FreeGulliver

FreeGulliver as of March 31, 2025

Portfolio Holdings for FreeGulliver

FreeGulliver holds 92 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
JPMorgan Chase & Co. (JPM) 25.6 $52M 211k 245.30
Ishares Tr Rus Top 200 Etf (IWL) 14.9 $30M 220k 137.41
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 6.3 $13M 155k 82.94
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 3.9 $7.9M 332k 23.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $7.7M 14k 559.39
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 3.6 $7.3M 64k 113.76
Vanguard Specialized Funds Div App Etf (VIG) 3.4 $6.8M 35k 193.99
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.2 $6.5M 96k 68.01
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.8 $5.7M 191k 29.69
UnitedHealth (UNH) 2.6 $5.3M 10k 523.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $4.3M 152k 27.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $4.2M 44k 95.37
Novo-nordisk A S Adr (NVO) 1.5 $3.0M 43k 69.00
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.5M 9.6k 258.62
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.4M 8.2k 288.14
Ishares Tr Investment Grade (IGEB) 1.2 $2.4M 52k 45.01
First Horizon National Corporation (FHN) 1.0 $1.9M 100k 19.42
Apple (AAPL) 0.8 $1.7M 7.6k 222.14
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.6M 2.8k 562.02
SYSCO Corporation (SYY) 0.7 $1.4M 19k 75.04
Coca-Cola Company (KO) 0.7 $1.4M 20k 71.62
Eli Lilly & Co. (LLY) 0.7 $1.3M 1.6k 825.91
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $1.3M 22k 57.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.6k 468.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.2M 34k 36.41
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.2M 15k 80.37
Northrop Grumman Corporation (NOC) 0.5 $1.0M 2.0k 512.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $981k 16k 62.10
Microsoft Corporation (MSFT) 0.5 $947k 2.5k 375.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $920k 8.5k 108.69
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.4 $900k 14k 65.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $893k 3.2k 274.92
Ishares Tr Russell 2000 Etf (IWM) 0.4 $858k 4.3k 199.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $811k 1.6k 514.21
Vanguard Index Fds Small Cp Etf (VB) 0.4 $798k 3.6k 221.78
First Tr Exchange-traded Wtr Etf (FIW) 0.4 $797k 7.9k 100.72
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $688k 51k 13.63
Clover Health Investments Com Cl A (CLOV) 0.3 $656k 183k 3.59
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $635k 25k 25.54
Oncology Institu (TOI) 0.3 $621k 544k 1.14
Amazon (AMZN) 0.3 $608k 3.2k 190.26
Alphabet Cap Stk Cl A (GOOGL) 0.3 $558k 3.6k 154.64
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $533k 5.1k 104.59
Visa Com Cl A (V) 0.3 $529k 1.5k 350.61
1stdibs (DIBS) 0.2 $485k 160k 3.04
Global X Fds Global X Uranium (URA) 0.2 $472k 21k 22.92
Aon Shs Cl A (AON) 0.2 $446k 1.1k 399.09
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $443k 18k 25.16
Exxon Mobil Corporation (XOM) 0.2 $424k 3.6k 118.93
Vince Hldg Corp Com New (VNCE) 0.2 $420k 219k 1.92
Vici Pptys (VICI) 0.2 $418k 13k 32.62
Pfizer (PFE) 0.2 $396k 16k 25.34
Kkr & Co (KKR) 0.2 $389k 3.4k 115.61
Willamette Valley Vineyards (WVVI) 0.2 $384k 65k 5.94
Archer Daniels Midland Company (ADM) 0.2 $384k 8.0k 48.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $381k 716.00 532.58
Meta Platforms Cl A (META) 0.2 $378k 655.00 576.55
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $369k 3.1k 117.51
Sun Life Financial (SLF) 0.2 $336k 5.9k 57.26
NVIDIA Corporation (NVDA) 0.2 $330k 3.0k 108.38
MetLife (MET) 0.2 $311k 3.9k 80.29
Ishares Tr National Mun Etf (MUB) 0.2 $306k 2.9k 105.46
Oracle Corporation (ORCL) 0.1 $303k 2.2k 139.81
Walt Disney Company (DIS) 0.1 $299k 3.0k 98.71
Broadcom (AVGO) 0.1 $295k 1.8k 167.43
Becton, Dickinson and (BDX) 0.1 $293k 1.3k 229.06
Enterprise Products Partners (EPD) 0.1 $286k 8.4k 34.14
Innovator Etfs Trust Us Small Cap Pow (KSEP) 0.1 $273k 11k 24.59
Smucker J M Com New (SJM) 0.1 $273k 2.3k 118.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $271k 6.9k 39.37
Hormel Foods Corporation (HRL) 0.1 $270k 8.7k 30.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $266k 2.9k 90.55
Vanguard Index Fds Large Cap Etf (VV) 0.1 $261k 1.0k 257.03
Ishares Tr Us Aer Def Etf (ITA) 0.1 $260k 1.7k 153.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $252k 5.0k 50.83
Texas Pacific Land Corp (TPL) 0.1 $252k 190.00 1324.99
Hancock Holding Company (HWC) 0.1 $242k 4.6k 52.45
Chevron Corporation (CVX) 0.1 $233k 1.4k 167.29
Wal-Mart Stores (WMT) 0.1 $228k 2.6k 87.79
Lancaster Colony (MZTI) 0.1 $228k 1.3k 175.00
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $225k 2.3k 97.82
Lockheed Martin Corporation (LMT) 0.1 $225k 503.00 446.71
Franklin Resources (BEN) 0.1 $220k 11k 19.25
Flowers Foods (FLO) 0.1 $219k 12k 19.01
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $219k 2.1k 103.47
PG&E Corporation (PCG) 0.1 $215k 13k 17.18
T. Rowe Price (TROW) 0.1 $212k 2.3k 91.87
Microchip Technology (MCHP) 0.1 $212k 4.4k 48.41
Root Cl A New (ROOT) 0.1 $200k 1.5k 133.44
Walgreen Boots Alliance 0.1 $125k 11k 11.17
Research Frontiers (REFR) 0.0 $23k 20k 1.13
The Oncology Institute *w Exp 99/99/999 (TOIIW) 0.0 $501.350000 19k 0.03