Liberty Wealth Management LLC New Holdings in Q3 2024

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
1.49K
New
$156.66 - $189.66 $233K - $282K
1.49K $280K
IRM
Iron Mountain Inc

Real Estate
2.26K
New
$89.69 - $119.32 $203K - $270K
2.26K $268K
NVS
Novartis Ag

Healthcare
2.26K
New
$106.13 - $120.89 $239K - $273K
2.26K $259K
CARR
Carrier Global Corp

Industrials
3.18K
New
$61.9 - $80.88 $197K - $258K
3.18K $256K
BMY
Bristol Myers Squibb CO

Healthcare
4.79K
New
$39.66 - $51.75 $190K - $248K
4.79K $248K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.04K
New
$44.65 - $47.21 $225K - $238K
5.04K $235K
PLD
Prologis, Inc.

Real Estate
1.86K
New
$111.95 - $132.43 $208K - $246K
1.86K $234K
TTD
Trade Desk, Inc.

Technology
2.08K
New
$83.08 - $110.79 $173K - $230K
2.08K $227K
ACN
Accenture PLC

Technology
621
New
$295.44 - $355.81 $183K - $221K
621 $219K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.54K
New
$55.06 - $62.25 $195K - $220K
3.54K $217K
SRE
Sempra Energy

Utilities
2.45K
New
$74.97 - $84.04 $184K - $206K
2.45K $205K
WELL
Welltower Inc.

Real Estate
1.59K
New
$104.0 - $129.74 $165K - $206K
1.59K $203K
ESS
Essex Property Trust, Inc.

Real Estate
681
New
$272.82 - $272.82 $186K - $186K
681 $185K
United Parcel Ser
50K
New
N/A
50K $0
Sierra Pacific Po
50K
New
N/A
50K $0
Wells Fargo Bank, N
25K
New
N/A
25K $0
San Diego Gas &
50K
New
N/A
50K $0
Wesleyan Univer
50K
New
N/A
50K $0
Westmoreland Coal CO Xxx
20K
New
N/A
20K $0
Pfizer Invt Ent5
50K
New
N/A
50K $0
Pacificorp
50K
New
N/A
50K $0
Bristol Myers Squ
100K
New
N/A
100K $0
Creative Media &Cmnty Tr
29K
New
N/A
29K $0
Caterpillar Inc
20K
New
N/A
20K $0
Chromocure Inc
33.3K
New
N/A
33.3K $0
Duke Energy Pro
50K
New
N/A
50K $0
En Point Technologies Inc
30K
New
N/A
30K $0
Jpmorgan Chase F
30K
New
N/A
30K $0
Massachusetts Ins
100K
New
N/A
100K $0
Ntnl Bank Of Ca5
50K
New
N/A
50K $0
Nevada Power CO
50K
New
N/A
50K $0
Onepm Industries Inc
16.7K
New
N/A
16.7K $0
Barclays Bank Pl5
50K
New
N/A
50K $0
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
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