FD
| |
Freedom Day Solutions, LLC13F | |
| Freedom Day Solutions, LLC | |
| Last update 2025-05-01 | 95 Stocks (7 new) |
| Value $327.00 Mil | Turnover 5 % |
Freedom Day Solutions, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBOX | Freedom Day Dividend ETF | 3,095,671 | 102,626.8 | +1.71% | 31.400 | +0.53% | 82.330 | +8.60% | +3.88% | 123.2 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 147,460 | 10,028.7 | -2.24% | 3.070 | -0.07% | 0.110 | +19.28% | +7.20% | 10,689.3 | ||
AAPL | Apple Inc | 41,141 | 9,138.6 | -3.98% | 2.800 | -0.13% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
USRT | iShares Core U.S. REIT ETF | 153,939 | 8,866.9 | +4.79% | 2.710 | +0.12% | 0.300 | +4.16% | +0.41% | 2,971.2 | ||
VXUS | Vanguard Total International Stock | 129,964 | 8,070.7 | +4.99% | 2.470 | +0.12% | 0.010 | +13.52% | +18.48% | 92,038.5 | ||
PFF | iShares U.S. Preferred Stock | 236,093 | 7,255.1 | +8.56% | 2.220 | +0.18% | 0.050 | +7.39% | +2.55% | 14,223.1 | ||
MSFT | Microsoft Corp | 15,507 | 5,821.2 | -5.16% | 1.780 | -0.11% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AJG | Arthur J. Gallagher & Co | 15,146 | 5,229.0 | 0% | 1.600 | 0% | 0.010 | -4.70% | +10.75% | 80,180.4 | Insurance | |
AMZN | Amazon.com Inc | 25,804 | 4,909.4 | -1.93% | 1.500 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 8,626 | 4,594.0 | -3.94% | 1.410 | -0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance |
Freedom Day Solutions, LLC's Historical Top Holdings Breakdowns
Freedom Day Solutions, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 2025-03-31 | Add Add | +0.89% | 235.61 ($261.55) 291.22 | $246.41 | -5.79% | Add 285.63% | 13,821 | 10,237 | |
HEI | Heico Corp | 2025-03-31 | New Buy New Buy | +0.81% | 219.6 ($243.5) 270.85 | $322.44 | 32.42% | New holding | 9,928 | 9,928 | |
AME | AMETEK Inc | 2025-03-31 | New Buy New Buy | +0.74% | 170.39 ($181.78) 190.43 | $178.51 | -1.80% | New holding | 14,077 | 14,077 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Sold Out Sold Out | -0.59% | 497.6 ($541.6) 606.74 | $414.75 | -23.42% | Sold Out | 0 | -3,796 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 161.13 ($181.79) 209.29 | $162.09 | -10.84% | Sold Out | 0 | -11,014 | |
POWL | Powell Industries Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 155.56 ($209.11) 311.38 | $228.25 | 9.15% | Sold Out | 0 | -8,677 | |
ROP | Roper Technologies Inc | 2025-03-31 | New Buy New Buy | +0.55% | 502.71 ($561.16) 593.81 | $544.79 | -2.92% | New holding | 3,067 | 3,067 | |
MBOX | Freedom Day Dividend ETF | 2025-03-31 | Add Add | +0.53% | 32.44 ($33.76) 34.88 | $33.76 | 0% | Add 1.71% | 3,095,671 | 51,940 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.49% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -25.3% | 36,187 | -12,258 | |
FCFS | FirstCash Holdings Inc | 2025-03-31 | New Buy New Buy | +0.47% | 102.59 ($113.4) 120.32 | $132.60 | 16.93% | New holding | 12,670 | 12,670 |
Freedom Day Solutions, LLC Total Holding History ($B)
Freedom Day Solutions, LLC's Asset Allocation
Freedom Day Solutions, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Freedom Day Solutions, LLC's Hypothetical Growth since 2025-03-31
Freedom Day Solutions, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Freedom Day Solutions, LLC's Holdings Heat Map
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Freedom Day Solutions, LLC's Holdings Bubble Chart
Freedom Day Solutions, LLC News
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