$131 Million is the total value of Freed Investment Group's 16 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | ALPHABET INCcap stk cl a | $5,085,000 | +9.5% | 1,902 | 0.0% | 3.88% | +7.5% | |
JNJ | JOHNSON & JOHNSON | $526,000 | -2.0% | 3,259 | 0.0% | 0.40% | -3.8% | |
CDAK | CODIAK BIOSCIENCES INC | $332,000 | -11.9% | 20,328 | 0.0% | 0.25% | -13.7% | |
VIR | VIR BIOTECHNOLOGY INC | $218,000 | -7.6% | 5,000 | 0.0% | 0.17% | -9.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.