Financial Freedom, LLC Purchases in Q1 2025

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 4.04%
$551.42 - $612.93 $6.62K - $7.36K
309 $173M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.49%
$68.12 - $83.42 $68.1 - $83.4
207 $15.4M
SPG
Simon Property Group Inc

Real Estate
4
+ 1.3%
$159.48 - $187.78 $638 - $751
312 $51.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.25%
$156.61 - $168.02 $626 - $672
1.6K $257M
ET
Energy Transfer LP

Energy
47
+ 1.62%
$17.26 - $21.08 $811 - $991
2.95K $54.9M
Fidelity Enhanced Mid Cap ETF
5
+ 0.34%
N/A
1.49K $46.8M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.47%
$63.29 - $81.72 $63.3 - $81.7
215 $13.6M
BAC
Bank Of America Corp

Financial Services
6
+ 0.44%
$39.61 - $47.74 $238 - $286
1.39K $57.8M
NWL
Newell Brands Inc.

Consumer Defensive
9
+ 1.09%
$6.2 - $10.66 $55.8 - $95.9
836 $5.18M
TGT
Target Corp

Consumer Defensive
1
+ 0.94%
$103.65 - $142.5 $104 - $143
107 $11.2M
PFE
Pfizer Inc

Healthcare
39
+ 0.97%
$25.01 - $27.13 $975 - $1.06K
4.05K $103M
FXO
First Tr Exchange Traded Fd Fi

ETFs
14
+ 0.33%
$50.93 - $57.24 $713 - $801
4.2K $223M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.13%
$82.81 - $92.93 $166 - $186
1.53K $130M
TECH
Bio Techne Corp

Healthcare
1
+ 0.25%
$58.47 - $78.75 $58.5 - $78.8
404 $23.7M
VTRS
Viatris Inc

Healthcare
24
+ 1.19%
$8.68 - $12.42 $208 - $298
2.05K $17.8M
TXN
Texas Instruments Inc

Technology
7
+ 0.59%
N/A
1.19K $214M
ITB
Ishares Tr

ETFs
8
+ 0.65%
$93.86 - $111.45 $751 - $892
1.24K $118M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.12%
$84.5 - $105.05 $423 - $525
4.02K $353M
IAT
Ishares Tr

ETFs
16
+ 0.54%
$44.84 - $53.56 $717 - $857
2.98K $139M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.26%
$121.0 - $142.28 $363 - $427
1.18K $147M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.53%
$423.19 - $506.29 $846 - $1.01K
378 $169M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.06%
$222.66 - $268.42 $223 - $268
1.78K $415M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.37%
$83.01 - $101.02 $830 - $1.01K
2.72K $244M
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.12%
$92.71 - $107.38 $278 - $322
2.54K $235M
SPMD
Spdr Portfolio

ETFs
17
+ 0.22%
$50.21 - $57.73 $854 - $981
7.9K $404M
FDX
Fedex Corp

Industrials
2
+ 0.26%
$230.33 - $281.53 $461 - $563
771 $188M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3
+ 0.08%
$95.53 - $112.45 $287 - $337
3.99K $387M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$369.1 - $427.61 $369 - $428
824 $305M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.13%
$120.29 - $134.6 $842 - $942
5.53K $675M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
517
+ 4.26%
N/A
12.7K $538M
ORCL
Oracle Corp

Technology
2
+ 0.1%
$139.81 - $186.47 $280 - $373
1.91K $267M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.05%
$247.97 - $296.33 $248 - $296
1.87K $472M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.06%
$307.43 - $357.48 $307 - $357
1.65K $509M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.22%
$271.18 - $303.12 $2.71K - $3.03K
4.47K $1.23B
PAVE
Global X Fds Us Infrastructure

ETFs
73
+ 0.21%
$37.31 - $43.82 $2.72K - $3.2K
35.5K $1.34B
MGC
Vanguard Mega Cap ETF

ETFs
46
+ 0.46%
$199.2 - $222.69 $9.16K - $10.2K
10.1K $2.04B
IWP
Ishares Russell Mid Cap Growth

ETFs
7
+ 0.06%
$114.9 - $139.6 $804 - $977
12.5K $1.47B
VBR
Vanguard Small Cap Value ETF

ETFs
106
+ 0.78%
$183.02 - $207.75 $19.4K - $22K
13.7K $2.56B
VCR
Vanguard Consumer Discretionar

ETFs
28
+ 0.14%
$318.51 - $391.75 $8.92K - $11K
19.9K $6.49B
Activity Summary
Buys All Purchases 140 New Holdings 11 Increased Positions 129 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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