Byrne Financial Freedom, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002063947

Type: FundHoldings: 97Value: $176.0MLatest: 2025Q1

BYRNE FINANCIAL FREEDOM, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 97 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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AMAZON COM INC

AMZN|023135106

Shares:87.9K

Value:$16.7M

% of Portfolio:9.5% ($16.7M/$176.0M)

Alphabet Inc.

GOOG|02079K107

Shares:57.0K

Value:$8.9M

% of Portfolio:5.1% ($8.9M/$176.0M)

Apple Inc.

AAPL|037833100

Shares:35.7K

Value:$7.9M

% of Portfolio:4.5% ($7.9M/$176.0M)

00214Q104

Shares:162.9K

Value:$7.7M

% of Portfolio:4.4% ($7.7M/$176.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:686.1K

Value:$7.7M

% of Portfolio:4.4% ($7.7M/$176.0M)

MICROSOFT CORP

MSFT|594918104

Shares:18.7K

Value:$7.0M

% of Portfolio:4.0% ($7.0M/$176.0M)

35473P876

Shares:176.6K

Value:$7.0M

% of Portfolio:4.0% ($7.0M/$176.0M)

35473P884

Shares:118.0K

Value:$6.3M

% of Portfolio:3.6% ($6.3M/$176.0M)

92189F643

Shares:62.7K

Value:$5.5M

% of Portfolio:3.1% ($5.5M/$176.0M)

46138G649

Shares:28.5K

Value:$5.5M

% of Portfolio:3.1% ($5.5M/$176.0M)

Walmart Inc.

WMT|931142103

Shares:59.6K

Value:$5.2M

% of Portfolio:3.0% ($5.2M/$176.0M)

00214Q708

Shares:144.1K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$176.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:56.5K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$176.0M)

46137V852

Shares:119.1K

Value:$4.7M

% of Portfolio:2.7% ($4.7M/$176.0M)

46138J742

Shares:93.3K

Value:$4.6M

% of Portfolio:2.6% ($4.6M/$176.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.7K

Value:$4.4M

% of Portfolio:2.5% ($4.4M/$176.0M)

97717W851

Shares:33.0K

Value:$3.6M

% of Portfolio:2.1% ($3.6M/$176.0M)

92647X830

Shares:103.7K

Value:$3.6M

% of Portfolio:2.0% ($3.6M/$176.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:7.5K

Value:$3.5M

% of Portfolio:2.0% ($3.5M/$176.0M)

46138E578

Shares:61.7K

Value:$3.5M

% of Portfolio:2.0% ($3.5M/$176.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	87.9K	QoQ -1.20% (-1.1K) YoY-	All Managers (Combined)	$16.7M	9.5% ($16.7M/$176.0M)	QoQ -14.31% (-$2.8M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	57.0K	QoQ 0.00% (-4) YoY-	All Managers (Combined)	$8.9M	5.1% ($8.9M/$176.0M)	QoQ -17.96% (-$1.9M) YoY-
Apple Inc.(AAPLcusip037833100)	35.7K	QoQ -2.24% (-822) YoY-	All Managers (Combined)	$7.9M	4.5% ($7.9M/$176.0M)	QoQ -13.29% (-$1.2M) YoY-
(cusip00214Q104)✕	162.9K	QoQ -0.94% (-1.6K) YoY-	All Managers (Combined)	$7.7M	4.4% ($7.7M/$176.0M)	QoQ -16.98% (-$1.6M) YoY-
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	686.1K	QoQ +6.46% (+41.6K) YoY-	All Managers (Combined)	$7.7M	4.4% ($7.7M/$176.0M)	QoQ +5.70% (+$414.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	18.7K	QoQ -0.86% (-163) YoY-	All Managers (Combined)	$7.0M	4.0% ($7.0M/$176.0M)	QoQ -11.70% (-$933.1K) YoY-
(cusip35473P876)✕	176.6K	QoQ -1.44% (-2.6K) YoY-	All Managers (Combined)	$7.0M	4.0% ($7.0M/$176.0M)	QoQ -6.70% (-$500.0K) YoY-
(cusip35473P884)✕	118.0K	QoQ -3.15% (-3.8K) YoY-	All Managers (Combined)	$6.3M	3.6% ($6.3M/$176.0M)	QoQ -5.47% (-$362.5K) YoY-
(cusip92189F643)✕	62.7K	QoQ +2.82% (-1.7K) YoY-	All Managers (Combined)	$5.5M	3.1% ($5.5M/$176.0M)	QoQ -2.41% (-$136.2K) YoY-
(cusip46138G649)✕	28.5K	QoQ +70.63% (+11.8K) YoY-	All Managers (Combined)	$5.5M	3.1% ($5.5M/$176.0M)	QoQ +56.49% (+$2.0M) YoY-
Walmart Inc.(WMTcusip931142103)	59.6K	QoQ -0.63% (-380) YoY-	All Managers (Combined)	$5.2M	3.0% ($5.2M/$176.0M)	QoQ -3.44% (-$186.9K) YoY-
(cusip00214Q708)✕	144.1K	QoQ -0.30% (-443) YoY-	All Managers (Combined)	$4.8M	2.7% ($4.8M/$176.0M)	QoQ -10.50% (-$562.4K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	56.5K	QoQ -49.21% (-54.8K) YoY-	All Managers (Combined)	$4.8M	2.7% ($4.8M/$176.0M)	QoQ -43.32% (-$3.6M) YoY-
(cusip46137V852)✕	119.1K	QoQ -1.23% (-1.5K) YoY-	All Managers (Combined)	$4.7M	2.7% ($4.7M/$176.0M)	QoQ -2.66% (-$128.7K) YoY-
(cusip46138J742)✕	93.3K	QoQ -15.19% (-16.7K) YoY-	All Managers (Combined)	$4.6M	2.6% ($4.6M/$176.0M)	QoQ -15.72% (-$859.1K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.7K	QoQ +0.73% (+34) YoY-	All Managers (Combined)	$4.4M	2.5% ($4.4M/$176.0M)	QoQ +3.98% (+$168.7K) YoY-
(cusip97717W851)✕	33.0K	QoQ +1.80% (+585) YoY-	All Managers (Combined)	$3.6M	2.1% ($3.6M/$176.0M)	QoQ +1.70% (+$61.0K) YoY-
(cusip92647X830)✕	103.7K	QoQ +0.48% (+503) YoY-	All Managers (Combined)	$3.6M	2.0% ($3.6M/$176.0M)	QoQ +1.04% (+$36.9K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	7.5K	QoQ +2.45% (-180) YoY-	All Managers (Combined)	$3.5M	2.0% ($3.5M/$176.0M)	QoQ -6.02% (-$226.0K) YoY-
(cusip46138E578)✕	61.7K	QoQ -2.94% (-1.9K) YoY-	All Managers (Combined)	$3.5M	2.0% ($3.5M/$176.0M)	QoQ -8.83% (-$335.6K) YoY-