FreeGulliver
Latest statistics and disclosures from FreeGulliver's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, IWL, VIGI, VIG, JHMM, and represent 56.17% of FreeGulliver's stock portfolio.
- Added to shares of these 10 stocks: SPTM (+$6.3M), IWL, VIG, VIGI, JHMM, BUFG, IGEB, IEF, SPDW, AAPL.
- Started 18 new stock positions in KOF, URA, V, CVX, SJNK, MUB, ORCL, SPEM, BRK.B, NEXT. AON, BOAT, EPD, SPAB, HWC, AVGO, META, SPTM.
- Reduced shares in these 5 stocks: , CHRW, CRGY, MMM, KO.
- Sold out of its positions in CHRW, STIP.
- FreeGulliver was a net buyer of stock by $33M.
- FreeGulliver has $146M in assets under management (AUM), dropping by 29.91%.
- Central Index Key (CIK): 0002032561
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Portfolio Holdings for FreeGulliver
FreeGulliver holds 85 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 29.4 | $43M | 212k | 202.26 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 9.5 | $14M | +47% | 103k | 133.95 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 7.5 | $11M | +32% | 135k | 81.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.0 | $7.3M | +71% | 40k | 182.55 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 4.9 | $7.1M | +31% | 130k | 55.04 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 4.3 | $6.3M | NEW | 95k | 66.35 |
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| UnitedHealth (UNH) | 3.5 | $5.1M | 10k | 509.26 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 3.2 | $4.7M | +54% | 201k | 23.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.7 | $4.0M | +23% | 51k | 77.76 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.2 | $3.2M | +70% | 34k | 93.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $2.0M | +44% | 8.3k | 242.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $1.9M | +19% | 8.6k | 215.01 |
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| Ishares Tr Investment Grade (IGEB) | 1.2 | $1.8M | +522% | 40k | 44.36 |
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| First Horizon National Corporation (FHN) | 1.1 | $1.6M | 102k | 15.77 |
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| Apple (AAPL) | 1.1 | $1.6M | +124% | 7.4k | 210.62 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.0 | $1.5M | +81% | 19k | 80.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.4M | +31% | 2.7k | 544.22 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.0 | $1.4M | +49% | 22k | 64.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.4M | +21% | 7.0k | 202.90 |
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| SYSCO Corporation (SYY) | 0.9 | $1.4M | 19k | 71.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.2M | +18% | 2.2k | 547.39 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $1.2M | +475% | 33k | 35.08 |
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| Coca-Cola Company (KO) | 0.7 | $1.0M | -11% | 16k | 63.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $983k | +32% | 2.1k | 479.19 |
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| Microsoft Corporation (MSFT) | 0.6 | $947k | +32% | 2.1k | 447.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $912k | 3.4k | 267.53 |
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| Northrop Grumman Corporation (NOC) | 0.6 | $872k | 2.0k | 435.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $856k | 1.7k | 500.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $849k | +3% | 3.9k | 218.04 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $710k | +28% | 12k | 60.30 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.4 | $634k | +54% | 6.3k | 99.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $606k | +82% | 3.3k | 182.16 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $572k | +109% | 41k | 14.05 |
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| Amazon (AMZN) | 0.3 | $477k | +77% | 2.5k | 193.25 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $447k | +4% | 3.9k | 115.14 |
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| Kkr & Co (KKR) | 0.3 | $445k | 4.2k | 105.25 |
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| Pfizer (PFE) | 0.3 | $438k | 16k | 27.98 |
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| Global X Fds Global X Uranium (URA) | 0.3 | $433k | NEW | 15k | 28.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $419k | +57% | 3.9k | 106.68 |
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| National Fuel Gas (NFG) | 0.3 | $412k | 7.6k | 54.19 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $378k | 3.4k | 110.38 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $356k | NEW | 14k | 24.97 |
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| Vici Pptys (VICI) | 0.2 | $351k | 12k | 28.64 |
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| Oracle Corporation (ORCL) | 0.2 | $350k | NEW | 2.5k | 141.20 |
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| ABM Industries (ABM) | 0.2 | $349k | 6.9k | 50.57 |
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| Aon Shs Cl A (AON) | 0.2 | $327k | NEW | 1.1k | 293.58 |
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| Broadcom (AVGO) | 0.2 | $313k | NEW | 195.00 | 1605.53 |
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| Walt Disney Company (DIS) | 0.2 | $306k | +22% | 3.1k | 99.29 |
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| Abbott Laboratories (ABT) | 0.2 | $303k | +16% | 2.9k | 103.91 |
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| McDonald's Corporation (MCD) | 0.2 | $298k | +17% | 1.2k | 254.84 |
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| Becton, Dickinson and (BDX) | 0.2 | $297k | +5% | 1.3k | 233.71 |
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| Sun Life Financial (SLF) | 0.2 | $288k | 5.9k | 48.99 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.2 | $287k | -38% | 24k | 11.85 |
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| Visa Com Cl A (V) | 0.2 | $284k | NEW | 1.1k | 262.63 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $280k | 3.3k | 83.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $277k | NEW | 680.00 | 406.80 |
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| MetLife (MET) | 0.2 | $271k | 3.9k | 70.19 |
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| Chevron Corporation (CVX) | 0.2 | $268k | NEW | 1.7k | 156.46 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $266k | NEW | 2.5k | 106.58 |
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| Meta Platforms Cl A (META) | 0.2 | $265k | NEW | 525.00 | 504.70 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $265k | +3% | 3.7k | 70.94 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $259k | NEW | 6.9k | 37.67 |
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| Flowers Foods (FLO) | 0.2 | $255k | 12k | 22.20 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $253k | 1.0k | 249.62 |
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| Smucker J M Com New (SJM) | 0.2 | $251k | +4% | 2.3k | 109.04 |
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| Polaris Industries (PII) | 0.2 | $251k | +45% | 3.2k | 78.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $242k | +12% | 4.9k | 49.42 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $240k | NEW | 9.6k | 25.09 |
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| Hancock Holding Company (HWC) | 0.2 | $230k | NEW | 4.8k | 47.83 |
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| Clover Health Investments Com Cl A (CLOV) | 0.2 | $221k | 180k | 1.23 |
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| 3M Company (MMM) | 0.2 | $221k | -41% | 2.2k | 102.19 |
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| PG&E Corporation (PCG) | 0.1 | $217k | 12k | 17.46 |
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| Tidal Etf Tr Sonicshares Gbl (BOAT) | 0.1 | $208k | NEW | 5.7k | 36.57 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $206k | 3.4k | 60.45 |
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| Enterprise Products Partners (EPD) | 0.1 | $204k | NEW | 7.0k | 28.98 |
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| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.1 | $201k | NEW | 2.3k | 85.84 |
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| Nextdecade Corp (NEXT) | 0.1 | $147k | NEW | 19k | 7.94 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $137k | +4% | 11k | 12.10 |
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| Alvotech *w Exp 99/99/999 (ALVOW) | 0.1 | $131k | +38% | 44k | 2.99 |
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| Oncology Institu (TOI) | 0.1 | $87k | 188k | 0.46 |
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| 23andme Holding Class A Com (ME) | 0.0 | $55k | 140k | 0.39 |
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| Churchill Capital Corp Iii-a (MPLN) | 0.0 | $42k | 108k | 0.39 |
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| Research Frontiers (REFR) | 0.0 | $37k | 20k | 1.84 |
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| Optinose (OPTN) | 0.0 | $30k | +172% | 29k | 1.04 |
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| The Oncology Institute *w Exp 99/99/999 (TOIIW) | 0.0 | $5.1k | +66% | 193k | 0.03 |
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Past Filings by FreeGulliver
SEC 13F filings are viewable for FreeGulliver going back to 2024
- FreeGulliver 2023 Q4 filed Aug. 13, 2024
- FreeGulliver 2024 Q1 filed Aug. 13, 2024
- FreeGulliver 2024 Q2 filed Aug. 13, 2024