FREEDOM WEALTH ALLIANCE, LLC current holdings: USA Stocks
FREEDOM WEALTH ALLIANCE, LLC reported $0.01 billion in share positions in stocks (listed in the US), 19 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, MSFT, BX.
- AAPL: Country of operation United States; Class COM; Shares 15,154; Value $2,594,528.
- MSFT: Country of operation United States; Class COM; Shares 2,475; Value $781,407.
- BX: Country of operation United States; Class COM; Shares 5,302; Value $568,080.
- WEC: Country of operation United States; Class COM; Shares 5,993; Value $482,730.
Form 13F-HR as filed (SEC CIK 1941346): quarter ended 2023-09-30, filed 2023-10-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 15,154 | $2,594,528 | 33.61% | 2023-09-30 | 2023-10-30 | |
| MSFT MICROSOFT CORP | United States | COM | 2,475 | $781,407 | 10.12% | 2023-09-30 | 2023-10-30 | +61.19% |
| BX BLACKSTONE INC | United States | COM | 5,302 | $568,080 | 7.36% | 2023-09-30 | 2023-10-30 | +6.40% |
| WEC WEC ENERGY GROUP INC | United States | COM | 5,993 | $482,730 | 6.25% | 2023-09-30 | 2023-10-30 | +27.35% |
| ABBV ABBVIE INC | United States | COM | 3,043 | $453,538 | 5.88% | 2023-09-30 | 2023-10-30 | +76.63% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 7,487 | $357,130 | 4.63% | 2023-09-30 | 2023-10-30 | -2.31% |
| AMZN AMAZON COM INC | United States | COM | 2,729 | $346,910 | 4.49% | 2023-09-30 | 2023-10-30 | +94.04% |
| DE DEERE & CO | United States | COM | 843 | $317,982 | 4.12% | 2023-09-30 | 2023-10-30 | +80.32% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 895 | $313,519 | 4.06% | 2023-09-30 | 2023-10-30 | ||
| ABR ARBOR REALTY TRUST INC | United States | COM | 15,731 | $238,794 | 3.09% | 2023-09-30 | 2023-10-30 | -73.85% |
| NVDA NVIDIA CORPORATION | United States | COM | 548 | $238,314 | 3.09% | 2023-09-30 | 2023-10-30 | +422.32% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 1,692 | $223,090 | 2.89% | 2023-09-30 | 2023-10-30 | +155.84% |
| V VISA INC | United States | COM CL A | 964 | $221,730 | 2.87% | 2023-09-30 | 2023-10-30 | +59.07% |
| INTC INTEL CORP | United States | COM | 6,097 | $216,748 | 2.81% | 2023-09-30 | 2023-10-30 | +226.10% |
| SOFI SOFI TECHNOLOGIES INC | United States | COM | 22,167 | $177,114 | 2.29% | 2023-09-30 | 2023-10-30 | +99.12% |
| LFMD LIFEMD INC | United States | COM | 10,846 | $67,788 | 0.88% | 2023-09-30 | 2023-10-30 | — split 2025-08-06, ratio not on file |
| LAB STANDARD BIOTOOLS INC | United States | COM | 20,394 | $59,143 | 0.77% | 2023-09-30 | 2023-10-30 | -75.52% |
| REKR REKOR SYSTEMS INC | United States | COM | 11,245 | $31,711 | 0.41% | 2023-09-30 | 2023-10-30 | -86.45% |
| REAL THE REALREAL INC | United States | COM | 13,961 | $29,458 | 0.38% | 2023-09-30 | 2023-10-30 | +316.59% |
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