Freedom Investment Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Freedom Investment Management, Inc. reported 736 stock positions worth $1.2 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.6% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 3.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 3.4%). Compared with Q4 2024, it opened 70 new positions, sold out of 84, added to 279 and reduced 387. The biggest buy was Vanguard Russell 1000 Value (VONV, shares +328%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH WINDSOR, CT
- CIK
- 0001566653
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001062993-25-009373 ↗ filed May 14, 2025
Holdings Value
Holdings 736 stocks · $1.2B
| SPY SS SPDR S&P 500 ETF Trust-US | 4.59% | 97,664 | $54.6M | Add +4.7% |
| DUHP Dimensional US High Profi Et | 3.77% | 1,356,105 | $44.9M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.40% | 234,609 | $40.5M | Add +0.9% |
| IVLU iShares MSCI International V | 2.10% | 825,713 | $25.0M | Reduce -1.3% |
| DFIC Dimensional International Co. | 2.07% | 888,675 | $24.7M | Reduce -1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.99% | 258,311 | $23.7M | Add +18.9% |
| KVLE Kraneshares Value Line Dynam | 1.67% | 800,838 | $19.8M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 1.60% | 192,666 | $19.1M | Add +2.9% |
| EZM Wisdomtree US Midcap Fund | 1.56% | 312,115 | $18.6M | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 1.52% | 298,596 | $18.1M | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.50% | 236,874 | $17.9M | Add +1.2% |
| DFAE Dimensional Emerging Core Eq | 1.48% | 682,072 | $17.7M | Reduce -0.7% |
| BOND PIMCO Active Bond Exchange-T | 1.44% | 185,478 | $17.2M | Reduce -1.3% |
| AVDS Avantis Intl SM Cap Eq ETF | 1.23% | 269,544 | $14.6M | Reduce -0.2% |
| SGOL Abrdn Physical Gold Shares | 1.14% | 455,829 | $13.6M | Reduce -7.8% |
| IJH iShares Core S&P Midcap ETF | 1.14% | 232,246 | $13.6M | Add +4.1% |
| DFEV Dimensional Emrg MRKT Val | 0.97% | 427,358 | $11.6M | Reduce -0.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.92% | 68,288 | $11.0M | Add +7.6% |
| AAPL Apple Inc. | 0.92% | 49,391 | $11.0M | Add +0.4% |
| XLK SS Technology Select Sector | 0.85% | 49,221 | $10.2M | Reduce -9.3% |
| XLF SS Financial Select Sector | 0.80% | 191,746 | $9.6M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.78% | 24,703 | $9.3M | Add +3.6% |
| VONV Vanguard Russell 1000 Value | 0.77% | 111,135 | $9.2M | Add +327.7% |
| MRSK Toews Agility Shares Managed | 0.76% | 286,200 | $9.1M | Reduce -7.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.75% | 110,508 | $8.9M | Reduce -2.6% |
| NVDA Nvidia Corp. | 0.73% | 80,584 | $8.7M | Reduce -5.5% |
| DFSV Dimensional US Small Cap Val | 0.70% | 294,261 | $8.3M | Add +0.1% |
| AVSC Avantis US Small Cap Equity | 0.67% | 165,365 | $8.0M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.66% | 50,778 | $7.9M | Add +0.8% |
| VGSH Vanguard Short-Term Treasury | 0.63% | 128,066 | $7.5M | Add +5.1% |
| AMZN Amazon.com Inc. | 0.60% | 37,818 | $7.2M | Add +3.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.59% | 152,396 | $7.1M | Add +5.8% |
| MINT PIMCO Enhanced Short Maturit | 0.57% | 67,578 | $6.8M | New |
| IAGG iShares Intl Aggregate Bond | 0.57% | 135,142 | $6.8M | Reduce -5.7% |
| XLV SS Health Care Select Sector | 0.56% | 45,737 | $6.7M | Reduce -8.4% |
| TLT iShares 20+ Year Treasury BD | 0.56% | 72,993 | $6.6M | Add +25.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.55% | 238,263 | $6.6M | Add +3.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.54% | 192,749 | $6.4M | Add +4.8% |
| META Meta Platforms Inc. Class A | 0.53% | 10,922 | $6.3M | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.51% | 119,465 | $6.1M | Add +2.8% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 120,225 | $6.1M | Add +379.4% |
| VONG Vanguard Russell 1000 Growth | 0.51% | 65,020 | $6.0M | Reduce -6.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.49% | 197,067 | $5.9M | Add +5.3% |
| AGGY Wisdomtree Yield Enhanced US | 0.42% | 114,846 | $5.0M | Reduce -1.4% |
| BAB Invesco Taxable Municipal Bo | 0.41% | 183,771 | $4.9M | Reduce -1.5% |
| VPU Vanguard Utilities ETF | 0.41% | 28,557 | $4.9M | Reduce -10.2% |
| XLY SS Consumer Disc Select Sect | 0.40% | 24,348 | $4.8M | Reduce -9.5% |
| QUAL iShares MSCI USA Quality Fac | 0.40% | 27,787 | $4.7M | Add +15.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.39% | 43,267 | $4.7M | Reduce -3.1% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.39% | 60,163 | $4.6M | Reduce -7.3% |
| XLC SS Comm Select Sector SPDR | 0.37% | 46,181 | $4.5M | Add +11.7% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 176,273 | $4.4M | Add +17.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 81,326 | $4.3M | Reduce -2.7% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 39,160 | $4.1M | Add +3.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 46,766 | $3.7M | Reduce -1.6% |
| GSST Goldman Sachs Ultra Short Bo | 0.30% | 71,374 | $3.6M | New |
| JHMM John Hancock Multi Fact Mid | 0.29% | 60,432 | $3.5M | Reduce -3.1% |
| VNQ Vanguard Real Estate ETF | 0.29% | 38,212 | $3.5M | Reduce -1.7% |
| DIHP Dimensional International Hi | 0.29% | 128,043 | $3.4M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.28% | 3,995 | $3.3M | Reduce -2.6% |
| JMUB JPMorgan Municipal ETF | 0.27% | 64,283 | $3.2M | Reduce -2.0% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.27% | 78,498 | $3.2M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.27% | 5,621 | $3.2M | Add +111.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 37,530 | $3.0M | Reduce -49.5% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 36,161 | $3.0M | Reduce -5.1% |
| DFAT Dimensional US Target Value | 0.25% | 57,263 | $2.9M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.25% | 5,357 | $2.9M | Reduce -7.6% |
| FHLC Fidelity MSCI Health Care | 0.24% | 42,477 | $2.9M | Reduce -24.6% |
| DFAS Dimensional US Small Cap ETF | 0.24% | 48,454 | $2.9M | Reduce -3.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 59,082 | $2.9M | Add +5.2% |
| KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SERIES | 0.24% | 117,669 | $2.8M | Reduce -3.4% |
| V Visa Inc. Class A | 0.24% | 7,993 | $2.8M | Reduce -2.1% |
| QCOM Qualcomm Inc. | 0.23% | 18,056 | $2.8M | Add +7.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 16,532 | $2.7M | Add +3.2% |
| SSXU Day Hagan Smart Sector Inter filed as STRATEGY SHS | 0.23% | 94,471 | $2.7M | Reduce -2.2% |
| CSM Proshares Large Cap Core Plu | 0.23% | 42,615 | $2.7M | Add +1.1% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.22% | 106,133 | $2.6M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.22% | 8,353 | $2.6M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 10,288 | $2.6M | Add +0.9% |
| SECT Main Sector Rotation ETF | 0.20% | 46,854 | $2.4M | Add +819.6% |
| DFIV Dimensional International Va | 0.20% | 60,663 | $2.4M | Reduce -1.5% |
| XLI SS Industrial Select Sector | 0.20% | 18,094 | $2.4M | Add +3.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 45,287 | $2.3M | Reduce -3.0% |
| PYLD PIMCO Multisector Bond Actv | 0.19% | 87,173 | $2.3M | Add +67.5% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 44,781 | $2.3M | Add +46.2% |
| AXP American Express Co. | 0.19% | 8,457 | $2.3M | Reduce -3.8% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 28,925 | $2.3M | Add +11.2% |
| SPOT Spotify Technology SA | 0.19% | 4,113 | $2.3M | Reduce -13.8% |
| UNH Unitedhealth Group Inc. | 0.19% | 4,303 | $2.3M | Add +1.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.19% | 47,325 | $2.3M | Reduce -34.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 34,146 | $2.2M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 4,629 | $2.2M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.19% | 36,312 | $2.2M | Add +5.4% |
| FFEB FT Vest US Equity Buffer ETF | 0.18% | 44,681 | $2.2M | New |
| NFLX Netflix Inc. | 0.18% | 2,330 | $2.2M | Reduce -9.9% |
| DFUV Dimensional US Marketwide Va | 0.18% | 51,812 | $2.1M | Add +0.1% |
| WMT Walmart Inc. | 0.18% | 24,278 | $2.1M | Add +4.1% |
| GILD Gilead Sciences Inc. | 0.18% | 18,905 | $2.1M | Add +71.7% |
| TSLA Tesla Inc. | 0.18% | 8,130 | $2.1M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 0.18% | 4,088 | $2.1M | Add +1.8% |
Portfolio Sells Q4 2024 → Q1 2025
| DGRO iShares Core Dividend Growth | Reduce -97.1% | 0.02% | −0.78 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.61 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -49.5% | 0.25% | −0.23 |
| NVDA Nvidia Corp. | Reduce -5.5% | 0.73% | −0.22 |
| XLK SS Technology Select Sector | Reduce -9.3% | 0.85% | −0.20 |
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −0.12 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.12 |
| XLY SS Consumer Disc Select Sect | Reduce -9.5% | 0.40% | −0.10 |
| MMM 3M Co. | Sold out | 0.00% | −0.10 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.9% | 1.52% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -34.4% | 0.19% | −0.09 |
| VONG Vanguard Russell 1000 Growth | Reduce -6.4% | 0.51% | −0.09 |
| MRSK Toews Agility Shares Managed | Reduce -7.1% | 0.76% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.6% | 0.75% | −0.08 |
| PHM Pultegroup Inc. | Reduce -55.0% | 0.06% | −0.08 |
| TPR Tapestry Inc. | Reduce -49.1% | 0.10% | −0.08 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -49.3% | 0.08% | −0.08 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -31.6% | 0.12% | −0.07 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.07 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.07 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.07 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.07 |
| FHLC Fidelity MSCI Health Care | Reduce -24.6% | 0.24% | −0.06 |
| TTEK Tetra Tech Inc. | Reduce -55.6% | 0.03% | −0.06 |
| GDS GDS Holdings Ltd. - ADR | Sold out | 0.00% | −0.06 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.06 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.06 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.05 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.05 |
| BG Bunge Global SA | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Reduce -35.9% | 0.07% | −0.05 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.05 |
| JHG Janus Henderson Group PLC | Reduce -59.1% | 0.03% | −0.05 |
| MRX Marex UK Holdings Ltd. | Sold out | 0.00% | −0.05 |
| XLE SS Energy Select Sector | Reduce -37.6% | 0.11% | −0.05 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.05 |
| TEO Telecom Argentina SA-SP ADR | Sold out | 0.00% | −0.05 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.05 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.05 |
| CUK Carnival PLC-ADR | Sold out | 0.00% | −0.05 |
| DUHP Dimensional US High Profi Et | Reduce -0.3% | 3.77% | −0.05 |
| MSTR Strategy Inc. | Reduce -48.7% | 0.05% | −0.05 |
| BRFS BRF SA-ADR | Sold out | 0.00% | −0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -7.3% | 0.39% | −0.04 |
| CWK Cushman & Wakefield UK Holdc | Sold out | 0.00% | −0.04 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -18.9% | 0.12% | −0.04 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| VONV Vanguard Russell 1000 Value | Add +327.7% | 0.77% | +0.59 |
| MINT PIMCO Enhanced Short Maturit | New | 0.57% | +0.57 |
| JPST JPMorgan Ultra-Short Income | Add +379.4% | 0.51% | +0.41 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +18.9% | 1.99% | +0.34 |
| GSST Goldman Sachs Ultra Short Bo | New | 0.30% | +0.30 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.19% | +0.19 |
| FFEB FT Vest US Equity Buffer ETF | New | 0.18% | +0.18 |
| SECT Main Sector Rotation ETF | Add +819.6% | 0.20% | +0.18 |
| TLT iShares 20+ Year Treasury BD | Add +25.8% | 0.56% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 1.50% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +111.2% | 0.27% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 3.40% | +0.13 |
| RSP Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| FOXA Fox Corp. Class A | New | 0.11% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +401.7% | 0.12% | +0.09 |
| GILD Gilead Sciences Inc. | Add +71.7% | 0.18% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +2.9% | 1.60% | +0.09 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.09% | +0.09 |
| OMC Omnicom Group | Add +280.6% | 0.12% | +0.09 |
| PYLD PIMCO Multisector Bond Actv | Add +67.5% | 0.19% | +0.08 |
| SFM Sprouts Farmers Market Inc. | New | 0.08% | +0.08 |
| XAR SS SPDR S&P Aerospace Def | New | 0.08% | +0.08 |
| EOG EOG Resources Inc. | Add +163.4% | 0.11% | +0.07 |
| HOLX Hologic Inc. | Add +370.8% | 0.10% | +0.07 |
| ABNB Airbnb Inc. Class A | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +46.2% | 0.19% | +0.07 |
| HMY Harmony Gold MNG-Spon ADR | New | 0.06% | +0.06 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| HBAN Huntington Bancshares Inc. | New | 0.06% | +0.06 |
| IGV iShares Expanded Tech-Softwa | Add +193.3% | 0.09% | +0.06 |
| IEUR iShares Core MSCI Europe ETF | Add +30.2% | 0.17% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| DB Deutsche Bank AG-Registered | New | 0.05% | +0.05 |
| MELI MercadoLibre Inc. | Add +86.3% | 0.10% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +5.8% | 0.59% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| NICE Nice Ltd. - Spon ADR | New | 0.05% | +0.05 |
| MFG Mizuho Financial Group-ADR | New | 0.05% | +0.05 |
| BCS Barclays PLC-Spons ADR | Add +177.5% | 0.07% | +0.05 |
| MMYT Makemytrip Ltd. | Add +114.2% | 0.10% | +0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +117.5% | 0.08% | +0.04 |
| FLUT Flutter Entertainment PLC-Di | New | 0.04% | +0.04 |
| PAC Grupo Aeroportuario Pac-ADR | Add +141.1% | 0.07% | +0.04 |
| PYPL PayPal Holdings Inc. | Add +216.9% | 0.07% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +199.0% | 0.06% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +106.9% | 0.09% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.7% | 4.59% | +0.04 |
| MWA Mueller Water Products Inc. Class A | New | 0.04% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +15.3% | 0.40% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +5.1% | 0.63% | +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 |