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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.03%
26.59%
$44.759M
212,269 shares@ $210.86 avg price
IWLIshares Tr
Recent Activity
Increased 48.82%
12.82%
$21.579M
153,655 shares@ $140.45 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 4.85%
7.45%
$12.528M
141,907 shares@ $88.28 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Increased 3.82%
4.83%
$8.118M
134,850 shares@ $60.21 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.06%
4.44%
$7.468M
37,704 shares@ $198.06 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -0.18%
3.96%
$6.653M
94,961 shares@ $70.06 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.63%
3.54%
$5.95M
10,177 shares@ $584.68 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.42%
2.99%
$5.019M
208,157 shares@ $24.11 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -3.73%
2.47%
$4.154M
49,137 shares@ $84.54 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 147.73%
2.25%
$3.782M
6,592 shares@ $573.77 avg price