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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
AMZNAmazon.com Inc
Recent Activity
Decreased -5.84%
0.25%
$470,424
2,144 shares@ $219.42 avg price
LLYEli Lilly &co Com
Recent Activity
Increased 0.17%
0.25%
$464,459
602 shares@ $771.53 avg price
ROBOExchange Traded Concepts Tr Robo Global Robotics And Automation Index Etf
Recent Activity
Decreased -1.15%
0.25%
$457,484
8,132 shares@ $56.26 avg price
VIOVVanguard S&p Small-cap 600 V
Recent Activity
Decreased -17.48%
0.24%
$445,129
4,770 shares@ $93.32 avg price
LOWLowes Companies Inc Com Usd0.50
Recent Activity
Increased 0.06%
0.24%
$439,012
1,779 shares@ $246.78 avg price
VAWVanguard World Fd Materials Etf
Recent Activity
Increased 11.46%
0.23%
$433,126
2,306 shares@ $187.83 avg price
SPMDSpdr Portfolio S&p 400 Mid Cap Etf
Recent Activity
Increased 0.26%
0.23%
$430,844
7,878 shares@ $54.69 avg price
XHBSpdr Ser Tr S&p Homebuild
Recent Activity
Increased 0.08%
0.22%
$416,592
3,987 shares@ $104.49 avg price
MBBIshares Tr Mbs Etf
Recent Activity
Decreased -8.48%
0.2%
$374,654
4,087 shares@ $91.67 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -5.63%
0.2%
$363,025
4,018 shares@ $90.35 avg price