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
USB
Us Bancorp \De\

Financial Services
87
+ 1.03%
$43.98 - $53.66 $3.83K - $4.67K
8.51K $407K
BNDX
Vanguard Total International B

ETFs
673
+ 6.85%
$48.91 - $50.61 $32.9K - $34.1K
10.5K $514K
PG
Procter & Gamble CO

Consumer Defensive
348
+ 4.97%
$161.05 - $179.7 $56K - $62.5K
7.34K $1.23M
SRE
Sempra Energy

Utilities
27
+ 1.1%
$80.81 - $94.77 $2.18K - $2.56K
2.48K $217K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
440
+ 3.55%
$40.38 - $44.35 $17.8K - $19.5K
12.8K $524K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.78K
+ 10.04%
$68.25 - $75.42 $394K - $436K
63.3K $4.33M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
19
+ 0.52%
$121.89 - $135.52 $2.32K - $2.57K
3.67K $458K
RPV
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.55%
$87.41 - $97.21 $1.84K - $2.04K
3.86K $348K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
103
+ 2.7%
$61.68 - $67.87 $6.35K - $6.99K
3.92K $244K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.28%
$124.26 - $134.12 $621 - $671
1.82K $233K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.7%
N/A
2.16K $394K
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 0.28%
$138.59 - $156.61 $832 - $940
2.15K $325K
DUK
Duke Energy Corp

Utilities
138
+ 7.35%
$105.76 - $120.76 $14.6K - $16.7K
2.02K $217K
ABT
Abbott Laboratories

Healthcare
44
+ 0.95%
$111.93 - $119.39 $4.92K - $5.25K
4.67K $527K
Blackrock ETF Trust Ii
10.3K
+ 31.08%
N/A
43.3K $0
T Rowe Price ETF Inc
9.1K
+ 8.92%
N/A
111K $0
QCOM
Qualcomm Inc

Technology
148
+ 10.41%
$150.4 - $178.04 $22.3K - $26.3K
1.57K $241K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.09%
$90.66 - $99.46 $181 - $199
2.29K $207K
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.39%
$117.09 - $123.07 $937 - $985
2.05K $240K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$123.11 - $139.3 $123 - $139
1.59K $200K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
36
+ 0.75%
$46.9 - $50.96 $1.69K - $1.83K
4.85K $229K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
167
+ 0.98%
$40.97 - $42.66 $6.84K - $7.12K
17.2K $712K
DELL
Dell Technologies Inc.

Technology
10
+ 0.5%
$111.96 - $144.21 $1.12K - $1.44K
2.02K $233K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
287
+ 3.3%
$32.55 - $36.44 $9.34K - $10.5K
8.98K $304K
JNJ
Johnson & Johnson

Healthcare
333
+ 10.37%
$143.34 - $165.86 $47.7K - $55.2K
3.54K $512K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.32%
$113.92 - $127.38 $2.16K - $2.42K
5.88K $676K
BP
Bp PLC

Energy
85
+ 1.18%
$28.16 - $33.14 $2.39K - $2.82K
7.28K $215K
NVS
Novartis Ag

Healthcare
296
+ 13.13%
$96.78 - $117.18 $28.6K - $34.7K
2.55K $248K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
47
+ 1.17%
$74.5 - $78.37 $3.5K - $3.68K
4.05K $302K
FDD
First Trust Stoxx European Sel

ETFs
269
+ 1.89%
$11.07 - $12.33 $2.98K - $3.32K
14.5K $163K
ABM
Abm Industries Inc

Industrials
3
+ 0.03%
$50.32 - $58.61 $151 - $176
9.78K $500K
SBUX
Starbucks Corp

Consumer Cyclical
114
+ 2.84%
$87.44 - $102.5 $9.97K - $11.7K
4.13K $376K
AVDV
American Centy ETF Tr Avantis

ETFs
91
+ 2.51%
$63.85 - $70.4 $5.81K - $6.41K
3.72K $241K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.19K
+ 10.75%
$55.1 - $61.74 $396K - $444K
74K $4.1M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.17%
$288.47 - $316.54 $577 - $633
1.17K $340K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.22%
$114.45 - $127.21 $916 - $1.02K
3.58K $414K
VNQ
Vanguard Specialized Funds Van

ETFs
513
+ 6.6%
$87.85 - $98.6 $45.1K - $50.6K
8.28K $737K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 1.98%
$385.02 - $431.37 $17.7K - $19.8K
2.37K $921K
UNP
Union Pacific Corp

Industrials
47
+ 2.85%
$223.15 - $249.32 $10.5K - $11.7K
1.7K $386K
ADI
Analog Devices Inc

Technology
4
+ 0.31%
$206.35 - $236.48 $825 - $946
1.29K $274K
A
Agilent Technologies, Inc.

Healthcare
2
+ 0.12%
$125.69 - $146.56 $251 - $293
1.67K $223K
PLD
Prologis, Inc.

Real Estate
116
+ 6.24%
$101.4 - $126.96 $11.8K - $14.7K
1.98K $208K
CVX
Chevron Corp

Energy
187
+ 0.84%
$141.15 - $162.53 $26.4K - $30.4K
22.3K $3.23M
PEG
Public Service Enterprise Group Inc

Utilities
14
+ 0.24%
$81.87 - $94.51 $1.15K - $1.32K
5.95K $502K
LLY
Eli Lilly & CO

Healthcare
167
+ 11.77%
$727.2 - $932.06 $121K - $156K
1.59K $1.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
417
+ 5.08%
$75.1 - $82.99 $31.3K - $34.6K
8.62K $651K
MSFT
Microsoft Corp

Technology
295
+ 1.58%
$406.35 - $454.46 $120K - $134K
18.9K $7.98M
IVE
Ishares S&P 500 Value ETF

ETFs
1.7K
+ 2.95%
$189.5 - $206.17 $322K - $351K
59.4K $11.3M
CARR
Carrier Global Corp

Industrials
5
+ 0.16%
$66.69 - $82.65 $333 - $413
3.19K $217K
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