Freedom Financial Partners LLC Portfolio Holdings
Q3 2025•84 long positions•$262.4M portfolio value
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Holding84 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.2M 9.97% | +$403.6K Bought | — 42.7K shares | 42.1K → 42.7K +$403.6K | +1.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.9M 8.36% | -$5.1M Sold | — 201.7K shares | 248.8K → 201.7K −$5.1M | -18.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $19.5M 7.42% | +$470.9K Bought | — 246.8K shares | 240.8K → 246.8K +$470.9K | +2.48% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $14.8M 5.63% | -$375.6K Sold | 0.0% 58.0K shares | 59.5K → 58.0K −$375.6K | -2.48% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $13.2M 5.03% | +$455.6K Bought | — 44.9K shares | 43.4K → 44.9K +$455.6K | +3.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.8M 3.75% | +$31.2K Bought | — 20.5K shares | 20.4K → 20.5K +$31.2K | +0.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.6M 3.66% | +$351.5K Bought | — 311.0K shares | 299.6K → 311.0K +$351.5K | +3.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.5M 3.61% | -$8.4M Sold | — 320.1K shares | 604.4K → 320.1K −$8.4M | -47.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 3.56% | +$9.3M New | — 277.0K shares | 0 → 277.0K +$9.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $9.3M 3.54% | +$143.0K Bought | — 123.7K shares | 121.7K → 123.7K +$143.0K | +1.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.2M 3.52% | +$203.8K Bought | — 170.6K shares | 166.8K → 170.6K +$203.8K | +2.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.7M 3.32% | +$295.5K Bought | — 382.9K shares | 369.9K → 382.9K +$295.5K | +3.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.5M 3.24% | -$56.4K Sold | — 220.6K shares | 222.0K → 220.6K −$56.4K | -0.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 2.68% | +$3.2M Bought | — 76.6K shares | 41.6K → 76.6K +$3.2M | +84.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 2.48% | +$331.1K Bought | — 245.3K shares | 232.9K → 245.3K +$331.1K | +5.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 2.03% | +$5.3M New | — 126.7K shares | 0 → 126.7K +$5.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.3M 2.01% | +$339.7K Bought | — 130.1K shares | 121.7K → 130.1K +$339.7K | +6.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 1.73% | +$192.9K Bought | — 48.8K shares | 46.7K → 48.8K +$192.9K | +4.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 1.59% | +$392.4K Bought | — 121.3K shares | 109.9K → 121.3K +$392.4K | +10.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 1.56% | +$192.4K Bought | — 119.7K shares | 114.1K → 119.7K +$192.4K | +4.92% | — — | Q4 2024 Held for 11 months | |
Chemicals - Specialty Basic Materials | $3.2M 1.23% | -$84.1K Sold | 0.004% 11.8K shares | 12.1K → 11.8K −$84.1K | -2.54% | $77.7B Large Cap | Q4 2024 Held for 11 months | |
REIT - Diversified Real Estate | $3.1M 1.18% | +$8.8K Bought | 0.021% 45.8K shares | 45.6K → 45.8K +$8.8K | +0.28% | $14.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.916% | -$3.5M Sold | — 37.9K shares | 93.2K → 37.9K −$3.5M | -59.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.905% | +$143.2K Bought | — 88.1K shares | 82.8K → 88.1K +$143.2K | +6.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.845% | +$221.4K Bought | — 81.3K shares | 73.2K → 81.3K +$221.4K | +11.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.75% | +$44.3K Bought | — 51.7K shares | 50.6K → 51.7K +$44.3K | +2.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.66% | +$167.5K Bought | — 34.1K shares | 30.8K → 34.1K +$167.5K | +10.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.638% | +$96.8K Bought | — 15.0K shares | 14.2K → 15.0K +$96.8K | +6.13% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.6M 0.625% | +$219.6 Bought | 0.0% 7.5K shares | 7.5K → 7.5K +$219.6 | +0.01% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.595% | +$39.8K Bought | — 17.9K shares | 17.4K → 17.9K +$39.8K | +2.61% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.5M 0.583% | -$43.2K Sold | 0.011% 16.5K shares | 17.0K → 16.5K −$43.2K | -2.75% | $14.0B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 0.537% | -$45.2K Sold | — 54.8K shares | 56.6K → 54.8K −$45.2K | -3.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.514% | -$10.9K Sold | — 5.3K shares | 5.4K → 5.3K −$10.9K | -0.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.512% | +$22.2K Bought | — 9.5K shares | 9.3K → 9.5K +$22.2K | +1.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.511% | +$2.2K Bought | — 7.2K shares | 7.2K → 7.2K +$2.2K | +0.17% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.3M 0.495% | +$1.6K Bought | 0.0% 2.5K shares | 2.5K → 2.5K +$1.6K | +0.12% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.3M 0.481% | +$59.9K Bought | — 32.2K shares | 30.7K → 32.2K +$59.9K | +4.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.473% | +$22.7K Bought | — 8.9K shares | 8.7K → 8.9K +$22.7K | +1.86% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.2M 0.469% | +$8.4K Bought | 0.0% 6.6K shares | 6.6K → 6.6K +$8.4K | +0.69% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.436% | +$42.1K Bought | — 53.9K shares | 51.9K → 53.9K +$42.1K | +3.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.421% | -$6.4K Sold | — 18.5K shares | 18.6K → 18.5K −$6.4K | -0.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.386% | +$83.5K Bought | — 19.4K shares | 17.8K → 19.4K +$83.5K | +8.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.384% | +$108.4K Bought | — 28.2K shares | 25.2K → 28.2K +$108.4K | +12.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $953.9K 0.363% | — | — 1.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $887.6K 0.338% | +$31.2K Bought | — 9.1K shares | 8.7K → 9.1K +$31.2K | +3.64% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $834.3K 0.318% | -$6.2K Sold | 0.0% 1.9K shares | 1.9K → 1.9K −$6.2K | -0.74% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $757.3K 0.289% | -$84.9 Sold | — 17.8K shares | 17.8K → 17.8K −$84.9 | -0.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $697.3K 0.266% | +$33.6K Bought | — 38.2K shares | 36.4K → 38.2K +$33.6K | +5.06% | — — | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $662.7K 0.253% | +$662.7K New | 0.001% 4.3K shares | 0 → 4.3K +$662.7K | New | $82.7B Large Cap | Q3 2025 Held for 2 months | |
Airlines, Airports & Air Services Industrials | $619.8K 0.236% | +$170.2 Bought | 0.002% 10.9K shares | 10.9K → 10.9K +$170.2 | +0.03% | $37.1B Large Cap | Q4 2024 Held for 11 months |
