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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.68 Billion 4.37% of portfolio
686,074
Q1 2025 Added 6.46%
$0
$218 Million 0.12% of portfolio
18,384
Q1 2025 Added 0.2%
$0
$119 Million 0.07% of portfolio
10,600
Q4 2024 New
$0
$94 Million 0.05% of portfolio
10,200
Q4 2024 New

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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