Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $190 Billion
  • Q4 2024

Financial Freedom, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 360 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.9B, Invesco Qqq Trust, Series 1 with a value of $13.6B, Vanguard Information Technolog with a value of $9.56B, Vanguard Consumer Discretionar with a value of $7.48B, and Procter & Gamble CO with a value of $6.95B.

Examining the 13F form we can see an increase of $767M in the current position value, from $189B to 190B.

Financial Freedom, LLC is based out at Cincinnati, OH

Below you can find more details about Financial Freedom, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $162 Billion
Technology: $8.16 Billion
Consumer Defensive: $7.76 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $2.33 Billion
Financial Services: $2.12 Billion
Industrials: $1.71 Billion
Communication Services: $1.41 Billion
Other: $1.53 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$382B
$6.95 Billion 3.66% of portfolio
41,457
Q4 2024 Reduced 0.1%
$3.7T
$2.89 Billion 1.52% of portfolio
11,530
Q4 2024 Reduced 2.23%
$3.2T
$2.05 Billion 1.08% of portfolio
4,859
Q4 2024 Reduced 1.14%
$207B
$1.38 Billion 0.73% of portfolio
4,759
Q4 2024 Added 0.34%
$343B
$1.08 Billion 0.57% of portfolio
8,028
Q4 2024 Added 15.74%
$468B
$805 Million 0.42% of portfolio
7,481
Q4 2024 Added 0.63%
$384B
$758 Million 0.4% of portfolio
5,242
Q4 2024 Added 0.33%
$761B
$697 Million 0.37% of portfolio
2,909
Q4 2024 Added 0.21%
$73.2B
$637 Million 0.34% of portfolio
2,418
Q4 2022 New
$1.37T
$597 Million 0.31% of portfolio
1,020
Q4 2024 Reduced 6.34%
$2.3T
$470 Million 0.25% of portfolio
2,144
Q4 2024 Reduced 5.84%
$690B
$464 Million 0.24% of portfolio
602
Q4 2024 Added 0.17%
$162B
$439 Million 0.23% of portfolio
1,779
Q4 2024 Added 0.06%
$250B
$363 Million 0.19% of portfolio
4,018
Q4 2024 Reduced 5.64%
$434B
$318 Million 0.17% of portfolio
1,910
Q4 2024 Added 0.1%
$195B
$314 Million 0.17% of portfolio
2,824
Q3 2024 Reduced 10.35%
$41.9B
$268 Million 0.14% of portfolio
1,080
Q3 2024 Reduced 48.08%
$602B
$272 Million 0.14% of portfolio
600
Q3 2024 Reduced 6.25%
$248B
$270 Million 0.14% of portfolio
2,711
Q4 2024 Added 0.33%
$247B
$243 Million 0.13% of portfolio
4,104
Q4 2024 Added 0.54%
$177B
$222 Million 0.12% of portfolio
1,182
Q4 2024 Added 0.51%
$477B
$220 Million 0.12% of portfolio
435
Q4 2024 Added 0.23%
$71.6B
$216 Million 0.11% of portfolio
769
Q4 2024 Added 0.26%
$201B
$212 Million 0.11% of portfolio
964
Q4 2024 Added 0.63%
$185B
$215 Million 0.11% of portfolio
1,397
Q4 2024 Reduced 13.07%
$1.2T
$192 Million 0.1% of portfolio
1,007
Q2 2024 Added 4.9%
$129B
$183 Million 0.1% of portfolio
376
Q4 2024 Added 0.8%
$178B
$172 Million 0.09% of portfolio
1,486
Q4 2024 Added 0.07%
$75.7B
$177 Million 0.09% of portfolio
492
Q4 2022 New
$1.15T
$162 Million 0.09% of portfolio
854
Q3 2024 Added 0.12%
$204B
$149 Million 0.08% of portfolio
410
Q3 2024 Reduced 1.2%
$204B
$141 Million 0.07% of portfolio
929
Q3 2024 Added 0.65%
$2.77B
$140 Million 0.07% of portfolio
17,394
Q3 2023 Reduced 22.33%
$234B
$131 Million 0.07% of portfolio
440
Q4 2022 New
$88.2B
$125 Million 0.07% of portfolio
6,212
Q4 2024 Reduced 29.14%
$316B
$127 Million 0.07% of portfolio
874
Q4 2024 Added 0.81%
$148B
$106 Million 0.06% of portfolio
4,013
Q4 2024 Reduced 4.0%
$96.2B
$118 Million 0.06% of portfolio
511
Q4 2024 Reduced 17.71%
$56.1B
$112 Million 0.06% of portfolio
464
Q4 2024 Reduced 14.39%
$200B
$95 Million 0.05% of portfolio
569
Q3 2024 Added 0.18%
$419B
$92.8 Million 0.05% of portfolio
239
Q4 2024 Reduced 24.37%
$43.6B
$94.8 Million 0.05% of portfolio
705
Q4 2023 Added 0.14%
$293B
$84.6 Million 0.04% of portfolio
1,204
Q4 2024 Added 0.33%
$50B
$77.6 Million 0.04% of portfolio
842
Q4 2024 Added 0.24%
$74.3B
$71.8 Million 0.04% of portfolio
760
Q3 2023 Reduced 16.48%
$57.8B
$71.2 Million 0.04% of portfolio
2,318
Q4 2022 New
$29.6B
$73.7 Million 0.04% of portfolio
459
Q4 2022 New
$271B
$75.2 Million 0.04% of portfolio
1,208
Q4 2024 Added 1.34%
$52B
$81.1 Million 0.04% of portfolio
742
Q4 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 360
  • Current Value $190 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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