Liberty Square Wealth Partners LLC Reduced Holdings in Q3 2025

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11.7K
- 15.02%
$567.77 - $614.76 $6.64M - $7.19M
66.1K $40.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-126K
- 22.8%
$26.38 - $27.95 $3.33M - $3.52M
427K $11.6B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-50.7K
- 30.21%
$28.15 - $30.13 $1.43M - $1.53M
117K $3.47B
FNDA
Schwab Fundamental U S Small C

ETFs
-46.8K
- 24.81%
$28.75 - $31.93 $1.35M - $1.49M
142K $4.42B
VB
Vanguard Small Cap ETF

ETFs
-5.56K
- 22.11%
$237.58 - $259.17 $1.32M - $1.44M
19.6K $4.98B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.6K
- 26.45%
$72.57 - $74.72 $838K - $863K
32.1K $2.39B
MNA
Iq Merger Arbitrage ETF

ETFs
-22K
- 29.7%
$35.11 - $36.01 $774K - $794K
52.2K $1.87B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-17.8K
- 37.43%
$41.26 - $43.63 $734K - $776K
29.7K $1.29B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-17.3K
- 28.64%
$42.26 - $47.16 $732K - $817K
43.2K $2B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-15.8K
- 27.51%
$36.55 - $37.16 $579K - $588K
41.7K $1.55B
FSK
Fs Kkr Capital Corp

Financial Services
-4.14K
- 7.94%
$14.93 - $22.48 $61.9K - $93.2K
48K $717M
AGZ
Ishares Agency Bond ETF

ETFs
-3.34K
- 64.47%
$108.74 - $110.41 $363K - $368K
1.84K $203M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.05K
- 24.65%
$49.43 - $54.52 $398K - $439K
24.6K $1.33B
DJP
Barclays Bank PLC

ETFs
-8.27K
- 44.84%
N/A
10.2K $361M
JHMM
John Hancock Multifactor Mid C

ETFs
-4.3K
- 23.87%
$61.22 - $65.26 $263K - $281K
13.7K $887M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.32K
- 18.2%
$45.6 - $46.92 $197K - $202K
19.4K $906M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.21K
- 13.8%
$62.09 - $66.51 $261K - $280K
26.3K $1.71B
FNDF
Schwab Fundamental Intl Large

ETFs
-7.08K
- 14.58%
$39.84 - $43.15 $282K - $305K
41.5K $1.78B
IEFA
Ishares Tr

ETFs
-1.67K
- 36.07%
$81.7 - $87.53 $137K - $146K
2.97K $259M
KO
Coca Cola CO

Consumer Defensive
-1.29K
- 26.97%
$65.67 - $71.67 $84.7K - $92.5K
3.49K $232M
VIG
Vanguard Dividend Appreciation

ETFs
-791
- 11.34%
N/A
6.19K $1.33B
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-171
- 0.47%
$39.75 - $49.08 $6.8K - $8.39K
36.2K $1.59B
VEA
Vanguard Ftse Developed Market

ETFs
-2.17K
- 14.14%
$56.02 - $60.3 $122K - $131K
13.2K $790M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.85K
- 12.81%
$28.95 - $29.73 $82.5K - $84.7K
19.4K $576M
WMT
Walmart Inc.

Consumer Defensive
-846
- 16.71%
$94.4 - $104.27 $79.9K - $88.2K
4.22K $435M
T
At&T Inc.

Communication Services
-1.45K
- 9.19%
$26.94 - $29.62 $38.9K - $42.8K
14.3K $403M
QCOM
Qualcomm Inc

Technology
-390
- 19.51%
$145.84 - $173.55 $56.9K - $67.7K
1.61K $268M
PG
Procter & Gamble CO

Consumer Defensive
-218
- 9.86%
$150.47 - $161.22 $32.8K - $35.1K
1.99K $306M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-620
- 4.94%
$78.96 - $80.04 $49K - $49.6K
11.9K $953M
MO
Altria Group, Inc.

Consumer Defensive
-1.98K
- 15.27%
$57.75 - $67.68 $114K - $134K
11K $724M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.87%
$486.13 - $544.55 $2.43K - $2.72K
572 $281M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.11K
- 2.38%
$25.39 - $25.57 $28.1K - $28.3K
45.4K $1.16B
IBM
International Business Machines Corp

Technology
-21
- 2.19%
$234.77 - $292.47 $4.93K - $6.14K
939 $265M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-678
- 7.0%
$24.11 - $24.94 $16.3K - $16.9K
9.01K $225M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-47
- 5.25%
$301.44 - $365.84 $14.2K - $17.2K
849 $275M
WPC
W. P. Carey Inc.

Real Estate
-929
- 8.35%
$61.29 - $68.7 $56.9K - $63.8K
10.2K $689M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-347
- 4.54%
$87.29 - $93.61 $30.3K - $32.5K
7.29K $680M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-112
- 0.92%
$25.57 - $27.37 $2.86K - $3.07K
12K $315M
F
Ford Motor CO

Consumer Cyclical
-790
- 7.31%
$10.82 - $12.09 $8.55K - $9.55K
10K $120M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-146
- 0.89%
$40.94 - $42.85 $5.98K - $6.26K
16.3K $686M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-121
- 4.21%
$82.29 - $90.77 $9.96K - $11K
2.75K $249M
VUG
Vanguard Growth ETF

ETFs
-48
- 4.63%
$433.97 - $484.08 $20.8K - $23.2K
988 $474M
JNJ
Johnson & Johnson

Healthcare
-118
- 7.46%
$155.17 - $185.42 $18.3K - $21.9K
1.46K $272M
HDV
Ishares Core High Dividend ETF

ETFs
-475
- 2.62%
$118.16 - $123.66 $56.1K - $58.7K
17.7K $2.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-486
- 4.2%
$108.46 - $120.63 $52.7K - $58.6K
11.1K $1.32B
VTV
Vanguard Value ETF

ETFs
-40
- 0.61%
$175.51 - $186.57 $7.02K - $7.46K
6.53K $1.22B
IGV
Ishares Expanded Tech Software

ETFs
-145
- 0.75%
$105.96 - $117.79 $15.4K - $17.1K
19.2K $2.21B
IWY
Ishares Tr Russell 200 Growth

ETFs
-429
- 5.53%
$243.93 - $275.62 $105K - $118K
7.33K $2.01B
MSFT
Microsoft Corp

Technology
-123
- 1.0%
$491.09 - $535.64 $60.4K - $65.9K
12.1K $6.29B
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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