Freedom Financial Partners LLC Incresed Positions in Q2 2025

Freedom Financial Partners LLC

  • $237 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
11.1K
+ 4.66%
$81.38 - $100.82 $902K - $1.12M
249K $25.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.27K
+ 3.12%
$456.74 - $568.03 $582K - $724K
42.1K $23.9B
CGXU
Capital Group Intl Focus Equit

ETFs
40.7K
+ 7.22%
$21.44 - $27.35 $872K - $1.11M
604K $16.4B
AVDE
American Centy ETF Tr Avantis

ETFs
10.3K
+ 4.48%
$59.32 - $74.36 $613K - $768K
241K $17.8B
VO
Vanguard Mid Cap ETF

ETFs
2.18K
+ 5.28%
$228.54 - $279.83 $497K - $609K
43.4K $12.1B
VUG
Vanguard Growth ETF

ETFs
217
+ 1.07%
$329.49 - $438.4 $71.5K - $95.1K
20.4K $8.96B
AVEM
American Centy ETF Tr Avantis

ETFs
6.83K
+ 5.95%
$53.08 - $68.54 $363K - $468K
122K $8.34B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.55K
+ 6.07%
$39.89 - $49.46 $381K - $472K
167K $8.25B
J P Morgan Exchange Traded F
3.37K
+ 8.81%
N/A
41.6K $3.51B
RLY
Ssga Active ETF Tr

ETFs
17.4K
+ 6.17%
$25.82 - $29.59 $450K - $515K
300K $8.72B
Ark 21 Shares Bitcoin ETF
33.5K
+ 195.73%
N/A
50.6K $1.81B
Strategic Trust
6.11K
+ 5.66%
N/A
114K $3.86B
NVDA
Nvidia Corp

Technology
63
+ 0.97%
$94.31 - $157.99 $5.94K - $9.95K
6.55K $1.04B
CGCP
Capital Group Core Plus Income

ETFs
13.3K
+ 3.73%
$21.92 - $22.56 $291K - $300K
370K $8.32B
AMZN
Amazon Com Inc

Consumer Cyclical
228
+ 3.15%
$167.32 - $223.3 $38.1K - $50.9K
7.47K $1.64B
DFSU
Dimensional ETF Tr Dimen Us Su
3.22K
+ 22.01%
N/A
17.8K $700M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.67K
+ 33.18%
$37.93 - $47.69 $101K - $127K
10.7K $511M
HTRB
Hartford Fds Total Return Bd E

ETFs
4.56K
+ 4.33%
$33.14 - $34.12 $151K - $156K
110K $3.72B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.38K
+ 3.73%
$39.34 - $40.41 $172K - $177K
122K $4.88B
USB
Us Bancorp \De\

Financial Services
2.65K
+ 29.95%
$36.4 - $45.76 $96.6K - $121K
11.5K $521M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.13%
$416.06 - $551.64 $832 - $1.1K
1.59K $876M
DFSI
Dimensional ETF Tr Dimen Intl
2.05K
+ 21.13%
N/A
11.8K $464M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.06K
+ 25.29%
N/A
10.2K $389M
Capital Grp Fixed Incm ETF T
4.03K
+ 1.76%
N/A
233K $6.12B
BOND
Pimco Active Bond Exchange Tra

ETFs
1.31K
+ 2.88%
$89.87 - $92.93 $117K - $121K
46.7K $4.31B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.2K
+ 34.57%
$52.84 - $65.52 $63.6K - $78.8K
4.68K $307M
Bitwise Bitcoin ETF Tr
407
+ 7.81%
N/A
5.62K $329M
PID
Invesco Exchange Traded Fd Tr

ETFs
539
+ 1.05%
N/A
51.9K $1.06B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
50
+ 2.56%
$171.4 - $227.1 $8.57K - $11.4K
2.01K $455M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 1.23%
$328.01 - $475.68 $2.62K - $3.81K
659 $308M
CGMU
Capital Group Core Plus Income
2.91K
+ 4.13%
N/A
73.2K $1.95B
DAL
Delta Air Lines, Inc.

Industrials
75
+ 0.69%
$35.88 - $52.99 $2.69K - $3.97K
10.9K $537M
PHYL
Pgim ETF Tr

ETFs
1.27K
+ 5.33%
$33.41 - $35.49 $42.5K - $45.2K
25.2K $893M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.33%
$210.28 - $289.91 $841 - $1.16K
1.22K $354M
JNK
Spdr Bloomberg High Yield Bond

ETFs
396
+ 4.75%
$91.23 - $97.27 $36.1K - $38.5K
8.74K $850M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.67K
+ 3.33%
$26.18 - $26.93 $70K - $72K
82.8K $2.21B
DFAU
Dimensional ETF Tr

ETFs
16
+ 0.13%
$34.04 - $42.36 $545 - $678
11.9K $505M
EPD
Enterprise Products Partners L.P.

Energy
1.87K
+ 31.22%
$28.95 - $34.22 $54.2K - $64.1K
7.87K $244M
VTV
Vanguard Value ETF

ETFs
25
+ 0.35%
$153.67 - $176.74 $3.84K - $4.42K
7.17K $1.27B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
627
+ 3.66%
$50.34 - $51.86 $31.6K - $32.5K
17.8K $912M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
498
+ 1.64%
$50.36 - $50.68 $25.1K - $25.2K
30.8K $1.56B
MAIN
Main Street Capital Corp

Financial Services
218
+ 4.47%
$49.15 - $59.32 $10.7K - $12.9K
5.1K $301M
DFAI
Dimensional ETF Tr

ETFs
28
+ 0.41%
$28.02 - $34.71 $785 - $972
6.85K $237M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
49
+ 0.57%
$121.58 - $136.74 $5.96K - $6.7K
8.69K $1.18B
DVY
Ishares Tr

ETFs
53
+ 0.57%
$118.37 - $134.86 $6.27K - $7.15K
9.31K $1.24B
WPC
W. P. Carey Inc.

Real Estate
128
+ 0.28%
$56.12 - $64.53 $7.18K - $8.26K
45.6K $2.85B
ENTG
Entegris Inc

Technology
9
+ 0.05%
$62.92 - $86.2 $566 - $776
17K $1.37B
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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