Liberty One Investment Management, LLC Portfolio Holdings
Liberty One Investment Management, LLC
- $887 Million
- Q2 2024
Liberty One Investment Management, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $887 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 $36.8M, Eli Lilly & CO with a value of $34.8M, Southern CO with a value of $28.6M, Kimberly Clark Corp with a value of $28.3M, and Procter & Gamble CO with a value of $28.3M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $877M to 887M.
Below you can find more details about Liberty One Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$887 Million
Consumer Defensive: $254 Million
Healthcare: $147 Million
ETFs: $100 Million
Industrials: $99.1 Million
Utilities: $98.2 Million
Technology: $62.1 Million
Consumer Cyclical: $58.6 Million
Financial Services: $23.1 Million
Other: $39.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 181
- Current Value $887 Million
- Prior Value $877 Million
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 8 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks