Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $174 Billion
  • Q1 2025

Financial Freedom, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $14.1B, Invesco Qqq Trust, Series 1 with a value of $12.4B, Vanguard Information Technolog with a value of $8.23B, Energy Sector Spdr with a value of $7.69B, and Procter & Gamble CO with a value of $7.03B.

Examining the 13F form we can see an decrease of $15.5B in the current position value, from $190B to 174B.

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 $174 Billion
ETFs: $147 Billion
Consumer Defensive: $7.84 Billion
Technology: $7.05 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $2.44 Billion
Financial Services: $2.22 Billion
Industrials: $1.75 Billion
Energy: $1.31 Billion
Other: $1.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Billion 8.13% of portfolio
173,046
Q1 2025 Reduced 17.7%
$0
$12.4 Billion 7.09% of portfolio
26,338
Q1 2025 Reduced 1.19%
$0
$8.23 Billion 4.73% of portfolio
15,177
Q1 2025 Reduced 1.24%
$0
$7.69 Billion 4.42% of portfolio
82,291
Q1 2025 Added 2.51%
$385B
$7.03 Billion 4.04% of portfolio
41,255
Q1 2025 Reduced 0.49%
$0
$6.49 Billion 3.73% of portfolio
19,944
Q1 2025 Added 0.14%
$0
$6.42 Billion 3.69% of portfolio
53,757
Q1 2025 Reduced 0.88%
$0
$5.62 Billion 3.23% of portfolio
38,464
Q1 2025 Reduced 0.56%
$0
$5.02 Billion 2.89% of portfolio
125,789
Q1 2025 Added 3.49%
$0
$4.66 Billion 2.68% of portfolio
22,093
Q1 2025 Added 112.19%
$0
$4.59 Billion 2.64% of portfolio
46,391
Q1 2025 Reduced 19.92%
$0
$3.97 Billion 2.28% of portfolio
18,792
Q1 2025 Reduced 0.88%
$0
$3.84 Billion 2.2% of portfolio
27,307
Q1 2025 Reduced 5.22%
$0
$3.72 Billion 2.14% of portfolio
16,791
Q1 2025 Reduced 3.02%
$0
$3.31 Billion 1.9% of portfolio
66,538
Q1 2025 Reduced 14.12%
$0
$3.07 Billion 1.76% of portfolio
23,655
Q1 2025 Added 8.59%
$0
$2.81 Billion 1.61% of portfolio
10,606
Q1 2025 Reduced 4.31%
$0
$2.56 Billion 1.47% of portfolio
13,735
Q1 2025 Added 0.78%
$3.42T
$2.5 Billion 1.44% of portfolio
11,258
Q1 2025 Reduced 2.36%
$0
$2.25 Billion 1.29% of portfolio
11,418
Q1 2025 Reduced 3.47%
$0
$2.12 Billion 1.21% of portfolio
78,675
Q1 2025 Reduced 1.04%
$0
$2.04 Billion 1.17% of portfolio
10,137
Q1 2025 Added 0.46%
$0
$1.96 Billion 1.13% of portfolio
39,537
Q1 2025 Reduced 41.26%
$0
$1.86 Billion 1.07% of portfolio
20,481
Q1 2025 New
$0
$1.81 Billion 1.04% of portfolio
19,787
Q1 2025 Reduced 17.57%
$2.95T
$1.79 Billion 1.03% of portfolio
4,761
Q1 2025 Reduced 2.02%
$235B
$1.49 Billion 0.86% of portfolio
4,776
Q1 2025 Added 0.36%
$0
$1.47 Billion 0.84% of portfolio
12,521
Q1 2025 Added 0.06%
$0
$1.34 Billion 0.77% of portfolio
35,461
Q1 2025 Added 0.21%
$0
$1.31 Billion 0.75% of portfolio
13,545
Q1 2025 Reduced 29.77%
$0
$1.23 Billion 0.71% of portfolio
4,472
Q1 2025 Added 0.22%
$0
$1.15 Billion 0.66% of portfolio
9,054
Q1 2025 Reduced 20.27%
$0
$1.07 Billion 0.62% of portfolio
19,313
Q1 2025 Added 6.53%
$0
$911 Million 0.52% of portfolio
27,052
Q1 2025 Added 28.4%
$440B
$896 Million 0.51% of portfolio
7,531
Q1 2025 Added 0.67%
$0
$895 Million 0.51% of portfolio
1,742
Q4 2024 Added 0.06%
$409B
$872 Million 0.5% of portfolio
5,258
Q1 2025 Added 0.31%
$0
$865 Million 0.5% of portfolio
12,111
Q1 2025 Reduced 37.85%
$0
$819 Million 0.47% of portfolio
8,991
Q1 2025 Reduced 14.3%
$271B
$794 Million 0.46% of portfolio
7,326
Q1 2025 Reduced 8.74%
$0
$785 Million 0.45% of portfolio
3,800
Q1 2025 Reduced 85.11%
$0
$735 Million 0.42% of portfolio
6,511
Q1 2025 Added 2.58%
$718B
$715 Million 0.41% of portfolio
2,914
Q1 2025 Added 0.17%
$0
$708 Million 0.41% of portfolio
27,708
Q1 2025 Added 0.74%
$0
$703 Million 0.4% of portfolio
4,361
Q1 2025 Reduced 4.41%
$0
$675 Million 0.39% of portfolio
5,530
Q1 2025 Added 0.13%
$74.7B
$659 Million 0.38% of portfolio
2,418
Q4 2022 New
$0
$656 Million 0.38% of portfolio
5,771
Q1 2025 Added 936.09%
$0
$621 Million 0.36% of portfolio
5,893
Q1 2025 Reduced 30.93%

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $174 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Financial Freedom, LLC Portfolio

Follow Financial Freedom, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Freedom, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Freedom, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email