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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
IMCGIshares Tr Mrgstr Md Cp Grw
Recent Activity
Decreased -2.01%
0.78%
$1.472M
19,488 shares@ $75.54 avg price
PAVEGlobal X Fds Us Infr Dev Etf
Recent Activity
0.76%
$1.43M
35,388 shares@ $40.41 avg price
ONEVSpdr Ser Tr Russell Low Vol
Recent Activity
Decreased -1.04%
0.76%
$1.425M
11,356 shares@ $125.47 avg price
MCDMcdonald S Corp
Recent Activity
Increased 0.34%
0.73%
$1.38M
4,759 shares@ $289.92 avg price
VTIVanguard Index Fds Vanguard Total Stk Mkt Etf
Recent Activity
Increased 1.71%
0.69%
$1.293M
4,462 shares@ $289.79 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 15.75%
0.57%
$1.078M
8,028 shares@ $134.29 avg price
VOOVanguard Index Funds S&p 500 Etf Usd
Recent Activity
Increased 0.06%
0.5%
$938,393
1,742 shares@ $538.69 avg price
NANRSpdr Index Shs Fds S&p North Amer
Recent Activity
Decreased -0.04%
0.49%
$926,590
18,129 shares@ $51.12 avg price
MUBIshares National Muni Bond Etf
Recent Activity
Decreased -1.99%
0.48%
$909,053
8,532 shares@ $106.55 avg price
PPHVaneck Etf Trust Pharmaceutcl Etf
Recent Activity
Increased 0.37%
0.48%
$905,163
10,491 shares@ $86.28 avg price