Financial Freedom, LLC

Q4 2024 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    360

  • Value ($000)

    $189,672

  • Date Filed
    01/16/2025
  • 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 Q4 2024 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
$16.88M
9 %

210,257

NDQ
NDQ

INVESCO QQQ TR UNIT SER 1

UNIT SER 1
$13.63M
7 %

26,654

---

VANGUARD WORLD FD INF TECH ETF

INF TECH ETF
$9.56M
5 %

15,368

---

VANGUARD WORLD FD CONSUM DIS ETF

CONSUM DIS ETF
$7.48M
4 %

19,916

PG
PG

PROCTER AND GAMBLE CO COM

COM
$6.95M
4 %

41,457

XLE
XLE

SELECT SECTOR SPDR TR ENERGY

ENERGY
$6.88M
4 %

80,276

---

VANGUARD WORLD FD FINANCIALS ETF

FINANCIALS ETF
$6.40M
3 %

54,235

XLK
XLK

SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS

TECHNOLOGY
$5.94M
3 %

25,529

AGG
AGG

ISHARES CORE US AGGREGATE BOND ETF

CORE US AGGBD ET
$5.61M
3 %

57,933

XLV
XLV

HEALTH CARE SELECT SECTOR SPDR FUND

SBI HEALTHCARE
$5.32M
3 %

38,680

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