$60.8 Million is the total value of FREEDOM WEALTH ALLIANCE, LLC's 47 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OSUR | Exit | ORASURE TECHNOLOGIES INC | $0 | – | -25,232 | -100.0% | -0.17% | – |
| Exit | ADTRAN HOLDINGS INC | $0 | – | -13,266 | -100.0% | -0.20% | – | |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -44,435 | -100.0% | -0.24% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -653 | -100.0% | -0.29% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -5,095 | -100.0% | -0.29% | – |
| TSLA | Exit | TESLA INC | $0 | – | -739 | -100.0% | -0.29% | – |
| HDGE | Exit | ADVISORSHARES TRranger equity be | $0 | – | -9,866 | -100.0% | -0.29% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -2,659 | -100.0% | -0.30% | – |
| SGDM | Exit | SPROTT ETF TRUSTgold miners etf | $0 | – | -7,879 | -100.0% | -0.30% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -5,042 | -100.0% | -0.34% | – |
| HPQ | Exit | HP INC | $0 | – | -7,238 | -100.0% | -0.34% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -565 | -100.0% | -0.36% | – |
| MWA | Exit | MUELLER WTR PRODS INC | $0 | – | -16,688 | -100.0% | -0.38% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,247 | -100.0% | -0.39% | – |
| BWZ | Exit | SPDR SER TRbloomberg short | $0 | – | -10,786 | -100.0% | -0.41% | – |
| VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -26,048 | -100.0% | -0.42% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,800 | -100.0% | -0.42% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,479 | -100.0% | -0.43% | – |
| TGNA | Exit | TEGNA INC | $0 | – | -19,042 | -100.0% | -0.44% | – |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -13,698 | -100.0% | -0.50% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,992 | -100.0% | -0.56% | – |
| CRESY | Exit | CRESUD S A C I F Y Asponsored adr | $0 | – | -56,421 | -100.0% | -0.64% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -6,314 | -100.0% | -0.88% | – |
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -39,859 | -100.0% | -1.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.