Liberty Square Wealth Partners LLC Portfolio Holdings

Liberty Square Wealth Partners LLC

  • $262 Billion
  • Q1 2025

Liberty Square Wealth Partners LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $38.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.3B, First Trust Rising Dividend Ac with a value of $18.7B, Apple Inc. with a value of $16.9B, and Schwab Strategic Tr Us Dividen with a value of $15.7B.

Examining the 13F form we can see an decrease of $12B in the current position value, from $274B to 262B.

Liberty Square Wealth Partners LLC is based out at Bethlehem, PA

Below you can find more details about Liberty Square Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $262 Billion
ETFs: $202 Billion
Technology: $26 Billion
Financial Services: $10.1 Billion
Consumer Defensive: $4.92 Billion
Industrials: $4.17 Billion
Consumer Cyclical: $4.14 Billion
Communication Services: $3.99 Billion
Energy: $2.31 Billion
Other: $4.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.6 Billion 14.74% of portfolio
75,189
Q1 2025 Added 2.52%
$0
$24.3 Billion 9.26% of portfolio
369,156
Q1 2025 Added 1.23%
$0
$18.7 Billion 7.12% of portfolio
318,985
Q1 2025 Added 16.42%
$3.2T
$16.9 Billion 6.44% of portfolio
75,991
Q1 2025 Added 2.76%
$0
$15.7 Billion 6.0% of portfolio
562,042
Q1 2025 Reduced 3.59%
$0
$13.1 Billion 5.01% of portfolio
330,746
Q1 2025 Added 6.06%
$0
$6.09 Billion 2.32% of portfolio
12,982
Q1 2025 Added 6.17%
$0
$5.82 Billion 2.22% of portfolio
26,243
Q1 2025 Reduced 0.63%
$0
$5.33 Billion 2.03% of portfolio
203,532
Q1 2025 Reduced 6.28%
$3.25T
$4.68 Billion 1.78% of portfolio
12,454
Q1 2025 Reduced 2.54%
$0
$4.06 Billion 1.55% of portfolio
7,253
Q1 2025 Reduced 2.94%
$0
$3.73 Billion 1.42% of portfolio
50,827
Q1 2025 Reduced 7.27%
$0
$3.51 Billion 1.34% of portfolio
128,152
Q1 2025 Added 19.41%
$0
$3.07 Billion 1.17% of portfolio
33,587
Q1 2025 Added 12.55%
$694B
$2.95 Billion 1.13% of portfolio
5,545
Q4 2024 New
$0
$2.95 Billion 1.13% of portfolio
85,984
Q1 2025 Reduced 3.06%
$0
$2.38 Billion 0.91% of portfolio
65,747
Q1 2025 Reduced 5.45%
$0
$2.35 Billion 0.9% of portfolio
18,213
Q1 2025 Added 47.47%
$0
$2.22 Billion 0.85% of portfolio
38,536
Q1 2025 Reduced 7.25%
$0
$2.2 Billion 0.84% of portfolio
18,136
Q1 2025 Added 0.06%
$284B
$2.18 Billion 0.83% of portfolio
20,092
Q1 2025 Added 4.15%
$0
$2.03 Billion 0.77% of portfolio
43,073
Q1 2025 Added 87.53%
$0
$1.98 Billion 0.75% of portfolio
33,885
Q1 2025 Added 0.88%
$0
$1.88 Billion 0.72% of portfolio
41,477
Q1 2025 Reduced 1.09%
$1.25T
$1.8 Billion 0.69% of portfolio
3,123
Q1 2025 Reduced 0.26%
$0
$1.77 Billion 0.68% of portfolio
49,039
Q4 2024 New
$0
$1.77 Billion 0.67% of portfolio
19,875
Q1 2025 Added 2.58%
$1.9T
$1.74 Billion 0.66% of portfolio
9,155
Q1 2025 Reduced 2.76%
$0
$1.73 Billion 0.66% of portfolio
8,199
Q4 2024 New
$462B
$1.6 Billion 0.61% of portfolio
2
Q4 2024 New
$0
$1.54 Billion 0.59% of portfolio
21,518
Q1 2025 Added 0.02%
$232M
$1.52 Billion 0.58% of portfolio
36,414
Q4 2024 New
$0
$1.38 Billion 0.53% of portfolio
27,000
Q4 2024 New
$0
$1.39 Billion 0.53% of portfolio
7,146
Q1 2025 Reduced 1.67%
$0
$1.3 Billion 0.5% of portfolio
33,565
Q1 2025 Added 56.35%
$0
$1.26 Billion 0.48% of portfolio
12,063
Q1 2025 Added 0.88%
$0
$1.25 Billion 0.48% of portfolio
27,140
Q1 2025 Reduced 2.28%
$140B
$1.24 Billion 0.47% of portfolio
5,311
Q4 2024 New
$0
$1.21 Billion 0.46% of portfolio
47,492
Q1 2025 Reduced 2.47%
$0
$1.13 Billion 0.43% of portfolio
6,567
Q1 2025 Reduced 0.45%
$0
$1.1 Billion 0.42% of portfolio
52,508
Q1 2025 Added 1.16%
$26.7B
$1.09 Billion 0.42% of portfolio
30,299
Q4 2024 New
$71.5B
$1.1 Billion 0.42% of portfolio
7,530
Q4 2024 New
$376B
$1.11 Billion 0.42% of portfolio
6,527
Q4 2024 New
$0
$1.07 Billion 0.41% of portfolio
18,623
Q1 2025 Reduced 2.68%
$53.8B
$1.07 Billion 0.41% of portfolio
1,080
Q4 2024 New
$0
$1.05 Billion 0.4% of portfolio
3,126
Q1 2025 Added 21.73%
$0
$1.05 Billion 0.4% of portfolio
4,078
Q1 2025 Added 0.82%
$126B
$1.02 Billion 0.39% of portfolio
3,350
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $262 Billion
  • Prior Value $274 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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