FreeGulliver LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), FreeGulliver LLC reported 87 stock positions worth $191.4 million. Its top holding was JPMorgan Chase (JPM) at 26.5% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 15.1%) and Vanguard Int Div App Indx FD (VIGI, 6.2%). Compared with Q3 2024, it opened 13 new positions, sold out of 9, added to 31 and reduced 37. The biggest buy was iShares Russell Top 200 ETF (IWL, shares +30%) and the biggest sale John Hancock Multi Fact Mid (JHMM, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002032561
- Portfolio Value
- $191.4M (Q4 2024)
- SEC Filing
- 0001172661-25-000635 ↗ filed Feb 11, 2025
Holdings Value
Holdings 87 stocks · $191.4M
| JPM JPMorgan Chase & Co. | 26.46% | 211,332 | $50.7M | Reduce -0.4% |
| IWL iShares Russell Top 200 ETF | 15.15% | 200,345 | $29.0M | Add +30.4% |
| VIGI Vanguard Int Div App Indx FD | 6.25% | 149,489 | $12.0M | Add +5.3% |
| VIG Vanguard Dividend Apprec ETF | 3.94% | 38,538 | $7.5M | Add +2.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 3.53% | 94,635 | $6.8M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.28% | 10,714 | $6.3M | Add +62.5% |
| BUFG FT Vest Buffered Allocation | 3.28% | 256,006 | $6.3M | Add +23.0% |
| JHMM John Hancock Multi Fact Mid | 2.66% | 85,177 | $5.1M | Reduce -36.8% |
| UNH Unitedhealth Group Inc. | 2.65% | 10,018 | $5.1M | Reduce -1.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.34% | 147,268 | $4.5M | Add +170.7% |
| SCHD Schwab US DVD Equity ETF | 2.12% | 148,787 | $4.1M | Add +0.9% |
| IEF iShares 7-10 Year Treasury B | 2.01% | 41,699 | $3.9M | Add +9.7% |
| XMMO Invesco S&P Midcap Momentum | 1.90% | 29,472 | $3.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.37% | 9,933 | $2.6M | Add +4.6% |
| IGEB iShares Investment Grade SYS | 1.18% | 51,086 | $2.3M | Add +12.2% |
| FHN First Horizon Corp. | 1.06% | 101,093 | $2.0M | New |
| GLD SPDR Gold Shares | 1.04% | 8,221 | $2.0M | New |
| AAPL Apple Inc. | 1.02% | 7,821 | $2.0M | Reduce -18.8% |
| IVV iShares Core S&P 500 ETF | 0.91% | 2,944 | $1.7M | Add +11.1% |
| IWM iShares Russell 2000 ETF | 0.87% | 7,535 | $1.7M | Add +4.6% |
| SYY Sysco Corp. | 0.77% | 19,162 | $1.5M | Reduce -0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.76% | 16,506 | $1.5M | Reduce -9.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 2,623 | $1.3M | Add +8.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 17,872 | $1.2M | Reduce -7.7% |
| KO The Coca-Cola Co. | 0.64% | 19,681 | $1.2M | Reduce -3.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.59% | 32,870 | $1.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.51% | 2,304 | $971K | Reduce -27.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 3,299 | $956K | Reduce -3.4% |
| NOC Northrop Grumman Corp. | 0.49% | 2,010 | $943K | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 3,918 | $941K | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,727 | $931K | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.47% | 15,351 | $905K | Add +19.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 8,460 | $904K | New |
| FIW First Trust Water ETF | 0.40% | 7,567 | $772K | Add +10.6% |
| AMZN Amazon.com Inc. | 0.37% | 3,267 | $717K | Reduce -20.0% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,615 | $684K | Reduce -17.1% |
| PDBC Invesco Optimum Yield Divers | 0.33% | 48,526 | $630K | Add +9.5% |
| KKR KKR & Co. Inc. | 0.33% | 4,227 | $625K | Reduce -1.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.31% | 23,756 | $594K | No change |
| IJR iShares Core S&P Small-Cap E | 0.28% | 4,732 | $545K | Add +13.8% |
| URA Global X Uranium ETF | 0.27% | 19,203 | $514K | Add +9.2% |
| V Visa Inc. Class A | 0.25% | 1,501 | $475K | Add +9.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.24% | 18,434 | $465K | Add +10.3% |
| IWP iShares Russell Mid-Cap Grow | 0.23% | 3,449 | $437K | Add +0.1% |
| PFE Pfizer Inc. | 0.22% | 15,522 | $412K | Reduce -5.1% |
| ADM Archer-Daniels-Midland Co. | 0.21% | 8,000 | $404K | Add +133.3% |
| AON Aon PLC Class A | 0.21% | 1,113 | $400K | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.20% | 1,685 | $391K | Reduce -26.9% |
| NVDA Nvidia Corp. | 0.20% | 2,812 | $378K | Reduce -56.7% |
| XOM Exxon Mobil Corp. | 0.19% | 3,459 | $372K | Reduce -20.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.19% | 12,721 | $372K | Add +0.6% |
| ORCL Oracle Corp. | 0.19% | 2,185 | $364K | Reduce -12.6% |
| SLF Sun Life Financial Inc. | 0.18% | 5,924 | $352K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,016 | $336K | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.17% | 569 | $334K | Reduce -36.1% |
| MET Metlife Inc. | 0.16% | 3,856 | $316K | Reduce -2.4% |
| MUB iShares National Muni Bond E | 0.16% | 2,899 | $309K | Add +15.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 680 | $308K | Reduce -30.8% |
| BDX Becton Dickinson and Co. | 0.15% | 1,271 | $288K | Reduce -3.0% |
| KSEP Inv US SML Cap P B ETF - Sep | 0.15% | 11,108 | $285K | New |
| CLOV Clover Health Investments Co. | 0.15% | 90,000 | $284K | Add +5.9% |
| CVX Chevron Corp. | 0.15% | 1,949 | $282K | Reduce -7.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 1,016 | $274K | No change |
| HRL Hormel Foods Corp. | 0.14% | 8,700 | $273K | New |
| SPEM State Street SP PTF Em ETF | 0.14% | 6,870 | $264K | No change |
| EPD Enterprise Products Partners | 0.14% | 8,388 | $263K | Add +10.9% |
| VNQ Vanguard Real Estate ETF | 0.14% | 2,937 | $262K | Reduce -2.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.13% | 2,300 | $253K | Reduce -0.7% |
| HWC Hancock Whitney Corp. | 0.13% | 4,609 | $252K | Reduce -0.2% |
| PCG P G & E Corp. | 0.13% | 12,463 | $252K | Reduce -2.1% |
| MCHP Microchip Technology Inc. | 0.13% | 4,362 | $250K | New |
| ITA iShares U.S. Aerospace & Def | 0.13% | 1,700 | $247K | No change |
| LMT Lockheed Martin Corp. | 0.13% | 497 | $242K | Add +7.6% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 4,989 | $239K | Reduce -21.7% |
| FLO Flowers Foods Inc. | 0.12% | 11,500 | $238K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.12% | 307 | $237K | Add +18.1% |
| BEN Franklin Templeton Inc. | 0.12% | 11,400 | $231K | New |
| NFG National Fuel Gas Co. | 0.12% | 3,800 | $231K | Reduce -50.1% |
| WMT Walmart Inc. | 0.12% | 2,524 | $228K | Reduce -22.6% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.12% | 1,300 | $225K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.12% | 2,212 | $223K | No change |
| LMND Lemonade Inc. | 0.11% | 5,950 | $218K | New |
| ROOT Root Inc./Oh Class A | 0.11% | 2,800 | $203K | New |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.10% | 600,747 | $186K | Add +219.3% |
| WBA Walgreens Boots Alliance Inc. | 0.06% | 11,312 | $106K | Reduce -31.4% |
| REFR Research Frontiers Inc. | 0.02% | 20,000 | $34K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 152 | $13K | New |
Options reported separately and not counted above: LLY calls ($13.4M), NVO calls ($3.6M), SPY puts ($996K), CLOV calls ($284K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $172K (not counted above)
Total filed on the 13F, all lines: $191.6M.
Portfolio Sells Q3 2024 → Q4 2024
| JHMM John Hancock Multi Fact Mid | Reduce -36.8% | 2.66% | −2.16 |
| UNH Unitedhealth Group Inc. | Reduce -1.6% | 2.65% | −0.89 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.3% | 3.53% | −0.42 |
| AAPL Apple Inc. | Reduce -18.8% | 1.02% | −0.31 |
| MSFT Microsoft Corp. | Reduce -27.4% | 0.51% | −0.30 |
| NVDA Nvidia Corp. | Reduce -56.7% | 0.20% | −0.27 |
| KO The Coca-Cola Co. | Reduce -3.6% | 0.64% | −0.23 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.18 |
| PII Polaris Inc. | Sold out | 0.00% | −0.16 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.16 |
| NFG National Fuel Gas Co. | Reduce -50.1% | 0.12% | −0.15 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.1% | 0.59% | −0.15 |
| NOC Northrop Grumman Corp. | Reduce -1.0% | 0.49% | −0.14 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.0% | 0.76% | −0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.7% | 0.64% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -36.1% | 0.17% | −0.13 |
| SYY Sysco Corp. | Reduce -0.3% | 0.77% | −0.13 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 26.46% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -20.5% | 0.19% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -30.8% | 0.16% | −0.11 |
| 23ANDME HOLDING CO | Sold out | 0.00% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -20.0% | 0.37% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -21.7% | 0.12% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.4% | 0.50% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -17.1% | 0.36% | −0.07 |
| ALVO Alvotech SA | Sold out | 0.00% | −0.07 |
| PFE Pfizer Inc. | Reduce -5.1% | 0.22% | −0.07 |
| ORCL Oracle Corp. | Reduce -12.6% | 0.19% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -2.6% | 0.14% | −0.04 |
| WMT Walmart Inc. | Reduce -22.6% | 0.12% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -3.0% | 0.15% | −0.04 |
| CVX Chevron Corp. | Reduce -7.1% | 0.15% | −0.04 |
| SJM The JM Smucker Co. | Reduce -0.7% | 0.13% | −0.03 |
| FLO Flowers Foods Inc. | Reduce -0.2% | 0.12% | −0.03 |
| WBA Walgreens Boots Alliance Inc. | Reduce -31.4% | 0.06% | −0.03 |
| AVGO Broadcom Inc. | Reduce -26.9% | 0.20% | −0.03 |
| MET Metlife Inc. | Reduce -2.4% | 0.16% | −0.03 |
| AON Aon PLC Class A | Reduce -3.1% | 0.21% | −0.03 |
| PCG P G & E Corp. | Reduce -2.1% | 0.13% | −0.02 |
| DIS The Walt Disney Co. | Reduce -9.1% | 0.18% | −0.01 |
| OPTINOSE INC | Sold out | 0.00% | −0.01 |
| HWC Hancock Whitney Corp. | Reduce -0.2% | 0.13% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -1.8% | 0.33% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IWL iShares Russell Top 200 ETF | Add +30.4% | 15.15% | +2.33 |
| XMMO Invesco S&P Midcap Momentum | New | 1.90% | +1.90 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +170.7% | 2.34% | +1.38 |
| FHN First Horizon Corp. | New | 1.06% | +1.06 |
| GLD SPDR Gold Shares | New | 1.04% | +1.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +62.5% | 3.28% | +1.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.47% | +0.47 |
| BUFG FT Vest Buffered Allocation | Add +23.0% | 3.28% | +0.30 |
| SLF Sun Life Financial Inc. | New | 0.18% | +0.18 |
| KSEP Inv US SML Cap P B ETF - Sep | New | 0.15% | +0.15 |
| HRL Hormel Foods Corp. | New | 0.14% | +0.14 |
| MCHP Microchip Technology Inc. | New | 0.13% | +0.13 |
| BEN Franklin Templeton Inc. | New | 0.12% | +0.12 |
| MZTI The Marzetti Company | New | 0.12% | +0.12 |
| LMND Lemonade Inc. | New | 0.11% | +0.11 |
| ROOT Root Inc./Oh Class A | New | 0.11% | +0.11 |
| ADM Archer-Daniels-Midland Co. | Add +133.3% | 0.21% | +0.09 |
| STLN Starling Oncology Inc. | Add +219.3% | 0.10% | +0.06 |
| V Visa Inc. Class A | Add +9.2% | 0.25% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +10.9% | 0.14% | +0.01 |
| CLOV Clover Health Investments Co. | Add +5.9% | 0.15% | +0.01 |
| MUB iShares National Muni Bond E | Add +15.9% | 0.16% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.5% | 0.70% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +11.1% | 0.91% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +13.8% | 0.28% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.23% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +10.3% | 0.24% | −0.01 |
| LLY Eli Lilly & Co. | Add +18.1% | 0.12% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +19.0% | 0.47% | −0.02 |
| PDBC Invesco Optimum Yield Divers | Add +9.5% | 0.33% | −0.02 |
| URA Global X Uranium ETF | Add +9.2% | 0.27% | −0.03 |
| LMT Lockheed Martin Corp. | Add +7.6% | 0.13% | −0.03 |
| FIW First Trust Water ETF | Add +10.6% | 0.40% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.49% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.9% | 0.49% | −0.06 |
| VICI Vici Properties Inc. | Add +0.6% | 0.19% | −0.06 |
| IGEB iShares Investment Grade SYS | Add +12.2% | 1.18% | −0.07 |
| IWM iShares Russell 2000 ETF | Add +4.6% | 0.87% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.6% | 1.37% | −0.12 |
| IEF iShares 7-10 Year Treasury B | Add +9.7% | 2.01% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Add +0.9% | 2.12% | −0.34 |
| VIG Vanguard Dividend Apprec ETF | Add +2.2% | 3.94% | −0.49 |
| VIGI Vanguard Int Div App Indx FD | Add +5.3% | 6.25% | −1.19 |
Options Activity Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | call | New | 17,400 | $13.4M |
| NVO Novo-Nordisk A/S-Spons ADR | call | New | 42,000 | $3.6M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 1,700 | $996K |
| CLOV Clover Health Investments Co. | call | New | 90,000 | $284K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| ALVOW Alvotech SA -27 | *W EXP 99/99/999 | New | 55,400 | $172K |
| STLNW Oncology Institute Inc. CW-22 | *W EXP 99/99/999 | Reduce -90.4% | 18,500 | $96 |
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 |