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

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.2K

Value:$370.5K

% of Portfolio:0.2% ($370.5K/$176.0M)

78464A870

Shares:4.6K

Value:$370.4K

% of Portfolio:0.2% ($370.4K/$176.0M)

Broadcom Inc.

AVGO|11135F101

Shares:2.1K

Value:$345.0K

% of Portfolio:0.2% ($345.0K/$176.0M)

BOEING CO

BA|097023105

Shares:2.0K

Value:$339.8K

% of Portfolio:0.2% ($339.8K/$176.0M)

78464A888

Shares:3.5K

Value:$335.4K

% of Portfolio:0.2% ($335.4K/$176.0M)

78463X889

SPDW|78463X889

Shares:9.0K

Value:$326.4K

% of Portfolio:0.2% ($326.4K/$176.0M)

921908844

VIG|921908844

Shares:1.7K

Value:$322.5K

% of Portfolio:0.2% ($322.5K/$176.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:712

Value:$318.2K

% of Portfolio:0.2% ($318.2K/$176.0M)

72201R866

Shares:6.0K

Value:$306.7K

% of Portfolio:0.2% ($306.7K/$176.0M)

81369Y704

Shares:2.3K

Value:$305.2K

% of Portfolio:0.2% ($305.2K/$176.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9K

Value:$301.4K

% of Portfolio:0.2% ($301.4K/$176.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.2K

Value:$300.5K

% of Portfolio:0.2% ($300.5K/$176.0M)

RTX Corp

RTX|75513E101

Shares:2.3K

Value:$299.0K

% of Portfolio:0.2% ($299.0K/$176.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:4.1K

Value:$298.7K

% of Portfolio:0.2% ($298.7K/$176.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$294.9K

% of Portfolio:0.2% ($294.9K/$176.0M)

464287507

IJH|464287507

Shares:5.0K

Value:$294.0K

% of Portfolio:0.2% ($294.0K/$176.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.7K

Value:$289.2K

% of Portfolio:0.2% ($289.2K/$176.0M)

464288810

Shares:4.8K

Value:$288.7K

% of Portfolio:0.2% ($288.7K/$176.0M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.0K

Value:$277.4K

% of Portfolio:0.2% ($277.4K/$176.0M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:3.9K

Value:$272.3K

% of Portfolio:0.2% ($272.3K/$176.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.2K	QoQ -0.03% (-2) YoY-	All Managers (Combined)	$370.5K	0.2% ($370.5K/$176.0M)	QoQ +2.18% (-$7.9K) YoY-
(cusip78464A870)✕	4.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$370.4K	0.2% ($370.4K/$176.0M)	QoQ -9.94% (-$40.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.1K	QoQ +28.09% (-452) YoY-	All Managers (Combined)	$345.0K	0.2% ($345.0K/$176.0M)	QoQ -7.52% (-$28.1K) YoY-
BOEING CO(BAcusip097023105)	2.0K	QoQ +2.99% (-58) YoY-	All Managers (Combined)	$339.8K	0.2% ($339.8K/$176.0M)	QoQ -0.75% (-$2.6K) YoY-
(cusip78464A888)✕	3.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$335.4K	0.2% ($335.4K/$176.0M)	QoQ -7.27% (-$26.3K) YoY-
(SPDWcusip78463X889)	9.0K	QoQ -88.94% (-72.1K) YoY-	All Managers (Combined)	$326.4K	0.2% ($326.4K/$176.0M)	QoQ -88.20% (-$2.4M) YoY-
(VIGcusip921908844)	1.7K	QoQ -0.59% (-10) YoY-	All Managers (Combined)	$322.5K	0.2% ($322.5K/$176.0M)	QoQ -1.52% (-$5.0K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	712	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$318.2K	0.2% ($318.2K/$176.0M)	QoQ -8.07% (-$27.9K) YoY-
(cusip72201R866)✕	6.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$306.7K	0.2% ($306.7K/$176.0M)	QoQ -0.34% (-$1.1K) YoY-
(cusip81369Y704)✕	2.3K	QoQ +4.95% (+110) YoY-	All Managers (Combined)	$305.2K	0.2% ($305.2K/$176.0M)	QoQ +4.38% (+$12.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$301.4K	0.2% ($301.4K/$176.0M)	QoQ -18.30% (-$67.5K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.2K	QoQ +0.26% (-19) YoY-	All Managers (Combined)	$300.5K	0.2% ($300.5K/$176.0M)	QoQ -4.80% (-$15.2K) YoY-
RTX Corp(RTXcusip75513E101)	2.3K	QoQ +1.98% (+44) YoY-	All Managers (Combined)	$299.0K	0.2% ($299.0K/$176.0M)	QoQ +16.75% (+$42.9K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$298.7K	0.2% ($298.7K/$176.0M)	QoQ NEW(+$298.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ -12.52% (-163) YoY-	All Managers (Combined)	$294.9K	0.2% ($294.9K/$176.0M)	QoQ -43.86% (-$230.5K) YoY-
(IJHcusip464287507)	5.0K	QoQ +0.01% (-1) YoY-	All Managers (Combined)	$294.0K	0.2% ($294.0K/$176.0M)	QoQ -6.34% (-$19.9K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$289.2K	0.2% ($289.2K/$176.0M)	QoQ -15.94% (-$54.9K) YoY-
(cusip464288810)✕	4.8K	QoQ -11.94% (-651) YoY-	All Managers (Combined)	$288.7K	0.2% ($288.7K/$176.0M)	QoQ -9.17% (-$29.2K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	1.0K	QoQ +0.28% (+3) YoY-	All Managers (Combined)	$277.4K	0.2% ($277.4K/$176.0M)	QoQ +21.24% (+$48.6K) YoY-
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	3.9K	QoQ +4.36% (+161) YoY-	All Managers (Combined)	$272.3K	0.2% ($272.3K/$176.0M)	QoQ +12.23% (+$29.7K) YoY-