Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $189 Billion
  • Q3 2024

Financial Freedom, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.7B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Vanguard Information Technolog with a value of $8.96B, Procter & Gamble CO with a value of $7.19B, and Energy Sector Spdr with a value of $7B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $176B to 189B.

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 $189 Billion
ETFs: $161 Billion
Consumer Defensive: $8.01 Billion
Technology: $7.88 Billion
Healthcare: $2.6 Billion
Consumer Cyclical: $2.59 Billion
Financial Services: $2.09 Billion
Industrials: $1.86 Billion
Communication Services: $1.34 Billion
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38B
$142 Million 0.08% of portfolio
17,394
Q3 2023 Reduced 22.33%
$2.93B
$32.2 Million 0.02% of portfolio
403
Q2 2024 Added 0.25%
$7.13B
$33.7 Million 0.02% of portfolio
1,196
Q3 2024 Added 1.44%
$2.66B
$37.3 Million 0.02% of portfolio
2,394
Q1 2024 Added 3.28%
$5.27B
$9.58 Million 0.01% of portfolio
293
Q3 2024 Added 1.03%
$2.99B
$12.6 Million 0.01% of portfolio
409
Q3 2024 Added 1.24%
$3.05B
$15.4 Million 0.01% of portfolio
265
Q3 2024 Added 0.38%
$3.01B
$9.65 Million 0.01% of portfolio
100
Q4 2022 New
$2.43B
$15.7 Million 0.01% of portfolio
545
Q1 2024 New
$8.12B
$11.8 Million 0.01% of portfolio
1,317
Q3 2024 Added 1.7%
$6.3B
$2 Million 0.0% of portfolio
50
Q4 2022 New
$4.28B
$4.7 Million 0.0% of portfolio
100
Q3 2023 New
$6.07B
$2.26 Million 0.0% of portfolio
100
Q1 2023 Reduced 71.43%
$9.29B
$7.32 Million 0.0% of portfolio
64
Q3 2024 Added 1.59%
$6.37B
$3.7 Million 0.0% of portfolio
161
Q2 2024 Reduced 4.73%
$7.83B
$5.01 Million 0.0% of portfolio
130
Q3 2024 Added 0.78%
$3.75B
$901,000 0.0% of portfolio
20
Q4 2022 New
$6.25B
$1.1 Million 0.0% of portfolio
117
Q4 2022 New
$3.63B
$20,000 0.0% of portfolio
1
Q4 2022 New
$2.17B
$542,000 0.0% of portfolio
30
Q1 2023 Reduced 31.82%
$4.21B
$1.36 Million 0.0% of portfolio
16
Q4 2023 Added 6.67%
$3.93B
$3.11 Million 0.0% of portfolio
882
Q4 2023 Reduced 10.18%
$3.85B
$6.31 Million 0.0% of portfolio
822
Q3 2024 Added 0.98%
$4.09B
$3.83 Million 0.0% of portfolio
200
Q3 2024 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $189 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Financial Freedom, LLC Portfolio

Follow Financial Freedom, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Freedom, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Freedom, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email