test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFIshares Tr
Recent Activity
Increased 11.09%
2.22%
$3.731M
38,024 shares@ $98.13 avg price
VOVanguard Index Fds
Recent Activity
Increased 14.59%
1.49%
$2.505M
9,493 shares@ $263.84 avg price
AAPLApple Inc
Recent Activity
Increased 30.39%
1.34%
$2.245M
9,637 shares@ $233.01 avg price
IGEBIshares Tr
Recent Activity
Increased 15.31%
1.26%
$2.117M
45,551 shares@ $46.48 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.97%
$1.626M
54,402 shares@ $29.9 avg price
IWMIshares Tr
Recent Activity
Increased 3.01%
0.95%
$1.592M
7,206 shares@ $220.91 avg price
IVVIshares Tr
Recent Activity
Increased 19.74%
0.91%
$1.529M
2,651 shares@ $576.72 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.02%
0.9%
$1.505M
18,141 shares@ $82.94 avg price
SYYSysco Corp
Recent Activity
Increased 0.35%
0.9%
$1.501M
19,229 shares@ $78.07 avg price
KOCoca Cola Co
Recent Activity
Increased 24.7%
0.88%
$1.467M
20,414 shares@ $71.86 avg price