FreeGulliver

FreeGulliver as of Dec. 31, 2024

Portfolio Holdings for FreeGulliver

FreeGulliver holds 89 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 24.1 $51M 211k 239.71
Ishares Tr Rus Top 200 Etf (IWL) 13.8 $29M 200k 144.71
Eli Lilly & Co. (LLY) 6.5 $14M 18k 772.00
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.7 $12M 150k 79.99
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $7.5M 39k 195.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $7.3M 12k 586.08
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.2 $6.8M 95k 71.43
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 3.0 $6.3M 256k 24.50
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.4 $5.1M 85k 59.73
UnitedHealth (UNH) 2.4 $5.1M 10k 505.86
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.1 $4.5M 147k 30.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $4.1M 149k 27.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $3.9M 42k 92.45
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.7 $3.6M 30k 123.53
Novo-nordisk A S Adr (NVO) 1.7 $3.6M 42k 86.02
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.6M 9.9k 264.15
Ishares Tr Investment Grade (IGEB) 1.1 $2.3M 51k 44.36
First Horizon National Corporation (FHN) 1.0 $2.0M 101k 20.14
Spdr Gold Tr Gold Shs (GLD) 0.9 $2.0M 8.2k 242.13
Apple (AAPL) 0.9 $2.0M 7.8k 250.43
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.7M 2.9k 588.72
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.7M 7.5k 220.98
SYSCO Corporation (SYY) 0.7 $1.5M 19k 76.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.5M 17k 87.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.3M 2.6k 511.28
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.2M 18k 68.94
Coca-Cola Company (KO) 0.6 $1.2M 20k 62.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $1.1M 33k 34.13
Microsoft Corporation (MSFT) 0.5 $971k 2.3k 421.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $956k 3.3k 289.86
Northrop Grumman Corporation (NOC) 0.4 $943k 2.0k 469.29
Vanguard Index Fds Small Cp Etf (VB) 0.4 $941k 3.9k 240.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $931k 1.7k 538.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $905k 15k 58.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $904k 8.5k 106.84
First Tr Exchange-traded Wtr Etf (FIW) 0.4 $772k 7.6k 102.05
Amazon (AMZN) 0.3 $717k 3.3k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $685k 3.6k 189.34
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $630k 49k 12.99
Kkr & Co (KKR) 0.3 $625k 4.2k 147.94
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $594k 24k 24.99
Clover Health Investments Com Cl A (CLOV) 0.3 $567k 180k 3.15
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $545k 4.7k 115.24
Global X Fds Global X Uranium (URA) 0.2 $514k 19k 26.78
Visa Com Cl A (V) 0.2 $475k 1.5k 316.18
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $466k 18k 25.25
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $437k 3.4k 126.78
Pfizer (PFE) 0.2 $412k 16k 26.53
Archer Daniels Midland Company (ADM) 0.2 $404k 8.0k 50.52
Aon Shs Cl A (AON) 0.2 $400k 1.1k 359.16
Broadcom (AVGO) 0.2 $391k 1.7k 231.84
NVIDIA Corporation (NVDA) 0.2 $378k 2.8k 134.29
Exxon Mobil Corporation (XOM) 0.2 $372k 3.5k 107.59
Vici Pptys (VICI) 0.2 $372k 13k 29.21
Oracle Corporation (ORCL) 0.2 $364k 2.2k 166.64
Sun Life Financial (SLF) 0.2 $352k 5.9k 59.34
Walt Disney Company (DIS) 0.2 $336k 3.0k 111.36
Meta Platforms Cl A (META) 0.2 $334k 569.00 586.49
MetLife (MET) 0.2 $316k 3.9k 81.88
Ishares Tr National Mun Etf (MUB) 0.1 $309k 2.9k 106.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $308k 680.00 453.28
Becton, Dickinson and (BDX) 0.1 $288k 1.3k 226.87
Innovator Etfs Trust Us Small Cap Pow (KSEP) 0.1 $285k 11k 25.70
Chevron Corporation (CVX) 0.1 $282k 1.9k 144.90
Vanguard Index Fds Large Cap Etf (VV) 0.1 $274k 1.0k 269.70
Hormel Foods Corporation (HRL) 0.1 $273k 8.7k 31.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $264k 6.9k 38.37
Enterprise Products Partners (EPD) 0.1 $263k 8.4k 31.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $262k 2.9k 89.09
Smucker J M Com New (SJM) 0.1 $253k 2.3k 110.12
Hancock Holding Company (HWC) 0.1 $252k 4.6k 54.72
PG&E Corporation (PCG) 0.1 $252k 13k 20.18
Microchip Technology (MCHP) 0.1 $250k 4.4k 57.35
Ishares Tr Us Aer Def Etf (ITA) 0.1 $247k 1.7k 145.35
Lockheed Martin Corporation (LMT) 0.1 $242k 497.00 485.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $239k 5.0k 47.82
Flowers Foods (FLO) 0.1 $238k 12k 20.66
Franklin Resources (BEN) 0.1 $231k 11k 20.29
National Fuel Gas (NFG) 0.1 $231k 3.8k 60.68
Wal-Mart Stores (WMT) 0.1 $228k 2.5k 90.35
Lancaster Colony (MZTI) 0.1 $225k 1.3k 173.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $223k 2.2k 100.60
Lemonade (LMND) 0.1 $218k 6.0k 36.68
Root Cl A New (ROOT) 0.1 $203k 2.8k 72.59
Oncology Institu (TOI) 0.1 $186k 601k 0.31
Alvotech *w Exp 99/99/999 (ALVOW) 0.1 $172k 55k 3.11
Walgreen Boots Alliance 0.1 $106k 11k 9.33
Research Frontiers (REFR) 0.0 $34k 20k 1.71
The Oncology Institute *w Exp 99/99/999 (TOIIW) 0.0 $96.200000 19k 0.01