Financial Freedom, LLC Incresed Positions in Q1 2025

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
3
+ 0.25%
$66.78 - $81.42 $200 - $244
1.21K $86.7M
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.76%
$53.9 - $63.11 $162 - $189
397 $24.2M
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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 4.04%
$551.42 - $612.93 $6.62K - $7.36K
309 $173M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.49%
$68.12 - $83.42 $68.1 - $83.4
207 $15.4M
SPG
Simon Property Group Inc

Real Estate
4
+ 1.3%
$159.48 - $187.78 $638 - $751
312 $51.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.25%
$156.61 - $168.02 $626 - $672
1.6K $257M
ET
Energy Transfer LP

Energy
47
+ 1.62%
$17.26 - $21.08 $811 - $991
2.95K $54.9M
Fidelity Enhanced Mid Cap ETF
5
+ 0.34%
N/A
1.49K $46.8M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.47%
$63.29 - $81.72 $63.3 - $81.7
215 $13.6M
BAC
Bank Of America Corp

Financial Services
6
+ 0.44%
$39.61 - $47.74 $238 - $286
1.39K $57.8M
NWL
Newell Brands Inc.

Consumer Defensive
9
+ 1.09%
$6.2 - $10.66 $55.8 - $95.9
836 $5.18M
TGT
Target Corp

Consumer Defensive
1
+ 0.94%
$103.65 - $142.5 $104 - $143
107 $11.2M
Amplify Tr Cybersecurity ETF
1
+ 0.08%
N/A
1.3K $93.4M
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
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