Byrne Financial Freedom, LLC Portfolio Holdings

Byrne Financial Freedom, LLC

  • $176 Billion
  • Q1 2025

Byrne Financial Freedom, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $16.7B, Alphabet Inc. with a value of $8.9B, Apple Inc. with a value of $7.94B, Ark ETF Tr Innovation ETF (De) with a value of $7.75B, and Nuveen Amt Free Quality Municipal Income Fund with a value of $7.68B.

Examining the 13F form we can see an decrease of $48.7B in the current position value, from $225B to 176B.

Byrne Financial Freedom, LLC is based out at Franklin, MA

Below you can find more details about Byrne Financial Freedom, LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion
ETFs: $83.9 Billion
Technology: $31.2 Billion
Consumer Cyclical: $18.8 Billion
Financial Services: $11 Billion
Communication Services: $10.3 Billion
Consumer Defensive: $9.89 Billion
Healthcare: $5.02 Billion
Industrials: $1.38 Billion
Other: $969 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91T
$16.7 Billion 9.5% of portfolio
87,859
Q1 2025 Reduced 1.2%
$986B
$8.9 Billion 5.06% of portfolio
56,981
Q1 2025 Reduced 0.01%
$3.39T
$7.94 Billion 4.51% of portfolio
35,726
Q1 2025 Reduced 2.25%
$0
$7.75 Billion 4.4% of portfolio
162,860
Q1 2025 Reduced 0.95%
$0
$7.68 Billion 4.37% of portfolio
686,074
Q1 2025 Added 6.46%
$2.94T
$7.04 Billion 4.0% of portfolio
18,748
Q1 2025 Reduced 0.86%
$0
$6.96 Billion 3.95% of portfolio
176,599
Q1 2025 Reduced 1.45%
$0
$6.26 Billion 3.56% of portfolio
118,046
Q1 2025 Reduced 3.16%
$0
$5.51 Billion 3.13% of portfolio
62,652
Q1 2025 Added 2.83%
$0
$5.49 Billion 3.12% of portfolio
28,467
Q1 2025 Added 70.63%
$261B
$5.23 Billion 2.97% of portfolio
59,590
Q1 2025 Reduced 0.63%
$0
$4.79 Billion 2.72% of portfolio
144,062
Q1 2025 Reduced 0.31%
$228B
$4.77 Billion 2.71% of portfolio
56,533
Q1 2025 Reduced 49.22%
$0
$4.7 Billion 2.67% of portfolio
119,096
Q1 2025 Reduced 1.23%
$0
$4.6 Billion 2.62% of portfolio
93,287
Q1 2025 Reduced 15.19%
$439B
$4.41 Billion 2.5% of portfolio
4,658
Q1 2025 Added 0.74%
Victory Portfolios Ii
-
$3.56 Billion 2.02% of portfolio
-
Q1 2025 Added 0.49%
$0
$3.53 Billion 2.0% of portfolio
7,517
Q1 2025 Added 2.45%
$0
$3.46 Billion 1.97% of portfolio
61,661
Q1 2025 Reduced 2.94%
$0
$3.04 Billion 1.73% of portfolio
93,609
Q1 2025 Added 0.78%
$0
$2.62 Billion 1.49% of portfolio
52,730
Q1 2025 Added 15.69%
$383B
$2.42 Billion 1.37% of portfolio
4,612
Q1 2025 Reduced 0.22%
$0
$2.3 Billion 1.31% of portfolio
28,651
Q1 2025 Added 0.05%
$0
$2.07 Billion 1.18% of portfolio
3,699
Q1 2025 Reduced 8.28%
$0
$2.04 Billion 1.16% of portfolio
54,014
Q1 2025 Added 42.06%
$0
$1.69 Billion 0.96% of portfolio
8,568
Q1 2025 Added 2.61%
$0
$1.51 Billion 0.86% of portfolio
10,334
Q1 2025 Reduced 2.7%
$272B
$1.41 Billion 0.8% of portfolio
13,044
Q1 2025 Reduced 0.38%
$0
$1.34 Billion 0.76% of portfolio
16,410
Q1 2025 Added 9.76%
$0
$1.29 Billion 0.73% of portfolio
6,259
Q1 2025 Reduced 6.92%
$176B
$1.24 Billion 0.71% of portfolio
2,022
Q1 2025 Added 0.15%
$45.6B
$1.14 Billion 0.65% of portfolio
17,400
Q1 2025 Added 6.1%
$165B
$1.13 Billion 0.64% of portfolio
7,387
Q1 2025 Added 49.08%
$215B
$1.11 Billion 0.63% of portfolio
4,456
Q1 2025 Reduced 85.78%
$368B
$1.07 Billion 0.61% of portfolio
2,928
Q1 2025 Added 0.14%
$0
$1.05 Billion 0.6% of portfolio
21,089
Q1 2025 Added 0.97%
$718B
$1.05 Billion 0.59% of portfolio
4,262
Q1 2025 Added 2.43%
$0
$986 Million 0.56% of portfolio
6,137
Q1 2025 Reduced 1.3%
$168B
$978 Million 0.56% of portfolio
1,966
Q1 2025 Reduced 5.75%
$76.7B
$974 Million 0.55% of portfolio
14,929
Q1 2025 Added 13.05%
$82.2B
$873 Million 0.5% of portfolio
9,071
Q1 2025 Reduced 1.09%
$0
$842 Million 0.48% of portfolio
20,699
Q1 2025 Reduced 81.47%
$0
$805 Million 0.46% of portfolio
15,895
Q1 2025 Added 0.9%
$55.8B
$663 Million 0.38% of portfolio
3,888
Q1 2025 Added 5.42%
$6.7B
$669 Million 0.38% of portfolio
34,144
Q1 2025 Added 75.39%
$0
$646 Million 0.37% of portfolio
27,097
Q1 2025 Added 59.4%
$380B
$622 Million 0.35% of portfolio
4,448
Q1 2025 Added 12.66%
$0
$593 Million 0.34% of portfolio
13,576
Q1 2025 Added 5.04%
$0
$573 Million 0.33% of portfolio
17,244
Q1 2025 Added 177.5%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $176 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Byrne Financial Freedom, LLC Portfolio

Follow Byrne Financial Freedom, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Byrne Financial Freedom, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Byrne Financial Freedom, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email