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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$262 Million 0.1% of portfolio
11,288
Q4 2024 New
$184B
$272 Million 0.1% of portfolio
2,223
Q4 2024 New
$207B
$251 Million 0.09% of portfolio
546
Q4 2024 New
$82.8B
$254 Million 0.09% of portfolio
272
Q4 2024 New
$68.6B
$249 Million 0.09% of portfolio
788
Q4 2024 New
-
$237 Million 0.09% of portfolio
-
Q4 2024 New
$458B
$250 Million 0.09% of portfolio
1,433
Q4 2024 New
$28.2B
$247 Million 0.09% of portfolio
1,160
Q4 2024 New
$226B
$255 Million 0.09% of portfolio
828
Q4 2024 New
$84.7B
$242 Million 0.09% of portfolio
2,078
Q4 2024 New
$8.34B
$209 Million 0.08% of portfolio
2,598
Q4 2024 New
$80.4B
$225 Million 0.08% of portfolio
1,513
Q4 2024 New
$60.6B
$207 Million 0.08% of portfolio
788
Q4 2024 New
$111B
$233 Million 0.08% of portfolio
1,412
Q4 2024 New
$84.2B
$215 Million 0.08% of portfolio
475
Q4 2024 New
$147B
$226 Million 0.08% of portfolio
586
Q4 2024 New
$36.9B
$109 Million 0.04% of portfolio
11,451
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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