Freedom Financial Partners LLC Incresed Positions in Q3 2025

Freedom Financial Partners LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
35K
+ 84.31%
N/A
76.6K $7.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
659
+ 1.57%
$567.77 - $614.76 $374K - $405K
42.7K $26.2B
AVDE
American Centy ETF Tr Avantis

ETFs
5.97K
+ 2.48%
$73.24 - $79.04 $437K - $472K
247K $19.5B
VO
Vanguard Mid Cap ETF

ETFs
1.55K
+ 3.58%
$279.83 - $293.74 $434K - $456K
44.9K $13.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.76K
+ 2.25%
$49.43 - $54.52 $186K - $205K
171K $9.24B
AVEM
American Centy ETF Tr Avantis

ETFs
1.9K
+ 1.56%
$68.33 - $75.41 $130K - $144K
124K $9.29B
RLY
Ssga Active ETF Tr

ETFs
11.4K
+ 3.8%
$29.22 - $30.91 $333K - $352K
311K $9.6B
VUG
Vanguard Growth ETF

ETFs
65
+ 0.32%
$433.97 - $484.08 $28.2K - $31.5K
20.5K $9.84B
Grayscale Ethereum Mini Tr E
1.53K
+ 4.98%
N/A
32.2K $1.26B
HTRB
Hartford Fds Total Return Bd E

ETFs
11.4K
+ 10.41%
$33.47 - $34.58 $383K - $396K
121K $4.16B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.37K
+ 6.88%
$39.58 - $40.74 $331K - $341K
130K $5.28B
CGCP
Capital Group Core Plus Income

ETFs
13K
+ 3.52%
$22.27 - $22.95 $290K - $299K
383K $8.7B
CGMU
Capital Group Core Plus Income
8.11K
+ 11.09%
N/A
81.3K $2.22B
BOND
Pimco Active Bond Exchange Tra

ETFs
2.07K
+ 4.42%
$90.83 - $93.81 $188K - $194K
48.8K $4.55B
WPC
W. P. Carey Inc.

Real Estate
130
+ 0.28%
$61.29 - $68.7 $7.97K - $8.93K
45.8K $3.09B
Strategic Trust
5.62K
+ 4.92%
N/A
120K $4.1B
NVDA
Nvidia Corp

Technology
45
+ 0.69%
$153.3 - $186.58 $6.9K - $8.4K
6.6K $1.23B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.3K
+ 10.71%
$50.47 - $50.74 $167K - $167K
34.1K $1.73B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.31K
+ 6.41%
$26.44 - $27.1 $140K - $144K
88.1K $2.38B
Ark 21 Shares Bitcoin ETF
1.16K
+ 2.3%
N/A
51.7K $1.97B
XLU
Utilities Sector Spdr

ETFs
456
+ 2.61%
$81.14 - $87.32 $37K - $39.8K
17.9K $1.56B
LQD
Ishares Iboxx $ Investment Gra

ETFs
868
+ 6.13%
$107.66 - $112.36 $93.4K - $97.5K
15K $1.67B
PHYL
Pgim ETF Tr

ETFs
3.03K
+ 12.04%
$35.14 - $35.8 $107K - $109K
28.2K $1.01B
DVY
Ishares Tr

ETFs
156
+ 1.68%
$133.88 - $142.57 $20.9K - $22.2K
9.46K $1.34B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.6K
+ 8.99%
$50.9 - $52.37 $81.3K - $83.6K
19.4K $1.01B
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.03%
$49.0 - $61.97 $147 - $186
10.9K $620M
PID
Invesco Exchange Traded Fd Tr

ETFs
1.98K
+ 3.81%
N/A
53.9K $1.15B
JNJ
Johnson & Johnson

Healthcare
8
+ 0.34%
$155.17 - $185.42 $1.24K - $1.48K
2.37K $440M
Capital Grp Fixed Incm ETF T
2.65K
+ 28.06%
N/A
12.1K $306M
VTV
Vanguard Value ETF

ETFs
12
+ 0.17%
$175.51 - $186.57 $2.11K - $2.24K
7.19K $1.34B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
162
+ 1.86%
$136.48 - $142.97 $22.1K - $23.2K
8.86K $1.24B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
5
+ 0.76%
$473.44 - $553.71 $2.37K - $2.77K
664 $363M
MSFT
Microsoft Corp

Technology
3
+ 0.12%
$491.09 - $535.64 $1.47K - $1.61K
2.51K $1.3B
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.84K
+ 5.06%
$17.81 - $18.39 $32.8K - $33.9K
38.2K $697M
DFAU
Dimensional ETF Tr

ETFs
25
+ 0.21%
$42.42 - $45.96 $1.06K - $1.15K
11.9K $547M
JNK
Spdr Bloomberg High Yield Bond

ETFs
318
+ 3.64%
$96.22 - $98.19 $30.6K - $31.2K
9.06K $888M
DFSE
Dimensional ETF Tr Dimen Emrgn
76
+ 0.74%
N/A
10.3K $423M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.33%
$282.78 - $316.06 $1.13K - $1.26K
1.22K $386M
MAIN
Main Street Capital Corp

Financial Services
86
+ 1.69%
$59.28 - $67.54 $5.1K - $5.81K
5.19K $330M
MDIV
First Trust Multi Asset Divers

ETFs
929
+ 2.75%
$15.87 - $16.26 $14.7K - $15.1K
34.8K $558M
DFSI
Dimensional ETF Tr Dimen Intl
41
+ 0.35%
N/A
11.8K $484M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
10
+ 0.21%
$64.58 - $69.94 $646 - $699
4.69K $326M
EPD
Enterprise Products Partners L.P.

Energy
401
+ 5.09%
$30.74 - $32.14 $12.3K - $12.9K
8.27K $259M
DFAI
Dimensional ETF Tr

ETFs
18
+ 0.26%
$34.05 - $36.55 $613 - $658
6.87K $250M
META
Meta Platforms, Inc.

Communication Services
16
+ 4.91%
$695.21 - $791.73 $11.1K - $12.7K
342 $251M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.01%
$211.65 - $238.24 $212 - $238
7.47K $1.64B
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.16%
$150.47 - $161.22 $602 - $645
2.44K $375M
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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