Latest FREEDOM WEALTH ALLIANCE, LLC Stock Portfolio
$60.79Million
About FREEDOM WEALTH ALLIANCE, LLC and 13F Hedge Fund Stock Holdings
On 2023-10-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, FREEDOM WEALTH ALLIANCE, LLC reported an equity portfolio of $60.8 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of FREEDOM WEALTH ALLIANCE, LLC are FNDA, CSD, BIL. The fund has invested 22.1% of it's portfolio in SCHWAB STRATEGIC TR and 12.1% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off ABRDN GOLD ETF TRUST (SGOL), PIMCO ETF TR (BOND) and CRESUD S A C I F Y A stocks. They significantly reduced their stock positions in INTEL CORP (INTC), AMAZON COM INC (AMZN) and WEC ENERGY GROUP INC (WEC). FREEDOM WEALTH ALLIANCE, LLC opened new stock positions in ALPHABET INC (GOOG), LIFEMD INC (LFMD) and STANDARD BIOTOOLS INC (LAB). The fund showed a lot of confidence in some stocks as they added substantially to SOFI TECHNOLOGIES INC (SOFI), FIRST TR EXCHANGE-TRADED FD (AIRR) and DEERE & CO (DE).
FREEDOM WEALTH ALLIANCE, LLC Equity Portfolio Value
Last Reported on: 30 Oct, 2023
$60.79Million
as of Oct 30, 2023New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 223,090 |
| lifemd inc | 67,788 |
| standard biotools inc | 59,143 |
| talaris therapeutics inc | 45,367 |
| rekor systems inc | 31,711 |
| the realreal inc | 29,458 |
| profire energy inc | 28,559 |
New stocks bought by FREEDOM WEALTH ALLIANCE, LLC
Additions
| Ticker | % Inc. |
|---|---|
| sofi technologies inc | 45.2 |
| first tr exchange-traded fd | 25.69 |
| deere & co | 22.71 |
| first tr exchng traded fd vi | 10.73 |
| amplify etf tr | 4.8 |
| vanguard bd index fds | 4.61 |
| invesco exch traded fd tr ii | 3.88 |
| vanguard scottsdale fds | 3.43 |
Additions to existing portfolio by FREEDOM WEALTH ALLIANCE, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| intel corp | -50.28 |
| amazon com inc | -27.3 |
| wec energy group inc | -20.75 |
| visa inc | -17.61 |
| microsoft corp | -11.83 |
| abbvie inc | -11.28 |
| devon energy corp new | -10.67 |
| spdr ser tr | -8.03 |
FREEDOM WEALTH ALLIANCE, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cresud s a c i f y a | -462,088 |
| gamco global gold nat res & | -170,630 |
| abrdn gold etf trust | -747,356 |
| viavi solutions inc | -298,771 |
| orasure technologies inc | -118,843 |
| tegna inc | -312,098 |
| mueller wtr prods inc | -272,515 |
| vaneck etf trust | -356,833 |
FREEDOM WEALTH ALLIANCE, LLC got rid off the above stocks
FREEDOM WEALTH ALLIANCE, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FREEDOM WEALTH ALLIANCE, LLC
$60.79MTotal Value
71.00Positions
30 Oct, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 4.27% | 15,154 | $2.59M 4.27% | 6.88%decreased 6.88 percentreduced | ||
 Abbvie Inc Abbvie IncABBV FREEDOM WEALTH ALLIANCE, LLC's holding in Abbvie Inc over time | 0.75% | 3,043 | $453.5K 0.75% | 11.28%decreased 11.28 percentreduced | |
 Arbor Realty Trust Inc FREEDOM WEALTH ALLIANCE, LLC's holding in Arbor Realty Trust Inc over time | 0.39% | 15,731 | $238.8K 0.39% | 0.77%increased 0.77 percentadded | |
 Accenture Plc Ireland FREEDOM WEALTH ALLIANCE, LLC's holding in Accenture Plc Ireland over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACT Advisorshares TrAdvisorshares TrACT | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Adtran Holdings Inc FREEDOM WEALTH ALLIANCE, LLC's holding in Adtran Holdings Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.9% | 28,824 | $544.8K 0.9% | 0.21%increased 0.21 percentadded | |
 AFLG First Tr Exchng Traded Fd ViFirst Tr Exchng Traded Fd ViAFLG | 0.36% | 11,567 | $215.6K 0.36% | 10.73%increased 10.73 percentadded | |
 AGGY Wisdomtree TrWisdomtree TrAGGY | 7.22% | 69,080 | $4.39M 7.22% | 0.78%decreased 0.78 percentreduced | |
 AIRR First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdAIRR | 1.18% | 15,662 | $719.7K 1.18% | 2.92%increased 2.92 percentadded | |
AIRR First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdAIRR | 0.56% | 23,495 | $342.9K 0.56% | 25.69%increased 25.69 percentadded | |
 Amplify Etf Tr Amplify Etf TrAMLX FREEDOM WEALTH ALLIANCE, LLC's holding in Amplify Etf Tr over time | 7.06% | 386,190 | $4.29M 7.06% | 4.8%increased 4.8 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN FREEDOM WEALTH ALLIANCE, LLC's holding in Amazon Com Inc over time | 0.57% | 2,729 | $346.9K 0.57% | 27.3%decreased 27.3 percentreduced | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 1.82% | 20,677 | $1.11M 1.82% | 1.43%decreased 1.43 percentreduced | |
 BGLD First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdBGLD | 2.34% | 19,311 | $1.42M 2.34% | 1.29%increased 1.29 percentadded | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 8.74% | 105,742 | $5.31M 8.74% | 8.03%decreased 8.03 percentreduced | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.99% | 13,752 | $601.0K 0.99% | 1.24%decreased 1.24 percentreduced | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.5% | 6,625 | $306.3K 0.5% | 1.28%decreased 1.28 percentreduced | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.46% | 11,681 | $278.2K 0.46% | 6.48%decreased 6.48 percentreduced | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
