Financial Freedom, LLC Purchases in Q1 2025

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.46%
$206.54 - $226.16 $413 - $452
433 $94.7M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.92%
$169.2 - $216.66 $169 - $217
110 $23M
T
At&T Inc.

Communication Services
1
+ 0.16%
$21.56 - $28.28 $21.6 - $28.3
636 $18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.84%
$56.12 - $68.15 $168 - $204
362 $24.6M
Fidelity Ethereum Fund
156
New
N/A
156 $2.85M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8
+ 0.38%
$39.18 - $43.52 $313 - $348
2.09K $87.6M
PAA
Plains All American Pipeline LP

Energy
15
+ 1.93%
$17.32 - $20.96 $260 - $314
793 $15.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 1.0%
$67.08 - $76.14 $268 - $305
405 $29.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7
+ 0.75%
$105.1 - $109.61 $736 - $767
941 $102M
WFC
Wells Fargo & Company

Financial Services
3
+ 0.25%
$66.78 - $81.42 $200 - $244
1.21K $86.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
+ 0.64%
$71.17 - $73.66 $427 - $442
943 $69.2M
KMI
Kinder Morgan, Inc.

Energy
14
+ 1.08%
$26.1 - $31.22 $365 - $437
1.31K $37.5M
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.26%
$81.43 - $87.33 $81.4 - $87.3
383 $33.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 0.41%
$47.08 - $50.67 $141 - $152
743 $37.3M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
6
+ 0.28%
$106.44 - $113.12 $639 - $679
2.18K $238M
DXC
Dxc Technology CO

Technology
81
New
$16.43 - $22.61 $1.33K - $1.83K
81 $1.38M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.45%
$61.61 - $70.93 $61.6 - $70.9
222 $15.1M
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.49%
$15.45 - $19.56 $15.5 - $19.6
207 $4.03M
CTRE
Care Trust Reit, Inc.

Real Estate
4
+ 0.97%
$24.93 - $29.13 $99.7 - $117
417 $11.9M
Reddit Inc Cl A
7
New
N/A
7 $734K
QCOM
Qualcomm Inc

Technology
4
+ 0.29%
$151.94 - $175.86 $608 - $703
1.4K $215M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1
+ 0.47%
$38.54 - $41.5 $38.5 - $41.5
214 $8.69M
JOE
St Joe CO

Real Estate
1
+ 0.38%
$43.61 - $49.45 $43.6 - $49.5
266 $12.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6
+ 0.87%
$32.5 - $33.3 $195 - $200
698 $23.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.22%
$77.7 - $78.94 $77.7 - $78.9
460 $36.3M
Lam Research Corp Com New
2
+ 0.32%
N/A
635 $46.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2
+ 0.61%
$51.52 - $52.37 $103 - $105
331 $17.3M
RWO
Spdr Dow Jones Global Real Est

ETFs
2
+ 0.71%
$41.41 - $45.24 $82.8 - $90.5
282 $12.3M
PEP
Pepsico Inc

Consumer Defensive
15
+ 1.61%
$142.64 - $156.42 $2.14K - $2.35K
944 $142M
K
Kellogg CO

Consumer Defensive
1
+ 0.76%
$81.06 - $82.9 $81.1 - $82.9
133 $11M
USRT
Ishares Core U.S. Reit ETF

ETFs
2
+ 0.39%
$55.14 - $60.29 $110 - $121
512 $29.5M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2
+ 0.87%
$17.61 - $18.7 $35.2 - $37.4
232 $4.34M
Fidelity Enhanced Large Cap Value ETF
3
+ 0.54%
N/A
561 $17.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3
+ 0.61%
$50.87 - $51.09 $153 - $153
491 $25.1M
LADR
Ladder Capital Corp

Real Estate
10
+ 2.14%
$10.81 - $11.87 $108 - $119
477 $5.44M
NOK
Nokia Corp

Technology
1
+ 0.6%
$4.43 - $5.42 $4.43 - $5.42
168 $886K
Wk Kellogg CO Com Shs
1
+ 3.23%
N/A
32 $632K
OGN
Organon & Co.

Healthcare
1
+ 0.5%
$14.29 - $16.41 $14.3 - $16.4
202 $3.02M
IP
International Paper CO

Consumer Cyclical
1
+ 0.5%
$49.38 - $60.09 $49.4 - $60.1
200 $10.7M
BNDX
Vanguard Total International B

ETFs
2
+ 0.53%
$48.33 - $49.5 $96.7 - $99
382 $18.6M
NEE
Nextera Energy Inc

Utilities
1
+ 0.74%
$66.96 - $76.16 $67 - $76.2
136 $9.64M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.98%
$72.17 - $83.76 $72.2 - $83.8
103 $7.78M
PRU
Prudential Financial Inc

Financial Services
1
+ 1.56%
$105.04 - $122.33 $105 - $122
65 $7.27M
BEP
Brookfield Renewable Partners L.P.

Utilities
18
+ 1.49%
$20.03 - $23.79 $361 - $428
1.23K $27.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.26%
$21.23 - $23.75 $21.2 - $23.8
384 $8.27M
CMCSA
Comcast Corp

Communication Services
3
+ 0.29%
$33.19 - $38.23 $99.6 - $115
1.03K $37.9M
FRT
Federal Realty Investment Trust

Real Estate
1
+ 1.56%
$94.7 - $111.82 $94.7 - $112
65 $6.36M
AA
Alcoa Corp

Basic Materials
1
+ 0.77%
$30.5 - $39.53 $30.5 - $39.5
131 $3.98M
DOW
Dow Inc.

Basic Materials
4
+ 1.85%
$34.36 - $41.92 $137 - $168
220 $7.67M
Activity Summary
Buys All Purchases 140 New Holdings 11 Increased Positions 129 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Freedom, LLC Portfolio

Follow Financial Freedom, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Freedom, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Freedom, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email