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Financial Freedom

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

Top 5 stock holdings are QQQ, VCIT, VGT, VCR, SMH, and represent 27.49% of Financial Freedom's stock portfolio.
Added to shares of these 10 stocks: XLE, XLY, VFMO, FBND, DTCR, VCIT, QTUM, XLK, SIXG, ISCF.
Started 9 new stock positions in SOLS, FSSL, VTWG, AVEM, AKRE, FREL, PSIX, CGDV, TTE.
Reduced shares in these 10 stocks: GD, XLF, IWY, VDE, QQQ, VFH, VCR, PG, XLV, WTW.
Sold out of its positions in AMAT, ABR, BAC.PL, CAG, COP, CTVA, DD, EOS, FELV, GD.
Financial Freedom was a net buyer of stock by $2.9M.
Financial Freedom has $202M in assets under management (AUM), dropping by 0.36%.
Central Index Key (CIK): 0001965484

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Portfolio Holdings for Financial Freedom

Financial Freedom holds 340 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	7.6	$15M	-2%	25k	614.31	View chart
Vanguard Scottsdale Funds Vanguard Inter-term Corp Bd Etf Int-term Corp (VCIT)	7.3	$15M	+4%	177k	83.75	View chart
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	5.6	$11M		15k	753.76	View chart
Vanguard World Fd Consum Dis Etf Consum Dis Etf (VCR)	3.6	$7.2M	-3%	18k	393.93	View chart
Vaneck Etf Trust Semiconductr Etf Semiconductr Etf (SMH)	3.4	$6.9M	-2%	19k	360.14	View chart
Vanguard World Fd Financials Etf Financials Etf (VFH)	3.2	$6.5M	-4%	49k	133.49	View chart
Ishares Tr Msci Intl Moment Msci Intl Moment (IMTM)	3.1	$6.3M		132k	47.97	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	3.0	$6.0M	-4%	39k	154.80	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	2.9	$5.8M	+67%	130k	44.71	View chart
Procter & Gamble Company (PG)	2.8	$5.6M	-4%	39k	143.31	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	2.7	$5.4M		27k	199.68	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	2.1	$4.1M		16k	257.95	View chart
Ishares Tr Rus Tp200 Gr Etf Rus Tp200 Gr Etf (IWY)	2.0	$4.1M	-11%	15k	276.93	View chart
Vanguard Wellington Fd Us Momentum Factor Us Momentum (VFMO)	1.7	$3.5M	+33%	18k	191.25	View chart
Ishares Tr Expnd Tec Sc Etf Expnd Tec Sc Etf (IGM)	1.7	$3.5M	+3%	27k	129.16	View chart
Global X Fds Data Ctr &digit Data Ctr &digit (DTCR)	1.7	$3.5M	+28%	164k	21.10	View chart
Invesco Exchange Traded Fd Tr S&p Smlcp Moment S&p Smlcp Moment (XSMO)	1.7	$3.3M	+6%	46k	72.01	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	1.5	$3.0M		10k	290.22	View chart
Apple (AAPL)	1.4	$2.9M	-4%	11k	271.87	View chart
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	1.4	$2.8M	-18%	52k	54.77	View chart
Vanguard World Fd Health Car Etf Health Car Etf (VHT)	1.3	$2.7M	+2%	9.4k	287.85	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	1.3	$2.7M	-6%	13k	211.80	View chart
Vanguard World Fd Energy Etf Energy Etf (VDE)	1.3	$2.6M	-12%	21k	125.92	View chart
Microsoft Corporation (MSFT)	1.3	$2.6M	-2%	5.3k	483.60	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	1.2	$2.5M		25k	99.88	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	1.2	$2.4M	+100%	20k	119.41	View chart
Etf Ser Solutions Defiance Connect Defiance Connect (SIXG)	1.2	$2.3M	+19%	37k	63.84	View chart
Etf Ser Solutions Defiance Quant Defiance Quantum (QTUM)	1.2	$2.3M	+29%	21k	109.66	View chart
Vanguard Mega Cap Index Fund Mega Cap Index (MGC)	1.1	$2.3M	-7%	9.1k	251.16	View chart
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP)	1.0	$1.9M	+5%	73k	26.49	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.8	$1.6M	-6%	12k	136.94	View chart
Ishares International Small Cap Equity Factor Etf International Sl (ISCF)	0.8	$1.6M	+27%	39k	41.48	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.7	$1.5M		4.4k	335.29	View chart
NVIDIA Corporation (NVDA)	0.7	$1.5M	-4%	7.9k	186.50	View chart
Global X Fds Us Infr Dev Etf Us Infr Dev Etf (PAVE)	0.7	$1.4M	-3%	30k	47.79	View chart
McDonald's Corporation (MCD)	0.7	$1.4M	-2%	4.7k	305.64	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.7	$1.4M		25k	53.76	View chart
Pimco Investment Grade Corporate Bond Index Etf Inv Grd Crp Bd (CORP)	0.7	$1.3M		14k	97.85	View chart
Fidelity Total Bond Etf Total Bd Etf (FBND)	0.6	$1.3M	+166%	28k	46.04	View chart
Spdr Index Shs Fds S&p North Amer S&p North Amer (NANR)	0.6	$1.3M		19k	67.83	View chart
Spdr Series Trust State Street Russell 1000 Low Volatility Focus Etf State Street Spd (ONEV)	0.6	$1.2M		8.7k	133.18	View chart
Ishares Us Financials Etf U.s. Finls Etf (IYF)	0.6	$1.1M	-10%	8.7k	128.94	View chart
Johnson & Johnson (JNJ)	0.5	$1.1M		5.1k	206.95	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.5	$1.0M		1.7k	627.13	View chart
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC)	0.5	$984k		4.4k	224.66	View chart
JPMorgan Chase & Co. (JPM)	0.5	$944k		2.9k	322.23	View chart
Invesco Exchange Traded Fd Tr S&p Mdcp Momntum S&p Mdcp Momntum (XMMO)	0.5	$934k	+6%	6.7k	138.46	View chart
Vaneck Etf Trust Pharmaceutcl Etf Pharmaceutcl Etf (PPH)	0.5	$927k		9.0k	103.17	View chart
Exxon Mobil Corporation (XOM)	0.5	$924k		7.7k	120.34	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.4	$890k	+88%	6.2k	143.98	View chart
Ishares Global 100 Etf Global 100 Etf (IOO)	0.4	$798k		6.3k	126.67	View chart
Ishares Inc Emng Mkts Eqt Emng Mkts Eqt (EMGF)	0.4	$761k	-7%	13k	57.85	View chart
Vanguard World Fd Industrial Etf Industrial Etf (VIS)	0.4	$756k		2.5k	298.36	View chart
Ishares Tr Mrgstr Md Cp Grw MRGSTR MD CP GRW (IMCG)	0.4	$742k	-5%	9.3k	79.84	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Utl S&p500 Eql Utl (RSPU)	0.4	$716k		9.6k	74.78	View chart
Fidelity Msci Energy Index Etf Msci Energy Idx (FENY)	0.3	$703k		28k	24.77	View chart
Eli Lilly & Co. (LLY)	0.3	$667k		620.00	1075.42	View chart
Vanguard Small-cap Growth Index Fund Sml Cp Grw Etf (VBK)	0.3	$566k		1.9k	302.06	View chart
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK)	0.3	$564k	-2%	1.4k	412.79	View chart
Fidelity Msci Finls Index Etf Msci Finls Idx (FNCL)	0.3	$562k		7.2k	77.74	View chart
Listed Fd Tr Roundhill Magnif Roundhill Magnif (MAGS)	0.3	$540k		8.2k	65.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.3	$529k	-5%	11k	50.29	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.3	$524k		3.5k	148.67	View chart
Vanguard Mid-cap Growth Index Fund Mcap Gr Idxvip (VOT)	0.3	$508k		1.8k	279.07	View chart
Exchange Traded Concepts Tr Robo Global Robotics And Automation Index Etf Robo Glb Etf (ROBO)	0.2	$485k		7.0k	69.31	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	0.2	$461k	+61%	2.6k	177.34	View chart
Wal-Mart Stores (WMT)	0.2	$450k		4.0k	111.41	View chart
Vanguard World Fd Materials Etf Materials Etf (VAW)	0.2	$446k	-6%	2.1k	207.58	View chart
Amazon (AMZN)	0.2	$435k	-9%	1.9k	230.88	View chart
Lowe's Companies (LOW)	0.2	$430k		1.8k	241.15	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.2	$425k		1.1k	396.31	View chart
Global X Fds Artificial Etf Artificial Etf (AIQ)	0.2	$420k		8.3k	50.86	View chart
Spdr Series Trust State Street S&p Homebuilders Etf State Street Spd (XHB)	0.2	$412k		4.0k	102.97	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.2	$377k		3.1k	120.19	View chart
Meta Platforms Inc Class A Cl A (META)	0.2	$376k	-15%	569.00	660.67	View chart
Vanguard Admiral Fds Inc S&p Smallcap 600 Index Fd Etf Smllcp 600 Idx (VIOO)	0.2	$372k	-10%	3.4k	110.96	View chart
Schwab Fundamental Em L/c Fundamental Emer (FNDE)	0.2	$357k	+31%	9.9k	36.06	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.2	$355k		728.00	488.18	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.2	$355k	+16%	707.00	502.65	View chart
Cisco Systems (CSCO)	0.2	$324k		4.2k	77.02	View chart
Walt Disney Company (DIS)	0.2	$320k		2.8k	113.76	View chart
Vanguard World Fd Utilities Etf Utilities Etf (VPU)	0.2	$313k		1.7k	185.04	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.2	$306k		3.5k	88.49	View chart
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)	0.1	$295k	+5%	3.9k	75.45	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$295k	+95%	431.00	684.19	View chart
Merck & Co (MRK)	0.1	$290k		2.8k	105.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$273k		1.5k	183.36	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.1	$272k		1.8k	155.08	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.1	$265k		3.9k	67.22	View chart
International Business Machines (IBM)	0.1	$261k	-9%	881.00	296.07	View chart
Oracle Corporation (ORCL)	0.1	$256k	-31%	1.3k	194.94	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.1	$255k		1.8k	143.53	View chart
Spdr Series Trust State Street Russell 1000 Yield Focus Etf State Street Spd (ONEY)	0.1	$250k		2.2k	113.54	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$246k	-18%	785.00	313.65	View chart
Qualcomm (QCOM)	0.1	$241k		1.4k	171.04	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm S&p 500 Momntm (SPMO)	0.1	$233k	+19%	2.0k	119.32	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$231k		737.00	313.15	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.1	$230k		1.9k	121.78	View chart
Willis Towers Watson Plc Com Usd0.000304635 SHS (WTW)	0.1	$230k	-50%	699.00	328.43	View chart
FedEx Corporation (FDX)	0.1	$225k		780.00	288.90	View chart
Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Vng Rus2000grw (VTWG)	0.1	$222k	NEW	941.00	235.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$210k		1.2k	173.54	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$210k		2.0k	107.11	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.1	$209k		306.00	682.46	View chart
Caterpillar (CAT)	0.1	$192k	-18%	335.00	573.24	View chart
Global X Fds Autonmous Ev Etf Autonmous Ev Etf (DRIV)	0.1	$190k	-26%	6.4k	29.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$187k		386.00	484.25	View chart
Fidelity Msci Real Estate Index Etf Msci Rl Est Etf (FREL)	0.1	$187k	NEW	6.9k	26.89	View chart
Aon Plc Shs Cl A Com Usd0.01 Shs Cl A (AON)	0.1	$174k		492.00	352.66	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.1	$173k		1.6k	105.69	View chart
Vanguard Intl Equity Index Fds Ftse Europe Etf Ftse Europe Etf (VGK)	0.1	$169k		2.0k	83.61	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.1	$168k		1.2k	141.22	View chart
American Express Company (AXP)	0.1	$163k		440.00	369.95	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.1	$158k	-5%	828.00	190.94	View chart
Howmet Aerospace (HWM)	0.1	$152k		743.00	204.98	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	0.1	$148k		1.5k	96.29	View chart
UnitedHealth (UNH)	0.1	$145k		440.00	330.33	View chart
Vanguard S&p Small-cap 600 V Smlcp 600 Val (VIOV)	0.1	$143k		1.5k	97.79	View chart
Pepsi (PEP)	0.1	$138k		961.00	143.50	View chart
Travelers Companies (TRV)	0.1	$135k		465.00	289.98	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.1	$133k		412.00	322.74	View chart
Chevron Corporation (CVX)	0.1	$129k	-4%	849.00	152.39	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.1	$128k		1.8k	71.45	View chart
Spdr Series Trust State Street Portfolio S&p 400 Mid Cap Etf State Street Spd (SPMD)	0.1	$128k	-42%	2.2k	57.90	View chart
Ishares Tr Us Hlthcr Pr Etf Us Hlthcr Pr Etf (IHF)	0.1	$122k		2.5k	47.94	View chart
Bausch Health Companies (BHC)	0.1	$121k		17k	6.95	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.1	$121k		1.3k	96.27	View chart
Coinbase Global, Inc. Class A Com Cl A (COIN)	0.1	$119k		527.00	226.14	View chart
Intel Corporation (INTC)	0.1	$116k		3.2k	36.90	View chart
Ge Aerospace Com New (GE)	0.1	$114k		371.00	308.32	View chart
Wells Fargo & Company (WFC)	0.1	$114k		1.2k	93.18	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.1	$111k		1.2k	95.18	View chart
Lam Research Corp Com New (LRCX)	0.1	$110k		640.00	171.13	View chart
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$108k		977.00	110.22	View chart
Ishares Us Financial Services Etf U.s. Fin Svc Etf (IYG)	0.1	$106k		1.1k	92.22	View chart
Amplify Tr Cybersecurity Etf Amplify Cybersec (HACK)	0.1	$105k		1.3k	80.40	View chart
Pfizer (PFE)	0.1	$102k		4.1k	24.90	View chart
American Electric Power Company (AEP)	0.0	$98k		846.00	115.30	View chart
Agilent Technologies Inc C ommon (A)	0.0	$96k		705.00	136.13	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.0	$93k		1.3k	73.59	View chart
Keysight Technologies (KEYS)	0.0	$93k		459.00	203.19	View chart
Vanguard World Fd Consum Stp Etf Consum Stp Etf (VDC)	0.0	$93k		439.00	211.43	View chart
Schwab Strategic Tr Fundamental Intl Fundamental Intl (FNDC)	0.0	$92k	+3%	2.1k	44.54	View chart
Ishares U S Etf Tr U.s. Tech Indepd U.s. Tech Indepd (IETC)	0.0	$90k		882.00	101.63	View chart
Capital Group Dividend Value Etf Shs Creation Uni (CGDV)	0.0	$88k	NEW	2.0k	43.64	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.0	$87k		183.00	473.30	View chart
Coca-Cola Company (KO)	0.0	$87k		1.2k	69.89	View chart
Fidelity Enhanced International Etf Enhanced Intl (FENI)	0.0	$86k		2.3k	36.59	View chart
Manulife Finl Corp (MFC)	0.0	$84k		2.3k	36.28	View chart
Select Sector Spdr Trust State Street Real Estate Select Sector Spdr Etf State Street Rea (XLRE)	0.0	$83k		2.0k	40.34	View chart
Home Depot (HD)	0.0	$82k		239.00	343.52	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.0	$77k		434.00	177.75	View chart
Bank of America Corporation (BAC)	0.0	$77k		1.4k	55.01	View chart
Amgen (AMGN)	0.0	$76k		232.00	327.88	View chart
Vaneck Etf Trust Uranium And Nucl Uranium And Nucl (NLR)	0.0	$76k	+23%	609.00	124.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.0	$72k		974.00	74.06	View chart
Wisdomtree Tr Us Midcap Fund Us Midcap Fund (EZM)	0.0	$71k		1.1k	66.80	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.0	$71k		875.00	81.17	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.0	$63k		1.0k	62.45	View chart
Enterprise Products Partners (EPD)	0.0	$63k		2.0k	32.06	View chart
Global X Fds Global X Uranium Global X Uranium (URA)	0.0	$62k		1.4k	42.73	View chart
Fortinet (FTNT)	0.0	$60k		760.00	79.41	View chart
Invesco Exchange Traded Fd Tr Nasdaq Internt Nasdaq Internt (PNQI)	0.0	$59k		1.1k	53.95	View chart
Simon Property (SPG)	0.0	$59k		316.00	185.38	View chart
Ge Vernova (GEV)	0.0	$58k		89.00	654.96	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.0	$56k		98.00	570.22	View chart
Professionally Managed Portfolios Akre Focus Etf Akre Focus Etf (AKRE)	0.0	$55k	NEW	833.00	65.51	View chart
Hewlett Packard Enterprise (HPE)	0.0	$53k		2.2k	24.02	View chart
Avantis Emerging Markets Equity Etf Avantis Emgmkt (AVEM)	0.0	$50k	NEW	655.00	77.02	View chart
Netflix (NFLX)	0.0	$49k	+900%	520.00	93.76	View chart
Totalenergies Se Eur2.5 Act (TTE)	0.0	$47k	NEW	718.00	65.42	View chart
Invesco Exchange Traded Fd Tr Aerospace Defn Aerospace Defn (PPA)	0.0	$46k		296.00	156.39	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$45k		473.00	96.03	View chart
Fidelity Enhanced Mid Cap Etf Enhanced Mid (FMDE)	0.0	$44k	-19%	1.2k	36.39	View chart
Smucker J M Com New (SJM)	0.0	$43k		443.00	97.84	View chart
Invesco Exchange Traded Fd Tr Pharmaceuticals Pharmaceuticals (PJP)	0.0	$40k		387.00	104.45	View chart
Global X Fds Rbtcs Artfl Inte Rbtcs Artfl Inte (BOTZ)	0.0	$40k		1.1k	36.22	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$40k		2.4k	16.49	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.0	$38k		288.00	131.74	View chart
Kinder Morgan (KMI)	0.0	$37k		1.4k	27.48	View chart
Flagstar Bank, National Association Com New (FLG)	0.0	$37k		2.9k	12.59	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol S&p500 Hdl Vol (SPHD)	0.0	$36k		758.00	47.98	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$36k		504.00	70.92	View chart
Blackrock (BLK)	0.0	$35k		33.00	1068.91	View chart
America Movil Sab De Cv Spon Ads Each Rep 20 Ser B Shares Spon Ads Rp Cl B (AMX)	0.0	$35k		1.7k	20.67	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$35k		248.00	141.15	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.0	$35k		159.00	220.15	View chart
Brookfield Renewable Partners Partnership Unit Partnership Unit (BEP)	0.0	$34k		1.3k	26.97	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.0	$32k		576.00	54.74	View chart
L3harris Technologies (LHX)	0.0	$31k		106.00	293.57	View chart
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.0	$30k		525.00	56.99	View chart
Alliant Energy Corporation (LNT)	0.0	$29k		451.00	65.01	View chart
Cerence (CRNC)	0.0	$29k		2.7k	10.69	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$29k	+2%	1.2k	24.03	View chart
Adobe Systems Incorporated (ADBE)	0.0	$29k		82.00	349.99	View chart
Paypal Holdings (PYPL)	0.0	$28k		473.00	58.44	View chart
Invesco Exchange Traded Fd Tr S&p Mdcp Quality S&p Mdcp Quality (XMHQ)	0.0	$27k	-88%	267.00	102.30	View chart
Dell Technologies Inc Cl C CL C (DELL)	0.0	$27k		213.00	125.86	View chart
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN)	0.0	$26k		1.6k	16.43	View chart
Altria (MO)	0.0	$26k		454.00	57.67	View chart
Tesla Motors (TSLA)	0.0	$26k		58.00	449.72	View chart
Wisdomtree Tr Intl Equity Intl Equity Fd (DWM)	0.0	$26k		378.00	68.76	View chart
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT)	0.0	$26k		505.00	50.87	View chart
Waste Management (WM)	0.0	$26k	-65%	117.00	219.14	View chart
Spdr Series Trust State Street S&p Aerospace & Defense Etf State Street Spd (XAR)	0.0	$25k		105.00	242.32	View chart
Abbvie (ABBV)	0.0	$25k		111.00	228.07	View chart
Philip Morris International (PM)	0.0	$25k		155.00	160.87	View chart
Spdr Series Trust State Street Portfolio Intermediate Term Corporate Bond Etf State Street Spd (SPIB)	0.0	$25k		724.00	33.80	View chart
Spinnaker Etf Series Select Stoxx Europe Aerospace Defnse Etf Select Stoxx Eur (EUAD)	0.0	$24k		579.00	42.13	View chart
Ishares Msci Austria Etf Msci Austria Etf (EWO)	0.0	$24k		683.00	35.49	View chart
Bio-techne Corporation (TECH)	0.0	$24k		406.00	58.77	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Fd Etf Shrt Trm Corp Bd (VCSH)	0.0	$24k	-35%	297.00	79.63	View chart
Visa Com Cl A (V)	0.0	$24k		67.00	350.72	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.0	$23k		50.00	468.76	View chart
3M Company (MMM)	0.0	$23k	-34%	145.00	160.03	View chart
Spdr Series Trust State Street S&p Dividend Etf State Street Spd (SDY)	0.0	$23k		165.00	139.35	View chart
Rio Tinto Adr Each Rep 1 Ord Sponsored Adr (RIO)	0.0	$23k		284.00	79.98	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.0	$23k		192.00	117.18	View chart
Pacira Pharmaceuticals (PCRX)	0.0	$22k		867.00	25.88	View chart
Ameriprise Financial (AMP)	0.0	$22k		45.00	490.33	View chart
Garmin Ltd Com Chf10.00 SHS (GRMN)	0.0	$22k		109.00	202.16	View chart
Bristol Myers Squibb (BMY)	0.0	$22k		407.00	53.93	View chart
Viatris (VTRS)	0.0	$22k		1.7k	12.45	View chart
T. Rowe Price (TROW)	0.0	$21k		200.00	102.38	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$20k		366.00	53.84	View chart
MetLife (MET)	0.0	$20k		248.00	78.90	View chart
eBay (EBAY)	0.0	$20k		225.00	86.93	View chart
Hp (HPQ)	0.0	$19k		872.00	22.29	View chart
Vanguard Charlotte Fds Total Intl Bd Etf Total Int Bd Etf (BNDX)	0.0	$19k	+2%	397.00	48.35	View chart
Comcast Corp Cl A (CMCSA)	0.0	$19k	-38%	639.00	29.90	View chart
Nxp Semiconductors N V (NXPI)	0.0	$19k		87.00	215.98	View chart
Global X Lithium And Battery Tech Etf Lithium Btry Etf (LIT)	0.0	$19k		287.00	64.93	View chart
Verisk Analytics (VRSK)	0.0	$18k		82.00	223.70	View chart
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB)	0.0	$18k		344.00	52.81	View chart
Strategy Inc Common Stock Class A Cl A New (MSTR)	0.0	$18k		115.00	151.95	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	0.0	$17k		121.00	141.16	View chart
Ishares Tr Ishares Biotech Ishares Biotech (IBB)	0.0	$17k		101.00	168.08	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$17k		201.00	81.97	View chart
Bank of New York Mellon Corporation (BK)	0.0	$16k		140.00	116.09	View chart
St. Joe Company (JOE)	0.0	$16k		268.00	59.46	View chart
Caretrust Reit (CTRE)	0.0	$15k		427.00	36.13	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA)	0.0	$15k	+2%	847.00	17.96	View chart
Shell Plc Spon Ads Ea Rep 2 Ord Spon Ads (SHEL)	0.0	$15k		206.00	73.42	View chart
Symbotic Inc Class A Class A Com (SYM)	0.0	$15k		254.00	59.50	View chart
Costco Wholesale Corporation (COST)	0.0	$15k		17.00	881.76	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.0	$15k		174.00	84.53	View chart
Nike Inc Class B CL B (NKE)	0.0	$14k		218.00	63.85	View chart
Fidelity National Information Services (FIS)	0.0	$14k		208.00	66.41	View chart
Power Solutions International Com New (PSIX)	0.0	$13k	NEW	235.00	57.09	View chart
Citigroup Com New (C)	0.0	$13k		114.00	116.24	View chart
Spdr Dow Jones Global Real Estate Etf Dj Glb Rl Es Etf (RWO)	0.0	$13k		290.00	45.06	View chart
CVS Caremark Corporation (CVS)	0.0	$13k		160.00	79.46	View chart
Enbridge (ENB)	0.0	$13k		263.00	47.92	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$12k		125.00	99.19	View chart
Wisdomtree Tr Us Midcap Divid Us Midcap Divid (DON)	0.0	$12k		235.00	51.60	View chart
Brookfield Renewable Corp Cl A Exchangeable Sub Voting Shs Isin #ca11285b1085 Sedol #bsqlly3 Cl A Ex.. (BEPC)	0.0	$12k		304.00	38.33	View chart
Epam Systems (EPAM)	0.0	$11k		55.00	204.87	View chart
Proshares Ultra S&p500 Pshs Ult S&p 500 (SSO)	0.0	$11k	+100%	194.00	57.92	View chart
Norwegian Cruise Line Hldg SHS (NCLH)	0.0	$11k		500.00	22.32	View chart
American Tower Reit (AMT)	0.0	$11k		63.00	175.57	View chart
Nextera Energy (NEE)	0.0	$11k		137.00	80.29	View chart
At&t (T)	0.0	$11k	-31%	438.00	24.86	View chart
Spdr Series Trust State Street Portfolio S&p 600 Small Cap Etf State Street Spd (SPSM)	0.0	$11k		231.00	46.86	View chart
Target Corporation (TGT)	0.0	$11k		109.00	97.38	View chart
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI)	0.0	$10k		166.00	62.15	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$10k		387.00	26.25	View chart
Nasdaq Omx (NDAQ)	0.0	$10k		103.00	97.03	View chart
Listed Fd Tr Horizon Kinetics Horizon Kinetics (INFL)	0.0	$9.5k		215.00	44.40	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Rel S&p500 Eql Rel (RSPR)	0.0	$9.5k		284.00	33.60	View chart
Zoetis Cl A (ZTS)	0.0	$9.3k		74.00	125.82	View chart
AFLAC Incorporated (AFL)	0.0	$9.2k		84.00	109.65	View chart
Barrick Mining Corporation Com Npv Isin #ca06849f1080 Sedol #bnm23q1 Com Shs (B)	0.0	$9.2k		210.00	43.60	View chart
Select Sector Spdr Trust State Street Consumer Staples Select Sector Spdr Etf State Street Con (XLP)	0.0	$9.2k		118.00	77.59	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.0	$9.1k	+2%	279.00	32.75	View chart
Verizon Communications (VZ)	0.0	$8.9k	-47%	220.00	40.67	View chart
Biogen Idec (BIIB)	0.0	$8.8k		50.00	176.00	View chart
Southern Company (SO)	0.0	$8.7k		100.00	87.20	View chart
Paycom Software (PAYC)	0.0	$8.3k		52.00	159.37	View chart
International Paper Company (IP)	0.0	$8.2k		207.00	39.38	View chart
Prudential Financial (PRU)	0.0	$7.6k		68.00	112.12	View chart
Pimco Income Strategy Fund (PFL)	0.0	$7.6k	+3%	902.00	8.43	View chart
Kroger (KR)	0.0	$7.2k		115.00	62.46	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$7.1k		29.00	245.83	View chart
Alcoa (AA)	0.0	$7.0k		131.00	53.15	View chart
Spdr Series Trust State Street S&p Regional Banking Etf State Street Spd (KRE)	0.0	$6.9k		107.00	64.93	View chart
Teva Pharmaceutical Industries Spon Ads Each Rep 1 Ord Sponsored Ads (TEVA)	0.0	$6.9k		220.00	31.21	View chart
Federal Rlty Invt Tr New Sh Ben Int Sh Ben Int New (FRT)	0.0	$6.7k		67.00	100.10	View chart
Starbucks Corporation (SBUX)	0.0	$6.6k		79.00	84.04	View chart
Crawford & Co Cl A (CRD.A)	0.0	$6.4k		571.00	11.25	View chart
Vanguard Whitehall Fds Intl High Etf Intl High Etf (VYMI)	0.0	$6.1k		68.00	89.41	View chart
Wells Fargo Co New Perp Pfd Cnv A Perp Pfd Cnv A (WFC.PL)	0.0	$6.1k		5.00	1212.00	View chart
Honeywell International (HON)	0.0	$5.9k		30.00	197.07	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO)	0.0	$5.8k		115.00	50.86	View chart
Slb Limited Trading Com Stk (SLB)	0.0	$5.6k	-25%	145.00	38.33	View chart
Crispr Therapeutics Ag Com Chf0.03 Namen Akt (CRSP)	0.0	$5.2k		100.00	52.44	View chart
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF)	0.0	$4.8k		154.00	31.04	View chart
Ishares Tr Morningstar Grwt Morningstar Grwt (ILCG)	0.0	$4.6k		44.00	104.05	View chart
Fidelity Nasdaq Composite Index Etf Nasdaq Compsit (ONEQ)	0.0	$4.4k		48.00	90.67	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.0	$4.3k		57.00	76.23	View chart
Dow (DOW)	0.0	$4.3k	-18%	183.00	23.40	View chart
Charter Communications Inc New Cl A Cl A (CHTR)	0.0	$4.2k		20.00	208.75	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.0	$3.9k		59.00	65.59	View chart
Fs Specialty Lending Fd Com Sh Ben Int Com Sh Ben Int (FSSL)	0.0	$3.7k	NEW	263.00	14.13	View chart
Motorola Solutions Com New (MSI)	0.0	$3.6k		9.00	397.56	View chart
Newell Rubbermaid (NWL)	0.0	$3.1k		847.00	3.72	View chart
Carrier Global Corporation (CARR)	0.0	$3.0k		57.00	52.72	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$2.9k	-32%	101.00	28.82	View chart
Wabtec Corporation (WAB)	0.0	$2.9k		14.00	206.14	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.7k	-34%	34.00	79.24	View chart
Ishares Tr Esg Msci Le Esg Msci Leadr (SUSL)	0.0	$2.5k		21.00	121.29	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.5k		28.00	88.25	View chart
Ishares Tr Us Infrastruc Us Infrastruc (IFRA)	0.0	$2.4k		46.00	52.74	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.0	$2.4k	+100%	56.00	42.70	View chart
Blackberry (BB)	0.0	$2.3k		600.00	3.79	View chart
On Hldng Ag Chf0.1 Class A Namen Akt A (ONON)	0.0	$2.2k		48.00	46.48	View chart
Upstart Hldgs (UPST)	0.0	$2.2k		50.00	43.74	View chart
BP Sponsored Adr (BP)	0.0	$1.9k		55.00	34.75	View chart
Spdr Series Trust State Street Portfolio S&p 500 High Dividend Etf State Street Spd (SPYD)	0.0	$1.9k	+2%	44.00	43.23	View chart
Reddit Inc Cl A Cl A (RDDT)	0.0	$1.6k		7.00	229.86	View chart
Snowflake Com Shs (SNOW)	0.0	$1.5k		7.00	219.43	View chart
Airbnb Inc Com Cl A Com Cl A (ABNB)	0.0	$1.4k		10.00	135.70	View chart
Brighthouse Finl (BHF)	0.0	$1.3k		20.00	64.80	View chart
Dxc Technology (DXC)	0.0	$1.2k		81.00	14.65	View chart
Nokia Oyj Adr Each Repr 1 Ord Sponsored Adr (NOK)	0.0	$1.1k		171.00	6.46	View chart
Global X Fds Us Cash Flow Kings 100 Etf Us Cash Flow (FLOW)	0.0	$1.1k	+3%	30.00	35.53	View chart
Ford Motor Company (F)	0.0	$918.001000		70.00	13.11	View chart
Realreal (REAL)	0.0	$867.999000		55.00	15.78	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$791.000000		16.00	49.44	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf Solar Etf (TAN)	0.0	$711.999400	-95%	14.00	50.86	View chart
Blackbaud (BLKB)	0.0	$640.000000		10.00	64.00	View chart
Sunrun (RUN)	0.0	$552.000000		30.00	18.40	View chart
Organon &co Common Stock (OGN)	0.0	$545.003600	-46%	76.00	7.17	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$532.999500		15.00	35.53	View chart
Novartis Sponsored Adr (NVS)	0.0	$452.000100		3.00	150.67	View chart
Coty Com Cl A (COTY)	0.0	$359.997300		117.00	3.08	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$339.999800	NEW	7.00	48.57	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$318.999600	-29%	12.00	26.58	View chart
Pinterest Inc Cl A Cl A (PINS)	0.0	$297.000000		11.00	27.00	View chart
Beyond Meat (BYND)	0.0	$103.005000		126.00	0.82	View chart
Resideo Technologies (REZI)	0.0	$35.000000		1.00	35.00	View chart

Past Filings by Financial Freedom

SEC 13F filings are viewable for Financial Freedom going back to 2022

Financial Freedom 2025 Q4 filed Feb. 17, 2026
Financial Freedom 2025 Q3 filed Nov. 13, 2025
Financial Freedom 2025 Q2 filed Aug. 13, 2025
Financial Freedom 2025 Q1 filed April 18, 2025
Financial Freedom 2024 Q4 filed Jan. 16, 2025
Financial Freedom 2024 Q3 filed Oct. 29, 2024
Financial Freedom 2024 Q2 filed July 23, 2024
Financial Freedom 2024 Q1 filed April 24, 2024
Financial Freedom 2023 Q4 filed Jan. 24, 2024
Financial Freedom 2023 Q3 filed Nov. 6, 2023
Financial Freedom 2023 Q2 filed July 28, 2023
Financial Freedom 2023 Q1 filed May 1, 2023
Financial Freedom 2022 Q4 filed Feb. 14, 2023

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