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
PEP
Pepsico Inc

Consumer Defensive
-83.5K
- 95.65%
$142.64 - $156.42 $11.9M - $13.1M
3.8K $569K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-450K
- 64.74%
$25.35 - $27.46 $11.4M - $12.4M
245K $6.49M
DISV
Dimensional ETF Tr Dimensional

ETFs
-392K
- 67.65%
$26.09 - $30.21 $10.2M - $11.8M
187K $5.45M
UNH
Unitedhealth Group Inc

Healthcare
-19.9K
- 95.83%
$461.52 - $548.18 $9.17M - $10.9M
865 $453K
AMAT
Applied Materials Inc

Technology
-69.3K
- 78.62%
$145.06 - $195.51 $10.1M - $13.6M
18.9K $2.74M
AVGO
Broadcom Inc.

Technology
-31.2K
- 83.38%
$167.43 - $244.7 $5.23M - $7.64M
6.23K $1.04M
LMT
Lockheed Martin Corp

Industrials
-10.8K
- 87.48%
$423.19 - $506.29 $4.58M - $5.48M
1.55K $691K
AMGN
Amgen Inc

Healthcare
-14.1K
- 85.05%
$258.59 - $327.36 $3.65M - $4.62M
2.48K $772K
UNP
Union Pacific Corp

Industrials
-16K
- 90.4%
$225.21 - $254.42 $3.6M - $4.07M
1.7K $401K
KO
Coca Cola CO

Consumer Defensive
-44.5K
- 83.32%
$60.81 - $72.32 $2.7M - $3.22M
8.91K $637K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.1K
- 87.08%
$279.74 - $321.29 $2.26M - $2.6M
1.2K $375K
ABBV
Abb Vie Inc.

Healthcare
-11.1K
- 60.51%
$169.2 - $216.66 $1.87M - $2.39M
7.21K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
-12.6K
- 85.62%
$117.15 - $158.79 $1.48M - $2M
2.12K $336K
DUK
Duke Energy Corp

Utilities
-14.9K
- 88.5%
$105.87 - $121.97 $1.58M - $1.81M
1.93K $235K
GILD
Gilead Sciences, Inc.

Healthcare
-15.9K
- 87.4%
$89.14 - $117.41 $1.42M - $1.86M
2.29K $256K
DIS
Walt Disney CO

Communication Services
-16.5K
- 68.73%
$96.87 - $114.0 $1.59M - $1.88M
7.49K $739K
IFRA
Ishares Tr

ETFs
-27.3K
- 43.39%
$44.8 - $49.25 $1.22M - $1.34M
35.6K $1.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-51.2K
- 47.17%
$22.25 - $23.0 $1.14M - $1.18M
57.3K $1.32M
ABT
Abbott Laboratories

Healthcare
-4.34K
- 48.6%
$111.1 - $140.22 $483K - $609K
4.6K $609K
T
At&T Inc.

Communication Services
-20.2K
- 52.21%
$21.56 - $28.28 $435K - $570K
18.5K $521K
USB
Us Bancorp \De\

Financial Services
-5.73K
- 42.07%
$40.92 - $50.9 $234K - $292K
7.89K $333K
BAC
Bank Of America Corp

Financial Services
-5.66K
- 17.05%
$39.61 - $47.74 $224K - $270K
27.5K $1.15M
UPS
United Parcel Service Inc

Industrials
-1.85K
- 41.04%
$109.66 - $136.26 $203K - $252K
2.66K $292K
GS
Goldman Sachs Group Inc

Financial Services
-253
- 26.86%
$524.81 - $672.19 $133K - $170K
689 $376K
VBR
Vanguard Small Cap Value ETF

ETFs
-148
- 1.88%
$183.02 - $207.75 $27.1K - $30.7K
7.72K $1.44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-57
- 1.27%
$71.17 - $73.66 $4.06K - $4.2K
4.45K $326K
Blackrock ETF Trust Ii
-92.1K
- 65.43%
N/A
48.7K $0
Blackrock ETF Trust Ii
-874
- 10.94%
N/A
7.11K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10
- 0.07%
$21.23 - $23.75 $212 - $238
13.7K $294K
Dimensional ETF Trust
-839K
- 67.42%
N/A
405K $0
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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