Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  "HOOD",
  "ITRI",
  "FLEX",
  "TEM",
  "FN",
  "CDRE",
  "JAZZ",
  "RDNT",
  "PLMR",
  "GDX",
  "IAG",
  null,
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  "AES",
  "ARW",
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  "INTA",
  "IMO",
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  null,
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  null,
  null,
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  "ABBV",
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  null,
  null,
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  "VONG",
  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,
  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,
  null,
  null,
  null,
  null,
  null,
  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,
  null,
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  "O",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  "TW",
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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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  "VCIT",
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  null,
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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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  null,
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  null,
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  "ARE",
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  null,
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  "WSO",
  "F",
  "WEC",
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  "FTNT",
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  "AIZ",
  null,
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  null,
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  null,
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  "NIO",
  null,
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  null,
  null,
  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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  "VB",
  "VOO",
  null,
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  "V",
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  "VITL",
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  "WT",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  "OC",
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  "HPP",
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  "G",
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  "AEM",
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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,
  "UHS",
  null,
  "MELI",
  "ZM",
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  "PAAS",
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  null,
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  null,
  null,
  "PSA",
  null,
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  null,
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  "AME",
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  "BAC",
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  "BK",
  "BRK-B",
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  "BBAI",
  "BJ",
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  null,
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  null,
  "BMY",
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  null,
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  "PM",
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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

Page 3 of 37

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46641Q837

Shares:120.2K

Value:$6.1M

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

92206C680

VONG|92206C680

Shares:65.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.2B)

33740F755

Shares:197.1K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.2B)

97717X511

Shares:114.8K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

46138G805

Shares:183.8K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

92204A876

Shares:28.6K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

81369Y407

Shares:24.3K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

46432F339

QUAL|46432F339

Shares:27.8K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

464287242

Shares:43.3K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

78464A839

Shares:60.2K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

81369Y852

Shares:46.2K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

808524300

SCHG|808524300

Shares:176.3K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

464288638

Shares:81.3K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

464287804

IJR|464287804

Shares:39.2K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

464288513

Shares:46.8K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

381430230

Shares:71.4K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

47804J206

Shares:60.4K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

922908553

VNQ|922908553

Shares:38.2K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

25434V765

Shares:128.0K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:4.0K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q837)✕	120.2K	QoQ +379.44% (+95.1K) YoY +237.30% (+84.6K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ +381.91% (+$4.8M) YoY +238.51% (+$4.3M)
(VONGcusip92206C680)	65.0K	QoQ -6.40% (-4.5K) YoY +71.99% (+27.2K)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.2B)	QoQ -15.93% (-$1.1M) YoY +84.13% (+$2.8M)
(cusip33740F755)✕	197.1K	QoQ +5.31% (+10.0K) YoY +106.26% (+101.5K)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.2B)	QoQ +2.62% (+$149.6K) YoY +119.02% (+$3.2M)
(cusip97717X511)✕	114.8K	QoQ -1.37% (-1.6K) YoY -7.76% (-9.7K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ -0.20% (-$10.2K) YoY -7.70% (-$416.4K)
(cusip46138G805)✕	183.8K	QoQ -1.46% (-2.7K) YoY -7.67% (-15.3K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +0.53% (-$26.0K) YoY -7.22% (-$382.0K)
(cusip92204A876)✕	28.6K	QoQ +727.49% (+25.1K) YoY -33.01% (-14.1K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +764.98% (+$4.3M) YoY -19.74% (-$1.2M)
(cusip81369Y407)✕	24.3K	QoQ +3.13% (-739) YoY -14.42% (-4.1K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -9.22% (-$488.8K) YoY -8.10% (-$424.1K)
(QUALcusip46432F339)	27.8K	QoQ +15.26% (+3.7K) YoY +140.22% (+16.2K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +10.61% (+$455.5K) YoY +149.78% (+$2.8M)
(cusip464287242)✕	43.3K	QoQ -3.06% (-1.4K) YoY -51.47% (-45.9K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ -1.38% (-$65.9K) YoY -51.58% (-$5.0M)
(cusip78464A839)✕	60.2K	QoQ -7.33% (-4.8K) YoY -22.07% (-17.0K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ -10.97% (-$571.6K) YoY -20.99% (-$1.2M)
(cusip81369Y852)✕	46.2K	QoQ +36.19% (+12.3K) YoY -26.00% (-16.2K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ +35.69% (+$1.2M) YoY -12.59% (-$642.1K)
(SCHGcusip808524300)	176.3K	QoQ +17.53% (+26.3K) YoY +501.08% (+146.9K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +5.60% (+$234.1K) YoY +62.32% (+$1.7M)
(cusip464288638)✕	81.3K	QoQ -2.66% (-2.2K) YoY -37.37% (-48.5K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -0.75% (-$32.5K) YoY -36.25% (-$2.4M)
(IJRcusip464287804)	39.2K	QoQ +643.63% (+33.9K) YoY +2.36% (-904)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +574.86% (+$3.5M) YoY -3.14% (-$133.0K)
(cusip464288513)✕	46.8K	QoQ +7853.40% (+46.2K) YoY -50.73% (-48.2K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +7876.53% (+$3.6M) YoY -49.99% (-$3.7M)
(cusip381430230)✕	71.4K	QoQ NEW(+71.4K) YoY NEW(+71.4K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
(cusip47804J206)✕	60.4K	QoQ -3.12% (-1.9K) YoY -13.01% (-9.0K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -7.06% (-$263.2K) YoY -13.13% (-$523.8K)
(VNQcusip922908553)	38.2K	QoQ -0.18% (-69) YoY -44.69% (-30.9K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ +1.45% (-$49.6K) YoY -42.09% (-$2.5M)
(cusip25434V765)✕	128.0K	QoQ +300.00% (+96.0K) YoY -10.08% (-14.4K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +327.12% (+$2.6M) YoY -10.08% (-$386.8K)
ELI LILLY & Co(LLYcusip532457108)	4.0K	QoQ -2.63% (-108) YoY +1.49% (+59)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +4.14% (-$131.4K) YoY +7.74% (+$237.2K)