Liberty Wealth Management LLC Purchases in Q2 2025

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
113K
New
$54.19 - $67.22 $6.11M - $7.58M
113K $7.58M
MBB
Ishares Tr

ETFs
53.3K
New
$91.41 - $94.22 $4.87M - $5.02M
53.3K $5.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.94K
+ 2.84%
$82.96 - $110.1 $575K - $764K
251K $27.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
29.7K
+ 6.92%
$43.53 - $54.46 $1.29M - $1.62M
460K $25M
EFG
Msci Eafe Growth ETF

ETFs
35.3K
New
$89.8 - $112.0 $3.17M - $3.95M
35.3K $3.95M
IAU
Ishares Gold Trust

ETFs
62.9K
New
$56.1 - $64.74 $3.53M - $4.07M
62.9K $3.92M
DFAU
Dimensional ETF Tr

ETFs
13.7K
+ 1.68%
$34.04 - $42.36 $467K - $581K
828K $35.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.4K
+ 8.27%
$152.42 - $182.82 $1.74M - $2.09M
150K $27.4M
IVE
Ishares S&P 500 Value ETF

ETFs
13.7K
+ 15.91%
$168.34 - $195.42 $2.31M - $2.68M
99.8K $19.5M
EMB
Ishares Tr

ETFs
31.1K
New
$86.54 - $92.62 $2.69M - $2.88M
31.1K $2.88M
DFAI
Dimensional ETF Tr

ETFs
46.2K
+ 13.41%
$28.02 - $34.71 $1.3M - $1.6M
391K $13.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.54K
New
$483.48 - $539.8 $2.68M - $2.99M
5.54K $2.69M
VGT
Vanguard Information Technolog

ETFs
3.96K
New
$470.37 - $663.28 $1.86M - $2.63M
3.96K $2.63M
MSFT
Microsoft Corp

Technology
399
+ 2.1%
$354.56 - $497.45 $141K - $198K
19.4K $9.63M
VUG
Vanguard Growth ETF

ETFs
5.16K
New
$329.49 - $438.4 $1.7M - $2.26M
5.16K $2.26M
HEFA
Ishares Currency Hedged Msci E

ETFs
57.1K
New
$32.11 - $38.21 $1.83M - $2.18M
57.1K $2.17M
ORCL
Oracle Corp

Technology
219
+ 0.91%
$122.82 - $218.63 $26.9K - $47.9K
24.2K $5.28M
VEA
Vanguard Ftse Developed Market

ETFs
32.7K
New
$45.65 - $57.01 $1.49M - $1.86M
32.7K $1.86M
OEF
Ishares S&P 100 ETF

ETFs
6.86K
+ 33.7%
N/A
27.2K $7.24M
VTI
Vanguard Total Stock Market Et

ETFs
1.02K
+ 2.34%
$243.75 - $303.93 $249K - $311K
44.8K $13.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.9K
+ 11.38%
$41.1 - $42.37 $1.48M - $1.52M
352K $14.9M
IBM
International Business Machines Corp

Technology
5.34K
New
$221.03 - $294.78 $1.18M - $1.57M
5.34K $1.57M
EFV
Msci Eafe Value ETF

ETFs
17.8K
+ 19.66%
$52.4 - $64.65 $934K - $1.15M
109K $6.89M
JPM
Jpmorgan Chase & CO

Financial Services
4.93K
New
$210.28 - $289.91 $1.04M - $1.43M
4.93K $1.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.2K
New
$83.97 - $92.85 $1.36M - $1.5M
16.2K $1.43M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.35K
+ 4.89%
$180.84 - $240.32 $244K - $325K
29K $6.97M
ADP
Automatic Data Processing Inc

Industrials
4.4K
New
$276.76 - $326.81 $1.22M - $1.44M
4.4K $1.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26.5K
New
$50.09 - $51.09 $1.33M - $1.35M
26.5K $1.35M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
15.7K
New
$61.92 - $81.5 $969K - $1.28M
15.7K $1.27M
PG
Procter & Gamble CO

Consumer Defensive
7.23K
New
$157.66 - $172.39 $1.14M - $1.25M
7.23K $1.15M
SNOW
Snowflake Inc.

Technology
5.11K
New
$130.53 - $223.77 $668K - $1.14M
5.11K $1.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.6K
New
$85.42 - $94.39 $909K - $1M
10.6K $998K
META
Meta Platforms, Inc.

Communication Services
319
+ 7.17%
$484.66 - $738.09 $155K - $235K
4.77K $3.52M
WFC
Wells Fargo & Company

Financial Services
11.3K
New
$60.98 - $80.12 $689K - $905K
11.3K $904K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
New
$496.48 - $617.85 $720K - $897K
1.45K $896K
AMZN
Amazon Com Inc

Consumer Cyclical
861
+ 3.71%
$167.32 - $223.3 $144K - $192K
24.1K $5.28M
AMD
Advanced Micro Devices Inc

Technology
6.05K
New
$78.21 - $143.81 $473K - $869K
6.05K $857K
IYH
Ishares Tr

ETFs
14.2K
New
$53.97 - $60.17 $764K - $852K
14.2K $799K
GOOG
Alphabet Inc.

Communication Services
2.4K
+ 15.15%
$146.58 - $180.01 $352K - $432K
18.2K $3.24M
AMAT
Applied Materials Inc

Technology
106
+ 0.56%
$126.95 - $183.52 $13.5K - $19.5K
19K $3.47M
AVGO
Broadcom Inc.

Technology
154
+ 2.47%
$146.29 - $275.65 $22.5K - $42.5K
6.38K $1.76M
IYF
Ishares Tr

ETFs
5.92K
New
$99.23 - $120.99 $587K - $716K
5.92K $716K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14K
New
$39.89 - $49.46 $559K - $694K
14K $693K
IYK
Ishares U.S. Consumer Staples

ETFs
9.63K
New
$67.29 - $72.42 $648K - $697K
9.63K $678K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.1K
+ 12.08%
$97.29 - $105.63 $788K - $855K
75.1K $7.63M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.56K
New
$82.51 - $109.2 $459K - $608K
5.56K $607K
IYE
Ishares Tr

ETFs
13K
New
$40.36 - $49.67 $526K - $647K
13K $589K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.64K
New
$102.02 - $103.5 $575K - $584K
5.64K $580K
CRM
Salesforce, Inc.

Technology
2.08K
New
$236.26 - $291.15 $490K - $604K
2.08K $566K
Activity Summary
Buys All Purchases 166 New Holdings 81 Increased Positions 85 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email