Freedom Financial Partners LLC Incresed Positions in Q1 2025

Freedom Financial Partners LLC

  • $215 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
18.9K
+ 8.93%
$60.63 - $68.55 $1.15M - $1.29M
230K $15.3B
HTRB
Hartford Fds Total Return Bd E

ETFs
45.7K
+ 76.58%
$33.03 - $34.09 $1.51M - $1.56M
105K $3.57B
CGXU
Capital Group Intl Focus Equit

ETFs
62K
+ 12.36%
$24.59 - $26.59 $1.52M - $1.65M
564K $13.8B
RLY
Ssga Active ETF Tr

ETFs
26.5K
+ 10.38%
$27.21 - $28.6 $722K - $759K
282K $8.05B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 8.07%
$42.5 - $46.71 $499K - $548K
157K $7.12B
AVEM
American Centy ETF Tr Avantis

ETFs
8.6K
+ 8.09%
$57.11 - $62.4 $491K - $537K
115K $6.91B
J P Morgan Exchange Traded F
13K
+ 51.39%
N/A
38.2K $2.57B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
12.4K
+ 11.78%
$38.99 - $40.37 $482K - $499K
117K $4.73B
VO
Vanguard Mid Cap ETF

ETFs
2.89K
+ 7.55%
$251.87 - $277.95 $728K - $803K
41.2K $10.6B
CGCP
Capital Group Core Plus Income

ETFs
19K
+ 5.64%
$21.94 - $22.64 $418K - $431K
357K $8.01B
PHYL
Pgim ETF Tr

ETFs
11K
+ 85.56%
$34.67 - $35.44 $382K - $390K
23.9K $832M
Capital Grp Fixed Incm ETF T
9K
+ 4.09%
N/A
229K $6.01B
CGMU
Capital Group Core Plus Income
11.2K
+ 18.92%
N/A
70.3K $1.88B
ECL
Ecolab Inc.

Basic Materials
1
+ 0.01%
$229.72 - $269.82 $230 - $270
12.5K $3.17B
BOND
Pimco Active Bond Exchange Tra

ETFs
1.52K
+ 3.46%
$89.27 - $92.9 $135K - $141K
45.4K $4.2B
Strategic Trust
5.84K
+ 5.71%
N/A
108K $3.5B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.84K
+ 6.44%
$50.39 - $50.66 $92.5K - $93K
30.3K $1.54B
PEP
Pepsico Inc

Consumer Defensive
726
+ 17.17%
$142.64 - $156.42 $104K - $114K
4.95K $743M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.98K
+ 13.07%
$51.26 - $52.53 $102K - $104K
17.1K $883M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.19K
+ 37.36%
$42.24 - $47.29 $92.5K - $104K
8.05K $344M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
44
+ 0.51%
$128.74 - $138.67 $5.66K - $6.1K
8.64K $1.17B
VTV
Vanguard Value ETF

ETFs
13
+ 0.18%
$167.73 - $179.21 $2.18K - $2.33K
7.15K $1.23B
XEL
Xcel Energy Inc

Utilities
1
+ 0.01%
$63.37 - $72.1 $63.4 - $72.1
7.55K $534M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.12%
$232.43 - $265.13 $232 - $265
860 $227M
JNK
Spdr Bloomberg High Yield Bond

ETFs
205
+ 2.52%
$94.86 - $97.12 $19.4K - $19.9K
8.34K $795M
MAIN
Main Street Capital Corp

Financial Services
330
+ 7.25%
$54.71 - $63.1 $18.1K - $20.8K
4.88K $276M
MDIV
First Trust Multi Asset Divers

ETFs
64
+ 0.18%
$16.02 - $16.68 $1.03K - $1.07K
35.2K $576M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.07%
$158.56 - $176.26 $317 - $353
2.83K $482M
DFSE
Dimensional ETF Tr Dimen Emrgn
39
+ 0.48%
N/A
8.16K $275M
FPE
First Tr Pfd Secs & Income ETF

ETFs
239
+ 0.66%
$17.53 - $17.87 $4.19K - $4.27K
36.5K $642M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.12%
$408.78 - $448.82 $409 - $449
847 $356M
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.26%
$183.02 - $207.75 $549 - $623
1.17K $217M
DFAU
Dimensional ETF Tr

ETFs
15
+ 0.13%
$37.84 - $42.29 $568 - $634
11.9K $458M
CAT
Caterpillar Inc

Industrials
1
+ 0.12%
$326.75 - $407.63 $327 - $408
813 $268M
Bitwise Bitcoin ETF Tr
74
+ 1.44%
N/A
5.21K $234M
DFSU
Dimensional ETF Tr Dimen Us Su
32
+ 0.22%
N/A
14.6K $523M
JMEE
J P Morgan Exchange Traded Fd

ETFs
5.23K
+ 6.21%
$54.51 - $63.63 $285K - $333K
89.4K $5.01B
NVDA
Nvidia Corp

Technology
135
+ 2.12%
$106.98 - $149.43 $14.4K - $20.2K
6.49K $703M
AMZN
Amazon Com Inc

Consumer Cyclical
244
+ 3.49%
$190.26 - $242.06 $46.4K - $59.1K
7.24K $1.38B
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.02%
$43.6 - $69.06 $87.2 - $138
10.8K $473M
AVUS
American Centy ETF Tr Avantis

ETFs
8.64K
+ 3.77%
$90.7 - $101.57 $784K - $878K
238K $22B
Grayscale Ethereum Mini Tr E
1.04K
+ 3.51%
N/A
30.7K $529M
VUG
Vanguard Growth ETF

ETFs
80
+ 0.4%
$369.1 - $427.61 $29.5K - $34.2K
20.2K $7.5B
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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