Liberty Square Wealth Partners LLC Purchases in Q1 2025

Liberty Square Wealth Partners LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
45K
+ 16.42%
$57.22 - $63.39 $2.57M - $2.85M
319K $18.7B
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.1K
+ 87.53%
$46.82 - $47.8 $941K - $961K
43.1K $2.03B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.86K
+ 47.47%
$126.11 - $135.06 $739K - $792K
18.2K $2.35B
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.9K
+ 6.06%
$36.91 - $41.03 $697K - $775K
331K $13.1B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
10K
New
$46.86 - $50.66 $469K - $507K
10K $485M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
12.1K
+ 56.35%
$38.36 - $41.43 $464K - $501K
33.6K $1.3B
FNDA
Schwab Fundamental U S Small C

ETFs
20.8K
+ 19.41%
$26.87 - $30.99 $560K - $646K
128K $3.51B
ED
Consolidated Edison Inc

Utilities
2K
New
$88.0 - $110.59 $176K - $221K
2K $221M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.75K
+ 12.55%
$89.18 - $104.04 $334K - $390K
33.6K $3.07B
HDV
Ishares Core High Dividend ETF

ETFs
11
+ 0.06%
$110.86 - $121.12 $1.22K - $1.33K
18.1K $2.2B
T
At&T Inc.

Communication Services
25
+ 0.16%
$21.56 - $28.28 $539 - $707
15.2K $429M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.17K
+ 10.38%
$22.2 - $23.74 $26K - $27.8K
12.5K $282M
FSCO
Fs Cr Opportunities Corp Com
1.7K
+ 4.97%
N/A
36K $254M
F
Ford Motor CO

Consumer Cyclical
451
+ 3.94%
$9.12 - $10.43 $4.11K - $4.7K
11.9K $119M
SMB
Vaneck Short Muni ETF

ETFs
652
+ 2.05%
$17.08 - $17.25 $11.1K - $11.2K
32.5K $557M
SUB
Ishares Short Term National Mu

ETFs
94
+ 2.66%
$105.3 - $106.24 $9.9K - $9.99K
3.63K $383M
LLY
Eli Lilly & CO

Healthcare
22
+ 3.13%
$725.72 - $929.72 $16K - $20.5K
726 $600M
VEA
Vanguard Ftse Developed Market

ETFs
158
+ 0.87%
$47.4 - $52.99 $7.49K - $8.37K
18.3K $928M
CAT
Caterpillar Inc

Industrials
90
+ 5.82%
$326.75 - $407.63 $29.4K - $36.7K
1.64K $540M
NOW
Service Now, Inc.

Technology
70
+ 17.28%
$783.83 - $1170.39 $54.9K - $81.9K
475 $378M
Calamos ETF Tr
300
+ 2.56%
N/A
12K $343M
VO
Vanguard Mid Cap ETF

ETFs
33
+ 0.82%
$251.87 - $277.95 $8.31K - $9.17K
4.08K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
37
+ 2.27%
$554.06 - $615.85 $20.5K - $22.8K
1.67K $936M
XLK
Technology Sector Spdr

ETFs
14
+ 0.38%
$206.38 - $242.18 $2.89K - $3.39K
3.69K $761M
FSK
Fs Kkr Capital Corp

Financial Services
602
+ 1.16%
$20.47 - $24.06 $12.3K - $14.5K
52.5K $1.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 0.88%
$102.49 - $119.96 $10.8K - $12.6K
12.1K $1.26B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
295
+ 0.88%
$57.21 - $65.8 $16.9K - $19.4K
33.9K $1.98B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4
+ 0.02%
$69.69 - $79.99 $279 - $320
21.5K $1.54B
IGV
Ishares Expanded Tech Software

ETFs
500
+ 2.58%
$88.3 - $107.83 $44.2K - $53.9K
19.9K $1.77B
QQQ
Invesco Qqq Trust, Series 1

ETFs
755
+ 6.17%
$468.34 - $539.52 $354K - $407K
13K $6.09B
NVDA
Nvidia Corp

Technology
800
+ 4.15%
$106.98 - $149.43 $85.6K - $120K
20.1K $2.18B
AAPL
Apple Inc.

Technology
2.04K
+ 2.76%
$209.68 - $247.1 $428K - $505K
76K $16.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.49K
+ 1.23%
$64.88 - $72.1 $291K - $324K
369K $24.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.85K
+ 2.52%
$507.05 - $563.67 $936K - $1.04M
75.2K $38.6B
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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