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Freedom Wealth Alliance, Llc

Portfolio Manager
Freedom Wealth Alliance, Llc
Performance
0% (N/A)
AUM (13F)
$60.79M
# of Holdings
47
Performance Rank
N/A
Allocation (Top 20)
N/A

Freedom Wealth Alliance, Llc Holdings Map

Top 47 Freedom Wealth Alliance, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
22.15%270.0K$13.5M
+3.06%(+8.01K)
2022-Q4: 258.7K shares2023-Q1: 262.2K shares2023-Q2: 262.0K shares2023-Q3: 270.0K shares2023-09-30
SPHQ
INVESCO EXCHANGE TRADED FD T
12.13%147.4K$7.4M
+1.69%(+2.45K)
2022-Q4: 141.9K shares2023-Q1: 146.2K shares2023-Q2: 144.9K shares2023-Q3: 147.4K shares2023-09-30
SPLG
SPDR SER TR
8.74%105.7K$5.3M
-8.03%(-9.23K)
2022-Q4: 44.7K shares2023-Q1: 42.4K shares2023-Q2: 115.0K shares2023-Q3: 105.7K shares2023-09-30
CFO
VICTORY PORTFOLIOS II
8.38%86.4K$5.1M
-7.02%(-6.52K)
2022-Q4: 98.6K shares2023-Q1: 94.7K shares2023-Q2: 93.0K shares2023-Q3: 86.4K shares2023-09-30
DGRW
WISDOMTREE TR
7.22%69.1K$4.4M
-0.78%(-543)
2022-Q4: 57.7K shares2023-Q1: 68.0K shares2023-Q2: 69.6K shares2023-Q3: 69.1K shares2023-09-30
YYY
AMPLIFY ETF TR
7.06%386.2K$4.3M
+4.80%(+17.70K)
2022-Q4: 254.6K shares2023-Q1: 329.6K shares2023-Q2: 368.5K shares2023-Q3: 386.2K shares2023-09-30
AAPL
APPLE INC
4.27%15.2K$2.6M
-6.88%(-1.12K)
2022-Q4: 16.0K shares2023-Q1: 16.1K shares2023-Q2: 16.3K shares2023-Q3: 15.2K shares2023-09-30
VTI
VANGUARD INDEX FDS
3.31%9.5K$2.0M
-3.51%(-344)
2022-Q4: 7.6K shares2023-Q1: 9.8K shares2023-Q2: 9.8K shares2023-Q3: 9.5K shares2023-09-30
FTCS
FIRST TR EXCHANGE-TRADED FD
2.34%19.3K$1.4M
+1.29%(+246)
2022-Q4: 20.2K shares2023-Q1: 21.9K shares2023-Q2: 19.1K shares2023-Q3: 19.3K shares2023-09-30
PCEF
INVESCO EXCH TRADED FD TR II
1.94%68.9K$1.2M
+3.88%(+2.57K)
2022-Q4: 36.7K shares2023-Q1: 52.6K shares2023-Q2: 66.3K shares2023-Q3: 68.9K shares2023-09-30

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