Byrne Financial Freedom

Byrne Financial Freedom as of March 31, 2025

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 97 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 9.5 $17M 88k 190.26
Alphabet Cap Stk Cl C (GOOG) 5.1 $8.9M 57k 156.23
Apple (AAPL) 4.5 $7.9M 36k 222.13
Ark Etf Tr Innovation Etf (ARKK) 4.4 $7.7M 163k 47.58
Nuveen Insured Tax-Free Adv Munici (NEA) 4.4 $7.7M 686k 11.20
Microsoft Corporation (MSFT) 4.0 $7.0M 19k 375.40
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 4.0 $7.0M 177k 39.39
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 3.6 $6.3M 118k 53.01
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.1 $5.5M 63k 88.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.1 $5.5M 29k 193.02
Wal-Mart Stores (WMT) 3.0 $5.2M 60k 87.79
Ark Etf Tr Fintech Innova (ARKF) 2.7 $4.8M 144k 33.26
Palantir Technologies Cl A (PLTR) 2.7 $4.8M 57k 84.40
Invesco Exchange Traded Fd T Dorsey Wright He (PTH) 2.7 $4.7M 119k 39.46
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.6 $4.6M 93k 49.36
Costco Wholesale Corporation (COST) 2.5 $4.4M 4.7k 945.76
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.1 $3.6M 33k 110.18
Victory Portfolios Ii Shares Free Cash (VFLO) 2.0 $3.6M 104k 34.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $3.5M 7.5k 468.95
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 2.0 $3.5M 62k 56.16
Wisdomtree Tr Cloud Computng (WCLD) 1.7 $3.0M 94k 32.45
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.5 $2.6M 53k 49.73
UnitedHealth (UNH) 1.4 $2.4M 4.6k 523.70
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $2.3M 29k 80.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.1M 3.7k 559.36
Global X Fds Us Infr Dev Etf (PAVE) 1.2 $2.0M 54k 37.73
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $1.7M 8.6k 197.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $1.5M 10k 146.01
NVIDIA Corporation (NVDA) 0.8 $1.4M 13k 108.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $1.3M 16k 81.67
Select Sector Spdr Tr Technology (XLK) 0.7 $1.3M 6.3k 206.48
Intuit (INTU) 0.7 $1.2M 2.0k 614.02
Amphenol Corp Cl A (APH) 0.6 $1.1M 17k 65.59
Qualcomm (QCOM) 0.6 $1.1M 7.4k 153.61
International Business Machines (IBM) 0.6 $1.1M 4.5k 248.66
Home Depot (HD) 0.6 $1.1M 2.9k 366.53
Select Sector Spdr Tr Financial (XLF) 0.6 $1.1M 21k 49.81
JPMorgan Chase & Co. (JPM) 0.6 $1.0M 4.3k 245.31
Spdr Ser Tr Aerospace Def (XAR) 0.6 $986k 6.1k 160.69
Thermo Fisher Scientific (TMO) 0.6 $978k 2.0k 497.53
Paypal Holdings (PYPL) 0.6 $974k 15k 65.25
Fortinet (FTNT) 0.5 $873k 9.1k 96.26
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.5 $842k 21k 40.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $805k 16k 50.63
Unity Software (U) 0.4 $669k 34k 19.59
Palo Alto Networks (PANW) 0.4 $663k 3.9k 170.64
Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.4 $646k 27k 23.83
Oracle Corporation (ORCL) 0.4 $622k 4.4k 139.82
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $593k 14k 43.71
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.3 $573k 17k 33.21
Johnson & Johnson (JNJ) 0.3 $562k 3.4k 165.86
Exxon Mobil Corporation (XOM) 0.3 $552k 4.6k 118.93
Adobe Systems Incorporated (ADBE) 0.3 $538k 1.4k 383.53
Ishares Tr Expanded Tech (IGV) 0.3 $453k 5.1k 88.99
Meta Platforms Cl A (META) 0.3 $447k 775.00 576.15
Lowe's Companies (LOW) 0.2 $429k 1.8k 233.23
Abbvie (ABBV) 0.2 $419k 2.0k 209.57
Cisco Systems (CSCO) 0.2 $418k 6.8k 61.71
Eli Lilly & Co. (LLY) 0.2 $375k 453.00 826.70
Dell Technologies CL C (DELL) 0.2 $374k 4.1k 91.14
Wells Fargo & Company (WFC) 0.2 $371k 5.2k 71.80
Spdr Ser Tr S&p Biotech (XBI) 0.2 $370k 4.6k 81.10
Broadcom (AVGO) 0.2 $345k 2.1k 167.41
Boeing Company (BA) 0.2 $340k 2.0k 170.51
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $335k 3.5k 96.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $326k 9.0k 36.41
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $323k 1.7k 194.01
Lockheed Martin Corporation (LMT) 0.2 $318k 712.00 446.93
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $307k 6.0k 51.55
Select Sector Spdr Tr Indl (XLI) 0.2 $305k 2.3k 131.05
Alphabet Cap Stk Cl A (GOOGL) 0.2 $301k 1.9k 154.65
Bank of America Corporation (BAC) 0.2 $301k 7.2k 41.73
Raytheon Technologies Corp (RTX) 0.2 $299k 2.3k 132.46
Uber Technologies (UBER) 0.2 $299k 4.1k 72.86
Tesla Motors (TSLA) 0.2 $295k 1.1k 259.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $294k 5.0k 58.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $289k 1.7k 166.00
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $289k 4.8k 60.19
Metropcs Communications (TMUS) 0.2 $277k 1.0k 266.72
BioMarin Pharmaceutical (BMRN) 0.2 $272k 3.9k 70.69
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $261k 5.1k 51.07
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $252k 3.5k 71.63
Pepsi (PEP) 0.1 $252k 1.7k 149.90
TJX Companies (TJX) 0.1 $251k 2.1k 121.77
Spdr Gold Tr Gold Shs (GLD) 0.1 $248k 861.00 288.14
Southern Company (SO) 0.1 $248k 2.7k 91.94
salesforce (CRM) 0.1 $230k 856.00 268.38
Progressive Corporation (PGR) 0.1 $228k 805.00 282.92
Nuveen Massachusetts Pre Income Mun (NMT) 0.1 $218k 18k 11.84
Verizon Communications (VZ) 0.1 $216k 4.8k 45.36
Automatic Data Processing (ADP) 0.1 $216k 708.00 305.44
Axon Enterprise (AXON) 0.1 $203k 385.00 525.95
Walt Disney Company (DIS) 0.1 $200k 2.0k 98.72
Arbor Realty Trust (ABR) 0.1 $169k 14k 11.75
Flaherty & Crumrine Pref. Income (PFD) 0.1 $119k 11k 11.22
Aurora Innovation Class A Com (AUR) 0.1 $94k 14k 6.72
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.1 $94k 10k 9.22