Liberty Wealth Management LLC Sells in Q3 2024

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Dimensionl Us Large Cap
-284K
- 40.75%
N/A
413K $0
T Rowe Price ETF Inc
-249
- 0.24%
N/A
102K $0
Blackrock Flexible
-14.4K
- 30.33%
N/A
33.1K $0
IEMG
Ishares Inc

ETFs
-73.2K
- 74.36%
$53.64 - $53.64 $3.93M - $3.93M
25.3K $1.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
-116K
- 55.58%
$32.34 - $35.85 $3.76M - $4.17M
93K $3.29M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-438K
- 99.84%
$305.34 - $350.41 $134M - $153M
692 $238K
VONG
Vanguard Russell 1000 Growth E

ETFs
-405K
- 98.29%
$85.48 - $98.39 $34.6M - $39.9M
7.03K $678K
V
Visa Inc.

Financial Services
-6.98K
- 27.45%
$253.74 - $291.56 $1.77M - $2.04M
18.4K $5.07M
GS
Goldman Sachs Group Inc

Financial Services
-181K
- 99.6%
$459.02 - $510.25 $82.9M - $92.2M
721 $356K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-46.2K
- 88.21%
$71.45 - $75.64 $3.3M - $3.49M
6.17K $463K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-437K
- 99.67%
$211.47 - $281.27 $92.5M - $123M
1.45K $354K
MSFT
Microsoft Corp

Technology
-105K
- 84.89%
$395.15 - $467.56 $41.4M - $48.9M
18.6K $8.01M
VUG
Vanguard Growth ETF

ETFs
-431K
- 98.72%
$341.08 - $391.94 $147M - $169M
5.6K $2.15M
TIP
Ishares Tr Tips Bd ETF

ETFs
-15.4K
- 65.72%
$105.92 - $110.83 $1.63M - $1.71M
8.03K $886K
VGT
Vanguard Information Technolog

ETFs
-308K
- 98.63%
$514.43 - $606.85 $158M - $187M
4.27K $2.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-302
- 20.27%
$332.02 - $382.76 $100K - $116K
1.19K $445K
IXC
Ishares Tr Global Energy ETF

ETFs
-19.9K
- 54.61%
$38.94 - $42.35 $773K - $841K
16.5K $668K
WM
Waste Management Inc

Industrials
-3
- 0.02%
$196.96 - $223.45 $591 - $670
16.3K $3.39M
INTC
Intel Corp

Technology
-15K
- 56.08%
$18.9 - $34.87 $283K - $522K
11.7K $275K
CVX
Chevron Corp

Energy
-186K
- 89.35%
$137.88 - $161.97 $25.6M - $30.1M
22.1K $3.26M
INTU
Intuit Inc

Technology
-34.3K
- 94.51%
$602.97 - $670.49 $20.7M - $23M
2K $1.24M
ADBE
Adobe Inc.

Technology
-571K
- 99.75%
$508.13 - $586.55 $290M - $335M
1.44K $743K
BA
Boeing CO

Industrials
-6
- 0.29%
$152.04 - $190.6 $912 - $1.14K
2.06K $313K
GOOGL
Alphabet Inc.

Communication Services
-60.1K
- 86.72%
$148.65 - $191.18 $8.94M - $11.5M
9.21K $1.53M
SOXX
Ishares Semiconductor ETF

ETFs
-125
- 9.47%
$199.29 - $265.49 $24.9K - $33.2K
1.2K $275K
TFLO
Ishares Treasury Floating Rate

ETFs
-180K
- 97.01%
$50.42 - $50.66 $9.07M - $9.11M
5.54K $280K
IWD
Ishares Russell 1000 Val ETF

ETFs
-33.4K
- 95.95%
$173.36 - $189.8 $5.78M - $6.33M
1.41K $267K
MRK
Merck & Co., Inc.

Healthcare
-65.4K
- 94.93%
$111.15 - $128.97 $7.27M - $8.43M
3.49K $396K
BAC
Bank Of America Corp

Financial Services
-12.8K
- 32.74%
$36.65 - $44.13 $468K - $564K
26.3K $1.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24.8K
- 76.65%
$83.76 - $91.82 $2.07M - $2.27M
7.54K $688K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-64.6K
- 93.44%
$59.93 - $66.52 $3.87M - $4.3M
4.54K $301K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.09K
- 8.1%
$13.65 - $23.25 $14.9K - $25.4K
12.4K $228K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-279K
- 98.11%
$50.63 - $51.11 $14.1M - $14.3M
5.39K $275K
ADI
Analog Devices Inc

Technology
-180
- 12.24%
$200.56 - $243.33 $36.1K - $43.8K
1.29K $296K
AMD
Advanced Micro Devices Inc

Technology
-271
- 3.93%
$128.67 - $183.96 $34.9K - $49.9K
6.62K $1.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-21.8K
- 79.1%
$106.11 - $113.72 $2.32M - $2.48M
5.77K $651K
UPS
United Parcel Service Inc

Industrials
-1.17K
- 26.84%
$123.32 - $147.38 $144K - $172K
3.18K $433K
AMZN
Amazon Com Inc

Consumer Cyclical
-64.2K
- 75.83%
$161.02 - $200.0 $10.3M - $12.8M
20.5K $3.81M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-75.3K
- 87.87%
$100.75 - $111.62 $7.58M - $8.4M
10.4K $1.14M
OEF
Ishares S&P 100 ETF

ETFs
-34.9K
- 89.21%
$266.03 - $266.03 $9.27M - $9.27M
4.22K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-250
- 12.12%
$113.41 - $125.62 $28.4K - $31.4K
1.81K $227K
DUK
Duke Energy Corp

Utilities
-5.98K
- 76.11%
$99.35 - $117.71 $594K - $704K
1.88K $216K
CRM
Salesforce, Inc.

Technology
-7.99K
- 89.9%
$238.42 - $276.53 $1.91M - $2.21M
898 $245K
LOW
Lowes Companies Inc

Consumer Cyclical
-18.5K
- 95.79%
$213.3 - $270.78 $3.95M - $5.01M
813 $220K
PFE
Pfizer Inc

Healthcare
-17.8K
- 71.05%
$27.7 - $31.39 $492K - $558K
7.24K $209K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-215K
- 98.86%
$79.58 - $91.64 $17.1M - $19.7M
2.49K $225K
SYK
Stryker Corp

Healthcare
-13
- 1.92%
$315.94 - $371.96 $4.11K - $4.84K
663 $239K
AMGN
Amgen Inc

Healthcare
-9.08K
- 78.52%
$309.38 - $337.38 $2.81M - $3.06M
2.48K $800K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-62
- 1.58%
$285.48 - $330.24 $17.7K - $20.5K
3.86K $1.24M
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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