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 Market Cap. of $10 Billions to $200 Billions