Financial Freedom, LLC Incresed Positions in Q3 2024

Financial Freedom, LLC

  • $189 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.34%
$127.29 - $141.5 $509 - $566
1.17K $164M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.02%
$152.9 - $180.39 $153 - $180
4.36K $761M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.17%
$256.4 - $289.78 $256 - $290
596 $169M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.24%
$87.11 - $104.95 $174 - $210
840 $86.1M
LIT
Global X Fds Global X Lithium

ETFs
3
+ 0.13%
$35.01 - $43.59 $105 - $131
2.3K $100M
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.2%
$79.92 - $88.19 $240 - $265
1.53K $135M
KO
Coca Cola CO

Consumer Defensive
8
+ 0.68%
$62.69 - $73.01 $502 - $584
1.19K $85.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
27
+ 0.79%
$28.02 - $32.68 $757 - $882
3.46K $112M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$341.08 - $391.94 $341 - $392
823 $316M
MMM
3 M CO

Industrials
1
+ 0.46%
$99.69 - $139.42 $99.7 - $139
218 $29.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
6
+ 0.24%
$85.48 - $98.39 $513 - $590
2.53K $244M
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.47%
$201.77 - $221.32 $404 - $443
426 $93.2M
FNDC
Schwab Fundamental Intl Small

ETFs
14
+ 0.73%
$33.85 - $38.5 $474 - $539
1.94K $74M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 1.1%
$106.11 - $113.72 $1.06K - $1.14K
921 $104M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21
+ 0.73%
$44.65 - $47.21 $938 - $991
2.88K $135M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.65%
$161.9 - $179.3 $971 - $1.08K
929 $158M
SPG
Simon Property Group Inc

Real Estate
4
+ 1.33%
$146.09 - $170.11 $584 - $680
305 $51.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
4
+ 0.33%
$56.47 - $63.69 $226 - $255
1.21K $76.4M
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.47%
$109.12 - $122.4 $218 - $245
429 $51.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.11%
$52.1 - $59.66 $104 - $119
1.79K $106M
PFE
Pfizer Inc

Healthcare
34
+ 0.82%
$27.7 - $31.39 $942 - $1.07K
4.18K $121M
Fidelity Enhanced International ETF
12
+ 0.53%
N/A
2.26K $68.3M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.55%
$44.07 - $50.57 $176 - $202
736 $37.2M
BEP
Brookfield Renewable Partners L.P.

Utilities
17
+ 1.44%
$23.3 - $28.3 $396 - $481
1.2K $33.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
5
+ 1.0%
$53.07 - $62.66 $265 - $313
505 $31.1M
Fidelity Enhanced Mid Cap ETF
5
+ 0.34%
N/A
1.48K $47.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.18%
$110.22 - $120.89 $110 - $121
556 $66.9M
Ge Healthcare Technologies Inc Common Stock
1
+ 0.45%
N/A
221 $20.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.87%
$71.45 - $75.64 $572 - $605
925 $69.5M
KMI
Kinder Morgan, Inc.

Energy
17
+ 1.34%
$19.72 - $22.22 $335 - $378
1.29K $28.4M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 1.35%
$101.25 - $127.45 $203 - $255
150 $18.2M
VZ
Verizon Communications Inc

Communication Services
6
+ 0.77%
$38.89 - $45.0 $233 - $270
787 $35.4M
K
Kellogg CO

Consumer Defensive
1
+ 0.77%
$56.19 - $80.81 $56.2 - $80.8
131 $10.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.28%
$64.35 - $75.71 $64.4 - $75.7
357 $26.3M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.93%
$163.84 - $199.33 $164 - $199
108 $21.3M
BOTZ
Global X Fds

ETFs
3
+ 0.14%
$27.68 - $32.27 $83 - $96.8
2.1K $67.6M
AMGN
Amgen Inc

Healthcare
2
+ 0.85%
$309.38 - $337.38 $619 - $675
237 $76.3M
CMCSA
Comcast Corp

Communication Services
4
+ 0.39%
$37.33 - $41.78 $149 - $167
1.02K $42.6M
MO
Altria Group, Inc.

Consumer Defensive
7
+ 1.66%
$45.95 - $54.71 $322 - $383
428 $21.8M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.46%
$52.61 - $65.44 $52.6 - $65.4
220 $14.3M
CTRE
Care Trust Reit, Inc.

Real Estate
5
+ 1.24%
$25.14 - $31.2 $126 - $156
409 $12.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 1.02%
$66.31 - $74.08 $265 - $296
396 $29.1M
VTRS
Viatris Inc

Healthcare
18
+ 0.9%
$10.32 - $12.13 $186 - $218
2.01K $23.3M
NEE
Nextera Energy Inc

Utilities
1
+ 0.75%
$69.9 - $84.97 $69.9 - $85
134 $11.3M
RIO
Rio Tinto PLC

Basic Materials
6
+ 2.25%
$59.71 - $71.21 $358 - $427
273 $19.5M
T
At&T Inc.

Communication Services
1
+ 0.16%
$18.21 - $22.28 $18.2 - $22.3
634 $14M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.49%
$72.8 - $85.04 $72.8 - $85
205 $17.2M
RWO
Spdr Dow Jones Global Real Est

ETFs
3
+ 1.09%
$41.23 - $48.48 $124 - $145
277 $13.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5
+ 0.89%
$36.98 - $41.55 $185 - $208
568 $23.4M
Activity Summary
Buys All Purchases 151 New Holdings 1 Increased Positions 150 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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