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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, DFIC, IVLU, and represent 15.45% of Freedom Investment Management's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$6.9M), ILCG, SCHG, VONG, KHPI, BUFR, SCHO, SONY, SPY, AGG.
Started 77 new stock positions in LUNR, DSI, MRVL, RING, CNDT, VDE, NMR, GBIL, CGMS, FLR.
Reduced shares in these 10 stocks: BIL (-$9.9M), , Proshares Tr short s&p 500 ne, , PULS, JPST, IAGG, DUHP, KBWP, MRO.
Sold out of its positions in ABM, ACES, SIVR, ELV, APP, Arista Networks, AVT, BBD, BA, Brookfield Renewable Corp.
Freedom Investment Management was a net seller of stock by $-32M.
Freedom Investment Management has $1.2B in assets under management (AUM), dropping by -4.14%.
Central Index Key (CIK): 0001566653

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Portfolio Holdings for Freedom Investment Management

Freedom Investment Management holds 750 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Freedom Investment Management has 750 total positions. Only the first 250 positions are shown.

Sign up to view all of the Freedom Investment Management Dec. 31, 2024 positions
Download the Freedom Investment Management December 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)	4.5	$55M	+2%	93k	586.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.8	$46M	-5%	1.4M	33.79	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$39M	-4%	233k	169.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$23M		898k	25.84	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.9	$23M		836k	27.11	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	1.7	$20M	-5%	803k	25.25	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.7	$20M	-33%	217k	91.43	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.6	$20M	-5%	312k	62.51	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$19M	-4%	304k	63.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$18M	+8%	187k	96.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$17M		687k	25.37	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$17M	-4%	188k	90.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$17M	-4%	234k	70.28	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	1.2	$14M	-7%	270k	51.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$14M	-2%	223k	62.31	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$13M	-5%	54k	232.52	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.0	$12M	+12%	495k	25.05	View chart
Apple (AAPL)	1.0	$12M	-7%	49k	250.42	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.0	$12M	+6%	63k	184.88	View chart
NVIDIA Corporation (NVDA)	1.0	$12M		85k	134.29	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$11M		429k	26.21	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.8	$10M	+9%	308k	33.00	View chart
Microsoft Corporation (MSFT)	0.8	$10M	-6%	24k	421.51	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$10M		114k	87.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$9.7M		158k	61.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$9.5M	+9%	50k	189.43	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$9.5M	+16%	197k	48.33	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$9.0M	-6%	294k	30.78	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$9.0M	-6%	165k	54.36	View chart
Amazon (AMZN)	0.7	$8.0M	-7%	36k	219.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$7.4M	+1448%	35k	210.45	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$7.2M	+78%	70k	103.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$7.2M	-29%	143k	49.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$7.1M	+2%	122k	58.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$6.9M	-2%	50k	137.58	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$6.5M	+3%	144k	45.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$6.1M		230k	26.63	View chart
Meta Platforms Cl A (META)	0.5	$6.1M	-4%	10k	585.54	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$6.0M	-3%	27k	224.32	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$6.0M	+3%	184k	32.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$5.9M	-2%	116k	51.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$5.8M	+3%	74k	78.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$5.7M	+84%	187k	30.47	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.4	$5.2M		65k	80.20	View chart
Vanguard World Utilities Etf (VPU)	0.4	$5.2M	+14%	32k	163.42	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$5.1M	-29%	58k	87.33	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.4	$5.0M	-4%	116k	42.92	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.4	$4.9M	-4%	187k	26.15	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$4.8M	-3%	45k	106.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.4M		38k	115.22	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$4.3M	+9%	84k	51.51	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$4.3M	NEW	48k	89.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$4.3M	+29%	24k	178.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.2M	NEW	150k	27.87	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$4.0M	-3%	41k	96.81	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$3.7M	-14%	48k	78.65	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$3.7M	-6%	62k	59.73	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$3.7M	-12%	56k	65.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.5M	-3%	39k	89.08	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$3.4M		82k	42.07	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$3.4M		72k	47.39	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$3.3M	-3%	132k	25.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$3.3M		59k	55.66	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$3.3M	-3%	66k	50.15	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$3.3M		50k	65.08	View chart
Eli Lilly & Co. (LLY)	0.3	$3.2M		4.1k	772.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$3.2M		16k	197.49	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.3	$3.1M	NEW	122k	25.27	View chart
Mastercard Incorporated Cl A (MA)	0.3	$3.1M	-3%	5.8k	526.58	View chart
Tesla Motors (TSLA)	0.2	$3.0M	+17%	7.4k	403.85	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.0M	-8%	38k	78.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$2.9M	-5%	8.3k	351.82	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$2.8M		42k	66.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$2.8M	-25%	56k	49.05	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$2.7M	-3%	107k	25.26	View chart
Strategy Day Hagan Ned Da (SSXU)	0.2	$2.7M		97k	27.74	View chart
American Express Company (AXP)	0.2	$2.6M		8.8k	296.80	View chart
Visa Com Cl A (V)	0.2	$2.6M		8.2k	316.18	View chart
Qualcomm (QCOM)	0.2	$2.6M	+3%	17k	153.62	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.4M	+13%	47k	50.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.3M	+8%	4.6k	511.27	View chart
Netflix (NFLX)	0.2	$2.3M	-7%	2.6k	891.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.3M	-30%	18k	131.76	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$2.3M	-6%	78k	29.37	View chart
Broadcom (AVGO)	0.2	$2.2M	+5%	9.7k	231.85	View chart
International Business Machines (IBM)	0.2	$2.2M	-7%	10k	219.83	View chart
UnitedHealth (UNH)	0.2	$2.2M	-3%	4.2k	526.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$2.2M		62k	35.48	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.2M		3.1k	692.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.2M		4.0k	538.81	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$2.2M	+2%	46k	47.26	View chart
Tapestry (TPR)	0.2	$2.1M	-10%	33k	65.33	View chart
Spotify Technology S A SHS (SPOT)	0.2	$2.1M	-3%	4.8k	447.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$2.1M		52k	40.92	View chart
Msci (MSCI)	0.2	$2.1M	-2%	3.5k	600.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.1M		26k	81.25	View chart
Wal-Mart Stores (WMT)	0.2	$2.1M		23k	90.37	View chart
Stryker Corporation (SYK)	0.2	$2.1M	-3%	5.8k	360.07	View chart
Home Depot (HD)	0.2	$2.1M	+2%	5.4k	389.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$2.1M		16k	129.34	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$2.1M		24k	87.25	View chart
Abbvie (ABBV)	0.2	$2.1M	+3%	12k	177.70	View chart
Merck & Co (MRK)	0.2	$2.1M	-7%	21k	99.48	View chart
Cisco Systems (CSCO)	0.2	$2.0M	-6%	35k	59.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.0M		26k	77.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.0M	-2%	25k	80.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.0M		8.2k	239.71	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$2.0M		77k	25.45	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.0M	+2%	57k	34.59	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$1.9M		90k	21.58	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.9M	+10%	3.7k	521.06	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.9M		4.8k	402.69	View chart
Applied Materials (AMAT)	0.2	$1.9M		12k	162.63	View chart
Strategy Day Hagan Ned (SSFI)	0.2	$1.9M		91k	20.83	View chart
Intuit (INTU)	0.2	$1.9M	+2%	3.0k	628.60	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.2	$1.9M		42k	44.74	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.9M	+16%	4.2k	444.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.9M	-2%	22k	85.65	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.8M	+9%	24k	75.63	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.8M	NEW	75k	24.06	View chart
Jabil Circuit (JBL)	0.1	$1.8M	+139%	12k	143.91	View chart
Pulte (PHM)	0.1	$1.8M	+9%	16k	109.09	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.7M		19k	90.35	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.7M	+5%	8.3k	207.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.7M	+165%	18k	95.01	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$1.7M		72k	23.84	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+4%	10k	166.64	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.7M	NEW	80k	21.16	View chart
Procter & Gamble Company (PG)	0.1	$1.7M	-8%	10k	167.64	View chart
Kla Corp Com New (KLAC)	0.1	$1.7M	+2%	2.7k	630.04	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M	+2%	8.9k	187.51	View chart
Cardinal Health (CAH)	0.1	$1.7M	-6%	14k	118.28	View chart
Amgen (AMGN)	0.1	$1.7M		6.4k	260.65	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.7M	-3%	32k	51.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.6M	+4%	3.6k	453.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M	-4%	22k	74.73	View chart
Booking Holdings (BKNG)	0.1	$1.6M	-23%	318.00	4961.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.6M	-46%	2.7k	588.59	View chart
Caterpillar (CAT)	0.1	$1.6M	+10%	4.3k	362.80	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	-4%	1.7k	916.24	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.6M	-11%	36k	43.24	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M	+347%	5.2k	288.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M	+38%	3.7k	410.48	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.5M	-4%	17k	86.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.5M	-3%	14k	106.56	View chart
Lennar Corp Cl A (LEN)	0.1	$1.5M		11k	136.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.5M	+6%	29k	51.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$1.5M	+6%	34k	43.28	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+6%	10k	145.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.5M	+47%	31k	47.82	View chart
Snap-on Incorporated (SNA)	0.1	$1.5M	-10%	4.3k	339.52	View chart
Danaher Corporation (DHR)	0.1	$1.5M	+2%	6.3k	232.15	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.5M	-4%	25k	57.31	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$1.5M		17k	86.89	View chart
Copart (CPRT)	0.1	$1.5M	-3%	25k	57.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	-3%	29k	49.51	View chart
Itron (ITRI)	0.1	$1.4M	+4%	13k	108.59	View chart
Cadence Design Systems (CDNS)	0.1	$1.4M	-12%	4.8k	300.42	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$1.4M	+8%	22k	66.39	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.4M	-6%	26k	53.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.4M	-3%	15k	94.03	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.4M	+51%	25k	55.35	View chart
Dick's Sporting Goods (DKS)	0.1	$1.4M	+3%	6.1k	228.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.4M	-10%	37k	37.42	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.4M		6.5k	212.43	View chart
Mueller Industries (MLI)	0.1	$1.4M		17k	79.36	View chart
General Dynamics Corporation (GD)	0.1	$1.4M	+19%	5.2k	263.50	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$1.4M		14k	99.39	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.3M		52k	25.90	View chart
Fiserv (FI)	0.1	$1.3M	+13%	6.6k	205.42	View chart
Chevron Corporation (CVX)	0.1	$1.3M		9.3k	144.84	View chart
Quanta Services (PWR)	0.1	$1.3M	-6%	4.2k	316.08	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	+47%	12k	107.77	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$1.3M		78k	17.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.3M	-2%	19k	68.43	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-4%	30k	44.02	View chart
Ameriprise Financial (AMP)	0.1	$1.3M	-3%	2.4k	532.35	View chart
Metropcs Communications (TMUS)	0.1	$1.3M	+17%	5.6k	225.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.3M	-74%	25k	50.37	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.3M		25k	50.11	View chart
Molson Coors Beverage CL B (TAP)	0.1	$1.3M	-4%	22k	57.32	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$1.2M	+42%	18k	67.10	View chart
Cintas Corporation (CTAS)	0.1	$1.2M	+23%	6.8k	179.45	View chart
AmerisourceBergen (COR)	0.1	$1.2M	NEW	5.4k	224.71	View chart
American Electric Power Company (AEP)	0.1	$1.2M	+6%	13k	92.23	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$1.2M	-10%	5.2k	231.02	View chart
Hp (HPQ)	0.1	$1.2M	-7%	37k	32.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M	-14%	6.3k	190.45	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.2M	-13%	30k	39.39	View chart
Hartford Financial Services (HIG)	0.1	$1.2M	+17%	11k	109.39	View chart
Emcor (EME)	0.1	$1.2M	+5%	2.6k	453.86	View chart
3M Company (MMM)	0.1	$1.2M	-3%	9.2k	129.08	View chart
Synopsys (SNPS)	0.1	$1.2M	-13%	2.4k	485.21	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.2M		90k	12.99	View chart
ConocoPhillips (COP)	0.1	$1.2M	+24%	12k	99.16	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.2M	-8%	4.0k	289.62	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.2M	-4%	29k	39.56	View chart
F5 Networks (FFIV)	0.1	$1.2M	-7%	4.6k	251.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$1.1M	+76%	55k	20.65	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.1M		27k	41.73	View chart
Aon Shs Cl A (AON)	0.1	$1.1M	-9%	3.2k	359.17	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	-42%	15k	75.69	View chart
Super Micro Computer Com New (SMCI)	0.1	$1.1M	NEW	36k	30.48	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$1.1M	-7%	5.9k	186.68	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.1M		13k	84.14	View chart
Hewlett Packard Enterprise (HPE)	0.1	$1.1M	-12%	51k	21.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.1M	NEW	45k	24.29	View chart
Republic Services (RSG)	0.1	$1.1M	-2%	5.4k	201.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	-4%	3.2k	342.13	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M	-3%	8.8k	122.59	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.1M		11k	95.47	View chart
Tetra Tech (TTEK)	0.1	$1.1M	+9%	27k	39.84	View chart
eBay (EBAY)	0.1	$1.1M	-23%	17k	61.95	View chart
Fabrinet SHS (FN)	0.1	$1.1M	-2%	4.8k	219.84	View chart
Horizon Technology Fin (HRZN)	0.1	$1.1M	+14%	117k	8.99	View chart
Marriott Intl Cl A (MAR)	0.1	$1.0M	-9%	3.8k	278.94	View chart
Darden Restaurants (DRI)	0.1	$1.0M		5.6k	186.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.0M	+92%	54k	19.43	View chart
Relx Sponsored Adr (RELX)	0.1	$1.0M	-9%	23k	45.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.0M		2.0k	521.95	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$1.0M	+6%	32k	31.95	View chart
Expedia Group Com New (EXPE)	0.1	$1.0M	-10%	5.5k	186.32	View chart
Nextera Energy (NEE)	0.1	$1.0M	+26%	15k	70.00	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M	-13%	8.5k	120.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M	-4%	33k	31.44	View chart
Pepsi (PEP)	0.1	$1.0M	+8%	6.7k	152.05	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$1.0M		26k	39.09	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.0M	-10%	12k	85.84	View chart
CBOE Holdings (CBOE)	0.1	$1.0M	+4%	5.2k	195.41	View chart
Gilead Sciences (GILD)	0.1	$1.0M	-19%	11k	92.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.0M	+84%	52k	19.48	View chart
Roper Industries (ROP)	0.1	$1.0M	-8%	2.0k	519.77	View chart
Bristol Myers Squibb (BMY)	0.1	$1.0M	+51%	18k	56.56	View chart
Abbott Laboratories (ABT)	0.1	$996k	+4%	8.8k	113.12	View chart
McDonald's Corporation (MCD)	0.1	$993k	+4%	3.6k	278.83	View chart
Medtronic SHS (MDT)	0.1	$990k	-4%	12k	79.88	View chart
Arista Networks Com Shs (ANET)	0.1	$983k	NEW	8.9k	110.53	View chart
Howmet Aerospace (HWM)	0.1	$980k		9.0k	109.37	View chart
American Water Works (AWK)	0.1	$975k	-13%	7.8k	124.50	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$970k	-6%	67k	14.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$969k	+7%	4.4k	220.97	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$967k	-5%	32k	30.46	View chart
Zoetis Cl A (ZTS)	0.1	$966k	+4%	5.9k	162.91	View chart
Diamondback Energy (FANG)	0.1	$965k	+9%	5.9k	163.83	View chart
Te Connectivity Ord Shs (TEL)	0.1	$961k	NEW	6.7k	142.96	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$958k	-4%	48k	20.14	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$954k		15k	64.16	View chart
Oge Energy Corp (OGE)	0.1	$946k		23k	41.25	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$943k	+6%	8.6k	109.20	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$942k	-7%	18k	53.44	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 Q4 filed Feb. 13, 2025
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

View all past filings

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