Byrne Financial Freedom, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 29, 2025), Byrne Financial Freedom, LLC reported 99 stock positions worth $224.7 million. Its top holding was Amazon.com (AMZN) at 8.7% of the portfolio, followed by PIMCO 25+ YR Zero CPN US Tif (ZROZ, 4.8%) and Alphabet Class C (GOOG, 4.8%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, MA
- CIK
- 0002063947
- Portfolio Value
- $224.7M (Q4 2024)
- SEC Filing
- 0001951757-25-000469 ↗ filed Apr 29, 2025
Holdings Value
Holdings 99 stocks · $224.7M
| AMZN Amazon.com Inc. | 8.68% | 88,927 | $19.5M | — |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 4.83% | 158,314 | $10.9M | — |
| GOOG Alphabet Inc. Class C | 4.83% | 56,985 | $10.9M | — |
| ARKK ARK Innovation ETF | 4.15% | 164,419 | $9.3M | — |
| AAPL Apple Inc. | 4.07% | 36,548 | $9.2M | — |
| PLTR Palantir Technologies Inc. Class A | 3.75% | 111,321 | $8.4M | — |
| MSFT Microsoft Corp. | 3.55% | 18,911 | $8.0M | — |
| FLQS Franklin U.S. Small Cap Mult | 3.32% | 179,191 | $7.5M | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 3.23% | 644,434 | $7.3M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.21% | 275,100 | $7.2M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.07% | 31,342 | $6.9M | — |
| FLQM Franklin U.S. Mid Cap Multif | 2.95% | 121,895 | $6.6M | — |
| MOAT Vaneck Morningstar Wide Moat | 2.51% | 60,928 | $5.6M | — |
| IUS Invesco Rafi Strategic US Et | 2.43% | 110,001 | $5.5M | — |
| WMT Walmart Inc. | 2.41% | 59,970 | $5.4M | — |
| ARKF ARK Blockchain & Fintech Inn | 2.38% | 144,505 | $5.4M | — |
| RWJ Invesco S&P Smallcap 600 | 2.27% | 111,714 | $5.1M | — |
| PTH Invesco Dorsey Wright Health | 2.15% | 120,585 | $4.8M | — |
| COST Costco Wholesale Corp. | 1.89% | 4,624 | $4.2M | — |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 1.69% | 63,530 | $3.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.67% | 7,337 | $3.8M | — |
| DXJ Wisdomtree Japan Hedged Eq | 1.59% | 32,451 | $3.6M | — |
| VFLO Victoryshares Free Cash Flow | 1.57% | 103,226 | $3.5M | — |
| QQQM Invesco Nasdaq 100 ETF | 1.56% | 16,683 | $3.5M | — |
| WCLD Wisdomtree Cloud Computing | 1.55% | 92,880 | $3.5M | — |
| PINK Simplify Health Care ETF | 1.36% | 102,940 | $3.1M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.23% | 81,090 | $2.8M | — |
| RDIV Invesco S&P Ultra Dividend | 1.21% | 56,433 | $2.7M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.12% | 28,638 | $2.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 4,033 | $2.4M | — |
| UNH Unitedhealth Group Inc. | 1.04% | 4,622 | $2.3M | — |
| PULS Pgim Ultra Short Bond ETF | 1.00% | 45,577 | $2.3M | — |
| XLY SS Consumer Disc Select Sect | 0.83% | 8,350 | $1.9M | — |
| NVDA Nvidia Corp. | 0.78% | 13,094 | $1.8M | — |
| XLK SS Technology Select Sector | 0.70% | 6,724 | $1.6M | — |
| PAVE Global X US Infrastructure | 0.68% | 38,023 | $1.5M | — |
| XLV SS Health Care Select Sector | 0.65% | 10,621 | $1.5M | — |
| INTU Intuit Inc. | 0.56% | 2,019 | $1.3M | — |
| XLP SS Consumer Staples Sel Sect | 0.52% | 14,951 | $1.2M | — |
| APH Amphenol Corp. Class A | 0.51% | 16,400 | $1.1M | — |
| HD Home Depot Inc. | 0.51% | 2,924 | $1.1M | — |
| PYPL PayPal Holdings Inc. | 0.50% | 13,206 | $1.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 2,086 | $1.1M | — |
| XAR SS SPDR S&P Aerospace Def | 0.46% | 6,218 | $1.0M | — |
| XLF SS Financial Select Sector | 0.45% | 20,886 | $1.0M | — |
| JPM JPMorgan Chase & Co. | 0.44% | 4,161 | $997K | — |
| FTNT Fortinet Inc. | 0.39% | 9,171 | $866K | — |
| JPST JPMorgan Ultra-Short Income | 0.35% | 15,753 | $793K | — |
| QCOM Qualcomm Inc. | 0.34% | 4,955 | $761K | — |
| PANW Palo Alto Networks Inc. | 0.30% | 3,688 | $671K | — |
| ORCL Oracle Corp. | 0.29% | 3,948 | $658K | — |
| ADBE Adobe Inc. | 0.28% | 1,402 | $623K | — |
| EPI Wisdomtree India Earnings | 0.26% | 12,925 | $585K | — |
| TSLA Tesla Inc. | 0.23% | 1,301 | $525K | — |
| META Meta Platforms Inc. Class A | 0.23% | 875 | $512K | — |
| JNJ Johnson & Johnson | 0.22% | 3,434 | $497K | — |
| LOW Lowe's Cos Inc. | 0.20% | 1,833 | $452K | — |
| U Unity Software Inc. | 0.19% | 19,467 | $437K | — |
| IGV iShares Expanded Tech-Softwa | 0.19% | 4,169 | $417K | — |
| XBI SS SPDR S&P Biotech ETF | 0.18% | 4,567 | $411K | — |
| DELL Dell Technologies -C | 0.18% | 3,557 | $410K | — |
| FLHY Franklin High Yield Corporat | 0.18% | 16,999 | $406K | — |
| XOM Exxon Mobil Corp. | 0.17% | 3,542 | $381K | — |
| AVGO Broadcom Inc. | 0.17% | 1,609 | $373K | — |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,949 | $369K | — |
| CSCO Cisco Systems Inc. | 0.16% | 6,134 | $363K | — |
| WFC Wells Fargo & Co. | 0.16% | 5,162 | $363K | — |
| XHB SS SPDR S&P Homebldrs ETF | 0.16% | 3,461 | $362K | — |
| LLY Eli Lilly & Co. | 0.16% | 453 | $350K | — |
| LMT Lockheed Martin Corp. | 0.15% | 712 | $346K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,742 | $344K | — |
| BA The Boeing Co. | 0.15% | 1,935 | $342K | — |
| ABBV Abbvie Inc. | 0.15% | 1,900 | $338K | — |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,672 | $327K | — |
| IHI iShares U.S. Medical Devices | 0.14% | 5,448 | $318K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 7,182 | $316K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 5,038 | $314K | — |
| MUNI PIMCO Intermediate Municipal | 0.14% | 5,950 | $308K | — |
| XLI SS Industrial Select Sector | 0.13% | 2,219 | $292K | — |
| CRM Salesforce Inc. | 0.13% | 856 | $286K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 5,300 | $271K | — |
| PEP Pepsico Inc. | 0.12% | 1,708 | $260K | — |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,235 | $258K | — |
| DKNG Draftkings Inc. Class A | 0.11% | 6,899 | $257K | — |
| RTX RTX Corp. | 0.11% | 2,213 | $256K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 2,056 | $248K | — |
| BMRN Biomarin Pharmaceutical Inc. | 0.11% | 3,691 | $243K | — |
| SO The Southern Co. | 0.11% | 2,901 | $239K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 2,119 | $236K | — |
| AXON Axon Enterprise Inc. | 0.10% | 385 | $229K | — |
| TMUS T-Mobile US Inc. | 0.10% | 1,037 | $229K | — |
| RECS Columbia Resear Enh Cor ETF | 0.10% | 6,214 | $215K | — |
| PGR Progressive Corp. | 0.10% | 894 | $214K | — |
| NMT Nuveen Ma QLTY Muni Inc. | 0.09% | 18,347 | $211K | — |
| DE Deere & Co. | 0.09% | 492 | $208K | — |
| ADP Automatic Data Processing | 0.09% | 706 | $207K | — |
| ABR Arbor Realty Trust Inc. | 0.09% | 14,101 | $195K | — |
| PFD Flaherty & Crumrin Pre&inc F | 0.05% | 10,600 | $119K | — |
| PFO Flaherty & Crumrine P&I Opp | 0.04% | 10,200 | $92K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 119 | $256.1M | MU, GOOG, AMZN, ARKK, RECS |
| Q1 2026 | 103 | $209.0M | AMZN, GOOG, ARKK, MSFT, PLTR |
| Q4 2025 | 99 | $217.9M | AMZN, GOOG, MSFT, PLTR, ARKK |
| Q3 2025 | 98 | $200.9M | AMZN, GOOG, MSFT, ARKK, PLTR |
| Q2 2025 | 100 | $200.0M | AMZN, ARKK, GOOG, MSFT, PLTR |
| Q1 2025 | 97 | $176.0M | AMZN, GOOG, AAPL, ARKK, XNEAX |
| Q4 2024 | 99 | $224.7M | AMZN, ZROZ, GOOG, ARKK, AAPL |