Freegulliver LLC Top Holdings and 13F Report (2025) About Freegulliver LLCInvestment ActivityFreegulliver LLC has $219.15 million in total holdings as of June 30, 2025.Freegulliver LLC owns shares of 81 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.63% of the portfolio was purchased this quarter.About 8.95% of the portfolio was sold this quarter.This quarter, Freegulliver LLC has purchased 92 new stocks and bought additional shares in 30 stocks.Freegulliver LLC sold shares of 36 stocks and completely divested from 15 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $61,077,949iShares Russell Top 200 ETF $36,729,538Vanguard International Dividend Appreciation ETF $13,618,763Capital Group Dividend Value ETF $10,042,978SPDR S&P 500 ETF Trust $8,509,648 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $10,042,978 HoldingB5950S113 - MDXHEALTH SA SHS NEW $273,037 Holding808524607 - Schwab US Small-Cap ETF $236,074 Holding550241103 - Lumen Technologies $43,800 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 254,317 shares (about $10.04M)iShares Russell Top 200 ETF 19,671 shares (about $3.01M)FT Vest Laddered Buffer ETF 23,641 shares (about $751.78K)1stdibs.com 204,900 shares (about $563.48K)Invesco QQQ 643 shares (about $354.73K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 26,728 shares (about $5.47M)Oncology Institute 200,561 shares (about $411.15K)Vanguard International Dividend Appreciation ETF 3,530 shares (about $318.12K)Apple 1,169 shares (about $239.84K)SPDR Portfolio S&P 500 Growth ETF 2,345 shares (about $223.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFreegulliver LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$61,077,949$151,043 ▼-0.2%210,67927.9%FinanceIWLiShares Russell Top 200 ETF$36,729,538$3,012,026 ▲8.9%239,87416.8%ETFVIGIVanguard International Dividend Appreciation ETF$13,618,763$318,124 ▼-2.3%151,1186.2%ETFCGDVCapital Group Dividend Value ETF$10,042,978$10,042,978 ▲New Holding254,3174.6%ETFSPYSPDR S&P 500 ETF Trust$8,509,6480.0%13,7733.9%FinanceXMMOInvesco S&P MidCap Momentum ETF$8,400,445$120,655 ▲1.5%65,3073.8%ETFBUFGFT Vest Buffered Allocation Growth ETF$8,390,222$98,840 ▼-1.2%328,5133.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$7,211,034$58,115 ▲0.8%96,2883.3%ETFBUFRFT Vest Laddered Buffer ETF$6,817,538$751,784 ▲12.4%214,3883.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,170,321$6,608 ▼-0.2%43,5451.9%ETFUNHUnitedHealth Group$3,157,760$28,389 ▲0.9%10,1221.4%MedicalVOVanguard Mid-Cap ETF$2,762,217$86,748 ▲3.2%9,8711.3%ETFGLDSPDR Gold Shares$2,515,152$9,145 ▲0.4%8,2511.1%FinanceIGEBiShares Investment Grade Systematic Bond ETF$2,425,908$47,439 ▲2.0%53,3871.1%ETFFHNFirst Horizon$2,125,830$85 ▼0.0%100,2751.0%FinanceIVViShares Core S&P 500 ETF$1,967,949$203,624 ▲11.5%3,1700.9%ETFQQQInvesco QQQ$1,795,165$354,730 ▲24.6%3,2540.8%FinanceVIGVanguard Dividend Appreciation ETF$1,754,022$5,470,420 ▼-75.7%8,5700.8%ETFSYYSysco$1,452,542$227 ▲0.0%19,1780.7%Consumer StaplesKOCocaCola$1,395,473$2,830 ▼-0.2%19,7240.6%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$1,358,837$3,644 ▲0.3%33,5600.6%ETFAAPLApple$1,320,471$239,843 ▼-15.4%6,4360.6%Computer and TechnologyJHMMJohn Hancock Multifactor Mid Cap ETF$1,207,379$161,322 ▼-11.8%19,7510.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,185,964$223,524 ▼-15.9%12,4420.5%ETFVXUSVanguard Total International Stock ETF$1,158,249$66,673 ▲6.1%16,7640.5%ETFMSFTMicrosoft$1,038,868$215,830 ▼-17.2%2,0890.5%Computer and TechnologyNOCNorthrop Grumman$1,003,960$500 ▼0.0%2,0080.5%AerospaceDIBS1stdibs.com$1,002,408$563,475 ▲128.4%364,5120.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$988,928$1,823 ▲0.2%3,2540.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$927,3010.0%8,4600.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$922,113$72,542 ▼-7.3%12,6860.4%ETFIWMiShares Russell 2000 ETF$919,687$7,984 ▼-0.9%4,2620.4%FinanceVOOVanguard S&P 500 ETF$896,302$568 ▲0.1%1,5780.4%ETFVBVanguard Small-Cap ETF$852,788$237 ▲0.0%3,5990.4%ETFFIWFirst Trust Water ETF$843,052$11,231 ▼-1.3%7,8070.4%ETFCLOVClover Health Investments$782,037$272,304 ▲53.4%280,3000.4%MedicalURAGlobal X Uranium ETF$741,416$58,137 ▼-7.3%19,1040.3%ETFTOIOncology Institute$704,790$411,150 ▼-36.8%343,8000.3%MedicalPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$668,338$10,249 ▲1.6%51,2530.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$667,043$30,720 ▲4.8%26,0560.3%ETFIJRiShares Core S&P Small-Cap ETF$649,423$92,244 ▲16.6%5,9420.3%ETFGOOGLAlphabet$638,915$3,173 ▲0.5%3,6250.3%Computer and TechnologyWVVIWillamette Valley Vineyards$562,869$205,642 ▲57.6%101,9690.3%Consumer StaplesAMZNAmazon.com$537,286$163,665 ▼-23.3%2,4490.2%Retail/WholesaleNVDANVIDIA$493,572$12,166 ▲2.5%3,1240.2%Computer and TechnologyAVGOBroadcom$473,842$12,404 ▼-2.6%1,7190.2%Computer and TechnologyORCLOracle$470,710$3,498 ▼-0.7%2,1530.2%Computer and TechnologyVNCEVince$447,794$132,944 ▲42.2%310,9680.2%Consumer DiscretionaryKKRKKR & Co. Inc.$446,848$532 ▼-0.1%3,3590.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$436,494$416 ▲0.1%3,1470.2%ETFMETAMeta Platforms$425,244$58,323 ▼-12.1%5760.2%Computer and TechnologyVICIVICI Properties$419,964$2,478 ▲0.6%12,8820.2%FinanceSLFSun Life Financial$393,650$3,455 ▲0.9%5,9240.2%FinanceVVisa$386,882$149,074 ▼-27.8%1,0900.2%Business ServicesAONAON$384,231$14,627 ▼-3.7%1,0770.2%FinancePFEPfizer$374,532$4,242 ▼-1.1%15,4510.2%MedicalXOMExxon Mobil$367,134$17,031 ▼-4.4%3,4060.2%EnergyMUBiShares National Muni Bond ETF$355,193$52,339 ▲17.3%3,4000.2%ETFBRK.BBerkshire Hathaway$339,553$8,258 ▼-2.4%6990.2%FinanceITAiShares U.S. Aerospace & Defense ETF$320,6880.0%1,7000.1%ETFMETMetLife$311,467$483 ▼-0.2%3,8730.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$293,6240.0%6,8700.1%ETFVVVanguard Large-Cap ETF$289,2940.0%1,0140.1%ETFINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER$284,0580.0%11,1080.1%ETFMCHPMicrochip Technology$280,917$27,022 ▼-8.8%3,9920.1%Computer and TechnologyMDXHEALTH SA SHS NEW$273,037$273,037 ▲New Holding123,5460.1%StockBENFranklin Resources$271,890$334 ▼-0.1%11,4000.1%FinanceEPDEnterprise Products Partners$260,1120.0%8,3880.1%EnergyWMTWalmart$250,121$4,107 ▼-1.6%2,5580.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$236,074$236,074 ▲New Holding9,3310.1%ETFHWCHancock Whitney$230,117$34,497 ▼-13.0%4,0090.1%FinanceMARZETTI COMPANY COM$224,6010.0%1,3000.1%StockTROWT. Rowe Price Group$222,433$97 ▼0.0%2,3050.1%FinanceFRTFederal Realty Investment Trust$218,4770.0%2,3000.1%FinanceVNQVanguard Real Estate ETF$210,485$51,129 ▼-19.5%2,3630.1%ETFLMTLockheed Martin$204,245$28,715 ▼-12.3%4410.1%AerospaceHRLHormel Foods$203,310$60,318 ▼-22.9%6,7210.1%Consumer StaplesTPLTexas Pacific Land$200,7140.0%1900.1%EnergyPCGPacific Gas & Electric$174,185$42 ▲0.0%12,4950.1%UtilitiesLUMNLumen Technologies$43,800$43,800 ▲New Holding10,0000.0%UtilitiesREFRResearch Frontiers$32,4000.0%20,0000.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$0$4,252,739 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$2,985,989 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$1,339,626 ▼-100.0%00.0%MedicalSJNKSPDR Bloomberg Short Term High Yield Bond ETF$0$442,488 ▼-100.0%00.0%ETFADMArcher Daniels Midland$0$384,080 ▼-100.0%00.0%Consumer StaplesDISWalt Disney$0$298,889 ▼-100.0%00.0%Consumer DiscretionaryBDXBecton, Dickinson and Company$0$292,510 ▼-100.0%00.0%MedicalSJMJ. M. Smucker$0$272,817 ▼-100.0%00.0%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$0$252,269 ▼-100.0%00.0%ETFCVXChevron$0$233,370 ▼-100.0%00.0%EnergyFLOFlowers Foods$0$218,634 ▼-100.0%00.0%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$0$218,529 ▼-100.0%00.0%ETFROOTRoot$0$200,160 ▼-100.0%00.0%FinanceWBAWalgreens Boots Alliance$0$125,082 ▼-100.0%00.0%Retail/WholesaleTOIIWOncology Institute$0$501 ▼-100.0%00.0%MedicalShowing 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. 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