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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$55.8B
$663 Million 0.38% of portfolio
3,888
Q1 2025 Added 5.42%
$172B
$538 Million 0.31% of portfolio
1,402
Q4 2024 New
$139B
$429 Million 0.24% of portfolio
1,839
Q1 2025 Added 0.33%
$24.3B
$374 Million 0.21% of portfolio
4,102
Q1 2025 Added 15.32%
$77.4B
$345 Million 0.2% of portfolio
2,061
Q1 2025 Added 28.09%
$108B
$340 Million 0.19% of portfolio
1,993
Q1 2025 Added 3.0%
$125B
$318 Million 0.18% of portfolio
712
Q4 2024 New
$185B
$299 Million 0.17% of portfolio
2,257
Q1 2025 Added 1.99%
$157B
$299 Million 0.17% of portfolio
4,100
Q1 2025 New
$11.8B
$272 Million 0.15% of portfolio
3,852
Q1 2025 Added 4.36%
$149B
$251 Million 0.14% of portfolio
2,058
Q1 2025 Added 0.1%
$185B
$252 Million 0.14% of portfolio
1,678
Q1 2025 Reduced 1.76%
$162B
$228 Million 0.13% of portfolio
805
Q1 2025 Reduced 9.96%
$43.4B
$202 Million 0.12% of portfolio
385
Q4 2024 New
$180B
$216 Million 0.12% of portfolio
4,771
Q1 2025 New
$123B
$216 Million 0.12% of portfolio
708
Q1 2025 Added 0.28%
$166B
$200 Million 0.11% of portfolio
2,029
Q1 2025 Reduced 4.25%

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
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