Byrne Financial Freedom

Byrne Financial Freedom as of Dec. 31, 2024

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 99 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.7 $20M 89k 219.39
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 4.8 $11M 158k 68.62
Alphabet Cap Stk Cl C (GOOG) 4.8 $11M 57k 190.44
Ark Etf Tr Innovation Etf (ARKK) 4.2 $9.3M 164k 56.77
Apple (AAPL) 4.1 $9.2M 37k 250.42
Palantir Technologies Cl A (PLTR) 3.7 $8.4M 111k 75.63
Microsoft Corporation (MSFT) 3.5 $8.0M 19k 421.51
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 3.3 $7.5M 179k 41.61
Nuveen Insured Tax-Free Adv Munici (NEA) 3.2 $7.3M 644k 11.28
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.2 $7.2M 275k 26.19
International Business Machines (IBM) 3.1 $6.9M 31k 219.83
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 2.9 $6.6M 122k 54.31
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $5.6M 61k 92.73
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.4 $5.5M 110k 49.67
Wal-Mart Stores (WMT) 2.4 $5.4M 60k 90.35
Ark Etf Tr Fintech Innova (ARKF) 2.4 $5.4M 145k 37.05
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 2.3 $5.1M 112k 45.76
Invesco Exchange Traded Fd T Dorsey Wright He (PTH) 2.1 $4.8M 121k 40.04
Costco Wholesale Corporation (COST) 1.9 $4.2M 4.6k 916.24
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 1.7 $3.8M 64k 59.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.8M 7.3k 511.26
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.6 $3.6M 33k 110.29
Victory Portfolios Ii Shares Free Cash (VFLO) 1.6 $3.5M 103k 34.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.6 $3.5M 17k 210.45
Wisdomtree Tr Cloud Computng (WCLD) 1.6 $3.5M 93k 37.52
Simplify Exchange Traded Fun Health Care Etf (PINK) 1.4 $3.1M 103k 29.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $2.8M 81k 34.13
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 1.2 $2.7M 56k 48.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.5M 29k 87.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.4M 4.0k 586.11
UnitedHealth (UNH) 1.0 $2.3M 4.6k 505.90
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $2.3M 46k 49.55
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $1.9M 8.4k 224.34
NVIDIA Corporation (NVDA) 0.8 $1.8M 13k 134.29
Select Sector Spdr Tr Technology (XLK) 0.7 $1.6M 6.7k 232.52
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $1.5M 38k 40.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.5M 11k 137.57
Intuit (INTU) 0.6 $1.3M 2.0k 628.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $1.2M 15k 78.61
Amphenol Corp Cl A (APH) 0.5 $1.1M 16k 69.45
Home Depot (HD) 0.5 $1.1M 2.9k 388.94
Paypal Holdings (PYPL) 0.5 $1.1M 13k 85.35
Thermo Fisher Scientific (TMO) 0.5 $1.1M 2.1k 520.13
Spdr Ser Tr Aerospace Def (XAR) 0.5 $1.0M 6.2k 165.81
Select Sector Spdr Tr Financial (XLF) 0.4 $1.0M 21k 48.33
JPMorgan Chase & Co. (JPM) 0.4 $998k 4.2k 239.73
Fortinet (FTNT) 0.4 $866k 9.2k 94.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $794k 16k 50.37
Qualcomm (QCOM) 0.3 $761k 5.0k 153.63
Palo Alto Networks (PANW) 0.3 $671k 3.7k 181.96
Oracle Corporation (ORCL) 0.3 $658k 3.9k 166.65
Adobe Systems Incorporated (ADBE) 0.3 $623k 1.4k 444.68
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $585k 13k 45.27
Tesla Motors (TSLA) 0.2 $525k 1.3k 403.84
Meta Platforms Cl A (META) 0.2 $512k 875.00 585.23
Johnson & Johnson (JNJ) 0.2 $497k 3.4k 144.62
Lowe's Companies (LOW) 0.2 $452k 1.8k 246.80
Unity Software (U) 0.2 $437k 20k 22.47
Ishares Tr Expanded Tech (IGV) 0.2 $417k 4.2k 100.12
Spdr Ser Tr S&p Biotech (XBI) 0.2 $411k 4.6k 90.06
Dell Technologies CL C (DELL) 0.2 $410k 3.6k 115.25
Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.2 $406k 17k 23.87
Exxon Mobil Corporation (XOM) 0.2 $381k 3.5k 107.57
Broadcom (AVGO) 0.2 $373k 1.6k 231.88
Alphabet Cap Stk Cl A (GOOGL) 0.2 $369k 1.9k 189.31
Cisco Systems (CSCO) 0.2 $363k 6.1k 59.20
Wells Fargo & Company (WFC) 0.2 $363k 5.2k 70.23
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $362k 3.5k 104.51
Eli Lilly & Co. (LLY) 0.2 $350k 453.00 772.50
Lockheed Martin Corporation (LMT) 0.2 $346k 712.00 486.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $344k 1.7k 197.49
Boeing Company (BA) 0.2 $342k 1.9k 176.96
Abbvie (ABBV) 0.2 $338k 1.9k 177.74
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $328k 1.7k 195.85
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $318k 5.4k 58.35
Bank of America Corporation (BAC) 0.1 $316k 7.2k 43.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $314k 5.0k 62.31
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $308k 6.0k 51.73
Select Sector Spdr Tr Indl (XLI) 0.1 $292k 2.2k 131.76
salesforce (CRM) 0.1 $286k 856.00 334.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $271k 5.3k 51.14
Pepsi (PEP) 0.1 $260k 1.7k 152.02
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $258k 2.2k 115.23
Draftkings Com Cl A (DKNG) 0.1 $257k 6.9k 37.20
Raytheon Technologies Corp (RTX) 0.1 $256k 2.2k 115.71
TJX Companies (TJX) 0.1 $248k 2.1k 120.84
BioMarin Pharmaceutical (BMRN) 0.1 $243k 3.7k 65.73
Southern Company (SO) 0.1 $239k 2.9k 82.33
Walt Disney Company (DIS) 0.1 $236k 2.1k 111.33
Axon Enterprise (AXON) 0.1 $229k 385.00 594.32
Metropcs Communications (TMUS) 0.1 $229k 1.0k 220.63
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.1 $215k 6.2k 34.62
Progressive Corporation (PGR) 0.1 $214k 894.00 239.68
Nuveen Massachusetts Pre Income Mun (NMT) 0.1 $211k 18k 11.50
Deere & Company (DE) 0.1 $209k 492.00 423.75
Automatic Data Processing (ADP) 0.1 $207k 706.00 292.54
Arbor Realty Trust (ABR) 0.1 $195k 14k 13.85
Flaherty & Crumrine Pref. Income (PFD) 0.1 $119k 11k 11.24
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $92k 10k 9.01