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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$911M
$13 Million 0.01% of portfolio
867
Q4 2022 New
$321M
$8.53 Million 0.0% of portfolio
2,708
Q4 2022 New
$442M
$2.51 Million 0.0% of portfolio
300
Q4 2022 New
$1.78B
$1.57 Million 0.0% of portfolio
600
Q4 2022 New
$1.5B
$5.31 Million 0.0% of portfolio
458
Q3 2024 Added 2.0%
$1.43B
$6.2 Million 0.0% of portfolio
254
Q2 2024 New
$884M
$173,000 0.0% of portfolio
55
Q4 2022 New

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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