Freedom Wealth Alliance

Freedom Wealth Alliance as of March 31, 2023

Portfolio Holdings for Freedom Wealth Alliance

Freedom Wealth Alliance holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 18.9 $13M 262k 47.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 10.4 $6.9M 146k 47.32
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 8.9 $5.9M 95k 62.30
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.4 $4.2M 68k 62.34
Amplify Etf Tr High Income (YYY) 5.8 $3.8M 330k 11.66
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.7 $3.8M 42k 91.82
Apple (AAPL) 4.0 $2.7M 16k 164.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.1 $2.0M 42k 48.15
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $2.0M 9.8k 204.10
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.4 $1.6M 22k 72.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $1.3M 36k 34.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $1.1M 20k 54.60
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 1.4 $959k 53k 18.22
Microsoft Corporation (MSFT) 1.2 $811k 2.8k 288.28
Wec Energy Group (WEC) 1.1 $717k 7.6k 94.79
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.0 $689k 15k 44.87
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $676k 13k 50.66
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.0 $674k 14k 46.82
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $667k 14k 46.91
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $640k 6.5k 99.25
Vaneck Etf Trust Cef Muni Income (XMPT) 1.0 $633k 29k 21.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $582k 7.9k 73.83
Blackstone Group Inc Com Cl A (BX) 0.8 $515k 5.9k 87.84
Abbvie (ABBV) 0.7 $499k 3.1k 159.39
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.7 $454k 26k 17.51
Devon Energy Corporation (DVN) 0.6 $425k 8.4k 50.61
Intel Corporation (INTC) 0.6 $406k 12k 32.67
Amazon (AMZN) 0.6 $398k 3.9k 103.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $390k 9.6k 40.40
Cresud S A C I F Y A Sponsored Adr (CRESY) 0.5 $359k 56k 6.37
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.5 $354k 14k 25.25
International Business Machines (IBM) 0.5 $353k 2.7k 131.07
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $352k 7.4k 47.55
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $344k 14k 25.04
Tegna (TGNA) 0.5 $329k 20k 16.91
Spdr Ser Tr Bloomberg Short (BWZ) 0.5 $321k 12k 27.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $312k 3.9k 80.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $311k 4.1k 76.23
Honeywell International (HON) 0.5 $302k 1.6k 191.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $295k 955.00 308.77
Viavi Solutions Inc equities (VIAV) 0.4 $286k 26k 10.83
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.4 $277k 15k 18.87
First Tr Exchange-traded Multi Asset Di (MDIV) 0.4 $274k 19k 14.66
Visa Com Cl A (V) 0.4 $264k 1.2k 225.46
Advisorshares Tr Ranger Equity Be (HDGE) 0.4 $257k 10k 25.43
Deere & Company (DE) 0.4 $253k 612.00 412.82
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $248k 5.1k 48.79
Mueller Wtr Prods Com Ser A (MWA) 0.4 $247k 18k 13.94
Alphabet Cap Stk Cl A (GOOGL) 0.4 $233k 2.2k 103.73
First Tr Value Line Divid In SHS (FVD) 0.3 $229k 5.7k 40.16
Duff & Phelps Global (DPG) 0.3 $227k 17k 13.33
Sprott Etf Trust Gold Miners Etf (SGDM) 0.3 $223k 7.9k 28.24
Hp (HPQ) 0.3 $219k 7.5k 29.35
Adtran Holdings (ADTN) 0.3 $215k 14k 15.86
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $214k 2.8k 76.18
MGE Energy (MGEE) 0.3 $214k 2.8k 77.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $212k 2.9k 73.16
Qualcomm (QCOM) 0.3 $207k 1.6k 127.58
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.2 $164k 45k 3.66
OraSure Technologies (OSUR) 0.2 $155k 26k 6.05
Arbor Realty Trust (ABR) 0.2 $150k 13k 11.49
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.2 $120k 10k 11.79
Aravive 0.0 $28k 14k 2.00