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CIK: 0002032561
Total reported value
$283.6M
$283.6M
84 檔
33.3%
As reported in its official Q3 2024 Form 13F filing, FreeGulliver LLC's tracked investment portfolio stood at $283.6M with 84 total positions.
During Q3 2024, FreeGulliver LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPM, IWL, VIGI) accounted for 33.3% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 26.58% | -1.45% | -0.03% | |
| 2 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 12.82% | -0.92% | +48.82% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 7.44% | -1.40% | +4.84% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 4.82% | -0.04% | +3.82% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.44% | — | -5.07% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.95% | -0.13% | -0.19% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.53% | +0.08% | NEW | |
| 8 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 2.98% | -0.38% | +3.41% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.47% | -0.15% | EXIT | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | +0.84% | +147.73% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.22% | -0.45% | +11.08% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.49% | -0.05% | +14.58% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.33% | -0.19% | +30.39% | |
| 14 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.26% | -0.23% | +15.31% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.97% | -0.34% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | — | +3.00% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | — | +19.74% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | -0.02% | -3.02% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 0.89% | — | +0.35% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | -0.09% | +24.70% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | +0.01% | +49.81% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | -13.10% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.73% | -0.04% | +0.00% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.13% | NEW | |
| 25 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | — | +1.50% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.07% | +0.21% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.01% | -0.31% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +0.41% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | — | +9.58% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | -0.19% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.09% | +65.49% | |
| 32 | FIW | First Trust Water ETF | ETF-Other | 0.44% | -0.12% | +7.88% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | -0.04% | +31.06% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.37% | -0.15% | +148.65% | |
| 35 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.35% | -0.20% | +8.86% | |
| 36 | KKR | Kkr & Co Inc | Stock-Financials | 0.33% | -0.03% | +1.85% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.19% | EXIT | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.13% | +69.71% | |
| 39 | URA | Global X Uranium ETF | ETF-Other | 0.30% | — | +17.46% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | +5.80% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.28% | +0.07% | NEW | |
| 42 | NFG | National Fuel Gas Co | Stock-Energy | 0.27% | — | +0.14% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.06% | +44.56% | |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.26% | — | +17.35% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.05% | +0.81% | |
| 46 | VICI | Vici Properties Inc | Stock-Real Estate | 0.25% | -0.02% | +3.31% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.24% | -0.01% | +0.76% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.04% | +1082.56% | |
| 49 | AON | Aon plc | Stock-Financials | 0.24% | — | +3.23% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.02% | +27.10% |
According to official SEC Form 13F filings, FreeGulliver LLC reported a total U.S. public equity portfolio value of $283.6M across 84 disclosed positions in Q3 2024.
During Q3 2024, FreeGulliver LLC's top holdings by market value included JPM (26.6%)、IWL (12.8%)、VIGI (7.4%). The largest single position, JPM, represented 26.6% of total portfolio value.
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In Q3 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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