Financial Freedom, LLC Top Holdings and 13F Report (2024)

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About Financial Freedom, LLC

Investment Activity

Financial Freedom, LLC has $168.75 million in total holdings as of March 31, 2024.
Financial Freedom, LLC owns shares of 364 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 3.69% of the portfolio was purchased this quarter.
About 2.28% of the portfolio was sold this quarter.
This quarter, Financial Freedom, LLC has purchased 362 new stocks and bought additional shares in 148 stocks.
Financial Freedom, LLC sold shares of 36 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Intermediate-Term Corporate Bond ETF: $14,850,393
Invesco QQQ: $12,072,450
Vanguard Information Technology ETF: $8,286,895
Energy Select Sector SPDR Fund: $8,183,740
Procter & Gamble: $6,719,368

Largest New Holdings this Quarter

VanEck Pharmaceutical ETF: $433,546 Holding
iShares U.S. Technology ETF: $346,652 Holding
AMPLIFY TR CYBERSECURITY ETF: $83,311 Holding
Verona Pharma: $8,769 Holding
iShares Russell 2000 ETF: $5,967 Holding

Largest Purchases this Quarter

Health Care Select Sector SPDR Fund: 8,661 shares (about $1.28M)
iShares U.S. Healthcare Providers ETF: 12,398 shares (about $676.17K)
Invesco S&P MidCap Quality ETF: 4,931 shares (about $542.67K)
Global X Future Analytics Tech ETF: 15,948 shares (about $541.59K)
VanEck Pharmaceutical ETF: 4,780 shares (about $433.55K)

Largest Sales this Quarter

Coinbase Global: 3,904 shares (about $1.04M)
Real Estate Select Sector SPDR Fund: 18,740 shares (about $740.81K)
iShares Morningstar Mid-Cap Growth ETF: 4,192 shares (about $296.29K)
SPDR S&P Dividend ETF: 1,923 shares (about $252.38K)
Vanguard Intermediate-Term Corporate Bond ETF: 2,872 shares (about $231.22K)

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
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$14,850,393	$231,225 ▼	-1.5%	184,454	8.8%	ETF
QQQ Invesco QQQ	$12,072,450	$111,889 ▼	-0.9%	27,190	7.2%	Finance
VGT Vanguard Information Technology ETF	$8,286,895	$61,874 ▼	-0.7%	15,804	4.9%	ETF
XLE Energy Select Sector SPDR Fund	$8,183,740	$35,593 ▼	-0.4%	86,683	4.8%	ETF
PG Procter & Gamble	$6,719,368	$18,496 ▼	-0.3%	41,414	4.0%	Consumer Staples
VCR Vanguard Consumer Discretionary ETF	$6,489,162	$61,638 ▲	1.0%	20,424	3.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$5,789,636	$20,372 ▼	-0.4%	59,114	3.4%	Finance
VFH Vanguard Financials ETF	$5,530,117	$40,547 ▼	-0.7%	54,010	3.3%	ETF
XLK Technology Select Sector SPDR Fund	$5,127,150	$378,840 ▲	8.0%	24,618	3.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,210,971	$8,298 ▼	-0.2%	83,221	2.5%	ETF
XLV Health Care Select Sector SPDR Fund	$4,117,878	$1,279,506 ▲	45.1%	27,874	2.4%	ETF
VB Vanguard Small-Cap ETF	$3,956,917	$45,490 ▼	-1.1%	17,310	2.3%	ETF
XLF Financial Select Sector SPDR Fund	$3,333,713	$202,976 ▲	6.5%	79,148	2.0%	ETF
VDE Vanguard Energy ETF	$2,796,053	$24,233 ▲	0.9%	21,230	1.7%	ETF
VO Vanguard Mid-Cap ETF	$2,740,661	$2,249 ▲	0.1%	10,969	1.6%	ETF
IMCG iShares Morningstar Mid-Cap Growth ETF	$2,721,242	$296,290 ▼	-9.8%	38,501	1.6%	ETF
VHT Vanguard Health Care ETF	$2,695,520	$48,965 ▼	-1.8%	9,964	1.6%	ETF
VBR Vanguard Small-Cap Value ETF	$2,606,547	$1,343 ▲	0.1%	13,584	1.5%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,304,041	$27,584 ▼	-1.2%	12,529	1.4%	Finance
AIQ Global X Future Analytics Tech ETF	$2,110,200	$541,592 ▲	34.5%	62,138	1.3%	ETF
SCHP Schwab U.S. TIPS ETF	$2,071,329	$12,571 ▼	-0.6%	39,711	1.2%	ETF
AAPL Apple	$2,009,366	$2,058 ▲	0.1%	11,718	1.2%	Computer and Technology
MSFT Microsoft	$1,970,192	$2,524 ▲	0.1%	4,683	1.2%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$1,767,646	$9,950 ▲	0.6%	9,060	1.0%	ETF
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	$1,693,282	$14,312 ▼	-0.8%	17,629	1.0%	ETF
SMH VanEck Semiconductor ETF	$1,673,457	$414,652 ▲	32.9%	7,438	1.0%	Manufacturing
MGC Vanguard Mega Cap ETF	$1,541,695	$117,169 ▲	8.2%	8,250	0.9%	ETF
MCD McDonald's	$1,445,684	$4,230 ▲	0.3%	5,127	0.9%	Retail/Wholesale
IWP iShares Russell Mid-Cap Growth ETF	$1,444,673	$1,027 ▲	0.1%	12,657	0.9%	ETF
ONEV SPDR Russell 1000 Low Volatility Focus ETF	$1,418,072	$3,974 ▼	-0.3%	11,420	0.8%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$1,409,834	$83,959 ▲	6.3%	35,414	0.8%	ETF
DRIV Global X Autonomous & Electric Vehicles ETF	$1,169,771	$35,593 ▼	-3.0%	47,359	0.7%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$1,122,121	$33,523 ▲	3.1%	4,318	0.7%	ETF
NANR SPDR S&P North American Natural Resources ETF	$1,043,827	$5,240 ▼	-0.5%	19,125	0.6%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$954,274	$542,674 ▲	131.8%	8,671	0.6%	ETF
MUB iShares National Muni Bond ETF	$942,548	$753 ▲	0.1%	8,760	0.6%	ETF
XSD SPDR S&P Semiconductor ETF	$898,348	$186,121 ▼	-17.2%	3,871	0.5%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$887,516	$623 ▲	0.1%	5,695	0.5%	ETF
IHF iShares U.S. Healthcare Providers ETF	$878,566	$676,172 ▲	334.1%	16,109	0.5%	ETF
VOO Vanguard S&P 500 ETF	$860,506		0.0%	1,790	0.5%	ETF
JNJ Johnson & Johnson	$812,984	$2,373 ▲	0.3%	5,139	0.5%	Medical
XOM Exxon Mobil	$798,068	$5,231 ▲	0.7%	6,866	0.5%	Oils/Energy
IJR iShares Core S&P Small-Cap ETF	$758,622	$1,326 ▲	0.2%	6,864	0.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$719,883		0.0%	3,053	0.4%	ETF
FENY Fidelity MSCI Energy Index ETF	$695,518	$4,760 ▲	0.7%	26,885	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$688,675	$807 ▲	0.1%	5,973	0.4%	ETF
GD General Dynamics	$683,061		0.0%	2,418	0.4%	Aerospace
ISCF iShares International Small Cap Equity Factor ETF	$676,964		0.0%	20,526	0.4%	ETF
VIS Vanguard Industrials ETF	$660,116	$8,056 ▼	-1.2%	2,704	0.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$610,751	$740,807 ▼	-54.8%	15,450	0.4%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$571,639	$9,642 ▼	-1.7%	5,632	0.3%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$559,653	$707 ▲	0.1%	6,329	0.3%	ETF
JPM JPMorgan Chase & Co.	$551,493	$1,202 ▲	0.2%	2,753	0.3%	Finance
COIN Coinbase Global	$551,450	$1,035,029 ▼	-65.2%	2,080	0.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$547,965	$75,452 ▼	-12.1%	3,515	0.3%	ETF
META Meta Platforms	$534,272		0.0%	1,100	0.3%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$494,811	$261 ▲	0.1%	1,898	0.3%	ETF
NVDA NVIDIA	$494,109	$29,809 ▲	6.4%	547	0.3%	Computer and Technology
ROBO ROBO Global Robotics & Automation ETF	$482,411	$25,390 ▼	-5.0%	8,227	0.3%	ETF
FIVG Defiance Next Gen Connectivity ETF	$472,171	$24,230 ▼	-4.9%	12,082	0.3%	ETF
LOW Lowe's Companies	$467,162	$255 ▲	0.1%	1,834	0.3%	Retail/Wholesale
IYF iShares U.S. Financials ETF	$457,850	$956 ▲	0.2%	4,787	0.3%	ETF
FXO First Trust Financial AlphaDEX Fund	$453,715	$903 ▲	0.2%	9,548	0.3%	ETF
VAW Vanguard Materials ETF	$447,982	$204 ▲	0.0%	2,191	0.3%	ETF
XHB SPDR S&P Homebuilders ETF	$444,271	$223 ▲	0.1%	3,981	0.3%	ETF
IYG iShares U.S. Financial Services ETF	$437,858	$138,173 ▲	46.1%	6,604	0.3%	ETF
PPH VanEck Pharmaceutical ETF	$433,546	$433,546 ▲	New Holding	4,780	0.3%	Manufacturing
MGK Vanguard Mega Cap Growth ETF	$429,972	$194,347 ▲	82.5%	1,500	0.3%	ETF
LLY Eli Lilly and Company	$423,420	$31,912 ▲	8.2%	544	0.3%	Medical
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$417,079	$853 ▲	0.2%	7,819	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$411,533	$925 ▲	0.2%	4,005	0.2%	ETF
MBB iShares MBS ETF	$404,802	$2,588 ▲	0.6%	4,380	0.2%	ETF
INTC Intel	$389,805	$618 ▲	0.2%	8,825	0.2%	Computer and Technology
SDY SPDR S&P Dividend ETF	$378,634	$252,379 ▼	-40.0%	2,885	0.2%	ETF
DIS Walt Disney	$368,236	$367 ▲	0.1%	3,009	0.2%	Consumer Discretionary
MRK Merck & Co., Inc.	$354,475	$1,056 ▲	0.3%	2,686	0.2%	Medical
AMZN Amazon.com	$347,351		0.0%	1,926	0.2%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$346,652	$346,652 ▲	New Holding	2,567	0.2%	Manufacturing
VNQ Vanguard Real Estate ETF	$345,782	$140,112 ▼	-28.8%	3,998	0.2%	ETF
FNCL Fidelity MSCI Financials Index ETF	$340,132	$39,383 ▲	13.1%	5,726	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$334,456	$46,829 ▼	-12.3%	2,764	0.2%	ETF
SKYY First Trust Cloud Computing ETF	$290,641		0.0%	3,040	0.2%	Manufacturing
VPU Vanguard Utilities ETF	$288,051	$285 ▲	0.1%	2,020	0.2%	ETF
VUG Vanguard Growth ETF	$282,996		0.0%	822	0.2%	ETF
QCOM QUALCOMM	$270,862	$846 ▲	0.3%	1,600	0.2%	Computer and Technology
WTW Willis Towers Watson Public	$269,470	$157,282 ▲	140.2%	980	0.2%	Finance
BRK.B Berkshire Hathaway	$269,133		0.0%	640	0.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$259,543	$42 ▲	0.0%	6,214	0.2%	ETF
WMT Walmart	$255,255	$170,290 ▲	200.4%	4,242	0.2%	Retail/Wholesale
ORCL Oracle	$239,089	$251 ▲	0.1%	1,903	0.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$238,893	$2,231 ▲	0.9%	3,962	0.1%	ETF
ONEY SPDR Russell 1000 Yield Focus ETF	$234,002	$760 ▲	0.3%	2,154	0.1%	ETF
XLI Industrial Select Sector SPDR Fund	$221,125		0.0%	1,756	0.1%	ETF
FDX FedEx	$220,913	$580 ▲	0.3%	762	0.1%	Transportation
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$219,463		0.0%	4,583	0.1%	Manufacturing
IEMG iShares Core MSCI Emerging Markets ETF	$216,856		0.0%	4,203	0.1%	ETF
VTV Vanguard Value ETF	$214,596	$2,117 ▼	-1.0%	1,318	0.1%	ETF
TXN Texas Instruments	$202,693	$1,220 ▲	0.6%	1,163	0.1%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$195,175	$967 ▲	0.5%	2,421	0.1%	ETF
CSCO Cisco Systems	$190,143	$1,098 ▲	0.6%	3,810	0.1%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$188,502	$150,222 ▲	392.4%	2,211	0.1%	ETF
GLD SPDR Gold Shares	$186,999		0.0%	909	0.1%	Finance
JETS U.S. Global Jets ETF	$186,560	$71,137 ▼	-27.6%	8,880	0.1%	ETF
BHC Bausch Health Companies	$184,550		0.0%	17,394	0.1%	Medical
IBM International Business Machines	$179,987	$1,527 ▲	0.9%	943	0.1%	Computer and Technology
UNH UnitedHealth Group	$179,950	$494 ▲	0.3%	364	0.1%	Medical
LMT Lockheed Martin	$166,526		0.0%	366	0.1%	Aerospace
AON AON	$164,086		0.0%	492	0.1%	Finance
PFE Pfizer	$161,151	$971 ▲	0.6%	5,807	0.1%	Medical
IWO iShares Russell 2000 Growth ETF	$160,870	$271 ▲	0.2%	594	0.1%	ETF
PEP PepsiCo	$159,552	$1,050 ▲	0.7%	912	0.1%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$152,948		0.0%	292	0.1%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$152,277	$261 ▲	0.2%	1,165	0.1%	ETF
CAT Caterpillar	$151,964		0.0%	415	0.1%	Industrial Products
GOOG Alphabet	$146,170		0.0%	960	0.1%	Computer and Technology
RTX RTX	$143,982	$878 ▲	0.6%	1,476	0.1%	Aerospace
IHAK iShares Cybersecurity and Tech ETF	$143,737	$23,613 ▼	-14.1%	3,068	0.1%	ETF
ITB iShares U.S. Home Construction ETF	$142,380	$232 ▲	0.2%	1,230	0.1%	ETF
VGK Vanguard FTSE Europe ETF	$136,237		0.0%	2,023	0.1%	ETF
CVX Chevron	$134,832	$946 ▲	0.7%	855	0.1%	Oils/Energy
FBND Fidelity Total Bond ETF	$128,578	$906 ▲	0.7%	2,838	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$127,995	$168 ▲	0.1%	1,522	0.1%	ETF
IAT iShares U.S. Regional Banks ETF	$125,303	$868 ▲	0.7%	2,888	0.1%	ETF
TRV Travelers Companies	$124,432		0.0%	541	0.1%	Finance
HD Home Depot	$121,063	$22,987 ▼	-16.0%	316	0.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$112,277	$525 ▲	0.5%	214	0.1%	ETF
LIT Global X Lithium & Battery Tech ETF	$104,008	$15,311 ▼	-12.8%	2,296	0.1%	ETF
A Agilent Technologies	$102,632		0.0%	705	0.1%	Computer and Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$100,600	$56 ▲	0.1%	1,784	0.1%	Manufacturing
AXP American Express	$100,184		0.0%	440	0.1%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$98,120	$762 ▲	0.8%	901	0.1%	Finance
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$95,289		0.0%	3,433	0.1%	ETF
VDC Vanguard Consumer Staples ETF	$86,455	$408 ▲	0.5%	424	0.1%	ETF
SLYV SPDR S&P 600 Small CapValue ETF	$86,192		0.0%	1,039	0.1%	ETF
AMPLIFY TR CYBERSECURITY ETF	$83,311	$83,311 ▲	New Holding	1,300	0.0%	AMPLIFY CYBERSEC
AVGO Broadcom	$82,304	$27,877 ▼	-25.3%	62	0.0%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$79,921		0.0%	889	0.0%	ETF
GOOGL Alphabet	$72,446		0.0%	480	0.0%	Computer and Technology
WM Waste Management	$72,390	$213 ▲	0.3%	340	0.0%	Business Services
AEP American Electric Power	$71,925	$172 ▲	0.2%	835	0.0%	Utilities
KO Coca-Cola	$71,886		0.0%	1,175	0.0%	Consumer Staples
KEYS Keysight Technologies	$71,778		0.0%	459	0.0%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$70,333	$235 ▲	0.3%	1,199	0.0%	ETF
FNDC Schwab Fundamental International Small Cap Company Index ETF	$68,285		0.0%	1,925	0.0%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$68,169		0.0%	936	0.0%	ETF
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$66,771		0.0%	2,099	0.0%	Manufacturing
GE General Electric	$66,498		0.0%	379	0.0%	Transportation
AMGN Amgen	$66,387	$285 ▲	0.4%	233	0.0%	Medical
BND Vanguard Total Bond Market ETF	$65,995	$436 ▲	0.7%	909	0.0%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$63,767		0.0%	555	0.0%	ETF
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$63,659		0.0%	561	0.0%	ETF
FIDELITY ENHANCED INTERNATIONAL ETF	$63,457	$542 ▲	0.9%	2,223	0.0%	ENHANCED INTL
SCHG Schwab U.S. Large-Cap Growth ETF	$62,401		0.0%	673	0.0%	ETF
IWF iShares Russell 1000 Growth ETF	$61,680		0.0%	183	0.0%	ETF
MFC Manulife Financial	$57,927		0.0%	2,318	0.0%	Finance
XTL SPDR S&P Telecom ETF	$56,809	$149 ▲	0.3%	765	0.0%	ETF
SJM J. M. Smucker	$53,606	$126 ▲	0.2%	426	0.0%	Consumer Staples
FTNT Fortinet	$51,916		0.0%	760	0.0%	Computer and Technology
AMAT Applied Materials	$51,558		0.0%	250	0.0%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$50,907		0.0%	1,015	0.0%	ETF
HWM Howmet Aerospace	$50,657		0.0%	740	0.0%	Construction
EPD Enterprise Products Partners	$50,627	$963 ▲	1.9%	1,735	0.0%	Oils/Energy
TTE TotalEnergies	$49,420		0.0%	718	0.0%	Oils/Energy
SPG Simon Property Group	$45,907		0.0%	293	0.0%	Finance
FIDELITY ENHANCED MID CAP ETF	$45,057	$183 ▲	0.4%	1,475	0.0%	ENHANCED MID
PNQI Invesco NASDAQ Internet ETF	$43,879		0.0%	1,100	0.0%	Manufacturing
BUG Global X Cybersecurity ETF	$43,405		0.0%	1,459	0.0%	Manufacturing
CRNC Cerence	$42,651		0.0%	2,708	0.0%	Computer and Technology
ADBE Adobe	$41,377		0.0%	82	0.0%	Computer and Technology
V Visa	$41,239		0.0%	148	0.0%	Business Services
DVY iShares Select Dividend ETF	$41,020		0.0%	333	0.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$39,966	$167 ▲	0.4%	478	0.0%	ETF
AMP Ameriprise Financial	$38,583		0.0%	88	0.0%	Finance
MXI iShares Global Materials ETF	$38,099		0.0%	426	0.0%	ETF
DLS WisdomTree International SmallCap Dividend Fund	$37,155	$65 ▲	0.2%	570	0.0%	Finance
COST Costco Wholesale	$36,949		0.0%	50	0.0%	Retail/Wholesale
IAU iShares Gold Trust	$36,759		0.0%	875	0.0%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$35,734		0.0%	462	0.0%	ETF
EFA iShares MSCI EAFE ETF	$35,328		0.0%	442	0.0%	Finance
ET Energy Transfer	$34,646	$755 ▲	2.2%	2,203	0.0%	Oils/Energy
XTN SPDR S&P Transportation ETF	$34,586		0.0%	408	0.0%	ETF
WFC Wells Fargo & Company	$33,435	$116 ▲	0.3%	577	0.0%	Finance
VZ Verizon Communications	$33,091	$252 ▲	0.8%	789	0.0%	Computer and Technology
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$32,334	$178 ▲	0.6%	728	0.0%	ETF
ABR Arbor Realty Trust	$31,720	$1,007 ▲	3.3%	2,394	0.0%	Finance
PYPL PayPal	$31,686		0.0%	473	0.0%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$31,600		0.0%	539	0.0%	ETF
NFLX Netflix	$31,581		0.0%	52	0.0%	Consumer Discretionary
PJP Invesco Pharmaceuticals ETF	$30,411		0.0%	379	0.0%	ETF
AMX América Móvil	$29,890		0.0%	1,602	0.0%	Computer and Technology
PPA Invesco Aerospace & Defense ETF	$29,728	$101 ▲	0.3%	293	0.0%	ETF
TAN Invesco Solar ETF	$29,710		0.0%	655	0.0%	ETF
IEUR iShares Core MSCI Europe ETF	$29,130		0.0%	504	0.0%	ETF
TECH Bio-Techne	$28,309		0.0%	402	0.0%	Medical
NYCB New York Community Bancorp	$28,182		0.0%	8,752	0.0%	Finance
MA Mastercard	$27,931		0.0%	58	0.0%	Business Services
WBA Walgreens Boots Alliance	$27,849	$195 ▲	0.7%	1,284	0.0%	Retail/Wholesale
BEP Brookfield Renewable Partners	$26,970	$348 ▲	1.3%	1,161	0.0%	Utilities
USRT iShares Core U.S. REIT ETF	$26,777	$161 ▲	0.6%	498	0.0%	ETF
VYMI Vanguard International High Dividend Yield ETF	$26,575	$207 ▲	0.8%	386	0.0%	ETF
BLK BlackRock	$26,477		0.0%	32	0.0%	Finance
BAC Bank of America	$25,434		0.0%	671	0.0%	Finance
PCRX Pacira BioSciences	$25,334		0.0%	867	0.0%	Medical
MDLZ Mondelez International	$24,757	$140 ▲	0.6%	354	0.0%	Consumer Staples
F Ford Motor	$24,673	$624 ▲	2.6%	1,858	0.0%	Auto/Tires/Trucks
TROW T. Rowe Price Group	$24,384		0.0%	200	0.0%	Finance
FLOT iShares Floating Rate Bond ETF	$24,131	$204 ▲	0.9%	473	0.0%	ETF
IBB iShares Biotechnology ETF	$24,056		0.0%	175	0.0%	Finance
VTRS Viatris	$23,827	$227 ▲	1.0%	1,996	0.0%	Medical
NXPI NXP Semiconductors	$23,398		0.0%	94	0.0%	Computer and Technology
OCSL Oaktree Specialty Lending	$23,301		0.0%	1,185	0.0%	Finance
KMI Kinder Morgan	$22,905	$385 ▲	1.7%	1,249	0.0%	Oils/Energy
MMM 3M	$22,899	$212 ▲	0.9%	216	0.0%	Multi-Sector Conglomerates
LNT Alliant Energy	$22,730		0.0%	451	0.0%	Utilities
EEM iShares MSCI Emerging Markets ETF	$22,691		0.0%	552	0.0%	Finance
LHX L3Harris Technologies	$22,589		0.0%	106	0.0%	Aerospace
SCHF Schwab International Equity ETF	$21,951		0.0%	563	0.0%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$21,808	$131 ▲	0.6%	667	0.0%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$21,750		0.0%	428	0.0%	Manufacturing
HPE Hewlett Packard Enterprise	$21,611	$177 ▲	0.8%	1,219	0.0%	Computer and Technology
DWM WisdomTree International Equity Fund	$20,714		0.0%	378	0.0%	Finance
GEHC GE HealthCare Technologies	$20,305		0.0%	223	0.0%	Medical
CVS CVS Health	$20,067	$239 ▲	1.2%	252	0.0%	Retail/Wholesale
NKE NIKE	$20,025	$94 ▲	0.5%	213	0.0%	Consumer Discretionary
BIV Vanguard Intermediate-Term Bond ETF	$19,945	$151 ▲	0.8%	265	0.0%	ETF
CMCSA Comcast	$19,722		0.0%	455	0.0%	Consumer Discretionary
HSY Hershey	$19,450		0.0%	100	0.0%	Consumer Staples
VRSK Verisk Analytics	$19,330		0.0%	82	0.0%	Business Services
ABBV AbbVie	$19,306	$182 ▲	1.0%	106	0.0%	Medical
UPS United Parcel Service	$18,579		0.0%	125	0.0%	Transportation
DUK Duke Energy	$18,564		0.0%	192	0.0%	Utilities
TGT Target	$18,415	$177 ▲	1.0%	104	0.0%	Retail/Wholesale
MET MetLife	$18,370		0.0%	248	0.0%	Finance
HPQ HP	$18,303	$181 ▲	1.0%	606	0.0%	Computer and Technology
MO Altria Group	$18,288	$306 ▲	1.7%	419	0.0%	Consumer Staples
FBT First Trust NYSE Arca Biotechnology Index Fund	$18,145		0.0%	118	0.0%	ETF
BNDX Vanguard Total International Bond ETF	$18,015	$49 ▲	0.3%	366	0.0%	ETF
EFV iShares MSCI EAFE Value ETF	$17,952		0.0%	330	0.0%	ETF
DG Dollar General	$16,730		0.0%	107	0.0%	Retail/Wholesale
RIO Rio Tinto Group	$16,372		0.0%	257	0.0%	Basic Materials
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$16,282	$102 ▲	0.6%	318	0.0%	Manufacturing
FIDELITY ENHANCED LARGE CAP VALUE ETF	$16,104	$175 ▲	1.1%	552	0.0%	ENHANCED LARGE
CRWD CrowdStrike	$16,030		0.0%	50	0.0%	Computer and Technology
GRMN Garmin	$15,641	$149 ▲	1.0%	105	0.0%	Computer and Technology
JOE St. Joe	$15,271		0.0%	263	0.0%	Finance
EPAM EPAM Systems	$15,189		0.0%	55	0.0%	Computer and Technology
FIS Fidelity National Information Services	$15,057	$74 ▲	0.5%	203	0.0%	Business Services
XAR SPDR S&P Aerospace & Defense ETF	$14,706		0.0%	105	0.0%	ETF
BSX Boston Scientific	$13,698		0.0%	200	0.0%	Medical
PM Philip Morris International	$13,593	$184 ▲	1.4%	148	0.0%	Consumer Staples
SPLV Invesco S&P 500 Low Volatility ETF	$13,422	$66 ▲	0.5%	204	0.0%	ETF
EWO iShares MSCI Austria ETF	$13,405		0.0%	617	0.0%	ETF
PAA Plains All American Pipeline	$12,941	$263 ▲	2.1%	737	0.0%	Oils/Energy
VT Vanguard Total World Stock ETF	$12,914	$110 ▲	0.9%	117	0.0%	ETF
DELL Dell Technologies	$12,772		0.0%	112	0.0%	Computer and Technology
COP ConocoPhillips	$12,728		0.0%	100	0.0%	Oils/Energy
ZTS Zoetis	$12,522		0.0%	74	0.0%	Medical
AMT American Tower	$12,448		0.0%	63	0.0%	Finance
ARKK ARK Innovation ETF	$12,420		0.0%	248	0.0%	ETF
LUV Southwest Airlines	$12,126		0.0%	415	0.0%	Transportation
DOW DOW	$12,098	$116 ▲	1.0%	209	0.0%	Basic Materials
RWO SPDR Dow Jones Global Real Estate ETF	$11,631	$86 ▲	0.7%	272	0.0%	ETF
T AT&T	$11,553	$18 ▲	0.2%	656	0.0%	Computer and Technology
EBAY eBay	$11,523	$53 ▲	0.5%	218	0.0%	Retail/Wholesale
IXUS iShares Core MSCI Total International Stock ETF	$11,029		0.0%	163	0.0%	Manufacturing
BIIB Biogen	$10,782		0.0%	50	0.0%	Medical
SLB Schlumberger	$10,678		0.0%	195	0.0%	Oils/Energy
LW Lamb Weston	$10,653		0.0%	100	0.0%	Consumer Staples
NCLH Norwegian Cruise Line	$10,465		0.0%	500	0.0%	Consumer Discretionary
PAYC Paycom Software	$10,349		0.0%	52	0.0%	Computer and Technology
TSLA Tesla	$10,196	$7,383 ▼	-42.0%	58	0.0%	Auto/Tires/Trucks
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,942		0.0%	231	0.0%	ETF
CTRE CareTrust REIT	$9,732	$122 ▲	1.3%	399	0.0%	Finance
KMB Kimberly-Clark	$9,701		0.0%	75	0.0%	Consumer Staples
ENB Enbridge	$9,533		0.0%	263	0.0%	Oils/Energy
RSPR Invesco S&P 500 Equal Weight Real Estate ETF	$9,324		0.0%	284	0.0%	ETF
AMED Amedisys	$9,216		0.0%	100	0.0%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$9,000	$76 ▲	0.9%	118	0.0%	ETF
CAG Conagra Brands	$8,892		0.0%	300	0.0%	Consumer Staples
VRNA Verona Pharma	$8,769	$8,769 ▲	New Holding	545	0.0%	Medical
NEE NextEra Energy	$8,452	$64 ▲	0.8%	132	0.0%	Utilities
ICLN iShares Global Clean Energy ETF	$8,265		0.0%	591	0.0%	ETF
PSX Phillips 66	$8,167		0.0%	50	0.0%	Oils/Energy
MKC McCormick & Company, Incorporated	$8,115	$77 ▲	1.0%	106	0.0%	Consumer Staples
BK Bank of New York Mellon	$8,067		0.0%	140	0.0%	Finance
SO Southern	$7,815		0.0%	109	0.0%	Utilities
GPC Genuine Parts	$7,747		0.0%	50	0.0%	Auto/Tires/Trucks
SCHB Schwab US Broad Market ETF	$7,712		0.0%	126	0.0%	ETF
IP International Paper	$7,539	$78 ▲	1.0%	193	0.0%	Basic Materials
K Kellanova	$7,384	$57 ▲	0.8%	129	0.0%	Consumer Discretionary
PRU Prudential Financial	$7,297	$118 ▲	1.6%	62	0.0%	Finance
SBUX Starbucks	$7,205		0.0%	79	0.0%	Retail/Wholesale
BMY Bristol-Myers Squibb	$7,073	$54 ▲	0.8%	130	0.0%	Medical
AFL Aflac	$7,069		0.0%	82	0.0%	Finance
BEPC Brookfield Renewable	$7,018	$98 ▲	1.4%	286	0.0%	Oils/Energy
REMX VanEck Rare Earth/Strategic Metals ETF	$6,986		0.0%	136	0.0%	ETF
C Citigroup	$6,934	$63 ▲	0.9%	110	0.0%	Finance
CRSP CRISPR Therapeutics	$6,816		0.0%	100	0.0%	Medical
INFL Horizon Kinetics Inflation Beneficiaries ETF	$6,800	$33 ▲	0.5%	209	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$6,645		0.0%	263	0.0%	ETF
IGE iShares North American Natural Resources ETF	$6,617		0.0%	147	0.0%	ETF
KR Kroger	$6,568		0.0%	115	0.0%	Retail/Wholesale
NWL Newell Brands	$6,475	$56 ▲	0.9%	806	0.0%	Consumer Staples
NDAQ Nasdaq	$6,386		0.0%	101	0.0%	Finance
FRT Federal Realty Investment Trust	$6,368		0.0%	62	0.0%	Finance
HON Honeywell International	$6,188		0.0%	30	0.0%	Multi-Sector Conglomerates
IWM iShares Russell 2000 ETF	$5,967	$5,967 ▲	New Holding	28	0.0%	Finance
CHTR Charter Communications	$5,813		0.0%	20	0.0%	Consumer Discretionary
CRD.A Crawford & Company	$5,384		0.0%	571	0.0%	Business Services
KRE SPDR S&P Regional Banking ETF	$5,205	$50 ▲	1.0%	104	0.0%	ETF
EATON VANCE ENHANCED EQUITY IN COM	$5,204		0.0%	258	0.0%	COM
LADR Ladder Capital	$4,891	$89 ▲	1.9%	439	0.0%	Finance
NEM Newmont	$4,516		0.0%	126	0.0%	Basic Materials
AA Alcoa	$4,365		0.0%	129	0.0%	Industrial Products
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF	$4,239	$38 ▲	0.9%	224	0.0%	ETF
OGN Organon & Co.	$3,736	$19 ▲	0.5%	199	0.0%	Medical
KD Kyndryl	$3,677		0.0%	169	0.0%	Business Services
METV Roundhill Ball Metaverse ETF	$3,676	$12 ▲	0.3%	296	0.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,474	$2,804 ▲	418.2%	57	0.0%	ETF
GOLD Barrick Gold	$3,374	$33 ▲	1.0%	203	0.0%	Basic Materials
MSI Motorola Solutions	$3,313		0.0%	9	0.0%	Computer and Technology
CARR Carrier Global	$3,232	$58 ▲	1.8%	56	0.0%	Computer and Technology
DD DuPont de Nemours	$3,220		0.0%	42	0.0%	Basic Materials
TEVA Teva Pharmaceutical Industries	$3,104		0.0%	220	0.0%	Medical
ONEQ Fidelity NASDAQ Composite Index ETF	$3,032		0.0%	47	0.0%	ETF
OTIS Otis Worldwide	$2,726		0.0%	27	0.0%	Construction
U Unity Software	$2,670		0.0%	100	0.0%	Computer and Technology
EWS iShares MSCI Singapore ETF	$2,515		0.0%	137	0.0%	ETF
LCID Lucid Group	$2,514		0.0%	882	0.0%	Auto/Tires/Trucks
CTVA Corteva	$2,422		0.0%	42	0.0%	Basic Materials
WAB Westinghouse Air Brake Technologies	$1,953		0.0%	13	0.0%	Transportation
IFRA iShares U.S. Infrastructure ETF	$1,933	$43 ▲	2.3%	45	0.0%	ETF
BP BP	$1,854		0.0%	49	0.0%	Oils/Energy
ONON ON	$1,698		0.0%	48	0.0%	Consumer Discretionary
BB BlackBerry	$1,656		0.0%	600	0.0%	Computer and Technology
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$1,654	$40 ▲	2.5%	41	0.0%	ETF
ABNB Airbnb	$1,650	$1,980 ▼	-54.5%	10	0.0%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN FUND	$1,508	$1,508 ▲	New Holding	24	0.0%	SHS
SNAP Snap	$1,435		0.0%	125	0.0%	Computer and Technology
COTY Coty	$1,399		0.0%	117	0.0%	Consumer Staples
UPST Upstart	$1,345		0.0%	50	0.0%	Computer and Technology
WBD Warner Bros. Discovery	$1,344		0.0%	154	0.0%	Consumer Discretionary
SG Sweetgreen	$1,212		0.0%	48	0.0%	Retail/Wholesale
PLTR Palantir Technologies	$1,151		0.0%	50	0.0%	Business Services
SNOW Snowflake	$1,131		0.0%	7	0.0%	Computer and Technology
BYND Beyond Meat	$1,043		0.0%	126	0.0%	Consumer Staples
BHF Brighthouse Financial	$1,031		0.0%	20	0.0%	Finance
SLVM Sylvamo	$966		0.0%	16	0.0%	Basic Materials
DAL Delta Air Lines	$772		0.0%	16	0.0%	Transportation
EBS Emergent BioSolutions	$759		0.0%	300	0.0%	Medical
KHC Kraft Heinz	$750		0.0%	20	0.0%	Consumer Staples
BLKB Blackbaud	$749		0.0%	10	0.0%	Computer and Technology
NOK Nokia Oyj	$583	$4 ▲	0.6%	165	0.0%	Computer and Technology
WK KELLOGG CO COM SHS	$577	$19 ▲	3.3%	31	0.0%	COM SHS
LVS Las Vegas Sands	$562		0.0%	11	0.0%	Consumer Discretionary
EOSE Eos Energy Enterprises	$412		0.0%	400	0.0%	Industrial Products
PINS Pinterest	$398		0.0%	11	0.0%	Computer and Technology
RUN Sunrun	$395		0.0%	30	0.0%	Oils/Energy
TOST Toast	$374		0.0%	15	0.0%	Computer and Technology
NVS Novartis	$298		0.0%	3	0.0%	Medical
REAL RealReal	$215		0.0%	55	0.0%	Consumer Discretionary
GSAT Globalstar	$168		0.0%	114	0.0%	Computer and Technology
ASIX AdvanSix	$30		0.0%	1	0.0%	Basic Materials
REZI Resideo Technologies	$22		0.0%	1	0.0%	Industrial Products
HACK Amplify Cybersecurity ETF	$0	$78,395 ▼	-100.0%	0	0.0%	ETF
OXY Occidental Petroleum	$0	$36,082 ▼	-100.0%	0	0.0%	Oils/Energy
TWLO Twilio	$0	$2,580 ▼	-100.0%	0	0.0%	Computer and Technology
SNDL SNDL	$0		NaN	0	0.0%	Medical

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Financial Freedom, LLC Top Holdings and 13F Report (2024)

About 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

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Financial Freedom, LLC Top Holdings and 13F Report (2024)

About 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 ofFinancial Freedom, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information