Freedom Investment Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 838Value: $1.2BLatest: 2025Q1

Freedom Investment Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 838 holdings worth $1.2 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,
  null,
  "SE",
  "HOOD",
  "ITRI",
  "FLEX",
  "TEM",
  "FN",
  "CDRE",
  "JAZZ",
  "RDNT",
  "PLMR",
  "GDX",
  "IAG",
  null,
  "OSK",
  "AES",
  "ARW",
  "OLLI",
  "INTA",
  "IMO",
  "BEPC",
  null,
  "AVAV",
  "ALSN",
  "SMCI",
  "ARM",
  "MU",
  null,
  null,
  "ACN",
  "ZS",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MATX",
  "MWA",
  null,
  null,
  "JLL",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  null,
  "AXP",
  "UNIT",
  "ATMU",
  "AEG",
  "ADMA",
  "ASML",
  "BLK",
  null,
  "ASX",
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "CLS",
  "AVEM",
  "AIT",
  "AGX",
  "BMA",
  null,
  "WRB",
  null,
  "HNST",
  "BSX",
  null,
  null,
  "CRBU",
  "CCI",
  "CMI",
  "JKS",
  null,
  null,
  "NGVC",
  "NICE",
  null,
  null,
  "PRIM",
  "QSI",
  "ERJ",
  "EBAY",
  "POWL",
  "RL",
  "QS",
  null,
  null,
  "TPIC",
  "SIGA",
  "EOG",
  null,
  null,
  "UEC",
  "EXPE",
  null,
  "FFIV",
  null,
  "LOGI",
  "MMYT",
  null,
  null,
  "IBKR",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "ADTN",
  "AEVA",
  null,
  "HD",
  "HPQ",
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TE",
  "QCOM",
  null,
  null,
  "GLPI",
  "GNW",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "HRZN",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "AMAT",
  null,
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LUNR",
  null,
  "MBIN",
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  "RXT",
  null,
  "SMWB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  "MMC",
  null,
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "CIFR",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "FICO",
  "SUPV",
  null,
  "NTRS",
  "HEI",
  "HMY",
  "HIG",
  "HES",
  "HOLX",
  "NVS",
  "IBRX",
  null,
  null,
  "OMC",
  null,
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "AER",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KLAC",
  "KR",
  "ORCL",
  null,
  null,
  "PAYX",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "IEMG",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "PBR",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  null,
  "PSTG",
  "KEYS",
  null,
  "MKC",
  "NMR",
  "AMGN",
  "KVUE",
  "MSTR",
  "DGX",
  null,
  "REGN",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RTX",
  "SPDW",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "AA",
  "MET",
  "SOUN",
  "RCL",
  "SNEX",
  "OGE",
  "RKLB",
  "MRNA",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  null,
  null,
  "SCS",
  "ACWV",
  null,
  "VWO",
  "JBL",
  null,
  null,
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "NGG",
  null,
  "EME",
  "RLGT",
  "LYG",
  "PNTG",
  "TTE",
  null,
  "AGO",
  "SXC",
  "TOST",
  "TSCO",
  null,
  null,
  "ULTA",
  "XLB",
  "SU",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "PR",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "VRSK",
  "GPK",
  "VRT",
  "HASI",
  "GGAL",
  "SAIC",
  "MLI",
  null,
  "ATO",
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "AMCR",
  "SFM",
  "AEE",
  "ACGL",
  null,
  null,
  "TOL",
  "SNX",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "FTNT",
  "IWP",
  "AIZ",
  null,
  null,
  "CAH",
  "AEP",
  null,
  "SGOL",
  "EVLV",
  "CMRE",
  "PAC",
  "INO",
  null,
  "IDXX",
  "RACE",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "ACIW",
  "DKS",
  "HIMS",
  null,
  null,
  "DOX",
  null,
  null,
  "HBAN",
  "VEU",
  "VPL",
  null,
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  "VXUS",
  null,
  "VGLT",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VERI",
  "VTV",
  "VEEV",
  "V",
  "VST",
  "VICI",
  "VITL",
  "WMT",
  "WIT",
  "WING",
  "WTFC",
  "WT",
  null,
  null,
  null,
  "XEL",
  "YPF",
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "ELAN",
  null,
  null,
  "OC",
  "GRMN",
  "HPP",
  "NOG",
  "G",
  "FBP",
  "FOXA",
  "JHG",
  "AEM",
  "BIIB",
  "CHKP",
  "SCHG",
  null,
  "IHG",
  "JD",
  "KRC",
  "MSCI",
  "JKHY",
  "NSC",
  "NOK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "ESLT",
  "SO",
  null,
  null,
  "ON",
  "SKM",
  null,
  "OKTA",
  "SLG",
  "CRM",
  "RBLX",
  null,
  "SANM",
  "DIA",
  "TPG",
  "TS",
  "PACB",
  null,
  "SPOT",
  null,
  "FTDR",
  "TNL",
  "MTUM",
  null,
  null,
  null,
  "UHS",
  null,
  "MELI",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PAAS",
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  null,
  "PSA",
  null,
  "SYF",
  "NRG",
  null,
  null,
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BBAI",
  "BJ",
  "BMRN",
  null,
  null,
  null,
  "BMY",
  "BLDR",
  "BR",
  "BXP",
  "CALM",
  "CAE",
  "CCJ",
  "CDNS",
  "CBOE",
  "CPRX",
  "CASY",
  "CVX",
  "LNG",
  "CIG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CNO",
  "CDE",
  "FIX",
  "CMCSA",
  "CTSH",
  "COP",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRH",
  "CRSP",
  "CRWD",
  "CYBR",
  "DHR",
  "DVA",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "ADI",
  "MCO",
  "TTEK",
  "NEE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 838
Total Value: 1191419735
Accession Number: 0001062993-25-009373
Form Type: 13F-HR
CIK: freedom-investment-management
Manager Name: Freedom-Investment-Management

Data Enrichment

69% identified

577 identified261 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

838 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 37

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:97.7K

Value:$54.6M

% of Portfolio:4.6% ($54.6M/$1.2B)

25434V831

Shares:1.4M

Value:$44.9M

% of Portfolio:3.8% ($44.9M/$1.2B)

922908744

VTV|922908744

Shares:234.6K

Value:$40.5M

% of Portfolio:3.4% ($40.5M/$1.2B)

46435G409

Shares:825.7K

Value:$25.0M

% of Portfolio:2.1% ($25.0M/$1.2B)

25434V799

Shares:888.7K

Value:$24.7M

% of Portfolio:2.1% ($24.7M/$1.2B)

78468R663

Shares:258.3K

Value:$23.7M

% of Portfolio:2.0% ($23.7M/$1.2B)

500767645

Shares:800.8K

Value:$19.8M

% of Portfolio:1.7% ($19.8M/$1.2B)

464287226

Shares:192.7K

Value:$19.1M

% of Portfolio:1.6% ($19.1M/$1.2B)

97717W570

Shares:312.1K

Value:$18.6M

% of Portfolio:1.6% ($18.6M/$1.2B)

25434V401

Shares:298.6K

Value:$18.1M

% of Portfolio:1.5% ($18.1M/$1.2B)

46432F842

IEFA|46432F842

Shares:236.9K

Value:$17.9M

% of Portfolio:1.5% ($17.9M/$1.2B)

25434V302

Shares:682.1K

Value:$17.7M

% of Portfolio:1.5% ($17.7M/$1.2B)

72201R775

Shares:185.5K

Value:$17.2M

% of Portfolio:1.4% ($17.2M/$1.2B)

025072190

Shares:269.5K

Value:$14.6M

% of Portfolio:1.2% ($14.6M/$1.2B)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:455.8K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

464287507

IJH|464287507

Shares:232.2K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

25434V740

Shares:427.4K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

316092808

Shares:68.3K

Value:$11.0M

% of Portfolio:0.9% ($11.0M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:49.4K

Value:$11.0M

% of Portfolio:0.9% ($11.0M/$1.2B)

81369Y803

XLK|81369Y803

Shares:49.2K

Value:$10.2M

% of Portfolio:0.9% ($10.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	97.7K	QoQ +749.47% (+86.2K) YoY +9.12% (+8.2K)	All Managers (Combined)	$54.6M	4.6% ($54.6M/$1.2B)	QoQ +710.81% (+$47.9M) YoY +16.70% (+$7.8M)
(cusip25434V831)✕	1.4M	QoQ +10.16% (+125.1K) YoY +31.04% (+321.3K)	All Managers (Combined)	$44.9M	3.8% ($44.9M/$1.2B)	QoQ +8.04% (+$3.3M) YoY +37.38% (+$12.2M)
(VTVcusip922908744)	234.6K	QoQ +0.88% (+2.1K) YoY +23.00% (+43.9K)	All Managers (Combined)	$40.5M	3.4% ($40.5M/$1.2B)	QoQ +2.93% (+$1.2M) YoY +30.47% (+$9.5M)
(cusip46435G409)✕	825.7K	QoQ -1.25% (-10.5K) YoY +3.16% (+25.3K)	All Managers (Combined)	$25.0M	2.1% ($25.0M/$1.2B)	QoQ +10.40% (-$2.4M) YoY +10.76% (+$2.4M)
(cusip25434V799)✕	888.7K	QoQ -1.04% (-9.4K) YoY +4.52% (+38.5K)	All Managers (Combined)	$24.7M	2.1% ($24.7M/$1.2B)	QoQ +6.32% (-$1.5M) YoY +8.51% (+$1.9M)
(cusip78468R663)✕	258.3K	QoQ +1607.50% (+243.2K) YoY -50.83% (-267.1K)	All Managers (Combined)	$23.7M	2.0% ($23.7M/$1.2B)	QoQ +1613.08% (+$22.3M) YoY -50.87% (-$24.5M)
(cusip500767645)✕	800.8K	QoQ -0.22% (-1.8K) YoY -4.52% (-37.9K)	All Managers (Combined)	$19.8M	1.7% ($19.8M/$1.2B)	QoQ -2.12% (-$430.2K) YoY -1.98% (-$402.4K)
(cusip464287226)✕	192.7K	QoQ +548.13% (+162.9K) YoY +29.32% (+43.7K)	All Managers (Combined)	$19.1M	1.6% ($19.1M/$1.2B)	QoQ +561.64% (+$16.2M) YoY +30.61% (+$4.5M)
(cusip97717W570)✕	312.1K	QoQ +0.18% (-563) YoY -7.51% (-25.4K)	All Managers (Combined)	$18.6M	1.6% ($18.6M/$1.2B)	QoQ -4.48% (-$873.0K) YoY -9.67% (-$2.0M)
(cusip25434V401)✕	298.6K	QoQ -1.91% (-5.8K) YoY +159.31% (+183.4K)	All Managers (Combined)	$18.1M	1.5% ($18.1M/$1.2B)	QoQ -6.94% (-$1.3M) YoY +175.24% (+$11.5M)
(IEFAcusip46432F842)	236.9K	QoQ +1.17% (+2.8K) YoY +18.35% (+36.7K)	All Managers (Combined)	$17.9M	1.5% ($17.9M/$1.2B)	QoQ +8.90% (+$1.5M) YoY +20.63% (+$3.1M)
(cusip25434V302)✕	682.1K	QoQ -0.72% (-5.0K) YoY +3.10% (+20.6K)	All Managers (Combined)	$17.7M	1.5% ($17.7M/$1.2B)	QoQ +1.30% (-$227.7K) YoY +7.98% (+$1.3M)
(cusip72201R775)✕	185.5K	QoQ +31.10% (+44.0K) YoY -6.06% (-12.0K)	All Managers (Combined)	$17.2M	1.4% ($17.2M/$1.2B)	QoQ +34.07% (+$4.4M) YoY -5.44% (-$987.8K)
(cusip025072190)✕	269.5K	QoQ -0.15% (-423) YoY NEW(+269.5K)	All Managers (Combined)	$14.6M	1.2% ($14.6M/$1.2B)	QoQ +4.60% (-$644.3K) YoY NEW(+$14.6M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	455.8K	QoQ -7.82% (-38.7K) YoY -16.61% (-90.8K)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +9.72% (-$1.2M) YoY +17.06% (-$2.0M)
(IJHcusip464287507)	232.2K	QoQ +672.17% (+202.2K) YoY +2.07% (-4.7K)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +623.09% (+$11.7M) YoY -1.94% (-$268.1K)
(cusip25434V740)✕	427.4K	QoQ +1807.25% (+405.0K) YoY +1.51% (+6.4K)	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ +1868.37% (+$11.0M) YoY +5.77% (+$631.4K)
(cusip316092808)✕	68.3K	QoQ +7.63% (-4.8K) YoY -14.54% (-11.6K)	All Managers (Combined)	$11.0M	0.9% ($11.0M/$1.2B)	QoQ -6.11% (-$717.1K) YoY -11.56% (-$1.4M)
Apple Inc.(AAPLcusip037833100)	49.4K	QoQ +8430.39% (+48.8K) YoY -26.54% (-17.9K)	All Managers (Combined)	$11.0M	0.9% ($11.0M/$1.2B)	QoQ +7461.65% (+$10.8M) YoY -4.85% (-$559.8K)
(XLKcusip81369Y803)	49.2K	QoQ +631.36% (+42.5K) YoY -16.15% (-9.5K)	All Managers (Combined)	$10.2M	0.9% ($10.2M/$1.2B)	QoQ +549.42% (+$8.6M) YoY -16.87% (-$2.1M)