Liberty One Investment Management, LLC Sells in Q1 2025

Liberty One Investment Management, LLC

  • $975 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-98.9K
- 68.7%
$142.64 - $156.42 $14.1M - $15.5M
45.1K $6.76M
AVGO
Broadcom Inc.

Technology
-1.1K
- 3.64%
$167.43 - $244.7 $184K - $269K
29.2K $4.88M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.5K
- 2.93%
$84.95 - $100.62 $127K - $151K
49.6K $4.32M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.81K
- 3.09%
$89.18 - $104.04 $162K - $188K
56.9K $5.21M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 2.07%
$96.88 - $111.25 $137K - $157K
66.7K $6.67M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.27K
- 2.63%
$40.15 - $47.73 $51.1K - $60.8K
47.1K $1.92M
WMT
Walmart Inc.

Consumer Defensive
-365
- 0.57%
$84.5 - $105.05 $30.8K - $38.3K
63.6K $5.58M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.14K
- 3.51%
$72.31 - $80.69 $82.6K - $92.1K
31.4K $2.29M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-535
- 3.72%
$99.49 - $112.88 $53.2K - $60.4K
13.9K $1.39M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-99
- 3.55%
$228.41 - $293.71 $22.6K - $29.1K
2.69K $641K
SG
Sweetgreen, Inc.

Consumer Cyclical
-140
- 0.77%
$21.47 - $34.94 $3.01K - $4.89K
18K $450K
CDNS
Cadence Design Systems Inc

Technology
-71
- 2.96%
$233.96 - $324.52 $16.6K - $23K
2.32K $591K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-539
- 0.46%
$65.27 - $71.18 $35.2K - $38.4K
116K $7.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-998
- 3.46%
N/A
27.9K $2.39M
IQV
Iqvia Holdings Inc.

Healthcare
-58
- 1.85%
$176.3 - $209.96 $10.2K - $12.2K
3.09K $543K
RGA
Reinsurance Group Of America Inc

Financial Services
-74
- 2.33%
$186.01 - $231.1 $13.8K - $17.1K
3.11K $611K
ITB
Ishares Tr

ETFs
-188
- 3.87%
$93.86 - $111.45 $17.6K - $21K
4.67K $445K
BANF
Bancfirst Corp

Financial Services
-104
- 1.85%
$108.28 - $123.19 $11.3K - $12.8K
5.53K $607K
INGR
Ingredion Inc

Consumer Defensive
-93
- 1.89%
$125.6 - $137.36 $11.7K - $12.8K
4.83K $653K
SNA
Snap On Inc

Industrials
-55
- 2.64%
$324.09 - $358.62 $17.8K - $19.7K
2.03K $684K
UBS
Ubs Group Ag

Financial Services
-743
- 3.36%
$30.28 - $35.78 $22.5K - $26.6K
21.4K $654K
STLD
Steel Dynamics Inc

Basic Materials
-66
- 1.33%
N/A
4.9K $480K
SWX
Southwest Gas Holdings, Inc.

Utilities
-187
- 1.97%
$68.42 - $78.18 $12.8K - $14.6K
9.32K $668K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-392
- 2.35%
$38.22 - $41.19 $15K - $16.1K
16.3K $660K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-886
- 2.24%
N/A
38.7K $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-620
- 1.47%
$59.15 - $62.71 $36.7K - $38.9K
41.5K $2.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-637
- 2.01%
$37.07 - $40.63 $23.6K - $25.9K
31.1K $1.23M
D
Dominion Energy, Inc

Utilities
-242
- 1.89%
$52.85 - $57.43 $12.8K - $13.9K
12.6K $704K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.06K
- 1.38%
$27.01 - $28.54 $28.7K - $30.3K
75.7K $2.12M
UL
Unilever PLC

Consumer Defensive
-259
- 2.07%
$54.72 - $60.29 $14.2K - $15.6K
12.3K $730K
LNG
Cheniere Energy, Inc.

Energy
-159
- 4.52%
$209.32 - $253.66 $33.3K - $40.3K
3.36K $777K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-380
- 1.58%
$97.38 - $104.52 $37K - $39.7K
23.7K $2.42M
PLTR
Palantir Technologies Inc.

Technology
-221
- 3.49%
$64.98 - $124.62 $14.4K - $27.5K
6.12K $516K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-200
- 1.1%
$128.74 - $138.67 $25.7K - $27.7K
18K $2.45M
VDC
Vanguard Consumer Staples ETF

ETFs
-52
- 0.7%
$206.54 - $226.16 $10.7K - $11.8K
7.38K $1.61M
V
Visa Inc.

Financial Services
-78
- 3.48%
$306.92 - $362.71 $23.9K - $28.3K
2.16K $758K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-1.36K
- 4.91%
$24.39 - $35.22 $33K - $47.7K
26.2K $778K
NGG
National Grid PLC

Utilities
-121
- 1.1%
$56.13 - $65.61 $6.79K - $7.94K
10.9K $716K
MELI
Mercadolibre Inc

Consumer Cyclical
-16
- 4.23%
$1739.0 - $2260.0 $27.8K - $36.2K
362 $706K
VICI
Vici Properties Inc.

Real Estate
-242
- 1.12%
$28.21 - $32.68 $6.83K - $7.91K
21.4K $698K
LNTH
Lantheus Holdings, Inc.

Healthcare
-94
- 0.94%
$78.23 - $110.01 $7.35K - $10.3K
9.95K $970K
NVS
Novartis Ag

Healthcare
-144
- 2.23%
$97.14 - $115.57 $14K - $16.6K
6.3K $702K
WPC
W. P. Carey Inc.

Real Estate
-218
- 1.78%
$53.5 - $65.05 $11.7K - $14.2K
12K $758K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-671
- 1.89%
$68.32 - $75.06 $45.8K - $50.4K
34.9K $2.61M
GILD
Gilead Sciences, Inc.

Healthcare
-15K
- 15.97%
$89.14 - $117.41 $1.34M - $1.76M
79K $8.85M
VZ
Verizon Communications Inc

Communication Services
-19.1K
- 9.64%
$37.81 - $46.49 $721K - $887K
179K $8.11M
XLV
Select Sector Spdr Fund Health

ETFs
-902
- 1.95%
$137.61 - $149.68 $124K - $135K
45.2K $6.61M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-394
- 5.14%
$80.53 - $147.57 $31.7K - $58.1K
7.28K $962K
LLY
Eli Lilly & CO

Healthcare
-1.67K
- 4.46%
$725.72 - $929.72 $1.21M - $1.55M
35.8K $29.5M
Activity Summary
Buys All Purchases 90 New Holdings 7 Increased Positions 83 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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