Freedom Financial Partners LLC Reduced Holdings in Q1 2025

Freedom Financial Partners LLC

$215 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL Apple Inc. Technology	-473 - 0.78%	$209.68 - $247.1 $99.2K - $117K	60.5K $13.4B
VOO Vanguard Index Fds S&P 500 ETF ETFs	-778 - 1.87%	$507.05 - $563.67 $394K - $439K	40.8K $21B
DFAC Dimensional ETF Tr U S Core Eq ETFs	-3.02K - 1.32%	$32.42 - $36.13 $97.9K - $109K	225K $7.44B
TSLA Tesla, Inc. Consumer Cyclical	-72 - 3.65%	$222.15 - $428.22 $16K - $30.8K	1.9K $493M
Ark 21 Shares Bitcoin ETF	-124 - 0.72%	N/A	17.1K $1.41B
SMH Vaneck ETF Tr Semiconductor Et ETFs	-545 - 24.66%	$212.17 - $267.17 $116K - $146K	1.67K $352M
VB Vanguard Small Cap ETF ETFs	-341 - 5.96%	$217.89 - $252.64 $74.3K - $86.2K	5.38K $1.19B
MSFT Microsoft Corp Technology	-6 - 0.24%	$375.39 - $447.2 $2.25K - $2.68K	2.51K $944M
SCHB Schwab Strategic Tr Us Broad M ETFs	-1.33K - 2.2%	$21.23 - $23.75 $28.2K - $31.6K	59.1K $1.27B
VEA Vanguard Ftse Developed Market ETFs	-2.77K - 12.91%	$47.4 - $52.99 $131K - $147K	18.7K $949M
QQQ Invesco Qqq Trust, Series 1 ETFs	-5 - 0.31%	$468.34 - $539.52 $2.34K - $2.7K	1.59K $744M
VOE Vanguard Mid Cap Value Index F ETFs	-362 - 22.48%	$156.61 - $168.02 $56.7K - $60.8K	1.25K $200M
DFSI Dimensional ETF Tr Dimen Intl	-729 - 6.98%	N/A	9.72K $339M
JPM Jpmorgan Chase & CO Financial Services	-4 - 0.33%	$225.19 - $279.95 $901 - $1.12K	1.22K $298M
LQD Ishares Iboxx $ Investment Gra ETFs	-169 - 1.17%	$105.1 - $109.61 $17.8K - $18.5K	14.3K $1.56B
DVY Ishares Tr ETFs	-41 - 0.44%	$128.58 - $138.1 $5.27K - $5.66K	9.25K $1.24B
PID Invesco Exchange Traded Fd Tr ETFs	-689 - 1.32%	N/A	51.3K $979M
XLU Utilities Sector Spdr ETFs	-338 - 1.87%	$74.7 - $80.27 $25.2K - $27.1K	17.7K $1.4B
WPC W. P. Carey Inc. Real Estate	-2.53K - 5.27%	$53.5 - $65.05 $135K - $165K	45.5K $2.87B

Activity Summary All Purchases 54 New Holdings 10 Increased Positions 44 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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