Liberty One Investment Management, LLC Reduced Holdings in Q2 2025

Liberty One Investment Management, LLC

  • $974 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.21K
- 7.4%
$37.77 - $46.15 $45.6K - $55.7K
15.1K $697K
UBS
Ubs Group Ag

Financial Services
-898
- 4.2%
$26.12 - $33.82 $23.5K - $30.4K
20.5K $692K
ISRG
Intuitive Surgical Inc

Healthcare
-75
- 4.03%
$451.58 - $565.94 $33.9K - $42.4K
1.79K $970K
TWLO
Twilio Inc

Communication Services
-1.15K
- 15.42%
$81.34 - $124.36 $93.5K - $143K
6.31K $784K
SNOW
Snowflake Inc.

Technology
-204
- 15.47%
$130.53 - $223.77 $26.6K - $45.6K
1.12K $249K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.07K
- 3.42%
$34.72 - $42.74 $37K - $45.6K
30.1K $1.28M
CDNS
Cadence Design Systems Inc

Technology
-168
- 7.23%
$231.64 - $323.08 $38.9K - $54.3K
2.16K $664K
GOOG
Alphabet Inc.

Communication Services
-225
- 3.92%
$146.58 - $180.01 $33K - $40.5K
5.51K $978K
MELI
Mercadolibre Inc

Consumer Cyclical
-50
- 13.81%
$1794.73 - $2613.63 $89.7K - $131K
312 $815K
AXON
Axon Enterprise, Inc.

Industrials
-44
- 8.87%
$497.13 - $827.94 $21.9K - $36.4K
452 $374K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-152
- 4.67%
$416.06 - $551.64 $63.2K - $83.8K
3.11K $1.71M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-5.19K
- 19.78%
$27.82 - $46.45 $144K - $241K
21K $977K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.17K
- 3.72%
$62.35 - $83.2 $72.8K - $97.2K
30.2K $2.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-301
- 2.46%
$113.67 - $150.4 $34.2K - $45.3K
11.9K $1.79M
CASY
Caseys General Stores Inc

Consumer Cyclical
-6.79K
- 13.92%
$415.82 - $510.91 $2.82M - $3.47M
42K $21.4M
JPM
Jpmorgan Chase & CO

Financial Services
-2.5K
- 11.09%
$210.28 - $289.91 $525K - $724K
20K $5.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-448
- 12.01%
$321.63 - $509.31 $144K - $228K
3.28K $1.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-934
- 3.12%
$167.32 - $223.3 $156K - $209K
29K $6.37M
GS
Goldman Sachs Group Inc

Financial Services
-1.14K
- 11.08%
$462.22 - $707.75 $527K - $808K
9.16K $6.48M
INTU
Intuit Inc

Technology
-440
- 5.68%
$544.07 - $787.63 $239K - $347K
7.31K $5.76M
AVGO
Broadcom Inc.

Technology
-5.87K
- 20.14%
$146.29 - $275.65 $859K - $1.62M
23.3K $6.42M
MSFT
Microsoft Corp

Technology
-56
- 0.1%
$354.56 - $497.45 $19.9K - $27.9K
54.1K $26.9M
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
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