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Asset Manager ← All Institutions

Freedom Investment Management, Inc.

100 CONSTITUTION PLZ FL 7, HARTFORD, CT 06103-1703 • 860-291-1998

Q2 2025 · Filed 2025-07-30
Market Value
$1.2B
+5.2%
Holdings
778
-24
New Purchases
54
Added To
219
Closed
56
Reduced
447
Top 10 Concentration
26.0%
Turnover
14.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFUS 3.58% 1.53% +2.06% $45M
DUHP 4.54% 3.80% +0.74% $56M
QQQM 0.69% 0.00% +0.69% $9M
DFIC 2.55% 2.09% +0.47% $32M
VONG 0.90% 0.51% +0.39% $11M
IVV 0.59% 0.27% +0.32% $7M
NVDA 1.01% 0.74% +0.27% $13M
SPYG 1.02% 0.75% +0.27% $13M
AEVA 0.26% 0.07% +0.20% $3M
IEFA 1.68% 1.51% +0.17% $21M
MSFT 0.95% 0.78% +0.17% $12M
SCHG 0.53% 0.37% +0.16% $7M
VDE 0.15% 0.00% +0.15% $2M
BBBI 0.15% 0.00% +0.15% $2M
AVSC 0.81% 0.68% +0.13% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KVLE 0.13% 1.68% -1.55% $2M
IVLU 0.96% 2.12% -1.15% $12M
VTV 2.50% 3.43% -0.92% $31M
MINT 0.00% 0.57% -0.57% $0
JPST 0.10% 0.51% -0.42% $1M
GSST 0.00% 0.30% -0.30% $0
IGIB 0.17% 0.36% -0.19% $2M
BOND 1.27% 1.45% -0.18% $16M
XLK 0.72% 0.86% -0.14% $9M
BIL 1.87% 2.00% -0.13% $23M
UNH 0.06% 0.19% -0.13% $758K
VONV 0.65% 0.78% -0.12% $8M
SGOL 1.03% 1.15% -0.12% $13M
FHLC 0.13% 0.25% -0.12% $2M
XLF 0.69% 0.81% -0.11% $9M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.1%
Technology 0.8%
Communication Services 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $245M 19.7%
Large Cap 421 $668M 53.6%
Mid Cap 161 $189M 15.2%
Small Cap 81 $87M 7.0%
Micro Cap 49 $56M 4.5%

Portfolio Analytics

Avg Market Cap
$104.8B
Median Market Cap
$19.1B
Avg P/E
32.8
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
481
# ETFs / Funds
297

Top Holdings (778 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 4.70% 94,620 $58M $617.85 $4M -3,044 -3.1%
2 DUHP 4.54% 1,587,713 $56M $35.56 $12M +231,608 +17.1%
3 DFUS 3.58% 665,448 $45M $67.02 $27M +366,852 +122.9%
4 DFIC 2.55% 1,022,873 $32M $31.09 $7M +134,198 +15.1%
5 VTV 2.50% 176,275 $31M $176.74 -$9M -58,334 -24.9%
6 BIL 1.87% 253,580 $23M $91.73 -$434K -4,731 -1.8%
7 IEFA 1.68% 251,018 $21M $83.48 $3M +14,144 +6.0%
8 EZM 1.62% 325,994 $20M $61.77 $2M +13,879 +4.5%
9 AGG 1.54% 192,852 $19M $99.20 $72K +186 +0.1%
10 DFAE 1.45% 624,910 $18M $28.95 $432K -57,162 -8.4%
11 AVDS 1.30% 259,414 $16M $62.21 $2M -10,130 -3.8%
12 BOND 1.27% 171,931 $16M $92.18 -$1M -13,547 -7.3%
13 IJH 1.21% 243,609 $15M $62.02 $2M +11,363 +4.9%
14 SGOL 1.03% 406,217 $13M $31.54 -$781K -49,612 -10.9%
15 SPYG 1.02% 132,899 $13M $95.32 $4M +22,391 +20.3%
16 NVDA 1.01% 79,701 $13M $157.99 $4M -883 -1.1%
17 DFEV 0.97% 403,824 $12M $29.99 $551K -23,534 -5.5%
18 IVLU 0.96% 364,176 $12M $32.89 -$13M -461,537 -55.9%
19 MSFT 0.95% 23,810 $12M $497.40 $3M -893 -3.6%
20 VONG 0.90% 102,747 $11M $109.20 $5M +37,727 +58.0%
21 AAPL 0.88% 53,235 $11M $205.17 -$49K +3,844 +7.8%
22 FTEC 0.85% 53,359 $11M $197.22 -$489K -14,929 -21.9%
23 AVSC 0.81% 194,578 $10M $51.57 $2M +29,213 +17.7%
24 DFSV 0.81% 340,643 $10M $29.43 $2M +46,382 +15.8%
25 MRSK 0.76% 281,164 $9M $33.57 $382K -5,036 -1.8%
26 XLK 0.72% 35,255 $9M $253.23 -$1M -13,966 -28.4%
27 GOOGL 0.71% 50,331 $9M $176.23 $1M -447 -0.9%
28 XLF 0.69% 164,652 $9M $52.37 -$928K -27,094 -14.1%
29 QQQM 0.69% 37,918 $9M $227.09 +37,918 NEW
30 VONV 0.65% 95,635 $8M $85.21 -$1M -15,500 -13.9%
31 AMZN 0.65% 36,652 $8M $219.39 $846K -1,166 -3.1%
32 TLT 0.64% 90,316 $8M $88.25 $1M +17,323 +23.7%
33 VGSH 0.60% 126,846 $7M $58.78 -$60K -1,220 -0.9%
34 META 0.60% 10,048 $7M $738.05 $1M -874 -8.0%
35 IVV 0.59% 11,769 $7M $620.86 $4M +6,148 +109.4%
36 IAGG 0.58% 142,185 $7M $51.09 $508K +7,043 +5.2%
37 VMBS 0.58% 155,923 $7M $46.34 $168K +3,527 +2.3%
38 SCHE 0.57% 236,490 $7M $30.14 $559K -1,773 -0.7%
39 XLV 0.54% 49,891 $7M $134.79 $47K +4,154 +9.1%
40 SCHG 0.53% 227,419 $7M $29.21 $2M +51,146 +29.0%
41 SPIB 0.53% 194,884 $7M $33.58 $137K +2,135 +1.1%
42 BUFR 0.52% 204,464 $7M $31.80 $651K +7,397 +3.8%
43 SPYV 0.49% 116,008 $6M $52.34 -$29K -3,457 -2.9%
44 XLC 0.46% 52,201 $6M $108.53 $1M +6,020 +13.0%
45 XLY 0.44% 25,159 $5M $217.33 $660K +811 +3.3%
46 VPU 0.39% 27,638 $5M $176.51 $563 -919 -3.2%
47 QUAL 0.39% 26,497 $5M $182.82 $96K -1,290 -4.6%
48 MDYV 0.38% 59,743 $5M $79.43 $110K -420 -0.7%
49 AGGY 0.38% 107,436 $5M $43.63 -$300K -7,410 -6.5%
50 BAB 0.37% 171,698 $5M $26.53 -$348K -12,073 -6.6%
51 LQD 0.36% 40,795 $4M $109.61 -$231K -2,472 -5.7%
52 XLP 0.29% 45,031 $4M $80.97 $693K +8,870 +24.5%
53 DIHP 0.28% 119,800 $4M $29.49 $83K -8,243 -6.4%
54 JHMM 0.28% 56,994 $3M $61.13 $21K -3,438 -5.7%
55 HYG 0.28% 42,721 $3M $80.65 -$244K -4,045 -8.7%
56 TSM 0.27% 14,901 $3M $226.48 $630K -1,631 -9.9%
57 SSUS 0.27% 74,110 $3M $44.97 $137K -4,388 -5.6%
58 VNQ 0.27% 37,317 $3M $89.06 -$136K -895 -2.3%
59 AEVA 0.26% 86,546 $3M $37.79 $2M -27,539 -24.1%
60 IJR 0.26% 29,847 $3M $109.29 -$833K -9,313 -23.8%
61 NFLX 0.26% 2,390 $3M $1,338.64 $1M +60 +2.6%
62 BNDX 0.26% 64,247 $3M $49.51 $296K +5,165 +8.7%
63 VCSH 0.25% 39,856 $3M $79.50 $206K +2,326 +6.2%
64 SPOT 0.25% 4,014 $3M $767.33 $818K -99 -2.4%
65 AVGO 0.25% 11,111 $3M $275.64 $973K -1,369 -11.0%
66 DFAT 0.25% 56,550 $3M $53.96 $103K -713 -1.2%
67 DFAS 0.24% 47,770 $3M $63.71 $148K -684 -1.4%
68 LLY 0.24% 3,875 $3M $779.45 -$279K -120 -3.0%
69 JMUB 0.24% 60,442 $3M $49.64 -$214K -3,841 -6.0%
70 VEA 0.24% 51,901 $3M $57.01 $683K +7,120 +15.9%
71 CSM 0.23% 41,436 $3M $70.47 $205K -1,179 -2.8%
72 IEUR 0.23% 43,085 $3M $66.20 $793K +8,846 +25.8%
73 SSXU 0.23% 88,947 $3M $31.78 $89K -5,524 -5.8%
74 SECT 0.23% 48,478 $3M $58.07 $423K +1,624 +3.5%
75 V 0.22% 7,883 $3M $355.04 -$3K -110 -1.4%
76 IBM 0.22% 9,416 $3M $294.77 $217K -872 -8.5%
77 MA 0.22% 4,911 $3M $561.89 -$177K -446 -8.3%
78 DFIV 0.21% 61,760 $3M $42.83 $257K +1,097 +1.8%
79 ACN 0.21% 8,731 $3M $298.91 $3K +378 +4.5%
80 QCOM 0.21% 16,284 $3M $159.26 -$180K -1,772 -9.8%
81 CSCO 0.20% 36,706 $3M $69.38 $306K +394 +1.1%
82 VOO 0.20% 4,432 $3M $567.97 $416K +344 +8.4%
83 MRK 0.20% 31,755 $3M $79.16 $749K +12,095 +61.5%
84 BSV 0.20% 31,873 $3M $78.70 $244K +2,948 +10.2%
85 RVNU 0.20% 103,817 $2M $23.99 -$123K -2,316 -2.2%
86 AXP 0.20% 7,788 $2M $318.98 $209K -669 -7.9%
87 SPLG 0.19% 33,127 $2M $72.69 $163K -1,019 -3.0%
88 VUG 0.19% 5,341 $2M $438.37 $428K +180 +3.5%
89 PLTR 0.19% 17,108 $2M $136.32 $473K -4,921 -22.3%
90 ASML 0.19% 2,890 $2M $801.35 $285K -175 -5.7%
91 WMT 0.18% 23,029 $2M $97.78 $120K -1,249 -5.1%
92 JMST 0.18% 43,357 $2M $50.92 -$95K -1,930 -4.3%
93 DFUV 0.17% 51,421 $2M $42.28 $39K -391 -0.8%
94 SHM 0.17% 45,273 $2M $47.83 -$87K -2,052 -4.3%
95 JBL 0.17% 9,898 $2M $218.11 $754K -427 -4.1%
96 TSLA 0.17% 6,743 $2M $317.68 $35K -1,387 -17.1%
97 IGIB 0.17% 40,115 $2M $53.29 -$2M -41,211 -50.7%
98 PYLD 0.17% 80,457 $2M $26.54 -$162K -6,716 -7.7%
99 JPM 0.17% 7,147 $2M $289.92 $232K -352 -4.7%
100 HD 0.17% 5,637 $2M $366.63 $58K +156 +2.9%

New Positions

SymbolValue% Port
QQQM $9M 0.69%
VDE $2M 0.15%
BBBI $2M 0.15%
GNRC $1M 0.09%
BBY $1M 0.09%
FLHY $783K 0.06%
BBVA $682K 0.05%
TIMB $680K 0.05%
CUK $670K 0.05%
ITUB $644K 0.05%
KT $622K 0.05%
VIV $592K 0.05%
THRO $587K 0.05%
BBD $585K 0.05%
VIST $569K 0.05%

Sold Out Positions

SymbolValue% Port
AVB —%
ALL —%
AA —%
BMA —%
KEYS —%
SE —%
ICE —%
THO —%
NIO —%
UPS —%
PM —%
GPK —%
CHD —%
JLL —%
G —%
View SEC EDGAR Filings for Freedom Investment Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms