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  Name: FREEDOM WEALTH ALLIANCE LLC
  City: BROOKFIELD
  State: WI
  Zip: 53045
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $60,789,000
  Total Value Change : $-10,835,000
  Securities Held Change : -17
   
All Securities Held : 47
  New Positions : 7
  Closed Positions : 24
  Increased Positions : 15
  Unchanged Positions : 2
  Decreased Positions : 23

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 1 - $61.70 $13,462,000 270,045 22.15% -324,000 8,010 0.138    Closed - End Fund - Debt
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 2 - $61.41 $7,375,000 147,392 12.13% -22,000 2,446 0.158    Closed - End Fund - Debt
   (YYY)1 Year Chart         YYY Amplify High Income Etf 6 - $17.68 $4,291,000 386,190 7.06% -83,000 17,695 2.476    N/A
   (PCEF)1 Year Chart         PCEF Invesco CEF Income Composit... 10 - $18.57 $1,179,000 68,922 1.94% -41,000 2,572 0.193    Closed - End Fund - E...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 14 - $55.63 $720,000 15,662 1.18% -16,000 444 0.001    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 16 - $71.74 $606,000 8,690 1% 0 383 0.001    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 19 - $120.62 $568,000 5,302 0.93% 34,000 108 0.001    Asset Management
   (XMPT)1 Year Chart         XMPT Vaneck Vectors Cef Municipa... 20 - $0.00 $545,000 28,824 0.9% -67,000 60 0.531    N/A
   (MDIV)1 Year Chart         MDIV First Trust Vi Multi Asset ... 27 - $15.99 $343,000 23,495 0.56% 64,000 4,802 0.074    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 28 - $77.06 $331,000 4,402 0.54% 8,000 146 0.001    N/A
   (DE)1 Year Chart         DE Deere & Co 29 - $391.48 $318,000 843 0.52% 37,000 156 0    Farm & Construction M...
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 33 - $13.86 $239,000 15,731 0.39% -9,000 120 0.013    REIT - Diversified
   (FCEF)1 Year Chart         FCEF First Trust Cef Income Oppo... 38 - $0.00 $216,000 11,567 0.36% 12,000 1,121 0.606    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 39 - $7.19 $177,000 22,167 0.29% 37,000 6,900 0.003    N/A
      14 Records Found
  1    
Page 1 of 1
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