Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | ZTS | ZOETIS INC | Healthcare | 200.0 | $24K | 0.01% | +126.0 | +170.3% | $118.21 | -35.2% |
| 222 | VTRS | VIATRIS INC | Healthcare | 1,743.0 | $24K | 0.01% | — | — | $13.51 | +28.0% |
| 223 | C | CITIGROUP INC | Financial Services | 193.0 | $22K | 0.01% | +79.0 | +69.3% | $113.26 | +14.2% |
| 224 | TSLA | TESLA INC | Consumer Cyclical | 58.0 | $22K | 0.01% | — | — | $371.76 | +2.4% |
| 225 | PYPL | PAYPAL HLDGS INC | Financial Services | 474.0 | $21K | 0.01% | — | — | $45.24 | +25.0% |
| 226 | LIT | GLOBAL X FDS | — | 288.0 | $21K | 0.01% | — | — | $74.36 | -8.0% |
| 227 | TECH | BIO-TECHNE CORP | Healthcare | 406.0 | $21K | 0.01% | — | — | $52.30 | +37.9% |
| 228 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 366.0 | $21K | 0.01% | — | — | $57.65 | +5.8% |
| 229 | MMM | 3M CO | Industrials | 145.0 | $21K | 0.01% | — | — | $145.17 | +10.1% |
| 230 | CVS | CVS HEALTH CORP | Healthcare | 286.0 | $21K | 0.01% | +126.0 | +78.8% | $71.73 | +49.8% |
| 231 | EBAY | EBAY INC. | Consumer Cyclical | 225.0 | $21K | 0.01% | — | — | $91.16 | +22.9% |
| 232 | MUB | ISHARES TR | — | 192.0 | $20K | 0.01% | -2K | -90.2% | $106.41 | +0.2% |
| 233 | RTO | RENTOKIL INITIAL PLC | Industrials | 648.0 | $20K | 0.01% | NEW | — | $31.48 | -3.5% |
| 234 | IVE | ISHARES TR | — | 96.0 | $20K | 0.01% | NEW | — | $211.11 | +9.5% |
| 235 | AMP | AMERIPRISE FINL INC | Financial Services | 45.0 | $20K | 0.01% | — | — | $444.40 | +18.8% |
| 236 | WH | WYNDHAM HOTELS &RESORTS INC | Consumer Cyclical | 246.0 | $20K | 0.01% | NEW | — | $81.23 | -5.8% |
| 237 | PCRX | PACIRA BIOSCIENCES INC | Healthcare | 867.0 | $20K | 0.01% | — | — | $22.60 | +13.3% |
| 238 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 50.0 | $20K | 0.01% | — | — | $97.61 | +108.1% |
| 239 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 865.0 | $19K | 0.01% | +18.0 | +2.1% | $22.32 | +6.9% |
| 240 | BNDX | VANGUARD CHARLOTTE FDS | — | 399.0 | $19K | 0.01% | +2.0 | +0.5% | $48.05 | -0.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.2%
Technology
19.1%
Consumer Defensive
15.6%
Healthcare
7.0%
Consumer Cyclical
6.1%
Energy
4.2%
Industrials
3.6%
Communication Services
3.0%
Utilities
0.8%
Real Estate
0.3%