HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) |
187,326 | +2,681 | $15,226 |
| VCIT | 187,326 | +2,681 | $15,226 |
| INVESCO QQQ TR UNIT SER 1 |
27,442 | +283 | $11,238 |
| QQQ | 27,442 | +283 | $11,238 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) |
15,922 | -3,726 | $7,706 |
| VGT | 15,922 | -3,726 | $7,706 |
| SELECT SECTOR SPDR TR ENERGY (XLE) |
87,060 | -4,676 | $7,299 |
| XLE | 87,060 | -4,676 | $7,299 |
| VANGUARD CONSUMER DISCRETIONARY ETF (VCR) |
20,230 | -182 | $6,161 |
| VCR | 20,230 | -182 | $6,161 |
| PROCTER AND GAMBLE CO COM |
41,528 | +122 | $6,085 |
| PG | 41,528 | +122 | $6,085 |
| ISHARES CORE US AGGREGATE BOND ETF (AGG) |
59,322 | +31,493 | $5,888 |
| AGG | 59,322 | +31,493 | $5,888 |
| VANGUARD FINANCIALS INDEX FUND (VFH) |
54,406 | -109 | $5,020 |
| VFH | 54,406 | -109 | $5,020 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS (XLK) |
22,799 | +9,801 | $4,388 |
| XLK | 22,799 | +9,801 | $4,388 |
| VANGUARD MUN BD FDS TAX EXEMPT BD (VTEB) |
83,385 | -771 | $4,257 |
| VTEB | 83,385 | -771 | $4,257 |
| VANGUARD SMALL CAP INDEX FUND (VB) |
17,509 | +784 | $3,735 |
| VB | 17,509 | +784 | $3,735 |
| SELECT SECTOR SPDR TR FINANCIAL (XLF) |
74,329 | +29,495 | $2,795 |
| XLF | 74,329 | +29,495 | $2,795 |
| ISHARES TR MRGSTR MD CP GRW (IMCG) |
42,693 | -2,742 | $2,752 |
| IMCG | 42,693 | -2,742 | $2,752 |
| HEALTH CARE SELECT SECTOR SPDR (XLV) |
19,213 | +15,973 | $2,620 |
| XLV | 19,213 | +15,973 | $2,620 |
| VANGUARD MID CAP INDEX FUND (VO) |
10,960 | +1,794 | $2,550 |
| VO | 10,960 | +1,794 | $2,550 |
| VANGUARD HEALTH CARE INDEX FUND (VHT) |
10,145 | -437 | $2,543 |
| VHT | 10,145 | -437 | $2,543 |
| VANGUARD ENERGY INDEX FUND (VDE) |
21,046 | -3,839 | $2,468 |
| VDE | 21,046 | -3,839 | $2,468 |
| VANGUARD SMALL CAP VALUE ETF (VBR) |
13,577 | -264 | $2,444 |
| VBR | 13,577 | -264 | $2,444 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) |
12,679 | -465 | $2,267 |
| XLY | 12,679 | -465 | $2,267 |
| APPLE INC |
11,706 | +11 | $2,254 |
| AAPL | 11,706 | +11 | $2,254 |
| SCHWAB STRATEGIC TR US TIPS ETF (SCHP) |
39,952 | -19,251 | $2,085 |
| SCHP | 39,952 | -19,251 | $2,085 |
| MICROSOFT CORP |
4,677 | -92 | $1,759 |
| MSFT | 4,677 | -92 | $1,759 |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF (CORP) |
17,778 | -845 | $1,729 |
| CORP | 17,778 | -845 | $1,729 |
| ISHARES TR RUS TP200 GR ETF (IWY) |
9,009 | +7,061 | $1,579 |
| IWY | 9,009 | +7,061 | $1,579 |
| MCDONALD S CORP |
5,112 | +16 | $1,516 |
| MCD | 5,112 | +16 | $1,516 |
| GLOBAL X FDS ARTIFICIAL ETF (AIQ) |
46,190 | +28,699 | $1,440 |
| AIQ | 46,190 | +28,699 | $1,440 |
| SELECT SECTOR SPDR TR RL EST SEL SEC (XLRE) |
34,190 | -71,390 | $1,370 |
| XLRE | 34,190 | -71,390 | $1,370 |
| ISHARES TR RUS MD CP GR ETF (IWP) |
12,648 | -271 | $1,321 |
| IWP | 12,648 | -271 | $1,321 |
| SPDR SER TR RUSSELL LOW VOL (ONEV) |
11,452 | +485 | $1,310 |
| ONEV | 11,452 | +485 | $1,310 |
| VANGUARD MEGA CAP INDEX FUND (MGC) |
7,623 | -102 | $1,291 |
| MGC | 7,623 | -102 | $1,291 |
| GLOBAL X FDS AUTONMOUS EV ETF (DRIV) |
48,800 | +11,029 | $1,204 |
| DRIV | 48,800 | +11,029 | $1,204 |
| GLOBAL X FDS US INFR DEV ETF (PAVE) |
33,305 | +6,887 | $1,148 |
| PAVE | 33,305 | +6,887 | $1,148 |
| SPDR SER TR S&P SEMICNDCTR (XSD) |
4,673 | -264 | $1,051 |
| XSD | 4,673 | -264 | $1,051 |
| COINBASE GLOBAL INC COM CL A |
5,984 | UNCH | $1,041 |
| COIN | 5,984 | UNCH | $1,041 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) |
4,189 | +10 | $994 |
| VTI | 4,189 | +10 | $994 |
| SPDR INDEX SHS FDS S&P NORTH AMER (NANR) |
19,221 | -1,895 | $980 |
| NANR | 19,221 | -1,895 | $980 |
| VANECK ETF TRUST SEMICONDUCTR ETF (SMH) |
5,595 | +979 | $978 |
| SMH | 5,595 | +979 | $978 |
| ISHARES TR US HLTHCR PR ETF (IHF) |
3,711 | +9 | $974 |
| IHF | 3,711 | +9 | $974 |
| ISHARES NATIONAL MUNI BOND ETF (MUB) |
8,753 | +14 | $949 |
| MUB | 8,753 | +14 | $949 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) |
5,691 | +7 | $818 |
| FTEC | 5,691 | +7 | $818 |
| ISHARES TRUST DOW JONES UNITED STATES FINANCIAL (IYG) |
4,520 | -6,748 | $810 |
| IYG | 4,520 | -6,748 | $810 |
| JOHNSON &JOHNSON COM USD1.00 |
5,124 | +16 | $803 |
| JNJ | 5,124 | +16 | $803 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD (VOO) |
1,790 | +144 | $782 |
| VOO | 1,790 | +144 | $782 |
| ISHARES CORE S&P SMALL CAP E (IJR) |
6,852 | -527 | $742 |
| IJR | 6,852 | -527 | $742 |
| EXXON MOBIL CORP |
6,821 | -17 | $682 |
| XOM | 6,821 | -17 | $682 |
| VANGUARD MID CAP GROWTH INDEX FUND (VOT) |
3,053 | UNCH | $670 |
| VOT | 3,053 | UNCH | $670 |
| ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF (ISCF) |
20,526 | +199 | $660 |
| ISCF | 20,526 | +199 | $660 |
| GENERAL DYNAMICS CORP COM USD1.00 |
2,418 | UNCH | $628 |
| GD | 2,418 | UNCH | $628 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) |
5,966 | +25 | $628 |
| ITOT | 5,966 | +25 | $628 |
| FIDELITY MSCI ENERGY INDEX ETF (FENY) |
26,701 | +227 | $615 |
| FENY | 26,701 | +227 | $615 |
See Full List: All Stocks Held By Financial Freedom LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Freedom LLC
|
Size ($ in 1000's)
At 12/31/2023: $157,449 At 09/30/2023: $141,012 Financial Freedom LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Freedom LLC 13F filings. Link to 13F filings: SEC filings |
