Freedom Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Freedom Investment Management, Inc. reported 750 stock positions worth $1.2 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.5% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 3.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 3.3%). Compared with Q3 2024, it opened 75 new positions, sold out of 83, added to 269 and reduced 406. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +1448%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH WINDSOR, CT
- CIK
- 0001566653
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001062993-25-002306 ↗ filed Feb 13, 2025
Holdings Value
Holdings 750 stocks · $1.2B
| SPY SS SPDR S&P 500 ETF Trust-US | 4.54% | 93,273 | $54.7M | Add +2.9% |
| DUHP Dimensional US High Profi Et | 3.82% | 1,359,855 | $45.9M | Reduce -5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.27% | 232,557 | $39.4M | Reduce -4.1% |
| DFIC Dimensional International Co. | 1.93% | 898,067 | $23.2M | Reduce -0.3% |
| IVLU iShares MSCI International V | 1.88% | 836,211 | $22.7M | Reduce -0.4% |
| KVLE Kraneshares Value Line Dynam | 1.68% | 802,651 | $20.3M | Reduce -6.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.65% | 217,322 | $19.9M | Reduce -33.3% |
| EZM Wisdomtree US Midcap Fund | 1.62% | 311,552 | $19.5M | Reduce -5.5% |
| DFUS Dimensional US Eq MKT ETF | 1.61% | 304,414 | $19.4M | Reduce -4.8% |
| AGG iShares Core U.S. Aggregate | 1.51% | 187,319 | $18.2M | Add +8.4% |
| DFAE Dimensional Emerging Core Eq | 1.45% | 687,078 | $17.4M | Add +0.6% |
| BOND PIMCO Active Bond Exchange-T | 1.41% | 187,923 | $17.0M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.37% | 234,121 | $16.5M | Reduce -4.8% |
| AVDS Avantis Intl SM Cap Eq ETF | 1.16% | 269,967 | $14.0M | Reduce -7.1% |
| IJH iShares Core S&P Midcap ETF | 1.15% | 223,012 | $13.9M | Reduce -2.1% |
| XLK SS Technology Select Sector | 1.05% | 54,245 | $12.6M | Reduce -5.5% |
| SGOL Abrdn Physical Gold Shares | 1.03% | 494,515 | $12.4M | Add +12.1% |
| AAPL Apple Inc. | 1.02% | 49,209 | $12.3M | Reduce -7.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.97% | 63,445 | $11.7M | Add +6.3% |
| NVDA Nvidia Corp. | 0.95% | 85,295 | $11.5M | Add +1.4% |
| DFEV Dimensional Emrg MRKT Val | 0.94% | 429,399 | $11.3M | Reduce -0.5% |
| MRSK Toews Agility Shares Managed | 0.84% | 308,090 | $10.2M | Add +9.9% |
| MSFT Microsoft Corp. | 0.83% | 23,832 | $10.0M | Reduce -6.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.83% | 113,514 | $10.0M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.80% | 157,776 | $9.7M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.79% | 50,378 | $9.5M | Add +9.0% |
| XLF SS Financial Select Sector | 0.79% | 197,205 | $9.5M | Add +16.3% |
| DFSV Dimensional US Small Cap Val | 0.75% | 293,912 | $9.0M | Reduce -6.7% |
| AVSC Avantis US Small Cap Equity | 0.75% | 165,126 | $9.0M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.66% | 36,385 | $8.0M | Reduce -7.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.61% | 34,948 | $7.4M | Add +1448.4% |
| VONG Vanguard Russell 1000 Growth | 0.60% | 69,471 | $7.2M | Add +78.6% |
| IAGG iShares Intl Aggregate Bond | 0.59% | 143,248 | $7.2M | Reduce -29.2% |
| VGSH Vanguard Short-Term Treasury | 0.59% | 121,823 | $7.1M | Add +2.3% |
| XLV SS Health Care Select Sector | 0.57% | 49,911 | $6.9M | Reduce -2.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.54% | 144,039 | $6.5M | Add +3.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.51% | 230,281 | $6.1M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.50% | 10,363 | $6.1M | Reduce -4.9% |
| XLY SS Consumer Disc Select Sect | 0.50% | 26,916 | $6.0M | Reduce -3.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.50% | 184,009 | $6.0M | Add +3.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.49% | 116,183 | $5.9M | Reduce -2.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 74,317 | $5.8M | Add +3.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 187,114 | $5.7M | Add +84.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.43% | 64,927 | $5.2M | Reduce -1.1% |
| VPU Vanguard Utilities ETF | 0.43% | 31,809 | $5.2M | Add +14.7% |
| TLT iShares 20+ Year Treasury BD | 0.42% | 58,024 | $5.1M | Reduce -29.6% |
| AGGY Wisdomtree Yield Enhanced US | 0.42% | 116,447 | $5.0M | Reduce -4.8% |
| BAB Invesco Taxable Municipal Bo | 0.41% | 186,501 | $4.9M | Reduce -4.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.40% | 44,633 | $4.8M | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 37,775 | $4.4M | Reduce -1.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 83,553 | $4.3M | Add +9.9% |
| ILCG iShares Morningstar Growth E | 0.36% | 47,934 | $4.3M | New |
| QUAL iShares MSCI USA Quality Fac | 0.36% | 24,107 | $4.3M | Add +29.9% |
| SCHG Schwab US Large-Cap Growth | 0.35% | 149,973 | $4.2M | New |
| XLC SS Comm Select Sector SPDR | 0.33% | 41,335 | $4.0M | Reduce -3.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 47,526 | $3.7M | Reduce -14.6% |
| JHMM John Hancock Multi Fact Mid | 0.31% | 62,380 | $3.7M | Reduce -6.8% |
| FHLC Fidelity MSCI Health Care | 0.31% | 56,307 | $3.7M | Reduce -13.0% |
| VNQ Vanguard Real Estate ETF | 0.29% | 38,858 | $3.5M | Reduce -3.6% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.29% | 81,726 | $3.4M | Reduce -0.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.28% | 72,091 | $3.4M | Add +0.8% |
| DIHP Dimensional International Hi | 0.28% | 132,374 | $3.3M | Reduce -3.7% |
| DFAT Dimensional US Target Value | 0.27% | 59,206 | $3.3M | Add +0.9% |
| JMUB JPMorgan Municipal ETF | 0.27% | 65,618 | $3.3M | Reduce -3.5% |
| DFAS Dimensional US Small Cap ETF | 0.27% | 50,027 | $3.3M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.26% | 4,103 | $3.2M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 16,015 | $3.2M | Add +0.3% |
| KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SERIES | 0.26% | 121,788 | $3.1M | New |
| MA Mastercard Inc. Class A | 0.25% | 5,797 | $3.1M | Reduce -3.8% |
| TSLA Tesla Inc. | 0.25% | 7,443 | $3.0M | Add +17.5% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 38,095 | $3.0M | Reduce -8.4% |
| ACN Accenture PLC Class A | 0.24% | 8,297 | $2.9M | Reduce -5.0% |
| CSM Proshares Large Cap Core Plu | 0.23% | 42,167 | $2.8M | Reduce -1.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 56,182 | $2.8M | Reduce -26.0% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.22% | 106,842 | $2.7M | Reduce -3.2% |
| SSXU Day Hagan Smart Sector Inter filed as STRATEGY SHS | 0.22% | 96,573 | $2.7M | Add +0.1% |
| AXP American Express Co. | 0.22% | 8,794 | $2.6M | Reduce -1.1% |
| V Visa Inc. Class A | 0.21% | 8,163 | $2.6M | Add +0.6% |
| QCOM Qualcomm Inc. | 0.21% | 16,773 | $2.6M | Add +3.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 46,692 | $2.4M | Add +13.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 4,588 | $2.3M | Add +8.5% |
| NFLX Netflix Inc. | 0.19% | 2,585 | $2.3M | Reduce -7.8% |
| XLI SS Industrial Select Sector | 0.19% | 17,467 | $2.3M | Reduce -30.3% |
| SWAN Amplify Blckswn Grow Trsry | 0.19% | 77,493 | $2.3M | Reduce -6.5% |
| AVGO Broadcom Inc. | 0.19% | 9,673 | $2.2M | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 10,193 | $2.2M | Reduce -7.2% |
| DFIV Dimensional International Va | 0.18% | 61,613 | $2.2M | Add +1.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 3,148 | $2.2M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.18% | 4,017 | $2.2M | Reduce -1.3% |
| JPIB JPMorgan Intl BND ETF | 0.18% | 45,656 | $2.2M | Add +2.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 4,243 | $2.1M | Reduce -3.9% |
| TPR Tapestry Inc. | 0.18% | 32,709 | $2.1M | Reduce -10.2% |
| SPOT Spotify Technology SA | 0.18% | 4,771 | $2.1M | Reduce -4.0% |
| DFUV Dimensional US Marketwide Va | 0.18% | 51,765 | $2.1M | Reduce -1.9% |
| MSCI MSCI Inc. | 0.18% | 3,524 | $2.1M | Reduce -2.4% |
| VONV Vanguard Russell 1000 Value | 0.18% | 25,986 | $2.1M | Reduce -0.4% |
| WMT Walmart Inc. | 0.18% | 23,317 | $2.1M | Reduce -0.9% |
| SYK Stryker Corp. | 0.17% | 5,839 | $2.1M | Reduce -3.0% |
| HD Home Depot Inc. | 0.17% | 5,364 | $2.1M | Add +2.4% |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 16,017 | $2.1M | Reduce -1.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -33.3% | 1.65% | −0.73 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.42 |
| PROSHARES SHORT S&P500 | Sold out | 0.00% | −0.32 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.30 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.29 |
| JPST JPMorgan Ultra-Short Income | Reduce -74.4% | 0.10% | −0.29 |
| IAGG iShares Intl Aggregate Bond | Reduce -29.2% | 0.59% | −0.24 |
| TLT iShares 20+ Year Treasury BD | Reduce -29.6% | 0.42% | −0.22 |
| KBWP Invesco KBW Property & Casua | Sold out | 0.00% | −0.22 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.20 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.19 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.8% | 1.37% | −0.16 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.15 |
| LQDH iShares Int Hedg Corp. BD ETF | Sold out | 0.00% | −0.15 |
| AVDS Avantis Intl SM Cap Eq ETF | Reduce -7.1% | 1.16% | −0.14 |
| KVLE Kraneshares Value Line Dynam | Reduce -6.0% | 1.68% | −0.12 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 3.27% | −0.10 |
| DUHP Dimensional US High Profi Et | Reduce -5.8% | 3.82% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -46.4% | 0.13% | −0.10 |
| DFIC Dimensional International Co. | Reduce -0.3% | 1.93% | −0.09 |
| IVLU iShares MSCI International V | Reduce -0.4% | 1.88% | −0.09 |
| STLD Steel Dynamics Inc. | Reduce -56.5% | 0.06% | −0.09 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.08 |
| XLI SS Industrial Select Sector | Reduce -30.3% | 0.19% | −0.08 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -26.0% | 0.23% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -43.0% | 0.09% | −0.07 |
| BOND PIMCO Active Bond Exchange-T | Reduce -4.5% | 1.41% | −0.07 |
| FHLC Fidelity MSCI Health Care | Reduce -13.0% | 0.31% | −0.07 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.06 |
| VAW Vanguard Materials ETF | Reduce -48.4% | 0.06% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -50.3% | 0.04% | −0.06 |
| CE Celanese Corp. | Sold out | 0.00% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 0.57% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| VNO Vornado Realty Trust | Reduce -75.7% | 0.02% | −0.05 |
| CMI Cummins Inc. | Reduce -59.6% | 0.04% | −0.05 |
| BVN Cia DE Minas Buenaventur-ADR | Sold out | 0.00% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.8% | 0.12% | −0.05 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.05 |
| CRH CRH PLC | Reduce -74.5% | 0.02% | −0.05 |
| ING ING Groep N.V.-Sponsored ADR | Sold out | 0.00% | −0.05 |
| HMY Harmony Gold MNG-Spon ADR | Sold out | 0.00% | −0.05 |
| BLDR Builders Firstsource Inc. | Reduce -24.9% | 0.06% | −0.05 |
| INTR Inter & Co. Inc. Class A | Sold out | 0.00% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -14.6% | 0.31% | −0.05 |
| TT Trane Technologies PLC | Reduce -70.0% | 0.02% | −0.04 |
| EGO Eldorado Gold Corp. | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Reduce -13.5% | 0.09% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| QQQM Invesco Nasdaq 100 ETF | Add +1448.4% | 0.61% | +0.58 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.9% | 4.54% | +0.40 |
| ILCG iShares Morningstar Growth E | New | 0.36% | +0.36 |
| SCHG Schwab US Large-Cap Growth | New | 0.35% | +0.35 |
| VONG Vanguard Russell 1000 Growth | Add +78.6% | 0.60% | +0.30 |
| KHPI Kensington Hedged PRM in ETF | New | 0.26% | +0.26 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +84.9% | 0.47% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +9.0% | 0.79% | +0.18 |
| XLF SS Financial Select Sector | Add +16.3% | 0.79% | +0.18 |
| SCHO Schwab Short-Term US Treas | New | 0.15% | +0.15 |
| SGOL Abrdn Physical Gold Shares | Add +12.1% | 1.03% | +0.15 |
| FTEC Fidelity MSCI Info Tech Indx | Add +6.3% | 0.97% | +0.15 |
| SONY Sony Group Corp. - SP ADR | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +1.4% | 0.95% | +0.14 |
| MRSK Toews Agility Shares Managed | Add +9.9% | 0.84% | +0.12 |
| TSLA Tesla Inc. | Add +17.5% | 0.25% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +8.4% | 1.51% | +0.11 |
| COR Cencora Inc. | New | 0.10% | +0.10 |
| OEF iShares S&P 100 ETF | Add +347.9% | 0.12% | +0.10 |
| JBL Jabil Inc. | Add +139.4% | 0.15% | +0.10 |
| SPMO Invesco S&P 500 Momentum ETF | Add +165.5% | 0.14% | +0.09 |
| SMCI Super Micro Computer Inc. | New | 0.09% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | Add +29.9% | 0.36% | +0.09 |
| SCHR Schwab Intermediate-Term US | New | 0.09% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.3% | 0.83% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +9.3% | 0.15% | +0.09 |
| TEL Te Connectivity PLC | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +5.8% | 0.19% | +0.06 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| GDS GDS Holdings Ltd. - ADR | New | 0.06% | +0.06 |
| LNG Cheniere Energy Inc. | New | 0.06% | +0.06 |
| ERX Direxion Daily Enrgy BL2X-Ui | New | 0.05% | +0.05 |
| FUTY Fidelity MSCI US Utilities | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| JD Jd.com Inc.-ADR | New | 0.05% | +0.05 |
| NMR Nomura Holdings Inc.-Spon ADR | New | 0.05% | +0.05 |
| UYG Proshares Ultra Financials | New | 0.05% | +0.05 |
| TS Tenaris SA-ADR | New | 0.05% | +0.05 |
| JHG Janus Henderson Group PLC | Add +135.3% | 0.08% | +0.05 |
| MRX Marex UK Holdings Ltd. | New | 0.05% | +0.05 |
| G Genpact Ltd. | New | 0.05% | +0.05 |
| SE Sea Ltd.-ADR | New | 0.05% | +0.05 |
| CLS Celestica Inc. | New | 0.05% | +0.05 |
| TEO Telecom Argentina SA-SP ADR | New | 0.05% | +0.05 |
| VPU Vanguard Utilities ETF | Add +14.7% | 0.43% | +0.05 |
| CUK Carnival PLC-ADR | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +38.6% | 0.12% | +0.04 |
| CRDO Credo Technology Group Holdi | New | 0.04% | +0.04 |
| BSCP Invesco Bulletshares 2025 CB | Add +76.1% | 0.10% | +0.04 |
| BSCQ Invesco Bulletshares 2026 CB | Add +92.0% | 0.09% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $359.2M | DUHP, DFUS, DFIC, VTV, EZM |
| Q1 2026 | 106 | $337.0M | DUHP, DFUS, DFIC, VTV, EZM |
| Q4 2025 | 117 | $343.9M | DUHP, DFUS, DFIC, VTV, EZM |
| Q3 2025 | 140 | $378.3M | DUHP, DFUS, DFIC, VTV, EZM |
| Q2 2025 | 734 | $1.3B | SPY, DUHP, DFUS, DFIC, VTV |
| Q1 2025 | 736 | $1.2B | SPY, DUHP, VTV, IVLU, DFIC |
| Q4 2024 | 750 | $1.2B | SPY, DUHP, VTV, DFIC, IVLU |
| Q3 2024 | 758 | $1.3B | SPY, DUHP, VTV, BIL, DFIC |
| Q2 2024 | 772 | $1.2B | SPY, BIL, DUHP, VTV, FJAN |
| Q1 2024 | 786 | $1.2B | BIL, SPY, DUHP, VTV, FJAN |