Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $207 Billion
  • Q4 2024

Freedom Financial Partners LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $22.4B, American Centy ETF Tr Avantis with a value of $22.2B, Apple Inc. with a value of $15.3B, American Centy ETF Tr Avantis with a value of $13B, and Capital Group Intl Focus Equit with a value of $12.4B.

Examining the 13F form we can see an increase of $207B in the current position value.

Freedom Financial Partners LLC is based out at Oakdale, MN

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

Portfolio value $207 Billion
ETFs: $162 Billion
Technology: $17.2 Billion
Basic Materials: $2.93 Billion
Real Estate: $2.62 Billion
Consumer Cyclical: $2.61 Billion
Consumer Defensive: $1.12 Billion
Industrials: $951 Million
Financial Services: $766 Million
Other: $510 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 10.8% of portfolio
41,570
Q4 2024 New
$0
$22.2 Billion 10.71% of portfolio
229,054
Q4 2024 New
$3.74T
$15.3 Billion 7.36% of portfolio
60,945
Q4 2024 New
$0
$13 Billion 6.26% of portfolio
211,578
Q4 2024 New
$0
$12.4 Billion 5.97% of portfolio
501,694
Q4 2024 New
$0
$10.1 Billion 4.88% of portfolio
38,288
Q4 2024 New
$0
$8.27 Billion 3.99% of portfolio
20,145
Q4 2024 New
$0
$7.9 Billion 3.81% of portfolio
228,508
Q4 2024 New
$0
$7.49 Billion 3.61% of portfolio
337,598
Q4 2024 New
$0
$6.91 Billion 3.33% of portfolio
255,625
Q4 2024 New
$0
$6.41 Billion 3.09% of portfolio
145,514
Q4 2024 New
$0
$6.25 Billion 3.01% of portfolio
106,318
Q4 2024 New
Capital Group Core Bond ETF
-
$5.67 Billion 2.73% of portfolio
-
Q4 2024 New
$0
$5.09 Billion 2.46% of portfolio
84,213
Q4 2024 New
$0
$4.13 Billion 1.99% of portfolio
104,940
Q4 2024 New
$0
$3.97 Billion 1.91% of portfolio
43,886
Q4 2024 New
$74.4B
$2.93 Billion 1.41% of portfolio
12,501
Q4 2024 New
$11.6B
$2.62 Billion 1.26% of portfolio
48,029
Q4 2024 New
$0
$1.99 Billion 0.96% of portfolio
59,650
Q4 2024 New
Jpmorgan U.S. Tech Leaders ETF
-
$1.91 Billion 0.92% of portfolio
-
Q4 2024 New
$0
$1.66 Billion 0.8% of portfolio
64,335
Q4 2024 New
Ark 21 Shares Bitcoin ETF Ben Of Int
-
$1.61 Billion 0.77% of portfolio
-
Q4 2024 New
-
$1.59 Billion 0.77% of portfolio
-
Q4 2024 New
$0
$1.55 Billion 0.75% of portfolio
14,502
Q4 2024 New
$2.37T
$1.53 Billion 0.74% of portfolio
6,995
Q4 2024 New
$0
$1.44 Billion 0.69% of portfolio
28,500
Q4 2024 New
$0
$1.37 Billion 0.66% of portfolio
18,084
Q4 2024 New
$0
$1.37 Billion 0.66% of portfolio
5,721
Q4 2024 New
$0
$1.37 Billion 0.66% of portfolio
60,477
Q4 2024 New
$0
$1.22 Billion 0.59% of portfolio
9,294
Q4 2024 New
$0
$1.21 Billion 0.58% of portfolio
7,136
Q4 2024 New
$0
$1.14 Billion 0.55% of portfolio
8,600
Q4 2024 New
$0
$1.12 Billion 0.54% of portfolio
45,507
Q4 2024 New
$3.07T
$1.06 Billion 0.51% of portfolio
2,520
Q4 2024 New
$0
$1.03 Billion 0.49% of portfolio
21,438
Q4 2024 New
$0
$953 Million 0.46% of portfolio
52,034
Q4 2024 New
Grayscale Ethereum Mini Trust ETF
-
$934 Million 0.45% of portfolio
-
Q4 2024 New
$331B
$853 Million 0.41% of portfolio
6,355
Q4 2024 New
$0
$831 Million 0.4% of portfolio
12,182
Q4 2024 New
$0
$814 Million 0.39% of portfolio
1,592
Q4 2024 New
$1.04T
$797 Million 0.38% of portfolio
1,974
Q4 2024 New
$0
$784 Million 0.38% of portfolio
15,152
Q4 2024 New
$0
$777 Million 0.37% of portfolio
8,139
Q4 2024 New
$41.5B
$656 Million 0.32% of portfolio
10,842
Q4 2024 New
$0
$641 Million 0.31% of portfolio
36,238
Q4 2024 New
$201B
$643 Million 0.31% of portfolio
4,228
Q4 2024 New
$0
$567 Million 0.27% of portfolio
35,132
Q4 2024 New
-
$553 Million 0.27% of portfolio
-
Q4 2024 New
$0
$535 Million 0.26% of portfolio
2,210
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $207 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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