Liberty Square Wealth Partners LLC Sells in Q1 2025

Liberty Square Wealth Partners LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-13.6K
- 6.28%
$25.58 - $29.24 $349K - $399K
204K $5.33B
VB
Vanguard Small Cap ETF

ETFs
-166
- 0.63%
$217.89 - $252.64 $36.2K - $41.9K
26.2K $5.82B
MSFT
Microsoft Corp

Technology
-325
- 2.54%
$375.39 - $447.2 $122K - $145K
12.5K $4.68B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.01K
- 5.75%
$40.03 - $46.81 $161K - $188K
65.8K $2.68B
META
Meta Platforms, Inc.

Communication Services
-8
- 0.26%
$576.36 - $736.67 $4.61K - $5.89K
3.12K $1.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-220
- 2.94%
$551.42 - $612.93 $121K - $135K
7.25K $4.06B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-20.9K
- 3.59%
$27.01 - $28.54 $565K - $597K
562K $15.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-260
- 2.76%
$190.26 - $242.06 $49.5K - $62.9K
9.16K $1.74B
TSLA
Tesla, Inc.

Consumer Cyclical
-288
- 13.46%
$222.15 - $428.22 $64K - $123K
1.85K $480M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.98K
- 7.27%
$71.17 - $73.66 $283K - $293K
50.8K $3.73B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3.79K
- 5.45%
$35.96 - $36.72 $136K - $139K
65.7K $2.38B
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.01K
- 7.25%
$53.99 - $58.43 $163K - $176K
38.5K $2.22B
JHMM
John Hancock Multifactor Mid C

ETFs
-513
- 2.68%
$55.69 - $63.12 $28.6K - $32.4K
18.6K $1.07B
VIG
Vanguard Dividend Appreciation

ETFs
-121
- 1.67%
N/A
7.15K $1.39B
VUG
Vanguard Growth ETF

ETFs
-75
- 6.43%
$369.1 - $427.61 $27.7K - $32.1K
1.09K $405M
GOOG
Alphabet Inc.

Communication Services
-30
- 1.26%
$156.06 - $207.71 $4.68K - $6.23K
2.35K $367M
AMD
Advanced Micro Devices Inc

Technology
-430
- 13.8%
$96.63 - $129.55 $41.6K - $55.7K
2.69K $276M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.89K
- 7.83%
$28.55 - $29.09 $54K - $55K
22.2K $642M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-459
- 1.09%
$42.5 - $46.71 $19.5K - $21.4K
41.5K $1.88B
AGZ
Ishares Agency Bond ETF

ETFs
-462
- 8.2%
$107.46 - $109.48 $49.6K - $50.6K
5.17K $566M
DJP
Barclays Bank PLC

ETFs
-1.46K
- 6.77%
N/A
20.1K $710M
VTV
Vanguard Value ETF

ETFs
-30
- 0.45%
$167.73 - $179.21 $5.03K - $5.38K
6.57K $1.13B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.2K
- 2.47%
$25.44 - $25.58 $30.6K - $30.7K
47.5K $1.21B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-121
- 3.34%
$75.99 - $81.58 $9.19K - $9.87K
3.51K $269M
MNA
Iq Merger Arbitrage ETF

ETFs
-2.71K
- 3.06%
$33.08 - $34.35 $89.7K - $93.2K
86K $2.95B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-372
- 2.21%
$39.18 - $43.52 $14.6K - $16.2K
16.5K $689M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-633
- 2.28%
$44.72 - $46.25 $28.3K - $29.3K
27.1K $1.25B
JNJ
Johnson & Johnson

Healthcare
-130
- 6.86%
$142.06 - $167.7 $18.5K - $21.8K
1.76K $293M
VZ
Verizon Communications Inc

Communication Services
-665
- 5.71%
$37.81 - $46.49 $25.1K - $30.9K
11K $498M
CVX
Chevron Corp

Energy
-8
- 0.3%
$146.71 - $167.97 $1.17K - $1.34K
2.7K $452M
WPC
W. P. Carey Inc.

Real Estate
-90
- 0.81%
$53.5 - $65.05 $4.82K - $5.85K
11K $695M
MO
Altria Group, Inc.

Consumer Defensive
-76
- 0.58%
$50.81 - $60.02 $3.86K - $4.56K
12.9K $775M
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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