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
VISVanguard World Fd Industrial Etf Recent Activity Increased 0.27%	0.36%	$665,619 2,617 shares@ $254.35 avg price	Increased 0.27%
IVOGVanguard Admiral Fds Inc Midcp 400 Grth Recent Activity Increased 34.58%	0.36%	$664,975 5,901 shares@ $112.69 avg price	Increased 34.58%
FENYFidelity Msci Energy Index Etf Recent Activity Increased 0.7%	0.35%	$655,689 27,504 shares@ $23.84 avg price	Increased 0.7%
GDGeneral Dynamics Corp Com Recent Activity	0.34%	$637,119 2,418 shares@ $263.5 avg price
METAMeta Platforms Inc Class A Common Stock Recent Activity Decreased -6.33%	0.32%	$597,031 1,020 shares@ $585.33 avg price	Decreased -6.33%
SIXGEtf Ser Solutions Defiance Connect Recent Activity Increased 0.14%	0.31%	$578,260 12,136 shares@ $47.65 avg price	Increased 0.14%
MGKVanguard Mega Cap Growth Index Fund Recent Activity Decreased -1.55%	0.3%	$564,892 1,645 shares@ $343.4 avg price	Decreased -1.55%
VIOOVanguard Admiral Fds Inc S&p Smallcap 600 Index Fd Etf Shs Recent Activity Decreased -2.65%	0.3%	$560,563 5,286 shares@ $106.05 avg price	Decreased -2.65%
VBKVanguard Small-cap Growth Index Fund Recent Activity	0.28%	$524,399 1,872 shares@ $280.13 avg price
FNCLFidelity Msci Finls Index Etf Recent Activity Decreased -0.23%	0.28%	$521,185 7,589 shares@ $68.68 avg price	Decreased -0.23%