Financial Freedom, LLC
Top Portfolio Positions
238 positions ·
$42,928,157 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
24,410 | $14,088,963 | 32.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
39,212 | $5,663,781 | 13.19% | |
| AAPL |
Apple Inc.
Technology
|
10,543 | $2,675,707 | 6.23% | |
| MSFT |
Microsoft Corp
Technology
|
5,411 | $2,002,989 | 4.67% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
4,681 | $1,454,807 | 3.39% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,782 | $1,320,294 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
7,496 | $1,307,302 | 3.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,090 | $1,244,199 | 2.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,974 | $874,831 | 2.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
621 | $571,177 | 1.33% |
Portfolio Trend
14 quarters · across all stocks
Holdings in CRD-A
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,692 | 571 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,423 | 571 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,109 | 571 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,041 | 571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,520 | 571 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,600 | 571 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,263 | 571 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,933 | 571 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,384 | 571 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,525 | 571 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,333 | 571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,332 | 571 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,773 | 571 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,174 | 571 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||