Liberty Wealth Management LLC Reduced Holdings in Q1 2025

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.4M
- 96.94%
$554.06 - $615.85 $777M - $864M
44.3K $24.9M
AAPL
Apple Inc.

Technology
-2.33M
- 95.32%
$209.68 - $247.1 $488M - $575M
114K $25.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.17M
- 89.45%
$168.16 - $186.21 $197M - $219M
138K $23.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-814K
- 97.23%
$190.26 - $242.06 $155M - $197M
23.2K $4.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-311K
- 99.11%
$468.34 - $539.52 $146M - $168M
2.81K $1.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-759K
- 89.82%
$185.78 - $198.58 $141M - $151M
86.1K $16.4M
MSFT
Microsoft Corp

Technology
-359K
- 94.98%
$375.39 - $447.2 $135M - $160M
19K $7.12M
CSCO
Cisco Systems, Inc.

Technology
-2.09M
- 97.97%
$58.74 - $64.87 $123M - $135M
43.3K $2.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.12M
- 82.12%
$92.45 - $106.69 $104M - $119M
244K $22.6M
COST
Costco Wholesale Corp

Consumer Defensive
-110K
- 99.15%
$890.62 - $1076.86 $97.6M - $118M
939 $888K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-174K
- 95.57%
$507.05 - $563.67 $88.1M - $97.9M
8.06K $4.14M
OEF
Ishares S&P 100 ETF

ETFs
-333K
- 94.23%
N/A
20.4K $5.42M
TSLA
Tesla, Inc.

Consumer Cyclical
-315K
- 93.73%
$222.15 - $428.22 $70M - $135M
21.1K $5.46M
META
Meta Platforms, Inc.

Communication Services
-124K
- 96.55%
$576.36 - $736.67 $71.7M - $91.6M
4.45K $2.56M
LLY
Eli Lilly & CO

Healthcare
-81.7K
- 98.07%
$725.72 - $929.72 $59.3M - $75.9M
1.61K $1.33M
GOOGL
Alphabet Inc.

Communication Services
-436K
- 97.47%
$154.33 - $206.19 $67.2M - $89.8M
11.3K $1.75M
DFAU
Dimensional ETF Tr

ETFs
-1.72M
- 67.93%
$37.84 - $42.29 $65.3M - $72.9M
814K $31.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-310K
- 91.8%
$196.12 - $229.48 $60.7M - $71M
27.7K $5.59M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.82M
- 67.01%
$32.42 - $36.13 $59M - $65.8M
896K $29.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.59M
- 67.06%
$32.57 - $35.82 $51.7M - $56.9M
780K $25.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-369K
- 88.46%
$140.44 - $166.79 $51.8M - $61.5M
48.1K $6.76M
GOOG
Alphabet Inc.

Communication Services
-331K
- 95.43%
$156.06 - $207.71 $51.6M - $68.7M
15.8K $2.48M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.03M
- 70.59%
$48.06 - $53.73 $49.6M - $55.4M
430K $21M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-417K
- 99.12%
$117.4 - $131.02 $49M - $54.6M
3.69K $441K
NFLX
Netflix Inc

Communication Services
-43.8K
- 98.9%
$828.4 - $1058.6 $36.3M - $46.3M
489 $456K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-357K
- 84.19%
$97.25 - $104.79 $34.7M - $37.4M
67K $6.96M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-693K
- 97.94%
$50.87 - $51.09 $35.2M - $35.4M
14.5K $742K
ISRG
Intuitive Surgical Inc

Healthcare
-67.7K
- 87.22%
$476.63 - $610.45 $32.3M - $41.3M
9.92K $4.91M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-770K
- 70.9%
$40.79 - $42.32 $31.4M - $32.6M
316K $13.3M
CVX
Chevron Corp

Energy
-189K
- 89.78%
$146.71 - $167.97 $27.8M - $31.8M
21.6K $3.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-662K
- 68.09%
$44.72 - $46.25 $29.6M - $30.6M
310K $14.3M
VTI
Vanguard Total Stock Market Et

ETFs
-107K
- 71.07%
$271.18 - $303.12 $29.2M - $32.6M
43.8K $12M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-935K
- 64.94%
$25.54 - $28.79 $23.9M - $26.9M
505K $14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-238K
- 97.78%
$102.49 - $119.96 $24.3M - $28.5M
5.38K $563K
DFAT
Dimensional ETF Tr U S Target

ETFs
-478K
- 77.32%
$50.44 - $58.1 $24.1M - $27.8M
140K $7.21M
HD
Home Depot, Inc.

Consumer Cyclical
-66.7K
- 96.71%
$347.25 - $424.87 $23.1M - $28.3M
2.27K $831K
IEFA
Ishares Tr

ETFs
-270K
- 79.39%
$69.57 - $78.65 $18.8M - $21.2M
70.1K $5.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-367K
- 72.99%
$54.25 - $57.64 $19.9M - $21.2M
136K $7.48M
INTU
Intuit Inc

Technology
-32.2K
- 94.16%
$555.63 - $630.23 $17.9M - $20.3M
2K $1.23M
AXP
American Express CO

Financial Services
-70.8K
- 97.47%
$255.39 - $325.87 $18.1M - $23.1M
1.84K $494K
IEMG
Ishares Inc

ETFs
-325K
- 71.6%
N/A
129K $6.91M
XOM
Exxon Mobil Corp

Energy
-146K
- 95.81%
$105.44 - $118.93 $15.4M - $17.3M
6.38K $758K
V
Visa Inc.

Financial Services
-48.9K
- 81.96%
$306.92 - $362.71 $15M - $17.7M
10.8K $3.78M
CAT
Caterpillar Inc

Industrials
-50.7K
- 98.2%
$326.75 - $407.63 $16.6M - $20.7M
929 $306K
DFAI
Dimensional ETF Tr

ETFs
-534K
- 60.77%
$28.88 - $32.4 $15.4M - $17.3M
345K $10.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-527K
- 96.76%
$30.71 - $30.87 $16.2M - $16.3M
17.7K $544K
EFV
Msci Eafe Value ETF

ETFs
-261K
- 74.24%
$51.88 - $60.73 $13.6M - $15.9M
90.7K $5.35M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-486K
- 64.11%
$25.1 - $27.85 $12.2M - $13.5M
272K $7.33M
WMT
Walmart Inc.

Consumer Defensive
-145K
- 95.81%
$84.5 - $105.05 $12.3M - $15.3M
6.35K $557K
Activity Summary
Buys All Purchases 3 New Holdings 3 Increased Positions 0 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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