Liberty Wealth Management LLC Purchases and Sells in Q2 2025

Liberty Wealth Management LLC

$610 Million
Q2 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	6.94K + 2.84%	$82.96 - $110.1 $575K - $764K	251K $27.6M
DYNF	29.7K + 6.92%	$43.53 - $54.46 $1.29M - $1.62M	460K $25M
DFAU	13.7K + 1.68%	$34.04 - $42.36 $467K - $581K	828K $35.1M
QUAL	11.4K + 8.27%	$152.42 - $182.82 $1.74M - $2.09M	150K $27.4M
IVE	13.7K + 15.91%	$168.34 - $195.42 $2.31M - $2.68M	99.8K $19.5M
IEMG	51.4K + 39.91%	N/A	180K $9.67M

New Holdings

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	113K New	$54.19 - $67.22 $6.11M - $7.58M	113K $7.58M
MBB	53.3K New	$91.41 - $94.22 $4.87M - $5.02M	53.3K $5.01M
EFG	35.3K New	$89.8 - $112.0 $3.17M - $3.95M	35.3K $3.95M
IAU	62.9K New	$56.1 - $64.74 $3.53M - $4.07M	62.9K $3.92M
EMB	31.1K New	$86.54 - $92.62 $2.69M - $2.88M	31.1K $2.88M
BRK-B	5.54K New	$483.48 - $539.8 $2.68M - $2.99M	5.54K $2.69M

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.9K - 4.29%	$172.42 - $223.89 $846K - $1.1M	109K $22.4M
V	-7.2K - 66.8%	$308.27 - $373.31 $2.22M - $2.69M	3.58K $1.27M
CRWD	-6.27K - 93.57%	$321.63 - $509.31 $2.02M - $3.19M	431 $219K
EMXC	-31K - 22.82%	$50.08 - $63.14 $1.55M - $1.96M	105K $6.62M
VB	-4.05K - 43.89%	$193.73 - $237.37 $784K - $961K	5.17K $1.23M
VFH	-7.08K - 54.08%	$104.87 - $127.3 $742K - $901K	6.01K $764K

Activity Summary All Purchases 166 New Holdings 81 Increased Positions 85 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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