BFF
Byrne Financial Freedom LLC Portfolio
Invests via Byrne Financial Freedom LLC | Managed by Joseph G. Byrne, Gary Walsh
Invests via Byrne Financial Freedom LLC
Managed by Joseph G. Byrne, Gary Walsh
Automatically Tracked
Company Profile
Privately held wealth-management and financial planning firm focused on retirement income solutions, tax-aware strategies and fee-based advisory services for high-net-worth individuals and families. Byrne Financial Freedom LLC provides comprehensive planning, investment management, and annuity/insurance coordination, often partnering with RIAs and broker-dealers to deliver customizable income-generation portfolios and estate-transition planning.
Privately held wealth-management and financial planning firm focused on retirement income solutions, tax-aware strategies and fee-based advisory services for high-net-worth individuals and families. Byrne Financial Freedom LLC provides comprehensive planning, investment management, and annuity/insurance coordination, often partnering with RIAs and broker-dealers to deliver customizable income-generation portfolios and estate-transition planning.
Investment Philosophy & Strategy
Focuses on retirement-first wealth management, prioritizing tax-aware, income-generating portfolios for high-net-worth clients. Emphasizes durable, low-volatility income streams via diversified allocations across annuities, fixed income, dividend equities and liability-driven investments, blended with tactical equity exposure for growth. Capital deployment favors fee-based, fiduciary relationships and customized solutions coordinated with RIAs and broker-dealers. Risk management centers on drawdown control, tax efficiency, and multi-generational estate transition planning.
Focuses on retirement-first wealth management, prioritizing tax-aware, income-generating portfolios for high-net-worth clients. Emphasizes durable, low-volatility income streams via diversified allocations across annuities, fixed income, dividend equities and liability-driven investments, blended with tactical equity exposure for growth. Capital deployment favors fee-based, fiduciary relationships and customized solutions coordinated with RIAs and broker-dealers. Risk management centers on drawdown control, tax efficiency, and multi-generational estate transition planning.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.53%
Gain
Monthly
0.19%
Yearly
2.27%
Drawdown
25.41%
$244.77M
Equity
Holdings
$244.77M
Investment
$188.68M
$63.95M
Profit -$921,982.79
Realized
$7.86M
Unrealized
$56.09M
Dividends
$3.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$921,982.79
Win %
79%
This Week
Compared To Last Week
Gain
-1.8%
Profit
-$4.49M
Win %
79%
This Month
Compared to last month
Gain
-2.24%
Profit
-$5.62M
Win %
79%
This Year
Compared to last year
Gain
17.24%
Profit
$36M
Win %
77%
MU Micron Technology, Inc.
+3.72%
+$696,280.38 
GE General Electric Company
+3.1%
+$21,867.74 
GEV GE Vernova Inc.
+2.37%
+$12,592.61 
CSCO Cisco Systems, Inc.
+2.31%
+$15,567.09 
ORCL Oracle Corporation
+2.29%
+$10,727.4 
SNDA Sonida Senior Living Inc.
+2.21%
+$24,509.58 
PANW Palo Alto Networks, Inc.
+2.04%
+$9,608.67 
JNJ Johnson & Johnson
+1.64%
+$15,593.34 
CAT Caterpillar Inc.
+1.58%
+$12,075.6 
RTX RTX Corporation
+1.53%
+$6,709.23 
XBI SPDR S&P Biotech ETF
+1.51%
+$8,342.1 
ABBV AbbVie Inc.
+1.51%
+$5,018.88 
DELL Dell Technologies Inc.
+1.47%
+$33,315.5 
XOM Exxon Mobil Corporation
+1.36%
+$9,185.17 
CAH Cardinal Health Inc.
+1.28%
+$25,070.17 
XAR SPDR S&P Aerospace & Defense ETF
+1.01%
+$14,114.68 
GLD SPDR Gold Shares
+0.97%
+$2,191.26 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
+0.95%
+$33,476.04 
SGOL abrdn Physical Gold Shares ETF
+0.95%
+$2,377.8 
PWR Quanta Services Inc.
+0.94%
+$4,017.9 
VZ Verizon Communications Inc.
+0.81%
+$1,632.29 
JPM JPMorgan Chase & Co.
+0.62%
+$6,669.03 
SIVR abrdn Physical Silver Shares ETF
+0.6%
+$23,098.88 
TLT iShares 20+ Year Treasury Bond ETF
+0.5%
+$1,645.15 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$1,823.36 
TJX The TJX Companies, Inc.
+0.42%
+$1,340.3 
BA Boeing Company
+0.38%
+$1,493.62 
FTNT Fortinet Inc.
+0.38%
+$4,699.03 
BAC Bank of America Corporation
+0.23%
+$966.42 
TMUS T-Mobile US, Inc.
+0.23%
+$444.4 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.22%
+$909 
XLV Health Care Select Sector SPDR Fund
+0.2%
+$2,522.52 
WMT Walmart Inc.
+0.18%
+$12,637.38 
WFC Wells Fargo & Company
+0.18%
+$790.72 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.16%
+$375.76 
APH Amphenol Corporation
+0.07%
+$1,434.64 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$1,907.15 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$189.66 
PAVE Global X U.S. Infrastructure Development ETF
+0.03%
+$889.18 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$78.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$60.24 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$268.33 
JSI Janus Henderson Securitized Income ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
-$0.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-4.76%
-$201,198.91 
U Unity Software Inc.
-4.31%
-$14,024.4 
IBM International Business Machines Corporation
-3.33%
-$32,682.1 
ARKF Ark Fintech Innovation ETF
-2.35%
-$136,868.94 
UBER Uber Technologies, Inc.
-2.24%
-$8,776.42 
MSFT Microsoft Corp.
-2.11%
-$176,405.33 
SAP SAP SE Sponsored ADR
-2.07%
-$4,753.65 
PLTR Palantir Technologies Inc.
-2.04%
-$140,907.24 
DXJ WisdomTree Japan Hedged Equity Fund
-2.03%
-$9,929.11 
GOOG Alphabet Inc
-1.95%
-$422,156.8 
GOOGL Alphabet Inc
-1.92%
-$10,966.58 
ARKK ARK Innovation ETF Fund
-1.66%
-$147,798.79 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$3,747.39 
LOW Lowe's Companies Inc.
-1.29%
-$5,112.42 
SBUX Starbucks Corporation
-1.2%
-$4,231.5 
FDIQ Invesco Bloomberg Financial Data Providers ETF
-1.19%
-$69,957.94 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-1.1%
-$22,218.76 
NVDA NVIDIA Corporation
-1.09%
-$35,813.91 
CIEN Ciena Corporation
-1.08%
-$2,197.12 
XHB SPDR S&P Homebuilders ETF
-1.02%
-$3,910.93 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.89%
-$9,292.14 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$53,425.38 
PEP PepsiCo, Inc.
-0.88%
-$2,127.9 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$42,946.22 
IEMG iShares Core MSCI Emerging Markets ETF
-0.84%
-$2,443.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$18,983.25 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$3,254.16 
MOAT VanEck Morningstar Wide Moat Fund
-0.8%
-$6,229.84 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.8%
-$2,148.16 
HD The Home Depot, Inc.
-0.79%
-$5,339.21 
QCOM QUALCOMM Incorporated
-0.77%
-$6,401.97 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$1,633.5 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
-0.59%
-$25,354.07 
AMGN Amgen Inc.
-0.58%
-$2,995.89 
COST Costco Wholesale Corporation
-0.55%
-$1,302.27 
RECS Columbia Research Enhanced Core ETF
-0.54%
-$45,722.88 
AVGO Broadcom Inc.
-0.52%
-$7,664.9 
IVV iShares Core S&P 500 ETF
-0.51%
-$2,437.38 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$10,745.81 
AMZN Amazon.com Inc
-0.48%
-$107,478 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.48%
-$4,584.06 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.47%
-$35,313.41 
ADBE Adobe Inc.
-0.47%
-$1,570.8 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$8,634.11 
XLF Financial Select Sector SPDR Fund
-0.45%
-$4,858.26 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.44%
-$4,761.3 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$1,997.25 
AIQ Global X Artificial Intelligence & Technology ETF
-0.37%
-$15,005.98 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$1,412.04 
AAPL Apple Inc.
-0.31%
-$26,440.7 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.3%
-$25,564.8 
VFLO VictoryShares Free Cash Flow ETF
-0.26%
-$1,248.71 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.21%
-$7,746.12 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.2%
-$4,498.44 
FTXL First Trust Nasdaq Semiconductor ETF
-0.12%
-$924 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$391.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.09%
-$280.5 
PYLD PIMCO Multisector Bond Active ETF
-0.08%
-$1,103.2 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 385/537 71% | Profit Factor 13.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $705,723.5 |
| Average Win $179,194.36 | Best Trade (Jul 14) $14.77M | Sharpe Ratio -11.22 |
| Average Loss -$33,152.66 | Worst Trade (Jul 17) -$1.33M | Z-Score 9 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $119,088.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
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