| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTXR | Exit | CITIUS PHARMACEUTICALS INC | $0 | – | -52,900 | -100.0% | -0.08% | – |
| VIR | Exit | VIR BIOTECHNOLOGY INC | $0 | – | -5,000 | -100.0% | -0.17% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -610 | -100.0% | -0.20% | – |
| CDAK | Exit | CODIAK BIOSCIENCES INC | $0 | – | -20,328 | -100.0% | -0.25% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,259 | -100.0% | -0.40% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,996 | -100.0% | -0.47% | – |
| PMVP | Exit | PMV PHARMACEUTICALS INC | $0 | – | -24,880 | -100.0% | -0.56% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,902 | -100.0% | -3.88% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,042 | -100.0% | -4.15% | – |
| V | Exit | VISA INC | $0 | – | -25,902 | -100.0% | -4.40% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -20,523 | -100.0% | -5.29% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -24,979 | -100.0% | -5.37% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,213 | -100.0% | -5.54% | – |
| AAPL | Exit | APPLE INC | $0 | – | -59,199 | -100.0% | -6.39% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -90,048 | -100.0% | -29.57% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -777,052 | -100.0% | -33.28% | – |
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.