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 Companies Only

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
$7.68 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%
$261B
$5.23 Billion 2.97% of portfolio
59,590
Q1 2025 Reduced 0.63%
$228B
$4.77 Billion 2.71% of portfolio
56,533
Q1 2025 Reduced 49.22%
$439B
$4.41 Billion 2.5% of portfolio
4,658
Q1 2025 Added 0.74%
$383B
$2.42 Billion 1.37% of portfolio
4,612
Q1 2025 Reduced 0.22%
$272B
$1.41 Billion 0.8% of portfolio
13,044
Q1 2025 Reduced 0.38%
$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%
$718B
$1.05 Billion 0.59% of portfolio
4,262
Q1 2025 Added 2.43%
$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%
$6.7B
$669 Million 0.38% of portfolio
34,144
Q1 2025 Added 75.39%
$380B
$622 Million 0.35% of portfolio
4,448
Q1 2025 Added 12.66%
$408B
$562 Million 0.32% of portfolio
3,389
Q1 2025 Reduced 1.31%
$172B
$538 Million 0.31% of portfolio
1,402
Q4 2024 New
$452B
$552 Million 0.31% of portfolio
4,642
Q1 2025 Added 31.06%
$1.25T
$447 Million 0.25% of portfolio
775
Q1 2025 Reduced 11.43%
$139B
$429 Million 0.24% of portfolio
1,839
Q1 2025 Added 0.33%
$235B
$418 Million 0.24% of portfolio
6,770
Q1 2025 Added 10.37%
$342B
$419 Million 0.24% of portfolio
2,000
Q1 2025 Added 5.26%
$24.3B
$374 Million 0.21% of portfolio
4,102
Q1 2025 Added 15.32%
$270B
$370 Million 0.21% of portfolio
5,160
Q1 2025 Reduced 0.04%
$841B
$374 Million 0.21% of portfolio
453
Q4 2024 New
$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
$321B
$301 Million 0.17% of portfolio
7,201
Q1 2025 Added 0.26%
$957B
$301 Million 0.17% of portfolio
1,949
Q4 2024 New
$922B
$295 Million 0.17% of portfolio
1,138
Q1 2025 Reduced 12.53%
$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
$301B
$277 Million 0.16% of portfolio
1,040
Q1 2025 Added 0.29%
$853B
$289 Million 0.16% of portfolio
1,742
Q4 2024 New
$11.8B
$272 Million 0.15% of portfolio
3,852
Q1 2025 Added 4.36%
$99.6B
$248 Million 0.14% of portfolio
2,696
Q1 2025 Reduced 7.07%
$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%
$268B
$230 Million 0.13% of portfolio
856
Q4 2024 New
$43.4B
$202 Million 0.12% of portfolio
385
Q4 2024 New
$0
$218 Million 0.12% of portfolio
18,384
Q1 2025 Added 0.2%

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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