Byrne Financial Freedom, LLC Top Holdings and 13F Report (2025) About Byrne Financial Freedom, LLCInvestment ActivityByrne Financial Freedom, LLC has $200.04 million in total holdings as of June 30, 2025.Byrne Financial Freedom, LLC owns shares of 100 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.55% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, Byrne Financial Freedom, LLC has purchased 97 new stocks and bought additional shares in 42 stocks.Byrne Financial Freedom, LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $19,498,275ARK Innovation ETF $11,326,500Alphabet $10,496,645Microsoft $9,432,886PALANTIR TECHNOLOGIES INC $8,329,313 Largest New Holdings this Quarter 464287234 - iShares MSCI Emerging Markets ETF $2,023,957 Holding37954Y632 - Global X Artificial Intelligence & Technology ETF $717,397 Holding369604301 - GE Aerospace $617,736 Holding36828A101 - GE VERNOVA INC $284,153 Holding654106103 - NIKE $216,815 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 56,689 shares (about $2.09M)iShares MSCI Emerging Markets ETF 41,956 shares (about $2.02M)Global X Artificial Intelligence & Technology ETF 16,420 shares (about $717.40K)PALANTIR TECHNOLOGIES INC 4,568 shares (about $622.71K)GE Aerospace 2,400 shares (about $617.74K) Largest Sales this Quarter WisdomTree Japan Hedged Equity Fund 27,310 shares (about $3.12M)VanEck Morningstar Wide Moat ETF 26,560 shares (about $2.49M)VictoryShares Free Cash Flow ETF 10,241 shares (about $362.02K)Thermo Fisher Scientific 555 shares (about $225.01K)JPMorgan Ultra-Short Income ETF 3,382 shares (about $171.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofByrne Financial Freedom, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$19,498,275$222,900 ▲1.2%88,8759.7%Retail/WholesaleARKKARK Innovation ETF$11,326,500$120,970 ▼-1.1%161,1395.7%ETFGOOGAlphabet$10,496,645$388,837 ▲3.8%59,1735.2%Computer and TechnologyMSFTMicrosoft$9,432,886$107,441 ▲1.2%18,9644.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$8,329,313$622,712 ▲8.1%61,1014.2%CL ANEANuveen AMT-Free Quality Municipal Income Fund$7,477,643$14,283 ▼-0.2%684,7663.7%Financial ServicesAAPLApple$7,411,036$81,043 ▲1.1%36,1213.7%Computer and TechnologyARKFARK Fintech Innovation ETF$7,376,178$138,512 ▲1.9%146,8193.7%ETFFLQSFranklin U.S. Small Cap Multifactor Index ETF$7,146,120$114,042 ▼-1.6%173,8253.6%ETFQQQMInvesco NASDAQ 100 ETF$6,727,329$262,525 ▲4.1%29,6233.4%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$6,305,423$105,688 ▼-1.6%116,1003.2%ETFWMTWalmart$5,967,550$140,804 ▲2.4%61,0303.0%Retail/WholesaleIUSInvesco RAFI Strategic US ETF$5,404,036$599,722 ▲12.5%104,9322.7%ManufacturingCOSTCostco Wholesale$4,809,001$197,983 ▲4.3%4,8582.4%Retail/WholesalePTHInvesco Dorsey Wright Healthcare Momentum ETF$4,523,268$107,192 ▼-2.3%116,3392.3%ETFQQQInvesco QQQ$4,387,817$241,071 ▲5.8%7,9542.2%FinanceKBWRInvesco KBW Regional Banking ETF$3,677,862$114,482 ▲3.2%63,6421.8%ETFWCLDWisdomTree Cloud Computing Fund$3,429,704$46,657 ▲1.4%94,9001.7%ManufacturingMOATVanEck Morningstar Wide Moat ETF$3,385,116$2,491,097 ▼-42.4%36,0921.7%ETFVFLOVictoryShares Free Cash Flow ETF$3,304,808$362,020 ▼-9.9%93,4881.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,761,853$30,789 ▲1.1%28,9741.4%ETFRECSColumbia Research Enhanced Core ETF$2,719,984$2,085,580 ▲328.7%73,9331.4%ETFPULSPGIM Ultra Short Bond ETF$2,675,013$51,154 ▲1.9%53,7581.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,572,519$218,597 ▲9.3%59,0301.3%ETFNVDANVIDIA$2,287,602$226,722 ▲11.0%14,4791.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,167,043$118,641 ▼-5.2%3,5071.1%FinanceEEMiShares MSCI Emerging Markets ETF$2,023,957$2,023,957 ▲New Holding41,9561.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,980,700$118,659 ▲6.4%9,1141.0%FinanceAPHAmphenol$1,718,2500.0%17,4000.9%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$1,711,742$382,996 ▲28.8%21,1400.9%ETFINTUIntuit$1,590,065$2,363 ▼-0.1%2,0190.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,566,481$18,486 ▼-1.2%6,1860.8%ETFXLVHealth Care Select Sector SPDR Fund$1,327,158$65,778 ▼-4.7%9,8460.7%ETFXARSPDR S&P Aerospace & Defense ETF$1,294,733$211 ▲0.0%6,1380.6%ETFJPMJPMorgan Chase & Co.$1,211,032$24,644 ▼-2.0%4,1770.6%FinanceIBMInternational Business Machines$1,178,509$135,007 ▼-10.3%3,9980.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,081,802$22,624 ▼-2.0%20,6570.5%ETFQCOMQUALCOMM$1,076,891$99,535 ▼-8.5%6,7620.5%Computer and TechnologyHDHome Depot$1,076,594$2,933 ▲0.3%2,9360.5%Retail/WholesaleFTNTFortinet$958,9520.0%9,0710.5%Computer and TechnologyPYPLPayPal$956,206$153,323 ▼-13.8%12,8660.5%Business ServicesORCLOracle$863,185$109,319 ▼-11.2%3,9480.4%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$858,941$37,144 ▼-4.1%19,8410.4%ETFPANWPalo Alto Networks$844,959$49,318 ▲6.2%4,1290.4%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$717,397$717,397 ▲New Holding16,4200.4%ETFUUnity Software$699,864$126,421 ▼-15.3%28,9200.3%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$689,447$132,392 ▲23.8%6,2960.3%ETFDXJWisdomTree Japan Hedged Equity Fund$654,308$3,120,704 ▼-82.7%5,7260.3%FinanceFLHYFranklin High Yield Corporate ETF$646,987$12,833 ▼-1.9%26,5700.3%ETFAVGOBroadcom$642,997$74,966 ▲13.2%2,3330.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$634,167$171,402 ▼-21.3%12,5130.3%ETFGEGE Aerospace$617,736$617,736 ▲New Holding2,4000.3%AerospaceEPIWisdomTree India Earnings Fund$617,642$26,821 ▼-4.2%13,0110.3%FinanceMETAMeta Platforms$605,107$33,207 ▲5.8%8200.3%Computer and TechnologyTMOThermo Fisher Scientific$572,042$225,006 ▼-28.2%1,4110.3%MedicalADBEAdobe$542,4060.0%1,4020.3%Computer and TechnologyJNJJohnson & Johnson$519,233$1,528 ▲0.3%3,3990.3%MedicalDELLDell Technologies$516,816$13,975 ▲2.8%4,2160.3%Computer and TechnologyXOMExxon Mobil$500,3960.0%4,6420.3%EnergyBABoeing$438,667$21,158 ▲5.1%2,0940.2%AerospaceCSCOCisco Systems$433,777$35,940 ▼-7.7%6,2520.2%Computer and TechnologyAXONAxon Enterprise$419,766$101,009 ▲31.7%5070.2%AerospaceWFCWells Fargo & Company$413,4600.0%5,1600.2%FinanceLOWLowe's Companies$408,0180.0%1,8390.2%Retail/WholesaleUBERUber Technologies$407,042$24,536 ▲6.4%4,3630.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$399,075$4,530 ▲1.1%1,7620.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$384,209$21,298 ▲5.9%9,4890.2%ETFABBVAbbVie$368,908$2,414 ▼-0.7%1,9870.2%MedicalRTXRTX$368,183$38,556 ▲11.7%2,5210.2%AerospaceTSLATesla$364,674$3,177 ▲0.9%1,1480.2%Auto/Tires/TrucksLLYEli Lilly and Company$353,585$779 ▲0.2%4540.2%MedicalXBISPDR S&P Biotech ETF$347,641$31,099 ▼-8.2%4,1920.2%ETFXLIIndustrial Select Sector SPDR Fund$343,5960.0%2,3290.2%ETFGOOGLAlphabet$343,5140.0%1,9490.2%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$341,1820.0%3,4610.2%ETFVIGVanguard Dividend Appreciation ETF$340,2050.0%1,6620.2%ETFBACBank of America$335,991$4,780 ▼-1.4%7,1000.2%FinanceLMTLockheed Martin$329,9200.0%7120.2%AerospaceIJHiShares Core S&P Mid-Cap ETF$312,570$62 ▲0.0%5,0400.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$305,5920.0%5,9500.2%ETFGE VERNOVA INC$284,153$284,153 ▲New Holding5370.1%COMIHIiShares U.S. Medical Devices ETF$268,788$31,696 ▼-10.5%4,2910.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$266,9340.0%5,1000.1%ETFGLDSPDR Gold Shares$262,4590.0%8610.1%FinanceTJXTJX Companies$254,228$123 ▲0.0%2,0590.1%Retail/WholesaleTMUST-Mobile US$248,727$953 ▲0.4%1,0440.1%Computer and TechnologyCRMSalesforce$231,539$1,909 ▼-0.8%8490.1%Computer and TechnologySOSouthern$228,136$19,471 ▼-7.9%2,4840.1%UtilitiesPEPPepsiCo$222,455$924 ▲0.4%1,6850.1%Consumer StaplesNKENIKE$216,815$216,815 ▲New Holding3,0520.1%Consumer DiscretionaryNMTNuveen Massachusetts Quality Municipal Income Fund$212,137$4,057 ▼-1.9%18,0390.1%FinanceBMRNBioMarin Pharmaceutical$211,7440.0%3,8520.1%MedicalVTIVanguard Total Stock Market ETF$208,734$208,734 ▲New Holding6870.1%ETFVZVerizon Communications$206,830$389 ▲0.2%4,7800.1%Computer and TechnologyTXNTexas Instruments$206,790$206,790 ▲New Holding9960.1%Computer and TechnologyPGRProgressive$202,785$12,007 ▼-5.6%7600.1%FinanceABRArbor Realty Trust$166,370$12,380 ▲8.0%15,5480.1%FinancePFDFlaherty & Crumrine Preferred Income Fund$119,8860.0%10,6000.1%Financial ServicesPFOFlaherty & Crumrine Preferred and Income Fund$94,3500.0%10,2000.0%FinanceAURAurora Innovation$73,3600.0%14,0000.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access