Financial Freedom

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

Tip: Access up to 7 years of quarterly data

Positions held by Financial Freedom consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Financial Freedom

Financial Freedom holds 426 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.6 $15M +3% 184k 82.75
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $14M 24k 577.18
 View chart
Vanguard World Inf Tech Etf (VGT) 5.2 $10M 15k 697.70
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 3.6 $7.3M 19k 383.41
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 3.6 $7.3M -8% 119k 61.26
 View chart
Vanguard World Consum Dis Etf (VCR) 3.3 $6.6M 18k 359.02
 View chart
Ishares Tr Msci Intl Moment (IMTM) 3.1 $6.3M 130k 48.02
 View chart
Procter & Gamble Company (PG) 2.8 $5.7M 39k 144.44
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 2.7 $5.4M -5% 37k 146.61
 View chart
Vanguard World Financials Etf (VFH) 2.4 $4.9M -17% 40k 120.81
 View chart
Ishares Tr U.s. Tech Etf (IYW) 2.4 $4.8M -2% 26k 181.42
 View chart
Global X Fds Data Ctr &digit (DTCR) 2.0 $4.0M +2% 167k 23.96
 View chart
Vanguard Wellington Us Momentum (VFMO) 1.9 $3.8M +4% 19k 197.10
 View chart
Vanguard Index Fds Small Cp Etf (VB) 1.9 $3.7M -11% 14k 261.92
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.7 $3.5M -5% 14k 248.85
 View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.7 $3.5M 46k 76.02
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 1.6 $3.3M +2% 28k 118.51
 View chart
Vanguard World Energy Etf (VDE) 1.5 $3.1M -14% 18k 173.04
 View chart
Ishares Tr International Sl (ISCF) 1.5 $3.0M +86% 72k 41.79
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $3.0M 10k 287.18
 View chart
Apple (AAPL) 1.3 $2.7M 11k 253.80
 View chart
Vanguard World Health Car Etf (VHT) 1.3 $2.6M 9.5k 272.34
 View chart
Etf Ser Solutions Defiance Connect (SIXG) 1.3 $2.5M 37k 68.17
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $2.4M -11% 11k 217.25
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.4M 25k 99.27
 View chart
Vanguard World Mega Cap Index (MGC) 1.2 $2.4M +10% 10k 236.35
 View chart
Etf Ser Solutions Defiance Quantum (QTUM) 1.2 $2.4M +3% 22k 107.30
 View chart
Select Sector Spdr Tr State Street Con (XLY) 1.0 $2.1M -4% 19k 108.98
 View chart
Microsoft Corporation (MSFT) 1.0 $2.0M +2% 5.4k 370.19
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $2.0M -22% 40k 49.37
 View chart
Ishares Tr U.s. Finls Etf (IYF) 1.0 $2.0M +90% 17k 117.66
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.9M 73k 26.61
 View chart
Spdr Index Shs Fds State Street Spd (NANR) 0.8 $1.6M +4% 19k 84.00
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $1.5M +20% 34k 45.62
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $1.5M 30k 50.81
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.5M 12k 128.12
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.5M +3% 4.6k 320.82
 View chart
McDonald's Corporation (MCD) 0.7 $1.5M 4.7k 310.77
 View chart
Exxon Mobil Corporation (XOM) 0.7 $1.3M 7.8k 169.65
 View chart
NVIDIA Corporation (NVDA) 0.7 $1.3M -4% 7.5k 174.40
 View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $1.3M 13k 96.80
 View chart
Johnson & Johnson (JNJ) 0.6 $1.2M 5.1k 244.42
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.6 $1.1M +13% 7.7k 145.02
 View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.5 $1.1M NEW 14k 79.90
 View chart
Spdr Series Trust State Street Spd (ONEV) 0.5 $1.0M -13% 7.5k 134.17
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $988k 1.7k 597.39
 View chart
Fidelity Covington Trust Msci Energy Idx (FENY) 0.5 $972k 29k 34.02
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $913k 4.4k 208.06
 View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.5 $904k -3% 8.7k 103.88
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $895k -34% 17k 54.05
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $875k 3.0k 294.20
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $822k 6.2k 132.89
 View chart
Vanguard World Industrial Etf (VIS) 0.4 $792k 2.5k 312.23
 View chart
Ishares Tr Global 100 Etf (IOO) 0.4 $762k 6.3k 120.97
 View chart
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $733k 9.3k 78.77
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.3 $634k -18% 7.8k 81.11
 View chart
Eli Lilly & Co. (LLY) 0.3 $571k 621.00 919.62
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $567k 1.9k 302.28
 View chart
Listed Fds Tr Roundhill Magnif (MAGS) 0.3 $551k +16% 9.5k 57.94
 View chart
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $545k +524% 15k 37.20
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.3 $543k +92% 831.00 653.22
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.3 $543k +8% 1.5k 367.52
 View chart
Wal-Mart Stores (WMT) 0.3 $502k 4.0k 124.29
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $502k 3.5k 142.42
 View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.2 $489k +2% 7.2k 68.43
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $481k 2.6k 184.26
 View chart
Vanguard World Materials Etf (VAW) 0.2 $476k 2.1k 225.36
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $468k 1.8k 257.30
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $461k 1.1k 430.29
 View chart
Amazon (AMZN) 0.2 $424k +8% 2.0k 208.32
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $423k +40% 5.5k 77.12
 View chart
Lowe's Companies (LOW) 0.2 $421k 1.8k 236.22
 View chart
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $419k -17% 6.0k 70.20
 View chart
Spdr Series Trust State Street Spd (XHB) 0.2 $395k 4.0k 98.73
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $390k 3.1k 124.30
 View chart
Global X Fds Artificial Etf (AIQ) 0.2 $385k 8.3k 46.67
 View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $385k 3.4k 114.83
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $360k +6% 752.00 479.20
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $335k -11% 8.8k 38.26
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $335k +52% 3.0k 112.12
 View chart
Vanguard World Utilities Etf (VPU) 0.2 $335k 1.7k 198.13
 View chart
Merck & Co (MRK) 0.2 $332k 2.8k 120.29
 View chart
Meta Platforms Cl A (META) 0.2 $329k 574.00 572.22
 View chart
Cisco Systems (CSCO) 0.2 $327k 4.2k 77.59
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $318k 729.00 436.67
 View chart
Ishares Emng Mkts Eqt (EMGF) 0.2 $308k -61% 5.1k 60.43
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $304k 3.4k 88.69
 View chart
Oracle Corporation (ORCL) 0.1 $300k +55% 2.0k 147.08
 View chart
Raytheon Technologies Corp (RTX) 0.1 $299k +4% 1.5k 192.88
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $290k +5% 4.2k 69.75
 View chart
Walt Disney Company (DIS) 0.1 $288k +6% 3.0k 96.38
 View chart
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $284k 1.8k 161.69
 View chart
FedEx Corporation (FDX) 0.1 $279k 782.00 356.41
 View chart
Spdr Series Trust State Street Spd (ONEY) 0.1 $265k 2.2k 120.03
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $264k 1.8k 148.09
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $260k +15% 907.00 286.74
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $249k +17% 867.00 287.48
 View chart
Texas Instruments Incorporated (TXN) 0.1 $241k +2% 1.2k 194.18
 View chart
Caterpillar (CAT) 0.1 $238k 335.00 708.93
 View chart
Lockheed Martin Corporation (LMT) 0.1 $235k 389.00 603.76
 View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $216k 941.00 229.13
 View chart
International Business Machines (IBM) 0.1 $214k 881.00 242.36
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $208k 1.9k 109.68
 View chart
Willis Towers Watson SHS (WTW) 0.1 $204k 701.00 290.53
 View chart
Qualcomm (QCOM) 0.1 $201k +10% 1.6k 128.76
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $199k 306.00 651.38
 View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $188k 7.0k 26.91
 View chart
Chevron Corporation (CVX) 0.1 $177k 854.00 206.85
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $172k 1.2k 144.74
 View chart
Howmet Aerospace (HWM) 0.1 $171k 743.00 230.42
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $167k 2.0k 82.44
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $163k 831.00 196.11
 View chart
Aon Shs Cl A (AON) 0.1 $159k 492.00 322.58
 View chart
Pepsi (PEP) 0.1 $151k 975.00 155.28
 View chart
Ishares Tr Mbs Etf (MBB) 0.1 $150k +36% 1.6k 94.94
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $150k 1.5k 97.25
 View chart
Intel Corporation (INTC) 0.1 $139k 3.2k 44.13
 View chart
Lam Research Corp Com New (LRCX) 0.1 $137k 641.00 213.53
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $137k -73% 2.7k 49.88
 View chart
Travelers Companies (TRV) 0.1 $136k 465.00 291.60
 View chart
American Express Company (AXP) 0.1 $133k 440.00 302.48
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $131k 1.6k 80.05
 View chart
Keysight Technologies (KEYS) 0.1 $130k 459.00 282.37
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $129k 412.00 313.64
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $122k +419% 1.5k 79.26
 View chart
Pfizer (PFE) 0.1 $121k +5% 4.3k 28.08
 View chart
Wells Fargo & Company (WFC) 0.1 $121k +24% 1.5k 79.62
 View chart
UnitedHealth (UNH) 0.1 $120k 442.00 270.66
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $117k +10% 1.1k 109.02
 View chart
Ishares Tr Us Home Cons Etf (ITB) 0.1 $114k 1.3k 90.56
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $112k +56% 1.5k 73.64
 View chart
American Electric Power Company (AEP) 0.1 $111k 846.00 131.07
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $111k +29% 2.6k 42.54
 View chart
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $106k 2.5k 41.84
 View chart
Ge Aerospace Com New (GE) 0.1 $106k 372.00 283.58
 View chart
Coca-Cola Company (KO) 0.1 $102k +8% 1.3k 76.03
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $99k 442.00 224.36
 View chart
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $96k 2.1k 46.35
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $96k 1.3k 75.12
 View chart
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $95k 1.1k 82.81
 View chart
Bausch Health Companies (BHC) 0.0 $94k 17k 5.40
 View chart
Coinbase Global Com Cl A (COIN) 0.0 $92k 527.00 174.61
 View chart
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $91k +11% 681.00 133.15
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $90k +38% 1.4k 64.07
 View chart
Amgen (AMGN) 0.0 $89k +8% 252.00 351.94
 View chart
Ishares Gold Tr Ishares New (IAU) 0.0 $84k +8% 951.00 88.16
 View chart
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $84k 2.1k 40.83
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $80k 705.00 114.03
 View chart
Manulife Finl Corp (MFC) 0.0 $80k 2.3k 34.44
 View chart
Home Depot (HD) 0.0 $79k 239.00 328.33
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $78k 183.00 426.40
 View chart
Ge Vernova (GEV) 0.0 $78k 89.00 875.34
 View chart
Enterprise Products Partners (EPD) 0.0 $75k 2.0k 37.85
 View chart
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $72k 1.1k 67.25
 View chart
Global X Fds Global X Uranium (URA) 0.0 $71k 1.5k 48.44
 View chart
Bank of America Corporation (BAC) 0.0 $68k 1.4k 48.77
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $66k +35% 133.00 499.62
 View chart
Totalenergies Se Act (TTE) 0.0 $65k 718.00 90.98
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $64k 434.00 146.28
 View chart
Fortinet (FTNT) 0.0 $62k 760.00 81.72
 View chart
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $62k -68% 2.0k 30.51
 View chart
Simon Property (SPG) 0.0 $59k 316.00 186.80
 View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.0 $56k -28% 629.00 88.39
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $53k 655.00 80.58
 View chart
Hewlett Packard Enterprise (HPE) 0.0 $53k 2.2k 23.81
 View chart
Netflix (NFLX) 0.0 $50k 520.00 96.15
 View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $49k 1.1k 44.73
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $49k 296.00 165.49
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $47k 2.4k 19.30
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $46k 473.00 97.13
 View chart
Kinder Morgan (KMI) 0.0 $46k 1.4k 33.53
 View chart
Charles Schwab Corporation (SCHW) 0.0 $46k NEW 485.00 94.06
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $45k NEW 966.00 46.18
 View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $44k 833.00 52.85
 View chart
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $44k 1.2k 35.96
 View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $43k 1.7k 25.48
 View chart
Smucker J M Com New (SJM) 0.0 $43k 443.00 96.53
 View chart
Visa Com Cl A (V) 0.0 $42k +108% 140.00 302.55
 View chart
Booking Holdings (BKNG) 0.0 $42k NEW 10.00 4217.50
 View chart
Brookfield Renewable Energy Partnership Unit (BEP) 0.0 $41k 1.3k 32.64
 View chart
Enbridge (ENB) 0.0 $41k +187% 755.00 54.14
 View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $40k 388.00 103.71
 View chart
Blackrock (BLK) 0.0 $39k +21% 40.00 969.77
 View chart
Flagstar Bank National Assoc Com New (FLG) 0.0 $39k 2.9k 13.17
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $38k 763.00 49.64
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $38k 248.00 151.42
 View chart
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $37k 1.1k 33.22
 View chart
L3harris Technologies (LHX) 0.0 $37k 106.00 345.15
 View chart
Philip Morris International (PM) 0.0 $36k +38% 215.00 165.18
 View chart
Ishares Tr Core Msci Euro (IEUR) 0.0 $35k 504.00 70.21
 View chart
Dell Technologies CL C (DELL) 0.0 $35k 213.00 164.17
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $35k NEW 492.00 70.18
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $33k 576.00 56.83
 View chart
Duke Energy Corp Com New (DUK) 0.0 $32k +28% 247.00 131.06
 View chart
Alliant Energy Corporation (LNT) 0.0 $32k 451.00 71.76
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $32k NEW 95.00 339.38
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $32k +72% 1.1k 28.70
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $31k +73% 596.00 52.57
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $31k 527.00 59.20
 View chart
Altria (MO) 0.0 $30k 454.00 66.00
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $30k 1.2k 24.74
 View chart
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $29k 1.6k 18.30
 View chart
Applied Materials (AMAT) 0.0 $28k NEW 83.00 342.35
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $28k +41% 116.00 243.08
 View chart
Starbucks Corporation (SBUX) 0.0 $28k +296% 313.00 89.69
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $28k 267.00 103.29
 View chart
Waste Management (WM) 0.0 $27k 117.00 229.20
 View chart
Spdr Series Trust State Street Spd (XAR) 0.0 $27k 105.00 255.12
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $27k 284.00 93.24
 View chart
Fidelity Covington Trust Fundamental Larg (FFLC) 0.0 $27k NEW 516.00 51.30
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $26k -82% 258.00 101.74
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $26k 507.00 50.99
 View chart
Garmin SHS (GRMN) 0.0 $25k 109.00 232.13
 View chart
Iqvia Holdings (IQV) 0.0 $25k NEW 146.00 170.54
 View chart
Bristol Myers Squibb (BMY) 0.0 $25k 409.00 60.63
 View chart
Ishares Msci Eurzone Etf (EZU) 0.0 $25k NEW 391.00 62.64
 View chart
Spdr Series Trust State Street Spd (SPIB) 0.0 $25k 729.00 33.54
 View chart
Ishares Msci Austria Etf (EWO) 0.0 $24k 683.00 35.47
 View chart
Abbvie (ABBV) 0.0 $24k 111.00 217.09
 View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.0 $24k 581.00 40.76
 View chart
Zoetis Cl A (ZTS) 0.0 $24k +170% 200.00 118.21
 View chart
Viatris (VTRS) 0.0 $24k 1.7k 13.51
 View chart
Citigroup Com New (C) 0.0 $22k +69% 193.00 113.26
 View chart
Tesla Motors (TSLA) 0.0 $22k 58.00 371.76
 View chart
Paypal Holdings (PYPL) 0.0 $21k 474.00 45.24
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $21k 288.00 74.36
 View chart
Bio-techne Corporation (TECH) 0.0 $21k 406.00 52.30
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $21k 366.00 57.65
 View chart
3M Company (MMM) 0.0 $21k 145.00 145.17
 View chart
CVS Caremark Corporation (CVS) 0.0 $21k +78% 286.00 71.73
 View chart
eBay (EBAY) 0.0 $21k 225.00 91.16
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $20k -90% 192.00 106.41
 View chart
Rentokil Initial Sponsored Adr (RTO) 0.0 $20k NEW 648.00 31.48
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $20k NEW 96.00 211.11
 View chart
Ameriprise Financial (AMP) 0.0 $20k 45.00 444.40
 View chart
Wyndham Hotels And Resorts (WH) 0.0 $20k NEW 246.00 81.23
 View chart
Pacira Pharmaceuticals (PCRX) 0.0 $20k 867.00 22.60
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $20k 50.00 390.42
 View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $19k +2% 865.00 22.32
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $19k 399.00 48.05
 View chart
Shell Spon Ads (SHEL) 0.0 $19k 206.00 92.93
 View chart
American Tower Reit (AMT) 0.0 $19k +69% 107.00 172.83
 View chart
Diamondback Energy (FANG) 0.0 $18k NEW 92.00 197.79
 View chart
Fidelity National Information Services (FIS) 0.0 $18k +86% 387.00 46.92
 View chart
T. Rowe Price (TROW) 0.0 $18k 200.00 90.14
 View chart
Yum China Holdings (YUMC) 0.0 $18k NEW 366.00 48.78
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $18k NEW 304.00 58.15
 View chart
MetLife (MET) 0.0 $18k 248.00 70.69
 View chart
Air Products & Chemicals (APD) 0.0 $17k NEW 60.00 289.75
 View chart
Costco Wholesale Corporation (COST) 0.0 $17k 17.00 1019.71
 View chart
Cerence (CRNC) 0.0 $17k 2.7k 6.31
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $17k 87.00 195.87
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $17k 101.00 168.16
 View chart
St. Joe Company (JOE) 0.0 $17k 269.00 62.82
 View chart
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.0 $17k NEW 217.00 77.38
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $17k 121.00 138.74
 View chart
Verizon Communications (VZ) 0.0 $17k +51% 334.00 50.24
 View chart
Hp (HPQ) 0.0 $17k 872.00 19.22
 View chart
United Parcel Svcs CL B (UPS) 0.0 $17k +35% 169.00 98.28
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $17k 140.00 118.63
 View chart
Becton, Dickinson and (BDX) 0.0 $16k NEW 101.00 157.00
 View chart
Caretrust Reit (CTRE) 0.0 $16k 427.00 36.62
 View chart
Verisk Analytics (VRSK) 0.0 $16k 82.00 189.76
 View chart
Allegion Ord Shs (ALLE) 0.0 $16k NEW 107.00 145.29
 View chart
Ishares Tr Core Msci Total (IXUS) 0.0 $15k 174.00 86.53
 View chart
Anthem (ELV) 0.0 $15k NEW 50.00 294.18
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $15k NEW 129.00 113.29
 View chart
Cooper Cos (COO) 0.0 $14k NEW 202.00 71.50
 View chart
Strategy Cl A New (MSTR) 0.0 $14k 115.00 124.80
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $14k 201.00 71.15
 View chart
Power Solutions Intl Com New (PSIX) 0.0 $14k 235.00 60.83
 View chart
Airbnb Com Cl A (ABNB) 0.0 $14k +1030% 113.00 126.28
 View chart
Warner Music Group Corp Com Cl A (WMG) 0.0 $14k NEW 540.00 25.54
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $14k NEW 137.00 100.44
 View chart
CarMax (KMX) 0.0 $14k NEW 326.00 41.58
 View chart
Symbotic Class A Com (SYM) 0.0 $14k 254.00 53.20
 View chart
Spdr Index Shs Fds State Street Spd (RWO) 0.0 $13k 292.00 45.77
 View chart
Target Corporation (TGT) 0.0 $13k 109.00 120.73
 View chart
At&t (T) 0.0 $13k 439.00 29.00
 View chart
Nextera Energy (NEE) 0.0 $13k 137.00 92.89
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $13k NEW 39.00 320.54
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.0 $12k NEW 87.00 142.85
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $12k 235.00 52.54
 View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $12k 304.00 39.82
 View chart
salesforce (CRM) 0.0 $12k NEW 64.00 186.94
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $12k NEW 229.00 51.97
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $12k NEW 157.00 74.12
 View chart
Nike CL B (NKE) 0.0 $12k 220.00 52.79
 View chart
GSK Sponsored Adr (GSK) 0.0 $12k NEW 209.00 55.19
 View chart
Verisign (VRSN) 0.0 $11k NEW 46.00 248.37
 View chart
Listed Fds Tr Horizon Kinetics (INFL) 0.0 $11k 215.00 51.99
 View chart
Ingredion Incorporated (INGR) 0.0 $11k NEW 99.00 112.66
 View chart
AmerisourceBergen (COR) 0.0 $11k NEW 35.00 315.31
 View chart
Autodesk (ADSK) 0.0 $11k NEW 44.00 239.41
 View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $10k NEW 64.00 163.12
 View chart
Service Corporation International (SCI) 0.0 $10k NEW 126.00 82.51
 View chart
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $10k 194.00 51.88
 View chart
Tidal Trust Ii Roundhill Gener (CHAT) 0.0 $10k NEW 161.00 61.98
 View chart
Masco Corporation (MAS) 0.0 $9.9k NEW 163.00 60.51
 View chart
Lamar Advertising Cl A (LAMR) 0.0 $9.8k NEW 77.00 127.36
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $9.8k 388.00 25.13
 View chart
Select Sector Spdr Tr State Street Con (XLP) 0.0 $9.7k 118.00 81.88
 View chart
Southern Company (SO) 0.0 $9.7k 100.00 96.52
 View chart
Diageo Spon Adr New (DEO) 0.0 $9.6k NEW 129.00 74.45
 View chart
Cigna Corp (CI) 0.0 $9.6k NEW 36.00 266.75
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.0 $9.5k NEW 190.00 49.99
 View chart
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $9.4k 500.00 18.70
 View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $9.2k NEW 42.00 219.17
 View chart
Bio Rad Labs Cl A (BIO) 0.0 $9.2k NEW 33.00 278.76
 View chart
Biogen Idec (BIIB) 0.0 $9.2k 50.00 183.34
 View chart
AFLAC Incorporated (AFL) 0.0 $9.2k 84.00 109.11
 View chart
Ishares Tr Msci China Etf (MCHI) 0.0 $9.0k NEW 161.00 56.06
 View chart
Nasdaq Omx (NDAQ) 0.0 $8.7k 103.00 84.81
 View chart
Alcoa (AA) 0.0 $8.7k 131.00 66.34
 View chart
Barrick Mng Corp Com Shs (B) 0.0 $8.7k 212.00 40.84
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $8.5k NEW 68.00 125.46
 View chart
Huntington Ingalls Inds (HII) 0.0 $8.5k NEW 22.00 387.14
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $8.4k NEW 141.00 59.55
 View chart
Kroger (KR) 0.0 $8.3k 115.00 72.34
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $8.2k NEW 1.6k 5.03
 View chart
Dex (DXCM) 0.0 $8.0k NEW 127.00 62.80
 View chart
Stryker Corporation (SYK) 0.0 $7.9k NEW 24.00 328.58
 View chart
Capital One Financial (COF) 0.0 $7.8k NEW 43.00 182.42
 View chart
Entergy Corporation (ETR) 0.0 $7.7k NEW 68.00 113.15
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.0 $7.6k NEW 230.00 32.93
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $7.5k NEW 36.00 209.08
 View chart
International Paper Company (IP) 0.0 $7.5k 209.00 35.78
 View chart
Epam Systems (EPAM) 0.0 $7.4k 55.00 135.40
 View chart
SLB Com Stk (SLB) 0.0 $7.4k 145.00 51.32
 View chart
Pimco Income Strategy Fund (PFL) 0.0 $7.4k +2% 929.00 8.00
 View chart
Charles River Laboratories (CRL) 0.0 $7.4k NEW 43.00 172.51
 View chart
Medtronic SHS (MDT) 0.0 $7.2k NEW 84.00 86.27
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $7.2k 29.00 248.10
 View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $7.1k 67.00 105.48
 View chart
Truist Financial Corp equities (TFC) 0.0 $7.0k NEW 153.00 46.03
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $7.0k NEW 29.00 242.55
 View chart
Spdr Series Trust State Street Spd (KRE) 0.0 $7.0k 107.00 65.27
 View chart
Uber Technologies (UBER) 0.0 $7.0k NEW 97.00 71.93
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $7.0k NEW 36.00 193.47
 View chart
Ecolab (ECL) 0.0 $6.9k NEW 26.00 266.73
 View chart
Honeywell International (HON) 0.0 $6.8k 30.00 228.33
 View chart
Spdr Series Trust State Street Spd (SPSM) 0.0 $6.7k -39% 139.00 48.32
 View chart
Us Bancorp Com New (USB) 0.0 $6.7k NEW 129.00 52.01
 View chart
Prudential Financial (PRU) 0.0 $6.7k 69.00 97.04
 View chart
Omni (OMC) 0.0 $6.7k NEW 89.00 75.03
 View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $6.6k 220.00 30.12
 View chart
Broadridge Financial Solutions (BR) 0.0 $6.5k NEW 40.00 162.47
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $6.4k 68.00 94.34
 View chart
Labcorp Holdings Com Shs (LH) 0.0 $6.4k NEW 24.00 266.79
 View chart
Wec Energy Group (WEC) 0.0 $6.3k NEW 55.00 115.35
 View chart
Paycom Software (PAYC) 0.0 $6.3k 52.00 121.54
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $6.3k NEW 174.00 36.28
 View chart
SYSCO Corporation (SYY) 0.0 $6.3k NEW 88.00 71.20
 View chart
Crawford &co Cl A (CRD.A) 0.0 $5.7k 571.00 9.97
 View chart
Genuine Parts Company (GPC) 0.0 $5.3k NEW 51.00 104.80
 View chart
Dow (DOW) 0.0 $5.3k -30% 128.00 41.52
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $5.2k NEW 54.00 96.70
 View chart
Edison International (EIX) 0.0 $5.1k NEW 70.00 73.17
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $5.1k NEW 29.00 175.66
 View chart
Peak (DOC) 0.0 $4.9k NEW 297.00 16.41
 View chart
Sanofi Sa Sponsored Adr (SNY) 0.0 $4.9k NEW 101.00 48.18
 View chart
Crispr Therapeutics Namen Akt (CRSP) 0.0 $4.8k 100.00 47.57
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $4.7k NEW 50.00 93.30
 View chart
Charter Communications Cl A (CHTR) 0.0 $4.3k 20.00 215.90
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $4.2k 115.00 36.74
 View chart
Ishares Tr Morningstar Grwt (ILCG) 0.0 $4.2k 44.00 95.48
 View chart
Motorola Solutions Com New (MSI) 0.0 $4.1k 9.00 450.11
 View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $4.0k 48.00 84.35
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $4.0k 59.00 67.27
 View chart
Eversource Energy (ES) 0.0 $3.9k NEW 56.00 69.80
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $3.8k NEW 80.00 46.95
 View chart
Fiserv (FISV) 0.0 $3.7k NEW 67.00 55.81
 View chart
Gildan Activewear Inc Com Cad (GIL) 0.0 $3.5k NEW 62.00 55.65
 View chart
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $3.4k +3% 271.00 12.53
 View chart
Wabtec Corporation (WAB) 0.0 $3.4k 14.00 241.57
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $3.4k 57.00 59.04
 View chart
Carrier Global Corporation (CARR) 0.0 $3.2k 57.00 56.39
 View chart
General Mills (GIS) 0.0 $3.1k NEW 84.00 37.33
 View chart
Ishares Tr Systematic Bd Et (SYSB) 0.0 $2.9k NEW 33.00 89.00
 View chart
Newell Rubbermaid (NWL) 0.0 $2.9k 847.00 3.43
 View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $2.9k NEW 119.00 24.33
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.8k 101.00 27.46
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $2.6k 46.00 57.59
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $2.6k NEW 115.00 22.91
 View chart
BP Sponsored Adr (BP) 0.0 $2.6k 56.00 46.66
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $2.6k 56.00 45.89
 View chart
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $2.4k NEW 108.00 22.36
 View chart
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $2.4k 21.00 113.62
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $2.3k NEW 6.00 391.50
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.0 $2.2k NEW 22.00 101.77
 View chart
Otis Worldwide Corp (OTIS) 0.0 $2.2k 28.00 78.29
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $2.2k NEW 10.00 218.90
 View chart
Solventum Corp Com Shs (SOLV) 0.0 $2.1k -5% 32.00 65.31
 View chart
Waters Corporation (WAT) 0.0 $2.1k NEW 7.00 297.86
 View chart
Spdr Series Trust State Street Spd (SPYD) 0.0 $2.0k 44.00 45.95
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $2.0k NEW 38.00 52.34
 View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.0 $2.0k NEW 57.00 34.75
 View chart
Blackberry (BB) 0.0 $1.9k 600.00 3.24
 View chart
Ishares Tr Broad Usd High (USHY) 0.0 $1.8k NEW 50.00 36.84
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $1.8k NEW 26.00 70.35
 View chart
Vanguard World Comm Srvc Etf (VOX) 0.0 $1.8k NEW 10.00 179.80
 View chart
On Hldg Namen Akt A (ONON) 0.0 $1.6k 48.00 34.02
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.6k -83% 47.00 33.23
 View chart
Nokia Corp Sponsored Adr (NOK) 0.0 $1.4k 171.00 8.05
 View chart
Upstart Hldgs (UPST) 0.0 $1.3k 50.00 25.66
 View chart
Brighthouse Finl (BHF) 0.0 $1.2k 20.00 59.90
 View chart
Global X Fds Us Cash Flow (FLOW) 0.0 $1.1k 30.00 35.33
 View chart
Snowflake Com Shs (SNOW) 0.0 $1.1k 7.00 150.86
 View chart
Dxc Technology (DXC) 0.0 $1.0k 81.00 12.57
 View chart
Reddit Cl A (RDDT) 0.0 $943.000100 7.00 134.71
 View chart
Versant Media Group Com Cl A (VSNT) 0.0 $851.000000 NEW 23.00 37.00
 View chart
Ford Motor Company (F) 0.0 $808.003000 70.00 11.54
 View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $807.000600 14.00 57.64
 View chart
Sylvamo Corp Common Stock (SLVM) 0.0 $700.000500 +6% 17.00 41.18
 View chart
Solstice Advanced Matls Com Shs (SOLS) 0.0 $533.000300 7.00 76.14
 View chart
Novartis Sponsored Adr (NVS) 0.0 $510.999900 3.00 170.33
 View chart
Realreal (REAL) 0.0 $498.998500 55.00 9.07
 View chart
Sunrun (RUN) 0.0 $407.001000 30.00 13.57
 View chart
Toast Cl A (TOST) 0.0 $397.999500 15.00 26.53
 View chart
Blackbaud (BLKB) 0.0 $390.000000 10.00 39.00
 View chart
Coty Com Cl A (COTY) 0.0 $234.994500 117.00 2.01
 View chart
Pinterest Cl A (PINS) 0.0 $210.999800 11.00 19.18
 View chart
Kyndryl Hldgs Common Stock (KD) 0.0 $156.999600 12.00 13.08
 View chart
Beyond Meat (BYND) 0.0 $87.998400 126.00 0.70
 View chart
Resideo Technologies (REZI) 0.0 $34.000000 1.00 34.00
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $0 0 0.00
 View chart

Past Filings by Financial Freedom

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