Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025

Financial Freedom, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $14.1B, Invesco Qqq Trust, Series 1 with a value of $12.4B, Vanguard Information Technolog with a value of $8.23B, Energy Sector Spdr with a value of $7.69B, and Procter & Gamble CO with a value of $7.03B.

Examining the 13F form we can see an decrease of $15.5B in the current position value, from $190B to 174B.

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 $174 Billion
ETFs: $147 Billion
Consumer Defensive: $7.84 Billion
Technology: $7.05 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $2.44 Billion
Financial Services: $2.22 Billion
Industrials: $1.75 Billion
Energy: $1.31 Billion
Other: $1.59 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$373B
$7.03 Billion 4.04% of portfolio
41,255
Q1 2025 Reduced 0.49%
$3.39T
$2.5 Billion 1.44% of portfolio
11,258
Q1 2025 Reduced 2.36%
$3.75T
$1.79 Billion 1.03% of portfolio
4,761
Q1 2025 Reduced 2.02%
$216B
$1.49 Billion 0.86% of portfolio
4,776
Q1 2025 Added 0.36%
$474B
$896 Million 0.51% of portfolio
7,531
Q1 2025 Added 0.67%
$409B
$872 Million 0.5% of portfolio
5,258
Q1 2025 Added 0.31%
$406B
$794 Million 0.46% of portfolio
7,326
Q1 2025 Reduced 8.74%
$831B
$715 Million 0.41% of portfolio
2,914
Q1 2025 Added 0.17%
$82.4B
$659 Million 0.38% of portfolio
2,418
Q4 2022 New
$1.62T
$521 Million 0.3% of portfolio
905
Q1 2025 Reduced 11.27%
$748B
$497 Million 0.29% of portfolio
602
Q4 2024 Added 0.17%
$140B
$415 Million 0.24% of portfolio
1,780
Q1 2025 Added 0.06%
$2.27T
$398 Million 0.23% of portfolio
2,091
Q1 2025 Reduced 2.47%
$263B
$353 Million 0.2% of portfolio
4,023
Q1 2025 Added 0.12%
$631B
$320 Million 0.18% of portfolio
600
Q3 2024 Reduced 6.25%
$33.2B
$301 Million 0.17% of portfolio
890
Q1 2025 Added 0.23%
$284B
$255 Million 0.15% of portfolio
4,125
Q1 2025 Added 0.51%
$636B
$267 Million 0.15% of portfolio
1,912
Q1 2025 Added 0.1%
$212B
$244 Million 0.14% of portfolio
2,721
Q1 2025 Added 0.37%
$260B
$241 Million 0.14% of portfolio
970
Q1 2025 Added 0.62%
$283B
$228 Million 0.13% of portfolio
436
Q1 2025 Added 0.23%
$179B
$215 Million 0.12% of portfolio
1,401
Q1 2025 Added 0.29%
$177B
$214 Million 0.12% of portfolio
1,189
Q1 2025 Added 0.59%
$53B
$186 Million 0.11% of portfolio
1,080
Q3 2024 Reduced 48.08%
$215B
$197 Million 0.11% of portfolio
1,486
Q4 2024 Added 0.07%
$61.5B
$188 Million 0.11% of portfolio
771
Q1 2025 Added 0.26%
$73.8B
$196 Million 0.11% of portfolio
492
Q4 2022 New
$121B
$169 Million 0.1% of portfolio
378
Q1 2025 Added 0.53%
$1.08T
$151 Million 0.09% of portfolio
964
Q1 2025 Reduced 4.27%
$212B
$135 Million 0.08% of portfolio
410
Q3 2024 Reduced 1.2%
$185B
$142 Million 0.08% of portfolio
944
Q1 2025 Added 1.61%
$300B
$147 Million 0.08% of portfolio
880
Q1 2025 Added 0.69%
$59.8B
$123 Million 0.07% of portfolio
464
Q4 2024 Reduced 14.39%
$1.07T
$129 Million 0.07% of portfolio
837
Q1 2025 Reduced 1.99%
$274B
$114 Million 0.07% of portfolio
570
Q1 2025 Added 0.18%
$237B
$118 Million 0.07% of portfolio
440
Q4 2022 New
$2.38B
$113 Million 0.06% of portfolio
17,394
Q3 2023 Reduced 22.33%
$143B
$103 Million 0.06% of portfolio
4,052
Q1 2025 Added 0.97%
$75.4B
$96.3 Million 0.06% of portfolio
742
Q4 2024 Added 0.13%
$53.8B
$92.2 Million 0.05% of portfolio
844
Q1 2025 Added 0.24%
$35.9B
$82.5 Million 0.05% of portfolio
705
Q4 2023 Added 0.14%
$300B
$86.5 Million 0.05% of portfolio
1,208
Q4 2024 Added 1.34%
$380B
$87.4 Million 0.05% of portfolio
239
Q4 2024 Reduced 24.37%
$96.2B
$94.3 Million 0.05% of portfolio
4,153
Q1 2025 Reduced 33.15%
$310B
$86.7 Million 0.05% of portfolio
1,207
Q1 2025 Added 0.25%
$92.7B
$79 Million 0.05% of portfolio
341
Q4 2024 Added 0.29%
$29.3B
$68.7 Million 0.04% of portfolio
459
Q4 2022 New
$57.5B
$72.2 Million 0.04% of portfolio
2,318
Q4 2022 New
$69.4B
$63.4 Million 0.04% of portfolio
1,858
Q1 2025 Added 1.64%

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $174 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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