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Eqis Capital Management

Latest statistics and disclosures from Freedom Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, DUHP, VTV, BIL, DFIC, and represent 15.84% of Freedom Investment Management's stock portfolio.
Added to shares of these 10 stocks: AVDS (+$16M), DUHP (+$14M), DFUS (+$13M), AVSC (+$9.5M), VTV (+$8.6M), SH, GLD, KBWP, ITA, XLF.
Started 73 new stock positions in BSCT, BSCS, GEN, UGP, ECX, YMAR, POR, CBRE, MSTR, CDRE.
Reduced shares in these 10 stocks: FJAN (-$30M), , EES (-$9.9M), BIL, SCHG, SPY, AAPL, LQD, , JPST.
Sold out of its positions in AMLP, AMN, BCI, A, APD, AWR, COR, AGX, BALY, BBVA.
Freedom Investment Management was a net seller of stock by $-30M.
Freedom Investment Management has $1.3B in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0001566653

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Portfolio Holdings for Freedom Investment Management

Freedom Investment Management holds 758 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Freedom Investment Management has 758 total positions. Only the first 250 positions are shown.

Sign up to view all of the Freedom Investment Management Sept. 30, 2024 positions
Download the Freedom Investment Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.1	$52M	-5%	91k	573.76	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.9	$49M	+38%	1.4M	34.07	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$42M	+25%	243k	174.57	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.4	$30M	-11%	326k	91.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.0	$25M	+5%	901k	28.14	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	2.0	$25M	+4%	839k	29.53	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	1.8	$23M		854k	26.54	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.6	$21M	-3%	330k	62.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$20M	+181%	320k	62.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$19M	+8%	246k	78.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$19M	+3%	683k	27.41	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.5	$19M		197k	94.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$18M	+3%	173k	101.27	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	1.3	$16M	NEW	291k	56.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$14M	-10%	228k	62.32	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$13M		57k	225.76	View chart
Apple (AAPL)	1.0	$12M	-17%	53k	233.00	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$12M	+2%	432k	28.46	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.9	$11M	-6%	441k	25.13	View chart
Microsoft Corporation (MSFT)	0.9	$11M	+10%	26k	430.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$11M	-7%	202k	51.82	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$10M	-12%	60k	174.50	View chart
NVIDIA Corporation (NVDA)	0.8	$10M	-7%	84k	121.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$10M	-8%	161k	62.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$9.7M		315k	30.80	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$9.5M	NEW	176k	54.02	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$9.3M	-5%	112k	82.94	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.7	$9.1M	-4%	280k	32.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$8.1M	-6%	82k	98.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$7.9M	-2%	51k	154.02	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$7.7M	+37%	170k	45.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$7.7M	+2%	46k	165.85	View chart
Amazon (AMZN)	0.6	$7.3M		39k	186.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$7.0M	+5%	119k	59.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$6.7M		230k	29.18	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$6.6M	+5%	140k	47.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$6.3M	-5%	119k	52.86	View chart
Meta Platforms Cl A (META)	0.5	$6.2M	+2%	11k	572.46	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$6.0M	+7%	178k	33.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$5.7M	+9%	72k	79.42	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$5.6M	+6%	28k	200.37	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.4	$5.5M		122k	44.71	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.4	$5.4M		196k	27.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$5.2M	-31%	46k	112.98	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.4	$5.2M	-9%	66k	79.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$5.2M	+114%	22k	243.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$5.0M	-29%	98k	50.74	View chart
Vanguard World Utilities Etf (VPU)	0.4	$4.8M	-27%	28k	174.05	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$4.7M	-17%	65k	72.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.5M	-9%	38k	116.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$4.5M	-6%	56k	80.30	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$4.1M	-5%	76k	53.72	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$4.0M	-3%	67k	60.20	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.3	$4.0M	+265%	370k	10.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.9M	-5%	40k	97.42	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$3.9M	-17%	43k	90.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$3.8M	-6%	76k	50.28	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$3.8M	-3%	138k	27.70	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$3.8M	-34%	37k	100.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$3.8M	+11%	39k	96.52	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$3.7M	-34%	74k	49.78	View chart
Eli Lilly & Co. (LLY)	0.3	$3.7M	+8%	4.1k	885.92	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$3.5M	+2%	68k	51.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$3.5M	+21%	42k	83.00	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$3.4M	-2%	72k	48.14	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$3.4M	-4%	82k	41.59	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$3.4M	+4%	25k	135.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.3M	+35%	19k	179.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$3.3M		59k	55.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$3.2M		50k	64.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.1M	-13%	8.7k	353.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$3.0M	+15%	101k	29.89	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.0M	-6%	6.0k	493.79	View chart
Strategy Day Hagan Ned Da (SSXU)	0.2	$3.0M	-4%	96k	30.63	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$2.9M		110k	26.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.9M	+51%	5.0k	576.83	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$2.8M	-4%	43k	65.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.8M	-2%	16k	173.67	View chart
Qualcomm (QCOM)	0.2	$2.8M	+11%	16k	170.05	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$2.7M	NEW	24k	115.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.6M	-16%	3.2k	833.12	View chart
UnitedHealth (UNH)	0.2	$2.6M	-13%	4.4k	584.72	View chart
Merck & Co (MRK)	0.2	$2.5M	+6%	22k	113.56	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$2.5M		83k	30.41	View chart
Marathon Oil Corporation (MRO)	0.2	$2.5M	-3%	94k	26.63	View chart
International Business Machines (IBM)	0.2	$2.4M	+121%	11k	221.08	View chart
American Express Company (AXP)	0.2	$2.4M		8.9k	271.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.4M	NEW	16k	149.64	View chart
Applied Materials (AMAT)	0.2	$2.4M	+14%	12k	202.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$2.3M	-4%	61k	38.08	View chart
Visa Com Cl A (V)	0.2	$2.2M	+7%	8.1k	274.94	View chart
Abbvie (ABBV)	0.2	$2.2M	-5%	11k	197.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$2.2M	-11%	53k	41.69	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.2M	+3%	4.7k	465.05	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.2M	-5%	18k	119.07	View chart
Stryker Corporation (SYK)	0.2	$2.2M	-4%	6.0k	361.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.2M	-5%	26k	83.33	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$2.2M		45k	48.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.1M		4.1k	527.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$2.1M	-9%	16k	132.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.1M	-4%	26k	83.75	View chart
Home Depot (HD)	0.2	$2.1M		5.2k	405.17	View chart
Pulte (PHM)	0.2	$2.1M	-10%	15k	143.53	View chart
Msci (MSCI)	0.2	$2.1M	-6%	3.6k	582.85	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.1M	+18%	41k	50.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$2.1M	-4%	26k	80.78	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$2.1M		89k	23.41	View chart
Lennar Corp Cl A (LEN)	0.2	$2.1M	+39%	11k	187.48	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$2.1M	-8%	24k	86.82	View chart
Amgen (AMGN)	0.2	$2.1M	-2%	6.4k	322.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.1M	+4%	4.2k	488.10	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.1M	-21%	3.3k	618.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.1M		26k	78.69	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.2	$2.0M	-9%	43k	46.95	View chart
Kla Corp Com New (KLAC)	0.2	$2.0M	-23%	2.6k	774.41	View chart
Netflix (NFLX)	0.2	$2.0M		2.8k	709.19	View chart
Strategy Day Hagan Ned (SSFI)	0.2	$2.0M	-4%	90k	21.88	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$2.0M	-2%	78k	25.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.0M	-9%	22k	87.80	View chart
Cisco Systems (CSCO)	0.2	$2.0M	-6%	37k	53.22	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$1.9M	NEW	19k	100.70	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$1.9M	-6%	21k	93.05	View chart
Procter & Gamble Company (PG)	0.2	$1.9M	-29%	11k	173.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.9M	+4%	55k	34.29	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	-3%	24k	80.75	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.9M		7.9k	240.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.9M	-22%	3.6k	517.77	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.9M	-6%	41k	45.65	View chart
Steel Dynamics (STLD)	0.1	$1.8M	-4%	15k	126.08	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.8M	-7%	5.0k	368.50	View chart
Intuit (INTU)	0.1	$1.8M	+8%	2.9k	620.97	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.8M	-8%	19k	93.11	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.8M	-2%	8.6k	206.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.8M	-18%	23k	78.37	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$1.7M	+2%	34k	51.96	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$1.7M	-9%	73k	24.08	View chart
Booking Holdings (BKNG)	0.1	$1.7M	+10%	413.00	4207.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.7M	+7%	8.2k	210.87	View chart
Tapestry (TPR)	0.1	$1.7M	+2%	36k	46.98	View chart
Danaher Corporation (DHR)	0.1	$1.7M	+5%	6.1k	278.01	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.7M	+158%	28k	60.93	View chart
Cardinal Health (CAH)	0.1	$1.7M	-4%	15k	110.52	View chart
Tesla Motors (TSLA)	0.1	$1.7M	-13%	6.3k	261.65	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+2%	9.7k	170.39	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.6M	-6%	26k	61.57	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+10%	9.8k	164.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.6M	-8%	14k	110.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.6M	-9%	3.4k	460.29	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	-27%	1.8k	886.54	View chart
Broadcom (AVGO)	0.1	$1.6M	NEW	9.1k	172.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.6M	-6%	41k	37.70	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	-5%	9.5k	162.06	View chart
Caterpillar (CAT)	0.1	$1.5M	-7%	3.9k	391.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.5M	-16%	16k	98.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.5M		30k	49.70	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.5M	-7%	20k	75.17	View chart
Cadence Design Systems (CDNS)	0.1	$1.5M		5.5k	271.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$1.5M	-10%	17k	87.74	View chart
eBay (EBAY)	0.1	$1.5M	-4%	23k	65.11	View chart
Vanguard World Materials Etf (VAW)	0.1	$1.5M	-18%	6.9k	211.47	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.4M	-8%	35k	41.40	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.4M	-5%	31k	46.91	View chart
Synopsys (SNPS)	0.1	$1.4M	+28%	2.8k	506.34	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.4M	+4%	6.4k	223.08	View chart
Hp (HPQ)	0.1	$1.4M		40k	35.87	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.4M		53k	26.65	View chart
Snap-on Incorporated (SNA)	0.1	$1.4M	-10%	4.8k	289.73	View chart
Cigna Corp (CI)	0.1	$1.4M		4.0k	346.41	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$1.4M		14k	101.19	View chart
Copart (CPRT)	0.1	$1.4M	+4%	26k	52.40	View chart
Builders FirstSource (BLDR)	0.1	$1.4M	-17%	7.1k	193.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.4M	-4%	27k	50.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$1.4M	-4%	32k	42.56	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.4M	+107%	5.9k	230.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.4M	+55%	30k	44.67	View chart
Quanta Services (PWR)	0.1	$1.4M	-3%	4.5k	298.13	View chart
Itron (ITRI)	0.1	$1.4M	+2%	13k	106.81	View chart
Chevron Corporation (CVX)	0.1	$1.3M	+10%	9.1k	147.28	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$1.3M	-2%	77k	17.29	View chart
American Water Works (AWK)	0.1	$1.3M	-37%	9.1k	146.24	View chart
Molson Coors Beverage CL B (TAP)	0.1	$1.3M	-8%	23k	57.52	View chart
General Dynamics Corporation (GD)	0.1	$1.3M		4.3k	302.17	View chart
3M Company (MMM)	0.1	$1.3M	+2%	9.5k	136.70	View chart
MercadoLibre (MELI)	0.1	$1.3M	+63%	632.00	2052.17	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$1.3M		20k	65.04	View chart
Mueller Industries (MLI)	0.1	$1.3M	-11%	17k	74.10	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.3M	-12%	13k	96.38	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.3M	-9%	25k	50.18	View chart
American Electric Power Company (AEP)	0.1	$1.3M	-6%	12k	102.60	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$1.2M	-13%	6.4k	192.80	View chart
Valero Energy Corporation (VLO)	0.1	$1.2M	-4%	9.1k	135.03	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	-14%	3.6k	341.77	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	+14%	31k	39.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M	-13%	7.3k	167.19	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.2M	-23%	91k	13.43	View chart
Dick's Sporting Goods (DKS)	0.1	$1.2M	-25%	5.8k	208.69	View chart
Aon Shs Cl A (AON)	0.1	$1.2M	-8%	3.5k	345.98	View chart
Relx Sponsored Adr (RELX)	0.1	$1.2M	-11%	25k	47.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.2M	-7%	12k	101.32	View chart
Roper Industries (ROP)	0.1	$1.2M	-26%	2.1k	556.42	View chart
Ameriprise Financial (AMP)	0.1	$1.2M		2.5k	469.74	View chart
Cummins (CMI)	0.1	$1.2M	+405%	3.7k	323.75	View chart
Hewlett Packard Enterprise (HPE)	0.1	$1.2M	-23%	58k	20.46	View chart
Fabrinet SHS (FN)	0.1	$1.2M	+106%	5.0k	236.46	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-7%	13k	90.03	View chart
Tetra Tech (TTEK)	0.1	$1.2M	+530%	25k	47.16	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.2M	-6%	28k	41.76	View chart
Gilead Sciences (GILD)	0.1	$1.2M	-10%	14k	83.84	View chart
Cintas Corporation (CTAS)	0.1	$1.1M	+281%	5.5k	205.89	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	-6%	34k	33.23	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$1.1M	+360%	5.8k	193.87	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.1M	-6%	71k	15.66	View chart
Zoetis Cl A (ZTS)	0.1	$1.1M	+40%	5.7k	195.38	View chart
Republic Services (RSG)	0.1	$1.1M	+2%	5.5k	200.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.1M		13k	82.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M		21k	52.81	View chart
Horizon Technology Fin (HRZN)	0.1	$1.1M	-4%	102k	10.65	View chart
F5 Networks (FFIV)	0.1	$1.1M	-15%	4.9k	220.20	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.1M	+4%	21k	53.04	View chart
Hartford Financial Services (HIG)	0.1	$1.1M	+9%	9.2k	117.61	View chart
Verizon Communications (VZ)	0.1	$1.1M	-9%	24k	44.91	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.1M	-11%	11k	97.79	View chart
Emcor (EME)	0.1	$1.1M		2.5k	430.52	View chart
Ishares Intl High Yield (HYXU)	0.1	$1.1M		20k	52.39	View chart
Incyte Corporation (INCY)	0.1	$1.1M	NEW	16k	66.10	View chart
Uber Technologies (UBER)	0.1	$1.1M	-5%	14k	75.16	View chart
Pepsi (PEP)	0.1	$1.1M		6.2k	170.06	View chart
Fiserv (FI)	0.1	$1.0M	-2%	5.8k	179.66	View chart
McDonald's Corporation (MCD)	0.1	$1.0M	-5%	3.4k	304.51	View chart
Chubb (CB)	0.1	$1.0M		3.6k	288.37	View chart
Marriott Intl Cl A (MAR)	0.1	$1.0M	+10%	4.2k	248.58	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$1.0M	+25%	34k	30.84	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.0M	-14%	6.3k	162.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.0M	-38%	27k	37.56	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.0M	-5%	17k	61.54	View chart
CBOE Holdings (CBOE)	0.1	$1.0M	NEW	5.0k	204.85	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.0M		50k	20.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	-9%	2.6k	383.87	View chart
Boston Properties (BXP)	0.1	$1.0M	+2%	13k	80.46	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.0M	+18%	19k	52.55	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$1.0M		26k	39.14	View chart
ConocoPhillips (COP)	0.1	$992k	+18%	9.4k	105.28	View chart
Wabtec Corporation (WAB)	0.1	$991k	-6%	5.5k	181.78	View chart
Metropcs Communications (TMUS)	0.1	$989k	-18%	4.8k	206.35	View chart
Intuitive Surgical Com New (ISRG)	0.1	$985k		2.0k	491.28	View chart
Nextera Energy (NEE)	0.1	$984k	-6%	12k	84.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$982k	-3%	8.4k	117.21	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$981k		31k	32.15	View chart
Flexshares Tr Cre Slct Bd Fd (BNDC)	0.1	$975k		43k	22.79	View chart
Boise Cascade (BCC)	0.1	$974k	-3%	6.9k	140.97	View chart

Past Filings by Freedom Investment Management

SEC 13F filings are viewable for Freedom Investment Management going back to 2012

Freedom Investment Management 2024 Q3 filed Nov. 13, 2024
Freedom Investment Management 2024 Q2 filed Aug. 13, 2024
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

View all past filings

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