Freedom Investment Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$1.22B
Signature - Title
Andrew Lucich - Chief Compliance Officer
Location
100 Constitution Plz, Fl 7, Hartford, CT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 772 $1.22B +$152M -$177M -$24.2M SPY, BIL, DUHP, VTV, FJAN 13F-HR 8/13/2024, 05:04 PM
Q1 2024 786 $1.25B +$128M -$162M -$34.2M BIL, SPY, DUHP, VTV, FJAN 13F-HR 5/14/2024, 10:22 AM
Q4 2023 744 $1.23B +$442M -$104M +$338M BIL, SPY, DUHP, VTV, FMAY 13F-HR 2/14/2024, 10:20 AM
Q3 2023 674 $817M +$143M -$182M -$38.3M BIL, SPY, FTEC, AGG, AAPL 13F-HR 11/13/2023, 01:12 PM
Q2 2023 698 $891M +$172M -$188M -$16M SPY, BIL, TLT, AAPL, SGOL 13F-HR 8/14/2023, 06:01 AM
Q1 2023 697 $885M +$200M -$233M -$32.8M TLT, BIL, SPY, AAPL, FHLC 13F-HR 5/15/2023, 11:35 AM
Q4 2022 702 $888M +$96.2M -$134M -$38.2M BIL, TLT, VDE, FHLC, RSPT 13F-HR 2/14/2023, 02:14 PM
Q3 2022 722 $867M +$102M -$119M -$16.6M BIL, TLT, VDE, FHLC, AAPL 13F-HR 10/24/2022, 04:43 PM
Q2 2022 728 $937M +$147M -$190M -$43M TLT, BIL, FHLC, AAPL, VDE 13F-HR 8/8/2022, 03:07 PM
Q1 2022 773 $1.12B +$232M -$417M -$185M TLT, BIL, VDE, AAPL, RSPT 13F-HR 5/16/2022, 11:13 AM
Q4 2021 860 $1.36B +$172M -$167M +$4.61M TLT, BIL, AAPL, PDP, MDYV 13F-HR 2/14/2022, 02:58 PM
Q3 2021 809 $1.3B +$184M -$205M -$21M TLT, VDE, FNCL, PDP, MDYV 13F-HR 11/12/2021, 12:32 PM
Q2 2021 868 $1.34B +$150M -$161M -$10.6M TLT, FNCL, MDYV, BIL, VNQ 13F-HR 8/11/2021, 06:13 PM
Q1 2021 836 $1.29B +$522M -$173M +$349M TLT, FNCL, MDYV, BIL, VNQ 13F-HR 5/14/2021, 01:07 PM
Q4 2020 612 $910M +$167M -$248M -$81.6M TLT, BIV, VPU, LQD, HYG 13F-HR 2/11/2021, 02:05 PM
Q3 2020 553 $919M +$109M -$128M -$19.6M IEI, TLT, BND, SHY, FTEC 13F-HR 11/9/2020, 06:30 PM
Q2 2020 562 $918M +$164M -$138M +$26.1M IEI, BND, SHY, TLT, VPU 13F-HR 8/10/2020, 02:14 PM
Q1 2020 306 $696M $0 $0 BND, SHY, SPY, TLT, EFA 13F-HR 5/12/2020, 05:21 PM
Q4 2019 663 $1.14B +$260M -$320M -$59.8M IJH, BND, SHY, SPY, EFA 13F-HR 1/24/2020, 02:44 PM
Q3 2019 683 $1.15B +$152M -$201M -$49.3M IEI, BND, VNQ, TIP, AGG 13F-HR 11/5/2019, 04:42 PM
Q2 2019 684 $1.19B +$245M -$386M -$141M IEI, BND, SPY, BWX, HYG 13F-HR 7/18/2019, 04:08 PM
Q1 2019 680 $1.25B +$308M -$463M -$155M MDY, VNQ, SPY, BND, JNK 13F-HR 4/18/2019, 01:28 PM
Q4 2018 758 $1.29B +$397M -$560M -$163M MDY, BND, GBIL, HYG, LQD 13F-HR 1/25/2019, 01:08 PM
Q3 2018 899 $1.59B +$101M -$215M -$113M IEI, VNQ, SPY, TIP, HYG 13F-HR 10/16/2018, 06:57 PM
Q2 2018 947 $1.66B +$588M -$908M -$320M IEI, VNQ, PDBC, TIP, HYG 13F-HR 7/27/2018, 01:48 PM
Q1 2018 1,110 $1.96B +$331M -$314M +$16.3M MDY, GBIL, PDBC, BIL, HYG 13F-HR 4/6/2018, 02:42 PM
Q4 2017 1,128 $1.96B +$536M -$457M +$78.6M MDY, SPY, PDBC, BIL, HYG 13F-HR 1/25/2018, 05:13 PM
Q3 2017 1,093 $1.82B +$226M -$211M +$14.4M IEI, EFA, PDBC, HYG, BIL 13F-HR 10/3/2017, 10:38 AM
Q2 2017 1,059 $1.76B +$414M -$407M +$6.55M IEI, EFA, SPY, TUZ, HYG 13F-HR 7/14/2017, 10:31 AM
Q1 2017 1,050 $1.72B +$306M -$236M +$70.2M MDY, SPY, IEI, EFA, HYG 13F-HR 5/1/2017, 05:49 PM
Q4 2016 975 $1.59B +$534M -$479M +$54.3M MDY, SPY, IEI, PDBC, TUZ 13F-HR 1/4/2017, 07:37 PM
Q3 2016 889 $1.56B +$280M -$208M +$72.3M IEI, TUZ, BOND, HYG, SPY 13F-HR 10/4/2016, 05:21 PM
Q2 2016 835 $1.47B +$474M -$424M +$49.6M IEI, VNQ, PDBC, TUZ, BOND 13F-HR 7/14/2016, 11:22 AM
Q1 2016 821 $1.38B +$269M -$238M +$31M MDY, VNQ, AGG, BOND, TUZ 13F-HR 4/8/2016, 01:44 PM
Q4 2015 776 $1.32B +$605M -$524M +$81.5M MDY, VNQ, SPY, GSLC, IEI 13F-HR 1/5/2016, 01:25 PM
Q3 2015 682 $610M $0 $0 AGG, SPNS, BLT, IHG, R297 13F-HR 10/13/2015, 12:58 PM
Q2 2015 681 $967M +$309M -$240M +$69.5M IEI, EFA, QQQ, SPY, BOND 13F-HR 8/4/2015, 07:50 PM
Q1 2015 634 $907M +$256M -$133M +$123M MDY, VNQ, EFA, QQQ, SPY 13F-HR 5/14/2015, 03:54 PM
Q4 2014 587 $770M +$316M -$125M +$191M MDY, SPY, VNQ, QQQ, PCY 13F-HR 2/13/2015, 05:40 PM
Q3 2014 493 $567M +$114M -$132M -$18.1M IEI, SPY, VNQ, TUZ, BIL 13F-HR 11/12/2014, 06:41 PM
Q2 2014 498 $595M +$248M -$128M +$120M IEI, BIL, SPY, VNQ, TUZ 13F-HR 8/14/2014, 07:01 PM
Q1 2014 434 $468M +$137M -$78.7M +$58M MDY, BIL, BND, VNQ, SPY 13F-HR 5/14/2014, 03:17 PM
Q4 2013 435 $403M $0 $0 MDY, EFA, SPY, BOND, HYG 13F-HR 2/12/2014, 05:11 PM