Financial Freedom, LLC
Top Portfolio Positions
236 positions ·
$42,562,107 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 | 33.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
39,212 | $5,663,781 | 13.31% | |
| AAPL |
Apple Inc.
Technology
|
10,543 | $2,675,707 | 6.29% | |
| MSFT |
Microsoft Corp
Technology
|
5,411 | $2,002,989 | 4.71% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
4,681 | $1,454,807 | 3.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,782 | $1,320,294 | 3.10% | |
| NVDA |
Nvidia Corp
Technology
|
7,496 | $1,307,302 | 3.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,090 | $1,244,199 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,974 | $874,831 | 2.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
621 | $571,177 | 1.34% |
Portfolio Trend
Holdings in PFL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,432 | 929 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,603 | 902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,455 | 875 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||