Freedom Investment Management, Inc. Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$1.3B

Holdings

734

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (734 positions)

#	Stock	Shares	Value	% Portfolio
101	HDHOME DEPOT INC	5,637	$2.1M	0.16%
102	DFACDIMENSIONAL ETF TRUST	57,377	$2.1M	0.16%
103	KLACKLA CORP	2,284	$2.0M	0.16%
104	KLMNINVESCO EXCH TRADED FD TR II	18,175	$2.0M	0.16%
105	SYKSTRYKER CORPORATION	5,120	$2.0M	0.16%
106	INTUINTUIT	2,562	$2.0M	0.16%
107	IUSBISHARES TR	43,339	$2.0M	0.16%
108	SWANAMPLIFY ETF TR	63,604	$1.9M	0.16%
109	IWSISHARES TR	14,679	$1.9M	0.15%
110	FFEBFIRST TR EXCHNG TRADED FD VI	36,432	$1.9M	0.15%
111	GILDGILEAD SCIENCES INC	17,184	$1.9M	0.15%
112	VDEVANGUARD WORLD FD	15,710	$1.9M	0.15%
113	PGPROCTER AND GAMBLE CO	11,650	$1.9M	0.15%
114	MSCIMSCI INC	3,186	$1.8M	0.15%
115	ABBVABBVIE INC	9,877	$1.8M	0.15%
116	VCITVANGUARD SCOTTSDALE FDS	22,097	$1.8M	0.15%
117	VRTXVERTEX PHARMACEUTICALS INC	4,110	$1.8M	0.15%
118	PCMMBONDBLOXX ETF TRUST	35,458	$1.8M	0.15%
119	SSFISTRATEGY SHS	83,926	$1.8M	0.14%
120	NXPINXP SEMICONDUCTORS N V	8,168	$1.8M	0.14%
121	JPIBJ P MORGAN EXCHANGE TRADED F	36,157	$1.8M	0.14%
122	NRANRG ENERGY INC	10,928	$1.8M	0.14%
123	NDQINVESCO QQQ TR	3,173	$1.8M	0.14%
124	BIVVANGUARD BD INDEX FDS	22,596	$1.7M	0.14%
125	PICBINVESCO EXCH TRADED FD TR II	72,171	$1.7M	0.14%
126	BBCBJ P MORGAN EXCHANGE TRADED F	38,144	$1.7M	0.14%
127	XLBSELECT SECTOR SPDR TR	19,515	$1.7M	0.14%
128	QLCFLEXSHARES TR	23,673	$1.7M	0.13%
129	TXNTEXAS INSTRS INC	8,095	$1.7M	0.13%
130	SMCISUPER MICRO COMPUTER INC	34,143	$1.7M	0.13%
131	ORCLORACLE CORP	7,626	$1.7M	0.13%
132	SCHOSCHWAB STRATEGIC TR	68,279	$1.7M	0.13%
133	DGROISHARES TR	25,886	$1.7M	0.13%
134	IAU*ISHARES GOLD TR	26,547	$1.7M	0.13%
135	COSTCOSTCO WHSL CORP NEW	1,660	$1.6M	0.13%
136	SLYVSPDR SERIES TRUST	20,571	$1.6M	0.13%
137	KVLEKRANESHARES TRUST	62,701	$1.6M	0.13%
138	XLESELECT SECTOR SPDR TR	19,206	$1.6M	0.13%
139	AMATAPPLIED MATLS INC	8,890	$1.6M	0.13%
140	FHLCFIDELITY COVINGTON TRUST	25,127	$1.6M	0.13%
141	TMOTHERMO FISHER SCIENTIFIC INC	3,928	$1.6M	0.13%
142	VNQIVANGUARD INTL EQUITY INDEX F	34,460	$1.6M	0.13%
143	OEFISHARES TR	5,164	$1.6M	0.13%
144	NVONOVO-NORDISK A S	22,557	$1.6M	0.12%
145	CRWDCROWDSTRIKE HLDGS INC	3,023	$1.5M	0.12%
146	IVWISHARES TR	13,973	$1.5M	0.12%
147	XLISELECT SECTOR SPDR TR	10,332	$1.5M	0.12%
148	PDBCINVESCO ACTVELY MNGD ETC FD	116,452	$1.5M	0.12%
149	HWMHOWMET AEROSPACE INC	8,058	$1.5M	0.12%
150	FMBFIRST TR EXCH TRADED FD III	29,936	$1.5M	0.12%
151	BRK/BBERKSHIRE HATHAWAY INC DEL	3,071	$1.5M	0.12%
152	AMGNAMGEN INC	5,321	$1.5M	0.12%
153	BSCPINVESCO EXCH TRD SLF IDX FD	71,488	$1.5M	0.12%
154	ADBEADOBE INC	3,788	$1.5M	0.12%
155	DYNFBLACKROCK ETF TRUST	26,699	$1.5M	0.12%
156	BKNGBOOKING HOLDINGS INC	251	$1.5M	0.12%
157	CATCATERPILLAR INC	3,675	$1.4M	0.11%
158	VWOVANGUARD INTL EQUITY INDEX F	28,824	$1.4M	0.11%
159	BLVVANGUARD BD INDEX FDS	20,492	$1.4M	0.11%
160	EFVISHARES TR	22,265	$1.4M	0.11%
161	SLYGSPDR SERIES TRUST	15,878	$1.4M	0.11%
162	VTEIVANGUARD MUN BD FDS	14,259	$1.4M	0.11%
163	ITRIITRON INC	10,655	$1.4M	0.11%
164	SPYDSPDR SERIES TRUST	33,036	$1.4M	0.11%
165	LDOSLEIDOS HOLDINGS INC	8,815	$1.4M	0.11%
166	SHOPSHOPIFY INC	12,037	$1.4M	0.11%
167	JNJJOHNSON & JOHNSON	9,055	$1.4M	0.11%
168	TIPISHARES TR	12,557	$1.4M	0.11%
169	FENYFIDELITY COVINGTON TRUST	58,568	$1.4M	0.11%
170	SONYSONY GROUP CORP	52,570	$1.4M	0.11%
171	NULGNUSHARES ETF TR	14,539	$1.4M	0.11%
172	MRSHMARSH & MCLENNAN COS INC	6,215	$1.4M	0.11%
173	MLB1MERCADOLIBRE INC	519	$1.4M	0.11%
174	TMUST-MOBILE US INC	5,696	$1.4M	0.11%
175	IEFISHARES TR	14,118	$1.4M	0.11%
176	CDNSCADENCE DESIGN SYSTEM INC	4,356	$1.3M	0.11%
177	GOOGALPHABET INC	7,525	$1.3M	0.11%
178	RSPTINVESCO EXCHANGE TRADED FD T	32,542	$1.3M	0.11%
179	EOGEOG RES INC	11,088	$1.3M	0.11%
180	VGLTVANGUARD SCOTTSDALE FDS	23,331	$1.3M	0.10%
181	VLOVALERO ENERGY CORP	9,722	$1.3M	0.10%
182	PWRQUANTA SVCS INC	3,451	$1.3M	0.10%
183	XOMEXXON MOBIL CORP	12,092	$1.3M	0.10%
184	XLUSELECT SECTOR SPDR TR	15,820	$1.3M	0.10%
185	RLRALPH LAUREN CORP	4,704	$1.3M	0.10%
186	EMEEMCOR GROUP INC	2,410	$1.3M	0.10%
187	FOXAFOX CORP	22,975	$1.3M	0.10%
188	FNFABRINET	4,340	$1.3M	0.10%
189	MDYGSPDR SERIES TRUST	14,618	$1.3M	0.10%
190	CITCINTAS CORP	5,605	$1.2M	0.10%
191	CRMSALESFORCE INC	4,568	$1.2M	0.10%
192	AEPAMERICAN ELEC PWR CO INC	11,869	$1.2M	0.10%
193	SNPSSYNOPSYS INC	2,400	$1.2M	0.10%
194	SNASNAP ON INC	3,945	$1.2M	0.10%
195	IGVISHARES TR	11,157	$1.2M	0.10%
196	OMCOMNICOM GROUP INC	16,971	$1.2M	0.10%
197	XLRESELECT SECTOR SPDR TR	29,375	$1.2M	0.10%
198	SPDWSPDR INDEX SHS FDS	29,984	$1.2M	0.10%
199	JPSTJ P MORGAN EXCHANGE TRADED F	23,746	$1.2M	0.10%
200	ARMARM HOLDINGS PLC	7,392	$1.2M	0.10%

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