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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.21%
$19.1 - $23.83 $554 - $691
13.7K $326K
FDD
First Trust Stoxx European Sel

ETFs
188
+ 1.29%
$12.08 - $15.54 $2.27K - $2.92K
14.8K $229K
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
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
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
T Rowe Price ETF Inc
157
+ 0.14%
N/A
110K $0
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.41%
$126.62 - $154.26 $1.14K - $1.39K
2.18K $277K
ABM
Abm Industries Inc

Industrials
4
+ 0.04%
$42.24 - $52.72 $169 - $211
9.78K $461K
NEE
Nextera Energy Inc

Utilities
24
+ 0.68%
$64.11 - $75.0 $1.54K - $1.8K
3.58K $248K
PSA
Public Storage

Real Estate
24
+ 1.41%
$266.31 - $309.77 $6.39K - $7.43K
1.73K $507K
BP
Bp PLC

Energy
783
+ 10.93%
$26.11 - $33.81 $20.4K - $26.5K
7.94K $237K
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.5%
$313.51 - $363.51 $1.57K - $1.82K
1.01K $347K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.06%
$112.02 - $129.0 $224 - $258
3.58K $452K
WEC
Wec Energy Group, Inc.

Utilities
26
+ 1.12%
$102.24 - $109.76 $2.66K - $2.85K
2.34K $243K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$180.53 - $212.64 $181 - $213
1.68K $337K
UNP
Union Pacific Corp

Industrials
3
+ 0.18%
$208.27 - $238.46 $625 - $715
1.7K $391K
WM
Waste Management Inc

Industrials
2
+ 0.01%
$216.47 - $242.1 $433 - $484
16.3K $3.74M
LLY
Eli Lilly & CO

Healthcare
19
+ 1.18%
$713.71 - $898.95 $13.6K - $17.1K
1.62K $1.27M
XOM
Exxon Mobil Corp

Energy
37
+ 0.58%
$99.93 - $119.04 $3.7K - $4.4K
6.41K $691K
ABBV
Abb Vie Inc.

Healthcare
78
+ 1.08%
$170.16 - $206.27 $13.3K - $16.1K
7.29K $1.35M
ENPH
Enphase Energy, Inc.

Technology
2
+ 0.0%
$34.56 - $62.52 $69.1 - $125
130K $5.14M
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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