FreeGulliver LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), FreeGulliver LLC reported 91 stock positions worth $197.2 million. Its top holding was JPMorgan Chase (JPM) at 26.3% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 15.3%) and Vanguard Int Div App Indx FD (VIGI, 6.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 43 and reduced 31. The biggest buy was Invesco S&P Midcap Momentum (XMMO, shares +118%) and the biggest sale John Hancock Multi Fact Mid (JHMM, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002032561
- Portfolio Value
- $197.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001585 ↗ filed May 6, 2025
Holdings Value
Holdings 91 stocks · $197.2M
| JPM JPMorgan Chase & Co. | 26.27% | 211,200 | $51.8M | Reduce -0.1% |
| IWL iShares Russell Top 200 ETF | 15.34% | 220,203 | $30.3M | Add +9.9% |
| VIGI Vanguard Int Div App Indx FD | 6.50% | 154,648 | $12.8M | Add +3.5% |
| BUFG FT Vest Buffered Allocation | 4.01% | 332,383 | $7.9M | Add +29.8% |
| XMMO Invesco S&P Midcap Momentum | 3.71% | 64,369 | $7.3M | Add +118.4% |
| VIG Vanguard Dividend Apprec ETF | 3.47% | 35,298 | $6.8M | Reduce -8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.42% | 12,073 | $6.8M | Add +12.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 3.29% | 95,512 | $6.5M | Add +0.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.87% | 190,747 | $5.7M | Add +29.5% |
| UNH Unitedhealth Group Inc. | 2.66% | 10,031 | $5.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 2.16% | 152,100 | $4.3M | Add +2.2% |
| IEF iShares 7-10 Year Treasury B | 2.11% | 43,614 | $4.2M | Add +4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.25% | 9,561 | $2.5M | Reduce -3.8% |
| GLD SPDR Gold Shares | 1.20% | 8,221 | $2.4M | No change |
| IGEB iShares Investment Grade SYS | 1.19% | 52,343 | $2.4M | Add +2.5% |
| FHN First Horizon Corp. | 0.99% | 100,279 | $1.9M | Reduce -0.8% |
| AAPL Apple Inc. | 0.86% | 7,605 | $1.7M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.81% | 2,842 | $1.6M | Reduce -3.5% |
| SYY Sysco Corp. | 0.73% | 19,175 | $1.4M | Add +0.1% |
| KO The Coca-Cola Co. | 0.72% | 19,764 | $1.4M | Add +0.4% |
| JHMM John Hancock Multi Fact Mid | 0.65% | 22,390 | $1.3M | Reduce -73.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 2,611 | $1.2M | Reduce -0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.62% | 33,470 | $1.2M | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.60% | 14,787 | $1.2M | Reduce -10.4% |
| NOC Northrop Grumman Corp. | 0.52% | 2,009 | $1.0M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 0.50% | 15,799 | $981K | Add +2.9% |
| MSFT Microsoft Corp. | 0.48% | 2,523 | $947K | Add +9.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 8,460 | $920K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 13,684 | $900K | Reduce -23.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 3,248 | $893K | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.43% | 4,299 | $858K | Reduce -43.0% |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,577 | $811K | Reduce -8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 3,598 | $798K | Reduce -8.2% |
| FIW First Trust Water ETF | 0.40% | 7,911 | $797K | Add +4.5% |
| PDBC Invesco Optimum Yield Divers | 0.35% | 50,467 | $688K | Add +4.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.32% | 24,856 | $635K | Add +4.6% |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.31% | 544,361 | $621K | Reduce -9.4% |
| AMZN Amazon.com Inc. | 0.31% | 3,195 | $608K | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,607 | $558K | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 5,098 | $533K | Add +7.7% |
| V Visa Inc. Class A | 0.27% | 1,510 | $529K | Add +0.6% |
| URA Global X Uranium ETF | 0.24% | 20,602 | $472K | Add +7.3% |
| AON Aon PLC Class A | 0.23% | 1,118 | $446K | Add +0.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 17,586 | $442K | Reduce -4.6% |
| DIBS 1STDIBS.COM Inc. | 0.22% | 143,112 | $435K | New |
| XOM Exxon Mobil Corp. | 0.21% | 3,564 | $424K | Add +3.0% |
| VNCE Vince Holding Corp. | 0.21% | 218,646 | $420K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.21% | 12,806 | $418K | Add +0.7% |
| PFE Pfizer Inc. | 0.20% | 15,626 | $396K | Add +0.7% |
| KKR KKR & Co. Inc. | 0.20% | 3,363 | $389K | Reduce -20.4% |
| WVVI Willamette Valley Vineyards | 0.19% | 64,715 | $384K | New |
| ADM Archer-Daniels-Midland Co. | 0.19% | 8,000 | $384K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 716 | $381K | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.19% | 655 | $378K | Add +15.1% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 3,144 | $369K | Reduce -8.8% |
| CLOV Clover Health Investments Co. | 0.17% | 95,500 | $343K | Add +6.1% |
| SLF Sun Life Financial Inc. | 0.17% | 5,872 | $336K | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.17% | 3,047 | $330K | Add +8.4% |
| MET Metlife Inc. | 0.16% | 3,879 | $311K | Add +0.6% |
| MUB iShares National Muni Bond E | 0.15% | 2,899 | $306K | No change |
| ORCL Oracle Corp. | 0.15% | 2,169 | $303K | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 3,028 | $299K | Add +0.4% |
| AVGO Broadcom Inc. | 0.15% | 1,764 | $295K | Add +4.7% |
| BDX Becton Dickinson and Co. | 0.15% | 1,277 | $293K | Add +0.5% |
| EPD Enterprise Products Partners | 0.15% | 8,388 | $286K | No change |
| KSEP Inv US SML Cap P B ETF - Sep | 0.14% | 11,108 | $273K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.14% | 2,304 | $273K | Add +0.2% |
| SPEM State Street SP PTF Em ETF | 0.14% | 6,870 | $270K | No change |
| HRL Hormel Foods Corp. | 0.14% | 8,715 | $270K | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.13% | 2,937 | $266K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,014 | $261K | Reduce -0.2% |
| ITA iShares U.S. Aerospace & Def | 0.13% | 1,700 | $260K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 4,963 | $252K | Reduce -0.5% |
| TPL Texas Pacific Land Corp. | 0.13% | 190 | $252K | New |
| HWC Hancock Whitney Corp. | 0.12% | 4,610 | $242K | Add +0.0% |
| CVX Chevron Corp. | 0.12% | 1,395 | $233K | Reduce -28.4% |
| WMT Walmart Inc. | 0.12% | 2,600 | $228K | Add +3.0% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.12% | 1,300 | $228K | No change |
| FRT Federal Realty Invs Trust | 0.11% | 2,300 | $225K | New |
| LMT Lockheed Martin Corp. | 0.11% | 503 | $225K | Add +1.2% |
| BEN Franklin Templeton Inc. | 0.11% | 11,414 | $220K | Add +0.1% |
| FLO Flowers Foods Inc. | 0.11% | 11,501 | $219K | Add +0.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 2,112 | $219K | Reduce -4.5% |
| PCG P G & E Corp. | 0.11% | 12,492 | $215K | Add +0.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.11% | 2,306 | $212K | New |
| MCHP Microchip Technology Inc. | 0.11% | 4,376 | $212K | Add +0.3% |
| ROOT Root Inc./Oh Class A | 0.10% | 1,500 | $200K | Reduce -46.4% |
| WBA Walgreens Boots Alliance Inc. | 0.06% | 11,198 | $125K | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.05% | 122 | $101K | Reduce -60.3% |
| REFR Research Frontiers Inc. | 0.01% | 20,000 | $23K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 1 | $69 | Reduce -99.3% |
Options reported separately and not counted above: NVO calls ($3.0M), LLY calls ($1.2M), SPY puts ($951K), CLOV calls ($313K), DIBS calls ($50K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $501 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STLNW Oncology Institute Inc. CW-22 | *W EXP 99/99/999 | 18,500 | $501 | No change |
Total filed on the 13F, all lines: $197.2M.
Portfolio Sells Q4 2024 → Q1 2025
| JHMM John Hancock Multi Fact Mid | Reduce -73.7% | 0.65% | −2.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.4% | 3.47% | −0.47 |
| IWM iShares Russell 2000 ETF | Reduce -43.0% | 0.43% | −0.43 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 26.27% | −0.19 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -23.4% | 0.46% | −0.19 |
| AAPL Apple Inc. | Reduce -2.8% | 0.86% | −0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -10.4% | 0.60% | −0.16 |
| KKR KKR & Co. Inc. | Reduce -20.4% | 0.20% | −0.13 |
| NFG National Fuel Gas Co. | Sold out | 0.00% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 1.25% | −0.12 |
| LMND Lemonade Inc. | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 0.81% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.2% | 0.40% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 0.62% | −0.08 |
| FHN First Horizon Corp. | Reduce -0.8% | 0.99% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -8.7% | 0.41% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.28% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -60.3% | 0.05% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 0.31% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.45% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -8.8% | 0.19% | −0.04 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.15% | −0.04 |
| CVX Chevron Corp. | Reduce -28.4% | 0.12% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -4.6% | 0.22% | −0.02 |
| SLF Sun Life Financial Inc. | Reduce -0.9% | 0.17% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.2% | 0.13% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -99.3% | 0.00% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.5% | 0.11% | −0.01 |
| ROOT Root Inc./Oh Class A | Reduce -46.4% | 0.10% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 0.13% | +0.00 |
| WBA Walgreens Boots Alliance Inc. | Reduce -1.0% | 0.06% | +0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.1% | 0.52% | +0.03 |
| STLN Starling Oncology Inc. | Reduce -9.4% | 0.31% | +0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| XMMO Invesco S&P Midcap Momentum | Add +118.4% | 3.71% | +1.81 |
| BUFG FT Vest Buffered Allocation | Add +29.8% | 4.01% | +0.73 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +29.5% | 2.87% | +0.53 |
| VIGI Vanguard Int Div App Indx FD | Add +3.5% | 6.50% | +0.26 |
| DIBS 1STDIBS.COM Inc. | New | 0.22% | +0.22 |
| VNCE Vince Holding Corp. | New | 0.21% | +0.21 |
| IWL iShares Russell Top 200 ETF | Add +9.9% | 15.34% | +0.20 |
| WVVI Willamette Valley Vineyards | New | 0.19% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.7% | 3.42% | +0.14 |
| TPL Texas Pacific Land Corp. | New | 0.13% | +0.13 |
| FRT Federal Realty Invs Trust | New | 0.11% | +0.11 |
| TROW T Rowe Price Group Inc. | New | 0.11% | +0.11 |
| IEF iShares 7-10 Year Treasury B | Add +4.6% | 2.11% | +0.10 |
| KO The Coca-Cola Co. | Add +0.4% | 0.72% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +2.2% | 2.16% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 0.19% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 0.62% | +0.03 |
| CLOV Clover Health Investments Co. | Add +6.1% | 0.17% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +2.9% | 0.50% | +0.02 |
| XOM Exxon Mobil Corp. | Add +3.0% | 0.21% | +0.02 |
| V Visa Inc. Class A | Add +0.6% | 0.27% | +0.02 |
| PDBC Invesco Optimum Yield Divers | Add +4.0% | 0.35% | +0.02 |
| VICI Vici Properties Inc. | Add +0.7% | 0.21% | +0.02 |
| AON Aon PLC Class A | Add +0.5% | 0.23% | +0.02 |
| META Meta Platforms Inc. Class A | Add +15.1% | 0.19% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 2.66% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.6% | 0.32% | +0.01 |
| IGEB iShares Investment Grade SYS | Add +2.5% | 1.19% | +0.01 |
| SJM The JM Smucker Co. | Add +0.2% | 0.14% | +0.01 |
| FIW First Trust Water ETF | Add +4.5% | 0.40% | +0.00 |
| BDX Becton Dickinson and Co. | Add +0.5% | 0.15% | −0.00 |
| WMT Walmart Inc. | Add +3.0% | 0.12% | −0.00 |
| HRL Hormel Foods Corp. | Add +0.2% | 0.14% | −0.01 |
| MET Metlife Inc. | Add +0.6% | 0.16% | −0.01 |
| HWC Hancock Whitney Corp. | Add +0.0% | 0.12% | −0.01 |
| BEN Franklin Templeton Inc. | Add +0.1% | 0.11% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.2% | 0.11% | −0.01 |
| FLO Flowers Foods Inc. | Add +0.0% | 0.11% | −0.01 |
| PFE Pfizer Inc. | Add +0.7% | 0.20% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +7.7% | 0.27% | −0.01 |
| PCG P G & E Corp. | Add +0.2% | 0.11% | −0.02 |
| MCHP Microchip Technology Inc. | Add +0.3% | 0.11% | −0.02 |
| DIS The Walt Disney Co. | Add +0.4% | 0.15% | −0.02 |
| MSFT Microsoft Corp. | Add +9.5% | 0.48% | −0.03 |
| URA Global X Uranium ETF | Add +7.3% | 0.24% | −0.03 |
| NVDA Nvidia Corp. | Add +8.4% | 0.17% | −0.03 |
| SYY Sysco Corp. | Add +0.1% | 0.73% | −0.04 |
| AVGO Broadcom Inc. | Add +4.7% | 0.15% | −0.05 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.9% | 3.29% | −0.24 |
Options Activity Q4 2024 → Q1 2025
| NVO Novo-Nordisk A/S-Spons ADR | call | Add +2.4% | 43,000 | $3.0M |
| LLY Eli Lilly & Co. | call | Reduce -91.4% | 1,500 | $1.2M |
| CLOV Clover Health Investments Co. | call | Reduce -3.1% | 87,200 | $313K |
| DIBS 1STDIBS.COM Inc. | call | New | 16,500 | $50K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| ALVOW Alvotech SA -27 | *W EXP 99/99/999 | Sold out | 55,400 | $172Kbefore exit |
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 |