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
-0.89%
+0.07%
32,560.5
 
SPHQ 		Invesco S&P 500 Quality ETF
147,392
7,375.5
+1.69%
12.130
+0.20%
0.150
-0.10%
+4.76%
13,514.7
 
SPLG 		SPDR Portfolio S&P 500 ETF
105,742
5,314.6
-8.03%
8.740
-0.68%
0.030
-0.78%
+0.59%
67,115.5
 
CFO 		VictoryShares US 500 Enhanced Volatility Wtd ETF
86,447
5,093.5
-7.02%
8.380
-0.57%
0.720
-2.19%
+0.86%
411.4
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
69,080
4,385.9
-0.78%
7.220
-0.05%
0.050
-2.94%
+0.01%
15,083.5
 
YYY 		Amplify High Income ETF
386,190
4,290.6
+4.80%
7.060
+0.32%
1.300
-0.21%
+3.69%
546.1
 
AAPL 		Apple Inc
15,154
2,594.5
-6.88%
4.270
-0.30%
0.000
-17.02%
-19.77%
2,993,438.2
Hardware
VTI 		Vanguard Total Stock Market ETF
9,464
2,010.3
-3.51%
3.310
-0.11%
0.000
-0.94%
+0.14%
448,715.6
 
FTCS 		First Trust Capital Strength ETF
19,311
1,421.9
+1.29%
2.340
+0.03%
0.020
-0.95%
+3.02%
8,370.7
 
PCEF 		Invesco CEF Income Composite ETF
68,922
1,178.6
+3.88%
1.940
+0.07%
0.190
-0.78%
+2.18%
791.5
 

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 ETF2023-09-30Sold Out
-1.04%
●
17.69 ($18.44) 18.94
$31.46
70.61%
Sold Out
0
-39,859
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2023-09-30Sold Out
-0.88%
●
99.36 ($99.79) 100.14
$100.50
0.71%
Sold Out
0
-6,314
SPLG 		SPDR Portfolio S&P 500 ETF2023-09-30Reduce
-0.68%
●
50.09 ($52.31) 53.81
$69.12
32.14%
Reduce -8.03%
105,742
-9,232
SCHB 		Schwab U.S. Broad Market ETF2023-09-30Add
+0.66%
●
49.59 ($51.92) 53.57
$22.65
-56.38%
Add 3.06%
270,045
8,010
CRESY 		Cresud SACIF y A2023-09-30Sold Out
-0.65%
●
6.64 ($7.6) 8.24
$12.41
63.29%
Sold Out
0
-56,421
CFO 		VictoryShares US 500 Enhanced Volatility Wtd ETF2023-09-30Reduce
-0.57%
●
58.71 ($61.46) 63.37
$69.34
12.82%
Reduce -7.02%
86,447
-6,523
IBM 		International Business Machines Corp2023-09-30Sold Out
-0.56%
●
132.08 ($142.28) 149.83
$260.24
82.91%
Sold Out
0
-2,992
EMLC 		VanEck J.P. Morgan EM Local Currency Bond ETF2023-09-30Sold Out
-0.50%
●
23.7 ($25.06) 26.05
$24.64
-1.68%
Sold Out
0
-13,698
TGNA 		Tegna Inc2023-09-30Sold Out
-0.44%
●
14.51 ($16.21) 17.11
$16.75
3.33%
Sold Out
0
-19,042
HON 		Honeywell International Inc2023-09-30Sold Out
-0.43%
●
184.12 ($194.12) 209.68
$224.61
15.71%
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

Size field:

FREEDOM WEALTH ALLIANCE, LLC's Holdings Bubble Chart

FREEDOM WEALTH ALLIANCE, LLC News

  • 1

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