Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4

Reported2d 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
VCITVanguard Scottsdale Funds Vanguard Inter-term Corp Bd Etf Recent Activity Increased 5.31%	8.9%	$16.877M 210,257 shares@ $80.27 avg price	Increased 5.31%
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Decreased -1.34%	7.19%	$13.626M 26,654 shares@ $511.24 avg price	Decreased -1.34%
VGTVanguard World Fd Inf Tech Etf Recent Activity Increased 0.62%	5.04%	$9.556M 15,368 shares@ $621.82 avg price	Increased 0.62%
VCRVanguard World Fd Consum Dis Etf Recent Activity Decreased -1.36%	3.95%	$7.476M 19,916 shares@ $375.38 avg price	Decreased -1.36%
PGProcter And Gamble Co Com Recent Activity Decreased -0.1%	3.67%	$6.95M 41,457 shares@ $167.66 avg price	Decreased -0.1%
XLESelect Sector Spdr Tr Energy Recent Activity Increased 0.67%	3.63%	$6.876M 80,276 shares@ $85.66 avg price	Increased 0.67%
VFHVanguard World Fd Financials Etf Recent Activity Increased 0.11%	3.38%	$6.404M 54,235 shares@ $118.08 avg price	Increased 0.11%
XLKSelect Sector Spdr Trust Technology Select Sector Usd Dis Recent Activity Decreased -1.9%	3.13%	$5.936M 25,529 shares@ $232.52 avg price	Decreased -1.9%
AGGIshares Core Us Aggregate Bond Etf Recent Activity Decreased -5.1%	2.96%	$5.614M 57,933 shares@ $96.9 avg price	Decreased -5.1%
XLVHealth Care Select Sector Spdr Fund Recent Activity Increased 0.1%	2.81%	$5.321M 38,680 shares@ $137.58 avg price	Increased 0.1%