Liberty One Investment Management, LLC Portfolio Holdings
Liberty One Investment Management, LLC
- $969 Million
- Q3 2024
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 $50 Millions to $300 Millions
| 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