Liberty One Investment Management, LLC Purchases in Q2 2025

Liberty One Investment Management, LLC

  • $974 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Cava Group Inc
1.09K
+ 14.7%
N/A
8.53K $0
Nebius Group N.V.
4.39K
New
N/A
4.39K $0
Healthcare Rlty Tr
23.1K
+ 7.97%
N/A
313K $0
IQV
Iqvia Holdings Inc.

Healthcare
238
+ 7.71%
$137.0 - $174.37 $32.6K - $41.5K
3.32K $523K
TMUS
T Mobile Us, Inc.

Communication Services
29
+ 2.22%
$220.99 - $268.54 $6.41K - $7.79K
1.33K $317K
XLV
Select Sector Spdr Fund Health

ETFs
3.53K
+ 7.79%
$128.77 - $144.3 $454K - $509K
48.8K $6.57M
SG
Sweetgreen, Inc.

Consumer Cyclical
9.15K
+ 50.77%
$12.23 - $25.56 $112K - $234K
27.2K $404K
CL
Colgate Palmolive CO

Consumer Defensive
1.14K
+ 1.92%
$87.57 - $96.0 $100K - $110K
60.7K $5.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.49K
+ 1.97%
$24.32 - $27.87 $36.3K - $41.6K
77.2K $2.05M
LNTH
Lantheus Holdings, Inc.

Healthcare
687
+ 6.91%
$73.86 - $108.74 $50.7K - $74.7K
10.6K $870K
ETR
Entergy Corp

Utilities
38
+ 0.04%
$79.01 - $86.61 $3K - $3.29K
88.6K $7.37M
PEP
Pepsico Inc

Consumer Defensive
4.5K
+ 9.98%
$128.02 - $151.37 $576K - $681K
49.6K $6.55M
FR
First Industrial Realty Trust Inc

Real Estate
5.84K
+ 6.36%
$43.07 - $54.05 $251K - $315K
97.6K $4.7M
LLY
Eli Lilly & CO

Healthcare
1.69K
+ 4.71%
$713.71 - $898.95 $1.2M - $1.51M
37.5K $29.2M
AMGN
Amgen Inc

Healthcare
563
+ 3.48%
$262.28 - $309.85 $148K - $174K
16.7K $4.67M
CVX
Chevron Corp

Energy
2.56K
+ 8.42%
$133.73 - $168.51 $343K - $432K
33K $4.73M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.1K
+ 4.99%
$54.33 - $63.56 $223K - $260K
86.2K $4.82M
PG
Procter & Gamble CO

Consumer Defensive
7.39K
+ 4.13%
$157.66 - $172.39 $1.17M - $1.27M
186K $29.7M
JNJ
Johnson & Johnson

Healthcare
4.91K
+ 2.52%
$146.36 - $159.82 $719K - $785K
199K $30.5M
CLX
Clorox CO

Consumer Defensive
23.1K
+ 11.47%
$118.01 - $148.69 $2.73M - $3.44M
225K $27M
UNH
Unitedhealth Group Inc

Healthcare
25.8K
+ 46.03%
$274.35 - $599.47 $7.09M - $15.5M
82K $25.6M
Activity Summary
Buys All Purchases 72 New Holdings 1 Increased Positions 71 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Liberty One Investment Management, LLC Portfolio

Follow Liberty One Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty One Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty One Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email