Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $189 Billion
  • Q3 2024

Financial Freedom, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.7B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Vanguard Information Technolog with a value of $8.96B, Procter & Gamble CO with a value of $7.19B, and Energy Sector Spdr with a value of $7B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $176B to 189B.

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 $189 Billion
ETFs: $161 Billion
Consumer Defensive: $8.01 Billion
Technology: $7.88 Billion
Healthcare: $2.6 Billion
Consumer Cyclical: $2.59 Billion
Financial Services: $2.09 Billion
Industrials: $1.86 Billion
Communication Services: $1.34 Billion
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$403B
$7.19 Billion 3.8% of portfolio
41,500
Q3 2024 Added 0.11%
$4.16T
$2.75 Billion 1.45% of portfolio
11,793
Q3 2024 Added 0.08%
$3.27T
$2.11 Billion 1.12% of portfolio
4,915
Q3 2024 Added 0.12%
$217B
$1.44 Billion 0.76% of portfolio
4,743
Q3 2024 Reduced 1.92%
$444B
$871 Million 0.46% of portfolio
7,434
Q3 2024 Added 0.61%
$381B
$847 Million 0.45% of portfolio
5,225
Q3 2024 Added 0.08%
$349B
$842 Million 0.45% of portfolio
6,936
Q3 2024 Reduced 1.42%
$1.36T
$624 Million 0.33% of portfolio
1,089
Q2 2024 Reduced 1.0%
$713B
$612 Million 0.32% of portfolio
2,903
Q3 2024 Added 0.21%
$755B
$533 Million 0.28% of portfolio
601
Q2 2024 Added 10.48%
$2.31T
$424 Million 0.22% of portfolio
2,277
Q3 2024 Added 0.84%
$252B
$344 Million 0.18% of portfolio
4,258
Q3 2024 Added 0.14%
$463B
$325 Million 0.17% of portfolio
1,908
Q3 2024 Added 0.1%
$253B
$307 Million 0.16% of portfolio
2,702
Q3 2024 Added 0.3%
$597B
$276 Million 0.15% of portfolio
600
Q3 2024 Reduced 6.25%
$205B
$272 Million 0.14% of portfolio
2,824
Q3 2024 Reduced 10.35%
$202B
$212 Million 0.11% of portfolio
958
Q3 2024 Added 0.74%
$246B
$217 Million 0.11% of portfolio
4,082
Q3 2024 Added 0.67%
$1.2T
$168 Million 0.09% of portfolio
1,007
Q2 2024 Added 4.9%
$210B
$158 Million 0.08% of portfolio
929
Q3 2024 Added 0.65%
$405B
$128 Million 0.07% of portfolio
316
Q1 2024 Reduced 15.96%
$1.17T
$142 Million 0.07% of portfolio
854
Q3 2024 Added 0.12%
$282B
$128 Million 0.07% of portfolio
867
Q3 2024 Added 0.7%
$227B
$119 Million 0.06% of portfolio
440
Q4 2022 New
$271B
$85.7 Million 0.05% of portfolio
1,192
Q3 2024 Added 0.68%
$272B
$67.8 Million 0.04% of portfolio
1,200
Q3 2024 Added 0.42%
$511B
$48.3 Million 0.03% of portfolio
98
Q2 2024 Added 68.97%
$357B
$54.5 Million 0.03% of portfolio
1,373
Q3 2024 Added 0.44%
$411B
$36.9 Million 0.02% of portfolio
52
Q3 2023 Reduced 5.45%
$209B
$42.5 Million 0.02% of portfolio
82
Q1 2023 Reduced 3.53%
$218B
$13.6 Million 0.01% of portfolio
206
Q2 2024 New
$317B
$21.3 Million 0.01% of portfolio
108
Q3 2024 Added 0.93%
$1.43T
$15.2 Million 0.01% of portfolio
58
Q1 2024 Reduced 42.0%
$423B
$15.4 Million 0.01% of portfolio
17
Q3 2024 Reduced 60.47%
$525B
$18.4 Million 0.01% of portfolio
67
Q3 2024 Reduced 54.73%
$212B
$366,000 0.0% of portfolio
3
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $189 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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