FreeGulliver

FreeGulliver as of March 31, 2024

Portfolio Holdings for FreeGulliver

FreeGulliver holds 69 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 37.8 $43M 212k 200.30
Ishares Tr Rus Top 200 Etf (IWL) 7.9 $8.9M 70k 127.12
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 7.4 $8.3M 102k 81.53
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.0 $5.7M 99k 57.38
UnitedHealth (UNH) 4.4 $4.9M 10k 494.70
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $4.2M 23k 182.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $3.3M 41k 80.63
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 2.6 $2.9M 130k 22.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.7 $1.9M 20k 94.66
First Horizon National Corporation (FHN) 1.4 $1.6M 102k 15.40
SYSCO Corporation (SYY) 1.4 $1.6M 19k 81.18
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.5M 7.3k 205.72
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.4M 5.7k 249.88
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.2M 5.8k 210.32
Coca-Cola Company (KO) 1.0 $1.1M 19k 61.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.1M 2.0k 523.07
Ishares Tr Core S&p500 Etf (IVV) 0.9 $979k 1.9k 525.91
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $961k 9.7k 99.43
Northrop Grumman Corporation (NOC) 0.9 $957k 2.0k 478.66
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $914k 15k 61.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $870k 3.3k 259.92
Vanguard Index Fds Small Cp Etf (VB) 0.8 $859k 3.8k 228.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $820k 1.7k 480.83
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $753k 10k 73.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $685k 1.5k 444.08
Microsoft Corporation (MSFT) 0.6 $672k 1.6k 420.80
Apple (AAPL) 0.5 $565k 3.3k 171.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $553k 9.2k 60.30
Crescent Energy Company Cl A Com (CRGY) 0.4 $467k 39k 11.90
Exxon Mobil Corporation (XOM) 0.4 $433k 3.7k 116.24
Pfizer (PFE) 0.4 $431k 16k 27.75
Kkr & Co (KKR) 0.4 $425k 4.2k 100.58
First Tr Exchange-traded Wtr Etf (FIW) 0.4 $420k 4.1k 102.11
National Fuel Gas (NFG) 0.4 $408k 7.6k 53.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $390k 3.4k 114.16
3M Company (MMM) 0.3 $389k 3.7k 106.07
Vici Pptys (VICI) 0.3 $358k 12k 29.79
Sun Life Financial (SLF) 0.3 $321k 5.9k 54.58
Walt Disney Company (DIS) 0.3 $309k 2.5k 122.36
ABM Industries (ABM) 0.3 $308k 6.9k 44.62
Oncology Institu (TOI) 0.3 $297k 188k 1.58
Becton, Dickinson and (BDX) 0.3 $297k 1.2k 247.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $289k 3.3k 86.49
MetLife (MET) 0.3 $286k 3.9k 74.11
Ishares Tr Investment Grade (IGEB) 0.3 $284k 6.3k 44.85
Abbott Laboratories (ABT) 0.3 $284k 2.5k 113.66
McDonald's Corporation (MCD) 0.3 $282k 1.0k 281.95
Smucker J M Com New (SJM) 0.2 $277k 2.2k 125.87
Mccormick & Co Com Non Vtg (MKC) 0.2 $277k 3.6k 76.81
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $275k 2.5k 110.56
Alphabet Cap Stk Cl A (GOOGL) 0.2 $275k 1.8k 150.93
Flowers Foods (FLO) 0.2 $273k 12k 23.75
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $270k 19k 13.87
C H Robinson Worldwide Com New (CHRW) 0.2 $267k 3.5k 76.14
Amazon (AMZN) 0.2 $251k 1.4k 180.38
Vanguard Index Fds Large Cap Etf (VV) 0.2 $240k 1.0k 239.76
Walgreen Boots Alliance (WBA) 0.2 $234k 11k 21.69
Polaris Industries (PII) 0.2 $220k 2.2k 100.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $219k 4.4k 50.17
Archer Daniels Midland Company (ADM) 0.2 $214k 3.4k 62.81
PG&E Corporation (PCG) 0.2 $208k 12k 16.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $205k 5.7k 35.84
Clover Health Investments Com Cl A (CLOV) 0.1 $143k 180k 0.79
Alvotech *w Exp 99/99/999 (ALVOW) 0.1 $104k 32k 3.30
Churchill Capital Corp Iii-a (MPLN) 0.1 $87k 108k 0.81
23andme Holding Class A Com (ME) 0.1 $75k 140k 0.53
Research Frontiers (REFR) 0.0 $26k 20k 1.30
The Oncology Institute *w Exp 99/99/999 (TOIIW) 0.0 $23k 116k 0.20
Optinose (OPTN) 0.0 $15k 11k 1.46