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FreeGulliver LLC

SEC CIK
0002032561
Latest filing
Aug 11, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
92
+3 vs. Q4 2024
Portfolio value
$197.2M
+$5.61M (+2.9%) vs. Q4 2024
Filed
May 6, 2025
SEC
Holdings of FreeGulliver LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMJPMorgan Chase & CoStock211,200$51.8M26.3%−132−0.1%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF220,203$30.3M15.3%+19,858+9.9%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF154,648$12.8M6.5%+5,159+3.5%Added–
First Tr Exchng Traded FD VI33740U778VEST BUFFERED332,383$7.91M4.0%+76,377+29.8%Added–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM64,369$7.32M3.7%+34,897+118.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF35,298$6.85M3.5%−3,240−8.4%Reduced–
SPYSPDR S&P 500 ETF TrustETF12,073$6.75M3.4%+1,359+12.7%AddedHistory
SPDR Series Trust78464A805ST STR PR SP150095,512$6.50M3.3%+877+0.9%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF190,747$5.66M2.9%+43,479+29.5%Added–
UNHUnitedHealth Group IncStock10,031$5.25M2.7%+13+0.1%AddedHistory
Schwab US Dividend Equity ETF808524797ETF152,100$4.25M2.2%+3,313+2.2%Added–
iShares Tr4642874407-10 YR TRSY BD43,614$4.16M2.1%+1,915+4.6%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF9,561$2.47M1.3%−372−3.7%Reduced–
GLDSPDR Gold TrustETF8,221$2.37M1.2%00.0%UnchangedHistory
iShares Tr46435G219INVT GRAD SY ETF52,343$2.36M1.2%+1,257+2.5%Added–
FHNFirst Horizon CorpCOM100,279$1.95M1.0%−814−0.8%ReducedHistory
AAPLApple Inc.Stock7,605$1.69M0.9%−216−2.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,842$1.60M0.8%−102−3.5%Reduced–
SYYSysco CorpStock19,175$1.44M0.7%+13+0.1%AddedHistory
KOCoca Cola CoStock19,764$1.42M0.7%+83+0.4%AddedHistory
John Hancock Exchange Traded47804J206MULTIFACTOR MI22,390$1.28M0.7%−62,787−73.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF2,611$1.22M0.6%−12−0.5%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF33,470$1.22M0.6%+600+1.8%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF14,787$1.19M0.6%−1,719−10.4%Reduced–
NOCNorthrop Grumman CorpStock2,009$1.03M0.5%−10.0%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F15,799$981.1K0.5%+448+2.9%Added–
MSFTMicrosoft CorpStock2,523$947.4K0.5%+219+9.5%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,460$919.5K0.5%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF13,684$899.9K0.5%−4,188−23.4%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF3,248$892.9K0.5%−51−1.5%Reduced–
iShares Russell 2000 ETF464287655ETF4,299$857.6K0.4%−3,236−42.9%Reduced–
Vanguard S&P 500 ETF922908363ETF1,577$810.9K0.4%−150−8.7%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF3,598$798.0K0.4%−320−8.2%Reduced–
First Tr Exchange-Traded FD33733B100WTR ETF7,911$796.8K0.4%+344+4.5%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD50,467$687.9K0.3%+1,941+4.0%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF24,856$634.8K0.3%+1,100+4.6%Added–
STLNStarling Oncology, Inc.COM544,361$620.6K0.3%−56,386−9.4%ReducedHistory
AMZNAmazon Com IncStock3,195$607.9K0.3%−72−2.2%ReducedHistory
GOOGLAlphabet Inc.Stock3,607$557.8K0.3%−8−0.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF5,098$533.2K0.3%+366+7.7%Added–
VVisa Inc.Stock1,510$529.4K0.3%+9+0.6%AddedHistory
Global X Uranium ETF37954Y871ETF20,602$472.2K0.2%+1,399+7.3%Added–
AONAon plcCL A1,118$446.2K0.2%+5+0.4%AddedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF17,586$442.5K0.2%−848−4.6%Reduced–
DIBS1stdibs.com, Inc.COM143,112$435.1K0.2%+143,112NewHistory
XOMExxonMobil Holdings CorpCOM3,564$423.9K0.2%+105+3.0%AddedHistory
VNCEVince Holding Corp.COM NEW218,646$419.8K0.2%+218,646NewHistory
VICIVici Properties Inc.COM12,806$417.8K0.2%+85+0.7%AddedHistory
PFEPfizer IncStock15,626$396.0K0.2%+104+0.7%AddedHistory
KKRKKR & Co. Inc.COM3,363$388.8K0.2%−864−20.4%ReducedHistory
WVVIWillamette Valley Vineyards IncCOM64,715$384.4K0.2%+64,715NewHistory
ADMArcher-Daniels-Midland CoStock8,000$384.1K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock716$381.3K0.2%+36+5.3%AddedHistory
METAMeta Platforms, Inc.Stock655$377.6K0.2%+86+15.1%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF3,144$369.4K0.2%−305−8.8%Reduced–
CLOVClover Health Investments, Corp.COM CL A95,500$342.8K0.2%+5,500+6.1%AddedHistory
SLFSun Life Financial IncCOM5,872$336.2K0.2%−52−0.9%ReducedHistory
NVDANVIDIA CorpStock3,047$330.2K0.2%+235+8.4%AddedHistory
METMetlife IncStock3,879$311.4K0.2%+23+0.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF2,899$305.7K0.2%00.0%Unchanged–
ORCLOracle CorpStock2,169$303.2K0.2%−16−0.7%ReducedHistory
DISWalt Disney CoStock3,028$298.9K0.2%+12+0.4%AddedHistory
AVGOBroadcom Inc.Stock1,764$295.3K0.1%+79+4.7%AddedHistory
BDXBecton Dickinson & CoStock1,277$292.5K0.1%+6+0.5%AddedHistory
EPDEnterprise Products Partners L.P.Stock8,388$286.4K0.1%00.0%UnchangedHistory
Innovator ETFs Trust45784N304US SMALL CAP POW11,108$273.2K0.1%00.0%Unchanged–
SJMJ M SMUCKER CoStock2,304$272.8K0.1%+4+0.2%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF6,870$270.5K0.1%00.0%Unchanged–
HRLHormel Foods CorpCOM8,715$269.6K0.1%+15+0.2%AddedHistory
Vanguard Real Estate ETF922908553ETF2,937$266.0K0.1%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF1,014$260.6K0.1%−2−0.2%Reduced–
iShares Tr464288760US AER DEF ETF1,700$260.3K0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF4,963$252.3K0.1%−26−0.5%Reduced–
TPLTexas Pacific Land CorpStock190$251.7K0.1%+190NewHistory
HWCHancock Whitney CorpCOM4,610$241.8K0.1%+10.0%AddedHistory
CVXChevron CorpStock1,395$233.4K0.1%−554−28.4%ReducedHistory
WMTWalmart Inc.Stock2,600$228.3K0.1%+76+3.0%AddedHistory
MZTIMarzetti CoCOM1,300$227.5K0.1%00.0%UnchangedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW2,300$225.0K0.1%+2,300NewHistory
LMTLockheed Martin CorpStock503$224.7K0.1%+6+1.2%AddedHistory
BENFranklin Templeton IncCOM11,414$219.7K0.1%+14+0.1%AddedHistory
FLOFlowers Foods IncCOM11,501$218.6K0.1%+10.0%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF2,112$218.5K0.1%−100−4.5%Reduced–
PCGPG&E CorpStock12,492$214.6K0.1%+29+0.2%AddedHistory
TROWPrice T Rowe Group IncStock2,306$211.9K0.1%+2,306NewHistory
MCHPMicrochip Technology IncStock4,376$211.8K0.1%+14+0.3%AddedHistory
ROOTRoot, Inc.CL A NEW1,500$200.2K0.1%−1,300−46.4%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM11,198$125.1K0.1%−114−1.0%ReducedHistory
LLYEli Lilly & CoStock122$100.8K0.1%−185−60.3%ReducedHistory
REFRResearch Frontiers IncCOM20,000$22.6K<0.1%00.0%UnchangedHistory
STLNWStarling Oncology, Inc.EQUITY WRT18,500$501<0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR1$69<0.1%−151−99.3%ReducedHistory

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of FreeGulliver LLC in Q1 2025
SecurityClassPutsCalls
NVONovo Nordisk A SADR–$2.99M
LLYEli Lilly & CoStock–$1.24M
SPYSPDR S&P 500 ETF TrustETF$950.8K–
CLOVClover Health Investments, Corp.COM CL A–$313.0K
DIBS1stdibs.com, Inc.COM–$50.2K

Sold out since Q4 2024 (3)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of FreeGulliver LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
NFGNational Fuel Gas CoStock3,800$230.6K0.1%History
LMNDLemonade, Inc.Stock5,950$218.2K0.1%History
ALVOWAlvotech*W EXP 06/15/20255,400$172.3K0.1%History