Freedom Wealth Alliance, LLC Sells in Q3 2023

Freedom Wealth Alliance, LLC

  • $60.8 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.23K
- 8.03%
$50.09 - $53.81 $462K - $497K
106K $5.31B
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-6.52K
- 7.02%
$58.71 - $63.37 $383K - $413K
86.4K $5.09B
AAPL
Apple Inc.

Technology
-1.12K
- 6.88%
$170.43 - $196.45 $191K - $220K
15.2K $2.59B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-543
- 0.78%
$63.23 - $68.5 $34.3K - $37.2K
69.1K $4.39B
WEC
Wec Energy Group, Inc.

Utilities
-1.57K
- 20.75%
$79.88 - $92.54 $125K - $145K
5.99K $483M
INTC
Intel Corp

Technology
-6.17K
- 50.28%
$31.85 - $38.86 $196K - $240K
6.1K $217M
VTI
Vanguard Total Stock Market Et

ETFs
-344
- 3.51%
$211.41 - $228.35 $72.7K - $78.6K
9.46K $2.01B
MSFT
Microsoft Corp

Technology
-332
- 11.83%
$312.14 - $359.49 $104K - $119K
2.48K $781M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.03K
- 27.3%
$125.98 - $144.85 $129K - $148K
2.73K $347M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.87K
- 5.27%
$33.82 - $36.71 $63.1K - $68.5K
33.5K $1.14B
DVN
Devon Energy Corp

Energy
-894
- 10.67%
$46.41 - $54.0 $41.5K - $48.3K
7.49K $357M
V
Visa Inc.

Financial Services
-206
- 17.61%
$229.5 - $248.11 $47.3K - $51.1K
964 $222M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-301
- 1.43%
$53.5 - $55.92 $16.1K - $16.8K
20.7K $1.11B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-172
- 1.24%
$43.67 - $46.49 $7.51K - $8K
13.8K $601M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-270
- 2.79%
$39.04 - $43.07 $10.5K - $11.6K
9.41K $369M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-809
- 6.48%
$23.58 - $25.22 $19.1K - $20.4K
11.7K $278M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-160
- 1.33%
$48.03 - $50.5 $7.68K - $8.08K
11.8K $570M
NVDA
Nvidia Corp

Technology
-29
- 5.03%
$408.55 - $493.55 $11.8K - $14.3K
548 $238M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-53
- 0.21%
$17.06 - $17.67 $904 - $937
25.2K $431M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-86
- 1.28%
$46.19 - $47.22 $3.97K - $4.06K
6.63K $306M
ABBV
Abb Vie Inc.

Healthcare
-387
- 11.28%
$133.59 - $154.65 $51.7K - $59.8K
3.04K $454M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.1%
$340.9 - $370.48 $3.41K - $3.7K
895 $314M
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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