StockDriftsStockDriftsTop 47 Freedom Wealth Alliance, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 22.15% | 270.0K | $13.5M | +3.06%(+8.01K) | — | 2023-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 12.13% | 147.4K | $7.4M | +1.69%(+2.45K) | — | 2023-09-30 | |
| SPLG | SPDR SER TR | 8.74% | 105.7K | $5.3M | -8.03%(-9.23K) | — | 2023-09-30 | |
| CFO | VICTORY PORTFOLIOS II | 8.38% | 86.4K | $5.1M | -7.02%(-6.52K) | — | 2023-09-30 | |
| DGRW | WISDOMTREE TR | 7.22% | 69.1K | $4.4M | -0.78%(-543) | — | 2023-09-30 | |
| YYY | AMPLIFY ETF TR | 7.06% | 386.2K | $4.3M | +4.80%(+17.70K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 4.27% | 15.2K | $2.6M | -6.88%(-1.12K) | — | 2023-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.31% | 9.5K | $2.0M | -3.51%(-344) | — | 2023-09-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.34% | 19.3K | $1.4M | +1.29%(+246) | — | 2023-09-30 | |
| PCEF | INVESCO EXCH TRADED FD TR II | 1.94% | 68.9K | $1.2M | +3.88%(+2.57K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Freedom Wealth Alliance, Llc reports $60.79M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (22.1%), SPHQ (12.1%) and SPLG (8.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Freedom Wealth Alliance, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1941346). View Freedom Wealth Alliance, Llc’s 13F filings on SEC