FW

FREEDOM WEALTH ALLIANCE, LLC

13F
FREEDOM WEALTH ALLIANCE, LLC
Last update 2023-11-11 47 Stocks (7 new)
Value $61.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHB(22.15%)SPHQ(12.13%)SPLG(8.74%)CFO(8.38%)DGRW(7.22%)
Summary Stock Picks Current Portfolio
FREEDOM WEALTH ALLIANCE, LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB
Schwab U.S. Broad Market ETF
270,045
13,461.7
+3.06%
22.150
+0.66%
0.060
+22.90%
+7.46%
34,974.6
 
SPHQ
Invesco S&P 500 Quality ETF
147,392
7,375.5
+1.69%
12.130
+0.20%
0.150
+16.07%
+7.16%
14,513.0
 
SPLG
SPDR Portfolio S&P 500 ETF
105,742
5,314.6
-8.03%
8.740
-0.68%
0.030
+22.69%
+7.95%
77,428.7
 
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF
86,447
5,093.5
-7.02%
8.380
-0.57%
0.720
+13.73%
+4.81%
412.0
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
69,080
4,385.9
-0.78%
7.220
-0.05%
0.050
+15.77%
+5.73%
15,994.2
 
YYY
Amplify High Income ETF
386,190
4,290.6
+4.80%
7.060
+0.32%
1.300
+13.04%
+8.37%
581.8
 
AAPL
Apple Inc
15,154
2,594.5
-6.88%
4.270
-0.30%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
VTI
Vanguard Total Stock Market ETF
9,464
2,010.3
-3.51%
3.310
-0.11%
0.000
+22.87%
+7.47%
473,883.1
 
FTCS
First Trust Capital Strength ETF
19,311
1,421.9
+1.29%
2.340
+0.03%
0.020
+7.01%
+3.38%
8,334.5
 
PCEF
Invesco CEF Income Composite ETF
68,922
1,178.6
+3.88%
1.940
+0.07%
0.190
+14.18%
+6.86%
815.1
 

FREEDOM WEALTH ALLIANCE, LLC's Historical Top Holdings Breakdowns

FREEDOM WEALTH ALLIANCE, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOL
abrdn Physical Gold Shares ETF
2023-09-30
Sold Out
Sold Out
-1.04%
●
17.69 ($18.44) 18.94
$32.42
75.81%
Sold Out
0
-39,859
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2023-09-30
Sold Out
Sold Out
-0.88%
●
99.36 ($99.79) 100.14
$100.46
0.67%
Sold Out
0
-6,314
SPLG
SPDR Portfolio S&P 500 ETF
2023-09-30
Reduce
Reduce
-0.68%
●
50.09 ($52.31) 53.81
$73.96
41.39%
Reduce -8.03%
105,742
-9,232
SCHB
Schwab U.S. Broad Market ETF
2023-09-30
Add
Add
+0.66%
●
49.59 ($51.92) 53.57
$24.25
-53.29%
Add 3.06%
270,045
8,010
CRESY
Cresud SACIF y A
2023-09-30
Sold Out
Sold Out
-0.65%
●
6.64 ($7.6) 8.24
$10.73
41.18%
Sold Out
0
-56,421
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF
2023-09-30
Reduce
Reduce
-0.57%
●
58.71 ($61.46) 63.37
$71.65
16.58%
Reduce -7.02%
86,447
-6,523
IBM
International Business Machines Corp
International Business Machines Corp
2023-09-30
Sold Out
Sold Out
-0.56%
●
132.08 ($142.28) 149.83
$284.71
100.11%
Sold Out
0
-2,992
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
VanEck J.P. Morgan EM Local Currency Bond ETF
2023-09-30
Sold Out
Sold Out
-0.50%
●
23.7 ($25.06) 26.05
$25.24
0.72%
Sold Out
0
-13,698
TGNA
Tegna Inc
2023-09-30
Sold Out
Sold Out
-0.44%
●
14.51 ($16.21) 17.11
$16.57
2.22%
Sold Out
0
-19,042
HON
Honeywell International Inc
2023-09-30
Sold Out
Sold Out
-0.43%
●
184.12 ($194.12) 209.68
$235.22
21.17%
Sold Out
0
-1,479

FREEDOM WEALTH ALLIANCE, LLC Total Holding History ($B)

To

FREEDOM WEALTH ALLIANCE, LLC's Asset Allocation

To

FREEDOM WEALTH ALLIANCE, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FREEDOM WEALTH ALLIANCE, LLC's Hypothetical Growth since 2023-09-30

FREEDOM WEALTH ALLIANCE, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FREEDOM WEALTH ALLIANCE, LLC's Holdings Heat Map

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FREEDOM WEALTH ALLIANCE, LLC's Holdings Bubble Chart

FREEDOM WEALTH ALLIANCE, LLC News

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