Freedom Financial Partners

Freedom Financial Partners as of March 31, 2025

Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 76 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
American Centy Etf Tr Us Eqt Etf (AVUS) 10.2 $22M 238k 92.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.8 $21M 41k 513.91
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.1 $15M 231k 66.27
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 6.4 $14M 564k 24.48
Apple (AAPL) 6.3 $13M 61k 222.13
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $11M 41k 258.62
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 3.7 $8.1M 282k 28.54
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.7 $8.0M 357k 22.45
Vanguard Index Fds Growth Etf (VUG) 3.5 $7.5M 20k 370.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $7.4M 226k 32.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $7.1M 157k 45.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.2 $6.9M 115k 60.17
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 2.8 $6.0M 229k 26.28
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 2.3 $5.0M 89k 55.98
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.2 $4.7M 117k 40.29
Pimco Etf Tr Active Bd Etf (BOND) 2.0 $4.2M 45k 92.47
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.7 $3.6M 105k 33.86
Strategic Trust Running Gwth Etf (RUNN) 1.6 $3.5M 108k 32.43
Ecolab (ECL) 1.5 $3.2M 13k 253.51
Wp Carey (WPC) 1.3 $2.9M 46k 63.11
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 1.2 $2.6M 38k 67.19
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.2M 80k 26.89
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.9 $1.9M 70k 26.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.6M 14k 108.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $1.5M 30k 50.63
Entegris (ENTG) 0.7 $1.5M 17k 87.48
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.7 $1.4M 17k 82.20
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $1.4M 18k 78.85
Amazon (AMZN) 0.6 $1.4M 7.2k 190.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 59k 21.53
Ishares Tr Select Divid Etf (DVY) 0.6 $1.2M 9.3k 134.29
Vanguard Index Fds Value Etf (VTV) 0.6 $1.2M 7.1k 172.73
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 5.4k 221.77
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.2M 8.6k 135.68
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $979k 51k 19.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $949k 19k 50.83
Microsoft Corporation (MSFT) 0.4 $944k 2.5k 375.40
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $883k 17k 51.55
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.4 $832k 24k 34.82
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $795k 8.3k 95.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $744k 1.6k 469.04
Pepsi (PEP) 0.3 $743k 5.0k 149.95
NVIDIA Corporation (NVDA) 0.3 $703k 6.5k 108.38
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $642k 37k 17.59
First Tr Exchange-traded Multi Asset Di (MDIV) 0.3 $576k 35k 16.35
Xcel Energy (XEL) 0.2 $534k 7.5k 70.79
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $529k 31k 17.22
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $523k 15k 35.81
Tesla Motors (TSLA) 0.2 $493k 1.9k 259.16
Johnson & Johnson (JNJ) 0.2 $485k 2.9k 165.85
Procter & Gamble Company (PG) 0.2 $483k 2.8k 170.42
Spdr Gold Tr Gold Shs (GLD) 0.2 $473k 1.6k 288.14
Delta Air Lines Inc Del Com New (DAL) 0.2 $473k 11k 43.60
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $458k 12k 38.44
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $377k 2.0k 192.98
Us Bancorp Del Com New (USB) 0.2 $374k 8.9k 42.22
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $356k 847.00 419.76
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $352k 1.7k 211.47
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $344k 8.0k 42.78
Dimensional Etf Trust International (DFSI) 0.2 $339k 9.7k 34.89
JPMorgan Chase & Co. (JPM) 0.1 $298k 1.2k 245.23
Main Street Capital Corporation (MAIN) 0.1 $276k 4.9k 56.56
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $275k 8.2k 33.68
Caterpillar (CAT) 0.1 $268k 813.00 329.64
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $239k 651.00 366.54
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $238k 9.5k 25.06
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $234k 5.2k 44.88
Travelers Companies (TRV) 0.1 $227k 860.00 264.33
Waste Management (WM) 0.1 $221k 952.00 231.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $217k 1.2k 186.25
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $213k 6.8k 31.23
Fastenal Company (FAST) 0.1 $207k 2.7k 77.55
Costco Wholesale Corporation (COST) 0.1 $206k 218.00 944.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $205k 3.5k 58.98
Enterprise Products Partners (EPD) 0.1 $205k 6.0k 34.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $200k 1.2k 160.49