• 13F History

Freedom Investment Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.2B
Signature - Title
Andrew Lucich - Chief Compliance Officer
Location
Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by Freedom Investment Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Freedom Investment Management, Inc. reported 751 stock holdings with total value $1.2B as of Q4 2024. Top holdings included SPY, DUHP, VTV, DFIC, and IVLU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 751 $1.2B +$93.6M -$125M -$31.5M SPY, DUHP, VTV, DFIC, IVLU 13F-HR 2/13/2025, 04:05 PM
Q3 2024 758 $1.26B +$140M -$171M -$30.4M SPY, DUHP, VTV, BIL, DFIC 13F-HR 11/13/2024, 04:23 PM
Q2 2024 772 $1.22B +$152M -$177M -$24M SPY, BIL, DUHP, VTV, FJAN 13F-HR 8/13/2024, 05:04 PM
Q1 2024 782 $1.25B +$128M -$162M -$34.3M BIL, SPY, DUHP, VTV, FJAN 13F-HR 5/14/2024, 10:22 AM
Q4 2023 742 $1.23B +$442M -$104M +$339M BIL, SPY, DUHP, VTV, FMAY 13F-HR 2/14/2024, 10:20 AM
Q3 2023 775 $817M +$143M -$182M -$38.4M BIL, SPY, FTEC, AGG, AAPL 13F-HR 11/13/2023, 01:12 PM
Q2 2023 798 $891M +$172M -$187M -$14.8M SPY, BIL, TLT, AAPL, SGOL 13F-HR 8/14/2023, 07:01 AM
Q1 2023 695 $885M +$200M -$160M +$40.4M TLT, BIL, SPY, AAPL, FHLC 13F-HR 5/15/2023, 11:35 AM
Q4 2022 701 $888M +$96.2M -$63M +$33.2M BIL, TLT, VDE, FHLC, RSPT 13F-HR 2/14/2023, 01:14 PM
Q3 2022 722 $862M +$102M -$65.5M +$36.7M BIL, TLT, VDE, FHLC, AAPL 13F-HR 10/24/2022, 04:43 PM
Q2 2022 727 $926M +$145M -$138M +$7.28M TLT, BIL, FHLC, AAPL, VDE 13F-HR 8/8/2022, 03:07 PM
Q1 2022 772 $1.1B +$230M -$245M -$14.6M TLT, BIL, VDE, AAPL, RSPT 13F-HR 5/16/2022, 11:13 AM
Q4 2021 860 $1.35B +$175M -$126M +$49.2M TLT, BIL, AAPL, PDP, MDYV 13F-HR 2/14/2022, 01:58 PM
Q3 2021 809 $1.3B +$184M -$203M -$18.8M TLT, VDE, FNCL, PDP, MDYV 13F-HR 11/12/2021, 12:32 PM
Q2 2021 868 $1.34B +$150M -$160M -$9.55M 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 611 $910M +$167M -$121M +$46.1M TLT, BIV, VPU, LQD, HYG 13F-HR 2/11/2021, 01:05 PM
Q3 2020 552 $919M +$109M -$96.6M +$12M IEI, TLT, BND, SHY, FTEC 13F-HR 11/9/2020, 05:30 PM
Q2 2020 562 $917M IEI, BND, SHY, TLT, VPU 13F-HR 8/10/2020, 02:14 PM
Q1 2020 187 $463M BND, SHY, TLT, SJNK, LQD 13F-HR 5/12/2020, 05:21 PM
Q4 2019 662 $1.13B +$260M -$269M -$8.85M IJH, BND, SHY, SPY, EFA 13F-HR 1/24/2020, 01:44 PM
Q3 2019 682 $1.15B +$152M -$131M +$20.5M IEI, BND, VNQ, TIP, AGG 13F-HR 11/5/2019, 03:42 PM
Q2 2019 682 $1.19B +$245M -$252M -$6.86M IEI, BND, SPY, BWX, HYG 13F-HR 7/18/2019, 04:08 PM
Q1 2019 678 $1.25B +$308M -$335M -$27.5M MDY, VNQ, SPY, BND, JNKXXXX 13F-HR 4/18/2019, 01:28 PM
Q4 2018 756 $1.29B +$397M -$416M -$18.5M MDY, BND, GBIL, HYG, LQD 13F-HR 1/25/2019, 12:08 PM
Q3 2018 881 $1.58B +$101M -$110M -$9.62M IEI, VNQ, SPY, TIP, HYG 13F-HR 10/16/2018, 06:57 PM
Q2 2018 944 $1.66B +$587M -$386M +$202M IEI, VNQ, PDBC, TIP, HYG 13F-HR 7/27/2018, 01:48 PM
Q1 2018 1,102 $1.95B +$328M -$199M +$129M MDY, GBIL, PDBCXXXX, BILXXXX, HYG 13F-HR 4/6/2018, 02:42 PM
Q4 2017 1,124 $1.95B +$535M -$328M +$207M MDY, SPY, PDBCXXXX, BILXXXX, HYG 13F-HR 1/25/2018, 04:13 PM
Q3 2017 1,089 $1.81B +$225M -$116M +$109M IEI, EFA, PDBCXXXX, HYG, BILXXXX 13F-HR 10/3/2017, 10:38 AM
Q2 2017 1,054 $1.75B +$413M -$341M +$72.5M IEI, EFA, SPY, TUZ, HYG 13F-HR 7/14/2017, 10:31 AM
Q1 2017 1,044 $1.71B +$305M -$138M +$167M MDY, SPY, IEI, EFA, HYG 13F-HR 5/1/2017, 05:49 PM
Q4 2016 969 $1.59B +$532M -$331M +$201M MDY, SPY, IEI, PDBCXXXX, TUZ 13F-HR 1/4/2017, 06:37 PM
Q3 2016 887 $1.56B +$278M -$98.9M +$180M IEI, TUZ, BOND, HYG, SPY 13F-HR 10/4/2016, 05:21 PM
Q2 2016 833 $1.46B +$473M -$364M +$109M IEI, VNQ, PDBCXXXX, TUZ, BOND 13F-HR 7/14/2016, 11:22 AM
Q1 2016 819 $1.37B +$269M -$118M +$151M MDY, VNQ, AGG, BOND, TUZ 13F-HR 4/8/2016, 01:44 PM
Q4 2015 774 $1.32B MDY, VNQ, SPY, GSLC, IEI 13F-HR 1/5/2016, 12:25 PM
Q3 2015 131 $376M AGG, SPNS, ROST, VCIT, AGZ 13F-HR 10/13/2015, 12:58 PM
Q2 2015 674 $962M +$308M -$191M +$117M IEI, EFA, QQQXXXX, SPY, BOND 13F-HR 8/4/2015, 07:50 PM
Q1 2015 634 $907M +$256M -$82.3M +$174M MDY, VNQ, EFA, QQQXXXX, SPY 13F-HR 5/14/2015, 03:54 PM
Q4 2014 587 $770M +$316M -$103M +$214M MDY, SPY, VNQ, QQQXXXX, PCYXXXX 13F-HR 2/13/2015, 04:40 PM
Q3 2014 493 $567M +$114M -$48.9M +$65.5M IEI, SPY, VNQ, TUZ, BILXXXX 13F-HR 11/12/2014, 05:41 PM
Q2 2014 496 $594M +$248M -$44.3M +$204M IEI, BILXXXX, SPY, VNQ, TUZ 13F-HR 8/14/2014, 07:01 PM
Q1 2014 434 $468M +$137M -$32.2M +$104M MDY, BILXXXX, BND, VNQ, SPY 13F-HR 5/14/2014, 03:17 PM
Q4 2013 435 $402M MDY, EFA, SPY, BOND, HYG 13F-HR 2/12/2014, 04:11 PM