Freegulliver LLC Top Holdings and 13F Report (2025)

About Freegulliver LLC

Investment Activity

Freegulliver LLC has $209.92 million in total holdings as of December 31, 2024.
Freegulliver LLC owns shares of 89 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 22.78% of the portfolio was purchased this quarter.
About 3.92% of the portfolio was sold this quarter.
This quarter, Freegulliver LLC has purchased 84 new stocks and bought additional shares in 31 stocks.
Freegulliver LLC sold shares of 38 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $50,658,394
iShares Russell Top 200 ETF: $28,992,051
Eli Lilly and Company: $13,669,804
Vanguard International Dividend Appreciation ETF: $11,957,652
Vanguard Dividend Appreciation ETF: $7,546,897

Largest New Holdings this Quarter

Invesco S&P MidCap Momentum ETF: $3,640,676 Holding
Novo Nordisk A/S: $3,625,915 Holding
First Horizon: $2,036,013 Holding
SPDR Gold Shares: $1,990,551 Holding
iShares iBoxx $ Investment Grade Corporate Bond ETF: $903,866 Holding

Largest Purchases this Quarter

Eli Lilly and Company: 17,447 shares (about $13.47M)
iShares Russell Top 200 ETF: 46,690 shares (about $6.76M)
Invesco S&P MidCap Momentum ETF: 29,472 shares (about $3.64M)
Novo Nordisk A/S: 42,152 shares (about $3.63M)
SPDR S&P 500 ETF Trust: 5,822 shares (about $3.41M)

Largest Sales this Quarter

John Hancock Multifactor Mid Cap ETF: 49,673 shares (about $2.97M)
NVIDIA: 3,681 shares (about $494.32K)
Apple: 1,816 shares (about $454.78K)
Microsoft: 869 shares (about $366.36K)
National Fuel Gas: 3,811 shares (about $231.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPM JPMorgan Chase & Co.	$50,658,394	$224,608 ▼	-0.4%	211,332	24.1%	Finance
IWL iShares Russell Top 200 ETF	$28,992,051	$6,756,539 ▲	30.4%	200,345	13.8%	ETF
LLY Eli Lilly and Company	$13,669,804	$13,469,084 ▲	6,710.4%	17,707	6.5%	Medical
VIGI Vanguard International Dividend Appreciation ETF	$11,957,652	$606,486 ▲	5.3%	149,489	5.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,546,897	$163,322 ▲	2.2%	38,538	3.6%	ETF
SPY SPDR S&P 500 ETF Trust	$7,275,597	$3,412,158 ▲	88.3%	12,414	3.5%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$6,759,782	$23,286 ▼	-0.3%	94,635	3.2%	ETF
BUFG FT Vest Buffered Allocation Growth ETF	$6,272,147	$1,172,301 ▲	23.0%	256,006	3.0%	ETF
JHMM John Hancock Multifactor Mid Cap ETF	$5,087,665	$2,966,993 ▼	-36.8%	85,177	2.4%	ETF
UNH UnitedHealth Group	$5,067,705	$80,432 ▼	-1.6%	10,018	2.4%	Medical
BUFR FT Vest Laddered Buffer ETF	$4,487,256	$2,829,627 ▲	170.7%	147,268	2.1%	ETF
SCHD Schwab US Dividend Equity ETF	$4,064,875	$2,722,447 ▲	202.8%	148,787	1.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$3,855,073	$339,754 ▲	9.7%	41,699	1.8%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$3,640,676	$3,640,676 ▲	New Holding	29,472	1.7%	ETF
NVO Novo Nordisk A/S	$3,625,915	$3,625,915 ▲	New Holding	42,152	1.7%	Medical
VO Vanguard Mid-Cap ETF	$2,623,833	$116,227 ▲	4.6%	9,933	1.2%	ETF
IGEB iShares Investment Grade Bond Factor ETF	$2,266,181	$245,533 ▲	12.2%	51,086	1.1%	ETF
FHN First Horizon	$2,036,013	$2,036,013 ▲	New Holding	101,093	1.0%	Finance
GLD SPDR Gold Shares	$1,990,551	$1,990,551 ▲	New Holding	8,221	0.9%	Finance
AAPL Apple	$1,958,605	$454,779 ▼	-18.8%	7,821	0.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,733,178	$172,494 ▲	11.1%	2,944	0.8%	ETF
IWM iShares Russell 2000 ETF	$1,665,065	$72,702 ▲	4.6%	7,535	0.8%	Finance
SYY Sysco	$1,465,127	$5,123 ▼	-0.3%	19,162	0.7%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,450,895	$143,718 ▼	-9.0%	16,506	0.7%	ETF
QQQ Invesco QQQ	$1,341,080	$104,812 ▲	8.5%	2,623	0.6%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$1,232,150	$102,036 ▼	-7.6%	17,872	0.6%	ETF
KO Coca-Cola	$1,225,339	$45,637 ▼	-3.6%	19,681	0.6%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$1,121,856	$1,058 ▼	-0.1%	32,870	0.5%	ETF
MSFT Microsoft	$971,349	$366,364 ▼	-27.4%	2,304	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$956,258	$33,334 ▼	-3.4%	3,299	0.5%	ETF
NOC Northrop Grumman	$943,273	$9,386 ▼	-1.0%	2,010	0.4%	Aerospace
VB Vanguard Small-Cap ETF	$941,448	$8,410 ▲	0.9%	3,918	0.4%	ETF
VOO Vanguard S&P 500 ETF	$930,685	$5,389 ▲	0.6%	1,727	0.4%	ETF
VXUS Vanguard Total International Stock ETF	$904,671	$144,620 ▲	19.0%	15,351	0.4%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$903,866	$903,866 ▲	New Holding	8,460	0.4%	Finance
FIW First Trust Water ETF	$772,231	$73,784 ▲	10.6%	7,567	0.4%	ETF
AMZN Amazon.com	$716,747	$179,680 ▼	-20.0%	3,267	0.3%	Retail/Wholesale
GOOGL Alphabet	$684,461	$140,868 ▼	-17.1%	3,615	0.3%	Computer and Technology
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$630,365	$54,923 ▲	9.5%	48,526	0.3%	Manufacturing
KKR KKR & Co. Inc.	$625,337	$11,243 ▼	-1.8%	4,227	0.3%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$593,672		0.0%	23,756	0.3%	ETF
CLOV Clover Health Investments	$567,000	$299,250 ▲	111.8%	180,000	0.3%	Medical
IJR iShares Core S&P Small-Cap ETF	$545,303	$66,146 ▲	13.8%	4,732	0.3%	ETF
URA Global X Uranium ETF	$514,264	$43,411 ▲	9.2%	19,203	0.2%	ETF
V Visa	$474,583	$40,155 ▲	9.2%	1,501	0.2%	Business Services
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$465,468	$43,557 ▲	10.3%	18,434	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$437,265	$254 ▲	0.1%	3,449	0.2%	ETF
PFE Pfizer	$411,799	$22,285 ▼	-5.1%	15,522	0.2%	Medical
ADM Archer-Daniels-Midland	$404,160	$230,927 ▲	133.3%	8,000	0.2%	Consumer Staples
AON AON	$399,745	$12,930 ▼	-3.1%	1,113	0.2%	Finance
AVGO Broadcom	$390,650	$143,972 ▼	-26.9%	1,685	0.2%	Computer and Technology
NVDA NVIDIA	$377,626	$494,325 ▼	-56.7%	2,812	0.2%	Computer and Technology
XOM Exxon Mobil	$372,149	$95,861 ▼	-20.5%	3,459	0.2%	Oils/Energy
VICI VICI Properties	$371,606	$2,103 ▲	0.6%	12,721	0.2%	Finance
ORCL Oracle	$364,108	$52,492 ▼	-12.6%	2,185	0.2%	Computer and Technology
SLF Sun Life Financial	$351,530	$351,530 ▲	New Holding	5,924	0.2%	Finance
DIS Walt Disney	$335,850	$33,407 ▼	-9.0%	3,016	0.2%	Consumer Discretionary
META Meta Platforms	$333,713	$188,850 ▼	-36.1%	569	0.2%	Computer and Technology
MET MetLife	$315,729	$7,615 ▼	-2.4%	3,856	0.2%	Finance
MUB iShares National Muni Bond ETF	$308,955	$42,416 ▲	15.9%	2,899	0.1%	ETF
BRK.B Berkshire Hathaway	$308,230	$137,344 ▼	-30.8%	680	0.1%	Finance
BDX Becton, Dickinson and Company	$288,352	$8,848 ▼	-3.0%	1,271	0.1%	Medical
INNOVATOR ETFS TRUST	$285,427	$285,427 ▲	New Holding	11,108	0.1%	US SMALL CAP POW
CVX Chevron	$282,407	$21,590 ▼	-7.1%	1,949	0.1%	Oils/Energy
VV Vanguard Large-Cap ETF	$274,015		0.0%	1,016	0.1%	ETF
HRL Hormel Foods	$272,919	$272,919 ▲	New Holding	8,700	0.1%	Consumer Staples
SPEM SPDR Portfolio Emerging Markets ETF	$263,602		0.0%	6,870	0.1%	ETF
EPD Enterprise Products Partners	$263,048	$25,966 ▲	11.0%	8,388	0.1%	Oils/Energy
VNQ Vanguard Real Estate ETF	$261,665	$7,127 ▼	-2.7%	2,937	0.1%	ETF
SJM J. M. Smucker	$253,276	$1,762 ▼	-0.7%	2,300	0.1%	Consumer Staples
HWC Hancock Whitney	$252,204	$602 ▼	-0.2%	4,609	0.1%	Finance
PCG PG&E	$251,521	$5,368 ▼	-2.1%	12,463	0.1%	Utilities
MCHP Microchip Technology	$250,161	$250,161 ▲	New Holding	4,362	0.1%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$247,095		0.0%	1,700	0.1%	ETF
LMT Lockheed Martin	$241,512	$17,008 ▲	7.6%	497	0.1%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$238,574	$65,992 ▼	-21.7%	4,989	0.1%	ETF
FLO Flowers Foods	$237,590	$517 ▼	-0.2%	11,500	0.1%	Consumer Staples
BEN Franklin Resources	$231,306	$231,306 ▲	New Holding	11,400	0.1%	Finance
NFG National Fuel Gas	$230,584	$231,251 ▼	-50.1%	3,800	0.1%	Oils/Energy
WMT Walmart	$228,043	$66,588 ▼	-22.6%	2,524	0.1%	Retail/Wholesale
LANC Lancaster Colony	$225,082	$225,082 ▲	New Holding	1,300	0.1%	Consumer Staples
STIP iShares 0-5 Year TIPS Bond ETF	$222,527		0.0%	2,212	0.1%	ETF
LMND Lemonade	$218,246	$218,246 ▲	New Holding	5,950	0.1%	Finance
ROOT Root	$203,252	$203,252 ▲	New Holding	2,800	0.1%	Finance
TOI Oncology Institute	$185,631	$127,487 ▲	219.3%	600,747	0.1%	Medical
ALVOW Alvotech	$172,294	$172,294 ▲	New Holding	55,400	0.1%	Medical
WBA Walgreens Boots Alliance	$105,541	$48,367 ▼	-31.4%	11,312	0.1%	Retail/Wholesale
REFR Research Frontiers	$34,200		0.0%	20,000	0.0%	Computer and Technology
TOIIW Oncology Institute	$96	$906 ▼	-90.4%	18,500	0.0%	Medical
PPG PPG Industries	$0	$297,505 ▼	-100.0%	0	0.0%	Basic Materials
PII Polaris	$0	$266,867 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
GOOG Alphabet	$0	$266,166 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$249,999 ▼	-100.0%	0	0.0%	Retail/Wholesale
ABT Abbott Laboratories	$0	$231,440 ▼	-100.0%	0	0.0%	Medical
KOF Coca-Cola FEMSA	$0	$208,847 ▼	-100.0%	0	0.0%	Consumer Staples
ME 23andMe	$0	$135,525 ▼	-100.0%	0	0.0%	Medical
ALVOTECH	$0	$118,376 ▼	-100.0%	0	0.0%	ORDINARY SHARES
OPTN OptiNose	$0	$19,062 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Freegulliver LLC Top Holdings and 13F Report (2025)

About Freegulliver LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Freegulliver LLC Top Holdings and 13F Report (2025)

About Freegulliver LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFreegulliver LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools