Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025

Financial Freedom, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $14.1B, Invesco Qqq Trust, Series 1 with a value of $12.4B, Vanguard Information Technolog with a value of $8.23B, Energy Sector Spdr with a value of $7.69B, and Procter & Gamble CO with a value of $7.03B.

Examining the 13F form we can see an decrease of $15.5B in the current position value, from $190B to 174B.

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 $174 Billion
ETFs: $147 Billion
Consumer Defensive: $7.84 Billion
Technology: $7.05 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $2.44 Billion
Financial Services: $2.22 Billion
Industrials: $1.75 Billion
Energy: $1.31 Billion
Other: $1.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$1.16 Million 0.0% of portfolio
20
Q4 2022 New
Brookfield Renewable Corp Cl A Exchangeable Sub Voting Shs Isin #Ca11285 B1085 Sedol #Bsqlly3
-
$8.28 Million 0.0% of portfolio
-
Q4 2024 New
$3.3B
$627,000 0.0% of portfolio
10
Q4 2022 New
$0
$3.26 Million 0.0% of portfolio
137
Q4 2022 New
$2.26B
$5.18 Million 0.0% of portfolio
836
Q1 2025 Added 1.09%
$41.8B
$6.08 Million 0.0% of portfolio
126
Q4 2022 New
$30.3B
$886,000 0.0% of portfolio
168
Q1 2025 Added 0.6%
$244B
$355,000 0.0% of portfolio
3
Q4 2022 New
$159B
$7.98 Million 0.0% of portfolio
115
Q2 2024 New
$2.32B
$3.02 Million 0.0% of portfolio
202
Q1 2025 Added 0.5%
$40.4B
$2.88 Million 0.0% of portfolio
28
Q2 2024 Added 3.7%
$242B
$4.22 Million 0.0% of portfolio
50
Q2 2023 Reduced 90.0%
$55B
$6.17 Million 0.0% of portfolio
50
Q3 2023 Reduced 23.08%
$18.5B
$356,000 0.0% of portfolio
11
Q4 2022 New
$38.9B
$7.27 Million 0.0% of portfolio
65
Q1 2025 Added 1.56%
$152B
$6.42 Million 0.0% of portfolio
30
Q1 2023 Added 3.45%
$40.8B
$7.78 Million 0.0% of portfolio
103
Q1 2025 Added 0.98%
$70.2B
$4.09 Million 0.0% of portfolio
9
Q4 2022 New
$0
$2.05 Million 0.0% of portfolio
45
Q1 2024 Added 2.27%
$0
$2.27 Million 0.0% of portfolio
199
Q1 2025 Reduced 66.89%
$0
$4.34 Million 0.0% of portfolio
232
Q1 2025 Added 0.87%
$48.6B
$7.78 Million 0.0% of portfolio
115
Q4 2022 New
$8.88B
$5.06 Million 0.0% of portfolio
161
Q2 2024 Reduced 4.73%
$1.33B
$5.44 Million 0.0% of portfolio
477
Q1 2025 Added 2.14%
$0
$5.73 Million 0.0% of portfolio
29
Q3 2024 Added 3.57%
$7.65B
$5.33 Million 0.0% of portfolio
100
Q4 2022 New
$0
$3.99 Million 0.0% of portfolio
296
Q1 2024 Added 0.34%
$0
$8.69 Million 0.0% of portfolio
214
Q1 2025 Added 0.47%
$0
$3.38 Million 0.0% of portfolio
58
Q3 2024 Added 1.75%
$4.43B
$2.13 Million 0.0% of portfolio
882
Q4 2023 Reduced 10.18%
$0
$7.58 Million 0.0% of portfolio
130
Q2 2024 New
$3.01B
$18,000 0.0% of portfolio
1
Q4 2022 New
Global X Fds Us Cash Flow Kings 100 ETF
-
$900,000 0.0% of portfolio
-
Q4 2024 New
$0
$6.05 Million 0.0% of portfolio
106
Q4 2024 Added 0.95%
$1.53B
$176,000 0.0% of portfolio
30
Q1 2023 Reduced 31.82%
$2.45B
$1.07 Million 0.0% of portfolio
16
Q4 2023 Added 6.67%
$1.65B
$5.13 Million 0.0% of portfolio
254
Q2 2024 New
$19.7B
$3.38 Million 0.0% of portfolio
220
Q4 2022 New
$34.7B
$3.14 Million 0.0% of portfolio
42
Q4 2022 New
$533M
$296,000 0.0% of portfolio
55
Q4 2022 New
$13.8B
$498,000 0.0% of portfolio
15
Q4 2022 New
$20.4B
$7.67 Million 0.0% of portfolio
220
Q1 2025 Added 1.85%
$22.8B
$5.27 Million 0.0% of portfolio
60
Q1 2025 Reduced 44.95%
$3.88B
$2.3 Million 0.0% of portfolio
50
Q4 2022 New
$3.53B
$1.38 Million 0.0% of portfolio
81
Q1 2025 New
$0
$6.52 Million 0.0% of portfolio
-
Q4 2022 New
$4.14B
$640,000 0.0% of portfolio
117
Q4 2022 New
$98.7B
$7.73 Million 0.0% of portfolio
79
Q4 2022 New
Solventum Corp Com Shs
-
$3.95 Million 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $174 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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