Portfolio (Quarterly)
Guide ↗
Freedom Financial Partners LLC
· CIK 0002054598| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | PUTNAM ETF TRUST | — | 127,276.0 | $1.1M | 0.37% | NEW | — | $8.92 | — |
| 2 | JPM | JPMORGAN CHASE & CO | Financial Services | 679.0 | $222K | 0.07% | NEW | — | $327.45 | +8.4% |
| 3 | DE | DEERE & CO | Industrials | 347.0 | $220K | 0.07% | NEW | — | $634.33 | +6.6% |
| 4 | HD | HOME DEPOT INC | Consumer Cyclical | 598.0 | $211K | 0.07% | NEW | — | $352.68 | -9.3% |
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
Technology
50.8%
Financial Services
12.3%
Real Estate
7.9%
Basic Materials
7.5%
Consumer Cyclical
7.2%
Industrials
6.3%
Healthcare
3.3%
Consumer Defensive
2.1%
Utilities
1.5%
Energy
0.6%