FreeGulliver LLC
CIK 2032561 · Holdings on Jun 30, 2025 · First reported Aug 12, 2025
Top ten holdings
Q2 2025- JPM28.14%
- IWL16.92%
- VIGI6.28%
- CGDV4.63%
- XMMO3.87%
- BUFG3.87%
- SPY3.44%
- SPTM3.32%
- BUFR3.14%
- IEF1.92%
Share classes counted separately75.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VIGWeight decreased · -2.66 pp3.47% → 0.81%Shares -26.73K (-75.72%)
- JPMWeight increased · +1.87 pp26.27% → 28.14%Shares -521 (-0.25%)
- IWLWeight increased · +1.58 pp15.34% → 16.92%Shares +19.67K (+8.93%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPMJPMORGAN CHASE & COStock View history and evidence | $61.08M | 28.14% | 210.68K shares | 26.27% → 28.14%+1.87 pp -521 (-0.25%) | Reduced | ↗▾ |
| 02 | IWLISHARES RUSSELL TOP 200 ETFETF View history and evidence | $36.73M | 16.92% | 239.87K shares | 15.34% → 16.92%+1.58 pp +19.67K (+8.93%) | Added | ↗▾ |
| 03 | VIGIVANGUARD INT DIV APP INDX FDETF View history and evidence | $13.62M | 6.28% | 151.12K shares | 6.50% → 6.28%-0.22 pp -3.53K (-2.28%) | Reduced | ↗▾ |
| 04 | CGDVCAP GROUP DIVIDEND VALUEETF View history and evidence | $10.04M | 4.63% | 254.32K shares | Prior unavailable +254.32K | New | ↗▾ |
| 05 | XMMOINVESCO S&P MIDCAP MOMENTUMETF View history and evidence | $8.40M | 3.87% | 65.31K shares | 3.71% → 3.87%+0.16 pp +938 (+1.46%) | Added | ↗▾ |
| 06 | BUFGFT VEST BUFFERED ALLOCATIONETF View history and evidence | $8.39M | 3.87% | 328.51K shares | 4.01% → 3.87%-0.14 pp -3.87K (-1.16%) | Reduced | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $7.46M | 3.44% | 12.07K shares | 3.42% → 3.44%+0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | SPTMSS SPDR P S&P 1500 COMP ETFETF View history and evidence | $7.21M | 3.32% | 96.29K shares | 3.29% → 3.32%+0.03 pp +776 (+0.81%) | Added | ↗▾ |
| 09 | BUFRFT VEST LAD BUFFERVETF-USD IETF View history and evidence | $6.82M | 3.14% | 214.39K shares | 2.87% → 3.14%+0.27 pp +23.64K (+12.39%) | Added | ↗▾ |
| 10 | IEFISHARES 7-10 YEAR TREASURY BETF View history and evidence | $4.17M | 1.92% | 43.55K shares | 2.11% → 1.92%-0.19 pp -69 (-0.16%) | Reduced | ↗▾ |
Options overlay 4
$2.12M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | Put | 1.70K | $1.05M | 0 (0.00%) | ▾ |
CLOVCLOVER HEALTH INVESTMENTS COStock View history and evidence | Call | 270.20K | $753.86K | +183.00K (+209.86%) | ▾ |
DIBS1STDIBS.COM INCStock View history and evidence | Call | 105.00K | $288.75K | +88.50K (+536.36%) | ▾ |
3 / 4 options · preview only
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -152,100 | -$4.25M | SEC filing ↗ | SEC filing ↗ |
| NVO NOVO-NORDISK A/S-SPONS ADR | Call | -43,000 | -$2.99M | SEC filing ↗ | SEC filing ↗ |
| LLY ELI LILLY & CO | Call | -1,500 | -$1.24M | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2032561 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 219150570
}Research all 85 reported holdings.
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