Eqis Capital Management
Latest statistics and disclosures from Freedom Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, SPY, DUHP, VTV, FJAN, and represent 15.12% of Freedom Investment Management's stock portfolio.
- Added to shares of these 10 stocks: DUHP (+$33M), VTV (+$31M), FJAN (+$30M), DFIC (+$23M), IVLU (+$23M), EZM (+$21M), KVLE (+$20M), BOND (+$18M), DFAE (+$16M), DLS (+$15M).
- Started 215 new stock positions in KVLE, RIG, WFRD, POWL, SIG, MS, OLLI, RDNT, EES, VERI.
- Reduced shares in these 10 stocks: PULS (-$5.9M), SGOV, FTEC, JPST, TOTL, SPLV, BIV, VDE, FHLC, AGZD.
- Sold out of its positions in BCI, PALL, SIVR, AEIS, ALGM, AMRN, ACLS, BIDU, BBAR, SAN.
- Freedom Investment Management was a net buyer of stock by $320M.
- Freedom Investment Management has $1.2B in assets under management (AUM), dropping by 52.62%.
- Central Index Key (CIK): 0001566653
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Portfolio Holdings for Freedom Investment Management
Freedom Investment Management holds 786 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Freedom Investment Management has 786 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Freedom Investment Management March 31, 2024 positions
- Download the Freedom Investment Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 3.9 | $48M | +21% | 525k | 91.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $47M | +15% | 90k | 523.07 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.6 | $33M | NEW | 1.0M | 31.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $31M | NEW | 191k | 162.86 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 2.4 | $30M | NEW | 711k | 41.98 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.8 | $23M | NEW | 850k | 26.75 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.8 | $23M | NEW | 800k | 28.23 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 1.7 | $21M | NEW | 338k | 61.02 |
|
| Kraneshares Trust Kraneshares Valu (KVLE) | 1.6 | $20M | NEW | 839k | 24.13 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.5 | $18M | NEW | 198k | 91.86 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.3 | $16M | NEW | 662k | 24.72 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $15M | +53% | 200k | 74.22 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 1.2 | $15M | NEW | 225k | 65.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $15M | +11% | 149k | 97.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $14M | +537% | 228k | 60.74 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.0 | $13M | -22% | 80k | 155.84 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $12M | +5% | 59k | 208.27 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.9 | $12M | -15% | 547k | 21.24 |
|
| Apple (AAPL) | 0.9 | $12M | -7% | 67k | 171.48 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.9 | $11M | NEW | 421k | 25.96 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $11M | +2% | 114k | 94.62 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $9.7M | +14% | 89k | 108.92 |
|
| Microsoft Corporation (MSFT) | 0.8 | $9.6M | +4% | 23k | 420.72 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.8 | $9.6M | NEW | 192k | 50.12 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.8 | $9.4M | NEW | 313k | 30.10 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $9.2M | +18% | 126k | 73.15 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $9.0M | +5% | 61k | 147.73 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $8.4M | -21% | 120k | 69.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $7.7M | +3% | 51k | 150.93 |
|
| Amazon (AMZN) | 0.6 | $7.4M | -3% | 41k | 180.38 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $7.4M | +29% | 95k | 77.73 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $7.3M | -6% | 8.1k | 903.53 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.6 | $7.2M | +74% | 219k | 32.69 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $6.7M | +3% | 130k | 51.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $6.7M | +1415% | 13k | 525.73 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $6.6M | NEW | 115k | 56.98 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $6.3M | +12% | 126k | 50.10 |
|
| Vanguard World Utilities Etf (VPU) | 0.5 | $6.1M | -20% | 43k | 142.58 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $6.0M | -21% | 69k | 86.48 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.5 | $5.9M | -19% | 77k | 76.00 |
|
| Northern Lights Fd Tr Toews Agilty Shs (MRSK) | 0.5 | $5.8M | -21% | 188k | 30.90 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $5.5M | +77% | 121k | 45.61 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.4 | $5.4M | NEW | 125k | 43.40 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $5.3M | +13% | 210k | 25.25 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $5.3M | NEW | 199k | 26.55 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $5.2M | +42% | 29k | 183.89 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $5.2M | +44% | 67k | 77.31 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $5.1M | -24% | 62k | 81.66 |
|
| Meta Platforms Cl A (META) | 0.4 | $5.1M | +34% | 11k | 485.58 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $5.0M | NEW | 27k | 182.69 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.8M | -35% | 63k | 75.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $4.2M | +29% | 38k | 110.52 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.1M | -9% | 4.3k | 970.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.0M | NEW | 24k | 169.37 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $4.0M | 53k | 76.36 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.3 | $4.0M | NEW | 70k | 57.38 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $3.9M | -25% | 64k | 61.05 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.3 | $3.8M | NEW | 142k | 26.94 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $3.8M | -24% | 79k | 48.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.7M | -19% | 11k | 346.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.7M | -7% | 18k | 205.73 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $3.5M | NEW | 69k | 50.74 |
|
| Strategy Day Hagan Ned (SSUS) | 0.3 | $3.4M | -4% | 89k | 38.45 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.3 | $3.4M | 72k | 47.44 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $3.3M | +9% | 38k | 86.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | -12% | 6.8k | 481.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $3.3M | NEW | 60k | 54.43 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.2M | -5% | 20k | 162.25 |
|
| American Water Works (AWK) | 0.3 | $3.2M | -16% | 27k | 122.21 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $3.1M | NEW | 51k | 62.34 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.1M | -7% | 3.9k | 777.97 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.2 | $3.1M | +19% | 50k | 60.74 |
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBCB) | 0.2 | $3.0M | -15% | 67k | 45.52 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $3.0M | -20% | 12k | 247.77 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.0M | +48% | 72k | 42.12 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $3.0M | 24k | 128.40 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $3.0M | -34% | 31k | 94.66 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $3.0M | -25% | 28k | 107.41 |
|
| Kla Corp Com New (KLAC) | 0.2 | $3.0M | -15% | 4.2k | 698.54 |
|
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.2 | $2.9M | NEW | 113k | 25.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.7M | NEW | 29k | 92.72 |
|
| Strategy Day Hagan Ned Da (SSXU) | 0.2 | $2.7M | 95k | 28.58 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $2.7M | +93% | 21k | 125.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.2 | $2.7M | -25% | 96k | 27.96 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $2.7M | -19% | 37k | 72.33 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $2.6M | -15% | 54k | 47.62 |
|
| Super Micro Computer (SMCI) | 0.2 | $2.5M | 2.5k | 1010.12 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.5M | -15% | 4.3k | 581.25 |
|
| UnitedHealth (UNH) | 0.2 | $2.5M | +8% | 5.0k | 494.67 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.5M | -19% | 14k | 174.21 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $2.4M | -12% | 20k | 125.33 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $2.4M | NEW | 59k | 40.90 |
|
| Merck & Co (MRK) | 0.2 | $2.4M | -13% | 18k | 131.95 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $2.4M | +73% | 11k | 225.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.4M | +48% | 4.7k | 504.61 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.3M | +16% | 25k | 94.41 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $2.3M | -24% | 47k | 49.05 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $2.3M | NEW | 63k | 36.75 |
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.2 | $2.3M | -8% | 81k | 27.92 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $2.3M | NEW | 45k | 50.74 |
|
| Stryker Corporation (SYK) | 0.2 | $2.3M | -13% | 6.3k | 357.85 |
|
| American Express Company (AXP) | 0.2 | $2.2M | -12% | 9.8k | 227.68 |
|
| Applied Materials (AMAT) | 0.2 | $2.2M | -26% | 11k | 206.23 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $2.2M | -18% | 54k | 40.71 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.2M | -26% | 16k | 136.05 |
|
| Amgen (AMGN) | 0.2 | $2.2M | -6% | 7.6k | 284.33 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $2.1M | +7% | 26k | 82.97 |
|
| Dick's Sporting Goods (DKS) | 0.2 | $2.1M | +7% | 9.5k | 224.86 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $2.1M | +71% | 27k | 78.64 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.1M | +110% | 28k | 76.67 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.1M | -17% | 2.9k | 732.60 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $2.1M | -27% | 81k | 25.87 |
|
| Medtronic SHS (MDT) | 0.2 | $2.1M | -15% | 24k | 87.15 |
|
| Msci (MSCI) | 0.2 | $2.1M | -15% | 3.7k | 560.46 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.2 | $2.0M | -18% | 22k | 94.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.0M | +64% | 4.2k | 480.66 |
|
| Copart (CPRT) | 0.2 | $2.0M | +10% | 35k | 57.92 |
|
| Qualcomm (QCOM) | 0.2 | $2.0M | -8% | 12k | 169.30 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.0M | -32% | 13k | 158.19 |
|
| Marathon Oil Corporation (MRO) | 0.2 | $2.0M | -6% | 71k | 28.34 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $2.0M | +6% | 23k | 87.29 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $2.0M | -6% | 39k | 49.95 |
|
| Chevron Corporation (CVX) | 0.2 | $1.9M | -8% | 12k | 157.74 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.9M | +12% | 22k | 87.23 |
|
| Cisco Systems (CSCO) | 0.2 | $1.9M | -38% | 39k | 49.91 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.9M | +727% | 24k | 80.51 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.9M | +9% | 4.6k | 417.98 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.9M | NEW | 12k | 164.35 |
|
| Visa Com Cl A (V) | 0.2 | $1.9M | +15% | 6.8k | 279.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | -24% | 9.4k | 200.31 |
|
| Abbvie (ABBV) | 0.2 | $1.9M | +14% | 10k | 182.10 |
|
| Pepsi (PEP) | 0.2 | $1.9M | -8% | 11k | 175.00 |
|
| Home Depot (HD) | 0.1 | $1.9M | +25% | 4.9k | 383.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.9M | -31% | 53k | 35.19 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $1.8M | +160% | 37k | 49.89 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.8M | -63% | 36k | 50.45 |
|
| Netflix (NFLX) | 0.1 | $1.8M | +28% | 2.9k | 607.27 |
|
| Strategy Day Hagan Ned (SSFI) | 0.1 | $1.8M | 84k | 21.19 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $1.8M | +2% | 5.7k | 311.30 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.8M | -31% | 27k | 65.65 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $1.8M | NEW | 34k | 51.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.7M | -19% | 4.2k | 420.54 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | -24% | 15k | 116.24 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.7M | -13% | 48k | 35.84 |
|
| Roper Industries (ROP) | 0.1 | $1.7M | -19% | 3.0k | 560.88 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $1.7M | 142k | 11.86 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.6M | NEW | 52k | 31.95 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.6M | -28% | 5.5k | 296.22 |
|
| Intuit (INTU) | 0.1 | $1.6M | +20% | 2.5k | 650.00 |
|
| Quanta Services (PWR) | 0.1 | $1.6M | -9% | 6.2k | 259.81 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.6M | +2% | 50k | 32.23 |
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | +14% | 9.1k | 175.80 |
|
| Essential Utils (WTRG) | 0.1 | $1.6M | -31% | 43k | 37.05 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $1.6M | 105k | 15.24 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.6M | -2% | 5.5k | 284.14 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $1.5M | +5% | 110k | 13.87 |
|
| EOG Resources (EOG) | 0.1 | $1.5M | -24% | 12k | 127.84 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.5M | -9% | 36k | 42.01 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.5M | 8.3k | 180.49 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $1.5M | -22% | 28k | 53.80 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.5M | -40% | 15k | 99.43 |
|
| Helmerich & Payne (HP) | 0.1 | $1.5M | +10% | 35k | 42.06 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.5M | NEW | 20k | 75.48 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $1.5M | NEW | 14k | 106.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.5M | NEW | 13k | 115.30 |
|
| Broadcom (AVGO) | 0.1 | $1.5M | -11% | 1.1k | 1325.00 |
|
| Paccar (PCAR) | 0.1 | $1.4M | +9% | 12k | 123.89 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.4M | +32% | 15k | 92.89 |
|
| Booking Holdings (BKNG) | 0.1 | $1.4M | -12% | 393.00 | 3627.68 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.4M | +33% | 18k | 77.17 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $1.4M | -67% | 35k | 40.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -19% | 32k | 43.35 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.4M | -9% | 32k | 43.29 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $1.4M | +26% | 6.7k | 204.42 |
|
| Danaher Corporation (DHR) | 0.1 | $1.4M | -5% | 5.5k | 249.73 |
|
| Vanguard Mun Bd Fds Intermediate Trm | 0.1 | $1.4M | NEW | 14k | 100.22 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | +14% | 3.7k | 366.39 |
|
| Omni (OMC) | 0.1 | $1.3M | -21% | 14k | 96.76 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.3M | -21% | 9.0k | 148.62 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.3M | 4.7k | 282.48 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.3M | -21% | 19k | 68.83 |
|
| Intel Corporation (INTC) | 0.1 | $1.3M | -37% | 30k | 44.17 |
|
| Lululemon Athletica (LULU) | 0.1 | $1.3M | -20% | 3.4k | 390.65 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.3M | -5% | 31k | 42.14 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | -9% | 4.1k | 320.62 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.1 | $1.3M | 77k | 17.02 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $1.3M | NEW | 26k | 50.03 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $1.3M | -31% | 4.8k | 264.18 |
|
| Icon SHS (ICLR) | 0.1 | $1.3M | -19% | 3.8k | 335.97 |
|
| salesforce (CRM) | 0.1 | $1.3M | -13% | 4.2k | 301.21 |
|
| Aon Shs Cl A (AON) | 0.1 | $1.3M | -3% | 3.8k | 333.76 |
|
| Uber Technologies (UBER) | 0.1 | $1.3M | +29% | 16k | 76.99 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $1.2M | -11% | 25k | 49.22 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.2M | -18% | 29k | 42.11 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | -16% | 9.8k | 125.60 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.2M | -8% | 13k | 95.20 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.2M | NEW | 21k | 58.07 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.2M | -8% | 7.5k | 164.02 |
|
| Pulte (PHM) | 0.1 | $1.2M | 10k | 120.62 |
|
|
| ON Semiconductor (ON) | 0.1 | $1.2M | +5% | 17k | 73.55 |
|
| PPG Industries (PPG) | 0.1 | $1.2M | -28% | 8.4k | 144.90 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.2M | +8% | 5.9k | 205.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | -10% | 7.9k | 152.25 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $1.2M | -38% | 6.4k | 187.76 |
|
| Boise Cascade (BCC) | 0.1 | $1.2M | +23% | 7.8k | 153.36 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +199% | 20k | 60.17 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | -20% | 4.9k | 242.27 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $1.2M | +116% | 2.7k | 435.97 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.2M | -10% | 8.6k | 137.22 |
|
| Target Corporation (TGT) | 0.1 | $1.2M | -23% | 6.7k | 177.20 |
|
| Linde SHS (LIN) | 0.1 | $1.2M | -37% | 2.5k | 464.32 |
|
| Cme (CME) | 0.1 | $1.2M | -16% | 5.4k | 215.27 |
|
| Synopsys (SNPS) | 0.1 | $1.2M | +18% | 2.0k | 571.44 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.2M | +163% | 4.4k | 263.90 |
|
| Zacks Trust Earngs Constant (ZECP) | 0.1 | $1.1M | NEW | 41k | 28.10 |
|
| Mueller Industries (MLI) | 0.1 | $1.1M | +109% | 21k | 53.93 |
|
| Horizon Technology Fin (HRZN) | 0.1 | $1.1M | -18% | 99k | 11.37 |
|
| Flexshares Tr Us Quality Cap (QLC) | 0.1 | $1.1M | NEW | 19k | 58.88 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.1M | -25% | 10k | 110.54 |
|
| Ameriprise Financial (AMP) | 0.1 | $1.1M | +18% | 2.5k | 438.43 |
|
| Jabil Circuit (JBL) | 0.1 | $1.1M | +12% | 8.2k | 133.96 |
|
| Gilead Sciences (GILD) | 0.1 | $1.1M | -10% | 15k | 73.25 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $1.1M | -17% | 43k | 25.51 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.9k | 281.95 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.1M | +205% | 27k | 39.53 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.1M | -10% | 12k | 85.74 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.1 | $1.1M | NEW | 29k | 36.03 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -52% | 20k | 54.23 |
|
| Wabtec Corporation (WAB) | 0.1 | $1.1M | NEW | 7.3k | 145.68 |
|
| Imperial Oil Com New (IMO) | 0.1 | $1.0M | -20% | 15k | 69.13 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +166% | 3.0k | 344.17 |
|
| Stanley Black & Decker (SWK) | 0.1 | $1.0M | -25% | 11k | 97.93 |
|
| Consolidated Edison (ED) | 0.1 | $1.0M | -19% | 12k | 90.81 |
|
| Cardinal Health (CAH) | 0.1 | $1.0M | +34% | 9.3k | 111.90 |
|
| Halliburton Company (HAL) | 0.1 | $1.0M | +16% | 26k | 39.42 |
|
| Flexshares Tr Cre Slct Bd Fd (BNDC) | 0.1 | $1.0M | NEW | 47k | 22.06 |
|
| Darden Restaurants (DRI) | 0.1 | $1.0M | -4% | 6.2k | 167.14 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $1.0M | -27% | 31k | 32.63 |
|
| Molina Healthcare (MOH) | 0.1 | $1.0M | -14% | 2.5k | 410.78 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.0M | -12% | 45k | 22.75 |
|
| American Electric Power Company (AEP) | 0.1 | $1.0M | +4% | 12k | 86.10 |
|
| Republic Services (RSG) | 0.1 | $1.0M | 5.3k | 191.42 |
|
|
| Veritone (VERI) | 0.1 | $1.0M | NEW | 192k | 5.26 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $1.0M | NEW | 40k | 25.22 |
|
| Ametek (AME) | 0.1 | $1.0M | NEW | 5.5k | 182.90 |
|
| Pfizer (PFE) | 0.1 | $998k | -20% | 36k | 27.75 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $996k | -6% | 17k | 59.24 |
|
| Steel Dynamics (STLD) | 0.1 | $995k | +22% | 6.7k | 148.23 |
|
| Itron (ITRI) | 0.1 | $993k | NEW | 11k | 92.52 |
|
| Verizon Communications (VZ) | 0.1 | $991k | +7% | 24k | 41.96 |
|
Past Filings by Freedom Investment Management
SEC 13F filings are viewable for Freedom Investment Management going back to 2012
- Freedom Investment Management 2024 Q1 filed May 14, 2024
- Freedom Investment Management 2023 Q3 filed Nov. 13, 2023
- Eqis Capital Management 2023 Q2 filed Aug. 14, 2023
- Eqis Capital Management 2023 Q1 filed May 15, 2023
- Eqis Capital Management 2022 Q4 filed Feb. 14, 2023
- Eqis Capital Management 2022 Q3 filed Oct. 24, 2022
- Eqis Capital Management 2022 Q2 filed Aug. 8, 2022
- Eqis Capital Management 2022 Q1 filed May 16, 2022
- Eqis Capital Management 2021 Q4 filed Feb. 14, 2022
- Eqis Capital Management 2021 Q3 filed Nov. 12, 2021
- Eqis Capital Management 2021 Q2 filed Aug. 12, 2021
- Eqis Capital Management 2021 Q1 filed May 14, 2021
- Eqis Capital Management 2020 Q4 filed Feb. 11, 2021
- Eqis Capital Management 2020 Q3 filed Nov. 10, 2020
- Eqis Capital Management 2020 Q2 filed Aug. 10, 2020
- Eqis Capital Management 2020 Q1 filed May 12, 2020