13F-HR filed by BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-29, with 97 holding rows worth $176,005,043.
- Accession
- 0001951757-25-000474
- Filer
- CIK 2063947
- Filed
- 2025-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 97 entries on the cover page, a total value of $176,005,043 stated on the cover page (in dollars after the unit check, H1), rows summing to $176,005,043 with VALUE read as dollars as filed, 13F file number 028-25516. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 87,859 | $16,716,035 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 56,981 | $8,902,175 | dollars as filed | |
| Apple Inc | 037833100 | COM | 35,726 | $7,935,859 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 162,860 | $7,748,879 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 686,074 | $7,684,030 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 18,748 | $7,037,977 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P876 | US SML CP MLTFCT | 176,599 | $6,956,245 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 118,046 | $6,257,633 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 62,652 | $5,513,405 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 28,467 | $5,494,599 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 59,590 | $5,231,380 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 144,062 | $4,791,508 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 56,533 | $4,771,418 | dollars as filed | |
| INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | 46137V852 | ETF | 119,096 | $4,699,522 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 93,287 | $4,604,663 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,658 | $4,405,351 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 33,036 | $3,639,952 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 103,729 | $3,555,834 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 7,517 | $3,525,083 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E578 | BLOOM DATA ETF | 61,661 | $3,462,879 | dollars as filed | |
| WISDOMTREE TR | 97717Y691 | CMN | 93,609 | $3,037,636 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 52,730 | $2,622,278 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4,612 | $2,415,296 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 28,651 | $2,302,677 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,699 | $2,069,067 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 54,014 | $2,037,939 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 8,568 | $1,691,797 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 10,334 | $1,508,843 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,044 | $1,413,715 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 16,410 | $1,340,174 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 6,259 | $1,292,358 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 2,022 | $1,241,554 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 17,400 | $1,141,266 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 7,387 | $1,134,726 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,456 | $1,108,032 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,928 | $1,073,213 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 21,089 | $1,050,457 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,262 | $1,045,512 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 6,137 | $986,133 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,966 | $978,135 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 14,929 | $974,127 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 9,071 | $873,146 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 20,699 | $842,439 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 15,895 | $804,757 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 34,144 | $668,881 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,888 | $663,448 | dollars as filed | |
| FRANKLIN LIBERTY HIGH YIELD | 35473P629 | LIBERTY HI YLD | 27,097 | $645,729 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,448 | $621,898 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 13,576 | $593,422 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L706 | RESH ENHNC COR | 17,244 | $572,672 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,389 | $562,111 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,642 | $552,060 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,402 | $537,710 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 5,087 | $452,711 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 775 | $446,516 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,839 | $428,909 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,000 | $419,131 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,770 | $417,784 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 453 | $374,497 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 4,102 | $373,867 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,160 | $370,473 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 4,567 | $370,401 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,061 | $345,035 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,993 | $339,834 | dollars as filed | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 3,461 | $335,402 | dollars as filed | |
| SPDW | 78463X889 | COM | 8,963 | $326,352 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,662 | $322,453 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 712 | $318,216 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 5,950 | $306,723 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 2,329 | $305,214 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,949 | $301,422 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,201 | $300,512 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,257 | $298,969 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 4,100 | $298,707 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,138 | $294,924 | dollars as filed | |
| IJH | 464287507 | COM | 5,039 | $294,025 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,742 | $289,172 | dollars as filed | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 4,797 | $288,732 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,040 | $277,393 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 3,852 | $272,297 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 5,100 | $260,457 | dollars as filed | |
| PIMCO ETF TR | 72201R882 | 25YR ZERO U S | 3,523 | $252,355 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,678 | $251,526 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,058 | $250,609 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 861 | $248,088 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,696 | $247,865 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 856 | $229,736 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 805 | $227,753 | dollars as filed | |
| NUVEEN MASS QUALITY MUN INC | 67061E104 | COM | 18,384 | $217,663 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,771 | $216,422 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 708 | $216,254 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 385 | $202,491 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,029 | $200,300 | dollars as filed | |
| ARBOR REALTY TRUST INC | 038923108 | COM | 14,391 | $169,092 | dollars as filed | |
| FLAHERTY & CRUMRINE PFD INCO | 338480106 | COM | 10,600 | $118,932 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 14,000 | $94,150 | dollars as filed | |
| FLAHERTY & CRUMRINE PFD INCO | 33848E106 | COM | 10,200 | $94,044 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000474 | this filing | 2025-04-29 | acceptance time not in the bulk data set |