Portfolio (Quarterly)
Guide ↗
Freedom Financial Partners LLC
· CIK 0002054598| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | — | BERKSHIRE HATHAWAY INC DEL | — | 509.0 | $255K | 0.08% | -5.0 | -1.0% | $500.39 | — |
| 82 | CCJ | CAMECO CORP | Energy | 2,233.0 | $227K | 0.07% | -299.0 | -11.8% | $101.86 | -5.5% |
| 83 | VOE | VANGUARD INDEX FDS | — | 1,142.0 | $226K | 0.07% | -28.0 | -2.4% | $197.53 | +4.2% |
| 84 | JPM | JPMORGAN CHASE & CO | Financial Services | 679.0 | $222K | 0.07% | NEW | — | $327.45 | +8.4% |
| 85 | DE | DEERE & CO | Industrials | 347.0 | $220K | 0.07% | NEW | — | $634.33 | +6.6% |
| 86 | GOOGL | ALPHABET INC | Communication Services | 603.0 | $215K | 0.07% | -126.0 | -17.3% | $357.25 | -6.2% |
| 87 | HD | HOME DEPOT INC | Consumer Cyclical | 598.0 | $211K | 0.07% | NEW | — | $352.68 | -9.3% |
| 88 | CEG | CONSTELLATION ENERGY CORP | Utilities | 849.0 | $211K | 0.07% | — | — | $248.37 | +12.9% |
| 89 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 218.0 | $204K | 0.07% | — | — | $936.41 | +0.4% |
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%