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
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.94K
New
$47.94 - $52.5 $189K - $207K
3.94K $201K
IDV
Ishares Tr

ETFs
5.84K
New
$27.79 - $34.84 $162K - $204K
5.84K $201K
MCK
Mckesson Corp

Healthcare
274
New
$652.83 - $732.78 $179K - $201K
274 $200K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5
+ 0.09%
$139.8 - $197.22 $699 - $986
5.5K $1.08M
DIS
Walt Disney CO

Communication Services
41
+ 0.55%
$81.72 - $124.01 $3.35K - $5.08K
7.53K $933K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
974
+ 9.17%
$58.41 - $72.69 $56.9K - $70.8K
11.6K $842K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.53K
+ 0.49%
$45.12 - $46.23 $69.2K - $70.9K
311K $14.4M
TT
Trane Technologies PLC

Industrials
1
+ 0.11%
$315.21 - $437.41 $315 - $437
908 $397K
GE
General Electric CO

Industrials
49
+ 3.89%
$166.81 - $257.39 $8.17K - $12.6K
1.31K $336K
BA
Boeing CO

Industrials
7
+ 0.34%
$136.59 - $217.51 $956 - $1.52K
2.06K $430K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.25K
+ 7.95%
$47.46 - $55.3 $59.2K - $69K
16.9K $933K
PM
Philip Morris International Inc.

Consumer Defensive
119
+ 5.62%
$149.23 - $184.95 $17.8K - $22K
2.24K $407K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.14%
$81.79 - $99.98 $736 - $900
6.36K $621K
GLD
Spdr Gold Trust

ETFs
122
+ 8.69%
$273.71 - $316.29 $33.4K - $38.6K
1.53K $465K
SOXX
Ishares Semiconductor ETF

ETFs
12
+ 1.04%
$154.86 - $239.07 $1.86K - $2.87K
1.16K $277K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
262
+ 12.12%
$86.93 - $109.64 $22.8K - $28.7K
2.42K $265K
XLF
Financial Sector Spdr

ETFs
590
+ 7.98%
$43.92 - $52.37 $25.9K - $30.9K
7.98K $417K
ADI
Analog Devices Inc

Technology
1
+ 0.08%
$164.6 - $238.02 $165 - $238
1.29K $306K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7
+ 0.15%
$63.36 - $80.23 $444 - $562
4.74K $379K
AVDV
American Centy ETF Tr Avantis

ETFs
69
+ 1.86%
$61.76 - $79.32 $4.26K - $5.47K
3.78K $299K
DGRO
Ishares Core Dividend Growth E

ETFs
423
+ 8.45%
$55.22 - $63.94 $23.4K - $27K
5.43K $347K
VOX
Vanguard Communication Service

ETFs
4
+ 0.25%
$133.12 - $171.03 $532 - $684
1.59K $271K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.23%
$430.82 - $486.45 $8.19K - $9.24K
1.57K $725K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.3K
+ 2.0%
$66.5 - $71.25 $86.6K - $92.8K
66.5K $4.63M
FDD
First Trust Stoxx European Sel

ETFs
188
+ 1.29%
$12.08 - $15.54 $2.27K - $2.92K
14.8K $229K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.21%
$19.1 - $23.83 $554 - $691
13.7K $326K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.22%
$108.12 - $135.04 $432 - $540
1.79K $241K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
342
+ 2.2%
$38.18 - $45.52 $13.1K - $15.6K
15.9K $693K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.35K
+ 3.09%
$53.66 - $58.71 $126K - $138K
78.5K $4.41M
AVUV
American Centy ETF Tr Avantis

ETFs
18
+ 0.48%
$75.17 - $91.21 $1.35K - $1.64K
3.8K $346K
PHM
Pultegroup Inc

Consumer Cyclical
13
+ 0.23%
$92.02 - $106.54 $1.2K - $1.39K
5.55K $585K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15
+ 0.41%
$103.88 - $123.68 $1.56K - $1.86K
3.7K $457K
KO
Coca Cola CO

Consumer Defensive
321
+ 3.6%
$68.37 - $73.9 $21.9K - $23.7K
9.23K $652K
FDVV
Fidelity High Dividend ETF

ETFs
37
+ 0.69%
$43.6 - $52.02 $1.61K - $1.92K
5.4K $280K
KR
Kroger CO

Consumer Defensive
19
+ 0.62%
$64.62 - $74.0 $1.23K - $1.41K
3.07K $219K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
29
+ 0.59%
$42.56 - $50.32 $1.23K - $1.46K
4.91K $246K
RPV
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.59%
$81.66 - $93.76 $1.88K - $2.16K
3.91K $366K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18
+ 0.42%
$75.05 - $77.34 $1.35K - $1.39K
4.27K $330K
HTBK
Heritage Commerce Corp

Financial Services
1
+ 0.01%
$8.25 - $9.93 $8.25 - $9.93
11.4K $113K
MCD
Mcdonalds Corp

Consumer Cyclical
96
+ 7.99%
$285.55 - $321.23 $27.4K - $30.8K
1.3K $378K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$136.49 - $155.22 $136 - $155
1.59K $244K
Jpmorgan Chase
50K
New
N/A
50K $0
Blackrock ETF Trust
63.5K
New
N/A
63.5K $0
Ishares Bitcoin Trust ETF
3.83K
New
N/A
3.83K $0
Oracle Corp
10K
New
N/A
10K $0
Blackrock ETF Trust
92.2K
New
N/A
92.2K $0
Blackrock ETF Trust Ii
1.6K
+ 22.42%
N/A
8.71K $0
Blackrock ETF Trust Ii
2.26K
+ 4.63%
N/A
50.9K $0
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.41%
$126.62 - $154.26 $1.14K - $1.39K
2.18K $277K
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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