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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002032561
Total reported value
$283.6M
$283.6M
69 檔
24.8%
According to the latest 13F quarterly dataset, FreeGulliver LLC managed an equity portfolio of $283.6M at the end of Q1 2024, spanning 69 distinct U.S. exchange-listed positions.
During Q1 2024, FreeGulliver LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 37.76% | -1.45% | +11.21% | |
| 2 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 7.88% | -0.92% | +67.34% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 7.39% | -1.40% | +63.13% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.03% | -0.04% | +112.31% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.39% | +0.08% | NEW | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.76% | — | +2.59% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.96% | -0.15% | EXIT | |
| 8 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 2.60% | -0.38% | +102.60% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.68% | -0.45% | — | |
| 10 | FHN | First Horizon CORP | Stock-Financials | 1.39% | — | +1.39% | |
| 11 | SYY | Sysco CORP | Stock-Consumer Staples | 1.38% | — | -6.81% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.32% | -0.61% | +0.65% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.28% | -0.05% | +0.38% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.08% | — | +49.94% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | -0.09% | +33.88% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.84% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | — | — | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.85% | — | — | |
| 19 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.85% | — | — | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.01% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.07% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | -0.01% | +0.29% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.01% | +0.29% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.13% | NEW | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.01% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.19% | +25.25% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | — | — | |
| 29 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.41% | — | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.19% | EXIT | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.38% | +0.07% | NEW | |
| 32 | KKR | Kkr & Co Inc | Stock-Financials | 0.38% | -0.03% | +25.23% | |
| 33 | FIW | First Trust Water ETF | ETF-Other | 0.37% | -0.12% | — | |
| 34 | NFG | National Fuel Gas Co | Stock-Energy | 0.36% | — | — | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.01% | +0.09% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.35% | — | -0.86% | |
| 37 | VICI | Vici Properties Inc | Stock-Real Estate | 0.32% | -0.02% | +78.35% | |
| 38 | SLF | Sun Life Financial Inc | Stock-Financials | 0.28% | — | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | -0.02% | +0.80% | |
| 40 | ABM | Abm Industries Inc | Stock-Other | 0.27% | — | — | |
| 41 | TOI | Oncology Institute Inc/the | Stock-Other | 0.26% | +0.02% | NEW | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.26% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | — | — | |
| 44 | MET | Metlife Inc | Stock-Financials | 0.25% | — | — | |
| 45 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.25% | -0.23% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | — | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | — | — | |
| 48 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.25% | — | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.25% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | — | — |
According to official SEC Form 13F filings, FreeGulliver LLC reported a total U.S. public equity portfolio value of $283.6M across 69 disclosed positions in Q1 2024.
During Q1 2024, FreeGulliver LLC's top holdings by market value included JPM (37.8%)、IWL (7.9%)、VIGI (7.4%). The largest single position, JPM, represented 37.8% of total portfolio value.
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 JPM, IWL, VIGI) accounted for 24.8% of total reported equity market value during Q1 2024.
In Q1 2024, FreeGulliver LLC made 0 total portfolio adjustments, initiating 0 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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