Financial Freedom, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $15.1B, Invesco Qqq Trust, Series 1 with a value of $13B, Vanguard Information Technolog with a value of $8.9B, Energy Sector Spdr with a value of $7.5B, and Procter & Gamble CO with a value of $6.84B.

Examining the 13F form we can see an increase of $7.28B in the current position value, from $169B to 176B.

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 $176 Billion
ETFs: $149 Billion
Technology: $7.94 Billion
Consumer Defensive: $7.6 Billion
Healthcare: $2.49 Billion
Consumer Cyclical: $2.28 Billion
Financial Services: $1.96 Billion
Industrials: $1.72 Billion
Communication Services: $1.33 Billion
Other: $1.56 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $176 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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