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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Day Solutions LLC
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| CRD # | 138962 |
| SEC # | 801-66190 |
| CIK # | 0001467517 |
| AUM | $569.0 M (2025-03-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 713-784-3878 |
| Address | 8401 Westview Drive Houston, TX 77055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001467517 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Microsoft Corp | 7.2 | ||
| McDonalds Corp | 6.9 | ||
| Amazon Com Inc | 5.4 | ||
| Nvidia Corp | 5.0 | ||
| Broadcom Inc | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.4 | ||
| Cintas Corp | 4.4 | ||
| Comfort Systems USA Inc | 4.3 | ||
| McGraw-hill Companies Inc | 3.8 | ||
| Progressive Corp/Oh/ | 3.7 | ||
| Caseys General Stores Inc | 3.4 | ||
| Williams Companies Inc | 3.4 | ||
| Markel Corp | 3.4 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Autozone Inc | 3.3 | ||
| Interactive Brokers Group Inc | 3.2 | ||
| Intuit Inc | 3.2 | ||
| Heico Corp | 3.2 | ||
| Exxon Mobil Corp | 3.1 | ||
| Sherwin Williams Co | 3.1 | ||
| Alphabet Inc | 3.1 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | K&C Curbstone Partners LP | 2012-03-06 | 5.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 105.1 |
| (b) Individuals (high net worth individuals) | 150 | 463.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,265 | 569.0 |
| By Discretionary | ||
| Discretionary | 897 | 489.5 |
| Non-Discretionary | 368 | 79.6 |
| Total | 1,265 | 569.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.0 | |
| Total | 1,265 | 569.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001467517] |
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|---|---|---|
|
Aston Capital Management
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FL | 0.6 |
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Friedlander & Co Inc
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WI | 0.5 |
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Duration Asset Management LLC
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TX | 0.5 |
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Salem Partners Wealth Management LLC
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CA | 0.4 |
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Westport Asset Management Inc
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CT | 0.4 |
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Sam Advisors LLC
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CA | 0.4 |
|
American Alpha Advisors LLC
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NY | 0.3 |
|
HMS Capital Management LLC
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|
TN | 0.3 |
|
PF Advisors LLC
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|
PA | 0.2 |
|
South Shore Capital Advisors LLC
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|
MA | 0.2 |