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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 5

Sort by:

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:14.9K

Value:$974.1K

% of Portfolio:0.6% ($974.1K/$176.0M)

Fortinet, Inc.

FTNT|34959E109

Shares:9.1K

Value:$873.1K

% of Portfolio:0.5% ($873.1K/$176.0M)

46138G664

Shares:20.7K

Value:$842.4K

% of Portfolio:0.5% ($842.4K/$176.0M)

46641Q837

Shares:15.9K

Value:$804.8K

% of Portfolio:0.5% ($804.8K/$176.0M)

Unity Software Inc.

U|91332U101

Shares:34.1K

Value:$668.9K

% of Portfolio:0.4% ($668.9K/$176.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.9K

Value:$663.4K

% of Portfolio:0.4% ($663.4K/$176.0M)

35473P629

Shares:27.1K

Value:$645.7K

% of Portfolio:0.4% ($645.7K/$176.0M)

ORACLE CORP

ORCL|68389X105

Shares:4.4K

Value:$621.9K

% of Portfolio:0.4% ($621.9K/$176.0M)

97717W422

Shares:13.6K

Value:$593.4K

% of Portfolio:0.3% ($593.4K/$176.0M)

19761L706

Shares:17.2K

Value:$572.7K

% of Portfolio:0.3% ($572.7K/$176.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.4K

Value:$562.1K

% of Portfolio:0.3% ($562.1K/$176.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.6K

Value:$552.1K

% of Portfolio:0.3% ($552.1K/$176.0M)

ADOBE INC.

ADBE|00724F101

Shares:1.4K

Value:$537.7K

% of Portfolio:0.3% ($537.7K/$176.0M)

464287515

Shares:5.1K

Value:$452.7K

% of Portfolio:0.3% ($452.7K/$176.0M)

Meta Platforms, Inc.

META|30303M102

Shares:775

Value:$446.5K

% of Portfolio:0.3% ($446.5K/$176.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.8K

Value:$428.9K

% of Portfolio:0.2% ($428.9K/$176.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$419.1K

% of Portfolio:0.2% ($419.1K/$176.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.8K

Value:$417.8K

% of Portfolio:0.2% ($417.8K/$176.0M)

ELI LILLY & Co

LLY|532457108

Shares:453

Value:$374.5K

% of Portfolio:0.2% ($374.5K/$176.0M)

Dell Technologies Inc.

DELL|24703L202

Shares:4.1K

Value:$373.9K

% of Portfolio:0.2% ($373.9K/$176.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PayPal Holdings, Inc.(PYPLcusip70450Y103)	14.9K	QoQ +13.04% (-1.7K) YoY-	All Managers (Combined)	$974.1K	0.6% ($974.1K/$176.0M)	QoQ -13.57% (-$153.0K) YoY-
Fortinet, Inc.(FTNTcusip34959E109)	9.1K	QoQ -1.09% (-100) YoY-	All Managers (Combined)	$873.1K	0.5% ($873.1K/$176.0M)	QoQ +0.77% (-$6.7K) YoY-
(cusip46138G664)✕	20.7K	QoQ -81.47% (-91.0K) YoY-	All Managers (Combined)	$842.4K	0.5% ($842.4K/$176.0M)	QoQ -83.52% (-$4.3M) YoY-
(cusip46641Q837)✕	15.9K	QoQ +0.90% (+142) YoY-	All Managers (Combined)	$804.8K	0.5% ($804.8K/$176.0M)	QoQ +1.42% (+$11.3K) YoY-
Unity Software Inc.(Ucusip91332U101)	34.1K	QoQ +75.39% (+14.7K) YoY-	All Managers (Combined)	$668.9K	0.4% ($668.9K/$176.0M)	QoQ +52.91% (+$231.5K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.9K	QoQ +5.42% (-200) YoY-	All Managers (Combined)	$663.4K	0.4% ($663.4K/$176.0M)	QoQ -1.13% (-$7.6K) YoY-
(cusip35473P629)✕	27.1K	QoQ +59.40% (+10.1K) YoY-	All Managers (Combined)	$645.7K	0.4% ($645.7K/$176.0M)	QoQ +59.13% (+$240.0K) YoY-
ORACLE CORP(ORCLcusip68389X105)	4.4K	QoQ +12.66% (-500) YoY-	All Managers (Combined)	$621.9K	0.4% ($621.9K/$176.0M)	QoQ -5.47% (-$36.0K) YoY-
(cusip97717W422)✕	13.6K	QoQ +5.03% (+651) YoY-	All Managers (Combined)	$593.4K	0.3% ($593.4K/$176.0M)	QoQ +1.41% (+$8.3K) YoY-
(cusip19761L706)✕	17.2K	QoQ +177.50% (+11.0K) YoY-	All Managers (Combined)	$572.7K	0.3% ($572.7K/$176.0M)	QoQ +166.20% (+$357.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.4K	QoQ -1.31% (-45) YoY-	All Managers (Combined)	$562.1K	0.3% ($562.1K/$176.0M)	QoQ +13.18% (-$65.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.6K	QoQ +31.05% (+1.1K) YoY-	All Managers (Combined)	$552.1K	0.3% ($552.1K/$176.0M)	QoQ +44.89% (+$171.1K) YoY-
ADOBE INC.(ADBEcusip00724F101)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$537.7K	0.3% ($537.7K/$176.0M)	QoQ -13.75% (-$85.7K) YoY-
(cusip464287515)✕	5.1K	QoQ +22.01% (+918) YoY-	All Managers (Combined)	$452.7K	0.3% ($452.7K/$176.0M)	QoQ +8.46% (+$35.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	775	QoQ -11.42% (-100) YoY-	All Managers (Combined)	$446.5K	0.3% ($446.5K/$176.0M)	QoQ -12.80% (-$65.6K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	1.8K	QoQ +0.32% (-6) YoY-	All Managers (Combined)	$428.9K	0.2% ($428.9K/$176.0M)	QoQ -5.18% (-$23.5K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ +5.26% (+100) YoY-	All Managers (Combined)	$419.1K	0.2% ($419.1K/$176.0M)	QoQ +24.11% (+$81.4K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.8K	QoQ +10.36% (+636) YoY-	All Managers (Combined)	$417.8K	0.2% ($417.8K/$176.0M)	QoQ +15.04% (+$54.6K) YoY-
ELI LILLY & Co(LLYcusip532457108)	453	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$374.5K	0.2% ($374.5K/$176.0M)	QoQ +7.01% (+$24.6K) YoY-
Dell Technologies Inc.(DELLcusip24703L202)	4.1K	QoQ +15.32% (-545) YoY-	All Managers (Combined)	$373.9K	0.2% ($373.9K/$176.0M)	QoQ -8.79% (-$36.1K) YoY-