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 Market Cap. of $10 Billions to $200 Billions