Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$189.672M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IJRIshares Core S&p Small-cap E Recent Activity Decreased -0.89%	0.46%	$865,646 7,513 shares@ $115.22 avg price	Decreased -0.89%
DRIVGlobal X Fds Autonmous Ev Etf Recent Activity Decreased -18.04%	0.46%	$864,956 37,672 shares@ $22.97 avg price	Decreased -18.04%
FTECFidelity Msci Information Technology Index Etf Recent Activity Increased 4.69%	0.45%	$843,509 4,562 shares@ $184.9 avg price	Increased 4.69%
XOMExxon Mobil Corp Com Recent Activity Increased 0.64%	0.43%	$804,767 7,481 shares@ $107.58 avg price	Increased 0.64%
VOTVanguard Mid-cap Growth Index Fund Recent Activity Decreased -1.97%	0.42%	$778,892 3,070 shares@ $253.72 avg price	Decreased -1.97%
JNJJohnson &johnson Com Recent Activity Increased 0.33%	0.4%	$758,091 5,242 shares@ $144.62 avg price	Increased 0.33%
ITOTIshares Core S&p Total Us Stock Market Etf Recent Activity Increased 0.15%	0.38%	$710,378 5,523 shares@ $128.63 avg price	Increased 0.15%
IYFIshares Us Financials Etf Recent Activity Increased 16.63%	0.38%	$701,891 6,347 shares@ $110.59 avg price	Increased 16.63%
JPMJpmorgan Chase &co. Com Recent Activity Increased 0.21%	0.37%	$697,384 2,909 shares@ $239.74 avg price	Increased 0.21%
ISCFIshares International Small Cap Equity Factor Etf Recent Activity Increased 1.48%	0.36%	$680,115 21,069 shares@ $32.29 avg price	Increased 1.48%