Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | ONEQ | FIDELITY COMWLTH TR | — | 48 | $4K | 0.00% | SOLD |
| 262 | IJH | ISHARES TR | — | 59 | $4K | 0.00% | SOLD |
| 263 | ES | EVERSOURCE ENERGY | Utilities | 56 | $4K | 0.00% | SOLD |
| 264 | VMBS | VANGUARD SCOTTSDALE FDS | — | 80 | $4K | 0.00% | SOLD |
| 265 | FISV | FISERV INC | Technology | 67 | $4K | 0.00% | SOLD |
| 266 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 62 | $3K | 0.00% | SOLD |
| 267 | — | FS SPECIALTY LENDING FD | — | 271 | $3K | 0.00% | SOLD |
| 268 | WAB | WABTEC | Industrials | 14 | $3K | 0.00% | SOLD |
| 269 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 57 | $3K | 0.00% | SOLD |
| 270 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 57 | $3K | 0.00% | SOLD |
| 271 | GIS | GENERAL MILLS INC | Consumer Defensive | 84 | $3K | 0.00% | SOLD |
| 272 | SYSB | ISHARES TR | — | 33 | $3K | 0.00% | SOLD |
| 273 | NWL | NEWELL BRANDS INC | Consumer Defensive | 847 | $3K | 0.00% | SOLD |
| 274 | PAGP | PLAINS GP HLDGS L P | Energy | 119 | $3K | 0.00% | SOLD |
| 275 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 101 | $3K | 0.00% | SOLD |
| 276 | IFRA | ISHARES TR | — | 46 | $3K | 0.00% | SOLD |
| 277 | GOVT | ISHARES TR | — | 115 | $3K | 0.00% | SOLD |
| 278 | BP | BP PLC | Energy | 56 | $3K | 0.00% | SOLD |
| 279 | XLU | SELECT SECTOR SPDR TR | — | 56 | $3K | 0.00% | SOLD |
| 280 | IFGL | ISHARES TR | — | 108 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
46.0%
Technology
21.4%
Consumer Defensive
14.6%
Healthcare
6.0%
Consumer Cyclical
5.2%
Energy
2.6%
Communication Services
2.2%
Industrials
2.1%