Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CIBR | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF | — | 1,796 | $128K | 0.06% | SOLD |
| 2 | SPMD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF | — | 2,214 | $128K | 0.06% | SOLD |
| 3 | HACK | AMPLIFY TR CYBERSECURITY ETF | — | 1,301 | $105K | 0.05% | SOLD |
| 4 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 288 | $38K | 0.02% | SOLD |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | — | 159 | $35K | 0.02% | SOLD |
| 6 | DWM | WISDOMTREE TR INTL EQUITY FD | — | 378 | $26K | 0.01% | SOLD |
| 7 | SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | — | 165 | $23K | 0.01% | SOLD |
| 8 | RSPR | INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL | — | 284 | $10K | 0.01% | SOLD |
| 9 | — | WELLS FARGO CO NEW PERP PFD CNV A | — | 5 | $6K | 0.00% | SOLD |
| 10 | PFF | ISHARES TR PFD AND INCM SEC | — | 154 | $5K | 0.00% | SOLD |
| 11 | OGN | ORGANON &CO COMMON STOCK | Healthcare | 76 | $545.0 | — | SOLD |
Sector Allocation
Financial Services
40.2%
Technology
19.1%
Consumer Defensive
15.6%
Healthcare
7.0%
Consumer Cyclical
6.1%
Energy
4.2%
Industrials
3.6%
Communication Services
3.0%
Utilities
0.8%
Real Estate
0.3%