Freedom Investment Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Hartford, CT
CIK
0001566653
Alternate names
Eqis Capital Management, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 758 1,255,269 SPY, DUHP, VTV, BIL 13F-HR 11/13/2024 000106299324019017
Q2 2024 772 1,221,533 SPY, BIL, DUHP, VTV 13F-HR 8/13/2024 000106299324014987
Q1 2024 786 1,247,567 BIL, SPY, DUHP, VTV 13F-HR 5/14/2024 000106299324010120
Q4 2023 744 1,227,198 BIL, SPY, DUHP, VTV 13F-HR 2/14/2024 000106299324003073
Q3 2023 674 817,420 BIL, SPY, FTEC, AGG 13F-HR 11/13/2023 000106299323020603
Q2 2023 698 891,475 SPY, BIL, TLT, AAPL 13F-HR 8/14/2023 000106299323016315
Q1 2023 697 885,068 TLT, BIL, SPY, AAPL 13F-HR 5/15/2023 000106299323011046
Q4 2022 702 888,480 BIL, TLT, VDE, FHLC 13F-HR 2/14/2023 000106299323003321
Q3 2022 724 867,419 BIL, TLT, VDE, FHLC 13F-HR 10/24/2022 000106299322021060
Q2 2022 730 936,948 TLT, BIL, FHLC, AAPL 13F-HR 8/8/2022 000106299322017470
Q1 2022 773 1,115,164 TLT, BIL, VDE, AAPL 13F-HR 5/16/2022 000106299322012507
Q4 2021 860 1,364,965 TLT, BIL, AAPL, PDP 13F-HR 2/14/2022 000106299322004176
Q3 2021 810 1,309,185 TLT, VDE, FNCL, PDP 13F-HR 11/12/2021 000106299321010679
Q2 2021 868 1,343,011 TLT, FNCL, MDYV, BIL 13F-HR 8/11/2021 000106299321007366
Q1 2021 836 1,287,408 TLT, FNCL, MDYV, BIL 13F-HR 5/14/2021 000106299321004571
Q4 2020 612 910,292 TLT, BIV, VPU, LQD 13F-HR 2/11/2021 000106299321001264
Q3 2020 553 918,631 IEI, TLT, BND, SHY 13F-HR 11/10/2020 000106299320005463
Q2 2020 563 917,954 IEI, BND, SHY, TLT 13F-HR 8/10/2020 000106299320003788
Q1 2020 665 1,131,401 IJH, BND, SHY, SPY 13F-HR 5/12/2020 000106299320002291
Q4 2019 663 1,135,138 IJH, BND, SHY, SPY 13F-HR 1/24/2020 000106299320000305
Q3 2019 683 1,150,718 IEI, BND, VNQ, TIP 13F-HR 11/5/2019 000106299319004160
Q2 2019 684 1,193,951 IEI, BND, SPY, BWX 13F-HR 7/18/2019 000106299319002951
Q1 2019 680 1,246,385 MDY, VNQ, SPY, BND 13F-HR 4/18/2019 000106299319001771
Q4 2018 758 1,285,913 MDY, BND, GBIL, HYG 13F-HR 1/25/2019 000106299319000346
Q3 2018 899 1,595,194 IEI, VNQ, SPY, TIP 13F-HR 10/17/2018 000106299318004100
Q2 2018 947 1,660,443 IEI, VNQ, PDBC, TIP 13F-HR 7/27/2018 000106299318003045
Q1 2018 1,112 1,959,066 MDY, Swan Defined Risk I, GBIL, PDBC 13F-HR 4/6/2018 000156665318000004
Q4 2017 1,130 1,957,399 MDY, Swan Defined Risk I, SPY, PDBC 13F-HR 1/25/2018 000156665318000002
Q3 2017 1,095 1,821,507 IEI, Swan Defined Risk I, EFA, PDBC 13F-HR 10/3/2017 000156665317000008
Q2 2017 1,062 1,756,046 IEI, Swan Defined Risk I, EFA, SPY 13F-HR 7/14/2017 000156665317000006
Q1 2017 1,053 1,718,950 MDY, Swan Defined Risk I, SPY, IEI 13F-HR 5/2/2017 000156665317000004
Q4 2016 979 1,593,042 MDY, Swan Defined Risk I, SPY, IEI 13F-HR 1/5/2017 000156665317000002
Q3 2016 893 1,561,132 IEI, Swan Defined Risk I, TUZ, BOND 13F-HR 10/4/2016 000156665316000018
Q2 2016 838 1,467,693 IEI, Swan Defined Risk I, VNQ, PDBC 13F-HR 7/14/2016 000156665316000016
Q1 2016 827 1,381,105 MDY, Swan Defined Risk I, VNQ, AGG 13F-HR 4/8/2016 000156665316000014
Q4 2015 778 1,318,467 MDY, Swan Defined Risk I, VNQ, SPY 13F-HR 1/5/2016 000156665316000012
Q3 2015 685 981,400 AGG, SPNS, HRB, BLT 13F-HR 10/13/2015 000156665315000009
Q2 2015 684 974,029 IEI, Swan Defined Risk I, EFA, QQQ 13F-HR 8/5/2015 000156665315000006
Q1 2015 640 906,625 MDY, Swan Defined Risk I, VNQ, EFA 13F-HR 5/14/2015 000156665315000004
Q4 2014 591 770,328 MDY, SPY, VNQ, Swan Defined Risk I 13F-HR 2/17/2015 000156665315000002
Q3 2014 493 566,799 IEI, SPY, VNQ, TUZ 13F-HR 11/13/2014 000156665314000009
Q2 2014 503 594,866 IEI, BIL, SPY, VNQ 13F-HR 8/15/2014 000156665314000007
Q1 2014 434 468,021 MDY, BIL, BND, VNQ 13F-HR 5/14/2014 000156665314000005
Q4 2013 435 402,676 MDY, EFA, SPY, BOND 13F-HR 2/12/2014 000156665314000003