Liberty Wealth Management LLC Purchases in Q3 2024

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.96K
+ 9.43%
$69.16 - $76.64 $343K - $380K
57.5K $4.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
903
+ 0.89%
$56.47 - $63.69 $51K - $57.5K
102K $6.44M
LLY
Eli Lilly & CO

Healthcare
356
+ 33.49%
$772.14 - $960.02 $275K - $342K
1.42K $1.26M
GE
General Electric CO

Industrials
1.49K
New
$156.66 - $189.66 $233K - $282K
1.49K $280K
IRM
Iron Mountain Inc

Real Estate
2.26K
New
$89.69 - $119.32 $203K - $270K
2.26K $268K
NVS
Novartis Ag

Healthcare
2.26K
New
$106.13 - $120.89 $239K - $273K
2.26K $259K
CARR
Carrier Global Corp

Industrials
3.18K
New
$61.9 - $80.88 $197K - $258K
3.18K $256K
BMY
Bristol Myers Squibb CO

Healthcare
4.79K
New
$39.66 - $51.75 $190K - $248K
4.79K $248K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.04K
New
$44.65 - $47.21 $225K - $238K
5.04K $235K
PLD
Prologis, Inc.

Real Estate
1.86K
New
$111.95 - $132.43 $208K - $246K
1.86K $234K
VB
Vanguard Small Cap ETF

ETFs
182
+ 1.94%
$214.77 - $237.72 $39.1K - $43.3K
9.55K $2.26M
ACN
Accenture PLC

Technology
621
New
$295.44 - $355.81 $183K - $221K
621 $219K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.54K
New
$55.06 - $62.25 $195K - $220K
3.54K $217K
DEO
Diageo PLC

Consumer Defensive
1.52K
New
$120.02 - $140.77 $183K - $214K
1.52K $213K
SRE
Sempra Energy

Utilities
2.45K
New
$74.97 - $84.04 $184K - $206K
2.45K $205K
WELL
Welltower Inc.

Real Estate
1.59K
New
$104.0 - $129.74 $165K - $206K
1.59K $203K
ESS
Essex Property Trust, Inc.

Real Estate
681
New
$272.82 - $272.82 $186K - $186K
681 $185K
ADP
Automatic Data Processing Inc

Industrials
265
+ 9.25%
$233.44 - $279.45 $61.9K - $74.1K
3.13K $866K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.56K
+ 15.68%
$60.84 - $67.51 $95K - $105K
11.5K $778K
VFH
Vanguard Financial ETF

ETFs
43
+ 0.34%
$99.27 - $111.21 $4.27K - $4.78K
12.8K $1.41M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.82K
+ 34.82%
$37.45 - $44.25 $106K - $125K
10.9K $466K
VNQ
Vanguard Specialized Funds Van

ETFs
115
+ 1.5%
$82.97 - $98.97 $9.54K - $11.4K
7.77K $756K
BNDX
Vanguard Total International B

ETFs
1.65K
+ 20.17%
$48.42 - $50.35 $79.8K - $83K
9.82K $493K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
378
+ 2.37%
$53.41 - $57.9 $20.2K - $21.9K
16.3K $944K
WEC
Wec Energy Group, Inc.

Utilities
209
+ 7.86%
$77.68 - $96.19 $16.2K - $20.1K
2.87K $275K
XLK
Technology Sector Spdr

ETFs
303
+ 10.93%
$197.34 - $237.68 $59.8K - $72K
3.07K $693K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
738
+ 12.11%
$48.51 - $52.86 $35.8K - $39K
6.83K $361K
GILD
Gilead Sciences, Inc.

Healthcare
63
+ 1.98%
$66.59 - $83.99 $4.2K - $5.29K
3.24K $271K
ICLN
Ishares

ETFs
1.33K
+ 6.08%
$13.26 - $14.77 $17.7K - $19.7K
23.2K $341K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.2%
$236.92 - $263.4 $1.66K - $1.84K
3.57K $940K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
276
+ 13.14%
$147.95 - $191.05 $40.8K - $52.7K
2.38K $412K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
747
+ 9.41%
$31.67 - $39.16 $23.7K - $29.3K
8.69K $311K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
392
+ 8.99%
$76.38 - $78.87 $29.9K - $30.9K
4.75K $374K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
28
+ 4.65%
$386.81 - $423.12 $10.8K - $11.8K
630 $266K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
468
+ 2.82%
$38.33 - $42.48 $17.9K - $19.9K
17K $716K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 1.39%
$138.85 - $182.81 $2.78K - $3.66K
1.46K $259K
VRT
Vertiv Holdings CO

Industrials
295
+ 7.85%
$86.66 - $86.66 $25.6K - $25.6K
4.05K $351K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
171
+ 4.46%
$74.26 - $78.84 $12.7K - $13.5K
4.01K $313K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
10
+ 0.21%
$65.15 - $72.97 $652 - $730
4.78K $348K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
45
+ 0.83%
$152.9 - $180.39 $6.88K - $8.12K
5.46K $952K
AVUV
American Centy ETF Tr Avantis

ETFs
15
+ 0.4%
$88.24 - $99.7 $1.32K - $1.5K
3.75K $359K
RPV
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.55%
$82.04 - $89.49 $1.72K - $1.88K
3.84K $341K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
36
+ 0.75%
$43.97 - $48.45 $1.58K - $1.74K
4.81K $233K
ABM
Abm Industries Inc

Industrials
3
+ 0.03%
$48.97 - $57.15 $147 - $171
9.77K $515K
FDD
First Trust Stoxx European Sel

ETFs
471
+ 3.42%
$11.46 - $12.62 $5.4K - $5.94K
14.3K $177K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.32%
$57.32 - $62.65 $688 - $752
3.82K $238K
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.2%
$107.72 - $119.96 $431 - $480
2.04K $243K
ROST
Ross Stores, Inc.

Consumer Cyclical
19
+ 0.89%
$136.06 - $155.24 $2.59K - $2.95K
2.15K $323K
HTBK
Heritage Commerce Corp

Financial Services
1
+ 0.01%
$8.22 - $10.71 $8.22 - $10.7
11.4K $112K
Activity Summary
Buys All Purchases 77 New Holdings 34 Increased Positions 43 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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