Liberty Square Wealth Partners LLC New Holdings in Q4 2024

Liberty Square Wealth Partners LLC

  • $274 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73.3K
New
$521.84 - $558.82 $38.3M - $41M
73.3K $41.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
365K
New
$66.77 - $71.52 $24.3M - $26.1M
365K $26.2B
AAPL
Apple Inc.

Technology
73.9K
New
$221.69 - $259.02 $16.4M - $19.2M
73.9K $18.1B
RDVY
First Trust Rising Dividend Ac

ETFs
274K
New
$58.65 - $64.37 $16.1M - $17.6M
274K $17.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
583K
New
$26.93 - $84.95 $15.7M - $49.5M
583K $16.2B
IQLT
Ishares Msci Intl Quality Fact

ETFs
312K
New
$37.12 - $41.23 $11.6M - $12.9M
312K $12.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.2K
New
$481.22 - $538.17 $5.88M - $6.58M
12.2K $6.58B
VB
Vanguard Small Cap ETF

ETFs
26.4K
New
$233.76 - $261.58 $6.17M - $6.91M
26.4K $6.55B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
217K
New
$27.54 - $83.04 $5.98M - $18M
217K $6.27B
MSFT
Microsoft Corp

Technology
12.8K
New
$406.35 - $454.46 $5.19M - $5.81M
12.8K $5.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
54.8K
New
$71.75 - $75.11 $3.93M - $4.12M
54.8K $3.98B
FNDA
Schwab Fundamental U S Small C

ETFs
107K
New
$29.26 - $59.11 $3.14M - $6.34M
107K $3.24B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
69.8K
New
$44.33 - $49.55 $3.09M - $3.46M
69.8K $3.19B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.8K
New
$98.47 - $109.35 $2.94M - $3.26M
29.8K $2.99B
MNA
Iq Merger Arbitrage ETF

ETFs
88.7K
New
$32.6 - $33.04 $2.89M - $2.93M
88.7K $2.97B
NVDA
Nvidia Corp

Technology
19.3K
New
$117.0 - $148.88 $2.26M - $2.87M
19.3K $2.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.55K
New
$442.29 - $483.08 $2.45M - $2.68M
5.55K $2.66B
HYLB
Xtrackers Usd High Yield Corp

ETFs
69.5K
New
$35.95 - $36.76 $2.5M - $2.56M
69.5K $2.54B
VGLT
Vanguard Long Term Treasury Et

ETFs
41.5K
New
$55.1 - $61.74 $2.29M - $2.57M
41.5K $2.34B
META
Meta Platforms, Inc.

Communication Services
3.13K
New
$554.08 - $632.68 $1.73M - $1.98M
3.13K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
9.42K
New
$180.88 - $232.93 $1.7M - $2.19M
9.42K $2.15B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33.6K
New
$61.68 - $67.87 $2.07M - $2.28M
33.6K $2.15B
HDV
Ishares Core High Dividend ETF

ETFs
18.1K
New
$110.82 - $121.28 $2.01M - $2.2M
18.1K $2.12B
IGV
Ishares Expanded Tech Software

ETFs
19.4K
New
$87.5 - $110.17 $1.7M - $2.13M
19.4K $2.07B
IWY
Ishares Tr Russell 200 Growth

ETFs
8.2K
New
$216.72 - $244.71 $1.78M - $2.01M
8.2K $1.99B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41.9K
New
$44.04 - $49.49 $1.85M - $2.08M
41.9K $1.92B
FNDF
Schwab Fundamental Intl Large

ETFs
49K
New
$32.92 - $37.15 $1.61M - $1.82M
49K $1.75B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
21.5K
New
$72.18 - $81.41 $1.55M - $1.75M
21.5K $1.71B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.4K
New
$126.68 - $134.74 $1.56M - $1.66M
12.4K $1.65B
FDBC
Fidelity D & D Bancorp Inc

Financial Services
36.4K
New
$47.41 - $58.63 $1.73M - $2.13M
36.4K $1.62B
VIG
Vanguard Dividend Appreciation

ETFs
7.27K
New
N/A
7.27K $1.48B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.44B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27K
New
$51.09 - $55.27 $1.38M - $1.49M
27K $1.42B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12K
New
$113.92 - $127.38 $1.36M - $1.52M
12K $1.4B
LOW
Lowes Companies Inc

Consumer Cyclical
5.31K
New
$244.52 - $284.07 $1.3M - $1.51M
5.31K $1.34B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
27.8K
New
$45.07 - $47.1 $1.25M - $1.31M
27.8K $1.27B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
48.7K
New
$25.35 - $25.53 $1.23M - $1.24M
48.7K $1.24B
FSK
Fs Kkr Capital Corp

Financial Services
51.9K
New
$19.71 - $22.22 $1.02M - $1.15M
51.9K $1.23B
JHMM
John Hancock Multifactor Mid C

ETFs
19.1K
New
$59.61 - $64.8 $1.14M - $1.24M
19.1K $1.18B
MPC
Marathon Petroleum Corp

Energy
7.53K
New
$131.65 - $174.84 $991K - $1.32M
7.53K $1.18B
VTV
Vanguard Value ETF

ETFs
6.6K
New
$168.32 - $181.87 $1.11M - $1.2M
6.6K $1.17B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.46K
New
$238.25 - $261.28 $1.06M - $1.17M
4.46K $1.13B
VO
Vanguard Mid Cap ETF

ETFs
4.05K
New
$261.5 - $284.63 $1.06M - $1.15M
4.05K $1.12B
GWW
W.W. Grainger, Inc.

Industrials
1.08K
New
$1023.06 - $1220.93 $1.1M - $1.32M
1.08K $1.11B
HYDB
Ishares Tr Edge High Yield Def

ETFs
23K
New
$46.68 - $47.95 $1.07M - $1.1M
23K $1.09B
WMT
Walmart Inc.

Consumer Defensive
10.2K
New
$79.1 - $95.7 $810K - $979K
10.2K $1.06B
PG
Procter & Gamble CO

Consumer Defensive
6.53K
New
$161.05 - $179.7 $1.05M - $1.17M
6.53K $1.06B
ADP
Automatic Data Processing Inc

Industrials
3.35K
New
$280.08 - $307.97 $938K - $1.03M
3.35K $1.03B
PPL
Ppl Corp

Utilities
30.3K
New
$31.47 - $35.0 $954K - $1.06M
30.3K $1.02B
Activity Summary
Buys All Purchases 154 New Holdings 154 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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