Freedom Investment Management, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.2T
Holdings
750
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (750 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SLYVSPDR SER TR | 23,715 | $2.1B | 0.17% | |
| 102 | ABBVABBVIE INC | 11,629 | $2.1B | 0.17% | |
| 103 | MRKMERCK & CO INC | 20,699 | $2.1B | 0.17% | |
| 104 | CSCOCISCO SYS INC | 34,451 | $2.0B | 0.17% | |
| 105 | BSVVANGUARD BD INDEX FDS | 26,002 | $2.0B | 0.17% | |
| 106 | VCITVANGUARD SCOTTSDALE FDS | 24,868 | $2.0B | 0.17% | |
| 107 | JPMJPMORGAN CHASE & CO. | 8,201 | $2.0B | 0.16% | |
| 108 | FLTRVANECK ETF TRUST | 76,982 | $2.0B | 0.16% | |
| 109 | DFACDIMENSIONAL ETF TRUST | 56,593 | $2.0B | 0.16% | |
| 110 | PICBINVESCO EXCH TRADED FD TR II | 89,464 | $1.9B | 0.16% | |
| 111 | TMOTHERMO FISHER SCIENTIFIC INC | 3,691 | $1.9B | 0.16% | |
| 112 | VRTXVERTEX PHARMACEUTICALS INC | 4,755 | $1.9B | 0.16% | |
| 113 | AMATAPPLIED MATLS INC | 11,733 | $1.9B | 0.16% | |
| 114 | SSFISTRATEGY SHS | 90,773 | $1.9B | 0.16% | |
| 115 | INTUINTUIT | 3,004 | $1.9B | 0.16% | |
| 116 | BBCBJ P MORGAN EXCHANGE TRADED F | 42,107 | $1.9B | 0.16% | |
| 117 | ADBEADOBE INC | 4,219 | $1.9B | 0.16% | |
| 118 | XLESELECT SECTOR SPDR TR | 21,830 | $1.9B | 0.16% | |
| 119 | PLTRPALANTIR TECHNOLOGIES INC | 24,370 | $1.8B | 0.15% | |
| 120 | SCHOSCHWAB STRATEGIC TR | 74,577 | $1.8B | 0.15% | |
| 121 | JBLJABIL INC | 12,331 | $1.8B | 0.15% | |
| 122 | PHMPULTE GROUP INC | 16,134 | $1.8B | 0.15% | |
| 123 | SLYGSPDR SER TR | 19,207 | $1.7B | 0.14% | |
| 124 | NXPINXP SEMICONDUCTORS N V | 8,343 | $1.7B | 0.14% | |
| 125 | KLMNINVESCO EXCH TRADED FD TR II | 17,988 | $1.7B | 0.14% | |
| 126 | FENYFIDELITY COVINGTON TRUST | 71,549 | $1.7B | 0.14% | |
| 127 | ORCLORACLE CORP | 10,150 | $1.7B | 0.14% | |
| 128 | SONYSONY GROUP CORP | 79,899 | $1.7B | 0.14% | |
| 129 | PGPROCTER AND GAMBLE CO | 10,044 | $1.7B | 0.14% | |
| 130 | KLACKLA CORP | 2,656 | $1.7B | 0.14% | |
| 131 | TXNTEXAS INSTRS INC | 8,874 | $1.7B | 0.14% | |
| 132 | CAHCARDINAL HEALTH INC | 14,058 | $1.7B | 0.14% | |
| 133 | AMGNAMGEN INC | 6,377 | $1.7B | 0.14% | |
| 134 | FMBFIRST TR EXCH TRADED FD III | 32,442 | $1.7B | 0.14% | |
| 135 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,596 | $1.6B | 0.14% | |
| 136 | BIVVANGUARD BD INDEX FDS | 21,618 | $1.6B | 0.13% | |
| 137 | BKNGBOOKING HOLDINGS INC | 318 | $1.6B | 0.13% | |
| 138 | IVVISHARES TR | 2,661 | $1.6B | 0.13% | |
| 139 | CATCATERPILLAR INC | 4,312 | $1.6B | 0.13% | |
| 140 | COSTCOSTCO WHSL CORP NEW | 1,700 | $1.6B | 0.13% | |
| 141 | SPYDSPDR SER TR | 35,847 | $1.6B | 0.13% | |
| 142 | OEFISHARES TR | 5,205 | $1.5B | 0.12% | |
| 143 | VUGVANGUARD INDEX FDS | 3,654 | $1.5B | 0.12% | |
| 144 | NVONOVO-NORDISK A S | 17,398 | $1.5B | 0.12% | |
| 145 | TIPISHARES TR | 13,991 | $1.5B | 0.12% | |
| 146 | LENLENNAR CORP | 10,895 | $1.5B | 0.12% | |
| 147 | FJUNFIRST TR EXCHNG TRADED FD VI | 28,821 | $1.5B | 0.12% | |
| 148 | DJUNFIRST TR EXCHNG TRADED FD VI | 34,139 | $1.5B | 0.12% | |
| 149 | JNJJOHNSON & JOHNSON | 10,156 | $1.5B | 0.12% | |
| 150 | VEAVANGUARD TAX-MANAGED FDS | 30,622 | $1.5B | 0.12% | |
| 151 | SNASNAP ON INC | 4,302 | $1.5B | 0.12% | |
| 152 | USRTISHARES TR | 25,366 | $1.5B | 0.12% | |
| 153 | MDYGSPDR SER TR | 16,712 | $1.5B | 0.12% | |
| 154 | CPRTCOPART INC | 25,294 | $1.5B | 0.12% | |
| 155 | DHRDANAHER CORPORATION | 6,282 | $1.4B | 0.12% | |
| 156 | IAU*ISHARES GOLD TR | 29,058 | $1.4B | 0.12% | |
| 157 | ITRIITRON INC | 13,242 | $1.4B | 0.12% | |
| 158 | CDNSCADENCE DESIGN SYSTEM INC | 4,776 | $1.4B | 0.12% | |
| 159 | QLCFLEXSHARES TR | 21,582 | $1.4B | 0.12% | |
| 160 | IEURISHARES TR | 26,293 | $1.4B | 0.12% | |
| 161 | VGLTVANGUARD SCOTTSDALE FDS | 25,164 | $1.4B | 0.12% | |
| 162 | DKSDICKS SPORTING GOODS INC | 6,074 | $1.4B | 0.12% | |
| 163 | IEFISHARES TR | 15,015 | $1.4B | 0.12% | |
| 164 | RSPTINVESCO EXCHANGE TRADED FD T | 36,845 | $1.4B | 0.11% | |
| 165 | MRSHMARSH & MCLENNAN COS INC | 6,489 | $1.4B | 0.11% | |
| 166 | MLIMUELLER INDS INC | 17,358 | $1.4B | 0.11% | |
| 167 | GDGENERAL DYNAMICS CORP | 5,183 | $1.4B | 0.11% | |
| 168 | VTEIVANGUARD MUN BD FDS | 13,734 | $1.4B | 0.11% | |
| 169 | PYLDPIMCO ETF TR | 52,054 | $1.3B | 0.11% | |
| 170 | FISVFISERV INC | 6,559 | $1.3B | 0.11% | |
| 171 | CVXCHEVRON CORP NEW | 9,256 | $1.3B | 0.11% | |
| 172 | PWRQUANTA SVCS INC | 4,233 | $1.3B | 0.11% | |
| 173 | XOMEXXON MOBIL CORP | 12,399 | $1.3B | 0.11% | |
| 174 | SMBVANECK ETF TRUST | 77,911 | $1.3B | 0.11% | |
| 175 | BLVVANGUARD BD INDEX FDS | 19,206 | $1.3B | 0.11% | |
| 176 | BACBANK AMERICA CORP | 29,464 | $1.3B | 0.11% | |
| 177 | A4SAMERIPRISE FINL INC | 2,428 | $1.3B | 0.11% | |
| 178 | JPSTJ P MORGAN EXCHANGE TRADED F | 25,076 | $1.3B | 0.10% | |
| 179 | GSYINVESCO ACTIVELY MANAGED EXC | 25,055 | $1.3B | 0.10% | |
| 180 | TAPMOLSON COORS BEVERAGE CO | 21,866 | $1.3B | 0.10% | |
| 181 | TMUST-MOBILE US INC | 5,638 | $1.2B | 0.10% | |
| 182 | CITCINTAS CORP | 6,806 | $1.2B | 0.10% | |
| 183 | EWJISHARES INC | 18,377 | $1.2B | 0.10% | |
| 184 | ABGCENCORA INC | 5,370 | $1.2B | 0.10% | |
| 185 | AEPAMERICAN ELEC PWR CO INC | 13,075 | $1.2B | 0.10% | |
| 186 | RLRALPH LAUREN CORP | 5,192 | $1.2B | 0.10% | |
| 187 | 7HPHP INC | 36,659 | $1.2B | 0.10% | |
| 188 | GOOGALPHABET INC | 6,272 | $1.2B | 0.10% | |
| 189 | TOTLSSGA ACTIVE ETF TR | 30,181 | $1.2B | 0.10% | |
| 190 | HIGHARTFORD FINL SVCS GROUP INC | 10,844 | $1.2B | 0.10% | |
| 191 | EMEEMCOR GROUP INC | 2,604 | $1.2B | 0.10% | |
| 192 | MMM3M CO | 9,155 | $1.2B | 0.10% | |
| 193 | SNPSSYNOPSYS INC | 2,433 | $1.2B | 0.10% | |
| 194 | PDBCINVESCO ACTVELY MNGD ETC FD | 90,149 | $1.2B | 0.10% | |
| 195 | COPCONOCOPHILLIPS | 11,709 | $1.2B | 0.10% | |
| 196 | MIGAMICROSTRATEGY INC | 4,001 | $1.2B | 0.10% | |
| 197 | VNQIVANGUARD INTL EQUITY INDEX F | 29,228 | $1.2B | 0.10% | |
| 198 | FFIVF5 INC | 4,584 | $1.2B | 0.10% | |
| 199 | BSCPINVESCO EXCH TRD SLF IDX FD | 55,429 | $1.1B | 0.10% | |
| 200 | SRLNSSGA ACTIVE ETF TR | 27,342 | $1.1B | 0.09% |