FFL
Financial Freedom LLC Portfolio
Invests via Financial Freedom LLC | Managed by Financial Freedom LLC
Invests via Financial Freedom LLC
Managed by Financial Freedom LLC
Automatically Tracked
Company Profile
Operating as a financial solutions provider, Financial Freedom LLC specializes in wealth management and financial planning services tailored for diverse client profiles. Established to empower individuals and families towards achieving fiscal independence, it leverages a strategic approach in aligning clients' goals with effective asset utilization. The firm's emphasis on personalized strategies has fostered its reputation within the marketplace as a trusted advisor for navigating complex financial landscapes. Through continuous innovation in service offerings and dedication to enhancing client experience, it positions itself advantageously within the competitive finance sector.
Operating as a financial solutions provider, Financial Freedom LLC specializes in wealth management and financial planning services tailored for diverse client profiles. Established to empower individuals and families towards achieving fiscal independence, it leverages a strategic approach in aligning clients' goals with effective asset utilization. The firm's emphasis on personalized strategies has fostered its reputation within the marketplace as a trusted advisor for navigating complex financial landscapes. Through continuous innovation in service offerings and dedication to enhancing client experience, it positions itself advantageously within the competitive finance sector.
Investment Philosophy & Strategy
Capital Lens: Financial Freedom LLC prioritizes personalized financial solutions that enable clients to pursue fiscal independence. The firm cultivates deep relationships with individuals and families, ensuring strategies are closely aligned with unique goals and aspirations. This tailored approach not only reflects a commitment to client success but also distinguishes the company in a competitive landscape. By continuously refining its service offerings, it positions itself as an agile player, adept at navigating evolving market conditions while emphasizing operational excellence.
Capital Lens: Financial Freedom LLC prioritizes personalized financial solutions that enable clients to pursue fiscal independence. The firm cultivates deep relationships with individuals and families, ensuring strategies are closely aligned with unique goals and aspirations. This tailored approach not only reflects a commitment to client success but also distinguishes the company in a competitive landscape. By continuously refining its service offerings, it positions itself as an agile player, adept at navigating evolving market conditions while emphasizing operational excellence.
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:
47.24%
Gain +1.46%
Monthly
1.17%
Yearly
14.95%
Drawdown
17.25%
$223.61M
Equity
Holdings
$223.61M
Investment
$151.82M
$87M
Profit +$2.77M
Realized
$15.21M
Unrealized
$71.79M
Dividends
$11.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.46%
Profit
$2.77M
Win %
81%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.11M
Win %
81%
This Month
Compared to last month
Gain
-3.64%
Profit
-$8.46M
Win %
81%
This Year
Compared to last year
Gain
11.43%
Profit
$22.93M
Win %
81%
COIN Coinbase Global, Inc.
+12.36%
+$10,453.05 
MMM 3M Company
+9.92%
+$2,289.55 
AMAT Applied Materials, Inc.
+7.69%
+$3,356.52 
NOK Nokia Corporation Sponsored ADR
+6.55%
+$112.86 
INTC Intel Corporation
+5.71%
+$17,483.38 
MSTR Strategy Inc.
+5.22%
+$587.65 
DELL Dell Technologies Inc.
+5.15%
+$4,187.58 
BAI iShares A.I. Innovation and Tech Active ETF
+5.01%
+$492.2 
CHAT Roundhill Generative AI & Technology ETF
+4.56%
+$602.14 
HPE Hewlett Packard Enterprise Company
+4.42%
+$4,365.52 
NVS Novartis AG Sponsored ADR
+4.35%
+$19.5 
PSIX Power Solutions International, Inc.
+4.15%
+$291.4 
KMX CarMax Inc.
+4.04%
+$736.76 
LRCX Lam Research Corporation
+3.75%
+$7,377.9 
TSLA Tesla, Inc.
+3.52%
+$755.16 
ORCL Oracle Corporation
+3.48%
+$8,614.77 
WAT Waters Corporation
+3.48%
+$87.01 
UFOX Defiance Connective Technologies ETF
+3.4%
+$101,791.25 
FDX FedEx Corporation
+3.37%
+$8,074.14 
REAL The RealReal, Inc.
+3.3%
+$20.9 
SMH VanEck Semiconductor ETF
+3.25%
+$347,173.81 
CRSP Crispr Therapeutics AG
+3.21%
+$151 
KEYS Keysight Technologies, Inc.
+3.12%
+$4,495.9 
TXN Texas Instruments Inc
+2.91%
+$10,234.14 
LIT GLOBAL X LITHIUM & BATTERY T
+2.88%
+$555.84 
B BARRICK MINING CORP Common Stock (ABR0)
+2.87%
+$212 
SYM Symbotic Inc. Class A
+2.87%
+$297.18 
MTUM iShares MSCI USA Momentum Factor ETF
+2.84%
+$249.4 
A Agilent Technologies Inc.
+2.79%
+$2,566.21 
URA Global X Uranium ETF
+2.64%
+$1,496.34 
RUN Sunrun Inc.
+2.58%
+$8.85 
SOLS Sollensys Corp
+2.56%
+$10.12 
UNH UnitedHealth Group Incorporated
+2.56%
+$4,760.34 
C Citigroup Inc.
+2.53%
+$629.18 
SPMO Invesco S&P 500 Momentum ETF
+2.52%
+$10,865.4 
UPST Upstart Holdings, Inc.
+2.5%
+$36 
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$904.32 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.46%
+$184.38 
VFMO Vanguard U.S. Momentum Factor Fund
+2.45%
+$106,528.66 
CRNC Cerence Inc.
+2.44%
+$568.68 
TTE TotalEnergies SE
+2.44%
+$1,414.46 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+2.42%
+$8,344.32 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.42%
+$78.09 
UPS United Parcel Service, Inc.
+2.4%
+$457.99 
QTUM Defiance Quantum ETF
+2.32%
+$72,855.58 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.32%
+$107,003.52 
IEMG iShares Core MSCI Emerging Markets ETF
+2.31%
+$7,414.89 
LYG Lloyds Banking Group Plc ADR
+2.3%
+$218.97 
AVEM Avantis Emerging Markets Equity ETF
+2.26%
+$1,323.1 
CAT Caterpillar Inc.
+2.26%
+$6,542.55 
AIQ Global X Artificial Intelligence & Technology ETF
+2.21%
+$10,815.36 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$22,873.34 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.09%
+$1,423.39 
NWL Newell Brands Inc.
+2.05%
+$88.94 
HPQ HP Inc.
+2.04%
+$431.64 
GSK GSK plc Sponsored ADR
+2.02%
+$211.09 
DOW Dow Inc.
+1.98%
+$76.8 
NLR VanEck Uranium and Nuclear ETF
+1.97%
+$1,409.67 
IMTM iShares MSCI International Momentum Factor ETF
+1.94%
+$129,771.88 
NXPI NXP Semiconductors N.V.
+1.92%
+$446.31 
ICLN iShares Global Clean Energy ETF
+1.9%
+$553.73 
F Ford Motor Company
+1.89%
+$18.55 
ROBO ROBO Global Robotics & Automation Index ETF
+1.88%
+$10,368.95 
TAN Invesco Solar ETF
+1.86%
+$13.72 
HWM Howmet Aerospace Inc.
+1.8%
+$3,648.12 
VTRS Viatris Inc.
+1.79%
+$531.62 
CTRE CareTrust REIT Inc.
+1.79%
+$324.52 
VGT Vanguard Information Technology ETF
+1.77%
+$239,045.28 
XAR SPDR S&P Aerospace & Defense ETF
+1.77%
+$481.95 
FTEC Fidelity MSCI Information Technology Index ETF
+1.76%
+$20,816.31 
HON Honeywell International Inc.
+1.75%
+$59.55 
EWO iShares MSCI Austria ETF
+1.74%
+$491.76 
CI The Cigna Group
+1.7%
+$173.52 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.69%
+$646.7 
IGM iShares Expanded Tech Sector ETF
+1.66%
+$70,832.64 
ICVT iShares Convertible Bond ETF
+1.65%
+$41.36 
SNOW Snowflake Inc.
+1.61%
+$30.98 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$14,900.4 
GLD SPDR Gold Shares
+1.55%
+$6,121.11 
IAU iShares Gold Trust
+1.55%
+$1,112.67 
SCHE Schwab Emerging Markets Equity ETF
+1.55%
+$25.85 
XMMO Invesco S&P MidCap Momentum ETF
+1.52%
+$18,223.37 
IWP iShares Russell Mid-Cap Growth ETF
+1.48%
+$23,848.17 
ELV Elevance Health, Inc.
+1.47%
+$281.5 
IETC iShares U.S. Tech Independence Fund
+1.45%
+$934.07 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$246,541 
SJM The J.M. Smucker Company
+1.45%
+$722.09 
PPH VanEck Pharmaceutical ETF
+1.45%
+$13,573.56 
BYND Beyond Meat Inc.
+1.41%
+$1.05 
IXUS iShares Core International Stock ETF
+1.4%
+$226.2 
XOM Exxon Mobil Corporation
+1.4%
+$16,186.56 
CRL Charles River Laboratories International, Inc.
+1.38%
+$130.29 
SCHF Schwab International Equity ETF
+1.38%
+$442.15 
LLY Eli Lilly and Company
+1.36%
+$9,715.53 
RIO Rio Tinto Plc Sponsored ADR
+1.36%
+$345.06 
VEU Vanguard FTSE All-World ex-US ETF
+1.36%
+$1,404.45 
XSMO Invesco S&P SmallCap Momentum ETF
+1.36%
+$53,956.68 
VOT Vanguard Mid-Cap Growth ETF
+1.36%
+$7,243.6 
BIIB Biogen Inc.
+1.35%
+$135 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$1,311.3 
CVS CVS Health Corporation
+1.33%
+$408.98 
FANG Diamondback Energy Inc
+1.32%
+$237.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$5,900.68 
IWY iShares Russell Top 200 Growth ETF
+1.28%
+$50,266.78 
APD Air Products and Chemicals, Inc.
+1.27%
+$225.6 
IYW iShares U.S. Technology ETF
+1.27%
+$80,043.2 
FENI Fidelity Enhanced International ETF
+1.26%
+$7,320.5 
RTX RTX Corporation
+1.26%
+$3,800.34 
QCOM QUALCOMM Incorporated
+1.26%
+$3,340.54 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.25%
+$141.76 
GEV GE Vernova Inc.
+1.23%
+$1,181.03 
VONG Vanguard Russell 1000 Growth Fund
+1.23%
+$2,861.45 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.23%
+$83.6 
ILCG iShares Morningstar Growth ETF
+1.22%
+$60.5 
IWO iShares Russell 2000 Growth ETF
+1.22%
+$1,882.84 
IBB iShares Biotechnology ETF
+1.22%
+$229.77 
NANR SPDR S&P North American Natural Resources ETF
+1.22%
+$18,330.17 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$1,054.08 
MRK Merck & Co., Inc.
+1.2%
+$4,124.7 
VTWG Vanguard Russell 2000 Growth ETF
+1.17%
+$3,015.91 
SSO ProShares Ultra S&P500
+1.15%
+$147.44 
BP BP p.l.c. Sponsored ADR
+1.13%
+$26.6 
RDDT Reddit Inc Class A
+1.13%
+$14.35 
TROW T. Rowe Price Group, Inc.
+1.12%
+$262 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.12%
+$120.4 
EFA iShares MSCI EAFE ETF
+1.11%
+$539.22 
CSCO Cisco Systems, Inc.
+1.11%
+$5,164.6 
IHF iShares U.S. Healthcare Providers ETF
+1.11%
+$1,586.87 
EUAD STOXX Europe Aerospace & Defense ETF
+1.1%
+$263.77 
BNY BlackRock New York Municipal Income Trust
+1.09%
+$238.7 
EZU iShares MSCI Eurozone ETF
+1.08%
+$285.43 
PJP Invesco Pharmaceuticals ETF
+1.07%
+$488.88 
JPM JPMorgan Chase & Co.
+1.06%
+$10,706.4 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$6,656.25 
ABBV AbbVie Inc.
+1.03%
+$290.82 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.03%
+$49.92 
EFV iShares MSCI EAFE Value ETF
+1.03%
+$125.6 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+1.02%
+$3,592.83 
NVDA NVIDIA Corporation
+1.02%
+$15,516.72 
VT Vanguard Total World Stock ETF
+0.96%
+$179.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.96%
+$194.56 
THRO iShares U.S. Thematic Rotation Active ETF
+0.94%
+$68.73 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.94%
+$464.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.93%
+$21.4 
VYMI Vanguard International High Dividend Yield Index Fund
+0.93%
+$63.58 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.93%
+$28,933.31 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.92%
+$8,137.5 
FNDC Schwab Fundamental International Small Company Index ETF
+0.92%
+$920.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$156.74 
VOOG Vanguard S&P 500 Growth ETF
+0.9%
+$26.28 
AA Alcoa Corporation
+0.9%
+$51.09 
BAC Bank of America Corporation
+0.89%
+$749.53 
IEUR iShares Core MSCI Europe ETF
+0.87%
+$325.08 
IWM iShares Russell 2000 ETF
+0.86%
+$72.94 
GE General Electric Company
+0.85%
+$1,078.8 
VGK Vanguard FTSE Europe ETF
+0.82%
+$1,456.56 
VUG Vanguard Growth ETF
+0.81%
+$3,018.06 
AMGN Amgen Inc.
+0.81%
+$740.88 
SHEL Shell plc
+0.81%
+$143.17 
FFLC Fidelity Large Cap Core Fund
+0.81%
+$242.52 
WFC Wells Fargo & Company
+0.8%
+$1,045.35 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$5,021.8 
VAW Vanguard Materials ETF
+0.77%
+$3,592.1 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.76%
+$1,544.4 
CGDV Capital Group Dividend Value ETF
+0.75%
+$950.46 
DOC Healthpeak Properties, Inc.
+0.74%
+$49.01 
PFE Pfizer Inc.
+0.73%
+$777.24 
VIS Vanguard Industrials ETF
+0.72%
+$6,261.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$11,316.82 
IVV iShares Core S&P 500 ETF
+0.66%
+$4,105.14 
MGC Vanguard Mega Cap ETF
+0.66%
+$18,011.82 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$1,464.2 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$2,921.13 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$1,966.72 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$69.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.62%
+$48.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,540.61 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.62%
+$185.76 
VOO Vanguard S&P 500 ETF
+0.62%
+$6,959.1 
IP International Paper Company
+0.61%
+$45.98 
VB Vanguard Small-Cap ETF
+0.6%
+$25,398.82 
VO Vanguard Mid-Cap ETF
+0.6%
+$19,917.54 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.59%
+$2,684 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$45.03 
RWO SPDR Dow Jones Global Real Estate ETF
+0.58%
+$86.14 
FLGB Franklin FTSE United Kingdom ETF
+0.57%
+$11.69 
JNJ Johnson & Johnson
+0.57%
+$7,202.35 
VHT Vanguard Health Care ETF
+0.57%
+$16,173.8 
IOO iShares Global 100 ETF
+0.56%
+$4,910.94 
REZI Resideo Technologies Inc.
+0.56%
+$0.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.55%
+$9,129.87 
FMDE Fidelity Enhanced Mid Cap ETF
+0.55%
+$267.52 
FHLC Fidelity MSCI Health Care Index ETF
+0.54%
+$10.92 
OEF iShares S&P 100 ETF
+0.54%
+$76.64 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$23.01 
BLK BlackRock, Inc.
+0.5%
+$211 
VTV Vanguard Value ETF
+0.5%
+$897.48 
CHTR Charter Communications Inc
+0.48%
+$12.4 
SUSL iShares ESG MSCI USA Leaders ETF
+0.47%
+$12.91 
USRT iShares Core U.S. REIT ETF
+0.47%
+$168.64 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,317.2 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$26,733.33 
SPG Simon Property Group, Inc.
+0.46%
+$328.64 
XMHQ Invesco S&P MidCap Quality ETF
+0.46%
+$136.14 
IFGL iShares International Developed Real Estate ETF
+0.44%
+$10.8 
SCHW Charles Schwab Corporation
+0.44%
+$218.25 
MFC Manulife Financial Corporation
+0.43%
+$428.83 
BMY Bristol-Myers Squibb Company
+0.42%
+$104.3 
EZM WisdomTree U.S. MidCap Fund
+0.42%
+$336.74 
VDE Vanguard Energy ETF
+0.42%
+$12,182.04 
EPAM Epam Systems Inc.
+0.38%
+$18.7 
PCRX Pacira BioSciences Inc.
+0.37%
+$82.36 
FENY Fidelity MSCI Energy Index ETF
+0.37%
+$3,426.72 
IWR iShares Russell Mid-Cap ETF
+0.34%
+$569.8 
VSNT Versant Media Group, Inc.
+0.32%
+$2.64 
IYG iShares U.S. Financial Services ETF
+0.3%
+$320.6 
IYF iShares U.S. Financials ETF
+0.29%
+$6,470.49 
BB BlackBerry Ltd.
+0.28%
+$15 
XLE Energy Select Sector SPDR Fund
+0.28%
+$19,062.24 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$5,861.79 
WMG Warner Music Group Corp.
+0.27%
+$40.5 
FREL Fidelity MSCI Real Estate Index ETF
+0.27%
+$557.92 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$58.08 
XLRE The Real Estate Select Sector SPDR Fund
+0.25%
+$236.09 
AMX América Móvil, S.A.B. de C.V.
+0.25%
+$110.44 
GEHC GE HealthCare Technologies Inc.
+0.25%
+$31.16 
VNQ Vanguard Real Estate ETF
+0.25%
+$838.88 
MAGS Roundhill Magnificent Seven Fund
+0.24%
+$1,520.64 
JOE The St. Joe Company
+0.23%
+$37.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.23%
+$6,250.41 
META Meta Platforms Inc Class A
+0.22%
+$803.6 
XLF Financial Select Sector SPDR Fund
+0.2%
+$4,430.87 
CVX Chevron Corporation
+0.19%
+$311.71 
SNY Sanofi American Depositary Receipt
+0.16%
+$7.07 
VCR Vanguard Consumer Discretionary ETF
+0.16%
+$11,254.5 
UTES Virtus Reaves Utilities ETF
+0.15%
+$1,624.44 
WAB Wabtec Corporation
+0.15%
+$5.32 
NVO Novo Nordisk A/S Sponsored ADR
+0.14%
+$8.05 
MCHI iShares MSCI China ETF
+0.14%
+$12.07 
DGRO iShares Core Dividend Growth ETF
+0.14%
+$51.66 
DON WisdomTree U.S. MidCap Dividend Fund
+0.13%
+$17.62 
GRMN Garmin Ltd.
+0.13%
+$34.88 
FNCL Fidelity MSCI Financials Index ETF
+0.12%
+$597.1 
IFRA iShares U.S. Infrastructure
+0.12%
+$3.45 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.12%
+$6,624.91 
T AT&T Inc.
+0.11%
+$10.97 
PRU Prudential Financial, Inc.
+0.1%
+$7.93 
NFLX Netflix, Inc.
+0.09%
+$31.2 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.08%
+$1.76 
SLVM Sylvamo Corporation
+0.05%
+$0.34 
HII Huntington Ingalls Industries Inc.
+0.04%
+$2.64 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$221.85 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$7.61 
COR Cencora, Inc.
+0.03%
+$2.8 
BINC iShares Flexible Income Active ETF
+0.02%
+$2.24 
AAPL Apple Inc.
+0.02%
+$632.58 
AMP Ameriprise Financial, Inc.
+0.02%
+$4.05 
FRT Federal Realty Investment Trust
+0.02%
+$1.34 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLOW Global X U.S. Cash Flow Kings 100 ETF
0%
$0 
FSSL
0%
$0 
H5919C104
0%
$0 
PFL PIMCO Income Strategy Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GPC Genuine Parts Company
-7.51%
-$468.69 
BHC Bausch Health Companies Inc.
-3.21%
-$2,609.1 
CHKP Check Point Software Technologies Ltd.
-3%
-$354.09 
CRWD CrowdStrike Holdings, Inc.
-2.71%
-$1,075 
BR Broadridge Financial Solutions, Inc.
-2.33%
-$139.6 
OMC Omnicom Group Inc.
-2.09%
-$153.08 
VRSN Verisign Inc.
-1.99%
-$254.15 
ADBE Adobe Inc.
-1.97%
-$537.08 
VRSK Verisk Analytics Inc.
-1.88%
-$310.37 
WM Waste Management, Inc.
-1.78%
-$498.42 
BLKB Blackbaud Inc.
-1.77%
-$5.8 
BABA Alibaba Group Holding Limited SP ADR
-1.73%
-$141.44 
LNT Alliant Energy Corporation
-1.55%
-$518.65 
DXCM DexCom, Inc.
-1.54%
-$147.96 
MO Altria Group, Inc.
-1.52%
-$515.29 
AON Aon plc
-1.51%
-$2,701.08 
COTY Coty Inc.
-1.48%
-$4.68 
PYPL PayPal Holdings Inc
-1.45%
-$391.05 
AKRE Akre Focus ETF
-1.45%
-$673.4 
SLB Schlumberger Limited
-1.44%
-$97.15 
GIL Gildan Activewear Inc.
-1.4%
-$47.43 
OTIS Otis Worldwide Corporation
-1.4%
-$28.7 
WTW Willis Towers Watson Public Limited Company
-1.36%
-$2,803.99 
ADSK Autodesk, Inc.
-1.27%
-$121.44 
FTNT Fortinet Inc.
-1.21%
-$1,478.2 
CRD-A Crawford & Company
-1.2%
-$74.23 
CRM Salesforce Inc
-1.17%
-$129.6 
BHF Brighthouse Financial Inc.
-1.16%
-$15 
MDLZ Mondelez International, Inc.
-1.15%
-$254.37 
FIS Fidelity National Information Services, Inc.
-1.14%
-$185.76 
EBAY eBay Inc.
-1.11%
-$285.75 
MCD McDonald's Corporation
-1.11%
-$13,902.57 
PM Philip Morris International Inc.
-1.11%
-$460.1 
IQV IQVIA Holdings Inc.
-1.11%
-$329.96 
PG Procter & Gamble Co
-1.09%
-$63,915.56 
VEEV Veeva Systems Inc.
-1.07%
-$61.48 
KMI Kinder Morgan, Inc.
-1.06%
-$471.96 
NDAQ Nasdaq, Inc.
-1.06%
-$99.91 
HD The Home Depot, Inc.
-1.05%
-$835.31 
AMT American Tower Corporation
-1.04%
-$185.64 
WMT Walmart Inc.
-1.03%
-$4,665.05 
KR Kroger Co.
-1.03%
-$69 
FLG Flagstar Bank, National Association
-1.01%
-$440.1 
BDX Becton, Dickinson and Company
-1%
-$155.54 
LOW Lowe's Companies Inc.
-0.99%
-$3,619.49 
AMZN Amazon.com Inc
-0.98%
-$4,995.93 
SYK Stryker Corporation
-0.97%
-$74.4 
ECL Ecolab Inc.
-0.96%
-$67.21 
COF Capital One Financial Corporation
-0.93%
-$82.99 
AFL Aflac Inc.
-0.91%
-$94.5 
ABNB Airbnb, Inc.
-0.9%
-$146.9 
ZBRA Zebra Technologies Corporation
-0.89%
-$84.96 
TOST Toast Inc.
-0.87%
-$4.05 
NKE Nike, Inc. - Class B
-0.84%
-$80.3 
XLP Consumer Staples Select Sector SPDR Fund
-0.82%
-$82.6 
SCI Service Corporation International
-0.82%
-$80.64 
WEC WEC Energy Group Inc.
-0.81%
-$50.33 
MOAT VanEck Morningstar Wide Moat Fund
-0.81%
-$46.44 
FISV Fiserv, Inc.
-0.78%
-$27.14 
V Visa Inc. Class A
-0.78%
-$392 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.75%
-$15.2 
MA Mastercard Incorporated
-0.75%
-$544.63 
TRV The Travelers Companies, Inc.
-0.75%
-$1,281.08 
SO The Southern Company
-0.74%
-$70 
KD Kyndryl Holdings Inc.
-0.74%
-$1.08 
COST Costco Wholesale Corporation
-0.73%
-$116.45 
DEO Diageo plc Sponsored ADR
-0.73%
-$79.98 
VDC VANGUARD CONSUMER STAPLES ETF
-0.73%
-$735.93 
GOOG Alphabet Inc
-0.72%
-$2,303.79 
IBM International Business Machines Corporation
-0.72%
-$1,347.93 
KRE SPDR S&P Regional Banking ETF
-0.72%
-$58.31 
GOOGL Alphabet Inc
-0.71%
-$2,154.49 
AEP American Electric Power Company, Inc.
-0.67%
-$744.48 
PAYC Paycom Software, Inc.
-0.67%
-$52 
LMT Lockheed Martin Corporation
-0.67%
-$1,322.6 
MSI Motorola Solutions, Inc.
-0.64%
-$23.8 
TGT Target Corporation
-0.59%
-$90.47 
ES Eversource Energy
-0.59%
-$24.64 
PEP PepsiCo, Inc.
-0.59%
-$780 
ZTS Zoetis Inc.
-0.59%
-$90 
LAMR Lamar Advertising Company
-0.58%
-$71.61 
PINS Pinterest, Inc. Class A
-0.57%
-$1.43 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$859.42 
ALLE Allegion plc
-0.55%
-$81.86 
YUMC Yum China Holdings Inc.
-0.55%
-$87.84 
PNQI Invesco NASDAQ Internet ETF
-0.54%
-$286.11 
MDT Medtronic plc
-0.5%
-$35.28 
ITB iShares U.S. Home Construction ETF
-0.5%
-$603.36 
INGR Ingredion Inc.
-0.49%
-$49.5 
RTO Rentokil Initial plc Sponsored ADR
-0.47%
-$90.72 
DUK Duke Energy Corporation
-0.46%
-$143.26 
CARR Carrier Global Corporation
-0.46%
-$17.39 
TFC Truist Financial Corporation
-0.45%
-$35.19 
MAS Masco Corporation
-0.44%
-$55.42 
BEP Brookfield Renewable Partners L.P.
-0.42%
-$171.18 
BIO Bio-Rad Laboratories Inc.
-0.42%
-$41.58 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.4%
-$160.23 
VZ Verizon Communications Inc.
-0.39%
-$56.78 
SBUX Starbucks Corporation
-0.38%
-$123.64 
ETR Entergy Corporation
-0.36%
-$27.54 
UBER Uber Technologies, Inc.
-0.36%
-$25.22 
AXP American Express Company
-0.36%
-$554.4 
MSFT Microsoft Corp.
-0.35%
-$7,683.67 
BKNG Booking Holdings Inc.
-0.32%
-$142.5 
TLH iShares 10-20 Year Treasury Bond ETF
-0.3%
-$39.73 
BEPC Brookfield Renewable Corporation
-0.29%
-$30.4 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$1,052.8 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.28%
-$3,085.25 
KO The Coca-Cola Company
-0.28%
-$307.74 
MET MetLife Inc.
-0.28%
-$64.48 
PLTR Palantir Technologies Inc.
-0.27%
-$160.54 
COO The Cooper Companies, Inc.
-0.27%
-$38.38 
XHB SPDR S&P Homebuilders ETF
-0.26%
-$1,119.72 
SYY Sysco Corporation
-0.25%
-$17.6 
PAA Plains All American Pipeline, L.P.
-0.25%
-$51.9 
DVY iShares Select Dividend ETF
-0.25%
-$97.96 
MBB iShares MBS ETF
-0.23%
-$340.35 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.23%
-$1,407.24 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$5.6 
ET Energy Transfer L.P.
-0.22%
-$108.72 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.22%
-$8.18 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.22%
-$252.62 
WH Wyndham Hotels & Resorts, Inc.
-0.21%
-$40.59 
VPU Vanguard Utilities ETF
-0.21%
-$700.93 
WBD Warner Bros. Discovery, Inc.
-0.21%
-$5.55 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.2%
-$585.38 
BND Vanguard Total Bond Market Index Fund
-0.2%
-$221.27 
PAGP Plains GP Holdings, L.P.
-0.19%
-$5.95 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$28,446.22 
SYSB iShares Systematic Bond ETF
-0.19%
-$5.45 
DIS The Walt Disney Company
-0.19%
-$537.48 
GIS General Mills, Inc.
-0.19%
-$5.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$4,429.8 
USB U.S. Bancorp
-0.18%
-$14.84 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.18%
-$17.5 
VOX Vanguard Communication Services ETF
-0.18%
-$3.4 
LH Labcorp Holdings Inc.
-0.17%
-$11.76 
EPD Enterprise Products Partners L.P.
-0.15%
-$119.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.15%
-$12.69 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$3.98 
SOLV Solventum Corporation
-0.15%
-$3.84 
CMCSA Comcast Corp
-0.15%
-$38.64 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.15%
-$1,855.56 
FBND Fidelity Total Bond ETF
-0.14%
-$2,187.45 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$32.8 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$53.13 
MUB iShares National Muni Bond ETF
-0.1%
-$21.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$29.8 
SCHP Schwab U.S. TIPS ETF
-0.09%
-$1,719.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$109.48 
LHX L3Harris Technologies, Inc.
-0.07%
-$22.26 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$6.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$84.92 
EIX Edison International
-0.07%
-$3.5 
TECH Bio-Techne Corporation
-0.06%
-$16.24 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$1 
NEE NextEra Energy, Inc.
-0.01%
-$1.37 
BNDX Vanguard Total International Bond ETF
-0.01%
-$2 
VCRB Vanguard Core Bond ETF
-0.01%
-$1.19 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.01%
-$0.25 Events
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Dividends
Dividend Analysis
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| Trades 3110 | Longs Won 2413/3110 77% | Profit Factor 33.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $251,781.36 |
| Average Win $37,181.91 | Best Trade (Jul 22) $9.96M | Sharpe Ratio -9.96 |
| Average Loss -$3,899.56 | Worst Trade (Jul 30) -$240,054.7 | Z-Score 46.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $27,974.91 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Financial Freedom LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $2.41M, Vanguard Information Technology ETF - $1.42M, iShares Core U.S. Aggregate Bond ETF - $1.35M, Coinbase Global, Inc - $1.21M, and iShares Core S&P Total U.S. Stock Market ETF - $1.13M. 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: Vanguard S&P Small-Cap 600 Value ETF - $436,616.73, Vanguard S&P Small-Cap 600 ETF - $145,187.7, GLOBAL X LITHIUM & BATTERY T - $40,498.87, Pfizer Inc - $31,209.77, and Walgreens Boots Alliance Inc - $28,817.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Financial Freedom LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.53M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $2.21M, Energy Select Sector SPDR Fund - $840,533.77, iShares Core U.S. Aggregate Bond ETF - $609,509.15, Procter & Gamble Co - $583,114.03, and iShares MSCI International Momentum Factor ETF - $425,719.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Financial Freedom LLC's monthly returns?
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 Financial Freedom LLC's strategy be considered aggressive or moderate?
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 Financial Freedom LLC's strategy?
Financial Freedom LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
