Liberty One Investment Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $969 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $38.4M, Lockheed Martin Corp with a value of $35M, Eli Lilly & CO with a value of $33.2M, Southern CO with a value of $33.2M, and Alliant Energy Corp with a value of $32.8M.

Examining the 13F form we can see an increase of $81.2M in the current position value, from $887M to 969M.

Below you can find more details about Liberty One Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $969 Million
Consumer Defensive: $280 Million
Healthcare: $159 Million
Utilities: $115 Million
Industrials: $109 Million
ETFs: $103 Million
Consumer Cyclical: $68.1 Million
Technology: $64.8 Million
Financial Services: $27.1 Million
Other: $43.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $969 Million
  • Prior Value $887 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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