Liberty Wealth Management LLC New Holdings in Q2 2025

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
113K
New
$54.19 - $67.22 $6.11M - $7.58M
113K $7.58M
MBB
Ishares Tr

ETFs
53.3K
New
$91.41 - $94.22 $4.87M - $5.02M
53.3K $5.01M
EFG
Msci Eafe Growth ETF

ETFs
35.3K
New
$89.8 - $112.0 $3.17M - $3.95M
35.3K $3.95M
IAU
Ishares Gold Trust

ETFs
62.9K
New
$56.1 - $64.74 $3.53M - $4.07M
62.9K $3.92M
EMB
Ishares Tr

ETFs
31.1K
New
$86.54 - $92.62 $2.69M - $2.88M
31.1K $2.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.54K
New
$483.48 - $539.8 $2.68M - $2.99M
5.54K $2.69M
VGT
Vanguard Information Technolog

ETFs
3.96K
New
$470.37 - $663.28 $1.86M - $2.63M
3.96K $2.63M
VUG
Vanguard Growth ETF

ETFs
5.16K
New
$329.49 - $438.4 $1.7M - $2.26M
5.16K $2.26M
HEFA
Ishares Currency Hedged Msci E

ETFs
57.1K
New
$32.11 - $38.21 $1.83M - $2.18M
57.1K $2.17M
VEA
Vanguard Ftse Developed Market

ETFs
32.7K
New
$45.65 - $57.01 $1.49M - $1.86M
32.7K $1.86M
JPM
Jpmorgan Chase & CO

Financial Services
4.93K
New
$210.28 - $289.91 $1.04M - $1.43M
4.93K $1.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.2K
New
$83.97 - $92.85 $1.36M - $1.5M
16.2K $1.43M
ADP
Automatic Data Processing Inc

Industrials
4.4K
New
$276.76 - $326.81 $1.22M - $1.44M
4.4K $1.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26.5K
New
$50.09 - $51.09 $1.33M - $1.35M
26.5K $1.35M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
15.7K
New
$61.92 - $81.5 $969K - $1.28M
15.7K $1.27M
PG
Procter & Gamble CO

Consumer Defensive
7.23K
New
$157.66 - $172.39 $1.14M - $1.25M
7.23K $1.15M
SNOW
Snowflake Inc.

Technology
5.11K
New
$130.53 - $223.77 $668K - $1.14M
5.11K $1.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.6K
New
$85.42 - $94.39 $909K - $1M
10.6K $998K
WFC
Wells Fargo & Company

Financial Services
11.3K
New
$60.98 - $80.12 $689K - $905K
11.3K $904K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
New
$496.48 - $617.85 $720K - $897K
1.45K $896K
AMD
Advanced Micro Devices Inc

Technology
6.05K
New
$78.21 - $143.81 $473K - $869K
6.05K $857K
IYH
Ishares Tr

ETFs
14.2K
New
$53.97 - $60.17 $764K - $852K
14.2K $799K
IYF
Ishares Tr

ETFs
5.92K
New
$99.23 - $120.99 $587K - $716K
5.92K $716K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14K
New
$39.89 - $49.46 $559K - $694K
14K $693K
IYK
Ishares U.S. Consumer Staples

ETFs
9.63K
New
$67.29 - $72.42 $648K - $697K
9.63K $678K
VONG
Vanguard Russell 1000 Growth E

ETFs
5.56K
New
$82.51 - $109.2 $459K - $608K
5.56K $607K
IYE
Ishares Tr

ETFs
13K
New
$40.36 - $49.67 $526K - $647K
13K $589K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.64K
New
$102.02 - $103.5 $575K - $584K
5.64K $580K
CRM
Salesforce, Inc.

Technology
2.08K
New
$236.26 - $291.15 $490K - $604K
2.08K $566K
MA
Mastercard Inc

Financial Services
963
New
$479.92 - $590.74 $462K - $569K
963 $541K
ADBE
Adobe Inc.

Technology
1.37K
New
$340.0 - $420.68 $464K - $574K
1.37K $528K
TFLO
Ishares Treasury Floating Rate

ETFs
10.1K
New
$50.47 - $50.66 $510K - $512K
10.1K $512K
RTX
Raytheon Technologies Corp

Industrials
3.5K
New
$113.75 - $148.48 $399K - $520K
3.5K $511K
PEG
Public Service Enterprise Group Inc

Utilities
6.01K
New
$77.13 - $84.18 $464K - $506K
6.01K $506K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.06K
New
$141.37 - $228.57 $291K - $470K
2.06K $465K
JNJ
Johnson & Johnson

Healthcare
2.98K
New
$146.36 - $159.82 $436K - $476K
2.98K $455K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.22K
New
$45.11 - $52.34 $371K - $430K
8.22K $429K
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.58K
New
$78.98 - $90.1 $362K - $413K
4.58K $412K
VIG
Vanguard Dividend Appreciation

ETFs
2.18K
New
N/A
2.18K $396K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.68K
New
$52.84 - $65.52 $300K - $372K
5.68K $371K
VZ
Verizon Communications Inc

Communication Services
8.24K
New
$41.67 - $45.62 $343K - $376K
8.24K $356K
IYR
Ishares Tr

ETFs
3.71K
New
$84.48 - $96.25 $313K - $357K
3.71K $351K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.8K
New
$22.3 - $22.57 $308K - $312K
13.8K $310K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.5K
New
$22.81 - $22.97 $308K - $310K
13.5K $309K
VRT
Vertiv Holdings CO

Industrials
3.52K
New
N/A
3.52K $304K
MRK
Merck & Co., Inc.

Healthcare
3.73K
New
$73.47 - $87.12 $274K - $325K
3.73K $294K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
14K
New
$19.44 - $19.88 $272K - $279K
14K $278K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.6K
New
$21.57 - $21.99 $273K - $278K
12.6K $277K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.4K
New
$22.09 - $22.44 $273K - $277K
12.4K $276K
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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