Freedom Financial Partners LLC Portfolio Holdings by Sector

Freedom Financial Partners LLC

$207 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO AVUS AVDE CGXU VO VUG DFAC CGCP 43 stocks	$162 Million 84.97% of portfolio	43	-	43	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$15.3 Million 8.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$2.93 Million 1.53% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$2.62 Million 1.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.53 Million 0.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.06 Million 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$853,406 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$797,180 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$655,932 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$642,889 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$509,624 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$474,313 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$294,621 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$292,432 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$283,139 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services MAIN 1 stocks	$266,677 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$206,814 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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