% | — | +5.12% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.06% | NEW | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.59% | — | +5.80% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.57% | — | — | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.11% | EXIT | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | -0.06% | EXIT | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.56% | — | +25.80% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.02% | +3.47% | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.54% | — | +4.75% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | — | +5.39% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.08% | +2.82% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | — | +379.44% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | -6.41% | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.49% | — | +5.32% | |
| 44 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.42% | -0.05% | -1.37% | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.41% | -0.06% | -1.46% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.41% | — | -10.22% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.40% | — | -9.54% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.40% | — | +15.27% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.39% | — | -3.06% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.39% | -0.08% | -7.34% |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 736 disclosed positions in Q1 2025.
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 52.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $54.6M
During Q1 2025, Freedom Investment Management, Inc.'s top holdings by market value included SPY (4.6%)、DUHP (3.8%)、VTV (3.4%). The largest single position, SPY, represented 4.6% of total portfolio value.
In Q1 2025, Freedom Investment Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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