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
VVisa Inc
Recent Activity
Increased 27.11%
0.23%
$377,686
1,374 shares@ $274.89 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 29.88%
0.2%
$336,347
6,369 shares@ $52.82 avg price
METMetlife Inc
Recent Activity
Increased 2.42%
0.2%
$325,714
3,949 shares@ $82.49 avg price
DISDisney Walt Co
Recent Activity
Increased 7.77%
0.19%
$318,982
3,316 shares@ $96.2 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 3.24%
0.19%
$315,841
1,310 shares@ $241.1 avg price
CVXChevron Corp New
Recent Activity
Increased 22.34%
0.19%
$308,971
2,098 shares@ $147.27 avg price
SJMSmucker J M Co
Recent Activity
Increased 0.7%
0.17%
$280,468
2,316 shares@ $121.11 avg price
MUBIshares Tr
Recent Activity
Increased 0.04%
0.17%
$271,643
2,501 shares@ $108.62 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.2%
0.16%
$267,503
1,016 shares@ $263.3 avg price
PIIPolaris Inc
Recent Activity
Increased 0.19%
0.16%
$266,867
3,206 shares@ $83.24 avg price