Byrne Financial Freedom, LLC Top Holdings and 13F Report (2025) About Byrne Financial Freedom, LLCInvestment ActivityByrne Financial Freedom, LLC has $176.01 million in total holdings as of March 31, 2025.Byrne Financial Freedom, LLC owns shares of 97 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 25.53% of the portfolio was sold this quarter.This quarter, Byrne Financial Freedom, LLC has purchased 99 new stocks and bought additional shares in 45 stocks.Byrne Financial Freedom, LLC sold shares of 36 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $16,716,035Alphabet $8,902,175Apple $7,935,859ARK Innovation ETF $7,748,879Nuveen AMT-Free Quality Municipal Income Fund $7,684,030 Largest New Holdings this Quarter 90353T100 - Uber Technologies $298,707 Holding78463V107 - SPDR Gold Shares $248,088 Holding92343V104 - Verizon Communications $216,422 Holding051774107 - Aurora Innovation $94,150 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 11,784 shares (about $2.27M)Global X U.S. Infrastructure Development ETF 15,991 shares (about $603.34K)Nuveen AMT-Free Quality Municipal Income Fund 41,640 shares (about $466.37K)QUALCOMM 2,432 shares (about $373.58K)Columbia Research Enhanced Core ETF 11,030 shares (about $366.31K) Largest Sales this Quarter PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 154,791 shares (about $11.09M)International Business Machines 26,886 shares (about $6.69M)PALANTIR TECHNOLOGIES INC 54,788 shares (about $4.62M)Invesco S&P SmallCap 600 Revenue ETF 91,015 shares (about $3.70M)SPDR Portfolio Developed World ex-US ETF 72,127 shares (about $2.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofByrne Financial Freedom, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$16,716,035$203,197 ▼-1.2%87,8599.5%Retail/WholesaleGOOGAlphabet$8,902,175$625 ▼0.0%56,9815.1%Computer and TechnologyAAPLApple$7,935,859$182,592 ▼-2.2%35,7264.5%Computer and TechnologyARKKARK Innovation ETF$7,748,879$74,177 ▼-0.9%162,8604.4%ETFNEANuveen AMT-Free Quality Municipal Income Fund$7,684,030$466,368 ▲6.5%686,0744.4%Financial ServicesMSFTMicrosoft$7,037,977$61,190 ▼-0.9%18,7484.0%Computer and TechnologyFLQSFranklin U.S. Small Cap Multifactor Index ETF$6,956,245$102,099 ▼-1.4%176,5994.0%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$6,257,633$204,036 ▼-3.2%118,0463.6%ETFMOATVanEck Morningstar Wide Moat ETF$5,513,405$151,713 ▲2.8%62,6523.1%ETFQQQMInvesco NASDAQ 100 ETF$5,494,599$2,274,506 ▲70.6%28,4673.1%ETFWMTWalmart$5,231,380$33,360 ▼-0.6%59,5903.0%Retail/WholesaleARKFARK Fintech Innovation ETF$4,791,508$14,734 ▼-0.3%144,0622.7%ETFPALANTIR TECHNOLOGIES INC$4,771,418$4,624,139 ▼-49.2%56,5332.7%CL APTHInvesco Dorsey Wright Healthcare Momentum ETF$4,699,522$58,756 ▼-1.2%119,0962.7%ETFIUSInvesco RAFI Strategic US ETF$4,604,663$825,006 ▼-15.2%93,2872.6%ManufacturingCOSTCostco Wholesale$4,405,351$32,156 ▲0.7%4,6582.5%Retail/WholesaleDXJWisdomTree Japan Hedged Equity Fund$3,639,952$64,456 ▲1.8%33,0362.1%FinanceVFLOVictoryShares Free Cash Flow ETF$3,555,834$17,243 ▲0.5%103,7292.0%ETFQQQInvesco QQQ$3,525,083$84,411 ▲2.5%7,5172.0%FinanceKBWRInvesco KBW Regional Banking ETF$3,462,879$104,963 ▼-2.9%61,6612.0%ETFWCLDWisdomTree Cloud Computing Fund$3,037,636$23,656 ▲0.8%93,6091.7%ManufacturingPULSPGIM Ultra Short Bond ETF$2,622,278$355,721 ▲15.7%52,7301.5%ETFUNHUnitedHealth Group$2,415,296$5,237 ▼-0.2%4,6121.4%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$2,302,677$1,045 ▲0.0%28,6511.3%ETFSPYSPDR S&P 500 ETF Trust$2,069,067$186,826 ▼-8.3%3,6991.2%FinancePAVEGlobal X U.S. Infrastructure Development ETF$2,037,939$603,338 ▲42.1%54,0141.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,691,797$43,045 ▲2.6%8,5681.0%FinanceXLVHealth Care Select Sector SPDR Fund$1,508,843$41,904 ▼-2.7%10,3340.9%ETFNVDANVIDIA$1,413,715$5,419 ▼-0.4%13,0440.8%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$1,340,174$119,154 ▲9.8%16,4100.8%ETFXLKTechnology Select Sector SPDR Fund$1,292,358$96,013 ▼-6.9%6,2590.7%ETFINTUIntuit$1,241,554$1,842 ▲0.1%2,0220.7%Computer and TechnologyAPHAmphenol$1,141,266$65,590 ▲6.1%17,4000.6%Computer and TechnologyQCOMQUALCOMM$1,134,726$373,582 ▲49.1%7,3870.6%Computer and TechnologyIBMInternational Business Machines$1,108,032$6,685,491 ▼-85.8%4,4560.6%Computer and TechnologyHDHome Depot$1,073,213$1,466 ▲0.1%2,9280.6%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,050,457$10,112 ▲1.0%21,0890.6%ETFJPMJPMorgan Chase & Co.$1,045,512$24,776 ▲2.4%4,2620.6%FinanceXARSPDR S&P Aerospace & Defense ETF$986,133$13,016 ▼-1.3%6,1370.6%ETFTMOThermo Fisher Scientific$978,135$59,703 ▼-5.8%1,9660.6%MedicalPYPLPayPal$974,127$112,427 ▲13.0%14,9290.6%Computer and TechnologyFTNTFortinet$873,146$9,626 ▼-1.1%9,0710.5%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$842,439$3,704,265 ▼-81.5%20,6990.5%ETFJPSTJPMorgan Ultra-Short Income ETF$804,757$7,189 ▲0.9%15,8950.5%ETFUUnity Software$668,881$287,522 ▲75.4%34,1440.4%Computer and TechnologyPANWPalo Alto Networks$663,448$34,128 ▲5.4%3,8880.4%Computer and TechnologyFLHYFranklin High Yield Corporate ETF$645,729$240,638 ▲59.4%27,0970.4%ETFORCLOracle$621,898$69,908 ▲12.7%4,4480.4%Computer and TechnologyEPIWisdomTree India Earnings Fund$593,422$28,456 ▲5.0%13,5760.3%FinanceRECSColumbia Research Enhanced Core ETF$572,672$366,306 ▲177.5%17,2440.3%ETFJNJJohnson & Johnson$562,111$7,464 ▼-1.3%3,3890.3%MedicalXOMExxon Mobil$552,060$130,820 ▲31.1%4,6420.3%EnergyADBEAdobe$537,7100.0%1,4020.3%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$452,711$81,696 ▲22.0%5,0870.3%ETFMETAMeta Platforms$446,516$57,615 ▼-11.4%7750.3%Computer and TechnologyLOWLowe's Companies$428,909$1,399 ▲0.3%1,8390.2%Retail/WholesaleABBVAbbVie$419,131$20,957 ▲5.3%2,0000.2%MedicalCSCOCisco Systems$417,784$39,248 ▲10.4%6,7700.2%Computer and TechnologyLLYEli Lilly and Company$374,4970.0%4530.2%MedicalDELLDell Technologies$373,867$49,673 ▲15.3%4,1020.2%Computer and TechnologyWFCWells Fargo & Company$370,473$144 ▼0.0%5,1600.2%FinanceXBISPDR S&P Biotech ETF$370,4010.0%4,5670.2%ETFAVGOBroadcom$345,035$75,670 ▲28.1%2,0610.2%Computer and TechnologyBABoeing$339,834$9,890 ▲3.0%1,9930.2%AerospaceXHBSPDR S&P Homebuilders ETF$335,4020.0%3,4610.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$326,352$2,626,218 ▼-88.9%8,9630.2%ETFVIGVanguard Dividend Appreciation ETF$322,453$1,940 ▼-0.6%1,6620.2%ETFLMTLockheed Martin$318,2160.0%7120.2%AerospaceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$306,7230.0%5,9500.2%ETFXLIIndustrial Select Sector SPDR Fund$305,214$14,415 ▲5.0%2,3290.2%ETFGOOGLAlphabet$301,4220.0%1,9490.2%Computer and TechnologyBACBank of America$300,512$793 ▲0.3%7,2010.2%FinanceRTXRTX$298,969$5,828 ▲2.0%2,2570.2%AerospaceUBERUber Technologies$298,707$298,707 ▲New Holding4,1000.2%Computer and TechnologyTSLATesla$294,924$42,243 ▼-12.5%1,1380.2%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$294,025$58 ▲0.0%5,0390.2%ETFTSMTaiwan Semiconductor Manufacturing$289,1720.0%1,7420.2%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$288,732$39,184 ▼-11.9%4,7970.2%ETFTMUST-Mobile US$277,393$800 ▲0.3%1,0400.2%Computer and TechnologyBMRNBioMarin Pharmaceutical$272,297$11,381 ▲4.4%3,8520.2%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$260,457$10,214 ▼-3.8%5,1000.1%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$252,355$11,087,790 ▼-97.8%3,5230.1%ETFPEPPepsiCo$251,526$4,497 ▼-1.8%1,6780.1%Consumer StaplesTJXTJX Companies$250,609$244 ▲0.1%2,0580.1%Retail/WholesaleGLDSPDR Gold Shares$248,088$248,088 ▲New Holding8610.1%FinanceSOSouthern$247,865$18,847 ▼-7.1%2,6960.1%UtilitiesCRMSalesforce$229,7360.0%8560.1%Computer and TechnologyPGRProgressive$227,753$25,180 ▼-10.0%8050.1%FinanceNMTNuveen Massachusetts Quality Municipal Income Fund$217,663$438 ▲0.2%18,3840.1%FinanceVZVerizon Communications$216,422$216,422 ▲New Holding4,7710.1%Computer and TechnologyADPAutomatic Data Processing$216,254$611 ▲0.3%7080.1%Business ServicesAXONAxon Enterprise$202,4910.0%3850.1%AerospaceDISWalt Disney$200,300$8,885 ▼-4.2%2,0290.1%Consumer DiscretionaryABRArbor Realty Trust$169,092$3,407 ▲2.1%14,3910.1%FinancePFDFlaherty & Crumrine Preferred Income Fund$118,9320.0%10,6000.1%Financial ServicesAURAurora Innovation$94,150$94,150 ▲New Holding14,0000.1%Business ServicesPFOFlaherty & Crumrine Preferred Income Opportunity Fund$94,0440.0%10,2000.1%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$0$7,204,859 ▼-100.0%00.0%ETFPINKSimplify Health Care ETF$0$3,053,203 ▼-100.0%00.0%ETFRDIVInvesco S&P Ultra Dividend Revenue ETF$0$2,722,898 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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