Financial Freedom, LLC

Q1 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    364

  • Value ($000)

    $174,123

  • Date Filed
    04/18/2025
  • Form type
    13F-HR
  • CIK
    0001965484
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VCIT
VCIT

VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF

INT-TERM CORP
$14.15M
8 %

173,046

NDQ
NDQ

INVESCO QQQ TR UNIT SER 1

UNIT SER 1
$12.35M
7 %

26,338

---

VANGUARD WORLD FD INF TECH ETF

INF TECH ETF
$8.23M
5 %

15,177

XLE
XLE

SELECT SECTOR SPDR TR ENERGY

ENERGY
$7.69M
4 %

82,291

PG
PG

PROCTER AND GAMBLE CO COM

COM
$7.03M
4 %

41,255

---

VANGUARD WORLD FD CONSUM DIS ETF

CONSUM DIS ETF
$6.49M
4 %

19,944

---

VANGUARD WORLD FD FINANCIALS ETF

FINANCIALS ETF
$6.42M
4 %

53,757

XLV
XLV

HEALTH CARE SELECT SECTOR SPDR FUND

SBI HEALTHCARE
$5.62M
3 %

38,464

IMTM
IMTM

ISHARES TR MSCI INTL MOMENT

MSCI INTL MOMENT
$5.02M
3 %

125,789

IWY
IWY

ISHARES TR RUS TP200 GR ETF

RUS TP200 GR ETF
$4.66M
3 %

22,093

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 364