Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PFE | PFIZER INC | Healthcare | 4,318 | $121K | 0.06% | SOLD |
| 22 | WFC | WELLS FARGO &CO | Financial Services | 1,515 | $121K | 0.06% | SOLD |
| 23 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 442 | $120K | 0.06% | SOLD |
| 24 | LQD | ISHARES TR | — | 1,075 | $117K | 0.06% | SOLD |
| 25 | ITB | ISHARES TR | — | 1,257 | $114K | 0.06% | SOLD |
| 26 | BND | VANGUARD BD INDEX FDS | — | 1,526 | $112K | 0.06% | SOLD |
| 27 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 846 | $111K | 0.06% | SOLD |
| 28 | IHF | ISHARES TR | — | 2,539 | $106K | 0.05% | SOLD |
| 29 | GE | GE AEROSPACE | Industrials | 372 | $105K | 0.05% | SOLD |
| 30 | KO | COCA COLA CO | Consumer Defensive | 1,338 | $102K | 0.05% | SOLD |
| 31 | VDC | VANGUARD WORLD FD | — | 442 | $99K | 0.05% | SOLD |
| 32 | FNDC | SCHWAB STRATEGIC TR | — | 2,072 | $96K | 0.05% | SOLD |
| 33 | VEU | VANGUARD INTL EQUITY INDEX F | — | 1,271 | $95K | 0.05% | SOLD |
| 34 | IYG | ISHARES TR | — | 1,145 | $95K | 0.05% | SOLD |
| 35 | COIN | COINBASE GLOBAL INC | Financial Services | 527 | $92K | 0.05% | SOLD |
| 36 | NLR | VANECK ETF TRUST | — | 681 | $91K | 0.04% | SOLD |
| 37 | VEA | VANGUARD TAX-MANAGED FDS | — | 1,410 | $90K | 0.04% | SOLD |
| 38 | AMGN | AMGEN INC | Healthcare | 252 | $89K | 0.04% | SOLD |
| 39 | IAU | ISHARES GOLD TR | Financial Services | 951 | $84K | 0.04% | SOLD |
| 40 | XLRE | SELECT SECTOR SPDR TR | — | 2,053 | $84K | 0.04% | 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%