Eqis Capital Management
Latest statistics and disclosures from Freedom Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, SPY, FTEC, AGG, AAPL, and represent 13.53% of Freedom Investment Management's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$8.9M), BIL (+$8.9M), FHLC (+$7.6M), MRSK (+$6.7M), XLV (+$6.6M), PULS (+$5.9M), JPST, XLP, XLC, XLY.
- Started 78 new stock positions in NVTA, VNLA, TTEK, XLG, TREX, EME, CCJ, EXP, BA, MNSO.
- Reduced shares in these 10 stocks: TLT (-$12M), FSTA, VPU, EFA, SOXX, IVV, QQQM, MA, VONG, SCHB.
- Sold out of its positions in AGCO, Aegon, ALK, ABEV, AMX, AME, AMPH, AR, ADM, ALV.
- Freedom Investment Management was a net seller of stock by $-38M.
- Freedom Investment Management has $817M in assets under management (AUM), dropping by -8.31%.
- Central Index Key (CIK): 0001566653
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Positions held by Eqis Capital Management consolidated in one spreadsheet with up to 7 years of data
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Freedom Investment Management holds 674 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Freedom Investment Management has 674 total positions. Only the first 250 positions are shown.
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- Download the Freedom Investment Management September 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 4.9 | $40M | +28% | 432k | 91.82 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $33M | -3% | 78k | 427.45 |
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $13M | +7% | 104k | 122.93 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $13M | +6% | 133k | 94.04 |
|
Apple (AAPL) | 1.5 | $13M | -7% | 73k | 171.21 |
|
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 1.4 | $12M | -7% | 648k | 17.69 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $9.8M | -54% | 111k | 88.69 |
|
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.1 | $9.3M | +450% | 153k | 60.58 |
|
Select Sector Spdr Tr Technology (XLK) | 1.1 | $9.2M | +4293% | 56k | 163.91 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $8.9M | +6% | 36k | 249.35 |
|
Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $8.4M | +6% | 130k | 64.35 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $8.0M | -7% | 78k | 102.02 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $7.4M | +835% | 58k | 128.74 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $7.1M | -6% | 98k | 72.31 |
|
Microsoft Corporation (MSFT) | 0.8 | $6.9M | +46% | 22k | 315.75 |
|
Vanguard World Fds Utilities Etf (VPU) | 0.8 | $6.8M | -38% | 54k | 127.54 |
|
Northern Lights Fd Tr Toews Agilty Shs (MRSK) | 0.8 | $6.7M | NEW | 240k | 27.90 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $6.7M | -5% | 88k | 75.66 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.5M | -9% | 50k | 130.86 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.8 | $6.3M | -18% | 106k | 59.28 |
|
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.8 | $6.2M | -7% | 95k | 64.86 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $6.1M | +4% | 125k | 48.65 |
|
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $5.9M | NEW | 118k | 49.49 |
|
Select Sector Spdr Tr Communication (XLC) | 0.7 | $5.5M | +146% | 83k | 65.57 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $5.4M | -10% | 73k | 73.72 |
|
Amazon (AMZN) | 0.7 | $5.4M | +41% | 42k | 127.12 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $5.0M | -7% | 105k | 47.89 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.6 | $4.9M | +1712% | 97k | 50.18 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $4.6M | -9% | 112k | 41.26 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $4.4M | +6% | 185k | 23.94 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $4.4M | -5% | 48k | 91.59 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $4.3M | -36% | 86k | 49.85 |
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $4.1M | -3% | 107k | 38.65 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $4.1M | -24% | 13k | 307.10 |
|
American Water Works (AWK) | 0.5 | $3.9M | -6% | 32k | 123.83 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.5 | $3.9M | +17% | 125k | 31.45 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.5 | $3.8M | -2% | 37k | 103.72 |
|
NVIDIA Corporation (NVDA) | 0.5 | $3.8M | +75% | 8.7k | 435.01 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $3.7M | 37k | 100.67 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $3.7M | NEW | 53k | 68.81 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $3.5M | -20% | 46k | 75.15 |
|
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) | 0.4 | $3.4M | 79k | 43.20 |
|
|
Cisco Systems (CSCO) | 0.4 | $3.4M | -5% | 63k | 53.76 |
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $3.3M | -6% | 72k | 46.23 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.3M | -7% | 19k | 171.45 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $3.2M | NEW | 20k | 160.99 |
|
Strategy Day Hagan Ned (SSUS) | 0.4 | $3.2M | +665% | 93k | 34.12 |
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.4 | $3.1M | -15% | 129k | 24.49 |
|
Nxp Semiconductors N V (NXPI) | 0.4 | $3.1M | +23% | 15k | 199.92 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $3.1M | -8% | 46k | 67.06 |
|
Mastercard Incorporated Cl A (MA) | 0.4 | $3.1M | -46% | 7.8k | 395.92 |
|
Procter & Gamble Company (PG) | 0.4 | $3.1M | -26% | 21k | 145.86 |
|
Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.4 | $3.1M | +94% | 138k | 22.16 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $3.0M | +15% | 68k | 43.78 |
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $3.0M | -7% | 62k | 47.94 |
|
Johnson & Johnson (JNJ) | 0.4 | $2.9M | -34% | 19k | 155.75 |
|
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.4 | $2.9M | -16% | 64k | 45.49 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $2.9M | -54% | 6.1k | 473.66 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $2.8M | +106% | 48k | 58.79 |
|
Texas Instruments Incorporated (TXN) | 0.3 | $2.8M | +10% | 18k | 159.01 |
|
Fidelity Covington Trust Msci Energy Idx (FENY) | 0.3 | $2.8M | +520% | 112k | 24.91 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.8M | -15% | 4.7k | 588.62 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.8M | +7% | 29k | 94.33 |
|
Vanguard World Fds Energy Etf (VDE) | 0.3 | $2.7M | +105% | 22k | 126.74 |
|
Thermo Fisher Scientific (TMO) | 0.3 | $2.6M | -31% | 5.1k | 506.14 |
|
Strategy Day Hagan Ned Da (SSXU) | 0.3 | $2.5M | +674% | 96k | 26.13 |
|
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.3 | $2.5M | 27k | 92.55 |
|
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $2.4M | +5% | 25k | 96.92 |
|
Bristol Myers Squibb (BMY) | 0.3 | $2.4M | -26% | 41k | 58.04 |
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $2.4M | -12% | 67k | 35.07 |
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $2.4M | -51% | 34k | 68.44 |
|
Meta Platforms Cl A (META) | 0.3 | $2.3M | +49% | 7.8k | 300.21 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.3M | -7% | 22k | 104.34 |
|
UnitedHealth (UNH) | 0.3 | $2.3M | +11% | 4.6k | 504.22 |
|
Kla Corp Com New (KLAC) | 0.3 | $2.3M | -2% | 5.0k | 458.62 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.3M | +15% | 39k | 58.93 |
|
Exxon Mobil Corporation (XOM) | 0.3 | $2.3M | -27% | 20k | 117.58 |
|
Eli Lilly & Co. (LLY) | 0.3 | $2.3M | +24% | 4.2k | 537.11 |
|
Chevron Corporation (CVX) | 0.3 | $2.3M | -16% | 13k | 168.62 |
|
Msci (MSCI) | 0.3 | $2.2M | -44% | 4.4k | 513.06 |
|
Medtronic SHS (MDT) | 0.3 | $2.2M | -17% | 28k | 78.36 |
|
Amgen (AMGN) | 0.3 | $2.2M | +8% | 8.1k | 268.76 |
|
Essential Utils (WTRG) | 0.3 | $2.2M | -6% | 63k | 34.33 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.2M | NEW | 77k | 28.15 |
|
Merck & Co (MRK) | 0.3 | $2.1M | +64% | 21k | 102.95 |
|
Novo-nordisk A S Adr (NVO) | 0.3 | $2.1M | NEW | 24k | 90.94 |
|
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.3 | $2.1M | 89k | 23.88 |
|
|
Proshares Tr Large Cap Cre (CSM) | 0.3 | $2.1M | -8% | 42k | 48.81 |
|
Proshares Tr Short S&p 500 Ne (SH) | 0.3 | $2.1M | +213% | 142k | 14.47 |
|
Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $2.0M | 42k | 48.78 |
|
|
Applied Materials (AMAT) | 0.2 | $2.0M | +10% | 15k | 138.45 |
|
Marathon Oil Corporation (MRO) | 0.2 | $2.0M | -39% | 76k | 26.75 |
|
Pepsi (PEP) | 0.2 | $2.0M | 12k | 169.44 |
|
|
EOG Resources (EOG) | 0.2 | $2.0M | -16% | 16k | 126.76 |
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Stryker Corporation (SYK) | 0.2 | $2.0M | -31% | 7.3k | 273.27 |
|
Tesla Motors (TSLA) | 0.2 | $2.0M | +53% | 7.9k | 250.21 |
|
Snap-on Incorporated (SNA) | 0.2 | $2.0M | -15% | 7.7k | 255.08 |
|
Costco Wholesale Corporation (COST) | 0.2 | $2.0M | 3.5k | 564.89 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.9M | +29% | 21k | 90.39 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.9M | -7% | 22k | 86.90 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | -47% | 5.2k | 350.29 |
|
Roper Industries (ROP) | 0.2 | $1.8M | -36% | 3.7k | 484.22 |
|
JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | -17% | 12k | 145.02 |
|
United Parcel Service CL B (UPS) | 0.2 | $1.8M | -10% | 12k | 155.87 |
|
Comcast Corp Cl A (CMCSA) | 0.2 | $1.8M | -7% | 40k | 44.34 |
|
Air Products & Chemicals (APD) | 0.2 | $1.7M | -15% | 6.2k | 283.39 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $1.7M | -2% | 24k | 72.37 |
|
Strategy Day Hagan Ned (SSFI) | 0.2 | $1.7M | +683% | 83k | 20.71 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.7M | -10% | 55k | 31.01 |
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Intel Corporation (INTC) | 0.2 | $1.7M | -13% | 48k | 35.55 |
|
Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $1.7M | -5% | 36k | 47.18 |
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Lpl Financial Holdings (LPLA) | 0.2 | $1.7M | -12% | 7.0k | 237.66 |
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American Express Company (AXP) | 0.2 | $1.7M | -38% | 11k | 149.19 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $1.7M | -3% | 20k | 82.52 |
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Lululemon Athletica (LULU) | 0.2 | $1.7M | +47% | 4.3k | 385.60 |
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Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.6M | +58% | 25k | 65.76 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | +12% | 3.2k | 509.88 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.6M | NEW | 48k | 33.17 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $1.6M | +6% | 104k | 14.95 |
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PPG Industries (PPG) | 0.2 | $1.5M | +3% | 12k | 129.80 |
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Linde SHS (LIN) | 0.2 | $1.5M | -16% | 4.1k | 372.32 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $1.5M | 36k | 41.93 |
|
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Pfizer (PFE) | 0.2 | $1.5M | -6% | 45k | 33.17 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $1.5M | -19% | 13k | 110.47 |
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $1.5M | -6% | 21k | 69.14 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.5M | -9% | 49k | 30.15 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.5M | +108% | 22k | 67.72 |
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ON Semiconductor (ON) | 0.2 | $1.5M | +4% | 16k | 92.95 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.4M | 20k | 73.27 |
|
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Danaher Corporation (DHR) | 0.2 | $1.4M | +40% | 5.8k | 248.10 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.4M | +8% | 4.2k | 347.72 |
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Qualcomm (QCOM) | 0.2 | $1.4M | 13k | 111.06 |
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Horizon Technology Fin (HRZN) | 0.2 | $1.4M | -10% | 122k | 11.88 |
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.2 | $1.4M | -17% | 103k | 14.06 |
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Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.4M | -11% | 40k | 34.99 |
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Booking Holdings (BKNG) | 0.2 | $1.4M | -48% | 448.00 | 3084.24 |
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Tyson Foods Cl A (TSN) | 0.2 | $1.4M | -16% | 27k | 50.49 |
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Copart (CPRT) | 0.2 | $1.4M | +178% | 32k | 43.09 |
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $1.4M | 29k | 47.99 |
|
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Visa Com Cl A (V) | 0.2 | $1.4M | +18% | 5.9k | 230.02 |
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Abbvie (ABBV) | 0.2 | $1.4M | 9.1k | 149.06 |
|
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Helmerich & Payne (HP) | 0.2 | $1.3M | -18% | 32k | 42.16 |
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Omni (OMC) | 0.2 | $1.3M | -13% | 18k | 74.48 |
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Palo Alto Networks (PANW) | 0.2 | $1.3M | +31% | 5.6k | 234.45 |
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Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.2 | $1.3M | 52k | 25.29 |
|
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Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.2 | $1.3M | 78k | 16.69 |
|
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International Business Machines (IBM) | 0.2 | $1.3M | -9% | 9.3k | 140.30 |
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Cme (CME) | 0.2 | $1.3M | -11% | 6.5k | 200.23 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $1.3M | +9% | 33k | 38.93 |
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Cadence Design Systems (CDNS) | 0.2 | $1.3M | +10% | 5.5k | 234.30 |
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Quanta Services (PWR) | 0.2 | $1.3M | -17% | 6.9k | 187.08 |
|
GSK Sponsored Adr (GSK) | 0.2 | $1.3M | -14% | 35k | 36.25 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $1.3M | -37% | 14k | 90.40 |
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Aon Shs Cl A (AON) | 0.2 | $1.3M | -42% | 3.9k | 324.20 |
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Gilead Sciences (GILD) | 0.2 | $1.3M | -10% | 17k | 74.94 |
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Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $1.3M | -4% | 18k | 69.86 |
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Pinnacle West Capital Corporation (PNW) | 0.2 | $1.3M | -13% | 17k | 73.68 |
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Oracle Corporation (ORCL) | 0.2 | $1.3M | +24% | 12k | 105.92 |
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Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.2 | $1.2M | -17% | 17k | 74.75 |
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Interpublic Group of Companies (IPG) | 0.2 | $1.2M | -20% | 43k | 28.66 |
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Consolidated Edison (ED) | 0.1 | $1.2M | -15% | 14k | 85.53 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | -8% | 1.5k | 822.74 |
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Ralph Lauren Corp Cl A (RL) | 0.1 | $1.2M | -15% | 10k | 116.09 |
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Equity Residential Sh Ben Int (EQR) | 0.1 | $1.2M | -15% | 21k | 58.71 |
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Carrier Global Corporation (CARR) | 0.1 | $1.2M | -55% | 22k | 55.20 |
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Stanley Black & Decker (SWK) | 0.1 | $1.2M | -15% | 14k | 83.58 |
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Relx Sponsored Adr (RELX) | 0.1 | $1.2M | -20% | 35k | 33.70 |
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Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.2M | -25% | 9.7k | 122.30 |
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Imperial Oil Com New (IMO) | 0.1 | $1.2M | +261% | 19k | 61.63 |
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AFLAC Incorporated (AFL) | 0.1 | $1.2M | +25% | 15k | 76.75 |
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Home Depot (HD) | 0.1 | $1.2M | +32% | 3.9k | 302.16 |
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $1.2M | -27% | 78k | 14.99 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | +5% | 8.8k | 131.84 |
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American States Water Company (AWR) | 0.1 | $1.2M | -6% | 15k | 78.68 |
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Icon SHS (ICLR) | 0.1 | $1.2M | -27% | 4.7k | 246.25 |
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Verisk Analytics (VRSK) | 0.1 | $1.2M | -53% | 4.9k | 236.25 |
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Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.1M | -19% | 14k | 82.41 |
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California Water Service (CWT) | 0.1 | $1.1M | -2% | 24k | 47.31 |
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Evergy (EVRG) | 0.1 | $1.1M | -14% | 22k | 50.70 |
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Regency Centers Corporation (REG) | 0.1 | $1.1M | -15% | 19k | 59.44 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.1M | NEW | 11k | 101.38 |
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SJW (SJW) | 0.1 | $1.1M | 18k | 60.11 |
|
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Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $1.1M | -49% | 19k | 59.35 |
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Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $1.1M | 25k | 44.19 |
|
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Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.1M | -3% | 8.2k | 133.27 |
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Verisign (VRSN) | 0.1 | $1.1M | -44% | 5.3k | 202.52 |
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Intuit (INTU) | 0.1 | $1.1M | +65% | 2.1k | 510.87 |
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Wal-Mart Stores (WMT) | 0.1 | $1.1M | +30% | 6.6k | 159.92 |
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.1M | -24% | 124k | 8.49 |
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General Dynamics Corporation (GD) | 0.1 | $1.1M | -44% | 4.8k | 220.97 |
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Best Buy (BBY) | 0.1 | $1.1M | -15% | 15k | 69.47 |
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Realty Income (O) | 0.1 | $1.1M | -13% | 21k | 49.94 |
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Amdocs SHS (DOX) | 0.1 | $1.1M | 12k | 84.49 |
|
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $1.0M | -7% | 16k | 66.66 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $1.0M | -6% | 51k | 20.34 |
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Marsh & McLennan Companies (MMC) | 0.1 | $1.0M | +19% | 5.4k | 190.29 |
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McDonald's Corporation (MCD) | 0.1 | $1.0M | +8% | 3.9k | 263.41 |
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Broadcom (AVGO) | 0.1 | $1.0M | -9% | 1.2k | 830.66 |
|
Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $1.0M | -12% | 31k | 32.90 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.0M | +7% | 2.6k | 392.70 |
|
Sanofi Sponsored Adr (SNY) | 0.1 | $1.0M | NEW | 19k | 53.64 |
|
Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.1 | $1.0M | +138% | 107k | 9.46 |
|
Evertec (EVTC) | 0.1 | $1.0M | +315% | 27k | 37.18 |
|
Sl Green Realty Corp (SLG) | 0.1 | $1.0M | -6% | 27k | 37.30 |
|
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $999k | 18k | 55.51 |
|
|
Raytheon Technologies Corp (RTX) | 0.1 | $999k | -42% | 14k | 71.97 |
|
Ishares Tr Faln Angls Usd (FALN) | 0.1 | $991k | -43% | 40k | 24.80 |
|
salesforce (CRM) | 0.1 | $989k | -11% | 4.9k | 202.80 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $985k | -27% | 13k | 75.17 |
|
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.1 | $983k | -26% | 32k | 30.39 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $976k | -37% | 6.5k | 151.35 |
|
Lam Research Corporation (LRCX) | 0.1 | $975k | -4% | 1.6k | 626.72 |
|
Quest Diagnostics Incorporated (DGX) | 0.1 | $970k | 8.0k | 121.85 |
|
|
Target Corporation (TGT) | 0.1 | $964k | -12% | 8.7k | 110.57 |
|
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $962k | NEW | 35k | 27.40 |
|
Flex Ord (FLEX) | 0.1 | $960k | -12% | 36k | 26.98 |
|
Dick's Sporting Goods (DKS) | 0.1 | $959k | +9% | 8.8k | 108.59 |
|
Molina Healthcare (MOH) | 0.1 | $946k | -2% | 2.9k | 327.92 |
|
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.1 | $941k | -10% | 39k | 23.94 |
|
Darden Restaurants (DRI) | 0.1 | $930k | -6% | 6.5k | 143.22 |
|
Jabil Circuit (JBL) | 0.1 | $924k | -8% | 7.3k | 126.89 |
|
Shell Spon Ads (SHEL) | 0.1 | $923k | -19% | 14k | 64.38 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $922k | -31% | 11k | 80.97 |
|
Frontline (FRO) | 0.1 | $920k | NEW | 49k | 18.78 |
|
Vanguard World Fds Materials Etf (VAW) | 0.1 | $918k | -41% | 5.3k | 172.51 |
|
Halliburton Company (HAL) | 0.1 | $917k | +95% | 23k | 40.50 |
|
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.1 | $914k | -22% | 18k | 50.69 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $912k | +37% | 12k | 78.55 |
|
CRH Ord (CRH) | 0.1 | $909k | NEW | 17k | 54.73 |
|
Paccar (PCAR) | 0.1 | $906k | 11k | 85.02 |
|
|
AmerisourceBergen (COR) | 0.1 | $896k | -10% | 5.0k | 179.98 |
|
L3harris Technologies (LHX) | 0.1 | $895k | -44% | 5.1k | 174.13 |
|
Tim S A Sponsored Adr (TIMB) | 0.1 | $894k | NEW | 60k | 14.90 |
|
Caterpillar (CAT) | 0.1 | $885k | +27% | 3.2k | 272.98 |
|
Baidu Spon Adr Rep A (BIDU) | 0.1 | $882k | -4% | 6.6k | 134.36 |
|
IDEXX Laboratories (IDXX) | 0.1 | $880k | +2% | 2.0k | 437.17 |
|
ConocoPhillips (COP) | 0.1 | $875k | -29% | 7.3k | 119.80 |
|
Advanced Micro Devices (AMD) | 0.1 | $868k | +90% | 8.4k | 102.83 |
|
Torm Shs Cl A (TRMD) | 0.1 | $863k | NEW | 31k | 27.52 |
|
Netflix (NFLX) | 0.1 | $860k | +22% | 2.3k | 377.62 |
|
Suzano S A Spon Ads (SUZ) | 0.1 | $857k | +696% | 80k | 10.75 |
|
Prologis (PLD) | 0.1 | $856k | 7.6k | 112.21 |
|
|
BlackRock (BLK) | 0.1 | $854k | -19% | 1.3k | 646.30 |
|
Moderna (MRNA) | 0.1 | $853k | -10% | 8.3k | 103.30 |
|
American Electric Power Company (AEP) | 0.1 | $849k | +17% | 11k | 75.22 |
|
Novartis Sponsored Adr (NVS) | 0.1 | $846k | -16% | 8.3k | 101.86 |
|
Stellantis SHS (STLA) | 0.1 | $846k | NEW | 44k | 19.13 |
|
Constellium Se Cl A Shs (CSTM) | 0.1 | $845k | -15% | 46k | 18.20 |
|
McKesson Corporation (MCK) | 0.1 | $840k | -16% | 1.9k | 434.75 |
|
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.1 | $834k | NEW | 20k | 42.08 |
|
Past Filings by Freedom Investment Management
SEC 13F filings are viewable for Freedom Investment Management going back to 2012
- 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
- Eqis Capital Management 2019 Q4 filed Jan. 24, 2020