Financial Freedom, LLC
CIK: 0001965484SEC EDGAR →
Portfolio Value
$201.5M
Holdings
340
As of
Q4 2025
New Positions
355
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR UNIT SER 1 | 24,801 | $15.2M | 7.56% |
| 2 | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | 176,702 | $14.8M | 7.34% |
| 3 | VANGUARD WORLD FD INF TECH ETF | 14,889 | $11.2M | 5.57% |
| 4 | VANGUARD WORLD FD CONSUM DIS ETF | 18,337 | $7.2M | 3.58% |
| 5 | VANECK ETF TRUST SEMICONDUCTR ETF | 19,201 | $6.9M | 3.43% |
| 6 | VANGUARD WORLD FD FINANCIALS ETF | 48,719 | $6.5M | 3.23% |
| 7 | ISHARES TR MSCI INTL MOMENT | 132,011 | $6.3M | 3.14% |
| 8 | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 38,846 | $6.0M | 2.98% |
| 9 | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | 130,003 | $5.8M | 2.88% |
| 10 | PROCTER AND GAMBLE CO COM | 39,193 | $5.6M | 2.79% |
Quarterly Changes
Top Buys
New Positions (9)
Closed Positions (26)
$825K · 2K shares
$159K · 3K shares
$92K · 1K shares
$78K · 936 shares
$51K · 250 shares
$43K · 718 shares
$34K · 408 shares
$29K · 2K shares
$25K · 496 shares
$22K · 330 shares
$19K · 566 shares
$19K · 100 shares
$11K · 135 shares
$11K · 126 shares
$9K · 100 shares
$9K · 75 shares
$7K · 50 shares
$7K · 50 shares
$6K · 5 shares
$6K · 258 shares
$6K · 100 shares
$5K · 300 shares
$4K · 137 shares
$3K · 42 shares
$3K · 42 shares
$2K · 88 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 177 | $157.2M | 78.1% |
| Unknown | 23 | $19.5M | 9.7% |
| Technology | 33 | $8.9M | 4.4% |
| Consumer Defensive | 12 | $6.4M | 3.2% |
| Healthcare | 21 | $2.6M | 1.3% |
| Consumer Cyclical | 13 | $2.4M | 1.2% |
| Industrials | 18 | $1.3M | 0.6% |
| Communication Services | 12 | $1.3M | 0.6% |
| Energy | 12 | $1.3M | 0.6% |
| Utilities | 8 | $270K | 0.1% |
| Real Estate | 5 | $105K | 0.1% |
| Basic Materials | 6 | $41K | 0.0% |