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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
IYWIshares Us Technology Etf
Recent Activity
Increased 4.56%
2.43%
$4.596M
28,811 shares@ $159.53 avg price
SMHVaneck Etf Trust Semiconductr Etf
Recent Activity
Increased 0.33%
2.43%
$4.591M
18,959 shares@ $242.18 avg price
IMTMIshares Tr Msci Intl Moment
Recent Activity
Increased 28.79%
2.4%
$4.546M
121,544 shares@ $37.41 avg price
VBVanguard Small-cap Index Fund
Recent Activity
Decreased -2.53%
2.2%
$4.16M
17,314 shares@ $240.28 avg price
XLFSelect Sector Spdr Tr Financial
Recent Activity
Decreased -0.92%
1.98%
$3.744M
77,476 shares@ $48.33 avg price
VTEBVanguard Mun Bd Fds Tax Exempt Bd
Recent Activity
Decreased -3.21%
1.78%
$3.374M
67,311 shares@ $50.13 avg price
VOVanguard Mid-cap Index Fund
Recent Activity
Increased 0.99%
1.53%
$2.9M
10,980 shares@ $264.13 avg price
AAPLApple Inc
Recent Activity
Decreased -2.23%
1.53%
$2.887M
11,530 shares@ $250.43 avg price
VHTVanguard World Fd Health Car Etf
Recent Activity
Increased 0.81%
1.49%
$2.812M
11,084 shares@ $253.7 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
Increased 0.6%
1.43%
$2.701M
13,629 shares@ $198.19 avg price