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
MA
Mastercard Inc

Financial Services
963
New
$479.92 - $590.74 $462K - $569K
963 $541K
ADBE
Adobe Inc.

Technology
1.37K
New
$340.0 - $420.68 $464K - $574K
1.37K $528K
TFLO
Ishares Treasury Floating Rate

ETFs
10.1K
New
$50.47 - $50.66 $510K - $512K
10.1K $512K
RTX
Raytheon Technologies Corp

Industrials
3.5K
New
$113.75 - $148.48 $399K - $520K
3.5K $511K
PEG
Public Service Enterprise Group Inc

Utilities
6.01K
New
$77.13 - $84.18 $464K - $506K
6.01K $506K
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 11.41%
$144.7 - $178.6 $187K - $231K
12.6K $2.22M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.06K
New
$141.37 - $228.57 $291K - $470K
2.06K $465K
JNJ
Johnson & Johnson

Healthcare
2.98K
New
$146.36 - $159.82 $436K - $476K
2.98K $455K
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 20.22%
$74.01 - $144.25 $81.5K - $159K
6.55K $892K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.22K
New
$45.11 - $52.34 $371K - $430K
8.22K $429K
VIG
Vanguard Dividend Appreciation

ETFs
2.18K
New
N/A
2.18K $396K
QQQ
Invesco Qqq Trust, Series 1

ETFs
270
+ 9.63%
$416.06 - $551.64 $112K - $149K
3.08K $1.7M
CSCO
Cisco Systems, Inc.

Technology
613
+ 1.41%
$53.19 - $69.38 $32.6K - $42.5K
43.9K $3.05M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.68K
New
$52.84 - $65.52 $300K - $372K
5.68K $371K
VBR
Vanguard Small Cap Value ETF

ETFs
1.54K
+ 19.95%
$162.76 - $195.77 $251K - $301K
9.26K $1.81M
VZ
Verizon Communications Inc

Communication Services
8.24K
New
$41.67 - $45.62 $343K - $376K
8.24K $356K
IYR
Ishares Tr

ETFs
3.71K
New
$84.48 - $96.25 $313K - $357K
3.71K $351K
GS
Goldman Sachs Group Inc

Financial Services
295
+ 42.82%
$462.22 - $707.75 $136K - $209K
984 $696K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.8K
New
$22.3 - $22.57 $308K - $312K
13.8K $310K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.5K
New
$22.81 - $22.97 $308K - $310K
13.5K $309K
VRT
Vertiv Holdings CO

Industrials
3.52K
New
N/A
3.52K $304K
MRK
Merck & Co., Inc.

Healthcare
3.73K
New
$73.47 - $87.12 $274K - $325K
3.73K $294K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
14K
New
$19.44 - $19.88 $272K - $279K
14K $278K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.6K
New
$21.57 - $21.99 $273K - $278K
12.6K $277K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.4K
New
$22.09 - $22.44 $273K - $277K
12.4K $276K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.3K
New
$23.29 - $23.38 $263K - $264K
11.3K $263K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.5K
New
$44.64 - $47.48 $245K - $261K
5.5K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.34K
New
$166.82 - $194.23 $223K - $259K
1.34K $259K
EBAY
Ebay Inc

Consumer Cyclical
3.45K
New
$59.52 - $79.36 $205K - $274K
3.45K $256K
DELL
Dell Technologies Inc.

Technology
2.03K
New
$71.63 - $125.98 $146K - $256K
2.03K $249K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.85K
New
$108.06 - $135.3 $199K - $250K
1.85K $249K
CAT
Caterpillar Inc

Industrials
491
+ 52.85%
$273.94 - $388.21 $135K - $191K
1.42K $551K
EUFN
Ishares Msci Europe Financials

ETFs
7.73K
New
$24.77 - $32.27 $192K - $250K
7.73K $244K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.91K
New
$73.0 - $85.5 $212K - $248K
2.91K $244K
PFE
Pfizer Inc

Healthcare
9.97K
New
$21.59 - $24.84 $215K - $248K
9.97K $241K
NFLX
Netflix Inc

Communication Services
31
+ 6.34%
$855.86 - $1339.13 $26.5K - $41.5K
520 $696K
PANW
Palo Alto Networks Inc

Technology
1.15K
New
$152.44 - $204.64 $175K - $234K
1.15K $234K
MS
Morgan Stanley

Financial Services
1.66K
New
$99.83 - $140.86 $165K - $233K
1.66K $233K
CARR
Carrier Global Corp

Industrials
3.16K
New
$55.55 - $75.83 $176K - $240K
3.16K $231K
NKE
Nike, Inc.

Consumer Cyclical
3.15K
New
$53.27 - $72.04 $168K - $227K
3.15K $223K
PLD
Prologis, Inc.

Real Estate
2.08K
New
$89.76 - $112.34 $187K - $234K
2.08K $218K
GII
Spdr S&P Global Infrasture ETF

ETFs
3.23K
New
$57.32 - $67.33 $185K - $217K
3.23K $217K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
692
New
$177.93 - $313.14 $123K - $217K
692 $216K
MPC
Marathon Petroleum Corp

Energy
1.3K
New
$118.55 - $170.08 $154K - $221K
1.3K $215K
VT
Vanguard Total World Stk Index

ETFs
1.62K
New
$103.16 - $128.52 $167K - $208K
1.62K $208K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.29K
New
$73.7 - $90.98 $169K - $208K
2.29K $208K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.07K
New
$100.35 - $100.71 $208K - $209K
2.07K $208K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.25K
New
$91.43 - $91.74 $205K - $206K
2.25K $206K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.1K
New
$50.28 - $50.47 $206K - $207K
4.1K $206K
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
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