FreeGulliver LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 13, 2024), FreeGulliver LLC reported 67 stock positions worth $112.5 million. Its top holding was JPMorgan Chase (JPM) at 37.8% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 7.9%) and Vanguard Int Div App Indx FD (VIGI, 7.4%). Compared with Q4 2023, it opened 28 new positions, sold out of 4, added to 22 and reduced 2. The biggest buy was John Hancock Multi Fact Mid (JHMM, shares +112%) and the biggest sale an exit from Quadratic Int Rte Vol Infl H (IVOL).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002032561
- Portfolio Value
- $112.5M (Q1 2024)
- SEC Filing
- 0001172661-24-003283 ↗ filed Aug 13, 2024
Holdings Value
Holdings 67 stocks · $112.5M
| JPM JPMorgan Chase & Co. | 37.81% | 212,311 | $42.5M | Add +11.2% |
| IWL iShares Russell Top 200 ETF | 7.88% | 69,765 | $8.9M | Add +67.3% |
| VIGI Vanguard Int Div App Indx FD | 7.40% | 102,031 | $8.3M | Add +63.1% |
| JHMM John Hancock Multi Fact Mid | 5.04% | 98,724 | $5.7M | Add +112.3% |
| UNH Unitedhealth Group Inc. | 4.40% | 10,000 | $4.9M | No change |
| VIG Vanguard Dividend Apprec ETF | 3.77% | 23,191 | $4.2M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 2.96% | 41,270 | $3.3M | Add +39.6% |
| BUFG FT Vest Buffered Allocation | 2.60% | 130,002 | $2.9M | Add +102.6% |
| IEF iShares 7-10 Year Treasury B | 1.69% | 20,038 | $1.9M | New |
| FHN First Horizon Corp. | 1.39% | 101,666 | $1.6M | Add +1.4% |
| SYY Sysco Corp. | 1.38% | 19,162 | $1.6M | Reduce -6.8% |
| GLD SPDR Gold Shares | 1.33% | 7,252 | $1.5M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.28% | 5,748 | $1.4M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 1.08% | 5,765 | $1.2M | Add +49.9% |
| KO The Coca-Cola Co. | 1.01% | 18,571 | $1.1M | Add +33.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 2,025 | $1.1M | No change |
| IVV iShares Core S&P 500 ETF | 0.87% | 1,861 | $979K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.85% | 9,669 | $961K | New |
| NOC Northrop Grumman Corp. | 0.85% | 2,000 | $957K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.81% | 14,853 | $914K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 3,346 | $870K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 3,756 | $859K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.73% | 1,705 | $820K | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.67% | 10,290 | $753K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 1,543 | $685K | New |
| MSFT Microsoft Corp. | 0.60% | 1,598 | $672K | New |
| AAPL Apple Inc. | 0.50% | 3,294 | $565K | Add +25.3% |
| VXUS Vanguard Total Intl Stock | 0.49% | 9,165 | $553K | New |
| CRGY Crescent Energy Inc. Class A | 0.41% | 39,213 | $467K | New |
| XOM Exxon Mobil Corp. | 0.39% | 3,726 | $433K | New |
| PFE Pfizer Inc. | 0.38% | 15,540 | $431K | No change |
| KKR KKR & Co. Inc. | 0.38% | 4,224 | $425K | Add +25.2% |
| FIW First Trust Water ETF | 0.37% | 4,112 | $420K | New |
| NFG National Fuel Gas Co. | 0.36% | 7,600 | $408K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.35% | 3,412 | $390K | Add +0.1% |
| MMM 3M Co. | 0.35% | 3,670 | $389K | Reduce -0.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.32% | 12,030 | $358K | Add +78.3% |
| SLF Sun Life Financial Inc. | 0.28% | 5,872 | $320K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 2,522 | $309K | Add +0.8% |
| ABM Abm Industries Inc. | 0.27% | 6,900 | $308K | New |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.26% | 188,169 | $297K | Add +189.5% |
| BDX Becton Dickinson and Co. | 0.26% | 1,200 | $297K | No change |
| VNQ Vanguard Real Estate ETF | 0.26% | 3,337 | $289K | No change |
| MET Metlife Inc. | 0.25% | 3,856 | $286K | No change |
| IGEB iShares Investment Grade SYS | 0.25% | 6,342 | $284K | New |
| ABT Abbott Laboratories | 0.25% | 2,500 | $284K | New |
| MCD McDonald's Corp. | 0.25% | 1,000 | $282K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.25% | 2,200 | $277K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.25% | 3,600 | $277K | No change |
| IJR iShares Core S&P Small-Cap E | 0.24% | 2,491 | $275K | New |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,820 | $275K | New |
| FLO Flowers Foods Inc. | 0.24% | 11,500 | $273K | No change |
| PDBC Invesco Optimum Yield Divers | 0.24% | 19,440 | $270K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.24% | 3,500 | $266K | New |
| AMZN Amazon.com Inc. | 0.22% | 1,389 | $251K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 1,000 | $240K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.21% | 10,792 | $234K | Add +3.8% |
| PII Polaris Inc. | 0.20% | 2,200 | $220K | No change |
| VEA Vanguard Ftse Developed ETF | 0.19% | 4,370 | $219K | No change |
| ADM Archer-Daniels-Midland Co. | 0.19% | 3,400 | $214K | No change |
| PCG P G & E Corp. | 0.18% | 12,407 | $208K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 5,717 | $205K | New |
| CLOV Clover Health Investments Co. | 0.13% | 180,000 | $143K | Add +260.0% |
| MULTIPLAN CORP | 0.08% | 107,500 | $87K | New |
| 23ANDME HOLDING CO | 0.07% | 140,000 | $74K | New |
| REFR Research Frontiers Inc. | 0.02% | 20,000 | $26K | New |
| OPTINOSE INC | 0.01% | 10,450 | $15K | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $127K (not counted above)
Total filed on the 13F, all lines: $112.6M.
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| JHMM John Hancock Multi Fact Mid | Add +112.3% | 5.04% | +1.79 |
| IEF iShares 7-10 Year Treasury B | New | 1.69% | +1.69 |
| IWL iShares Russell Top 200 ETF | Add +67.3% | 7.88% | +1.51 |
| IVV iShares Core S&P 500 ETF | New | 0.87% | +0.87 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.85% | +0.85 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.81% | +0.81 |
| VIGI Vanguard Int Div App Indx FD | Add +63.1% | 7.40% | +0.81 |
| BUFG FT Vest Buffered Allocation | Add +102.6% | 2.60% | +0.79 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.77% | +0.77 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.67% | +0.67 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.61% | +0.61 |
| MSFT Microsoft Corp. | New | 0.60% | +0.60 |
| VXUS Vanguard Total Intl Stock | New | 0.49% | +0.49 |
| CRGY Crescent Energy Inc. Class A | New | 0.41% | +0.41 |
| XOM Exxon Mobil Corp. | New | 0.39% | +0.39 |
| FIW First Trust Water ETF | New | 0.37% | +0.37 |
| ABM Abm Industries Inc. | New | 0.27% | +0.27 |
| IGEB iShares Investment Grade SYS | New | 0.25% | +0.25 |
| ABT Abbott Laboratories | New | 0.25% | +0.25 |
| MCD McDonald's Corp. | New | 0.25% | +0.25 |
| SJM The JM Smucker Co. | New | 0.25% | +0.25 |
| IJR iShares Core S&P Small-Cap E | New | 0.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | New | 0.24% | +0.24 |
| PDBC Invesco Optimum Yield Divers | New | 0.24% | +0.24 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.24% | +0.24 |
| AMZN Amazon.com Inc. | New | 0.22% | +0.22 |
| PCG P G & E Corp. | New | 0.18% | +0.18 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.18% | +0.18 |
| STLN Starling Oncology Inc. | Add +189.5% | 0.26% | +0.09 |
| MULTIPLAN CORP | New | 0.08% | +0.08 |
| 23ANDME HOLDING CO | New | 0.07% | +0.07 |
| CLOV Clover Health Investments Co. | Add +260.0% | 0.13% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +49.9% | 1.08% | +0.05 |
| VICI Vici Properties Inc. | Add +78.3% | 0.32% | +0.03 |
| REFR Research Frontiers Inc. | New | 0.02% | +0.02 |
| OPTINOSE INC | New | 0.01% | +0.01 |
| KKR KKR & Co. Inc. | Add +25.2% | 0.38% | +0.01 |
| DIS The Walt Disney Co. | Add +0.8% | 0.27% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Add +39.6% | 2.96% | −0.03 |
| KO The Coca-Cola Co. | Add +33.9% | 1.01% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.35% | −0.13 |
| WBA Walgreens Boots Alliance Inc. | Add +3.8% | 0.21% | −0.15 |
| AAPL Apple Inc. | Add +25.3% | 0.50% | −0.17 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.73% | −0.26 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.76% | −0.30 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 1.28% | −0.49 |
| FHN First Horizon Corp. | Add +1.4% | 1.39% | −0.49 |
| GLD SPDR Gold Shares | Add +0.7% | 1.33% | −0.50 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 3.77% | −1.35 |
| JPM JPMorgan Chase & Co. | Add +11.2% | 37.81% | −5.31 |
Notes & Other Activity Q4 2023 → Q1 2024
| ALVOW Alvotech SA -27 | *W EXP 99/99/999 | New | 31,467 | $104K |
| STLNW Oncology Institute Inc. CW-22 | *W EXP 99/99/999 | Add +527.8% | 116,150 | $23K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $283.6M | JPM, IWL, GSST, SCHK, XMMO |
| Q1 2026 | 115 | $237.2M | JPM, IWL, GSST, XMMO, CGDV |
| Q4 2025 | 99 | $223.7M | JPM, IWL, VIGI, CGDV, XMMO |
| Q3 2025 | 97 | $222.9M | JPM, IWL, VIGI, CGDV, XMMO |
| Q2 2025 | 81 | $217.0M | JPM, IWL, VIGI, CGDV, XMMO |
| Q1 2025 | 91 | $197.2M | JPM, IWL, VIGI, BUFG, XMMO |
| Q4 2024 | 87 | $191.4M | JPM, IWL, VIGI, VIG, SPTM |
| Q3 2024 | 83 | $168.4M | JPM, IWL, VIGI, JHMM, VIG |
| Q2 2024 | 83 | $146.2M | JPM, IWL, VIGI, VIG, JHMM |
| Q1 2024 | 67 | $112.5M | JPM, IWL, VIGI, JHMM, UNH |