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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
VUGVanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers
Recent Activity
0.18%
$337,875
823 shares@ $410.55 avg price
VPUVanguard World Fd Utilities Etf
Recent Activity
Increased 0.26%
0.18%
$326,269
1,997 shares@ $163.38 avg price
ORCLOracle Corp
Recent Activity
Increased 0.11%
0.17%
$318,277
1,910 shares@ $166.64 avg price
DISDisney Walt Co Com
Recent Activity
0.17%
$314,487
2,824 shares@ $111.37 avg price
MDYGSpdr Ser Tr S&p 400 Mdcp Grw
Recent Activity
Increased 0.12%
0.17%
$308,524
3,551 shares@ $86.89 avg price
VNQVanguard Real Estate Etf
Recent Activity
Increased 0.9%
0.16%
$302,571
3,397 shares@ $89.08 avg price
WTWWillis Towers Watson Plc Com Usd0.000304635
Recent Activity
Decreased -17.54%
0.15%
$278,167
888 shares@ $313.26 avg price
VWOVanguard Intl Equity Index Fds Ftse Emr Mkt Etf
Recent Activity
Increased 0.09%
0.15%
$273,937
6,220 shares@ $44.05 avg price
BRK.BBerkshire Hathaway Inc Com Usd0.0033 Class B
Recent Activity
0.15%
$271,968
600 shares@ $453.28 avg price
MRKMerck &co. Inc Com
Recent Activity
Increased 0.34%
0.15%
$269,647
2,711 shares@ $99.47 avg price