13F Filings History of FREEDOM WEALTH ALLIANCE, LLC

Latest 13F report
Q3 2023 - 30 Oct 2023
Value $
$60,786,992
Signature - Title
Kurt R. Rozman - PRESIDENT
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by FREEDOM WEALTH ALLIANCE, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FREEDOM WEALTH ALLIANCE, LLC reported 47 stock holdings with total value $60,786,992 as of Q3 2023. Top holdings included SCHB, SPHQ, SPLG, CFO, and DGRW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 47 $60,786,992 +$1,543,074 -$9,158,752 -$7,615,678 SCHB, SPHQ, SPLG, CFO, DGRW 13F-HR 30 Oct 2023, 13:11
Q2 2023 64 $71,618,234 +$6,784,441 -$5,359,171 +$1,425,270 SCHB, SPHQ, SPLG, CFO, DGRW 13F-HR 17 Jul 2023, 19:09
Q1 2023 63 $66,561,070 +$5,809,981 -$12,564,386 -$6,754,405 SCHB, SPHQ, CFO, DGRW, YYY 13F-HR 25 Apr 2023, 12:21
Q4 2022 482 $70,920,198 $0 $0 $0 SCHB, CFO, SPHQ, BIL, DGRW 13F-HR 14 Feb 2023, 17:10