Liberty Wealth Management LLC Incresed Positions in Q2 2025

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
6.94K
+ 2.84%
$82.96 - $110.1 $575K - $764K
251K $27.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
29.7K
+ 6.92%
$43.53 - $54.46 $1.29M - $1.62M
460K $25M
DFAU
Dimensional ETF Tr

ETFs
13.7K
+ 1.68%
$34.04 - $42.36 $467K - $581K
828K $35.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.4K
+ 8.27%
$152.42 - $182.82 $1.74M - $2.09M
150K $27.4M
IVE
Ishares S&P 500 Value ETF

ETFs
13.7K
+ 15.91%
$168.34 - $195.42 $2.31M - $2.68M
99.8K $19.5M
IEMG
Ishares Inc

ETFs
51.4K
+ 39.91%
N/A
180K $9.67M
DFAI
Dimensional ETF Tr

ETFs
46.2K
+ 13.41%
$28.02 - $34.71 $1.3M - $1.6M
391K $13.5M
MSFT
Microsoft Corp

Technology
399
+ 2.1%
$354.56 - $497.45 $141K - $198K
19.4K $9.63M
ORCL
Oracle Corp

Technology
219
+ 0.91%
$122.82 - $218.63 $26.9K - $47.9K
24.2K $5.28M
OEF
Ishares S&P 100 ETF

ETFs
6.86K
+ 33.7%
N/A
27.2K $7.24M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.9K
+ 11.38%
$41.1 - $42.37 $1.48M - $1.52M
352K $14.9M
EFV
Msci Eafe Value ETF

ETFs
17.8K
+ 19.66%
$52.4 - $64.65 $934K - $1.15M
109K $6.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.35K
+ 4.89%
$180.84 - $240.32 $244K - $325K
29K $6.97M
META
Meta Platforms, Inc.

Communication Services
319
+ 7.17%
$484.66 - $738.09 $155K - $235K
4.77K $3.52M
AMZN
Amazon Com Inc

Consumer Cyclical
861
+ 3.71%
$167.32 - $223.3 $144K - $192K
24.1K $5.28M
GOOG
Alphabet Inc.

Communication Services
2.4K
+ 15.15%
$146.58 - $180.01 $352K - $432K
18.2K $3.24M
AMAT
Applied Materials Inc

Technology
106
+ 0.56%
$126.95 - $183.52 $13.5K - $19.5K
19K $3.47M
AVGO
Broadcom Inc.

Technology
154
+ 2.47%
$146.29 - $275.65 $22.5K - $42.5K
6.38K $1.76M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.1K
+ 12.08%
$97.29 - $105.63 $788K - $855K
75.1K $7.63M
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 11.41%
$144.7 - $178.6 $187K - $231K
12.6K $2.22M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 20.22%
$74.01 - $144.25 $81.5K - $159K
6.55K $892K
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
VBR
Vanguard Small Cap Value ETF

ETFs
1.54K
+ 19.95%
$162.76 - $195.77 $251K - $301K
9.26K $1.81M
GS
Goldman Sachs Group Inc

Financial Services
295
+ 42.82%
$462.22 - $707.75 $136K - $209K
984 $696K
CAT
Caterpillar Inc

Industrials
491
+ 52.85%
$273.94 - $388.21 $135K - $191K
1.42K $551K
NFLX
Netflix Inc

Communication Services
31
+ 6.34%
$855.86 - $1339.13 $26.5K - $41.5K
520 $696K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.17%
$320.42 - $424.58 $641 - $849
1.19K $505K
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
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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