Freedom Wealth Alliance, LLC Portfolio Holdings

Freedom Wealth Alliance, LLC

  • $60.8 Billion
  • Q3 2023

Freedom Wealth Alliance, LLC has filed its 13F form on October 30, 2023 for Q3 2023 where it was disclosed a total value porftolio of $60.8 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $13.5B, Invesco Exchange Traded Fd Tr with a value of $7.38B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.31B, Victory Portfolios Ii Shs Us 5 with a value of $5.09B, and Wisdomtree Tr Us Quality Divid with a value of $4.39B.

Examining the 13F form we can see an decrease of $10.8B in the current position value, from $71.6B to 60.8B.

Freedom Wealth Alliance, LLC is based out at Brookfield, WI

Below you can find more details about Freedom Wealth Alliance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $60.8 Billion
ETFs: $52.6 Billion
Technology: $3.86 Billion
Financial Services: $1.44 Billion
Healthcare: $626 Million
Utilities: $483 Million
Energy: $386 Million
Consumer Cyclical: $376 Million
Industrials: $318 Million
Other: $462 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.34B
$239 Million 0.39% of portfolio
15,731
Q3 2023 Added 0.77%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $60.8 Billion
  • Prior Value $71.6 Billion
  • Filing
  • Period Q3 2023
  • Filing Date October 30, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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