FT
| |
Freedom Together Foundation13F | |
| Freedom Together Foundation | |
| Last update 2025-05-16 | 22 Stocks (0 new) |
| Value $765.00 Mil | Turnover 0 % |
Freedom Together Foundation Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 1,248,000 | 698,118.7 | -11.99% | 91.260 | -11.07% | 0.120 | +19.62% | +7.94% | 648,846.5 | ||
AAPL | Apple Inc | 67,737 | 15,046.4 | 0% | 1.970 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
UNH | UnitedHealth Group Inc | 14,355 | 7,518.4 | 0% | 0.980 | 0% | 0.000 | -32.78% | -42.99% | 258,653.0 | Healthcare Plans | |
LLY | Eli Lilly and Co | 8,868 | 7,324.2 | 0% | 0.960 | 0% | 0.000 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers | |
ADP | Automatic Data Processing Inc | 17,487 | 5,342.8 | 0% | 0.700 | 0% | 0.000 | +3.96% | +4.57% | 122,986.5 | Software | |
JPM | JPMorgan Chase & Co | 19,855 | 4,870.4 | 0% | 0.640 | 0% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
TXN | Texas Instruments Inc | 24,325 | 4,371.2 | 0% | 0.570 | 0% | 0.000 | +47.69% | +16.45% | 195,362.3 | Semiconductors | |
ORCL | Oracle Corp | 23,444 | 3,277.7 | 0% | 0.430 | 0% | 0.000 | +87.53% | +44.06% | 668,811.2 | Software | |
CSCO | Cisco Systems Inc | 45,958 | 2,836.1 | 0% | 0.370 | 0% | 0.000 | +24.58% | +17.40% | 269,913.5 | Hardware | |
A | Agilent Technologies Inc | 20,357 | 2,381.4 | 0% | 0.310 | 0% | 0.010 | +13.25% | -13.14% | 33,005.5 | Medical Diagnostics & Research |
Freedom Together Foundation's Historical Top Holdings Breakdowns
Freedom Together Foundation's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -11.07% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -11.99% | 1,248,000 | -170,000 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Add Add | +24.76% | 567.8 ($589.49) 607.81 | $628.86 | 6.68% | Add 36.64% | 1,418,000 | 380,200 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -6.69% | 221.69 ($235.83) 259.02 | $214.40 | -9.09% | Reduce -80.06% | 67,737 | -272,000 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Reduce Reduce | -3.52% | 485.52 ($567.94) 625.25 | $285.13 | -49.80% | Reduce -79.88% | 14,355 | -57,000 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce Reduce | -3.28% | 727.2 ($827.11) 932.06 | $776.44 | -6.13% | Reduce -79.78% | 8,868 | -35,000 | |
TXN | Texas Instruments Inc | 2024-12-31 | Reduce Reduce | -2.14% | 184.47 ($199.85) 220.29 | $214.92 | 7.54% | Reduce -80.11% | 24,325 | -98,000 | |
ADP | Automatic Data Processing Inc | 2024-12-31 | Reduce Reduce | -2.11% | 282.12 ($295.77) 307.97 | $302.98 | 2.44% | Reduce -80.46% | 17,487 | -72,000 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce Reduce | -1.78% | 205.23 ($233.33) 250.29 | $291.43 | 24.90% | Reduce -80.12% | 19,855 | -80,000 | |
ORCL | Oracle Corp | 2024-12-31 | Reduce Reduce | -1.64% | 165.41 ($177.81) 192.43 | $238.11 | 33.91% | Reduce -79.51% | 23,444 | -91,000 | |
A | Agilent Technologies Inc | 2024-12-31 | Reduce Reduce | -1.27% | 125.69 ($136.84) 146.54 | $116.19 | -15.09% | Reduce -79.92% | 20,357 | -81,000 |
Freedom Together Foundation Total Holding History ($B)
Freedom Together Foundation's Asset Allocation
Freedom Together Foundation Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Freedom Together Foundation's Hypothetical Growth since 2025-03-31
Freedom Together Foundation's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Freedom Together Foundation's Holdings Heat Map
Size field:
Freedom Together Foundation's Holdings Bubble Chart
Freedom Together Foundation News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers