The Analysis of BYRNE FINANCIAL FREEDOM, LLC's Holdings & P&L


Currently, BYRNE FINANCIAL FREEDOM, LLC holds 103 types of securities in its portfolio with a total value $209.0M. In the most recent quarter, they have increased their positions in SIVR (+72.2K shares, valued at $5.2M), META (+5.6K shares, valued at $3.2M), SPDW (+22.7K shares, valued at $1.0M); decreased their positions in PULS (-28.4K shares, valued at $1.4M), JPST (-19.7K shares, valued at $998.0K), FLQS (-15.7K shares, valued at $669.8K); initiated new positions in SIVR (+72.2K shares, valued at $5.2M), SNDA (+27.4K shares, valued at $883.2K), FTSM (+8.0K shares, valued at $478.8K).


1M P&L
+11.4M+6.21%
3M P&L
+20.9M+11.97%
HY P&L
+25.2M+14.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.1M
55.8%
2Internet Retail18.7M
10.1%
3Software - Infrastructure16.6M
9.0%

Top Industries by Stock Count

1N/A52 stocks
53.6%
2Software - Infrastructure5 stocks
5.2%
3Software - Application4 stocks
4.1%
Stock Holdings
AMZN
AMAZON COM INC
1.83%
Shares89.6K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
-2.75%
Shares61.4K
Event2026-03-31
Filed2026-04-27
ARKK
ARK ETF TR
-0.74%
Shares116.4K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
10.83%
Shares20.9K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
1.02%
Shares51.4K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
-3.38%
Shares60.2K
Event2026-03-31
Filed2026-04-27
RECS
COLUMBIA ETF TR I
-4.44%
Shares190.5K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
4.15%
Shares21.9K
Event2026-03-31
Filed2026-04-27
IUS
INVESCO EXCH TRD SLF IDX FD
2.00%
Shares127.8K
Event2026-03-31
Filed2026-04-27
NEA
NUVEEN AMT FREE QLTY MUN INC
-1.04%
Shares642.1K
Event2026-03-31
Filed2026-04-27
AAPL
APPLE INC
-5.73%
Shares25.9K
Event2026-03-31
Filed2026-04-27
KBWR
INVESCO EXCH TRADED FD TR II
0.11%
Shares82.6K
Event2026-03-31
Filed2026-04-27
ARKF
ARK ETF TR
10.46%
Shares141.1K
Event2026-03-31
Filed2026-04-27
SIVR
ABRDN SILVER ETF TRUST
New
Shares72.2K
Event2026-03-31
Filed2026-04-27
QQQM
INVESCO EXCH TRADED FD TR II
-2.51%
Shares20.8K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
1.36%
Shares6.9K
Event2026-03-31
Filed2026-04-27
PULS
PGIM ETF TR
-27.16%
Shares76.3K
Event2026-03-31
Filed2026-04-27
DIEM
FRANKLIN TEMPLETON ETF TR
3.50%
Shares105.6K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
693.76%
Shares6.4K
Event2026-03-31
Filed2026-04-27
JSI
JANUS DETROIT STR TR
17.11%
Shares68.2K
Event2026-03-31
Filed2026-04-27
SPDW
SPDR INDEX SHS FDS
44.08%
Shares74.3K
Event2026-03-31
Filed2026-04-27
AIQ
GLOBAL X FDS
1.86%
Shares68.2K
Event2026-03-31
Filed2026-04-27
FLQS
FRANKLIN TEMPLETON ETF TR
-17.99%
Shares71.5K
Event2026-03-31
Filed2026-04-27
PAVE
GLOBAL X FDS
-14.44%
Shares59.3K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
3.99%
Shares15.9K
Event2026-03-31
Filed2026-04-27
JAAA
JANUS DETROIT STR TR
3.63%
Shares53.7K
Event2026-03-31
Filed2026-04-27
FLQM
FRANKLIN TEMPLETON ETF TR
-3.98%
Shares37.5K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
-1.84%
Shares2.9K
Event2026-03-31
Filed2026-04-27
SPYG
SPDR SERIES TRUST
-21.39%
Shares19.2K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
-3.64%
Shares14.3K
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH INC
11.88%
Shares8.6K
Event2026-03-31
Filed2026-04-27
PTH
INVESCO EXCHANGE TRADED FD T
-5.50%
Shares33.7K
Event2026-03-31
Filed2026-04-27
PYLD
PIMCO ETF TR
-1.91%
Shares55.2K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
-0.81%
Shares10.6K
Event2026-03-31
Filed2026-04-27
XAR
SPDR SERIES TRUST
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
-20.36%
Shares4.0K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
-1.56%
Shares7.6K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
15.54%
Shares4.5K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
-6.73%
Shares8.9K
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES INC
20.01%
Shares5.8K
Event2026-03-31
Filed2026-04-27
XLF
SELECT SECTOR SPDR TR
0.02%
Shares19.1K
Event2026-03-31
Filed2026-04-27
SMLF
ISHARES TR
-19.44%
Shares12.4K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
6.90%
Shares3.8K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
-11.93%
Shares3.1K
Event2026-03-31
Filed2026-04-27
SNDA
SONIDA SENIOR LIVING INC
New
Shares27.4K
Event2026-03-31
Filed2026-04-27
AIRR
FIRST TR EXCHANGE TRADED FD
-6.12%
Shares7.8K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
-1.55%
Shares4.6K
Event2026-03-31
Filed2026-04-27
MOAT
VANECK ETF TRUST
-13.01%
Shares7.2K
Event2026-03-31
Filed2026-04-27
JPST
J P MORGAN EXCHANGE TRADED F
-60.93%
Shares12.6K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
-34.46%
Shares1.9K
Event2026-03-31
Filed2026-04-27
FTNT
FORTINET INC
19.81%
Shares7.8K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
21.81%
Shares4.9K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
0.58%
Shares870
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
-20.51%
Shares2.0K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
-23.85%
Shares3.8K
Event2026-03-31
Filed2026-04-27
XLP
SELECT SECTOR SPDR TR
-3.57%
Shares6.0K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
-8.69%
Shares1.4K
Event2026-03-31
Filed2026-04-27
FTXL
FIRST TR EXCHANGE TRADED FD
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES TR
26.81%
Shares5.3K
Event2026-03-31
Filed2026-04-27
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
-1.08%
Shares6.2K
Event2026-03-31
Filed2026-04-27
XBI
SPDR SERIES TRUST
-2.00%
Shares3.6K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
0.56%
Shares1.6K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
0.00%
Shares512
Event2026-03-31
Filed2026-04-27
DXJ
WISDOMTREE TR
-4.25%
Shares2.8K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
1.35%
Shares2.3K
Event2026-03-31
Filed2026-04-27
LOW
LOWES COS INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
New
Shares629
Event2026-03-31
Filed2026-04-27
VFLO
VICTORY PORTFOLIOS II
-1.09%
Shares10.1K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
-4.22%
Shares4.9K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES INC
-4.20%
Shares5.3K
Event2026-03-31
Filed2026-04-27
PWR
QUANTA SVCS INC
0.00%
Shares681
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
VIG
VANGUARD SPECIALIZED FUNDS
0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-27
EEM
ISHARES TR
0.16%
Shares6.3K
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
-16.34%
Shares1.4K
Event2026-03-31
Filed2026-04-27
XHB
SPDR SERIES TRUST
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
0.02%
Shares5.0K
Event2026-03-31
Filed2026-04-27
TLT
ISHARES TR
44.15%
Shares3.9K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
-1.54%
Shares6.9K
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
-3.04%
Shares2.1K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
0.05%
Shares2.1K
Event2026-03-31
Filed2026-04-27
MUNI
PIMCO ETF TR
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-27
ETFS GOLD TR
ETFS GOLD TR
New
Shares6.6K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
-1.48%
Shares3.3K
Event2026-03-31
Filed2026-04-27
SPYV
SPDR SERIES TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-27
CIBR
FIRST TR EXCHANGE-TRADED FD
34.19%
Shares4.5K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
-3.33%
Shares1.3K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
2.25%
Shares1.7K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
0.00%
Shares619
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
New
Shares3.7K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
-34.30%
Shares249
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
-66.98%
Shares497
Event2026-03-31
Filed2026-04-27
SAP
SAP SE
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
SPLB
SPDR SERIES TRUST
New
Shares10.7K
Event2026-03-31
Filed2026-04-27
U
UNITY SOFTWARE INC
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
RWJ
INVESCO EXCH TRADED FD TR II
-3.88%
Shares4.4K
Event2026-03-31
Filed2026-04-27
PANW
PALO ALTO NETWORKS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
0.30%
Shares1.0K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
New
Shares1.6K
Event2026-03-31
Filed2026-04-27
CIEN
CIENA CORP
New
Shares525
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares600
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available