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
$22.5B
$16.9 Million 0.01% of portfolio
100
Q4 2022 New
$36.4B
$13.7 Million 0.01% of portfolio
221
Q4 2024 Added 0.45%
$20.2B
$10.7 Million 0.01% of portfolio
199
Q4 2024 Added 1.02%
$84.1B
$20.7 Million 0.01% of portfolio
192
Q4 2022 New
$28.4B
$12.9 Million 0.01% of portfolio
112
Q1 2023 Added 0.9%
$120B
$22.3 Million 0.01% of portfolio
394
Q4 2024 Added 0.77%
$15.2B
$26.7 Million 0.01% of portfolio
451
Q4 2022 New
$1.02B
$16.3 Million 0.01% of portfolio
867
Q4 2022 New
$58.9B
$24 Million 0.01% of portfolio
45
Q4 2024 Reduced 48.86%
$303B
$19.3 Million 0.01% of portfolio
109
Q4 2024 Added 0.93%
$92.9B
$22.7 Million 0.01% of portfolio
435
Q4 2024 Added 1.64%
$88.6B
$11.6 Million 0.01% of portfolio
63
Q4 2022 New
$178B
$9.89 Million 0.01% of portfolio
115
Q2 2024 New
$139B
$9.67 Million 0.01% of portfolio
135
Q4 2024 Added 0.75%
$89.2B
$16.2 Million 0.01% of portfolio
214
Q4 2024 Added 0.47%
$79.3B
$21.5 Million 0.01% of portfolio
359
Q4 2024 Added 0.56%
$188B
$18.2 Million 0.01% of portfolio
151
Q4 2024 Added 0.67%
$67.3B
$10.8 Million 0.01% of portfolio
140
Q4 2023 Added 125.81%
$159B
$14.5 Million 0.01% of portfolio
635
Q4 2024 Added 0.16%
$12.6B
$10.7 Million 0.01% of portfolio
52
Q4 2022 New
$41.7B
$22.3 Million 0.01% of portfolio
106
Q4 2022 New
$0
$6.18 Million 0.0% of portfolio
258
Q1 2023 New
$7.11B
$4.92 Million 0.0% of portfolio
130
Q3 2024 Added 0.78%
$38.8B
$3.2 Million 0.0% of portfolio
42
Q4 2022 New
$2.3B
$2.27 Million 0.0% of portfolio
600
Q4 2022 New
$56.4B
$6.86 Million 0.0% of portfolio
20
Q4 2022 New
$8.53B
$7.2 Million 0.0% of portfolio
64
Q3 2024 Added 1.59%
$67.3B
$8.64 Million 0.0% of portfolio
84
Q4 2024 Added 1.2%
$361M
$1.94 Million 0.0% of portfolio
400
Q4 2022 New
$16.3B
$2.63 Million 0.0% of portfolio
48
Q4 2022 New
$3.16B
$3.94 Million 0.0% of portfolio
100
Q3 2023 New
$28.9B
$8.68 Million 0.0% of portfolio
216
Q4 2024 Added 1.41%
$58.3B
$3.83 Million 0.0% of portfolio
56
Q1 2024 Added 1.82%
$36.7B
$2.55 Million 0.0% of portfolio
13
Q4 2022 New
$28.3B
$3.2 Million 0.0% of portfolio
206
Q4 2024 Added 0.49%
$260M
$474,000 0.0% of portfolio
126
Q4 2022 New
$20.2B
$7.65 Million 0.0% of portfolio
50
Q4 2023 New
$4.14B
$747,000 0.0% of portfolio
10
Q4 2022 New
$97.1B
$1.54 Million 0.0% of portfolio
52
Q4 2024 Added 1.96%
$23B
$1.58 Million 0.0% of portfolio
149
Q2 2024 Reduced 3.25%
$15.4B
$8.26 Million 0.0% of portfolio
109
Q4 2024 Added 0.93%
$53.9B
$1.31 Million 0.0% of portfolio
10
Q1 2024 Reduced 54.55%
$2.99B
$9.08 Million 0.0% of portfolio
100
Q4 2022 New
$0
$6.6 Million 0.0% of portfolio
-
Q4 2022 New
$6.06B
$814,000 0.0% of portfolio
117
Q4 2022 New
$44.8B
$2.39 Million 0.0% of portfolio
42
Q4 2022 New
$12.4B
$8.33 Million 0.0% of portfolio
300
Q4 2022 New
$155B
$7.87 Million 0.0% of portfolio
112
Q4 2024 Added 0.9%
$3.63B
$961,000 0.0% of portfolio
20
Q4 2022 New

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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