Byrne Financial Freedom

Byrne Financial Freedom as of June 30, 2025

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 9.7 $20M 89k 219.39
Ark Etf Tr Innovation Etf (ARKK) 5.7 $11M 161k 70.29
Alphabet Cap Stk Cl C (GOOG) 5.2 $11M 59k 177.39
Microsoft Corporation (MSFT) 4.7 $9.4M 19k 497.41
Palantir Technologies Cl A (PLTR) 4.2 $8.3M 61k 136.32
Nuveen Insured Tax-Free Adv Munici (NEA) 3.7 $7.5M 685k 10.92
Apple (AAPL) 3.7 $7.4M 36k 205.17
Ark Etf Tr Fintech Innova (ARKF) 3.7 $7.4M 147k 50.24
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 3.6 $7.1M 174k 41.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.4 $6.7M 30k 227.10
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 3.2 $6.3M 116k 54.31
Wal-Mart Stores (WMT) 3.0 $6.0M 61k 97.78
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.7 $5.4M 105k 51.50
Costco Wholesale Corporation (COST) 2.4 $4.8M 4.9k 989.91
Invesco Exchange Traded Fd T Dorsey Wright He (PTH) 2.3 $4.5M 116k 38.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $4.4M 8.0k 551.65
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 1.8 $3.7M 64k 57.79
Wisdomtree Tr Cloud Computng (WCLD) 1.7 $3.4M 95k 36.14
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.7 $3.4M 36k 93.79
Victory Portfolios Ii Shares Free Cash (VFLO) 1.7 $3.3M 94k 35.35
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $2.8M 29k 95.32
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.4 $2.7M 74k 36.79
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.3 $2.7M 54k 49.76
Global X Fds Us Infr Dev Etf (PAVE) 1.3 $2.6M 59k 43.58
NVIDIA Corporation (NVDA) 1.1 $2.3M 15k 157.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.2M 3.5k 617.92
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $2.0M 42k 48.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $2.0M 9.1k 217.32
Amphenol Corp Cl A (APH) 0.9 $1.7M 17k 98.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $1.7M 21k 80.97
Intuit (INTU) 0.8 $1.6M 2.0k 787.55
Select Sector Spdr Tr Technology (XLK) 0.8 $1.6M 6.2k 253.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.3M 9.8k 134.79
Spdr Series Trust Aerospace Def (XAR) 0.6 $1.3M 6.1k 210.94
JPMorgan Chase & Co. (JPM) 0.6 $1.2M 4.2k 289.93
International Business Machines (IBM) 0.6 $1.2M 4.0k 294.77
Select Sector Spdr Tr Financial (XLF) 0.5 $1.1M 21k 52.37
Qualcomm (QCOM) 0.5 $1.1M 6.8k 159.26
Home Depot (HD) 0.5 $1.1M 2.9k 366.69
Fortinet (FTNT) 0.5 $959k 9.1k 105.72
Paypal Holdings (PYPL) 0.5 $956k 13k 74.32
Oracle Corporation (ORCL) 0.4 $863k 3.9k 218.64
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.4 $859k 20k 43.29
Palo Alto Networks (PANW) 0.4 $845k 4.1k 204.64
Global X Fds Artificial Etf (AIQ) 0.4 $717k 16k 43.69
Unity Software (U) 0.3 $700k 29k 24.20
Ishares Tr Expanded Tech (IGV) 0.3 $689k 6.3k 109.51
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $654k 5.7k 114.27
Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.3 $647k 27k 24.35
Broadcom (AVGO) 0.3 $643k 2.3k 275.61
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $634k 13k 50.68
Ge Aerospace Com New (GE) 0.3 $618k 2.4k 257.39
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $618k 13k 47.47
Meta Platforms Cl A (META) 0.3 $605k 820.00 737.94
Thermo Fisher Scientific (TMO) 0.3 $572k 1.4k 405.42
Adobe Systems Incorporated (ADBE) 0.3 $542k 1.4k 386.88
Johnson & Johnson (JNJ) 0.3 $519k 3.4k 152.76
Dell Technologies CL C (DELL) 0.3 $517k 4.2k 122.58
Exxon Mobil Corporation (XOM) 0.3 $500k 4.6k 107.80
Boeing Company (BA) 0.2 $439k 2.1k 209.49
Cisco Systems (CSCO) 0.2 $434k 6.3k 69.38
Axon Enterprise (AXON) 0.2 $420k 507.00 827.94
Wells Fargo & Company (WFC) 0.2 $414k 5.2k 80.13
Lowe's Companies (LOW) 0.2 $408k 1.8k 221.87
Uber Technologies (UBER) 0.2 $407k 4.4k 93.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $399k 1.8k 226.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $384k 9.5k 40.49
Abbvie (ABBV) 0.2 $369k 2.0k 185.66
Raytheon Technologies Corp (RTX) 0.2 $368k 2.5k 146.05
Tesla Motors (TSLA) 0.2 $365k 1.1k 317.66
Eli Lilly & Co. (LLY) 0.2 $354k 454.00 778.82
Spdr Series Trust S&p Biotech (XBI) 0.2 $348k 4.2k 82.93
Select Sector Spdr Tr Indl (XLI) 0.2 $344k 2.3k 147.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $344k 1.9k 176.25
Spdr Series Trust S&p Homebuild (XHB) 0.2 $341k 3.5k 98.58
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $340k 1.7k 204.70
Bank of America Corporation (BAC) 0.2 $336k 7.1k 47.32
Lockheed Martin Corporation (LMT) 0.2 $330k 712.00 463.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $313k 5.0k 62.02
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $306k 6.0k 51.36
Ge Vernova (GEV) 0.1 $284k 537.00 529.15
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $269k 4.3k 62.64
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $267k 5.1k 52.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $263k 861.00 304.83
TJX Companies (TJX) 0.1 $254k 2.1k 123.47
Metropcs Communications (TMUS) 0.1 $249k 1.0k 238.24
salesforce (CRM) 0.1 $232k 849.00 272.72
Southern Company (SO) 0.1 $228k 2.5k 91.84
Pepsi (PEP) 0.1 $223k 1.7k 132.02
Nike CL B (NKE) 0.1 $217k 3.1k 71.04
Nuveen Massachusetts Pre Income Mun (NMT) 0.1 $212k 18k 11.76
BioMarin Pharmaceutical (BMRN) 0.1 $212k 3.9k 54.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $209k 687.00 303.83
Verizon Communications (VZ) 0.1 $207k 4.8k 43.27
Texas Instruments Incorporated (TXN) 0.1 $207k 996.00 207.62
Progressive Corporation (PGR) 0.1 $203k 760.00 266.82
Arbor Realty Trust (ABR) 0.1 $166k 16k 10.70
Flaherty & Crumrine Pref. Income (PFD) 0.1 $120k 11k 11.31
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $94k 10k 9.25
Aurora Innovation Class A Com (AUR) 0.0 $73k 14k 5.24