Liberty Square Wealth Partners LLC Portfolio Holdings

Liberty Square Wealth Partners LLC

  • $274 Billion
  • Q4 2024

Liberty Square Wealth Partners LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Billion distributed in 154 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 $41.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.2B, Apple Inc. with a value of $18.1B, First Trust Rising Dividend Ac with a value of $17.2B, and Schwab Strategic Tr Us Dividen with a value of $16.2B.

Examining the 13F form we can see an increase of $274B in the current position value.

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 $274 Billion
ETFs: $208 Billion
Technology: $29.2 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $5.16 Billion
Consumer Defensive: $4.87 Billion
Communication Services: $4.6 Billion
Industrials: $4.44 Billion
Energy: $2.29 Billion
Other: $3.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.1 Billion 15.0% of portfolio
73,343
Q4 2024 New
$0
$26.2 Billion 9.54% of portfolio
364,664
Q4 2024 New
$3.95T
$18.1 Billion 6.6% of portfolio
73,948
Q4 2024 New
$0
$17.2 Billion 6.26% of portfolio
273,995
Q4 2024 New
$0
$16.2 Billion 5.91% of portfolio
582,967
Q4 2024 New
$0
$12.5 Billion 4.58% of portfolio
311,852
Q4 2024 New
$0
$6.58 Billion 2.4% of portfolio
12,227
Q4 2024 New
$0
$6.55 Billion 2.39% of portfolio
26,409
Q4 2024 New
$0
$6.27 Billion 2.29% of portfolio
217,164
Q4 2024 New
$3.04T
$5.22 Billion 1.9% of portfolio
12,779
Q4 2024 New
$0
$4.56 Billion 1.66% of portfolio
7,473
Q4 2024 New
$0
$3.98 Billion 1.45% of portfolio
54,810
Q4 2024 New
$0
$3.24 Billion 1.18% of portfolio
107,321
Q4 2024 New
$0
$3.19 Billion 1.16% of portfolio
69,770
Q4 2024 New
$0
$2.99 Billion 1.09% of portfolio
29,841
Q4 2024 New
$0
$2.97 Billion 1.08% of portfolio
88,697
Q4 2024 New
$623B
$2.66 Billion 0.97% of portfolio
5,545
Q4 2024 New
$0
$2.54 Billion 0.93% of portfolio
69,535
Q4 2024 New
$0
$2.34 Billion 0.86% of portfolio
41,547
Q4 2024 New
$1.54T
$2.31 Billion 0.84% of portfolio
3,131
Q4 2024 New
$2.21T
$2.15 Billion 0.79% of portfolio
9,415
Q4 2024 New
$0
$2.15 Billion 0.78% of portfolio
33,590
Q4 2024 New
$0
$2.12 Billion 0.77% of portfolio
18,125
Q4 2024 New
$0
$2.07 Billion 0.75% of portfolio
19,375
Q4 2024 New
$0
$1.99 Billion 0.72% of portfolio
8,199
Q4 2024 New
$0
$1.92 Billion 0.7% of portfolio
41,936
Q4 2024 New
$0
$1.75 Billion 0.64% of portfolio
49,039
Q4 2024 New
$0
$1.71 Billion 0.62% of portfolio
21,514
Q4 2024 New
$0
$1.65 Billion 0.6% of portfolio
12,350
Q4 2024 New
$245M
$1.62 Billion 0.59% of portfolio
36,414
Q4 2024 New
$0
$1.48 Billion 0.54% of portfolio
7,267
Q4 2024 New
$431B
$1.44 Billion 0.52% of portfolio
2
Q4 2024 New
$0
$1.42 Billion 0.52% of portfolio
27,000
Q4 2024 New
$0
$1.4 Billion 0.51% of portfolio
11,958
Q4 2024 New
$148B
$1.34 Billion 0.49% of portfolio
5,311
Q4 2024 New
$0
$1.27 Billion 0.46% of portfolio
27,773
Q4 2024 New
$0
$1.24 Billion 0.45% of portfolio
48,694
Q4 2024 New
$0
$1.23 Billion 0.45% of portfolio
51,906
Q4 2024 New
$76.7B
$1.18 Billion 0.43% of portfolio
7,530
Q4 2024 New
$0
$1.18 Billion 0.43% of portfolio
19,136
Q4 2024 New
$0
$1.17 Billion 0.43% of portfolio
6,597
Q4 2024 New
$0
$1.13 Billion 0.41% of portfolio
4,463
Q4 2024 New
$0
$1.12 Billion 0.41% of portfolio
4,045
Q4 2024 New
$0
$1.09 Billion 0.4% of portfolio
22,968
Q4 2024 New
$50.9B
$1.11 Billion 0.4% of portfolio
1,080
Q4 2024 New
$257B
$1.06 Billion 0.39% of portfolio
10,235
Q4 2024 New
$403B
$1.06 Billion 0.39% of portfolio
6,527
Q4 2024 New
$129B
$1.03 Billion 0.38% of portfolio
3,350
Q4 2024 New
$25.6B
$1.02 Billion 0.37% of portfolio
30,299
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $274 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 154 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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