Freedom Financial Partners LLC Top Holdings and 13F Report (2025) About Freedom Financial Partners LLCInvestment ActivityFreedom Financial Partners LLC has $214.76 million in total holdings as of March 31, 2025.Freedom Financial Partners LLC owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.38% of the portfolio was purchased this quarter.About 1.72% of the portfolio was sold this quarter.This quarter, Freedom Financial Partners LLC has purchased 69 new stocks and bought additional shares in 44 stocks.Freedom Financial Partners LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $21,958,384Vanguard S&P 500 ETF $20,963,587Avantis International Equity ETF $15,272,966Capital Group International Focus Equity ETF $13,799,012Apple $13,432,568 Largest New Holdings this Quarter 29362U104 - Entegris $1,487,160 Holding478160104 - Johnson & Johnson $484,791 Holding902973304 - U.S. Bancorp $374,154 Holding14020Y805 - CAPITAL GRP FIXED INCM ETF T $238,237 Holding94106L109 - Waste Management $220,473 Holding Largest Purchases this Quarter Hartford Total Return Bond ETF 45,679 shares (about $1.55M)Capital Group International Focus Equity ETF 61,991 shares (about $1.52M)Entegris 17,000 shares (about $1.49M)Avantis International Equity ETF 18,888 shares (about $1.25M)J P MORGAN EXCHANGE TRADED F 12,963 shares (about $870.98K) Largest Sales this Quarter Vanguard S&P 500 ETF 778 shares (about $399.83K)W. P. Carey 2,530 shares (about $159.67K)Vanguard FTSE Developed Markets ETF 2,767 shares (about $140.64K)VanEck Semiconductor ETF 545 shares (about $115.25K)Apple 473 shares (about $105.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFreedom Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$21,958,384$798,349 ▲3.8%237,69610.2%ETFVOOVanguard S&P 500 ETF$20,963,587$399,825 ▼-1.9%40,7929.8%ETFAVDEAvantis International Equity ETF$15,272,966$1,251,706 ▲8.9%230,4667.1%ETFCGXUCapital Group International Focus Equity ETF$13,799,012$1,517,540 ▲12.4%563,6856.4%ETFAAPLApple$13,432,568$105,067 ▼-0.8%60,4726.3%Computer and TechnologyVOVanguard Mid-Cap ETF$10,649,273$747,159 ▲7.5%41,1775.0%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$8,052,841$757,308 ▲10.4%282,1603.7%ETFCGCPCapital Group Core Plus Income ETF$8,006,602$427,537 ▲5.6%356,6423.7%ETFVUGVanguard Growth ETF$7,499,782$29,665 ▲0.4%20,2253.5%ETFDFACDimensional U.S. Core Equity 2 ETF$7,438,867$99,597 ▼-1.3%225,4893.5%ETFVWOVanguard FTSE Emerging Markets ETF$7,117,270$531,307 ▲8.1%157,2533.3%ETFAVEMAvantis Emerging Markets Equity ETF$6,914,493$517,341 ▲8.1%114,9163.2%ETFCAPITAL GRP FIXED INCM ETF T$6,014,229$236,441 ▲4.1%228,8522.8%CORE BOND ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$5,007,037$292,776 ▲6.2%89,4432.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$4,726,170$498,145 ▲11.8%117,3042.2%ETFPIMCO ETF TR$4,198,433$140,278 ▲3.5%45,4032.0%ACTIVE BD ETFHTRBHartford Total Return Bond ETF$3,566,435$1,546,689 ▲76.6%105,3291.7%ETFRUNNRunning Oak Efficient Growth ETF$3,503,179$189,261 ▲5.7%108,0231.6%ETFECLEcolab$3,169,410$254 ▲0.0%12,5021.5%Basic MaterialsWPCW. P. Carey$2,871,439$159,668 ▼-5.3%45,4991.3%FinanceJ P MORGAN EXCHANGE TRADED F$2,565,711$870,982 ▲51.4%38,1861.2%U S TECH LEADERSSCHPSchwab U.S. TIPS ETF$2,155,256$425,291 ▲24.6%80,1511.0%ETFCGMUCapital Group Municipal Income ETF$1,884,397$299,793 ▲18.9%70,2610.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,557,889$18,369 ▼-1.2%14,3330.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,535,895$92,956 ▲6.4%30,3360.7%ETFENTGEntegris$1,487,160$1,487,160 ▲New Holding17,0000.7%Computer and TechnologyARK 21SHARES BITCOIN ETF$1,405,753$10,193 ▼-0.7%17,1020.7%SHS BEN INTXLUUtilities Select Sector SPDR Fund$1,399,267$26,651 ▼-1.9%17,7460.7%ETFAMZNAmazon.com$1,377,292$46,423 ▲3.5%7,2390.6%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,273,462$28,613 ▼-2.2%59,1480.6%ETFDVYiShares Select Dividend ETF$1,242,597$5,506 ▼-0.4%9,2530.6%ETFVTVVanguard Value ETF$1,234,842$2,245 ▲0.2%7,1490.6%ETFVBVanguard Small-Cap ETF$1,193,114$75,623 ▼-6.0%5,3800.6%ETFSDYSPDR S&P Dividend ETF$1,172,817$5,970 ▲0.5%8,6440.5%ETFPIDInvesco International Dividend Achievers ETF$979,146$13,139 ▼-1.3%51,3450.5%ManufacturingVEAVanguard FTSE Developed Markets ETF$949,034$140,645 ▼-12.9%18,6710.4%ETFMSFTMicrosoft$943,750$2,252 ▼-0.2%2,5140.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$883,201$102,120 ▲13.1%17,1330.4%ETFPHYLPGIM Active High Yield Bond ETF$831,992$383,613 ▲85.6%23,8940.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$795,194$19,537 ▲2.5%8,3440.4%FinanceQQQInvesco QQQ$744,362$2,345 ▼-0.3%1,5870.3%FinancePEPPepsiCo$742,876$108,867 ▲17.2%4,9540.3%Consumer StaplesNVDANVIDIA$703,381$14,631 ▲2.1%6,4900.3%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$641,623$4,204 ▲0.7%36,4770.3%ETFMDIVFirst Trust Multi-Asset Diversified Income Index Fund$575,544$1,047 ▲0.2%35,1960.3%ManufacturingXELXcel Energy$534,362$71 ▲0.0%7,5490.2%UtilitiesGRAYSCALE ETHEREUM MINI TR E$528,861$17,926 ▲3.5%30,7120.2%SHS NEWDFSUDimensional US Sustainability Core 1 ETF$523,385$1,146 ▲0.2%14,6160.2%ETFTSLATesla$492,922$18,660 ▼-3.6%1,9020.2%Auto/Tires/TrucksJNJJohnson & Johnson$484,791$484,791 ▲New Holding2,9230.2%MedicalPGProcter & Gamble$482,451$341 ▲0.1%2,8310.2%Consumer StaplesGLDSPDR Gold Shares$472,8380.0%1,6410.2%FinanceDALDelta Air Lines$472,807$87 ▲0.0%10,8440.2%TransportationDFAUDimensional US Core Equity Market ETF$457,704$577 ▲0.1%11,9070.2%ETFQQQMInvesco NASDAQ 100 ETF$377,2740.0%1,9550.2%ETFUSBU.S. Bancorp$374,154$374,154 ▲New Holding8,8620.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$355,533$420 ▲0.1%8470.2%FinanceSMHVanEck Semiconductor ETF$352,098$115,251 ▼-24.7%1,6650.2%ManufacturingXVViShares ESG Select Screened S&P 500 ETF$344,321$93,653 ▲37.4%8,0480.2%ETFDFSIDimensional International Sustainability Core 1 ETF$339,095$25,435 ▼-7.0%9,7190.2%ETFJPMJPMorgan Chase & Co.$298,201$981 ▼-0.3%1,2160.1%FinanceMAINMain Street Capital$276,133$18,665 ▲7.2%4,8820.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$274,653$1,313 ▲0.5%8,1550.1%ETFCATCaterpillar$268,000$330 ▲0.1%8130.1%IndustrialsULTAUlta Beauty$238,6180.0%6510.1%Retail/WholesaleCAPITAL GRP FIXED INCM ETF T$238,237$238,237 ▲New Holding9,5060.1%MUNICIPAL HIGH IBITWISE BITCOIN ETF TR$233,959$3,321 ▲1.4%5,2130.1%SHS BEN INTTRVTravelers Companies$227,322$264 ▲0.1%8600.1%FinanceWMWaste Management$220,473$220,473 ▲New Holding9520.1%Business ServicesVBRVanguard Small-Cap Value ETF$216,984$559 ▲0.3%1,1650.1%ETFDFAIDimensional International Core Equity Market ETF$213,004$213,004 ▲New Holding6,8200.1%ETFFASTFastenal$206,671$206,671 ▲New Holding2,6650.1%Retail/WholesaleCOSTCostco Wholesale$205,851$205,851 ▲New Holding2180.1%Retail/WholesaleVSGXVanguard ESG International Stock ETF$205,255$205,255 ▲New Holding3,4800.1%ETFEPDEnterprise Products Partners$204,794$204,794 ▲New Holding5,9990.1%EnergyVOEVanguard Mid-Cap Value ETF$200,292$58,098 ▼-22.5%1,2480.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$0$1,121,733 ▼-100.0%00.0%ETFBNDWVanguard Total World Bond ETF$0$830,653 ▼-100.0%00.0%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$0$432,337 ▼-100.0%00.0%ManufacturingShowing 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.
