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CIK: 0002032561
Total reported value
$283.6M
$283.6M
89 檔
39.8%
The Q4 2024 SEC filing reveals that FreeGulliver LLC held a total portfolio value of $283.6M, covering 89 public equity positions.
During Q4 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, LLY) accounted for 39.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 24.13% | -1.45% | -0.44% | |
| 2 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 13.81% | -0.92% | +30.39% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.51% | -0.01% | +6710.38% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.70% | -1.40% | +5.34% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.60% | — | +2.21% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.47% | +0.84% | +88.32% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.22% | -0.13% | -0.34% | |
| 8 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 2.99% | -0.38% | +22.99% | |
| 9 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.42% | -0.04% | -36.84% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.41% | +0.08% | NEW | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.14% | -0.34% | +170.70% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.94% | -0.15% | EXIT | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.84% | -0.45% | +9.66% | |
| 14 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.73% | +0.63% | — | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.73% | — | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.05% | +4.63% | |
| 17 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.08% | -0.23% | +12.15% | |
| 18 | FHN | First Horizon CORP | Stock-Financials | 0.97% | — | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.61% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.19% | -18.84% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | — | +11.05% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | — | +4.57% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 0.70% | — | -0.35% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.02% | -9.01% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.13% | NEW | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -7.65% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.09% | -3.59% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.53% | -0.04% | -0.09% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.01% | -27.39% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.07% | -3.37% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.45% | — | -0.99% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | -0.01% | +0.90% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +0.58% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | — | +19.03% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.43% | -0.11% | EXIT | |
| 36 | FIW | First Trust Water ETF | ETF-Other | 0.37% | -0.12% | +10.56% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.09% | -20.04% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | -0.04% | -17.07% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.30% | -0.20% | +9.54% | |
| 40 | KKR | Kkr & Co Inc | Stock-Financials | 0.30% | -0.03% | -1.77% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.28% | -0.15% | — | |
| 42 | CLOV | Clover Health Investments Co | Stock-Other | 0.27% | +0.01% | +111.76% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | — | +13.80% | |
| 44 | URA | Global X Uranium ETF | ETF-Other | 0.24% | — | +9.22% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | -0.02% | +9.24% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.22% | — | +10.32% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.21% | -0.01% | +0.06% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.20% | +0.07% | NEW | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.19% | — | +133.30% | |
| 50 | AON | Aon plc | Stock-Financials | 0.19% | — | -3.13% |
According to official SEC Form 13F filings, FreeGulliver LLC reported a total U.S. public equity portfolio value of $283.6M across 89 disclosed positions in Q4 2024.
During Q4 2024, FreeGulliver LLC's top holdings by market value included JPM (24.1%)、IWL (13.8%)、LLY (6.5%). The largest single position, JPM, represented 24.1% of total portfolio value.
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In Q4 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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