Byrne-Financial-Freedom

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  null,
  null,
  "AVGO",
  "LOW",
  "ABR",
  "U",
  "HD",
  "INTU",
  "PFO",
  null,
  null,
  null,
  "QCOM",
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "PFD",
  null,
  null,
  "MSFT",
  "TMUS",
  "ORCL",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "VZ",
  null,
  null,
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  "SPYG",
  "IBM",
  "TMO",
  "TJX",
  "UBER",
  null,
  "NMT",
  "VIG",
  null,
  null,
  null,
  "TSM",
  null,
  null,
  null,
  "AXON",
  "APH",
  "FTNT",
  "AMZN",
  "NEA",
  "WMT",
  "WFC",
  null,
  null,
  "SO",
  "CRM",
  null,
  "SPYV",
  null,
  null,
  "AUR",
  "ADP",
  "BAC",
  "BMRN",
  "BA",
  "CSCO",
  "COST",
  "DELL",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 97
Total Value: 176005043
Accession Number: 0001951757-25-000474
Form Type: 13F-HR
CIK: byrne-financial-freedom
Manager Name: Byrne-Financial-Freedom

Data Enrichment

68% identified

66 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $176.0M total value

97 positions • $176.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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97717Y691

Shares:93.6K

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$176.0M)

69344A107

Shares:52.7K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$176.0M)

UNITEDHEALTH GROUP INC

Shares:4.6K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$176.0M)

78464A409

Shares:28.7K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$176.0M)

SPDR S&P 500 ETF TRUST

Shares:3.7K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$176.0M)

37954Y673

Shares:54.0K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$176.0M)

81369Y407

Shares:8.6K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$176.0M)

81369Y209

Shares:10.3K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$176.0M)

NVIDIA CORP

Shares:13.0K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$176.0M)

81369Y308

Shares:16.4K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$176.0M)

81369Y803

Shares:6.3K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$176.0M)

INTUIT INC.

Shares:2.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$176.0M)

AMPHENOL CORP /DE/

Shares:17.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$176.0M)

QUALCOMM INC/DE

Shares:7.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$176.0M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:4.5K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$176.0M)

HOME DEPOT, INC.

Shares:2.9K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$176.0M)

81369Y605

Shares:21.1K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$176.0M)

JPMORGAN CHASE & CO

Shares:4.3K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$176.0M)

78464A631

Shares:6.1K

Value:$986.1K

% of Portfolio:0.6% ($986.1K/$176.0M)

THERMO FISHER SCIENTIFIC INC.

Shares:2.0K

Value:$978.1K

% of Portfolio:0.6% ($978.1K/$176.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y691)✕	93.6K	QoQ +0.78% (-729) YoY-	All Managers (Combined)	$3.0M	1.7% ($3.0M/$176.0M)	QoQ -12.83% (-$447.2K) YoY-
(cusip69344A107)✕	52.7K	QoQ +15.69% (+7.2K) YoY-	All Managers (Combined)	$2.6M	1.5% ($2.6M/$176.0M)	QoQ +16.11% (+$363.9K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.6K	QoQ -0.21% (-10) YoY-	All Managers (Combined)	$2.4M	1.4% ($2.4M/$176.0M)	QoQ +3.29% (-$77.0K) YoY-
(SPYGcusip78464A409)	28.7K	QoQ +0.04% (-13) YoY-	All Managers (Combined)	$2.3M	1.3% ($2.3M/$176.0M)	QoQ -8.52% (-$214.6K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.7K	QoQ -8.28% (-334) YoY-	All Managers (Combined)	$2.1M	1.2% ($2.1M/$176.0M)	QoQ -12.46% (-$294.7K) YoY-
(cusip37954Y673)✕	54.0K	QoQ +42.05% (+16.0K) YoY-	All Managers (Combined)	$2.0M	1.2% ($2.0M/$176.0M)	QoQ +32.63% (+$501.4K) YoY-
(cusip81369Y407)✕	8.6K	QoQ +2.61% (-218) YoY-	All Managers (Combined)	$1.7M	1.0% ($1.7M/$176.0M)	QoQ -9.68% (-$181.5K) YoY-
(cusip81369Y209)✕	10.3K	QoQ -2.70% (-287) YoY-	All Managers (Combined)	$1.5M	0.9% ($1.5M/$176.0M)	QoQ +3.26% (-$47.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	13.0K	QoQ -0.38% (-50) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$176.0M)	QoQ -19.60% (-$344.7K) YoY-
(cusip81369Y308)✕	16.4K	QoQ +9.75% (+1.5K) YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$176.0M)	QoQ +14.02% (+$164.9K) YoY-
(XLKcusip81369Y803)	6.3K	QoQ -6.91% (-465) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$176.0M)	QoQ -17.34% (-$271.1K) YoY-
INTUIT INC.(INTUcusip461202103)	2.0K	QoQ +0.14% (-3) YoY-	All Managers (Combined)	$1.2M	0.7% ($1.2M/$176.0M)	QoQ -2.14% (-$27.2K) YoY-
AMPHENOL CORP /DE/(APHcusip032095101)	17.4K	QoQ +6.09% (+1.0K) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$176.0M)	QoQ +0.20% (+$2.3K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	7.4K	QoQ +49.08% (+2.4K) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$176.0M)	QoQ +49.05% (+$373.5K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.5K	QoQ -85.78% (-26.9K) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$176.0M)	QoQ -83.91% (-$5.8M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.9K	QoQ +0.13% (-4) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$176.0M)	QoQ -5.63% (-$64.1K) YoY-
(cusip81369Y605)✕	21.1K	QoQ +0.97% (+203) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$176.0M)	QoQ +4.06% (+$41.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.3K	QoQ +2.42% (+101) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$176.0M)	QoQ +4.81% (+$48.0K) YoY-
(cusip78464A631)✕	6.1K	QoQ -1.30% (-81) YoY-	All Managers (Combined)	$986.1K	0.6% ($986.1K/$176.0M)	QoQ -4.35% (-$44.9K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.0K	QoQ -5.75% (-120) YoY-	All Managers (Combined)	$978.1K	0.6% ($978.1K/$176.0M)	QoQ -9.84% (-$106.9K) YoY-