Liberty Wealth Management LLC Reduced Holdings in Q3 2025

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ENPH
Enphase Energy, Inc.

Technology
-2
- -0.0%
$30.11 - $42.97 $60.2 - $85.9
130K $4.59M
META
Meta Platforms, Inc.

Communication Services
-519
- 10.89%
$695.21 - $791.73 $361K - $411K
4.25K $3.12M
AXON
Axon Enterprise, Inc.

Industrials
-333
- 33.3%
$698.02 - $870.97 $232K - $290K
667 $478K
T
At&T Inc.

Communication Services
-7.13K
- 40.19%
$26.94 - $29.62 $192K - $211K
10.6K $299K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.77K
- 22.26%
$55.15 - $58.11 $208K - $219K
13.2K $756K
CRM
Salesforce, Inc.

Technology
-128
- 6.17%
$231.66 - $273.65 $29.7K - $35K
1.95K $461K
DIS
Walt Disney CO

Communication Services
-236
- 3.13%
$112.25 - $124.0 $26.5K - $29.3K
7.3K $835K
LLY
Eli Lilly & CO

Healthcare
-53
- 3.26%
$625.65 - $812.69 $33.2K - $43.1K
1.57K $1.2M
ADBE
Adobe Inc.

Technology
-20
- 1.47%
$333.65 - $392.1 $6.67K - $7.84K
1.35K $474K
VHT
Vanguard Health Care ETF

ETFs
-416
- 8.64%
$239.12 - $259.95 $99.5K - $108K
4.4K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-673
- 11.23%
$78.11 - $79.07 $52.6K - $53.2K
5.32K $419K
PM
Philip Morris International Inc.

Consumer Defensive
-11
- 0.49%
$157.77 - $183.27 $1.74K - $2.02K
2.23K $361K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-678
- 4.19%
$85.01 - $90.35 $57.6K - $61.3K
15.5K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-210
- 0.87%
$211.65 - $238.24 $44.4K - $50K
23.8K $5.23M
UNP
Union Pacific Corp

Industrials
-200
- 11.76%
$214.91 - $237.16 $43K - $47.4K
1.5K $354K
MRK
Merck & Co., Inc.

Healthcare
-655
- 17.58%
$77.6 - $87.37 $50.8K - $57.2K
3.07K $257K
IEFA
Ishares Tr

ETFs
-3.21K
- 4.94%
$81.7 - $87.53 $262K - $281K
61.7K $5.39M
PANW
Palo Alto Networks Inc

Technology
-152
- 13.28%
$167.06 - $208.19 $25.4K - $31.6K
993 $202K
UNH
Unitedhealth Group Inc

Healthcare
-153
- 20.73%
$237.77 - $353.61 $36.4K - $54.1K
585 $202K
SYK
Stryker Corp

Healthcare
-27
- 4.06%
$368.57 - $403.53 $9.95K - $10.9K
638 $235K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-239
- 4.32%
$459.11 - $506.91 $110K - $121K
5.3K $2.66M
VFH
Vanguard Financial ETF

ETFs
-357
- 5.94%
$125.23 - $132.78 $44.7K - $47.4K
5.65K $741K
BA
Boeing CO

Industrials
-151
- 7.34%
$209.79 - $237.38 $31.7K - $35.8K
1.91K $411K
TT
Trane Technologies PLC

Industrials
-11
- 1.21%
$398.96 - $472.54 $4.39K - $5.2K
897 $378K
PFE
Pfizer Inc

Healthcare
-1.15K
- 11.55%
$23.29 - $25.88 $26.8K - $29.8K
8.82K $224K
TFLO
Ishares Treasury Floating Rate

ETFs
-285
- 2.82%
$50.45 - $50.65 $14.4K - $14.4K
9.83K $497K
VNQ
Vanguard Specialized Funds Van

ETFs
-174
- 4.36%
$88.47 - $93.24 $15.4K - $16.2K
3.81K $348K
SHW
Sherwin Williams CO

Basic Materials
-26
- 2.57%
$330.88 - $375.23 $8.6K - $9.76K
987 $341K
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 0.02%
$79.99 - $90.14 $80 - $90.1
6.01K $501K
VRT
Vertiv Holdings CO

Industrials
-21
- 0.6%
N/A
3.5K $302K
VZ
Verizon Communications Inc

Communication Services
-188
- 2.28%
$40.84 - $45.06 $7.68K - $8.47K
8.06K $354K
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.71%
$108.22 - $120.47 $1.52K - $1.69K
1.96K $217K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-42
- 0.76%
$47.03 - $47.97 $1.98K - $2.01K
5.45K $260K
Ge Vernova Inc
-4
- 1.03%
N/A
385 $0
Dimensional ETF Trust
-1.04K
- 0.26%
N/A
397K $0
ADI
Analog Devices Inc

Technology
-41
- 3.19%
$220.68 - $255.63 $9.05K - $10.5K
1.25K $306K
NEE
Nextera Energy Inc

Utilities
-268
- 7.49%
$69.77 - $77.54 $18.7K - $20.8K
3.31K $249K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-92
- 4.99%
$134.94 - $145.86 $12.4K - $13.4K
1.75K $255K
IDV
Ishares Tr

ETFs
-164
- 2.81%
$34.54 - $37.28 $5.66K - $6.11K
5.68K $207K
BP
Bp PLC

Energy
-759
- 9.55%
$30.25 - $35.69 $23K - $27.1K
7.19K $247K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-627
- 9.46%
$41.53 - $66.18 $26K - $41.5K
6K $340K
VT
Vanguard Total World Stk Index

ETFs
-23
- 1.42%
$128.41 - $138.03 $2.95K - $3.17K
1.6K $220K
MS
Morgan Stanley

Financial Services
-110
- 6.64%
$139.09 - $161.16 $15.3K - $17.7K
1.55K $245K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19
- 0.18%
$92.18 - $95.14 $1.75K - $1.81K
10.6K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-61
- 1.62%
$133.81 - $152.16 $8.16K - $9.28K
3.72K $521K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.39K
- 6.1%
$62.54 - $68.42 $400K - $437K
98.4K $6.64M
XOM
Exxon Mobil Corp

Energy
-3
- 0.05%
$105.83 - $117.22 $317 - $352
6.41K $722K
VGLT
Vanguard Long Term Treasury Et

ETFs
-445
- 0.57%
$54.21 - $57.41 $24.1K - $25.5K
78.1K $4.44M
VV
Vanguard Large Cap ETF

ETFs
-120
- 3.37%
$285.05 - $309.14 $34.2K - $37.1K
3.44K $1.06M
Activity Summary
Buys All Purchases 160 New Holdings 27 Increased Positions 133 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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