Liberty Wealth Management LLC Incresed Positions 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
VB
Vanguard Small Cap ETF

ETFs
182
+ 1.94%
$214.77 - $237.72 $39.1K - $43.3K
9.55K $2.26M
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
XLK
Technology Sector Spdr

ETFs
303
+ 10.93%
$197.34 - $237.68 $59.8K - $72K
3.07K $693K
WEC
Wec Energy Group, Inc.

Utilities
209
+ 7.86%
$77.68 - $96.19 $16.2K - $20.1K
2.87K $275K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 1.39%
$138.85 - $182.81 $2.78K - $3.66K
1.46K $259K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
468
+ 2.82%
$38.33 - $42.48 $17.9K - $19.9K
17K $716K
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
DIVB
Ishares Tr U S Divid & Buyback

ETFs
36
+ 0.75%
$43.97 - $48.45 $1.58K - $1.74K
4.81K $233K
RPV
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.55%
$82.04 - $89.49 $1.72K - $1.88K
3.84K $341K
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
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.04%
$84.81 - $93.54 $84.8 - $93.5
2.28K $209K
WFC
Wells Fargo & Company

Financial Services
748
+ 6.16%
$51.58 - $60.97 $38.6K - $45.6K
12.9K $728K
BP
Bp PLC

Energy
3
+ 0.04%
$30.78 - $37.05 $92.3 - $111
7.2K $225K
DELL
Dell Technologies Inc.

Technology
7
+ 0.35%
$87.89 - $145.97 $615 - $1.02K
2.01K $238K
GOOG
Alphabet Inc.

Communication Services
76
+ 0.68%
$149.54 - $192.66 $11.4K - $14.6K
11.3K $1.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
19
+ 0.29%
$217.89 - $392.15 $4.14K - $7.45K
6.64K $1.86M
AMAT
Applied Materials Inc

Technology
204
+ 0.93%
$174.88 - $254.97 $35.7K - $52K
22.1K $4.47M
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
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