Freed Investment Group
Latest statistics and disclosures from Freed Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ONEQ, IVV, AAPL, AMZN, MSFT, and represent 80.15% of Freed Investment Group's stock portfolio.
- Added to shares of these 9 stocks: IVV, PMVP, NVDA, AAPL, ONEQ, Citius Pharmaceuticals, MSFT, V, GOOG.
- Started 2 new stock positions in PMVP, Citius Pharmaceuticals.
- Reduced shares in these 3 stocks: DIA, AMZN, SPY.
- Freed Investment Group was a net buyer of stock by $2.4k.
- Freed Investment Group has $131k in assets under management (AUM), dropping by 1.80%.
- Central Index Key (CIK): 0001844877
Tip: Access up to 7 years of quarterly data
Positions held by Freed Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Freed Investment Group
Freed Investment Group holds 16 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 33.3 | $44k | 777k | 0.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 29.6 | $39k | +2% | 90k | 0.43 |
|
| Apple (AAPL) | 6.4 | $8.4k | +4% | 59k | 0.14 |
|
| Amazon (AMZN) | 5.5 | $7.3k | 2.2k | 3.29 |
|
|
| Microsoft Corporation (MSFT) | 5.4 | $7.0k | 25k | 0.28 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 5.3 | $6.9k | -5% | 21k | 0.34 |
|
| Visa Com Cl A (V) | 4.4 | $5.8k | 26k | 0.22 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $5.4k | 2.0k | 2.67 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $5.1k | 1.9k | 2.67 |
|
|
| Pmv Pharmaceuticals (PMVP) | 0.6 | $741.424000 | NEW | 25k | 0.03 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $621.070800 | +300% | 3.0k | 0.21 |
|
| Johnson & Johnson (JNJ) | 0.4 | $526.002600 | 3.3k | 0.16 |
|
|
| Codiak Biosciences | 0.3 | $331.346400 | 20k | 0.02 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $261.995000 | 610.00 | 0.43 |
|
|
| Vir Biotechnology (VIR) | 0.2 | $218.000000 | 5.0k | 0.04 |
|
|
| Citius Pharmaceuticals Com New | 0.1 | $105.800000 | NEW | 53k | 0.00 |
|
Past Filings by Freed Investment Group
SEC 13F filings are viewable for Freed Investment Group going back to 2020
- Freed Investment Group 2021 Q3 filed Nov. 15, 2021
- Freed Investment Group 2021 Q2 filed Aug. 4, 2021
- Freed Investment Group 2021 Q1 filed April 26, 2021
- Freed Investment Group 2020 Q4 filed Feb. 10, 2021