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
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
New
$570.51 - $610.59 $929K - $994K
1.63K $997M
VV
Vanguard Large Cap ETF

ETFs
3.52K
New
$260.27 - $280.65 $915K - $987K
3.52K $990M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.57K
New
$340.59 - $380.5 $875K - $977K
2.57K $988M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.5K
New
$77.86 - $79.27 $976K - $994K
12.5K $983M
VEA
Vanguard Ftse Developed Market

ETFs
18.1K
New
$47.57 - $52.44 $861K - $949K
18.1K $932M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
21.5K
New
$39.5 - $41.38 $848K - $888K
21.5K $885M
XLK
Technology Sector Spdr

ETFs
3.67K
New
$220.26 - $241.44 $809K - $887K
3.67K $882M
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
New
$280.04 - $302.45 $777K - $839K
2.78K $838M
TSLA
Tesla, Inc.

Consumer Cyclical
2.14K
New
$213.65 - $479.86 $457K - $1.03M
2.14K $761M
DJP
Barclays Bank PLC

ETFs
21.6K
New
N/A
21.6K $753M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
24.1K
New
$28.6 - $29.27 $690K - $706K
24.1K $699M
XOM
Exxon Mobil Corp

Energy
6.41K
New
$105.51 - $125.37 $677K - $804K
6.41K $694M
MO
Altria Group, Inc.

Consumer Defensive
13K
New
$49.06 - $57.74 $638K - $750K
13K $693M
WPC
W. P. Carey Inc.

Real Estate
11.1K
New
$53.44 - $61.33 $593K - $681K
11.1K $651M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.95K
New
$75.1 - $82.99 $597K - $660K
7.95K $651M
GIS
General Mills Inc

Consumer Defensive
10.7K
New
$62.78 - $74.62 $671K - $798K
10.7K $629M
AGZ
Ishares Agency Bond ETF

ETFs
5.64K
New
$107.68 - $110.37 $607K - $622K
5.64K $610M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.13K
New
$178.39 - $215.0 $559K - $673K
3.13K $607M
LLY
Eli Lilly & CO

Healthcare
704
New
$727.2 - $932.06 $512K - $656K
704 $594M
PM
Philip Morris International Inc.

Consumer Defensive
3.77K
New
$118.38 - $133.06 $446K - $501K
3.77K $566M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.33K
New
$370.24 - $418.94 $491K - $556K
1.33K $552M
SMB
Vaneck Short Muni ETF

ETFs
31.9K
New
$17.07 - $17.26 $544K - $550K
31.9K $547M
CAT
Caterpillar Inc

Industrials
1.55K
New
$360.37 - $416.88 $557K - $644K
1.55K $546M
TMUS
T Mobile Us, Inc.

Communication Services
1.97K
New
$206.1 - $246.94 $407K - $487K
1.97K $534M
CB
Chubb LTD

Financial Services
2.02K
New
$271.57 - $301.89 $548K - $610K
2.02K $534M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.94K
New
$241.48 - $274.89 $469K - $534K
1.94K $529M
SYY
Sysco Corp

Consumer Defensive
7.38K
New
$73.63 - $81.77 $543K - $603K
7.38K $525M
VGT
Vanguard Information Technolog

ETFs
820
New
$571.78 - $647.97 $469K - $531K
820 $525M
VUG
Vanguard Growth ETF

ETFs
1.17K
New
$378.79 - $428.11 $442K - $499K
1.17K $499M
VZ
Verizon Communications Inc

Communication Services
11.6K
New
$39.6 - $45.21 $461K - $526K
11.6K $477M
AVGO
Broadcom Inc.

Technology
2K
New
$159.67 - $250.0 $319K - $500K
2K $466M
IWS
Ishares Russell Midcap Value E

ETFs
3.44K
New
$128.08 - $140.32 $441K - $483K
3.44K $457M
GOOGL
Alphabet Inc.

Communication Services
2.41K
New
$161.86 - $196.66 $391K - $475K
2.41K $447M
GOOG
Alphabet Inc.

Communication Services
2.38K
New
$163.08 - $198.16 $388K - $471K
2.38K $445M
PLTR
Palantir Technologies Inc.

Technology
3.58K
New
$36.46 - $82.38 $131K - $295K
3.58K $427M
HON
Honeywell International Inc

Industrials
2.08K
New
$202.84 - $236.0 $423K - $492K
2.08K $423M
CVX
Chevron Corp

Energy
2.71K
New
$141.15 - $162.53 $382K - $440K
2.71K $421M
IWN
Ishares Russell2000 Val ETF

ETFs
2.5K
New
$162.69 - $181.35 $407K - $454K
2.5K $419M
MUST
Columbia ETF Tr I Multi Sector

ETFs
20.5K
New
$20.25 - $20.87 $416K - $429K
20.5K $418M
NOW
Service Now, Inc.

Technology
405
New
$867.18 - $1148.42 $351K - $465K
405 $400M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.68K
New
$103.6 - $112.52 $381K - $414K
3.68K $396M
T
At&T Inc.

Communication Services
15.2K
New
$21.22 - $23.88 $322K - $362K
15.2K $392M
ORCC
Owl Rock Capital Corp

Financial Services
25.1K
New
N/A
25.1K $386M
BA
Boeing CO

Industrials
2.09K
New
$138.14 - $180.72 $289K - $378K
2.09K $386M
SOXX
Ishares Semiconductor ETF

ETFs
1.73K
New
$211.27 - $239.8 $366K - $415K
1.73K $386M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.03K
New
$176.42 - $186.91 $358K - $379K
2.03K $376M
SUB
Ishares Short Term National Mu

ETFs
3.54K
New
$104.94 - $106.2 $371K - $376K
3.54K $374M
Calamos ETF Tr
11.7K
New
N/A
11.7K $372M
AXP
American Express CO

Financial Services
1.19K
New
$267.35 - $305.57 $319K - $365K
1.19K $371M
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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