Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

Liberty Wealth Management LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.2M, Dimensional ETF Tr U S Core Eq with a value of $31.4M, Dimensional ETF Tr with a value of $30.5M, Apple Inc. with a value of $29.2M, and Dimensional ETF Tr Dimensional with a value of $26.4M.

Examining the 13F form we can see an increase of $8.22M in the current position value, from $569M to 578M.

Liberty Wealth Management LLC is based out at Oakland, CA

Below you can find more details about Liberty Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $578 Million
ETFs: $427 Million
Technology: $78.8 Million
Consumer Cyclical: $17.6 Million
Financial Services: $12.9 Million
Healthcare: $11.2 Million
Communication Services: $9.8 Million
Industrials: $9.5 Million
Consumer Defensive: $4.46 Million
Other: $6.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.2 Million 6.09% of portfolio
59,813
Q4 2024 Reduced 16.62%
$0
$31.4 Million 5.43% of portfolio
907,090
Q4 2024 Reduced 0.53%
$0
$30.5 Million 5.28% of portfolio
753,350
Q4 2024 Added 4.85%
$3.86T
$29.2 Million 5.06% of portfolio
116,709
Q4 2024 Reduced 1.47%
$0
$26.4 Million 4.58% of portfolio
782,259
Q4 2024 Reduced 1.13%
$0
$23.5 Million 4.07% of portfolio
231,335
Q4 2024 Reduced 2.71%
$0
$21.3 Million 3.69% of portfolio
119,750
Q4 2024 Added 4.34%
$0
$20.8 Million 3.6% of portfolio
405,740
Q4 2024 Added 2.27%
$0
$14 Million 2.43% of portfolio
310,344
Q4 2024 Reduced 5.64%
$0
$13.3 Million 2.31% of portfolio
322,645
Q4 2024 Added 5.98%
$327B
$13.2 Million 2.29% of portfolio
98,532
Q4 2024 Added 5.19%
$0
$13 Million 2.25% of portfolio
503,581
Q4 2024 Added 1.28%
$0
$12.5 Million 2.16% of portfolio
43,050
Q4 2024 Added 2.17%
$0
$12.2 Million 2.12% of portfolio
173,901
Q4 2024 Added 46.32%
$0
$12.1 Million 2.1% of portfolio
415,575
Q4 2024 Added 45.5%
$0
$11.3 Million 1.96% of portfolio
59,361
Q4 2024 Added 2.95%
$0
$9.36 Million 1.62% of portfolio
168,888
Q4 2024 Added 38.06%
$8.66B
$8.37 Million 1.45% of portfolio
121,892
Q4 2024 Reduced -0.0%
$2.98T
$7.98 Million 1.38% of portfolio
18,922
Q4 2024 Added 1.58%
$0
$7.76 Million 1.34% of portfolio
139,330
Q4 2024 Reduced 1.45%
$0
$7.42 Million 1.28% of portfolio
46,533
Q4 2024 Reduced 6.09%
$0
$6.84 Million 1.18% of portfolio
270,923
Q4 2024 Added 1.96%
$0
$6.42 Million 1.11% of portfolio
244,958
Q4 2024 Added 1.04%
$0
$6.07 Million 1.05% of portfolio
105,797
Q4 2024 Added 3.51%
$0
$5.84 Million 1.01% of portfolio
111,234
Q4 2024 Added 20.6%
$0
$5.59 Million 0.97% of portfolio
57,723
Q4 2024 Added 23.79%
$0
$5.26 Million 0.91% of portfolio
25,397
Q4 2024 New
$0
$5.21 Million 0.9% of portfolio
56,774
Q4 2024 Added 0.68%
$205B
$5.16 Million 0.89% of portfolio
9,886
Q4 2024 Reduced 3.71%
$0
$4.95 Million 0.86% of portfolio
56,723
Q4 2024 Reduced 18.38%
$0
$4.97 Million 0.86% of portfolio
186,935
Q4 2024 Added 2.31%
$0
$4.33 Million 0.75% of portfolio
63,307
Q4 2024 Added 10.04%
$2.18T
$4.34 Million 0.75% of portfolio
19,761
Q4 2024 Reduced 3.44%
$0
$4.08 Million 0.71% of portfolio
7,574
Q4 2024 Reduced 12.6%
$0
$4.09 Million 0.71% of portfolio
76,176
Q4 2024 Added 201.66%
$0
$4.1 Million 0.71% of portfolio
74,017
Q4 2024 Added 10.75%
$465B
$4 Million 0.69% of portfolio
24,008
Q4 2024 Reduced 0.7%
$573B
$3.49 Million 0.6% of portfolio
11,057
Q4 2024 Reduced 40.07%
$93.9B
$3.3 Million 0.57% of portfolio
16,336
Q4 2024 Added 0.01%
$0
$3.22 Million 0.56% of portfolio
69,582
Q4 2024 Added 2.82%
$304B
$3.23 Million 0.56% of portfolio
22,326
Q4 2024 Added 0.84%
$145B
$2.98 Million 0.52% of portfolio
18,301
Q4 2024 Reduced 17.29%
$1.06T
$3 Million 0.52% of portfolio
15,762
Q4 2024 Added 39.86%
$0
$3 Million 0.52% of portfolio
17,732
Q4 2024 Reduced 0.48%
$0
$2.7 Million 0.47% of portfolio
4,342
Q4 2024 Added 1.61%
$650B
$2.68 Million 0.46% of portfolio
5,913
Q4 2024 Reduced 0.42%
$1.48T
$2.57 Million 0.45% of portfolio
4,363
Q4 2024 Reduced 2.07%
$263B
$2.58 Million 0.45% of portfolio
43,646
Q4 2024 Added 2.01%
$0
$2.49 Million 0.43% of portfolio
27,923
Q4 2024 Reduced 3.9%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $578 Million
  • Prior Value $569 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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