Freegulliver

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "FLO",
  "PCG",
  "GOOGL",
  "AVGO",
  null,
  "FRT",
  null,
  "BEN",
  "MUB",
  "META",
  "REFR",
  "ROOT",
  "DFPH",
  null,
  null,
  "SLF",
  "MSFT",
  "FHN",
  null,
  "HRL",
  "ADM",
  "DIBS",
  "IJR",
  "KKR",
  "ORCL",
  "NOC",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  "SPLG",
  null,
  "VNQ",
  "VO",
  "MET",
  "VV",
  "TOIIW",
  null,
  "VIG",
  "IEF",
  "HWC",
  "AON",
  "IWP",
  null,
  "LANC",
  null,
  "NVO",
  "VIGI",
  "AMZN",
  "TPL",
  "VEA",
  "VXUS",
  "VB",
  "VOO",
  "VNCE",
  "V",
  "VICI",
  "WMT",
  "WBA",
  "WVVI",
  null,
  "SCHD",
  "SJM",
  "SYY",
  null,
  null,
  null,
  "BRK-B",
  "BDX",
  "CVX",
  "CLOV",
  "KO",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "XOM",
  "LLY",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 92
Total Value: 195102672
Accession Number: 0001172661-25-001585
Form Type: 13F-HR
CIK: freegulliver
Manager Name: Freegulliver

Data Enrichment

82% identified

75 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $195.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

JPMORGAN CHASE & CO

JPM|46625H100

Shares:211.2K

Value:$51.8M

% of Portfolio:26.6% ($51.8M/$195.1M)

464289446

Shares:220.2K

Value:$30.3M

% of Portfolio:15.5% ($30.3M/$195.1M)

921946810

VIGI|921946810

Shares:154.6K

Value:$12.8M

% of Portfolio:6.6% ($12.8M/$195.1M)

33740U778

Shares:332.4K

Value:$7.9M

% of Portfolio:4.1% ($7.9M/$195.1M)

46137V464

Shares:64.4K

Value:$7.3M

% of Portfolio:3.8% ($7.3M/$195.1M)

921908844

VIG|921908844

Shares:35.3K

Value:$6.8M

% of Portfolio:3.5% ($6.8M/$195.1M)

78464A805

Shares:95.5K

Value:$6.5M

% of Portfolio:3.3% ($6.5M/$195.1M)

33740F755

Shares:190.7K

Value:$5.7M

% of Portfolio:2.9% ($5.7M/$195.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:10.0K

Value:$5.3M

% of Portfolio:2.7% ($5.3M/$195.1M)

808524797

SCHD|808524797

Shares:152.1K

Value:$4.3M

% of Portfolio:2.2% ($4.3M/$195.1M)

464287440

IEF|464287440

Shares:43.6K

Value:$4.2M

% of Portfolio:2.1% ($4.2M/$195.1M)

NOVO NORDISK A S

NVO|670100205

Shares:43.0K

Value:$3.0M

% of Portfolio:1.5% ($3.0M/$195.1M)

922908629

VO|922908629

Shares:9.6K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$195.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:8.2K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$195.1M)

46435G219

Shares:52.3K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$195.1M)

FIRST HORIZON CORP

FHN|320517105

Shares:100.3K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$195.1M)

Apple Inc.

AAPL|037833100

Shares:7.6K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$195.1M)

464287200

IVV|464287200

Shares:2.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$195.1M)

SYSCO CORP

SYY|871829107

Shares:19.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.1M)

COCA COLA CO

KO|191216100

Shares:19.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	211.2K	QoQ -0.06% (-132) YoY -0.52% (-1.1K)	All Managers (Combined)	$51.8M	26.6% ($51.8M/$195.1M)	QoQ +2.26% (-$1.1M) YoY +21.82% (-$9.3M)
(cusip464289446)✕	220.2K	QoQ +9.91% (+19.9K) YoY +215.63% (+150.4K)	All Managers (Combined)	$30.3M	15.5% ($30.3M/$195.1M)	QoQ +4.36% (+$1.3M) YoY +241.18% (+$21.4M)
(VIGIcusip921946810)	154.6K	QoQ +3.45% (+5.2K) YoY +51.56% (+52.6K)	All Managers (Combined)	$12.8M	6.6% ($12.8M/$195.1M)	QoQ +7.26% (+$868.9K) YoY +54.19% (+$4.5M)
(cusip33740U778)✕	332.4K	QoQ +29.83% (+76.4K) YoY +155.67% (+202.4K)	All Managers (Combined)	$7.9M	4.1% ($7.9M/$195.1M)	QoQ +26.06% (+$1.6M) YoY +170.07% (+$5.0M)
(cusip46137V464)✕	64.4K	QoQ +118.40% (+34.9K) YoY NEW(+64.4K)	All Managers (Combined)	$7.3M	3.8% ($7.3M/$195.1M)	QoQ +101.13% (+$3.7M) YoY NEW(+$7.3M)
(VIGcusip921908844)	35.3K	QoQ -8.40% (-3.2K) YoY +52.20% (+12.1K)	All Managers (Combined)	$6.8M	3.5% ($6.8M/$195.1M)	QoQ -9.26% (-$699.3K) YoY +61.68% (+$2.6M)
(cusip78464A805)✕	95.5K	QoQ +0.92% (-877) YoY NEW(+95.5K)	All Managers (Combined)	$6.5M	3.3% ($6.5M/$195.1M)	QoQ -3.90% (-$264.0K) YoY NEW(+$6.5M)
(cusip33740F755)✕	190.7K	QoQ +29.52% (+43.5K) YoY NEW(+190.7K)	All Managers (Combined)	$5.7M	2.9% ($5.7M/$195.1M)	QoQ +26.20% (+$1.2M) YoY NEW(+$5.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	10.0K	QoQ +0.12% (+13) YoY +0.31% (+31)	All Managers (Combined)	$5.3M	2.7% ($5.3M/$195.1M)	QoQ +3.67% (+$186.0K) YoY +6.20% (+$306.7K)
(SCHDcusip808524797)	152.1K	QoQ +2.22% (+3.3K) YoY +268.54% (+110.8K)	All Managers (Combined)	$4.3M	2.2% ($4.3M/$195.1M)	QoQ +4.62% (+$187.9K) YoY +27.79% (+$925.1K)
(IEFcusip464287440)	43.6K	QoQ +4.59% (+1.9K) YoY +117.65% (+23.6K)	All Managers (Combined)	$4.2M	2.1% ($4.2M/$195.1M)	QoQ +7.89% (+$304.4K) YoY +119.28% (+$2.3M)
NOVO NORDISK A S(NVOcusip670100205)	43.0K	QoQ +2.38% (-1.0K) YoY NEW(+43.0K)	All Managers (Combined)	$3.0M	1.5% ($3.0M/$195.1M)	QoQ -17.35% (-$626.9K) YoY NEW(+$3.0M)
(VOcusip922908629)	9.6K	QoQ -3.74% (-372) YoY +66.33% (+3.8K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$195.1M)	QoQ -5.76% (-$151.2K) YoY +72.15% (+$1.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	8.2K	QoQ 0.00% (+0) YoY +13.36% (+969)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$195.1M)	QoQ +19.00% (+$378.2K) YoY +58.77% (+$876.9K)
(cusip46435G219)✕	52.3K	QoQ +2.46% (+1.3K) YoY +725.33% (+46.0K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$195.1M)	QoQ +3.96% (+$89.8K) YoY +728.29% (+$2.1M)
FIRST HORIZON CORP(FHNcusip320517105)	100.3K	QoQ -0.80% (-814) YoY -1.36% (-1.4K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$195.1M)	QoQ -4.35% (-$88.6K) YoY +24.38% (-$381.8K)
Apple Inc.(AAPLcusip037833100)	7.6K	QoQ -2.76% (-216) YoY +130.87% (+4.3K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$195.1M)	QoQ -13.74% (-$269.2K) YoY +199.00% (+$1.1M)
(IVVcusip464287200)	2.8K	QoQ -3.46% (-102) YoY +52.71% (+981)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$195.1M)	QoQ -7.84% (-$135.9K) YoY +63.20% (+$618.6K)
SYSCO CORP(SYYcusip871829107)	19.2K	QoQ +0.06% (-13) YoY +0.06% (-13)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.1M)	QoQ -1.79% (-$26.2K) YoY -7.50% (-$116.7K)
COCA COLA CO(KOcusip191216100)	19.8K	QoQ +0.42% (+83) YoY +6.42% (+1.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.1M)	QoQ +15.51% (+$190.2K) YoY +24.58% (+$279.3K)