Freegulliver LLC
FreeGulliver LLC is a wealth and investment advisory firm headquartered in New Orleans, Louisiana. Founded in the early 2000s (exact year not publicly available), it employs approximately 16-17 professionals and serves individuals, families, and institutions by offering financial planning, retirement advisory, and investment management services. The firm is known for prioritizing client happiness and holistic wealth strategies, operating under SEC registration as an Investment Adviser.
Investment Strategy
FreeGulliver LLC adopts a client-centric approach to wealth management, focusing on strategies that prioritize financial well-being and happiness rather than accumulation for its own sake. The firm provides bespoke financial planning, retirement advisory, and investment management, integrating alternative investments and fund administration tailored to client goals. Their philosophy emphasizes long-term planning and family office services, underpinned by a commitment to ongoing advisory and fiduciary responsibility.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. COM | 27.87% | $61.1M | 210,679 | $173.01 | $289.91 | +$9.3M |
I IWL | ISHARES RUSSELL TOP 200 ETF | 16.76% | $36.7M | 239,874 | $135.27 | $153.12 | +$6.5M |
V VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 6.21% | $13.6M | 151,118 | $80.67 | $90.12 | +$792.2K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.58% | $10.0M | 254,317 | $39.49 | $39.49 | +$10.0M |
X XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | 3.83% | $8.4M | 65,307 | $118.38 | $128.63 | +$1.1M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | — | Put | $1.1M | 17 | $617.85 | $586.08 | 0 | +$99.5K |
C CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | Bought | Call | $753.9K | 2,702 | $2.79 | $2.91 | +1,830 | +$440.8K |
D DIBS | 1STDIBS COM INC COM | Bought | Call | $288.8K | 1,050 | $2.75 | $2.80 | +885 | +$238.6K |
U UNH | UNITEDHEALTH GROUP INC COM | New | Call | $31.2K | 1 | $311.97 | $311.97 | +1 | +$31.2K |