$109 Million is the total value of Freed Investment Group's 16 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $40,557,000 | – | 80,848 | +100.0% | 37.24% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $31,928,000 | – | 85,053 | +100.0% | 29.32% | – |
| AAPL | New | APPLE INC | $7,331,000 | – | 55,251 | +100.0% | 6.73% | – |
| AMZN | New | AMAZON COM INC | $7,100,000 | – | 2,180 | +100.0% | 6.52% | – |
| V | New | VISA INC | $5,200,000 | – | 23,772 | +100.0% | 4.77% | – |
| MSFT | New | MICROSOFT CORP | $5,072,000 | – | 22,804 | +100.0% | 4.66% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $3,477,000 | – | 1,984 | +100.0% | 3.19% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,136,000 | – | 1,790 | +100.0% | 2.88% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,350,000 | – | 7,684 | +100.0% | 2.16% | – |
| CDAK | New | CODIAK BIOSCIENCES INC | $657,000 | – | 20,328 | +100.0% | 0.60% | – |
| JNJ | New | JOHNSON & JOHNSON | $574,000 | – | 3,646 | +100.0% | 0.53% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $562,000 | – | 15,600 | +100.0% | 0.52% | – |
| NVDA | New | NVIDIA CORPORATION | $391,000 | – | 749 | +100.0% | 0.36% | – |
| FB | New | FACEBOOK INCcl a | $322,000 | – | 1,179 | +100.0% | 0.30% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $228,000 | – | 610 | +100.0% | 0.21% | – |
| CTXR | New | CITIUS PHARMACEUTICALS INC | $29,000 | – | 28,500 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIDELITY COMWLTH TR | 4 | Q3 2021 | 37.2% |
| ISHARES TR | 4 | Q3 2021 | 30.6% |
| APPLE INC | 4 | Q3 2021 | 6.7% |
| AMAZON COM INC | 4 | Q3 2021 | 6.5% |
| MICROSOFT CORP | 4 | Q3 2021 | 5.4% |
| VISA INC | 4 | Q3 2021 | 4.8% |
| SPDR DOW JONES INDL AVERAGE | 4 | Q3 2021 | 5.8% |
| ALPHABET INC | 4 | Q3 2021 | 4.1% |
| ALPHABET INC | 4 | Q3 2021 | 3.9% |
| JOHNSON & JOHNSON | 4 | Q3 2021 | 0.5% |
View Freed Investment Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-04-26 |
| 13F-HR | 2021-02-10 |
View Freed Investment Group'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.