Liberty Square Wealth Partners LLC Portfolio Holdings by Sector
Liberty Square Wealth Partners LLC
- $274 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SPLG RDVY SCHD IQLT QQQ VB SCHM 79 stocks |
$207 Million
76.0% of portfolio
|
79
|
- |
79
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18.1 Million
6.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ADBE ORCL ZS CRWD 6 stocks |
$6.61 Million
2.42% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4.1 Million
1.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM 4 stocks |
$3.84 Million
1.41% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$3.2 Million
1.17% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FDBC PNC 2 stocks |
$2.23 Million
0.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.15 Million
0.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK AMP BUI BX 4 stocks |
$2.04 Million
0.75% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1.67 Million
0.61% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS VZ T 3 stocks |
$1.4 Million
0.51% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1.26 Million
0.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ 3 stocks |
$1.22 Million
0.45% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1.18 Million
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.12 Million
0.41% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$1.11 Million
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1.06 Million
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1.06 Million
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1.03 Million
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$1.02 Million
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$869,697
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$837,606
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ORCC AXP 2 stocks |
$757,529
0.28% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX 2 stocks |
$658,292
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$651,400
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$647,402
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$629,303
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$602,234
0.22% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$546,233
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$534,066
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$524,736
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$399,585
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$329,405
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$282,444
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$255,479
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$253,939
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$249,103
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$241,505
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$225,715
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$220,921
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC 1 stocks |
$209,243
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$207,315
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|