Financial Freedom, LLC Reduced Holdings in Q4 2024

Financial Freedom, LLC

  • $190 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.12K
- 5.1%
$96.64 - $101.23 $301K - $315K
57.9K $5.61B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9.25K
- 81.59%
$40.06 - $45.21 $370K - $418K
2.09K $84.8M
PG
Procter & Gamble CO

Consumer Defensive
-43
- 0.1%
$161.05 - $179.7 $6.93K - $7.73K
41.5K $6.95B
DRIV
Global X Fds Global X Autonomo

ETFs
-8.3K
- 18.05%
$22.45 - $24.22 $186K - $201K
37.7K $865M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.24K
- 3.22%
$49.79 - $51.14 $111K - $114K
67.3K $3.37B
IHF
Ishares Tr

ETFs
-1.87K
- 40.74%
$47.41 - $56.83 $88.8K - $106K
2.73K $131M
CORP
Pimco Investment Grade Corp Bd

ETFs
-346
- 1.76%
$95.1 - $99.41 $32.9K - $34.4K
19.3K $1.83B
NANR
Spdr Index Shs Fds S&P North A

ETFs
-8
- 0.04%
$50.02 - $58.31 $400 - $466
18.1K $927M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-581
- 41.98%
$131.66 - $144.0 $76.5K - $83.7K
803 $106M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.01K
- 17.49%
$89.88 - $101.38 $90.9K - $102K
4.77K $445M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1.43K
- 46.71%
$47.66 - $51.97 $68.3K - $74.5K
1.64K $79.8M
MSFT
Microsoft Corp

Technology
-56
- 1.14%
$406.35 - $454.46 $22.8K - $25.4K
4.86K $2.05B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-120
- 1.05%
$125.4 - $135.42 $15K - $16.3K
11.4K $1.42B
QCOM
Qualcomm Inc

Technology
-210
- 13.07%
$150.4 - $178.04 $31.6K - $37.4K
1.4K $215M
AIQ
Global X Funds Global X Artifi

ETFs
-3.96K
- 6.15%
$36.57 - $40.57 $145K - $161K
60.4K $2.33B
VB
Vanguard Small Cap ETF

ETFs
-451
- 2.54%
$233.76 - $261.58 $105K - $118K
17.3K $4.16B
MBB
Ishares Tr

ETFs
-379
- 8.49%
$91.26 - $95.82 $34.6K - $36.3K
4.09K $375M
VTV
Vanguard Value ETF

ETFs
-219
- 16.64%
$168.32 - $181.87 $36.9K - $39.8K
1.1K $186M
WTW
Willis Towers Watson PLC

Financial Services
-189
- 17.55%
$287.99 - $332.53 $54.4K - $62.8K
888 $278M
MUB
Ishares National Muni Bond ETF

ETFs
-174
- 2.0%
$105.78 - $108.7 $18.4K - $18.9K
8.53K $909M
HD
Home Depot, Inc.

Consumer Cyclical
-77
- 24.37%
$385.02 - $431.37 $29.6K - $33.2K
239 $92.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-97
- 2.47%
$58.88 - $64.8 $5.71K - $6.29K
3.83K $226M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-144
- 2.65%
$105.45 - $117.99 $15.2K - $17K
5.29K $561M
META
Meta Platforms, Inc.

Communication Services
-69
- 6.34%
$554.08 - $632.68 $38.2K - $43.7K
1.02K $597M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-427
- 14.83%
$44.87 - $46.86 $19.2K - $20K
2.45K $110M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-68
- 0.9%
$113.92 - $127.38 $7.75K - $8.66K
7.51K $866M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-640
- 13.26%
$50.63 - $59.0 $32.4K - $37.8K
4.19K $227M
LIT
Global X Fds Global X Lithium

ETFs
-313
- 13.61%
$40.78 - $48.97 $12.8K - $15.3K
1.99K $81M
F
Ford Motor CO

Consumer Cyclical
-1.79K
- 96.23%
$9.69 - $11.4 $17.3K - $20.4K
70 $693K
AMP
Ameriprise Financial Inc

Financial Services
-43
- 48.86%
$473.15 - $574.01 $20.3K - $24.7K
45 $24M
IYG
Ishares Tr

ETFs
-454
- 16.49%
$70.24 - $82.34 $31.9K - $37.4K
2.3K $179M
TRV
Travelers Companies, Inc.

Financial Services
-78
- 14.39%
$225.97 - $266.66 $17.6K - $20.8K
464 $112M
PFE
Pfizer Inc

Healthcare
-167
- 4.0%
$24.8 - $30.19 $4.14K - $5.04K
4.01K $106M
ROBO
Robo Global Robotics And Autom

ETFs
-95
- 1.15%
$55.06 - $58.6 $5.23K - $5.57K
8.13K $457M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2
- 0.43%
$77.86 - $79.27 $156 - $159
459 $35.8M
AVGO
Broadcom Inc.

Technology
-110
- 17.71%
$159.67 - $250.0 $17.6K - $27.5K
511 $118M
VOT
Vanguard Mid Cap Growth Index

ETFs
-62
- 1.98%
$241.48 - $274.89 $15K - $17K
3.07K $779M
WMT
Walmart Inc.

Consumer Defensive
-240
- 5.64%
$79.1 - $95.7 $19K - $23K
4.02K $363M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-400
- 2.01%
$72.18 - $81.41 $28.9K - $32.6K
19.5K $1.47B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-26
- 1.56%
$316.94 - $357.88 $8.24K - $9.3K
1.65K $565M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-18
- 0.24%
$63.19 - $73.31 $1.14K - $1.32K
7.59K $521M
AMZN
Amazon Com Inc

Consumer Cyclical
-133
- 5.84%
$180.88 - $232.93 $24.1K - $31K
2.14K $470M
XLK
Technology Sector Spdr

ETFs
-495
- 1.9%
$220.26 - $241.44 $109K - $120K
25.5K $5.94B
IWP
Ishares Russell Mid Cap Growth

ETFs
-58
- 0.46%
$116.4 - $138.52 $6.75K - $8.03K
12.5K $1.59B
AAPL
Apple Inc.

Technology
-263
- 2.23%
$221.69 - $259.02 $58.3K - $68.1K
11.5K $2.89B
XLF
Financial Sector Spdr

ETFs
-724
- 0.93%
$44.89 - $51.34 $32.5K - $37.2K
77.5K $3.74B
XLY
Select Sector Spdr Consumer Di

ETFs
-285
- 2.35%
$194.8 - $239.43 $55.5K - $68.2K
11.8K $2.65B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-363
- 1.34%
$481.22 - $538.17 $175K - $195K
26.7K $13.6B
VCR
Vanguard Consumer Discretionar

ETFs
-276
- 1.37%
$328.51 - $401.37 $90.7K - $111K
19.9K $7.48B
Activity Summary
Buys All Purchases 155 New Holdings 9 Increased Positions 146 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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