Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $189 Billion
  • Q3 2024

Financial Freedom, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.7B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Vanguard Information Technolog with a value of $8.96B, Procter & Gamble CO with a value of $7.19B, and Energy Sector Spdr with a value of $7B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $176B to 189B.

Financial Freedom, LLC is based out at Cincinnati, OH

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

Portfolio value $189 Billion
ETFs: $161 Billion
Consumer Defensive: $8.01 Billion
Technology: $7.88 Billion
Healthcare: $2.6 Billion
Consumer Cyclical: $2.59 Billion
Financial Services: $2.09 Billion
Industrials: $1.86 Billion
Communication Services: $1.34 Billion
Other: $1.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$397B
$7.19 Billion 3.8% of portfolio
41,500
Q3 2024 Added 0.11%
$3.65T
$2.75 Billion 1.45% of portfolio
11,793
Q3 2024 Added 0.08%
$3.15T
$2.11 Billion 1.12% of portfolio
4,915
Q3 2024 Added 0.12%
$220B
$1.44 Billion 0.76% of portfolio
4,743
Q3 2024 Reduced 1.92%
$505B
$871 Million 0.46% of portfolio
7,434
Q3 2024 Added 0.61%
$406B
$847 Million 0.45% of portfolio
5,225
Q3 2024 Added 0.08%
$368B
$842 Million 0.45% of portfolio
6,936
Q3 2024 Reduced 1.42%
$85B
$731 Million 0.39% of portfolio
2,418
Q4 2022 New
$1.33T
$624 Million 0.33% of portfolio
1,089
Q2 2024 Reduced 1.0%
$695B
$612 Million 0.32% of portfolio
2,903
Q3 2024 Added 0.21%
$790B
$533 Million 0.28% of portfolio
601
Q2 2024 Added 10.48%
$168B
$482 Million 0.25% of portfolio
1,778
Q3 2024 Reduced 3.11%
$2.12T
$424 Million 0.22% of portfolio
2,277
Q3 2024 Added 0.84%
$230B
$344 Million 0.18% of portfolio
4,258
Q3 2024 Added 0.14%
$34.4B
$317 Million 0.17% of portfolio
1,077
Q3 2024 Added 0.37%
$510B
$325 Million 0.17% of portfolio
1,908
Q3 2024 Added 0.1%
$599B
$276 Million 0.15% of portfolio
600
Q3 2024 Reduced 6.25%
$181B
$272 Million 0.14% of portfolio
2,824
Q3 2024 Reduced 10.35%
$192B
$273 Million 0.14% of portfolio
1,607
Q3 2024 Added 0.25%
$576B
$254 Million 0.13% of portfolio
434
Q3 2024 Added 0.23%
$177B
$243 Million 0.13% of portfolio
1,176
Q3 2024 Added 0.51%
$148B
$218 Million 0.12% of portfolio
373
Q3 2024 Added 0.54%
$108B
$206 Million 0.11% of portfolio
8,767
Q3 2024 Added 0.31%
$74.5B
$210 Million 0.11% of portfolio
767
Q3 2024 Added 0.26%
$192B
$212 Million 0.11% of portfolio
958
Q3 2024 Added 0.74%
$238B
$217 Million 0.11% of portfolio
4,082
Q3 2024 Added 0.67%
$182B
$180 Million 0.1% of portfolio
1,485
Q2 2024 Added 0.61%
$38.4B
$192 Million 0.1% of portfolio
1,080
Q3 2024 Reduced 48.08%
$1.09T
$168 Million 0.09% of portfolio
1,007
Q2 2024 Added 4.9%
$79.4B
$170 Million 0.09% of portfolio
492
Q4 2022 New
$227B
$158 Million 0.08% of portfolio
929
Q3 2024 Added 0.65%
$208B
$160 Million 0.08% of portfolio
410
Q3 2024 Reduced 1.2%
$3.38B
$142 Million 0.08% of portfolio
17,394
Q3 2023 Reduced 22.33%
$416B
$128 Million 0.07% of portfolio
316
Q1 2024 Reduced 15.96%
$60.2B
$127 Million 0.07% of portfolio
542
Q2 2024 Added 0.18%
$1.08T
$142 Million 0.07% of portfolio
854
Q3 2024 Added 0.12%
$307B
$128 Million 0.07% of portfolio
867
Q3 2024 Added 0.7%
$40.5B
$105 Million 0.06% of portfolio
705
Q4 2023 Added 0.14%
$74.4B
$107 Million 0.06% of portfolio
621
Q3 2024 Added 901.61%
$150B
$121 Million 0.06% of portfolio
4,180
Q3 2024 Added 0.82%
$202B
$107 Million 0.06% of portfolio
569
Q3 2024 Added 0.18%
$215B
$119 Million 0.06% of portfolio
440
Q4 2022 New
$276B
$85.7 Million 0.05% of portfolio
1,192
Q3 2024 Added 0.68%
$49.5B
$86.1 Million 0.05% of portfolio
840
Q3 2024 Added 0.24%
$60B
$68.5 Million 0.04% of portfolio
2,318
Q4 2022 New
$29.6B
$72.9 Million 0.04% of portfolio
459
Q4 2022 New
$47.2B
$74.3 Million 0.04% of portfolio
741
Q2 2024 Added 0.14%
$92B
$70.7 Million 0.04% of portfolio
340
Q1 2024 Added 0.29%
$266B
$67.8 Million 0.04% of portfolio
1,200
Q3 2024 Added 0.42%

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $189 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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