FRANK FRIEDLER, III
@Freegulliver Llc
Latest period2024 - Q3ReportedManaged Assets$168.379MTotal holdings84
Assets growth rate15.1%Assets growth rate (2-Q avg)22.51%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Freegulliver Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 84 positions.
Assets under management
The assets under management (AUM) of Freegulliver Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 168.379M in assets, with a quarterly growth rate of 15.1% and a 2-quarter average growth rate of 22.51%. The portfolio is managed by FRANK FRIEDLER, III, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IEFIshares Tr
| 2.22% | $3.731M 38,024 shares@ $98.13 avg price | Increased 11.09% |
VOVanguard Index Fds
| 1.49% | $2.505M 9,493 shares@ $263.84 avg price | Increased 14.59% |
AAPLApple Inc
| 1.34% | $2.245M 9,637 shares@ $233.01 avg price | Increased 30.39% |
IGEBIshares Tr
| 1.26% | $2.117M 45,551 shares@ $46.48 avg price | Increased 15.31% |
BUFRFirst Tr Exchng Traded Fd Vi
| 0.97% | $1.626M 54,402 shares@ $29.9 avg price | New Position |
IWMIshares Tr
| 0.95% | $1.592M 7,206 shares@ $220.91 avg price | Increased 3.01% |
IVVIshares Tr
| 0.91% | $1.529M 2,651 shares@ $576.72 avg price | Increased 19.74% |
SPYGSpdr Ser Tr
| 0.9% | $1.505M 18,141 shares@ $82.94 avg price | Decreased -3.02% |
SYYSysco Corp
| 0.9% | $1.501M 19,229 shares@ $78.07 avg price | Increased 0.35% |
KOCoca Cola Co
| 0.88% | $1.467M 20,414 shares@ $71.86 avg price | Increased 24.7% |