13FBOX
Freedman Financial Associates, Inc. · 13F Holdings
Options Calculator Rankings

Freedman Financial Associates, Inc.

No.10152 Data as of Q2 2022
Latest AUM (Q2 2022)
$143.5M
QoQ Change Q1 2022
-$1.7M-1.2%
Holdings
488
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
488
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2022 ValueQ2 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVXF
14.83%14.65%$21.3M126,338$21.3M126,33800.00%Unchanged
IISHARES RUSSELLIWF
11.33%11.19%$16.3M57,381$16.3M57,38100.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
9.6%9.48%$13.8M84,480$13.8M84,48000.00%Unchanged
COMCAST CORP NEW CL ACMCSA
6.66%6.58%$9.6M198,542$9.6M198,54200.00%Unchanged
IINVESCO EXCHANGE TRADED FD TPWV
5.69%5.63%$8.2M166,919$8.2M166,91900.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
5.14%5.08%$7.4M16,150$7.4M16,15000.00%Unchanged
IISHARES COREIJR
2.94%2.9%$4.2M38,795$4.2M38,79500.00%Unchanged
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
2.57%2.54%$3.7M35,737$3.7M35,73700.00%Unchanged
IISHARES TRIWS
1.85%1.83%$2.7M22,052$2.7M22,05200.00%Unchanged
APPLE INCAAPL
1.81%1.78%$2.6M14,512$2.6M14,51200.00%Unchanged
IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT
1.32%1.3%$1.9M14,980$1.9M14,98000.00%Unchanged
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
1.12%1.11%$1.6M15,742$1.6M15,74200.00%Unchanged
MICROSOFT CORPMSFT
1.12%1.1%$1.6M5,085$1.6M5,08500.00%Unchanged
LPL FINL HLDGS INCLPLA
1.02%1.01%$1.5M7,962$1.5M7,96200.00%Unchanged
AAlphabet Inc Class CGOOG
1%0.98%$1.4M497$1.4M49700.00%Unchanged
IISHARES RUSSELLIWB
0.92%0.91%$1.3M5,210$1.3M5,21000.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.9%0.89%$1.3M5,621$1.3M5,62100.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
0.86%0.85%$1.2M23,587$1.2M23,58700.00%Unchanged
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
0.82%0.81%$1.2M37,000$1.2M37,00000.00%Unchanged
SSPDR SERIES TRUSTSDY
0.81%0.8%$1.2M9,030$1.2M9,03000.00%Unchanged
MORGAN STANLEYMS
0.77%0.76%$1.1M12,714$1.1M12,71400.00%Unchanged
AAT&T INCT
0.7%0.69%$1.0M41,682$1.0M41,68200.00%Unchanged
BBANK OF AMER CORPBAC
0.63%0.62%$904,00022,148$904,00022,14800.00%Unchanged
IISHARES S&PIVE
0.63%0.62%$902,0005,775$902,0005,77500.00%Unchanged
IISHARES TRIWD
0.56%0.56%$808,0004,854$808,0004,85400.00%Unchanged
LOWES COS INC COMLOW
0.55%0.55%$794,0003,891$794,0003,89100.00%Unchanged
JPMORGAN CHASE & COJPM
0.54%0.53%$769,0005,660$769,0005,66000.00%Unchanged
PIEDMONT REALTY TRUST INCPDM
0.51%0.51%$735,00043,365$735,00043,36500.00%Unchanged
PROCTER & GAMBLE COPG
0.51%0.5%$730,0004,739$730,0004,73900.00%Unchanged
EXXON MOBIL CORPXOM
0.45%0.45%$648,0007,787$648,0007,78700.00%Unchanged
IISHARES TRIVV
0.43%0.43%$618,0001,348$618,0001,34800.00%Unchanged
HOME DEPOT INCHD
0.4%0.39%$573,0001,875$573,0001,87500.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
0.4%0.39%$572,0005,085$572,0005,08500.00%Unchanged
PFIZER INCPFE
0.36%0.36%$519,00010,185$519,00010,18500.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
0.34%0.34%$491,0006,294$491,0006,29400.00%Unchanged
JOHNSON & JOHNSONJNJ
0.34%0.33%$485,0002,751$485,0002,75100.00%Unchanged
IISHARES RUSSELLIWM
0.33%0.32%$468,0002,251$468,0002,25100.00%Unchanged
IISHARES TRIVW
0.33%0.32%$467,0006,004$467,0006,00400.00%Unchanged
GE AEROSPACEGE
0.31%0.3%$442,0004,805$442,0004,80500.00%Unchanged
HONEYWELL INTL INCHON
0.28%0.28%$408,0002,079$408,0002,07900.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.28%0.28%$405,0005,432$405,0005,43200.00%Unchanged
TESLA INCTSLA
0.28%0.47%$403,800600$688,00060000.00%Unchanged
IISHARES TRUSMV
0.27%0.27%$391,0004,994$391,0004,99400.00%Unchanged
MERCK & CO INCMRK
0.27%0.27%$386,0004,618$386,0004,61800.00%Unchanged
IISHARES COREIJH
0.26%0.26%$380,0001,408$380,0001,40800.00%Unchanged
BROADCOM INCAVGO
0.26%0.26%$372,000585$372,00058500.00%Unchanged
IISHARES TRIEFA
0.26%0.25%$366,0005,200$366,0005,20000.00%Unchanged
IISHARES TRIJJ
0.24%0.23%$340,0003,100$340,0003,10000.00%Unchanged
IISHARES TRDVY
0.24%0.23%$339,0002,645$339,0002,64500.00%Unchanged
VVANGUARD INDEX FDSVNQ
0.22%0.22%$313,0002,848$313,0002,84800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow