Liberty Wealth Management LLC Incresed Positions in Q4 2024

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
7.37K
+ 41.23%
$213.65 - $479.86 $1.57M - $3.54M
25.2K $10.2M
DFAI
Dimensional ETF Tr

ETFs
130K
+ 45.5%
$29.0 - $31.6 $3.77M - $4.11M
416K $12.1M
IEFA
Ishares Tr

ETFs
55.1K
+ 46.32%
$70.06 - $77.43 $3.86M - $4.26M
174K $12.2M
IEMG
Ishares Inc

ETFs
50.9K
+ 201.66%
N/A
76.2K $4.09M
DFAU
Dimensional ETF Tr

ETFs
34.9K
+ 4.85%
$39.27 - $42.38 $1.37M - $1.48M
753K $30.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
46.6K
+ 38.06%
$55.45 - $61.08 $2.58M - $2.84M
169K $9.36M
NVDA
Nvidia Corp

Technology
4.86K
+ 5.19%
$117.0 - $148.88 $569K - $724K
98.5K $13.2M
IAU
Ishares Gold Trust

ETFs
31K
+ 480.9%
$48.37 - $52.65 $1.5M - $1.63M
37.4K $1.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9K
+ 2.27%
$49.03 - $53.35 $441K - $480K
406K $20.8M
GOOG
Alphabet Inc.

Communication Services
4.49K
+ 39.86%
$163.08 - $198.16 $733K - $890K
15.8K $3M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 20.7%
$161.86 - $196.66 $309K - $375K
11.1K $2.1M
EFG
Msci Eafe Growth ETF

ETFs
11.1K
+ 23.79%
$96.83 - $106.88 $1.07M - $1.19M
57.7K $5.59M
VTI
Vanguard Total Stock Market Et

ETFs
914
+ 2.17%
$280.04 - $302.45 $256K - $276K
43.1K $12.5M
EFV
Msci Eafe Value ETF

ETFs
19K
+ 20.6%
$51.78 - $57.15 $984K - $1.09M
111K $5.84M
ADP
Automatic Data Processing Inc

Industrials
1.55K
+ 49.6%
$280.08 - $307.97 $435K - $478K
4.68K $1.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.6K
+ 609.24%
$22.01 - $66.82 $608K - $1.85M
32.2K $730K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 0.24%
$275.15 - $388.2 $4.4K - $6.21K
6.66K $2.28M
CRM
Salesforce, Inc.

Technology
923
+ 102.78%
$270.87 - $367.87 $250K - $340K
1.82K $608K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.31K
+ 41.47%
$99.04 - $109.59 $427K - $472K
14.7K $1.46M
CSCO
Cisco Systems, Inc.

Technology
858
+ 2.01%
$52.45 - $60.02 $45K - $51.5K
43.6K $2.58M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.34K
+ 99.11%
$50.73 - $51.08 $271K - $273K
10.7K $545K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.2K
+ 5.98%
$41.17 - $43.34 $750K - $790K
323K $13.3M
VGT
Vanguard Information Technolog

ETFs
69
+ 1.61%
$571.78 - $647.97 $39.5K - $44.7K
4.34K $2.7M
XOM
Exxon Mobil Corp

Energy
2.18K
+ 44.3%
$105.51 - $125.37 $230K - $273K
7.09K $762K
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 20.52%
$873.59 - $994.69 $131K - $149K
881 $807K
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 2.34%
$205.18 - $250.29 $21.5K - $26.3K
4.59K $1.1M
VUG
Vanguard Growth ETF

ETFs
9
+ 0.16%
$378.79 - $428.11 $3.41K - $3.85K
5.61K $2.3M
VFH
Vanguard Financial ETF

ETFs
334
+ 2.6%
$108.87 - $126.2 $36.4K - $42.2K
13.2K $1.55M
BAC
Bank Of America Corp

Financial Services
743
+ 2.83%
$39.22 - $47.77 $29.1K - $35.5K
27K $1.19M
IBM
International Business Machines Corp

Technology
580
+ 12.29%
$204.9 - $238.04 $119K - $138K
5.3K $1.17M
DIS
Walt Disney CO

Communication Services
44
+ 0.58%
$92.39 - $117.6 $4.07K - $5.17K
7.62K $848K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.19K
+ 37.09%
$83.09 - $89.28 $99K - $106K
4.41K $374K
MGK
Vanguard Mega Cap Growth ETF

ETFs
62
+ 1.61%
$316.94 - $357.88 $19.7K - $22.2K
3.92K $1.35M
OEF
Ishares S&P 100 ETF

ETFs
324
+ 7.68%
N/A
4.54K $1.21M
ALL
Allstate Corp

Financial Services
378
+ 23.19%
$181.25 - $208.2 $68.5K - $78.7K
2.01K $387K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.8%
$481.22 - $538.17 $10.6K - $11.8K
2.76K $1.41M
BMY
Bristol Myers Squibb CO

Healthcare
914
+ 19.07%
$51.92 - $59.94 $47.5K - $54.8K
5.71K $322K
TTD
Trade Desk, Inc.

Technology
430
+ 20.7%
$108.7 - $139.51 $46.7K - $60K
2.51K $294K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
34
+ 0.62%
$170.03 - $192.78 $5.78K - $6.55K
5.49K $1.02M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.22%
$79.1 - $95.7 $1.11K - $1.34K
6.48K $585K
VBR
Vanguard Small Cap Value ETF

ETFs
356
+ 4.92%
$197.36 - $217.3 $70.3K - $77.4K
7.59K $1.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
730
+ 15.36%
$77.02 - $78.58 $56.2K - $57.4K
5.48K $423K
IFRA
Ishares Tr

ETFs
1.91K
+ 2.82%
$45.94 - $51.71 $87.7K - $98.7K
69.6K $3.22M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
16
+ 0.15%
$42.05 - $48.31 $673 - $773
10.9K $505K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
987
+ 14.44%
$51.09 - $55.27 $50.4K - $54.6K
7.82K $399K
XLF
Financial Sector Spdr

ETFs
222
+ 3.1%
$44.89 - $51.34 $9.97K - $11.4K
7.39K $356K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
910
+ 5.57%
$56.06 - $61.35 $51K - $55.8K
17.2K $973K
INTU
Intuit Inc

Technology
22
+ 1.1%
$602.01 - $706.25 $13.2K - $15.5K
2.02K $1.27M
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.36%
$260.27 - $280.65 $3.38K - $3.65K
3.58K $966K
Activity Summary
Buys All Purchases 133 New Holdings 17 Increased Positions 116 Sells All Sells 68 Reductions 68 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