Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "TEM",
  "FN",
  "CDRE",
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  null,
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  null,
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  null,
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  "ABBV",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "O",
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  null,
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  null,
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  null,
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  null,
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  "TW",
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  "PPC",
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  null,
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  null,
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  null,
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  "JBL",
  null,
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  "VCIT",
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  null,
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  null,
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  "TSCO",
  null,
  null,
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  null,
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  null,
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  null,
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  "ARE",
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  "ADSK",
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  null,
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  "TOL",
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  "WAB",
  "TAP",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "FTNT",
  "IWP",
  "AIZ",
  null,
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  null,
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  "INO",
  null,
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  "NIO",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "V",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 838
Total Value: 1191419735
Accession Number: 0001062993-25-009373
Form Type: 13F-HR
CIK: freedom-investment-management
Manager Name: Freedom-Investment-Management

Data Enrichment

69% identified

577 identified261 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

838 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y605

Shares:191.7K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:24.7K

Value:$9.3M

% of Portfolio:0.8% ($9.3M/$1.2B)

92206C714

Shares:111.1K

Value:$9.2M

% of Portfolio:0.8% ($9.2M/$1.2B)

66538J720

Shares:286.2K

Value:$9.1M

% of Portfolio:0.8% ($9.1M/$1.2B)

78464A409

SPYG|78464A409

Shares:110.5K

Value:$8.9M

% of Portfolio:0.7% ($8.9M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:80.6K

Value:$8.7M

% of Portfolio:0.7% ($8.7M/$1.2B)

25434V815

Shares:294.3K

Value:$8.3M

% of Portfolio:0.7% ($8.3M/$1.2B)

025072323

Shares:165.4K

Value:$8.0M

% of Portfolio:0.7% ($8.0M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:50.8K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

92206C102

VGSH|92206C102

Shares:128.1K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:37.8K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

92206C771

Shares:152.4K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

72201R833

Shares:67.6K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.2B)

46435G672

Shares:135.1K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.2B)

81369Y209

Shares:45.7K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

464287432

Shares:73.0K

Value:$6.6M

% of Portfolio:0.6% ($6.6M/$1.2B)

808524706

Shares:238.3K

Value:$6.6M

% of Portfolio:0.6% ($6.6M/$1.2B)

78464A375

Shares:192.7K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:10.9K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

78464A508

SPYV|78464A508

Shares:119.5K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	191.7K	QoQ +6.69% (+12.0K) YoY +167.37% (+120.0K)	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ +9.96% (+$865.4K) YoY +216.19% (+$6.5M)
MICROSOFT CORP(MSFTcusip594918104)	24.7K	QoQ +6505.08% (+24.3K) YoY +8.02% (-1.8K)	All Managers (Combined)	$9.3M	0.8% ($9.3M/$1.2B)	QoQ +5781.34% (+$9.1M) YoY -3.60% (-$347.2K)
(cusip92206C714)✕	111.1K	QoQ +327.67% (+85.1K) YoY +312.23% (+84.2K)	All Managers (Combined)	$9.2M	0.8% ($9.2M/$1.2B)	QoQ +334.46% (+$7.1M) YoY +332.67% (+$7.1M)
(cusip66538J720)✕	286.2K	QoQ -7.10% (-21.9K) YoY +52.12% (+98.1K)	All Managers (Combined)	$9.1M	0.8% ($9.1M/$1.2B)	QoQ -10.93% (-$1.1M) YoY +55.77% (+$3.2M)
(SPYGcusip78464A409)	110.5K	QoQ -2.64% (-3.0K) YoY -12.33% (-15.5K)	All Managers (Combined)	$8.9M	0.7% ($8.9M/$1.2B)	QoQ -10.98% (-$1.1M) YoY -3.68% (-$339.4K)
NVIDIA CORP(NVDAcusip67066G104)	80.6K	QoQ -5.52% (-4.7K) YoY +891.80% (+72.5K)	All Managers (Combined)	$8.7M	0.7% ($8.7M/$1.2B)	QoQ -23.75% (-$2.7M) YoY +18.96% (+$1.4M)
(cusip25434V815)✕	294.3K	QoQ +1313.42% (+273.4K) YoY -5.87% (-18.4K)	All Managers (Combined)	$8.3M	0.7% ($8.3M/$1.2B)	QoQ +1192.66% (+$7.6M) YoY -11.96% (-$1.1M)
(cusip025072323)✕	165.4K	QoQ +0.14% (-239) YoY NEW(+165.4K)	All Managers (Combined)	$8.0M	0.7% ($8.0M/$1.2B)	QoQ -10.83% (-$972.6K) YoY NEW(+$8.0M)
Alphabet Inc.(GOOGLcusip02079K305)	50.8K	QoQ +1.70% (-852) YoY -1.10% (-569)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ -16.91% (-$1.6M) YoY +1.32% (-$102.5K)
(VGSHcusip92206C102)	128.1K	QoQ +386.75% (+101.8K) YoY +506.14% (+106.9K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.2B)	QoQ +391.02% (+$6.0M) YoY +512.61% (+$6.3M)
AMAZON COM INC(AMZNcusip023135106)	37.8K	QoQ +15027.20% (+37.6K) YoY -7.97% (-3.3K)	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +13023.77% (+$7.1M) YoY -2.93% (-$217.7K)
(cusip92206C771)✕	152.4K	QoQ +5.80% (+8.4K) YoY +25.78% (+31.2K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ +8.06% (+$526.7K) YoY +27.71% (+$1.5M)
(cusip72201R833)✕	67.6K	QoQ NEW(+67.6K) YoY +2630.42% (+65.1K)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.2B)	QoQ NEW(+$6.8M) YoY +2632.83% (+$6.6M)
(cusip46435G672)✕	135.1K	QoQ -5.65% (-8.1K) YoY +246.08% (+96.1K)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.2B)	QoQ -5.52% (-$395.2K) YoY +246.36% (+$4.8M)
(cusip81369Y209)✕	45.7K	QoQ +2.58% (+1.2K) YoY -25.25% (-15.5K)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ +8.87% (+$544.4K) YoY -26.12% (-$2.4M)
(cusip464287432)✕	73.0K	QoQ +1404.38% (+68.1K) YoY -35.79% (-40.7K)	All Managers (Combined)	$6.6M	0.6% ($6.6M/$1.2B)	QoQ +1468.11% (+$6.2M) YoY -38.23% (-$4.1M)
(cusip808524706)✕	238.3K	QoQ +3.46% (+8.0K) YoY +13.73% (+28.8K)	All Managers (Combined)	$6.6M	0.6% ($6.6M/$1.2B)	QoQ +7.11% (+$436.5K) YoY +24.18% (+$1.3M)
(cusip78464A375)✕	192.7K	QoQ +449.92% (+157.7K) YoY -11.99% (-26.3K)	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.2B)	QoQ +457.97% (+$5.3M) YoY -10.51% (-$753.1K)
Meta Platforms, Inc.(METAcusip30303M102)	10.9K	QoQ +5.39% (+559) YoY +4.13% (+434)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +3.74% (+$227.1K) YoY +23.60% (+$1.2M)
(SPYVcusip78464A508)	119.5K	QoQ +2.95% (+3.4K) YoY -5.10% (-6.4K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ +2.81% (+$166.8K) YoY -3.26% (-$206.2K)