Liberty Square Wealth Partners LLC Reduced Holdings in Q2 2025

Liberty Square Wealth Partners LLC

  • $289 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-632
- 0.83%
$172.42 - $223.89 $109K - $141K
75.4K $15.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.33K
- 1.66%
$24.32 - $27.87 $227K - $260K
553K $14.6B
PG
Procter & Gamble CO

Consumer Defensive
-4.32K
- 66.13%
$157.66 - $172.39 $680K - $744K
2.21K $352M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-35.7K
- 17.56%
$22.92 - $28.05 $819K - $1M
168K $4.71B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.15K
- 14.06%
$72.02 - $73.82 $515K - $528K
43.7K $3.22B
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.21K
- 16.11%
$53.66 - $58.71 $333K - $365K
32.3K $1.81B
WMT
Walmart Inc.

Consumer Defensive
-5.17K
- 50.54%
$81.79 - $99.98 $423K - $517K
5.06K $495M
MNA
Iq Merger Arbitrage ETF

ETFs
-11.8K
- 13.69%
$33.65 - $35.27 $396K - $415K
74.2K $2.62B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.84K
- 21.31%
$39.89 - $49.46 $353K - $437K
32.6K $1.61B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-8.22K
- 12.49%
$34.72 - $36.92 $285K - $303K
57.5K $2.12B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.43K
- 12.65%
$45.12 - $46.23 $155K - $159K
23.7K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-372
- 22.34%
$498.8 - $620.9 $186K - $231K
1.29K $803M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-6.08K
- 29.59%
$19.47 - $20.4 $118K - $124K
14.5K $291M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.25K
- 7.98%
$35.35 - $42.68 $186K - $224K
60.5K $2.58B
VOT
Vanguard Mid Cap Growth Index

ETFs
-585
- 30.14%
$216.28 - $284.39 $127K - $166K
1.36K $386M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.4K
- 10.04%
$51.16 - $62.02 $174K - $211K
30.5K $1.89B
DJP
Barclays Bank PLC

ETFs
-1.65K
- 8.2%
N/A
18.5K $627M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 28.07%
$86.05 - $107.7 $88.8K - $111K
2.65K $285M
IWS
Ishares Russell Midcap Value E

ETFs
-779
- 22.64%
$110.58 - $132.14 $86.1K - $103K
2.66K $352M
CVX
Chevron Corp

Energy
-69
- 2.55%
$133.73 - $168.51 $9.23K - $11.6K
2.63K $377M
PPL
Ppl Corp

Utilities
-104
- 0.34%
$33.45 - $36.5 $3.48K - $3.8K
30.2K $1.02B
VEA
Vanguard Ftse Developed Market

ETFs
-2.91K
- 15.91%
$45.65 - $57.01 $133K - $166K
15.4K $875M
JNJ
Johnson & Johnson

Healthcare
-182
- 10.32%
$146.36 - $159.82 $26.6K - $29.1K
1.58K $242M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-632
- 18.03%
$71.86 - $82.66 $45.4K - $52.2K
2.87K $237M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-954
- 2.01%
$24.96 - $25.5 $23.8K - $24.3K
46.5K $1.19B
IEF
Ishares Barclays

ETFs
-218
- 9.08%
$93.15 - $96.56 $20.3K - $21.1K
2.18K $209M
FSK
Fs Kkr Capital Corp

Financial Services
-327
- 0.62%
$17.95 - $21.5 $5.87K - $7.03K
52.2K $1.08B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-37
- 0.22%
$37.08 - $42.26 $1.37K - $1.56K
16.4K $681M
FSCO
Fs Cr Opportunities Corp Com
-1.7K
- 4.73%
N/A
34.3K $249M
F
Ford Motor CO

Consumer Cyclical
-1.1K
- 9.24%
$8.69 - $10.85 $9.56K - $11.9K
10.8K $117M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-492
- 4.08%
$90.56 - $109.49 $44.6K - $53.9K
11.6K $1.26B
IBM
International Business Machines Corp

Technology
-121
- 11.19%
$221.03 - $294.78 $26.7K - $35.7K
960 $283M
GOOG
Alphabet Inc.

Communication Services
-200
- 8.51%
$146.58 - $180.01 $29.3K - $36K
2.15K $381M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-309
- 2.48%
$20.72 - $25.75 $6.4K - $7.96K
12.2K $313M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-314
- 3.95%
$72.96 - $90.39 $22.9K - $28.4K
7.64K $682M
TSLA
Tesla, Inc.

Consumer Cyclical
-237
- 12.8%
$221.86 - $362.89 $52.6K - $86K
1.61K $513M
JHMM
John Hancock Multifactor Mid C

ETFs
-610
- 3.28%
$50.32 - $61.13 $30.7K - $37.3K
18K $1.1B
VIG
Vanguard Dividend Appreciation

ETFs
-170
- 2.38%
N/A
6.98K $1.43B
VUG
Vanguard Growth ETF

ETFs
-55
- 5.04%
$329.49 - $438.4 $18.1K - $24.1K
1.04K $454M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-191
- 1.05%
$114.78 - $133.31 $21.9K - $25.5K
18K $2.4B
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.47%
$243.75 - $303.93 $3.17K - $3.95K
2.76K $839M
AMZN
Amazon Com Inc

Consumer Cyclical
-664
- 7.25%
$167.32 - $223.3 $111K - $148K
8.49K $1.86B
VB
Vanguard Small Cap ETF

ETFs
-1.08K
- 4.11%
$193.73 - $237.37 $209K - $256K
25.2K $5.96B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-267
- 1.24%
$63.36 - $80.23 $16.9K - $21.4K
21.3K $1.7B
FNDF
Schwab Fundamental Intl Large

ETFs
-495
- 1.01%
$32.25 - $40.02 $16K - $19.8K
48.5K $1.94B
IWY
Ishares Tr Russell 200 Growth

ETFs
-438
- 5.34%
$187.5 - $246.51 $82.1K - $108K
7.76K $1.91B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-90
- 2.02%
$179.95 - $278.88 $16.2K - $25.1K
4.37K $1.22B
IGV
Ishares Expanded Tech Software

ETFs
-550
- 2.77%
$80.15 - $109.5 $44.1K - $60.2K
19.3K $2.12B
META
Meta Platforms, Inc.

Communication Services
-144
- 4.61%
$484.66 - $738.09 $69.8K - $106K
2.98K $2.2B
Activity Summary
Buys All Purchases 31 New Holdings 10 Increased Positions 21 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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