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Freedom Wealth Alliance

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

Top 5 stock holdings are SCHB, SPHQ, SPLG, CFO, DGRW, and represent 58.62% of Freedom Wealth Alliance's stock portfolio.
Added to shares of these 10 stocks: SCHB, GOOG, YYY, SPHQ, MDIV, LFMD, LAB, DE, SOFI, Talaris Therapeutics.
Started 7 new stock positions in PFIE, Talaris Therapeutics, LAB, GOOG, REAL, REKR, LFMD.
Reduced shares in these 10 stocks: SGOL, , SPLG, CRESY, IBM, CFO, EMLC, TGNA, HON, .
Sold out of its positions in SGOL, ADTN, HDGE, GOOGL, CRESY, FVD, GGN, HPQ, HON, IBM. MWA, OSUR, MINT, SPY, SLYV, BWZ, SCHO, SGDM, TGNA, TSLA, EMLC, VCIT, VIAV, ACN.
Freedom Wealth Alliance was a net seller of stock by $-7.6M.
Freedom Wealth Alliance has $61M in assets under management (AUM), dropping by -15.12%.
Central Index Key (CIK): 0001941346

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Portfolio Holdings for Freedom Wealth Alliance

Freedom Wealth Alliance holds 47 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	22.1	$14M	+3%	270k	49.85	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	12.1	$7.4M		147k	50.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	8.7	$5.3M	-8%	106k	50.26	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	8.4	$5.1M	-7%	86k	58.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.2	$4.4M		69k	63.49	View chart
Amplify Etf Tr High Income (YYY)	7.1	$4.3M	+4%	386k	11.11	View chart
Apple (AAPL)	4.3	$2.6M	-6%	15k	171.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$2.0M	-3%	9.5k	212.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.3	$1.4M		19k	73.63	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	1.9	$1.2M	+3%	69k	17.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.9	$1.1M	-5%	34k	33.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$1.1M		21k	53.56	View chart
Microsoft Corporation (MSFT)	1.3	$781k	-11%	2.5k	315.72	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.2	$720k	+2%	16k	45.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$621k	-7%	14k	44.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$606k	+4%	8.7k	69.78	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.0	$601k		14k	43.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$570k		12k	48.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$568k	+2%	5.3k	107.14	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.9	$545k		29k	18.90	View chart
Wec Energy Group (WEC)	0.8	$483k	-20%	6.0k	80.55	View chart
Abbvie (ABBV)	0.7	$454k	-11%	3.0k	149.04	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.7	$431k		25k	17.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$369k	-2%	9.4k	39.21	View chart
Devon Energy Corporation (DVN)	0.6	$357k	-10%	7.5k	47.70	View chart
Amazon (AMZN)	0.6	$347k	-27%	2.7k	127.12	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.6	$343k	+25%	24k	14.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$331k	+3%	4.4k	75.15	View chart
Deere & Company (DE)	0.5	$318k	+22%	843.00	377.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$314k		895.00	350.30	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.5	$306k		6.6k	46.23	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.5	$278k	-6%	12k	23.82	View chart
Arbor Realty Trust (ABR)	0.4	$239k		16k	15.18	View chart
NVIDIA Corporation (NVDA)	0.4	$238k	-5%	548.00	434.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$223k	NEW	1.7k	131.85	View chart
Visa Com Cl A (V)	0.4	$222k	-17%	964.00	230.01	View chart
Intel Corporation (INTC)	0.4	$217k	-50%	6.1k	35.55	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.4	$216k	+10%	12k	18.64	View chart
Sofi Technologies (SOFI)	0.3	$177k	+45%	22k	7.99	View chart
Duff & Phelps Global (DPG)	0.3	$156k		18k	8.62	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.2	$123k		10k	12.06	View chart
Lifemd (LFMD)	0.1	$68k	NEW	11k	6.25	View chart
D Fluidigm Corp Del (LAB)	0.1	$59k	NEW	20k	2.90	View chart
Talaris Therapeutics	0.1	$45k	NEW	16k	2.81	View chart
Rekor Systems (REKR)	0.1	$32k	NEW	11k	2.82	View chart
Realreal (REAL)	0.0	$30k	NEW	14k	2.11	View chart
Profire Energy (PFIE)	0.0	$29k	NEW	10k	2.78	View chart

Past Filings by Freedom Wealth Alliance

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

Freedom Wealth Alliance 2023 Q3 filed Oct. 30, 2023
Freedom Wealth Alliance 2023 Q2 filed July 18, 2023
Freedom Wealth Alliance 2023 Q1 filed April 25, 2023
Freedom Wealth Alliance 2022 Q4 filed Feb. 14, 2023

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