$1.25 Billion is the total value of Freedom Investment Management, Inc.'s 680 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 40.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $51,152,000 | +133.6% | 588,565 | +100.5% | 4.10% | +141.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $41,879,000 | +309.2% | 148,256 | +262.1% | 3.36% | +322.1% |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $30,074,000 | +495.1% | 836,079 | +455.6% | 2.41% | +514.0% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $20,786,000 | +17.4% | 762,776 | +12.1% | 1.67% | +21.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $14,971,000 | +240.3% | 285,927 | +234.7% | 1.20% | +251.2% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $13,413,000 | +11.6% | 108,873 | +10.0% | 1.08% | +15.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $12,186,000 | +22.9% | 144,870 | +22.2% | 0.98% | +26.8% |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $12,038,000 | +395.6% | 661,797 | +365.8% | 0.97% | +411.1% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $11,455,000 | +235.7% | 224,996 | +232.1% | 0.92% | +246.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $11,341,000 | +329.1% | 111,670 | +326.5% | 0.91% | +341.7% |
| IBDK | Buy | ISHARES TRibonds dec19 etf | $9,435,000 | +256.0% | 379,530 | +255.2% | 0.76% | +267.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $7,860,000 | +305.6% | 78,851 | +298.8% | 0.63% | +317.9% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $7,607,000 | +328.6% | 150,789 | +320.7% | 0.61% | +342.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $7,601,000 | +327.0% | 156,143 | +320.3% | 0.61% | +342.0% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $7,549,000 | +70.2% | 202,873 | +48.7% | 0.61% | +75.7% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $7,479,000 | +109.7% | 604,149 | +108.2% | 0.60% | +116.6% |
| IGVT | Buy | DBX ETF TRxtrck brcly trsy | $7,480,000 | +247.1% | 148,532 | +238.1% | 0.60% | +257.1% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $7,167,000 | +144.2% | 233,437 | +141.5% | 0.58% | +152.2% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $6,707,000 | +65.4% | 51,753 | +50.4% | 0.54% | +70.8% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $6,440,000 | +79.8% | 58,513 | +69.8% | 0.52% | +85.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,854,000 | +107.5% | 53,676 | +102.7% | 0.47% | +114.6% |
| REZ | New | ISHARES TRresidnl real est | $5,696,000 | – | 80,561 | +100.0% | 0.46% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,365,000 | +1487.3% | 126,226 | +1323.7% | 0.43% | +1553.8% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $4,917,000 | +23.5% | 38,869 | +0.3% | 0.40% | +27.4% |
| FB | Buy | FACEBOOK INCcl a | $4,842,000 | +84.5% | 29,048 | +45.0% | 0.39% | +90.2% |
| MSFT | Buy | MICROSOFT CORP | $4,761,000 | +19.6% | 40,366 | +3.0% | 0.38% | +23.2% |
| DIS | Buy | DISNEY WALT CO | $4,720,000 | +7.7% | 42,508 | +6.4% | 0.38% | +11.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,711,000 | +27.3% | 23,452 | +29.4% | 0.38% | +31.2% |
| EWH | New | ISHARES INCmsci hong kg etf | $4,321,000 | – | 164,877 | +100.0% | 0.35% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $4,326,000 | – | 58,459 | +100.0% | 0.35% | – |
| MSCI | Buy | MSCI INC | $4,190,000 | +35.4% | 21,074 | +0.4% | 0.34% | +39.4% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $4,190,000 | – | 55,841 | +100.0% | 0.34% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,013,000 | +48.0% | 71,950 | +43.9% | 0.32% | +52.6% |
| C | Buy | CITIGROUP INC | $3,979,000 | +173.3% | 63,957 | +128.7% | 0.32% | +182.3% |
| FALN | Buy | ISHARES TRfaln angls usd | $3,967,000 | +15.0% | 150,739 | +6.6% | 0.32% | +18.7% |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $3,908,000 | +39.8% | 179,754 | +1.6% | 0.31% | +44.7% |
| MELI | Buy | MERCADOLIBRE INC | $3,875,000 | +106.0% | 7,632 | +18.8% | 0.31% | +113.0% |
| CMBS | Buy | ISHARES TRcmbs etf | $3,782,000 | +250.2% | 73,200 | +240.8% | 0.30% | +260.7% |
| HYXU | Buy | ISHARES INCintl high yield | $3,663,000 | +194.2% | 73,492 | +185.1% | 0.29% | +203.1% |
| PGHY | Buy | INVESCO EXCHNG TRADED FD TRgbl srt trm hy | $3,649,000 | +248.9% | 156,273 | +239.2% | 0.29% | +261.7% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $3,607,000 | +248.5% | 78,325 | +238.4% | 0.29% | +261.2% |
| CAE | Buy | CAE INC | $3,552,000 | +27.6% | 160,367 | +5.7% | 0.28% | +31.9% |
| BAC | Buy | BANK AMER CORP | $3,459,000 | +29.4% | 125,363 | +15.5% | 0.28% | +33.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,359,000 | +47.6% | 12,270 | +20.6% | 0.27% | +52.0% |
| IBDL | Buy | ISHARES TRibonds dec20 etf | $3,332,000 | +71.8% | 132,047 | +70.0% | 0.27% | +76.8% |
| FISV | Buy | FISERV INC | $3,296,000 | +42.7% | 37,334 | +18.8% | 0.26% | +46.7% |
| SYK | Buy | STRYKER CORP | $3,258,000 | +71.9% | 16,497 | +36.5% | 0.26% | +77.6% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,235,000 | +71.9% | 20,804 | +48.7% | 0.26% | +78.1% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $3,229,000 | +16.7% | 53,555 | +4.2% | 0.26% | +20.5% |
| F | Buy | FORD MTR CO DEL | $3,232,000 | +365.0% | 368,090 | +304.9% | 0.26% | +379.6% |
| LTPZ | Buy | PIMCO ETF TR15+ yr us tips | $3,144,000 | +400.6% | 47,215 | +368.9% | 0.25% | +414.3% |
| BKNG | Buy | BOOKING HLDGS INC | $3,126,000 | +25.5% | 1,792 | +23.9% | 0.25% | +29.4% |
| GLPG | Buy | GALAPAGOS NVspon adr | $3,017,000 | +58.0% | 25,614 | +23.1% | 0.24% | +63.5% |
| INXN | Buy | INTERXION HOLDING N.V | $2,994,000 | +42.4% | 44,871 | +15.5% | 0.24% | +46.3% |
| GIB | Buy | GROUPE CGI INCcl a sub vtg | $2,997,000 | +24.6% | 43,588 | +10.9% | 0.24% | +28.3% |
| T | Buy | AT&T INC | $2,985,000 | +118.8% | 95,185 | +99.2% | 0.24% | +125.5% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $2,929,000 | +389.0% | 138,670 | +377.0% | 0.24% | +400.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,905,000 | +40.2% | 26,583 | +22.3% | 0.23% | +44.7% |
| BSJJ | Buy | INVESCO EXCH TRD SLF IDX FD | $2,893,000 | +48.4% | 120,528 | +46.1% | 0.23% | +52.6% |
| ERIC | Buy | ERICSSONadr b sek 10 | $2,738,000 | +23.2% | 298,295 | +19.0% | 0.22% | +27.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,658,000 | +28.7% | 19,018 | +18.8% | 0.21% | +32.3% |
| LOGI | Buy | LOGITECH INTL S A | $2,647,000 | +58.2% | 67,273 | +25.8% | 0.21% | +63.1% |
| HRS | Buy | HARRIS CORP DEL | $2,631,000 | +39.0% | 16,474 | +17.2% | 0.21% | +43.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,567,000 | +41.2% | 70,229 | +32.2% | 0.21% | +46.1% |
| AMZN | Buy | AMAZON COM INC | $2,543,000 | +28.2% | 1,428 | +8.2% | 0.20% | +32.5% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $2,533,000 | +39.6% | 18,737 | +0.6% | 0.20% | +44.0% |
| SPFF | Buy | GLOBAL X FDSglbx suprinc etf | $2,502,000 | +193.3% | 215,490 | +178.7% | 0.20% | +204.5% |
| IWB | New | ISHARES TRrus 1000 etf | $2,473,000 | – | 15,721 | +100.0% | 0.20% | – |
| EBND | Buy | SPDR SERIES TRUSTblombrg brc emrg | $2,447,000 | +74.4% | 90,919 | +71.9% | 0.20% | +79.8% |
| LN | Buy | LINE CORPsponsored adr | $2,441,000 | +85.3% | 69,335 | +79.6% | 0.20% | +92.2% |
| OTEX | Buy | OPEN TEXT CORP | $2,362,000 | +29.2% | 61,473 | +9.6% | 0.19% | +33.8% |
| PBI | Buy | PITNEY BOWES INC | $2,286,000 | +2621.4% | 332,696 | +2238.2% | 0.18% | +2514.3% |
| V | Buy | VISA INC | $2,241,000 | +25.7% | 14,347 | +6.2% | 0.18% | +29.5% |
| WNS | Buy | WNS HOLDINGS LTDspon adr | $2,233,000 | +56.9% | 41,911 | +21.5% | 0.18% | +61.3% |
| FXI | New | ISHARES TRchina lg-cap etf | $2,157,000 | – | 48,724 | +100.0% | 0.17% | – |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 mdcp grw | $2,156,000 | +16.2% | 41,022 | +1.3% | 0.17% | +20.1% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $2,155,000 | +485.6% | 71,879 | +405.4% | 0.17% | +496.6% |
| EWC | New | ISHARES INCmsci cda etf | $2,113,000 | – | 76,457 | +100.0% | 0.17% | – |
| ORCL | Buy | ORACLE CORP | $2,118,000 | +47.6% | 39,426 | +24.1% | 0.17% | +51.8% |
| ESLT | Buy | ELBIT SYS LTDord | $2,117,000 | +26.8% | 16,413 | +12.1% | 0.17% | +30.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $2,119,000 | +45.0% | 16,440 | +19.8% | 0.17% | +49.1% |
| EPU | New | ISHARES TRmsci peru etf | $2,104,000 | – | 53,560 | +100.0% | 0.17% | – |
| FNCL | Buy | FIDELITYmsci finls idx | $2,087,000 | +79.3% | 55,631 | +65.2% | 0.17% | +83.5% |
| VRSK | Buy | VERISK ANALYTICS INC | $2,044,000 | +51.2% | 15,365 | +24.0% | 0.16% | +56.2% |
| ECA | Buy | ENCANA CORP | $2,032,000 | +144.5% | 280,650 | +95.3% | 0.16% | +150.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,018,000 | +34.3% | 12,188 | +5.5% | 0.16% | +38.5% |
| YNDX | Buy | YANDEX N V | $2,004,000 | +63.2% | 58,370 | +30.0% | 0.16% | +69.5% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $1,989,000 | – | 47,682 | +100.0% | 0.16% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,996,000 | +199.3% | 38,594 | +173.0% | 0.16% | +207.7% |
| FLS | Buy | FLOWSERVE CORP | $1,975,000 | +73.2% | 43,752 | +45.9% | 0.16% | +77.5% |
| MMM | Buy | 3M CO | $1,905,000 | +27.9% | 9,166 | +17.2% | 0.15% | +31.9% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $1,883,000 | +19.9% | 19,586 | +7.0% | 0.15% | +23.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,804,000 | +60.9% | 11,793 | +32.9% | 0.14% | +66.7% |
| CNC | Buy | CENTENE CORP DEL | $1,784,000 | -36.2% | 33,589 | +38.4% | 0.14% | -34.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,751,000 | +123.6% | 6,153 | +97.7% | 0.14% | +129.5% |
| LLY | Buy | LILLY ELI & CO | $1,732,000 | +60.4% | 13,346 | +43.0% | 0.14% | +65.5% |
| AER | Buy | AERCAP HOLDINGS NV | $1,727,000 | +47.7% | 37,109 | +25.8% | 0.14% | +52.7% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $1,726,000 | +122.1% | 15,745 | +98.4% | 0.14% | +130.0% |
| BSAC | Buy | BANCO SANTANDER CHILE NEW | $1,704,000 | +7.6% | 57,267 | +8.2% | 0.14% | +11.4% |
| SQM | Buy | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $1,682,000 | +77.6% | 43,755 | +76.9% | 0.14% | +82.4% |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,678,000 | – | 36,636 | +100.0% | 0.14% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $1,675,000 | – | 14,716 | +100.0% | 0.13% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,676,000 | +46.5% | 23,138 | +28.3% | 0.13% | +50.6% |
| APTV | Buy | APTIV PLC | $1,661,000 | +60.5% | 20,892 | +24.3% | 0.13% | +66.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,661,000 | +53.5% | 12,108 | +34.1% | 0.13% | +58.3% |
| IXP | New | ISHARES TR | $1,647,000 | – | 29,272 | +100.0% | 0.13% | – |
| OI | Buy | OWENS ILL INC | $1,632,000 | +62.5% | 85,975 | +47.7% | 0.13% | +67.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,604,000 | +43.0% | 9,478 | +32.9% | 0.13% | +48.3% |
| PSO | Buy | PEARSON PLCsponsored adr | $1,595,000 | +7.9% | 145,270 | +17.4% | 0.13% | +11.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,483,000 | +70.1% | 14,650 | +64.0% | 0.12% | +75.0% |
| CHA | Buy | CHINA TELECOM CORP LTD | $1,465,000 | +25.0% | 26,150 | +13.2% | 0.12% | +29.7% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,385,000 | +16.4% | 13,271 | +4.1% | 0.11% | +19.4% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRUSTunit | $1,384,000 | +18.6% | 132,405 | +17.0% | 0.11% | +22.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $1,354,000 | +109.0% | 15,318 | +73.2% | 0.11% | +118.0% |
| SJR | Buy | SHAW COMMUNICATIONS INCcl b conv | $1,313,000 | +42.1% | 62,997 | +23.3% | 0.10% | +45.8% |
| QIWI | Buy | QIWI PLCspon adr rep b | $1,308,000 | +153.0% | 90,873 | +148.7% | 0.10% | +162.5% |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $1,301,000 | +2.7% | 147,703 | +6.5% | 0.10% | +5.1% |
| GE | Buy | GENERAL ELECTRIC CO | $1,288,000 | +71.3% | 128,906 | +29.7% | 0.10% | +77.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,248,000 | +65.3% | 8,243 | +43.0% | 0.10% | +69.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,213,000 | +32.3% | 24,047 | +23.5% | 0.10% | +36.6% |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $1,128,000 | -1.0% | 283,440 | +27.7% | 0.09% | +2.2% |
| EXPE | Buy | EXPEDIA GROUP INC | $1,098,000 | +34.1% | 9,230 | +27.0% | 0.09% | +37.5% |
| EWA | New | ISHARES INCmsci aust etf | $1,079,000 | – | 50,155 | +100.0% | 0.09% | – |
| GLW | Buy | CORNING INC | $1,080,000 | +13.0% | 32,620 | +3.1% | 0.09% | +17.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,082,000 | +201.4% | 12,242 | +127.4% | 0.09% | +210.7% |
| WFC | Buy | WELLS FARGO CO NEW | $1,068,000 | +26.4% | 22,107 | +20.5% | 0.09% | +30.3% |
| BAX | Buy | BAXTER INTL INC | $1,063,000 | +75.4% | 13,068 | +42.0% | 0.08% | +80.9% |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $1,030,000 | +120.6% | 6,110 | +27.5% | 0.08% | +130.6% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,037,000 | +10.2% | 19,352 | +0.0% | 0.08% | +13.7% |
| WAT | Buy | WATERS CORP | $1,020,000 | +50.2% | 4,051 | +12.5% | 0.08% | +54.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,004,000 | +20.4% | 7,402 | +1.0% | 0.08% | +24.6% |
| FTV | Buy | FORTIVE CORP | $1,000,000 | +25.0% | 11,923 | +0.8% | 0.08% | +29.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $993,000 | +42.1% | 17,067 | +29.1% | 0.08% | +48.1% |
| MYGN | Buy | MYRIAD GENETICS INC | $983,000 | +32.8% | 29,608 | +16.3% | 0.08% | +36.2% |
| AMLP | New | ALPS ETF TRalerian mlp | $975,000 | – | 97,226 | +100.0% | 0.08% | – |
| QD | Buy | QUDIAN INCadr | $946,000 | +49.7% | 187,019 | +26.9% | 0.08% | +55.1% |
| IJR | New | ISHARES TRcore s&p scp etf | $926,000 | – | 12,005 | +100.0% | 0.07% | – |
| FTEC | New | FIDELITYmsci info tech i | $927,000 | – | 15,633 | +100.0% | 0.07% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $916,000 | +11.0% | 16,508 | +1.1% | 0.07% | +14.1% |
| KBR | New | KBR INC | $894,000 | – | 46,806 | +100.0% | 0.07% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $883,000 | +69.5% | 14,101 | +57.6% | 0.07% | +73.2% |
| CSIQ | Buy | CANADIAN SOLAR INC | $885,000 | +45.3% | 47,492 | +11.8% | 0.07% | +51.1% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $879,000 | +32.6% | 273,873 | +5.7% | 0.07% | +36.5% |
| DE | Buy | DEERE & CO | $877,000 | +66.4% | 5,488 | +55.2% | 0.07% | +70.7% |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $858,000 | – | 5,686 | +100.0% | 0.07% | – |
| ICVT | Buy | ISHARES TRconv bd etf | $866,000 | +46.0% | 14,935 | +32.4% | 0.07% | +50.0% |
| AMRN | New | AMARIN CORP PLCspons adr new | $854,000 | – | 41,123 | +100.0% | 0.07% | – |
| FPA | New | FIRST TR EXCH TRD ALPHA FD Iasia ex japan | $853,000 | – | 28,031 | +100.0% | 0.07% | – |
| XME | Buy | SPDR SERIES TRUSTs&p metals mng | $849,000 | +15.5% | 28,614 | +2.0% | 0.07% | +19.3% |
| MUB | Buy | ISHARES TRnational mun etf | $834,000 | +4.1% | 7,496 | +2.0% | 0.07% | +8.1% |
| IXN | New | ISHARES TRglobal tech etf | $837,000 | – | 4,893 | +100.0% | 0.07% | – |
| HD | Buy | HOME DEPOT INC | $833,000 | +245.6% | 4,339 | +209.0% | 0.07% | +252.6% |
| CLLS | Buy | CELLECTIS S Asponsored ads | $806,000 | +36.8% | 43,941 | +24.1% | 0.06% | +41.3% |
| NATI | Buy | NATIONAL INSTRS CORP | $814,000 | -1.3% | 18,356 | +1.0% | 0.06% | +1.6% |
| TSU | Buy | TIM PARTICIPACOES S Asponsored adr | $801,000 | +4.2% | 53,110 | +6.0% | 0.06% | +6.7% |
| CHL | Buy | CHINA MOBILE LIMITEDsponsored adr | $781,000 | +211.2% | 15,314 | +192.9% | 0.06% | +215.0% |
| CNO | Buy | CNO FINL GROUP INC | $778,000 | +23.9% | 48,075 | +14.0% | 0.06% | +26.5% |
| RMD | Buy | RESMED INC | $742,000 | +83.2% | 7,135 | +100.6% | 0.06% | +93.5% |
| HCP | Buy | HCP INC | $715,000 | +29.1% | 22,831 | +15.1% | 0.06% | +32.6% |
| R | Buy | RYDER SYS INC | $693,000 | +36.1% | 11,172 | +5.7% | 0.06% | +40.0% |
| FEP | New | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $696,000 | – | 19,992 | +100.0% | 0.06% | – |
| NICE | Buy | NICE LTDsponsored adr | $667,000 | +20.8% | 5,445 | +6.7% | 0.05% | +25.6% |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $660,000 | – | 26,378 | +100.0% | 0.05% | – |
| CLB | Buy | CORE LABORATORIES N V | $666,000 | +42.6% | 9,655 | +23.4% | 0.05% | +47.2% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $648,000 | +37.9% | 897 | +7.9% | 0.05% | +40.5% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $643,000 | +34.2% | 5,544 | +20.0% | 0.05% | +40.5% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $635,000 | +31.5% | 15,703 | +23.4% | 0.05% | +34.2% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $633,000 | +33.5% | 42,634 | +24.9% | 0.05% | +37.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $632,000 | +24.9% | 7,022 | +19.7% | 0.05% | +30.8% |
| NOC | New | NORTHROP GRUMMAN CORP | $617,000 | – | 2,288 | +100.0% | 0.05% | – |
| NEE | Buy | NEXTERA ENERGY INC | $618,000 | +16.6% | 3,199 | +5.0% | 0.05% | +22.0% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $593,000 | +19.8% | 7,552 | +15.3% | 0.05% | +26.3% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $597,000 | +17.8% | 107,779 | +18.9% | 0.05% | +23.1% |
| BP | Buy | BP PLCsponsored adr | $601,000 | +23.7% | 13,742 | +7.2% | 0.05% | +26.3% |
| RDY | Buy | DR REDDYS LABS LTDadr | $594,000 | +31.1% | 14,658 | +21.9% | 0.05% | +37.1% |
| HRC | Buy | HILL ROM HLDGS INC | $598,000 | +43.8% | 5,652 | +20.4% | 0.05% | +50.0% |
| CHK | New | CHESAPEAKE ENERGY CORP | $603,000 | – | 194,382 | +100.0% | 0.05% | – |
| CVX | Buy | CHEVRON CORP NEW | $586,000 | +17.0% | 4,759 | +3.3% | 0.05% | +20.5% |
| CUBI | Buy | CUSTOMERS BANCORP INC | $582,000 | +2.3% | 31,762 | +1.5% | 0.05% | +6.8% |
| MOMO | Buy | MOMO INCadr | $570,000 | +92.6% | 14,912 | +19.8% | 0.05% | +100.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $570,000 | +25.3% | 2,356 | +5.4% | 0.05% | +31.4% |
| FJP | New | FIRST TR EXCH TRD ALPHA FD Ijapan alphadex | $569,000 | – | 11,432 | +100.0% | 0.05% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $551,000 | +53.1% | 34,588 | +24.9% | 0.04% | +57.1% |
| ENTA | Buy | ENANTA PHARMACEUTICALS INC | $550,000 | +70.3% | 5,759 | +26.2% | 0.04% | +76.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $521,000 | +22.3% | 6,222 | +9.3% | 0.04% | +27.3% |
| IYR | Buy | ISHARES TRu.s. real es etf | $505,000 | +117.7% | 5,798 | +87.5% | 0.04% | +127.8% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $516,000 | – | 1,992 | +100.0% | 0.04% | – |
| PGR | Buy | PROGRESSIVE CORP OHIO | $507,000 | +60.4% | 7,028 | +34.3% | 0.04% | +64.0% |
| LFC | Buy | CHINA LIFE INS CO LTDspon adr rep h | $504,000 | +154.5% | 37,553 | +98.6% | 0.04% | +166.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $489,000 | +88.1% | 2,680 | +41.6% | 0.04% | +95.0% |
| FDX | New | FEDEX CORP | $478,000 | – | 2,634 | +100.0% | 0.04% | – |
| ABT | New | ABBOTT LABS | $458,000 | – | 5,731 | +100.0% | 0.04% | – |
| FLN | New | FIRST TR EXCH TRD ALPHA FD Ilatin amer alp | $457,000 | – | 23,153 | +100.0% | 0.04% | – |
| DECK | Buy | DECKERS OUTDOOR CORP | $455,000 | +37.9% | 3,096 | +19.9% | 0.04% | +42.3% |
| RSG | Buy | REPUBLIC SVCS INC | $443,000 | +16.9% | 5,509 | +4.9% | 0.04% | +24.1% |
| PDLI | Buy | PDL BIOPHARMA INC | $452,000 | +30.6% | 121,484 | +1.9% | 0.04% | +33.3% |
| ALGN | New | ALIGN TECHNOLOGY INC | $442,000 | – | 1,555 | +100.0% | 0.04% | – |
| CNI | New | CANADIAN NATL RY CO | $441,000 | – | 4,929 | +100.0% | 0.04% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $417,000 | – | 11,504 | +100.0% | 0.03% | – |
| BDX | Buy | BECTON DICKINSON & CO | $413,000 | +13.5% | 1,655 | +2.5% | 0.03% | +17.9% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $401,000 | +79.8% | 4,773 | +40.8% | 0.03% | +88.2% |
| ADS | Buy | ALLIANCE DATA SYSTEMS CORP | $400,000 | +23.1% | 2,285 | +5.4% | 0.03% | +28.0% |
| BIO | New | BIO RAD LABS INCcl a | $402,000 | – | 1,315 | +100.0% | 0.03% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $399,000 | – | 3,175 | +100.0% | 0.03% | – |
| USG | Buy | U S G CORP | $394,000 | +16.2% | 9,107 | +14.6% | 0.03% | +23.1% |
| HMSY | New | HMS HLDGS CORP | $388,000 | – | 13,115 | +100.0% | 0.03% | – |
| ETR | Buy | ENTERGY CORP NEW | $378,000 | +16.3% | 3,956 | +4.7% | 0.03% | +20.0% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $374,000 | +42.7% | 9,237 | +14.1% | 0.03% | +50.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $374,000 | +16.5% | 7,155 | +2.6% | 0.03% | +20.0% |
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $376,000 | – | 10,735 | +100.0% | 0.03% | – |
| INCY | New | INCYTE CORP | $376,000 | – | 4,373 | +100.0% | 0.03% | – |
| STI | Buy | SUNTRUST BKS INC | $369,000 | +20.6% | 6,227 | +2.8% | 0.03% | +25.0% |
| DTE | Buy | DTE ENERGY CO | $380,000 | +18.0% | 3,048 | +4.5% | 0.03% | +20.0% |
| TUP | New | TUPPERWARE BRANDS CORP | $365,000 | – | 14,276 | +100.0% | 0.03% | – |
| TFX | New | TELEFLEX INC | $366,000 | – | 1,212 | +100.0% | 0.03% | – |
| PKI | New | PERKINELMER INC | $365,000 | – | 3,793 | +100.0% | 0.03% | – |
| PBH | New | PRESTIGE CONSMR HEALTHCARE I | $358,000 | – | 11,964 | +100.0% | 0.03% | – |
| GMLP | New | GOLAR LNG PARTNERS LP | $361,000 | – | 27,968 | +100.0% | 0.03% | – |
| EDU | New | NEW ORIENTAL ED & TECH GRP Ispon adr | $355,000 | – | 3,943 | +100.0% | 0.03% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $349,000 | – | 2,970 | +100.0% | 0.03% | – |
| MET | New | METLIFE INC | $353,000 | – | 8,284 | +100.0% | 0.03% | – |
| PDCO | New | PATTERSON COMPANIES INC | $339,000 | – | 15,525 | +100.0% | 0.03% | – |
| PETS | New | PETMED EXPRESS INC | $341,000 | – | 14,953 | +100.0% | 0.03% | – |
| CHU | New | CHINA UNICOM (HONG KONG) LTDsponsored adr | $333,000 | – | 26,040 | +100.0% | 0.03% | – |
| HST | Buy | HOST HOTELS & RESORTS INC | $338,000 | +14.6% | 17,875 | +1.1% | 0.03% | +17.4% |
| LW | Buy | LAMB WESTON HLDGS INC | $327,000 | +10.5% | 4,360 | +8.4% | 0.03% | +13.0% |
| HQY | New | HEALTHEQUITY INC | $319,000 | – | 4,315 | +100.0% | 0.03% | – |
| AUDC | New | AUDIOCODES LTDord | $320,000 | – | 23,152 | +100.0% | 0.03% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $307,000 | – | 4,081 | +100.0% | 0.02% | – |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $312,000 | +3.7% | 19,901 | +1.8% | 0.02% | +8.7% |
| ORBK | New | ORBOTECH LTDord | $307,000 | – | 4,719 | +100.0% | 0.02% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $307,000 | +49.8% | 7,116 | +41.9% | 0.02% | +56.2% |
| CAMT | New | CAMTEK LTDord | $307,000 | – | 34,413 | +100.0% | 0.02% | – |
| ACOR | New | ACORDA THERAPEUTICS INC | $311,000 | – | 23,376 | +100.0% | 0.02% | – |
| DOX | Buy | AMDOCS LTD | $305,000 | +3.0% | 5,641 | +11.7% | 0.02% | +4.3% |
| SID | New | COMPANHIA SIDERURGICA NACIONsponsored adr | $296,000 | – | 71,928 | +100.0% | 0.02% | – |
| HDS | New | HD SUPPLY HLDGS INC | $288,000 | – | 6,633 | +100.0% | 0.02% | – |
| SCVL | New | SHOE CARNIVAL INC | $272,000 | – | 7,979 | +100.0% | 0.02% | – |
| CAG | Buy | CONAGRA BRANDS INC | $276,000 | +35.3% | 9,947 | +4.1% | 0.02% | +37.5% |
| CMCSA | New | COMCAST CORP NEWcl a | $272,000 | – | 6,802 | +100.0% | 0.02% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $268,000 | – | 5,837 | +100.0% | 0.02% | – |
| TSN | New | TYSON FOODS INCcl a | $265,000 | – | 3,819 | +100.0% | 0.02% | – |
| CZZ | Buy | COSAN LTD | $264,000 | +32.0% | 22,771 | +0.0% | 0.02% | +31.2% |
| SPEU | Buy | SPDR INDEX SHS FDSstoxx eur 50 etf | $259,000 | +10.7% | 7,840 | +0.3% | 0.02% | +16.7% |
| MEOH | New | METHANEX CORP | $244,000 | – | 4,293 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $249,000 | – | 3,245 | +100.0% | 0.02% | – |
| CRMT | New | AMERICAS CAR MART INC | $238,000 | – | 2,602 | +100.0% | 0.02% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $233,000 | – | 1,884 | +100.0% | 0.02% | – |
| JLL | New | JONES LANG LASALLE INC | $231,000 | – | 1,500 | +100.0% | 0.02% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $232,000 | – | 5,690 | +100.0% | 0.02% | – |
| BMO | New | BANK MONTREAL QUE | $240,000 | – | 3,201 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP | $228,000 | – | 1,838 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $221,000 | – | 1,251 | +100.0% | 0.02% | – |
| ELY | Buy | CALLAWAY GOLF CO | $212,000 | +27.7% | 13,282 | +22.4% | 0.02% | +30.8% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $208,000 | – | 1,994 | +100.0% | 0.02% | – |
| CMPR | Buy | CIMPRESS N V | $203,000 | -3.3% | 2,533 | +24.9% | 0.02% | 0.0% |
| DRH | Buy | DIAMONDROCK HOSPITALITY CO | $186,000 | +28.3% | 17,211 | +7.9% | 0.02% | +36.4% |
| NOK | Buy | NOKIA CORPsponsored adr | $135,000 | +125.0% | 23,631 | +129.0% | 0.01% | +120.0% |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $142,000 | – | 10,675 | +100.0% | 0.01% | – |
| SAN | Buy | BANCO SANTANDER SAadr | $135,000 | +82.4% | 29,113 | +77.4% | 0.01% | +83.3% |
| NLY | Buy | ANNALY CAP MGMT INC | $134,000 | +20.7% | 13,423 | +18.6% | 0.01% | +22.2% |
| SWN | New | SOUTHWESTERN ENERGY CO | $123,000 | – | 26,259 | +100.0% | 0.01% | – |
| BCS | Buy | BARCLAYS PLCadr | $112,000 | +33.3% | 13,997 | +25.7% | 0.01% | +28.6% |
| ESV | New | ENSCO PLC | $75,000 | – | 19,079 | +100.0% | 0.01% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $75,000 | – | 13,109 | +100.0% | 0.01% | – |
| CBLAQ | Buy | CBL & ASSOC PPTYS INC | $60,000 | +33.3% | 38,647 | +65.9% | 0.01% | +66.7% |
| GGB | New | GERDAU S Aspon adr rep pfd | $45,000 | – | 11,496 | +100.0% | 0.00% | – |
| ALIM | New | ALIMERA SCIENCES INC | $13,000 | – | 12,307 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERISK ANALYTICS INC CL A | 43 | Q3 2023 | 6.1% |
| ISHARES TR HIGH YLD CORP | 43 | Q3 2023 | 3.5% |
| ISHARES TR | 43 | Q3 2023 | 5.8% |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 43 | Q3 2023 | 2.8% |
| ISHARES TR GS CORP BD FD | 43 | Q3 2023 | 2.7% |
| VERTEX PHARMACEUTICALS INC | 43 | Q3 2023 | 2.0% |
| ISHARES TR | 43 | Q3 2023 | 3.6% |
| ISHARES TR | 43 | Q3 2023 | 2.3% |
| VANGUARD WORLD FDS | 43 | Q3 2023 | 2.8% |
| POWERSHARES S&P INTERNATIONAL DEVELOPED | 43 | Q3 2023 | 1.0% |
View Freedom Investment Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Freedom Investment Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.