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:
40.06%
Gain +0.72%
Monthly
1.58%
Yearly
20.72%
Drawdown
18.67%
$265.4M
Equity
Holdings
$265.4M
Investment
$197.51M
$79.25M
Profit +$1.79M
Realized
$11.36M
Unrealized
$67.89M
Dividends
$3.51M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.79M
Win %
74%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$5.25M
Win %
74%
This Month
Compared to last month
Gain
0.18%
Profit
$480,372.28
Win %
74%
This Year
Compared to last year
Gain
3.56%
Profit
$9.13M
Win %
74%
INTU Intuit Inc.
+6.36%
+$22,235.71 
NOW ServiceNow, Inc.
+6.15%
+$17,607.45 
U Unity Software Inc.
+4.72%
+$24,023.04 
HD The Home Depot, Inc.
+4.32%
+$24,346.06 
LOW Lowe's Companies Inc.
+3.98%
+$13,759.13 
SBUX Starbucks Corporation
+3.9%
+$10,974.6 
SIVR abrdn Physical Silver Shares ETF
+3.38%
+$136,152.66 
QCOM QUALCOMM Incorporated
+3.36%
+$29,643.8 
XHB SPDR S&P Homebuilders ETF
+3.13%
+$10,071.51 
FDIQ Invesco Bloomberg Financial Data Providers ETF
+3.01%
+$172,299.86 
ORCL Oracle Corporation
+2.98%
+$20,881.1 
ARKF Ark Fintech Innovation ETF
+2.9%
+$208,158.3 
UBER Uber Technologies, Inc.
+2.79%
+$10,120.92 
IBM International Business Machines Corporation
+2.73%
+$28,795.06 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+2.53%
+$155,771.53 
IHI iShares U.S. Medical Devices ETF
+2.47%
+$9,692.8 
CAH Cardinal Health Inc.
+2.38%
+$52,220.74 
WFC Wells Fargo & Company
+2.3%
+$9,110.28 
BA Boeing Company
+2.19%
+$7,954.2 
XBI SPDR S&P Biotech ETF
+2.08%
+$10,789.56 
SAP SAP SE Sponsored ADR
+2.04%
+$11,568.15 
XAR SPDR S&P Aerospace & Defense ETF
+2.04%
+$23,720.06 
MOAT VanEck Morningstar Wide Moat Fund
+2%
+$14,996.22 
MU Micron Technology, Inc.
+1.88%
+$376,164 
AMGN Amgen Inc.
+1.86%
+$11,501.15 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.86%
+$26,900.5 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$20,329.54 
SGOL abrdn Physical Gold Shares ETF
+1.82%
+$4,575.96 
GLD SPDR Gold Shares
+1.78%
+$4,729.84 
VFLO VictoryShares Free Cash Flow ETF
+1.77%
+$9,273.1 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.7%
+$16,755.59 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.68%
+$4,151.5 
GE General Electric Company
+1.62%
+$10,818.32 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+1.55%
+$33,008.52 
WMT Walmart Inc.
+1.47%
+$102,186.18 
PTH Invesco Dorsey Wright Health Care Momentum ETF
+1.44%
+$27,156.53 
TLT iShares 20+ Year Treasury Bond ETF
+1.41%
+$4,782.99 
ARKK ARK Innovation ETF Fund
+1.37%
+$140,615.2 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.34%
+$2,966.7 
XLF Financial Select Sector SPDR Fund
+1.32%
+$13,861.44 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$2,415.46 
ITA iShares U.S. Aerospace & Defense ETF
+1.28%
+$3,592.01 
TJX The TJX Companies, Inc.
+1.23%
+$3,620.57 
VOX Vanguard Communication Services ETF
+1.2%
+$2,848.77 
MSFT Microsoft Corp.
+1.08%
+$126,569 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$3,782.25 
IMCB iShares Morningstar Mid-Cap ETF
+1%
+$3,215.04 
MRCY Mercury Systems Inc.
+0.95%
+$1,274.4 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.88%
+$6,675.68 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$3,695.64 
VTV Vanguard Value ETF
+0.83%
+$2,066.32 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.78%
+$68,087.94 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$3,175.92 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.74%
+$2,245.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$2,359.28 
XLP Consumer Staples Select Sector SPDR Fund
+0.69%
+$3,424.37 
VIS Vanguard Industrials ETF
+0.62%
+$3,978.03 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$2,578.39 
BAC Bank of America Corporation
+0.55%
+$1,895.88 
RECS Columbia Research Enhanced Core ETF
+0.54%
+$47,139.96 
GOOGL Alphabet Inc
+0.47%
+$2,475.95 
XLI Industrial Select Sector SPDR Fund
+0.46%
+$1,685.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$886.6 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$5,945.41 
GOOG Alphabet Inc
+0.36%
+$74,548.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$1,716.66 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$6,805.12 
IVV iShares Core S&P 500 ETF
+0.28%
+$1,751.74 
AMZN Amazon.com Inc
+0.27%
+$60,443.84 
SNDA Sonida Senior Living Inc.
+0.25%
+$2,024.19 
AIQ Global X Artificial Intelligence & Technology ETF
+0.23%
+$10,188.15 
RTX RTX Corporation
+0.23%
+$711.66 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$6,465.8 
JPM JPMorgan Chase & Co.
+0.09%
+$893.2 
JSI Janus Henderson Securitized Income ETF
+0.08%
+$2,493.39 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$245.94 
RBIL U.S. Treasury Ultra Short TIPs Fund
+0.03%
+$108 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$71.91 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$194.4 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BRIE
BRIE
0%
$0 
DELL Dell Technologies Inc.
-6.67%
-$105,640.53 
TER Teradyne, Inc.
-4.51%
-$7,384.65 
CSCO Cisco Systems, Inc.
-3.33%
-$18,396.66 
LRCX Lam Research Corporation
-3.3%
-$5,959.8 
STX Seagate Technology Holdings plc
-3.21%
-$4,964.96 
PWR Quanta Services Inc.
-2.76%
-$10,743.92 
CAT Caterpillar Inc.
-1.8%
-$13,897.88 
NVDA NVIDIA Corporation
-1.79%
-$63,539.85 
GEV GE Vernova Inc.
-1.63%
-$13,919.64 
AMD Advanced Micro Devices, Inc.
-1.5%
-$4,750.27 
APH Amphenol Corporation
-1.46%
-$57,765.4 
PANW Palo Alto Networks, Inc.
-1.29%
-$6,096.46 
XOM Exxon Mobil Corporation
-1.29%
-$10,426.43 
TSLA Tesla, Inc.
-1.29%
-$2,502.17 
XCEM Columbia EM Core ex-China ETF
-1.27%
-$2,520 
FTNT Fortinet Inc.
-1.16%
-$16,091.52 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
-0.91%
-$9,517.41 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
-0.9%
-$19,297.11 
SOXX iShares Semiconductor ETF
-0.88%
-$8,702.64 
CIEN Ciena Corporation
-0.86%
-$2,014.32 
FTXL First Trust Nasdaq Semiconductor ETF
-0.85%
-$6,530.55 
IEMG iShares Core MSCI Emerging Markets ETF
-0.74%
-$2,031.74 
EEM iShares MSCI Emerging Markets ETF
-0.7%
-$2,676.6 
PEP PepsiCo, Inc.
-0.69%
-$1,523.68 
XLK State Street Technology Select Sector SPDR ETF
-0.68%
-$13,250.78 
AVGO Broadcom Inc.
-0.57%
-$8,668.44 
DXJ WisdomTree Japan Hedged Equity Fund
-0.38%
-$1,776.06 
AAPL Apple Inc.
-0.28%
-$24,777.6 
PLTR Palantir Technologies Inc.
-0.23%
-$25,281.77 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.2%
-$1,920.03 
JNJ Johnson & Johnson
-0.2%
-$1,748.28 
META Meta Platforms Inc Class A
-0.13%
-$8,530.38 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$6,512.25 
QQQM Invesco NASDAQ 100 ETF
-0.1%
-$6,380.11 
VUG Vanguard Growth ETF
-0.08%
-$264.81 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$1,540.96 
ABBV AbbVie Inc.
-0.05%
-$192.43 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$425.08 Events
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Dividends
Dividend Analysis
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| Trades 654 | Longs Won 465/654 71% | Profit Factor 13.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $718,643.11 |
| Average Win $184,135.23 | Best Trade (Oct 15) $13.56M | Sharpe Ratio -10.97 |
| Average Loss -$33,698.74 | Worst Trade (Oct 14) -$1.36M | Z-Score 8.45 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $121,183.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,810 | $6.45M | $8.83M | - | $2.38M | 36.95% | -0.28% |
| ABBV AbbVie Inc. | 1,327 | $241,287.45 | $375,985.54 | - | $134,698.09 | 55.82% | -0.051% |
| AIQ Global X Artificial Intelligence & Technology ETF | 67,921 | $3.28M | $4.35M | - | $1.07M | 32.71% | +0.235% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 7,586 | $733,429.52 | $761,710.26 | - | $28,280.74 | 3.86% | +0.884% |
| AMD Advanced Micro Devices, Inc. | 553 | $321,243 | $310,913.19 | - | -$10,329.81 | -3.22% | -1.505% |
| AMGN Amgen Inc. | 1,454 | $426,621.72 | $631,065.08 | - | $204,443.36 | 47.92% | +1.856% |
| AMZN Amazon.com Inc | 88,888 | $19.48M | $22.65M | - | $3.16M | 16.22% | +0.268% |
| APH Amphenol Corporation | 47,740 | $825,049.62 | $3.89M | - | $3.06M | 371.47% | -1.463% |
| ARKF Ark Fintech Innovation ETF | 156,510 | $5.89M | $7.39M | - | $1.51M | 25.63% | +2.897% |
| ARKK ARK Innovation ETF Fund | 121,220 | $7.07M | $10.38M | - | $3.31M | 46.75% | +1.373% |
| AVGO Broadcom Inc. | 4,356 | $1.32M | $1.5M | - | $181,249.11 | 13.75% | -0.575% |
| BA Boeing Company | 1,964 | $355,197.58 | $370,626.44 | - | $15,428.86 | 4.34% | +2.193% |
| BAC Bank of America Corporation | 6,771 | $297,623.31 | $349,857.57 | - | $52,234.26 | 17.55% | +0.545% |
| BRIE BRIE | 214,740 | $6.51M | $6.51M | - | - | - | 0.0 |
| CAH Cardinal Health Inc. | 8,866 | $1.84M | $2.25M | - | $411,951.97 | 22.43% | +2.377% |
| CAT Caterpillar Inc. | 1,031 | $670,524.21 | $758,300.5 | - | $87,776.29 | 13.09% | -1.8% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 9,143 | $741,742.84 | $946,574.79 | - | $204,831.95 | 27.61% | -0.202% |
| CIEN Ciena Corporation | 654 | $267,103.39 | $233,164.08 | - | -$33,939.31 | -12.71% | -0.857% |
| CSCO Cisco Systems, Inc. | 4,854 | $305,639.47 | $533,211.9 | - | $227,572.43 | 74.46% | -3.335% |
| DELL Dell Technologies Inc. | 3,119 | $418,333.02 | $1.48M | - | $1.06M | 253.45% | -6.668% |
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FAQ
Which stocks have generated the highest profits for Byrne Financial Freedom LLC?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $1.71M, ARK Innovation ETF Fund - $1.43M, Franklin Emerging Market Core Dividend Tilt Index ETF - $979,385.46, International Business Machines Corporation - $912,257.8, and Dell Technologies Inc - $863,598.53. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco S&P SmallCap 600 Revenue ETF - $400,080.68, PayPal Holdings Inc - $327,138.71, Adobe Inc - $315,251.69, Costco Wholesale Corporation - $280,948.66, and WisdomTree Cloud Computing Fund - $235,269.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Byrne Financial Freedom LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.51M earned over time. The largest contributors to dividend income include Nuveen AMT-Free Quality Municipal Income Fund - $303,234.87, PGIM Ultra Short Bond ETF - $269,237.93, Invesco Bloomberg Financial Data Providers ETF - $198,505.45, Invesco RAFI Strategic US Exchange-Traded Fund - $173,389.14, and Microsoft Corp - $120,500.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Byrne Financial Freedom LLC's monthly returns?
Byrne Financial Freedom LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Byrne Financial Freedom LLC's strategy be considered aggressive or moderate?
Byrne Financial Freedom LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Byrne Financial Freedom LLC's strategy?
Byrne Financial Freedom LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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