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
$172B
$76.3 Million 0.04% of portfolio
237
Q3 2024 Added 0.85%
$12.3B
$51.9 Million 0.03% of portfolio
429
Q3 2024 Added 0.47%
$57.5B
$51.5 Million 0.03% of portfolio
305
Q3 2024 Added 1.33%
$65.8B
$52.3 Million 0.03% of portfolio
1,798
Q3 2024 Added 1.81%
$167B
$50.5 Million 0.03% of portfolio
250
Q1 2023 Reduced 4.21%
$66B
$58.9 Million 0.03% of portfolio
760
Q3 2023 Reduced 16.48%
$494B
$48.3 Million 0.03% of portfolio
98
Q2 2024 Added 68.97%
$359B
$54.5 Million 0.03% of portfolio
1,373
Q3 2024 Added 0.44%
$3B
$32.2 Million 0.02% of portfolio
403
Q2 2024 Added 0.25%
$58.4B
$41.3 Million 0.02% of portfolio
88
Q4 2022 New
$7.21B
$33.7 Million 0.02% of portfolio
1,196
Q3 2024 Added 1.44%
$170B
$35.4 Million 0.02% of portfolio
787
Q3 2024 Added 0.77%
$94.1B
$36.9 Million 0.02% of portfolio
473
Q4 2023 Reduced 29.72%
$2.58B
$37.3 Million 0.02% of portfolio
2,394
Q1 2024 Added 3.28%
$156B
$30.5 Million 0.02% of portfolio
32
Q4 2023 Added 3.23%
$53.7B
$36.8 Million 0.02% of portfolio
2,292
Q3 2024 Added 2.0%
$173B
$46.4 Million 0.02% of portfolio
718
Q4 2022 New
$195B
$42.6 Million 0.02% of portfolio
1,021
Q3 2024 Added 0.39%
$354B
$36.9 Million 0.02% of portfolio
52
Q3 2023 Reduced 5.45%
$233B
$42.5 Million 0.02% of portfolio
82
Q1 2023 Reduced 3.53%
$59.4B
$28.4 Million 0.02% of portfolio
1,285
Q3 2024 Added 1.34%
$5.34B
$9.58 Million 0.01% of portfolio
293
Q3 2024 Added 1.03%
$116B
$20.2 Million 0.01% of portfolio
391
Q2 2024 Added 200.77%
$109B
$19.5 Million 0.01% of portfolio
273
Q3 2024 Added 2.25%
$74.9B
$16.1 Million 0.01% of portfolio
257
Q3 2024 Added 1.18%
$13.6B
$9.76 Million 0.01% of portfolio
300
Q4 2022 New
$244B
$13.6 Million 0.01% of portfolio
206
Q2 2024 New
$81.6B
$14.5 Million 0.01% of portfolio
74
Q4 2022 New
$2.98B
$12.6 Million 0.01% of portfolio
409
Q3 2024 Added 1.24%
$62B
$22.8 Million 0.01% of portfolio
95
Q2 2024 Added 1.06%
$3.09B
$15.4 Million 0.01% of portfolio
265
Q3 2024 Added 0.38%
$97.9B
$17 Million 0.01% of portfolio
125
Q4 2022 New
$157B
$14 Million 0.01% of portfolio
634
Q3 2024 Added 0.16%
$355B
$21.3 Million 0.01% of portfolio
108
Q3 2024 Added 0.93%
$938B
$15.2 Million 0.01% of portfolio
58
Q1 2024 Reduced 42.0%
$69.5B
$16.4 Million 0.01% of portfolio
105
Q2 2024 Added 0.96%
$14.1B
$27.4 Million 0.01% of portfolio
451
Q4 2022 New
$96B
$21.8 Million 0.01% of portfolio
428
Q3 2024 Added 1.66%
$3.15B
$9.65 Million 0.01% of portfolio
100
Q4 2022 New
$92.1B
$14.7 Million 0.01% of portfolio
63
Q4 2022 New
$40.3B
$18.7 Million 0.01% of portfolio
106
Q2 2024 Added 0.95%
$62.8B
$10.1 Million 0.01% of portfolio
140
Q4 2023 Added 125.81%
$25B
$9.69 Million 0.01% of portfolio
50
Q4 2023 New
$11.4B
$10.3 Million 0.01% of portfolio
500
Q4 2022 New
$27.6B
$25.3 Million 0.01% of portfolio
1,235
Q3 2024 Added 0.57%
$25.4B
$19.2 Million 0.01% of portfolio
100
Q4 2022 New
$38.6B
$22.1 Million 0.01% of portfolio
616
Q3 2024 Added 0.82%
$48.8B
$25.2 Million 0.01% of portfolio
106
Q4 2022 New
$43.3B
$19.6 Million 0.01% of portfolio
1,858
Q1 2024 Added 2.6%

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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