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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59B
$34.6 Million 0.02% of portfolio
545
Q1 2024 New
$5.94B
$27.2 Million 0.02% of portfolio
1,229
Q1 2025 Added 1.49%
$2.49B
$12.5 Million 0.01% of portfolio
266
Q1 2025 Added 0.38%
$2.79B
$11.9 Million 0.01% of portfolio
417
Q1 2025 Added 0.97%
$9.42B
$14.9 Million 0.01% of portfolio
1,336
Q4 2024 Added 1.44%
$6.9B
$9.48 Million 0.01% of portfolio
500
Q4 2022 New
$2.98B
$9.26 Million 0.01% of portfolio
100
Q4 2022 New
$9.17B
$17.8 Million 0.01% of portfolio
2,049
Q1 2025 Added 1.19%
$4.2B
$3.98 Million 0.0% of portfolio
131
Q1 2025 Added 0.77%
$2.95B
$3.4 Million 0.0% of portfolio
100
Q3 2023 New
$3.64B
$1.16 Million 0.0% of portfolio
20
Q4 2022 New
$3.29B
$627,000 0.0% of portfolio
10
Q4 2022 New
$2.83B
$3.02 Million 0.0% of portfolio
202
Q1 2025 Added 0.5%
$6.63B
$5.06 Million 0.0% of portfolio
161
Q2 2024 Reduced 4.73%
$7.7B
$5.33 Million 0.0% of portfolio
100
Q4 2022 New
$3.99B
$2.13 Million 0.0% of portfolio
882
Q4 2023 Reduced 10.18%
$2.68B
$1.07 Million 0.0% of portfolio
16
Q4 2023 Added 6.67%
$3.33B
$2.3 Million 0.0% of portfolio
50
Q4 2022 New
$3.3B
$1.38 Million 0.0% of portfolio
81
Q1 2025 New
$4.02B
$640,000 0.0% of portfolio
117
Q4 2022 New
$7.58B
$6.36 Million 0.0% of portfolio
65
Q1 2025 Added 1.56%

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
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