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, CTXR, MSFT, V, GOOG.
- Started 2 new stock positions in PMVP, CTXR.
- 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
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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 |
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| Ishares Tr Core S&p500 Etf (IVV) | 29.6 | $39k | +2% | 90k | 0.43 |
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| Apple (AAPL) | 6.4 | $8.4k | +4% | 59k | 0.14 |
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| Amazon (AMZN) | 5.5 | $7.3k | 2.2k | 3.29 |
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| Microsoft Corporation (MSFT) | 5.4 | $7.0k | 25k | 0.28 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 5.3 | $6.9k | -5% | 21k | 0.34 |
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| Visa Com Cl A (V) | 4.4 | $5.8k | 26k | 0.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $5.4k | 2.0k | 2.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $5.1k | 1.9k | 2.67 |
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| Pmv Pharmaceuticals (PMVP) | 0.6 | $741.424000 | NEW | 25k | 0.03 |
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| NVIDIA Corporation (NVDA) | 0.5 | $621.070800 | +300% | 3.0k | 0.21 |
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| Johnson & Johnson (JNJ) | 0.4 | $526.002600 | 3.3k | 0.16 |
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| Codiak Biosciences | 0.3 | $331.346400 | 20k | 0.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $261.995000 | 610.00 | 0.43 |
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| Vir Biotechnology (VIR) | 0.2 | $218.000000 | 5.0k | 0.04 |
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| Citius Pharmaceuticals Com New (CTXR) | 0.1 | $105.800000 | NEW | 53k | 0.00 |
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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