Byrne Financial Freedom, LLC Top Holdings and 13F Report (2025)

About Byrne Financial Freedom, LLC

Investment Activity

Byrne 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: $16,716,035
Alphabet: $8,902,175
Apple: $7,935,859
ARK Innovation ETF: $7,748,879
Nuveen AMT-Free Quality Municipal Income Fund: $7,684,030

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $298,707 Holding
78463V107 - SPDR Gold Shares: $248,088 Holding
92343V104 - Verizon Communications: $216,422 Holding
051774107 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$16,716,035	$203,197 ▼	-1.2%	87,859	9.5%	Retail/Wholesale
GOOG Alphabet	$8,902,175	$625 ▼	0.0%	56,981	5.1%	Computer and Technology
AAPL Apple	$7,935,859	$182,592 ▼	-2.2%	35,726	4.5%	Computer and Technology
ARKK ARK Innovation ETF	$7,748,879	$74,177 ▼	-0.9%	162,860	4.4%	ETF
NEA Nuveen AMT-Free Quality Municipal Income Fund	$7,684,030	$466,368 ▲	6.5%	686,074	4.4%	Financial Services
MSFT Microsoft	$7,037,977	$61,190 ▼	-0.9%	18,748	4.0%	Computer and Technology
FLQS Franklin U.S. Small Cap Multifactor Index ETF	$6,956,245	$102,099 ▼	-1.4%	176,599	4.0%	ETF
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$6,257,633	$204,036 ▼	-3.2%	118,046	3.6%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$5,513,405	$151,713 ▲	2.8%	62,652	3.1%	ETF
QQQM Invesco NASDAQ 100 ETF	$5,494,599	$2,274,506 ▲	70.6%	28,467	3.1%	ETF
WMT Walmart	$5,231,380	$33,360 ▼	-0.6%	59,590	3.0%	Retail/Wholesale
ARKF ARK Fintech Innovation ETF	$4,791,508	$14,734 ▼	-0.3%	144,062	2.7%	ETF
PALANTIR TECHNOLOGIES INC	$4,771,418	$4,624,139 ▼	-49.2%	56,533	2.7%	CL A
PTH Invesco Dorsey Wright Healthcare Momentum ETF	$4,699,522	$58,756 ▼	-1.2%	119,096	2.7%	ETF
IUS Invesco RAFI Strategic US ETF	$4,604,663	$825,006 ▼	-15.2%	93,287	2.6%	Manufacturing
COST Costco Wholesale	$4,405,351	$32,156 ▲	0.7%	4,658	2.5%	Retail/Wholesale
DXJ WisdomTree Japan Hedged Equity Fund	$3,639,952	$64,456 ▲	1.8%	33,036	2.1%	Finance
VFLO VictoryShares Free Cash Flow ETF	$3,555,834	$17,243 ▲	0.5%	103,729	2.0%	ETF
QQQ Invesco QQQ	$3,525,083	$84,411 ▲	2.5%	7,517	2.0%	Finance
KBWR Invesco KBW Regional Banking ETF	$3,462,879	$104,963 ▼	-2.9%	61,661	2.0%	ETF
WCLD WisdomTree Cloud Computing Fund	$3,037,636	$23,656 ▲	0.8%	93,609	1.7%	Manufacturing
PULS PGIM Ultra Short Bond ETF	$2,622,278	$355,721 ▲	15.7%	52,730	1.5%	ETF
UNH UnitedHealth Group	$2,415,296	$5,237 ▼	-0.2%	4,612	1.4%	Medical
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,302,677	$1,045 ▲	0.0%	28,651	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$2,069,067	$186,826 ▼	-8.3%	3,699	1.2%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$2,037,939	$603,338 ▲	42.1%	54,014	1.2%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$1,691,797	$43,045 ▲	2.6%	8,568	1.0%	Finance
XLV Health Care Select Sector SPDR Fund	$1,508,843	$41,904 ▼	-2.7%	10,334	0.9%	ETF
NVDA NVIDIA	$1,413,715	$5,419 ▼	-0.4%	13,044	0.8%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$1,340,174	$119,154 ▲	9.8%	16,410	0.8%	ETF
XLK Technology Select Sector SPDR Fund	$1,292,358	$96,013 ▼	-6.9%	6,259	0.7%	ETF
INTU Intuit	$1,241,554	$1,842 ▲	0.1%	2,022	0.7%	Computer and Technology
APH Amphenol	$1,141,266	$65,590 ▲	6.1%	17,400	0.6%	Computer and Technology
QCOM QUALCOMM	$1,134,726	$373,582 ▲	49.1%	7,387	0.6%	Computer and Technology
IBM International Business Machines	$1,108,032	$6,685,491 ▼	-85.8%	4,456	0.6%	Computer and Technology
HD Home Depot	$1,073,213	$1,466 ▲	0.1%	2,928	0.6%	Retail/Wholesale
XLF Financial Select Sector SPDR Fund	$1,050,457	$10,112 ▲	1.0%	21,089	0.6%	ETF
JPM JPMorgan Chase & Co.	$1,045,512	$24,776 ▲	2.4%	4,262	0.6%	Finance
XAR SPDR S&P Aerospace & Defense ETF	$986,133	$13,016 ▼	-1.3%	6,137	0.6%	ETF
TMO Thermo Fisher Scientific	$978,135	$59,703 ▼	-5.8%	1,966	0.6%	Medical
PYPL PayPal	$974,127	$112,427 ▲	13.0%	14,929	0.6%	Computer and Technology
FTNT Fortinet	$873,146	$9,626 ▼	-1.1%	9,071	0.5%	Computer and Technology
RWJ Invesco S&P SmallCap 600 Revenue ETF	$842,439	$3,704,265 ▼	-81.5%	20,699	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$804,757	$7,189 ▲	0.9%	15,895	0.5%	ETF
U Unity Software	$668,881	$287,522 ▲	75.4%	34,144	0.4%	Computer and Technology
PANW Palo Alto Networks	$663,448	$34,128 ▲	5.4%	3,888	0.4%	Computer and Technology
FLHY Franklin High Yield Corporate ETF	$645,729	$240,638 ▲	59.4%	27,097	0.4%	ETF
ORCL Oracle	$621,898	$69,908 ▲	12.7%	4,448	0.4%	Computer and Technology
EPI WisdomTree India Earnings Fund	$593,422	$28,456 ▲	5.0%	13,576	0.3%	Finance
RECS Columbia Research Enhanced Core ETF	$572,672	$366,306 ▲	177.5%	17,244	0.3%	ETF
JNJ Johnson & Johnson	$562,111	$7,464 ▼	-1.3%	3,389	0.3%	Medical
XOM Exxon Mobil	$552,060	$130,820 ▲	31.1%	4,642	0.3%	Energy
ADBE Adobe	$537,710		0.0%	1,402	0.3%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$452,711	$81,696 ▲	22.0%	5,087	0.3%	ETF
META Meta Platforms	$446,516	$57,615 ▼	-11.4%	775	0.3%	Computer and Technology
LOW Lowe's Companies	$428,909	$1,399 ▲	0.3%	1,839	0.2%	Retail/Wholesale
ABBV AbbVie	$419,131	$20,957 ▲	5.3%	2,000	0.2%	Medical
CSCO Cisco Systems	$417,784	$39,248 ▲	10.4%	6,770	0.2%	Computer and Technology
LLY Eli Lilly and Company	$374,497		0.0%	453	0.2%	Medical
DELL Dell Technologies	$373,867	$49,673 ▲	15.3%	4,102	0.2%	Computer and Technology
WFC Wells Fargo & Company	$370,473	$144 ▼	0.0%	5,160	0.2%	Finance
XBI SPDR S&P Biotech ETF	$370,401		0.0%	4,567	0.2%	ETF
AVGO Broadcom	$345,035	$75,670 ▲	28.1%	2,061	0.2%	Computer and Technology
BA Boeing	$339,834	$9,890 ▲	3.0%	1,993	0.2%	Aerospace
XHB SPDR S&P Homebuilders ETF	$335,402		0.0%	3,461	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$326,352	$2,626,218 ▼	-88.9%	8,963	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$322,453	$1,940 ▼	-0.6%	1,662	0.2%	ETF
LMT Lockheed Martin	$318,216		0.0%	712	0.2%	Aerospace
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$306,723		0.0%	5,950	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$305,214	$14,415 ▲	5.0%	2,329	0.2%	ETF
GOOGL Alphabet	$301,422		0.0%	1,949	0.2%	Computer and Technology
BAC Bank of America	$300,512	$793 ▲	0.3%	7,201	0.2%	Finance
RTX RTX	$298,969	$5,828 ▲	2.0%	2,257	0.2%	Aerospace
UBER Uber Technologies	$298,707	$298,707 ▲	New Holding	4,100	0.2%	Computer and Technology
TSLA Tesla	$294,924	$42,243 ▼	-12.5%	1,138	0.2%	Auto/Tires/Trucks
IJH iShares Core S&P Mid-Cap ETF	$294,025	$58 ▲	0.0%	5,039	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$289,172		0.0%	1,742	0.2%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$288,732	$39,184 ▼	-11.9%	4,797	0.2%	ETF
TMUS T-Mobile US	$277,393	$800 ▲	0.3%	1,040	0.2%	Computer and Technology
BMRN BioMarin Pharmaceutical	$272,297	$11,381 ▲	4.4%	3,852	0.2%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$260,457	$10,214 ▼	-3.8%	5,100	0.1%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$252,355	$11,087,790 ▼	-97.8%	3,523	0.1%	ETF
PEP PepsiCo	$251,526	$4,497 ▼	-1.8%	1,678	0.1%	Consumer Staples
TJX TJX Companies	$250,609	$244 ▲	0.1%	2,058	0.1%	Retail/Wholesale
GLD SPDR Gold Shares	$248,088	$248,088 ▲	New Holding	861	0.1%	Finance
SO Southern	$247,865	$18,847 ▼	-7.1%	2,696	0.1%	Utilities
CRM Salesforce	$229,736		0.0%	856	0.1%	Computer and Technology
PGR Progressive	$227,753	$25,180 ▼	-10.0%	805	0.1%	Finance
NMT Nuveen Massachusetts Quality Municipal Income Fund	$217,663	$438 ▲	0.2%	18,384	0.1%	Finance
VZ Verizon Communications	$216,422	$216,422 ▲	New Holding	4,771	0.1%	Computer and Technology
ADP Automatic Data Processing	$216,254	$611 ▲	0.3%	708	0.1%	Business Services
AXON Axon Enterprise	$202,491		0.0%	385	0.1%	Aerospace
DIS Walt Disney	$200,300	$8,885 ▼	-4.2%	2,029	0.1%	Consumer Discretionary
ABR Arbor Realty Trust	$169,092	$3,407 ▲	2.1%	14,391	0.1%	Finance
PFD Flaherty & Crumrine Preferred Income Fund	$118,932		0.0%	10,600	0.1%	Financial Services
AUR Aurora Innovation	$94,150	$94,150 ▲	New Holding	14,000	0.1%	Business Services
PFO Flaherty & Crumrine Preferred Income Opportunity Fund	$94,044		0.0%	10,200	0.1%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$0	$7,204,859 ▼	-100.0%	0	0.0%	ETF
PINK Simplify Health Care ETF	$0	$3,053,203 ▼	-100.0%	0	0.0%	ETF
RDIV Invesco S&P Ultra Dividend Revenue ETF	$0	$2,722,898 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Byrne Financial Freedom, LLC Top Holdings and 13F Report (2025)

About Byrne Financial Freedom, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Byrne Financial Freedom, LLC Top Holdings and 13F Report (2025)

About Byrne Financial Freedom, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofByrne Financial Freedom, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools