Freedom Financial Partners LLC Portfolio Holdings by Sector
Freedom Financial Partners LLC
- $215 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS VOO AVDE CGXU VO RLY CGCP VUG 42 stocks |
$168 Million
84.93% of portfolio
|
28
|
12
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$13.4 Million
6.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$3.17 Million
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$2.87 Million
1.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$1.49 Million
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.38 Million
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$943,750
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$742,876
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$703,381
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$534,362
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$492,922
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$484,791
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$482,451
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Airlines | Industrials
DAL 1 stocks |
$472,807
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$374,154
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$298,201
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MAIN 1 stocks |
$276,133
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$268,000
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$238,618
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$227,322
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$220,473
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$206,671
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$205,851
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$204,794
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|