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:
37.57%
Gain -0.6%
Monthly
1.61%
Yearly
21.07%
Drawdown
18.67%
$260.83M
Equity
Holdings
$260.83M
Investment
$197.51M
$74.68M
Profit -$1.43M
Realized
$11.36M
Unrealized
$63.32M
Dividends
$3.13M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$1.43M
Win %
74%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.6M
Win %
74%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.43M
Win %
74%
This Year
Compared to last year
Gain
1.78%
Profit
$4.56M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$3.21M 
GOOG Alphabet Inc
+6.88%
+$1.39M 
GOOGL Alphabet Inc
+6.73%
+$34,131.93 
FTNT Fortinet Inc.
+4.99%
+$58,034.9 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$32,715.36 
META Meta Platforms Inc Class A
+3.28%
+$157,104.4 
MSFT Microsoft Corp.
+3.02%
+$299,803.22 
NVDA NVIDIA Corporation
+2.93%
+$91,388.66 
CSCO Cisco Systems, Inc.
+2.14%
+$11,795.22 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$16,548.86 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,730.55 
ORCL Oracle Corporation
+1.81%
+$12,383.91 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$13,882.4 
SAP SAP SE Sponsored ADR
+1.51%
+$7,028.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$32,167.54 
PWR Quanta Services Inc.
+1.43%
+$5,534.21 
GE General Electric Company
+1.42%
+$10,905.04 
CIEN Ciena Corporation
+1.34%
+$3,256.91 
CAH Cardinal Health Inc.
+1.3%
+$26,243.29 
WFC Wells Fargo & Company
+1.19%
+$4,995.96 
MRCY Mercury Systems Inc.
+1.18%
+$2,000.1 
VOX Vanguard Communication Services ETF
+1.12%
+$2,500.44 
VUG Vanguard Growth ETF
+1.1%
+$3,518.19 
NOW ServiceNow, Inc.
+1.05%
+$2,372.2 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
+0.86%
+$8,872.16 
IBM International Business Machines Corporation
+0.86%
+$8,827.93 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$1,600 
GEV GE Vernova Inc.
+0.85%
+$7,545.48 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,174.05 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,973.98 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$10,712.31 
TSLA Tesla, Inc.
+0.76%
+$1,248.43 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,961.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,746.33 
VIS Vanguard Industrials ETF
+0.72%
+$4,917.52 
CAT Caterpillar Inc.
+0.7%
+$5,845.76 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$39,927.14 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,152.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,751.22 
PLTR Palantir Technologies Inc.
+0.65%
+$43,032.69 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$30,436.2 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,097.63 
TER Teradyne, Inc.
+0.6%
+$1,001 
APH Amphenol Corporation
+0.55%
+$10,502.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,088.34 
STX Seagate Technology Holdings plc
+0.52%
+$965.65 
SNDA Sonida Senior Living Inc.
+0.5%
+$4,498.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$15,282.92 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$36,230.28 
RTX RTX Corporation
+0.39%
+$1,374.24 
AVGO Broadcom Inc.
+0.37%
+$6,272.64 
BAC Bank of America Corporation
+0.36%
+$1,489.62 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$13,584.2 
JPM JPMorgan Chase & Co.
+0.27%
+$2,895.2 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$1,183.8 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,650.97 
JNJ Johnson & Johnson
+0.21%
+$1,816.84 
INTU Intuit Inc.
+0.18%
+$642.4 
DELL Dell Technologies Inc.
+0.14%
+$1,746.64 
WMT Walmart Inc.
+0.09%
+$5,975.92 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$6,281.11 
SOXX iShares Semiconductor ETF
+0.07%
+$682.58 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$60.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 BRIE
BRIE
0%
$0 
AAPL Apple Inc.
-7.35%
-$632,861.2 
MU Micron Technology, Inc.
-5.9%
-$1.13M 
U Unity Software Inc.
-4.89%
-$20,029.44 
XBI SPDR S&P Biotech ETF
-2.94%
-$15,690.75 
QCOM QUALCOMM Incorporated
-2.63%
-$20,392.94 
ABBV AbbVie Inc.
-2.51%
-$8,585.69 
ARKK ARK Innovation ETF Fund
-2.28%
-$201,225.2 
BA Boeing Company
-2.15%
-$9,348.62 
ARKF Ark Fintech Innovation ETF
-2.1%
-$133,033.5 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$89,243 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-1.97%
-$38,512.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,109.73 
LRCX Lam Research Corporation
-1.58%
-$2,961.01 
GLD SPDR Gold Shares
-1.49%
-$3,973.33 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$3,673.65 
TJX The TJX Companies, Inc.
-1.21%
-$3,960.94 
LOW Lowe's Companies Inc.
-1.08%
-$4,169.99 
XOM Exxon Mobil Corporation
-0.97%
-$6,981.39 
FDIQ Invesco Bloomberg Financial Data Providers ETF
-0.93%
-$54,833.47 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$2,872.63 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$3,294.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,200.75 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$2,369.95 
AMGN Amgen Inc.
-0.64%
-$3,605.93 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,778.93 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,162.41 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$4,243.27 
SBUX Starbucks Corporation
-0.57%
-$1,809 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$18,076.28 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$7,581.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,437.66 
PEP PepsiCo, Inc.
-0.46%
-$1,095.68 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$38,481.6 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,714.88 
HD The Home Depot, Inc.
-0.42%
-$2,652.16 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$863.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,596.66 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$6,609.6 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$7,420.52 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
-0.31%
-$6,911.06 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$12,752.4 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,294.38 
VTV Vanguard Value ETF
-0.27%
-$662.56 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$837.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,903.26 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$524.4 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,831.15 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$536.19 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$403.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,155.12 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$54.27 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$72 
UBER Uber Technologies, Inc.
-0.01%
-$52.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 654 | Longs Won 466/654 71% | Profit Factor 15.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $686,095.78 |
| Average Win $171,053.44 | Best Trade (Sep 01) $14.14M | Sharpe Ratio -10.97 |
| Average Loss -$26,767.64 | Worst Trade (Aug 02) -$1.2M | Z-Score 7.8 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $114,187.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,810 | $6.45M | $7.97M | - | $1.53M | 23.7% | -7.354% |
| ABBV AbbVie Inc. | 1,327 | $241,287.45 | $332,997.38 | - | $91,709.93 | 38.01% | -2.513% |
| AIQ Global X Artificial Intelligence & Technology ETF | 67,921 | $3.28M | $4M | - | $719,817.41 | 21.95% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 7,586 | $733,429.52 | $887,941.32 | - | $154,511.8 | 21.07% | +1.588% |
| AMD Advanced Micro Devices, Inc. | 553 | $321,243 | $263,310.94 | - | -$57,932.06 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,454 | $426,621.72 | $560,022.64 | - | $133,400.92 | 31.27% | -0.64% |
| AMZN Amazon.com Inc | 88,888 | $19.48M | $24.14M | - | $4.66M | 23.89% | +15.321% |
| APH Amphenol Corporation | 23,870 | $825,025.75 | $1.92M | - | $1.09M | 132.47% | +0.551% |
| ARKF Ark Fintech Innovation ETF | 156,510 | $5.89M | $6.21M | - | $320,585.19 | 5.45% | -2.099% |
| ARKK ARK Innovation ETF Fund | 121,220 | $7.07M | $8.64M | - | $1.56M | 22.07% | -2.277% |
| AVGO Broadcom Inc. | 4,356 | $1.32M | $1.7M | - | $377,356.23 | 28.62% | +0.371% |
| BA Boeing Company | 1,964 | $355,197.58 | $424,498.96 | - | $69,301.38 | 19.51% | -2.155% |
| BAC Bank of America Corporation | 6,771 | $297,623.31 | $419,463.45 | - | $121,840.14 | 40.94% | +0.356% |
| BRIE BRIE | 214,740 | $6.51M | $6.51M | - | - | - | 0.0 |
| CAH Cardinal Health Inc. | 8,866 | $1.84M | $2.04M | - | $202,714.36 | 11.04% | +1.304% |
| CAT Caterpillar Inc. | 1,031 | $670,524.21 | $840,069.11 | - | $169,544.9 | 25.29% | +0.701% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 9,143 | $741,742.84 | $839,601.69 | - | $97,858.85 | 13.19% | +2.011% |
| CIEN Ciena Corporation | 654 | $267,103.39 | $246,590.69 | - | -$20,512.7 | -7.68% | +1.338% |
| CSCO Cisco Systems, Inc. | 4,854 | $305,639.47 | $563,015.46 | - | $257,375.99 | 84.21% | +2.14% |
| DELL Dell Technologies Inc. | 3,119 | $418,333.02 | $1.26M | - | $846,016.01 | 202.24% | +0.138% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $973,588.31, International Business Machines Corporation - $904,446.62, 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 - $400,910.98, 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 $3.13M earned over time. The largest contributors to dividend income include Nuveen AMT-Free Quality Municipal Income Fund - $260,523.32, PGIM Ultra Short Bond ETF - $254,747.8, Invesco Bloomberg Financial Data Providers ETF - $168,633.48, Invesco RAFI Strategic US Exchange-Traded Fund - $144,904.64, and SPDR Portfolio Developed World ex-US ETF - $101,189.02. 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.
