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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78464A508

SPYV|78464A508

Shares:5.1K

Value:$260.5K

% of Portfolio:0.1% ($260.5K/$176.0M)

72201R882

Shares:3.5K

Value:$252.4K

% of Portfolio:0.1% ($252.4K/$176.0M)

PEPSICO INC

PEP|713448108

Shares:1.7K

Value:$251.5K

% of Portfolio:0.1% ($251.5K/$176.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.1K

Value:$250.6K

% of Portfolio:0.1% ($250.6K/$176.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:861

Value:$248.1K

% of Portfolio:0.1% ($248.1K/$176.0M)

SOUTHERN CO

SO|842587107

Shares:2.7K

Value:$247.9K

% of Portfolio:0.1% ($247.9K/$176.0M)

Salesforce, Inc.

CRM|79466L302

Shares:856

Value:$229.7K

% of Portfolio:0.1% ($229.7K/$176.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:805

Value:$227.8K

% of Portfolio:0.1% ($227.8K/$176.0M)

NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND

NMT|67061E104

Shares:18.4K

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$176.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.8K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$176.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:708

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$176.0M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:385

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$176.0M)

Walt Disney Co

DIS|254687106

Shares:2.0K

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$176.0M)

ARBOR REALTY TRUST INC

ABR|038923108

Shares:14.4K

Value:$169.1K

% of Portfolio:0.1% ($169.1K/$176.0M)

FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC

PFD|338480106

Shares:10.6K

Value:$118.9K

% of Portfolio:0.1% ($118.9K/$176.0M)

Aurora Innovation, Inc.

AUR|051774107

Shares:14.0K

Value:$94.2K

% of Portfolio:0.1% ($94.2K/$176.0M)

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO|33848E106

Shares:10.2K

Value:$94.0K

% of Portfolio:0.1% ($94.0K/$176.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	5.1K	QoQ -3.77% (-200) YoY-	All Managers (Combined)	$260.5K	0.1% ($260.5K/$176.0M)	QoQ -3.90% (-$10.6K) YoY-
(cusip72201R882)✕	3.5K	QoQ -97.77% (-154.8K) YoY-	All Managers (Combined)	$252.4K	0.1% ($252.4K/$176.0M)	QoQ -97.67% (-$10.6M) YoY-
PEPSICO INC(PEPcusip713448108)	1.7K	QoQ -1.75% (-30) YoY-	All Managers (Combined)	$251.5K	0.1% ($251.5K/$176.0M)	QoQ -3.12% (-$8.1K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.1K	QoQ +0.09% (+2) YoY-	All Managers (Combined)	$250.6K	0.1% ($250.6K/$176.0M)	QoQ +0.87% (+$2.2K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	861	QoQ NEW(+861) YoY-	All Managers (Combined)	$248.1K	0.1% ($248.1K/$176.0M)	QoQ NEW(+$248.1K) YoY-
SOUTHERN CO(SOcusip842587107)	2.7K	QoQ -7.06% (-205) YoY-	All Managers (Combined)	$247.9K	0.1% ($247.9K/$176.0M)	QoQ +3.78% (-$9.0K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	856	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$229.7K	0.1% ($229.7K/$176.0M)	QoQ -19.73% (-$56.5K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	805	QoQ -9.95% (-89) YoY-	All Managers (Combined)	$227.8K	0.1% ($227.8K/$176.0M)	QoQ +6.29% (-$13.5K) YoY-
NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND(NMTcusip67061E104)	18.4K	QoQ +0.20% (+37) YoY-	All Managers (Combined)	$217.7K	0.1% ($217.7K/$176.0M)	QoQ +3.16% (+$6.7K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.8K	QoQ NEW(+4.8K) YoY-	All Managers (Combined)	$216.4K	0.1% ($216.4K/$176.0M)	QoQ NEW(+$216.4K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	708	QoQ +0.28% (+2) YoY-	All Managers (Combined)	$216.3K	0.1% ($216.3K/$176.0M)	QoQ +4.70% (+$9.7K) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	385	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$202.5K	0.1% ($202.5K/$176.0M)	QoQ -11.50% (-$26.3K) YoY-
Walt Disney Co(DIScusip254687106)	2.0K	QoQ -4.24% (-90) YoY-	All Managers (Combined)	$200.3K	0.1% ($200.3K/$176.0M)	QoQ -15.09% (-$35.6K) YoY-
ARBOR REALTY TRUST INC(ABRcusip038923108)	14.4K	QoQ +2.05% (-290) YoY-	All Managers (Combined)	$169.1K	0.1% ($169.1K/$176.0M)	QoQ -13.42% (-$26.2K) YoY-
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC(PFDcusip338480106)	10.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$118.9K	0.1% ($118.9K/$176.0M)	QoQ -0.17% (-$212) YoY-
Aurora Innovation, Inc.(AURcusip051774107)	14.0K	QoQ NEW(+14.0K) YoY-	All Managers (Combined)	$94.2K	0.1% ($94.2K/$176.0M)	QoQ NEW(+$94.2K) YoY-
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC(PFOcusip33848E106)	10.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$94.0K	0.1% ($94.0K/$176.0M)	QoQ +2.33% (+$2.1K) YoY-