Freedman Financial Associates, Inc.
Top Portfolio Positions
335 positions ·
$47,353,465 total
· as of Mar 31, 2022
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CMCSA |
Comcast Corp
Communication Services
|
198,542 | $8,712,022 | 18.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,150 | $7,293,986 | 15.40% | |
| AAPL |
Apple Inc.
Technology
|
14,512 | $2,533,940 | 5.35% | |
| MSFT |
Microsoft Corp
Technology
|
5,085 | $1,567,756 | 3.31% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
7,962 | $1,454,498 | 3.07% | |
| VZ |
Verizon Communications Inc
Communication Services
|
23,587 | $1,201,521 | 2.54% | |
| MS |
Morgan Stanley
Financial Services
|
12,714 | $1,111,203 | 2.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
22,148 | $912,940 | 1.93% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
3,891 | $786,721 | 1.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,660 | $771,571 | 1.63% |
Portfolio Trend
Holdings in PAYD
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $15 | 6 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16 | 6 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $14 | 6 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $11 | 6 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12 | 6 | Shares | Sole | 2021-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||