Liberty Wealth Management LLC Reduced Holdings in Q4 2024

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-11.9K
- 16.62%
$570.51 - $610.59 $6.8M - $7.28M
59.8K $35.2M
ENPH
Enphase Energy, Inc.

Technology
-3
- -0.0%
$59.52 - $111.18 $179 - $334
122K $8.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.8K
- 18.38%
$87.1 - $98.49 $1.11M - $1.26M
56.7K $4.95M
V
Visa Inc.

Financial Services
-7.39K
- 40.07%
$273.87 - $320.91 $2.02M - $2.37M
11.1K $3.49M
AMAT
Applied Materials Inc

Technology
-3.83K
- 17.29%
$161.44 - $213.89 $618K - $818K
18.3K $2.98M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.5K
- 5.64%
$45.07 - $47.1 $836K - $873K
310K $14M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-8.95K
- 1.13%
$33.62 - $35.69 $301K - $319K
782K $26.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.09K
- 12.6%
$521.84 - $558.82 $570K - $610K
7.57K $4.08M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-11K
- 14.25%
$22.39 - $23.45 $246K - $258K
66.1K $1.52M
IXC
Ishares Tr Global Energy ETF

ETFs
-6.2K
- 37.57%
$36.95 - $43.06 $229K - $267K
10.3K $393K
LMT
Lockheed Martin Corp

Industrials
-32
- 2.05%
$479.66 - $614.62 $15.3K - $19.7K
1.53K $742K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.37K
- 23.29%
$124.61 - $133.96 $170K - $183K
4.5K $579K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.42K
- 22.97%
$71.75 - $75.11 $102K - $107K
4.76K $342K
ORCL
Oracle Corp

Technology
-170
- 0.7%
$165.41 - $192.43 $28.1K - $32.7K
24K $4M
ADBE
Adobe Inc.

Technology
-17
- 1.18%
$437.39 - $552.96 $7.44K - $9.4K
1.42K $631K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.05K
- 1.45%
$54.54 - $61.04 $112K - $125K
139K $7.76M
VZ
Verizon Communications Inc

Communication Services
-1.49K
- 14.54%
$39.6 - $45.21 $58.8K - $67.2K
8.74K $349K
VTV
Vanguard Value ETF

ETFs
-85
- 0.48%
$168.32 - $181.87 $14.3K - $15.5K
17.7K $3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.15K
- 42.69%
$44.87 - $46.86 $96.5K - $101K
2.89K $129K
CAT
Caterpillar Inc

Industrials
-201
- 18.36%
$360.37 - $416.88 $72.4K - $83.8K
894 $324K
IBB
Ishares Biotechnology ETF

ETFs
-368
- 9.33%
$131.21 - $148.85 $48.3K - $54.8K
3.58K $472K
IYW
Ishares Dj Us Tech ETF

ETFs
-3.02K
- 6.09%
$148.14 - $166.23 $447K - $502K
46.5K $7.42M
PEP
Pepsico Inc

Consumer Defensive
-91
- 2.36%
$151.29 - $176.1 $13.8K - $16K
3.77K $572K
NEE
Nextera Energy Inc

Utilities
-292
- 6.36%
$69.77 - $85.43 $20.4K - $24.9K
4.3K $308K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.41%
$485.52 - $625.25 $5.83K - $7.5K
837 $423K
SHW
Sherwin Williams CO

Basic Materials
-61
- 5.72%
$338.75 - $399.71 $20.7K - $24.4K
1.01K $341K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-493
- 6.54%
$88.59 - $94.57 $43.7K - $46.6K
7.05K $625K
INTC
Intel Corp

Technology
-976
- 8.32%
$19.07 - $26.23 $18.6K - $25.6K
10.8K $215K
MRK
Merck & Co., Inc.

Healthcare
-51
- 1.46%
$96.31 - $114.76 $4.91K - $5.85K
3.44K $342K
VB
Vanguard Small Cap ETF

ETFs
-343
- 3.59%
$233.76 - $261.58 $80.2K - $89.7K
9.2K $2.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.42%
$442.29 - $483.08 $11.1K - $12.1K
5.91K $2.68M
UPS
United Parcel Service Inc

Industrials
-48
- 1.51%
$122.65 - $138.35 $5.89K - $6.64K
3.13K $394K
WEC
Wec Energy Group, Inc.

Utilities
-328
- 11.44%
$92.94 - $101.82 $30.5K - $33.4K
2.54K $238K
GE
General Electric CO

Industrials
-17
- 1.14%
$159.95 - $194.23 $2.72K - $3.3K
1.47K $245K
TGT
Target Corp

Consumer Defensive
-4
- 0.25%
$121.59 - $160.69 $486 - $643
1.57K $211K
TT
Trane Technologies PLC

Industrials
-37
- 4.0%
$369.35 - $419.14 $13.7K - $15.5K
888 $327K
VRT
Vertiv Holdings CO

Industrials
-343
- 8.47%
N/A
3.71K $321K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-462
- 31.62%
$173.13 - $258.09 $80K - $119K
999 $230K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-619
- 5.37%
$66.77 - $71.52 $41.3K - $44.3K
10.9K $751K
BCLI
Brainstorm Cell Therapeutics Inc.

Healthcare
-317K
- 93.34%
$1.08 - $3.25 $343K - $1.03M
22.7K $51K
SOXX
Ishares Semiconductor ETF

ETFs
-37
- 3.1%
$211.27 - $239.8 $7.82K - $8.87K
1.16K $249K
IWD
Ishares Russell 1000 Val ETF

ETFs
-50
- 3.55%
$183.23 - $199.79 $9.16K - $9.99K
1.36K $251K
PM
Philip Morris International Inc.

Consumer Defensive
-76
- 3.21%
$118.38 - $133.06 $9K - $10.1K
2.29K $275K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-3.41K
- 27.5%
$17.13 - $34.23 $58.3K - $117K
8.98K $217K
ACN
Accenture PLC

Technology
-17
- 2.74%
$343.9 - $376.86 $5.85K - $6.41K
604 $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-42
- 6.07%
$340.59 - $380.5 $14.3K - $16K
650 $237K
Dimensional ETF Trust
-1.13K
- 0.27%
N/A
412K $0
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-96
- 3.86%
$89.97 - $98.59 $8.64K - $9.46K
2.39K $227K
XLK
Technology Sector Spdr

ETFs
-84
- 2.73%
$220.26 - $241.44 $18.5K - $20.3K
2.99K $695K
Activity Summary
Buys All Purchases 133 New Holdings 17 Increased Positions 116 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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