0001085146-23-001865.txt : 20230425
0001085146-23-001865.hdr.sgml : 20230425
20230425122114
ACCESSION NUMBER: 0001085146-23-001865
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230425
DATE AS OF CHANGE: 20230425
EFFECTIVENESS DATE: 20230425
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FREEDOM WEALTH ALLIANCE, LLC
CENTRAL INDEX KEY: 0001941346
IRS NUMBER: 464951227
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23087
FILM NUMBER: 23843393
BUSINESS ADDRESS:
STREET 1: 675 NORTH BARKER ROAD
STREET 2: SUITE 220
CITY: BROOKFIELD
STATE: WI
ZIP: 53045
BUSINESS PHONE: (262) 798-7979
MAIL ADDRESS:
STREET 1: 675 NORTH BARKER ROAD
STREET 2: SUITE 220
CITY: BROOKFIELD
STATE: WI
ZIP: 53045
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
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0001941346
XXXXXXXX
03-31-2023
03-31-2023
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FREEDOM WEALTH ALLIANCE, LLC
675 NORTH BARKER ROAD
SUITE 220
BROOKFIELD
WI
53045
13F HOLDINGS REPORT
028-23087
000170456
801-79331
N
KURT R. ROZMAN
PRESIDENT
262-798-7979
/s/KURT R. ROZMAN
BROOKFIELD
WI
04-24-2023
0
63
66561070
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
00287Y109
498738
3129
SH
SOLE
0
0
3129
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
276540
14655
SH
SOLE
0
0
14655
ADTRAN HOLDINGS INC
COM
00486H105
215331
13577
SH
SOLE
0
0
13577
ADVISORSHARES TR
RANGER EQUITY BE
00768Y412
256919
10103
SH
SOLE
0
0
10103
ALPHABET INC
CAP STK CL A
02079K305
233081
2247
SH
SOLE
0
0
2247
AMAZON COM INC
COM
023135106
398080
3854
SH
SOLE
0
0
3854
AMPLIFY ETF TR
HIGH INCOME
032108847
3842631
329557
SH
SOLE
0
0
329557
APPLE INC
COM
037833100
2653328
16091
SH
SOLE
0
0
16091
ARAVIVE INC
COM
03890D108
27824
13912
SH
SOLE
0
0
13912
ARBOR REALTY TRUST INC
COM
038923108
150124
13066
SH
SOLE
0
0
13066
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
294875
955
SH
SOLE
0
0
955
BLACKSTONE INC
COM
09260D107
514655
5859
SH
SOLE
0
0
5859
CRESUD S A C I F Y A
SPONSORED ADR
226406106
359338
56411
SH
SOLE
0
0
56411
DEERE & CO
COM
244199105
252644
612
SH
SOLE
0
0
612
DEVON ENERGY CORP NEW
COM
25179M103
424893
8395
SH
SOLE
0
0
8395
DUFF & PHELPS UTLITY AND INF
COM
26433C105
227077
17035
SH
SOLE
0
0
17035
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
1596918
21894
SH
SOLE
0
0
21894
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
33738R100
274030
18693
SH
SOLE
0
0
18693
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
689207
15360
SH
SOLE
0
0
15360
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
228711
5695
SH
SOLE
0
0
5695
GAMCO GLOBAL GOLD NAT RES &
COM SH BEN INT
36465A109
164096
44835
SH
SOLE
0
0
44835
GRANITESHARES ETF TR
HIPS US HIGH INC
38747R306
120258
10200
SH
SOLE
0
0
10200
HONEYWELL INTL INC
COM
438516106
301688
1579
SH
SOLE
0
0
1579
HP INC
COM
40434L105
218804
7455
SH
SOLE
0
0
7455
INTEL CORP
COM
458140100
405761
12420
SH
SOLE
0
0
12420
INTERNATIONAL BUSINESS MACHS
COM
459200101
352459
2689
SH
SOLE
0
0
2689
INVESCO EXCH TRADED FD TR II
CEF INM COMPSI
46138E404
958716
52619
SH
SOLE
0
0
52619
INVESCO EXCH TRADED FD TR II
FNDMNTL HY CRP
46138E719
453964
25926
SH
SOLE
0
0
25926
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
6919613
146230
SH
SOLE
0
0
146230
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
1064645
19499
SH
SOLE
0
0
19499
MGE ENERGY INC
COM
55277P104
213903
2754
SH
SOLE
0
0
2754
MICROSOFT CORP
COM
594918104
810920
2813
SH
SOLE
0
0
2813
MUELLER WTR PRODS INC
COM SER A
624758108
246961
17716
SH
SOLE
0
0
17716
ORASURE TECHNOLOGIES INC
COM
68554V108
155388
25684
SH
SOLE
0
0
25684
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
640361
6452
SH
SOLE
0
0
6452
QUALCOMM INC
COM
747525103
207056
1623
SH
SOLE
0
0
1623
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1260038
36208
SH
SOLE
0
0
36208
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
248439
5092
SH
SOLE
0
0
5092
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
667060
14220
SH
SOLE
0
0
14220
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
12547289
262221
SH
SOLE
0
0
262221
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
211871
2896
SH
SOLE
0
0
2896
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
3823094
41637
SH
SOLE
0
0
41637
SPDR SER TR
BLOOMBERG SHORT
78464A334
320586
11756
SH
SOLE
0
0
11756
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
673506
14385
SH
SOLE
0
0
14385
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
352393
7411
SH
SOLE
0
0
7411
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
344300
13750
SH
SOLE
0
0
13750
SPDR SER TR
PORTFOLIO S&P500
78464A854
2040047
42369
SH
SOLE
0
0
42369
SPDR SER TR
S&P 600 SMCP VAL
78464A300
213990
2809
SH
SOLE
0
0
2809
SPROTT ETF TRUST
GOLD MINERS ETF
85210B102
222503
7879
SH
SOLE
0
0
7879
TEGNA INC
COM
87901J105
328984
19455
SH
SOLE
0
0
19455
VANECK ETF TRUST
CEF MUNI INCOME
92189F460
633336
29186
SH
SOLE
0
0
29186
VANECK ETF TRUST
JP MRGAN EM LOC
92189H300
353980
14019
SH
SOLE
0
0
14019
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
581485
7876
SH
SOLE
0
0
7876
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1996302
9781
SH
SOLE
0
0
9781
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
389537
9642
SH
SOLE
0
0
9642
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
675551
13335
SH
SOLE
0
0
13335
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
312377
3894
SH
SOLE
0
0
3894
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
310790
4077
SH
SOLE
0
0
4077
VIAVI SOLUTIONS INC
COM
925550105
286107
26418
SH
SOLE
0
0
26418
VICTORY PORTFOLIOS II
VCSHS US 500 ENH
92647N782
5901044
94713
SH
SOLE
0
0
94713
VISA INC
COM CL A
92826C839
263788
1170
SH
SOLE
0
0
1170
WEC ENERGY GROUP INC
COM
92939U106
716711
7561
SH
SOLE
0
0
7561
WISDOMTREE TR
US QTLY DIV GRT
97717X669
4236425
67957
SH
SOLE
0
0
67957