Eqis Capital Management, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationsouth windsor, CT
- CIK0001566653
- Alternate namesFreedom Investment Management, Inc.
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $343.92M | DUHP, DFUS, DFIC, VTV | 13F-HR | Feb 6, 2026 | 000106299326000676 | ||
140 | $378.27M | DUHP, DFUS, DFIC, VTV | 13F-HR | Nov 14, 2025 | 000106299325016827 | ||
734 | $1.25B | SPY, DUHP, DFUS, DFIC | 13F-HR | Jul 30, 2025 | 000106299325013292 | ||
736 | $1.19B | SPY, DUHP, VTV, IVLU | 13F-HR | May 14, 2025 | 000106299325009373 | ||
750 | $1.2B | SPY, DUHP, VTV, DFIC | 13F-HR | Feb 13, 2025 | 000106299325002306 | ||
758 | $1.26B | SPY, DUHP, VTV, KRE | 13F-HR | Nov 13, 2024 | 000106299324019017 | ||
772 | $1.22B | SPY, KRE, DUHP, VTV | 13F-HR | Aug 13, 2024 | 000106299324014987 | ||
786 | $1.25B | KRE, SPY, DUHP, VTV | 13F-HR | May 14, 2024 | 000106299324010120 | ||
744 | $1.23B | KRE, SPY, DUHP, VTV | 13F-HR | Feb 14, 2024 | 000106299324003073 | ||
674 | $817.42M | KRE, SPY, FTEC, AGG | 13F-HR | Nov 13, 2023 | 000106299323020603 | ||
698 | $891.48M | SPY, KRE, TLT, AAPL | 13F-HR | Aug 14, 2023 | 000106299323016315 | ||
697 | $885.07M | TLT, KRE, SPY, AAPL | 13F-HR | May 15, 2023 | 000106299323011046 | ||
702 | $888.48M | KRE, TLT, VANGUARD WORLD FDS, FHLC | 13F-HR | Feb 14, 2023 | 000106299323003321 | ||
724 | $867.42B | KRE, TLT, VANGUARD WORLD FDS, FHLC | 13F-HR | Oct 24, 2022 | 000106299322021060 | ||
730 | $936.95B | TLT, KRE, FHLC, AAPL | 13F-HR | Aug 8, 2022 | 000106299322017470 | ||
773 | $1.12B | TLT, KRE, VANGUARD WORLD FDS, AAPL | 13F-HR | May 16, 2022 | 000106299322012507 | ||
860 | $1.36B | TLT, KRE, AAPL, PDP | 13F-HR | Feb 14, 2022 | 000106299322004176 | ||
810 | $1.31B | TLT, VANGUARD WORLD FDS, FNCL, PDP | 13F-HR | Nov 12, 2021 | 000106299321010679 | ||
868 | $1.34B | TLT, FNCL, MDYV, KRE | 13F-HR | Aug 12, 2021 | 000106299321007366 | ||
836 | $1.29B | TLT, FNCL, MDYV, KRE | 13F-HR | May 14, 2021 | 000106299321004571 | ||
612 | $910.29M | TLT, BIV, VANGUARD WORLD FDS, LQD | 13F-HR | Feb 11, 2021 | 000106299321001264 | ||
553 | $918.63M | IEI, TLT, BND, SHY | 13F-HR | Nov 10, 2020 | 000106299320005463 | ||
563 | $917.95M | IEI, BND, SHY, TLT | 13F-HR | Aug 10, 2020 | 000106299320003788 | ||
665 | $1.13B | IJH, BND, SHY, SPY | 13F-HR | May 12, 2020 | 000106299320002291 | ||
663 | $1.14B | IJH, BND, SHY, SPY | 13F-HR | Jan 24, 2020 | 000106299320000305 | ||
683 | $1.15B | IEI, BND, VNQ, TIP | 13F-HR | Nov 5, 2019 | 000106299319004160 | ||
684 | $1.19B | IEI, BND, SPY, BWX | 13F-HR | Jul 18, 2019 | 000106299319002951 | ||
680 | $1.25B | MDY, VNQ, SPY, BND | 13F-HR | Apr 18, 2019 | 000106299319001771 | ||
758 | $1.29B | MDY, BND, GBIL, HYG | 13F-HR | Jan 25, 2019 | 000106299319000346 | ||
899 | $1.6B | IEI, VNQ, SPY, TIP | 13F-HR | Oct 17, 2018 | 000106299318004100 | ||
947 | $1.66B | IEI, VNQ, PDBC, TIP | 13F-HR | Jul 27, 2018 | 000106299318003045 | ||
1,112 | $1.96B | MDY, SDRIX, GBIL, POWERSHARES ACT MANG COMM FD | 13F-HR | Apr 6, 2018 | 000156665318000004 | ||
1,130 | $1.96B | MDY, SDRIX, SPY, POWERSHARES ACT MANG COMM FD | 13F-HR | Jan 25, 2018 | 000156665318000002 | ||
1,095 | $1.82B | IEI, SDRIX, EFA, POWERSHARES ACT MANG COMM FD | 13F-HR | Oct 3, 2017 | 000156665317000008 | ||
1,062 | $1.76B | IEI, SDRIX, EFA, SPY | 13F-HR | Jul 14, 2017 | 000156665317000006 | ||
1,053 | $1.72B | MDY, SDRIX, SPY, IEI | 13F-HR | May 2, 2017 | 000156665317000004 | ||
979 | $1.59B | MDY, SDRIX, SPY, IEI | 13F-HR | Jan 5, 2017 | 000156665317000002 | ||
893 | $1.56B | IEI, SDRIX, TUZ, BOND | 13F-HR | Oct 4, 2016 | 000156665316000018 | ||
838 | $1.47B | IEI, SDRIX, VNQ, POWERSHARES ACT MANG COMM FD | 13F-HR | Jul 14, 2016 | 000156665316000016 | ||
827 | $1.38B | MDY, SDRIX, VNQ, AGG | 13F-HR | Apr 8, 2016 | 000156665316000014 | ||
778 | $1.32B | MDY, SDRIX, VNQ, SPY | 13F-HR | Jan 5, 2016 | 000156665316000012 | ||
685 | $981.4M | AGG, SAPIENS INTL CORP N V, HRB, BLU | 13F-HR | Oct 13, 2015 | 000156665315000009 | ||
684 | $974.03M | IEI, SDRIX, EFA, QQQ | 13F-HR | Aug 5, 2015 | 000156665315000006 | ||
640 | $906.63M | MDY, SDRIX, VNQ, EFA | 13F-HR | May 14, 2015 | 000156665315000004 | ||
591 | $770.33M | MDY, SPY, VNQ, SDRIX | 13F-HR | Feb 17, 2015 | 000156665315000002 | ||
493 | $566.8M | IEI, SPY, VNQ, TUZ | 13F-HR | Nov 13, 2014 | 000156665314000009 | ||
503 | $594.87M | IEI, SPDR SERIES TRUST, SPY, VNQ | 13F-HR | Aug 15, 2014 | 000156665314000007 | ||
434 | $468.02M | MDY, SPDR SERIES TRUST, BND, VNQ | 13F-HR | May 14, 2014 | 000156665314000005 | ||
435 | $402.68M | MDY, EFA, SPY, BOND | 13F-HR | Feb 12, 2014 | 000156665314000003 |