Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FREEDOM WEALTH ALLIANCE, LLC (CIK 1941346) reported $60.8M across 47 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: SCHB ($13.5M, 22.15%), SPHQ ($7.4M, 12.13%), SPLG ($5.3M, 8.74%), CFO ($5.1M, 8.38%), DGRW ($4.4M, 7.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $13.5M | 22.15% | 270,045 | Added |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.4M | 12.13% | 147,392 | Added |
| 3 | SPLG | SPDR SER TR | $5.3M | 8.74% | 105,742 | Trimmed |
| 4 | CFO | VICTORY PORTFOLIOS II | $5.1M | 8.38% | 86,447 | Trimmed |
| 5 | DGRW | WISDOMTREE TR | $4.4M | 7.22% | 69,080 | Trimmed |
| 6 | YYY | AMPLIFY ETF TR | $4.3M | 7.06% | 386,190 | Added |
| 7 | AAPL | APPLE INC | $2.6M | 4.27% | 15,154 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $2.0M | 3.31% | 9,464 | Trimmed |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.4M | 2.34% | 19,311 | Added |
| 10 | PCEF | INVESCO EXCH TRADED FD TR II | $1.2M | 1.94% | 68,922 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $1.1M | 1.87% | 33,541 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.1M | 1.82% | 20,677 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $781,407 | 1.29% | 2,475 | Trimmed |
| 14 | RDVY | FIRST TR EXCHANGE-TRADED FD | $719,689 | 1.18% | 15,662 | Added |
| 15 | SCHZ | SCHWAB STRATEGIC TR | $620,812 | 1.02% | 14,036 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS | $606,388 | 1.00% | 8,690 | Added |
| 17 | TFI | SPDR SER TR | $600,962 | 0.99% | 13,752 | Trimmed |
| 18 | VTEB | VANGUARD MUN BD FDS | $569,648 | 0.94% | 11,843 | Trimmed |
| 19 | BX | BLACKSTONE INC | $568,080 | 0.93% | 5,302 | Added |
| 20 | XMPT | VANECK ETF TRUST | $544,774 | 0.90% | 28,824 | Added |
| 21 | WEC | WEC ENERGY GROUP INC | $482,730 | 0.79% | 5,993 | Trimmed |
| 22 | ABBV | ABBVIE INC | $453,538 | 0.75% | 3,043 | Trimmed |
| 23 | PHB | INVESCO EXCH TRADED FD TR II | $430,963 | 0.71% | 25,232 | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $368,848 | 0.61% | 9,407 | Trimmed |
| 25 | DVN | DEVON ENERGY CORP NEW | $357,130 | 0.59% | 7,487 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30