FreeGulliver
Latest statistics and disclosures from FreeGulliver's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, IWL, VIGI, JHMM, VIG, and represent 56.09% of FreeGulliver's stock portfolio.
- Added to shares of these 10 stocks: IWL (+$7.1M), SPY, BUFR, NVDA, VIGI, AAPL, MSFT, IEF, SPAB, AVGO.
- Started 11 new stock positions in COST, LLY, NVDA, PPG, BUFR, LMT, STIP, ITA, WMT, GOOG. ALVO.
- Reduced shares in these 10 stocks: , FHN, VIG, ABM, MCD, SLF, CRGY, CLOV, MKC, .
- Sold out of its positions in ABM, FHN, CRGY, MKC, MCD, MPLN, NEXT, GLD, SLF, MMM. BOAT, ALVOW.
- FreeGulliver was a net buyer of stock by $13M.
- FreeGulliver has $168M in assets under management (AUM), dropping by 15.10%.
- Central Index Key (CIK): 0002032561
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Portfolio Holdings for FreeGulliver
FreeGulliver holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 26.6 | $45M | 212k | 210.86 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 12.8 | $22M | +48% | 154k | 140.44 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 7.4 | $13M | +4% | 142k | 88.28 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 4.8 | $8.1M | +3% | 135k | 60.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $7.5M | -5% | 38k | 198.06 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 4.0 | $6.7M | 95k | 70.06 |
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| UnitedHealth (UNH) | 3.5 | $6.0M | 10k | 584.68 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 3.0 | $5.0M | +3% | 208k | 24.11 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.5 | $4.2M | -3% | 49k | 84.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $3.8M | +147% | 6.6k | 573.76 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.2 | $3.7M | +11% | 38k | 98.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $2.5M | +14% | 9.5k | 263.84 |
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| Apple (AAPL) | 1.3 | $2.2M | +30% | 9.6k | 233.00 |
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| Ishares Tr Investment Grade (IGEB) | 1.3 | $2.1M | +15% | 46k | 46.47 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.0 | $1.6M | NEW | 54k | 29.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $1.6M | +3% | 7.2k | 220.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.5M | +19% | 2.7k | 576.71 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $1.5M | -3% | 18k | 82.94 |
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| SYSCO Corporation (SYY) | 0.9 | $1.5M | 19k | 78.06 |
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| Coca-Cola Company (KO) | 0.9 | $1.5M | +24% | 20k | 71.86 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.4M | +49% | 3.2k | 430.26 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $1.3M | -13% | 19k | 67.51 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $1.2M | 33k | 37.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | +17% | 2.4k | 488.05 |
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| Northrop Grumman Corporation (NOC) | 0.6 | $1.1M | 2.0k | 528.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $967k | 3.4k | 283.15 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $921k | 3.9k | 237.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $906k | 1.7k | 527.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $835k | +9% | 13k | 64.74 |
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| NVIDIA Corporation (NVDA) | 0.5 | $789k | NEW | 6.5k | 121.44 |
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| Amazon (AMZN) | 0.5 | $761k | +65% | 4.1k | 186.33 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.4 | $748k | +7% | 6.8k | 109.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $723k | +31% | 4.4k | 165.83 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $621k | +148% | 24k | 26.14 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $595k | +8% | 44k | 13.43 |
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| Kkr & Co (KKR) | 0.3 | $562k | 4.3k | 130.57 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $510k | +12% | 4.4k | 117.22 |
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| Meta Platforms Cl A (META) | 0.3 | $510k | +69% | 891.00 | 572.25 |
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| Global X Fds Global X Uranium (URA) | 0.3 | $503k | +17% | 18k | 28.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $486k | +5% | 4.2k | 116.97 |
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| Pfizer (PFE) | 0.3 | $474k | +4% | 16k | 28.94 |
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| National Fuel Gas (NFG) | 0.3 | $461k | 7.6k | 60.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $452k | +44% | 983.00 | 460.26 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.3 | $430k | +17% | 17k | 25.75 |
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| Oracle Corporation (ORCL) | 0.3 | $426k | 2.5k | 170.40 |
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| Vici Pptys (VICI) | 0.3 | $421k | +3% | 13k | 33.31 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $404k | 3.4k | 117.28 |
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| Broadcom (AVGO) | 0.2 | $398k | +1082% | 2.3k | 172.50 |
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| Aon Shs Cl A (AON) | 0.2 | $398k | +3% | 1.1k | 345.99 |
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| Visa Com Cl A (V) | 0.2 | $378k | +27% | 1.4k | 274.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $336k | +29% | 6.4k | 52.81 |
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| MetLife (MET) | 0.2 | $326k | +2% | 3.9k | 82.48 |
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| Walt Disney Company (DIS) | 0.2 | $319k | +7% | 3.3k | 96.19 |
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| Becton, Dickinson and (BDX) | 0.2 | $316k | +3% | 1.3k | 241.10 |
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| Chevron Corporation (CVX) | 0.2 | $309k | +22% | 2.1k | 147.27 |
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| PPG Industries (PPG) | 0.2 | $298k | NEW | 2.2k | 132.46 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $294k | -9% | 3.0k | 97.43 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $284k | 6.9k | 41.28 |
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| Smucker J M Com New (SJM) | 0.2 | $281k | 2.3k | 121.10 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $272k | 2.5k | 108.61 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $270k | NEW | 462.00 | 584.56 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $268k | 1.0k | 263.29 |
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| Polaris Industries (PII) | 0.2 | $267k | 3.2k | 83.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $266k | NEW | 1.6k | 167.19 |
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| Flowers Foods (FLO) | 0.2 | $266k | 12k | 23.07 |
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| Wal-Mart Stores (WMT) | 0.2 | $263k | NEW | 3.3k | 80.75 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $254k | NEW | 1.7k | 149.64 |
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| PG&E Corporation (PCG) | 0.1 | $252k | +2% | 13k | 19.77 |
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| Costco Wholesale Corporation (COST) | 0.1 | $250k | NEW | 282.00 | 886.52 |
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| Clover Health Investments Com Cl A (CLOV) | 0.1 | $240k | -52% | 85k | 2.82 |
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| Hancock Holding Company (HWC) | 0.1 | $236k | -3% | 4.6k | 51.17 |
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| Abbott Laboratories (ABT) | 0.1 | $231k | -30% | 2.0k | 114.01 |
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| Eli Lilly & Co. (LLY) | 0.1 | $230k | NEW | 260.00 | 885.94 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $224k | NEW | 2.2k | 101.32 |
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| Enterprise Products Partners (EPD) | 0.1 | $220k | +7% | 7.6k | 29.11 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $209k | 2.4k | 88.72 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $205k | 3.4k | 59.74 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $148k | +45% | 17k | 8.96 |
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| 23andme Holding Class A Com (ME) | 0.1 | $136k | +178% | 390k | 0.35 |
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| Alvotech Ordinary Shares (ALVO) | 0.1 | $118k | NEW | 44k | 2.71 |
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| Oncology Institu (TOI) | 0.0 | $62k | 188k | 0.33 |
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| Research Frontiers (REFR) | 0.0 | $44k | 20k | 2.19 |
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| Optinose (OPTN) | 0.0 | $19k | 29k | 0.67 |
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| The Oncology Institute *w Exp 99/99/999 (TOIIW) | 0.0 | $3.9k | 193k | 0.02 |
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Past Filings by FreeGulliver
SEC 13F filings are viewable for FreeGulliver going back to 2024
- FreeGulliver 2024 Q3 filed Nov. 12, 2024
- FreeGulliver 2023 Q4 filed Aug. 13, 2024
- FreeGulliver 2024 Q1 filed Aug. 13, 2024
- FreeGulliver 2024 Q2 filed Aug. 13, 2024