$71.6 Million is the total value of FREEDOM WEALTH ALLIANCE, LLC's 64 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARAV | Exit | ARAVIVE INC | $0 | – | -13,912 | -100.0% | -0.04% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,623 | -100.0% | -0.31% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,896 | -100.0% | -0.32% | – |
| MGEE | Exit | MGE ENERGY INC | $0 | – | -2,754 | -100.0% | -0.32% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -41,637 | -100.0% | -5.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 22.1% |
| INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 12.1% |
| VICTORY PORTFOLIOS II | 4 | Q3 2023 | 8.9% |
| WISDOMTREE TR | 4 | Q3 2023 | 7.2% |
| SPDR SER TR | 4 | Q3 2023 | 8.7% |
| AMPLIFY ETF TR | 4 | Q3 2023 | 7.1% |
| APPLE INC | 4 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.3% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 1.9% |
View FREEDOM WEALTH ALLIANCE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
View FREEDOM WEALTH ALLIANCE, LLC'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.