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Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4ReportedManaged Assets$189.672MTotal holdings360
Assets growth rate0.41%Assets growth rate (2-Q avg)3.86%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Freedom, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Financial Freedom, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.672M in assets, with a quarterly growth rate of 0.41% and a 2-quarter average growth rate of 3.86%. The portfolio is managed by Allen A. Osgood, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJSIshares S&p Small-cap 600 Value Etf
Recent Activity
Exited
0%
$188,122
1,747 shares@ $107.69 avg price
BLKBlackrock Inc Com Usd0.01
Recent Activity
Exited
0%
$30,517
32 shares@ $953.66 avg price
BEPCBrookfield Renewable Corp Class A Subordinate Voting Shares Isin #ca11284v1058 Sedol #bmxwr83
Recent Activity
Exited
0%
$9,583
293 shares@ $32.71 avg price
EBSEmergent Biosolutions Inc
Recent Activity
Exited
0%
$2,505
300 shares@ $8.35 avg price
UUnity Software Inc Com
Recent Activity
Exited
0%
$2,262
100 shares@ $22.62 avg price