$129 Million is the total value of Freed Investment Group's 14 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $599,000 | +49.8% | 749 | 0.0% | 0.46% | +33.2% | |
| CDAK | CODIAK BIOSCIENCES INC | $377,000 | +22.8% | 20,328 | 0.0% | 0.29% | +9.3% | |
| VIR | VIR BIOTECHNOLOGY INC | $236,000 | -7.8% | 5,000 | 0.0% | 0.18% | -17.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-04
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.