Liberty Wealth Management LLC Sells in Q2 2025

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.9K
- 4.29%
$172.42 - $223.89 $846K - $1.1M
109K $22.4M
V
Visa Inc.

Financial Services
-7.2K
- 66.8%
$308.27 - $373.31 $2.22M - $2.69M
3.58K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
-6.27K
- 93.57%
$321.63 - $509.31 $2.02M - $3.19M
431 $219K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-31K
- 22.82%
$50.08 - $63.14 $1.55M - $1.96M
105K $6.62M
VB
Vanguard Small Cap ETF

ETFs
-4.05K
- 43.89%
$193.73 - $237.37 $784K - $961K
5.17K $1.23M
VHT
Vanguard Health Care ETF

ETFs
-2.72K
- 36.12%
$236.71 - $261.92 $644K - $713K
4.81K $1.2M
VFH
Vanguard Financial ETF

ETFs
-7.08K
- 54.08%
$104.87 - $127.3 $742K - $901K
6.01K $764K
CVX
Chevron Corp

Energy
-747
- 3.46%
$133.73 - $168.51 $99.9K - $126K
20.8K $2.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.38K
- 25.52%
$221.86 - $362.89 $1.19M - $1.95M
15.7K $4.98M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.76K
- 54.44%
$79.79 - $91.42 $380K - $436K
3.99K $355K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.27K
- 50.0%
$50.1 - $51.02 $364K - $371K
7.27K $370K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.72K
- 44.88%
$36.25 - $42.28 $316K - $368K
10.7K $452K
IFRA
Ishares Tr

ETFs
-8.55K
- 24.05%
$40.97 - $49.19 $350K - $421K
27K $1.33M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-8.36K
- 47.26%
$30.29 - $30.83 $253K - $258K
9.32K $287K
UNH
Unitedhealth Group Inc

Healthcare
-127
- 14.68%
$274.35 - $599.47 $34.8K - $76.1K
738 $230K
DISV
Dimensional ETF Tr Dimensional

ETFs
-26K
- 13.86%
$25.93 - $32.91 $673K - $854K
161K $5.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.43K
- 10.0%
$498.8 - $620.9 $2.21M - $2.75M
39.8K $24.7M
AMGN
Amgen Inc

Healthcare
-99
- 3.99%
$262.28 - $309.85 $26K - $30.7K
2.38K $664K
PEP
Pepsico Inc

Consumer Defensive
-20
- 0.53%
$128.02 - $151.37 $2.56K - $3.03K
3.78K $498K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.51K
- 4.38%
$22.54 - $23.17 $56.5K - $58.1K
54.8K $1.26M
SBUX
Starbucks Corp

Consumer Cyclical
-134
- 3.28%
$79.69 - $99.41 $10.7K - $13.3K
3.95K $361K
GILD
Gilead Sciences, Inc.

Healthcare
-318
- 13.89%
$96.91 - $113.0 $30.8K - $35.9K
1.97K $218K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.16K
- 13.46%
$72.96 - $90.39 $84.9K - $105K
7.49K $669K
UPS
United Parcel Service Inc

Industrials
-4
- 0.15%
$91.92 - $110.2 $368 - $441
2.66K $268K
DUK
Duke Energy Corp

Utilities
-97
- 5.02%
$112.46 - $124.05 $10.9K - $12K
1.84K $216K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-275
- 6.18%
$72.02 - $73.82 $19.8K - $20.3K
4.17K $307K
T
At&T Inc.

Communication Services
-722
- 3.91%
$26.33 - $28.94 $19K - $20.9K
17.7K $513K
NVS
Novartis Ag

Healthcare
-200
- 9.76%
$101.96 - $121.01 $20.4K - $24.2K
1.85K $223K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-43
- 0.71%
$77.74 - $78.78 $3.34K - $3.39K
5.99K $471K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.26%
$335.24 - $380.78 $2.01K - $2.28K
2.26K $830K
Dimensional ETF Trust
-7.51K
- 1.85%
N/A
398K $0
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 3.83%
$908.13 - $1056.85 $32.7K - $38K
903 $893K
BNDX
Vanguard Total International B

ETFs
-30
- 0.27%
$48.77 - $49.55 $1.46K - $1.49K
10.9K $541K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-126
- 3.28%
$51.16 - $62.02 $6.45K - $7.81K
3.72K $230K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-7
- 1.22%
$376.48 - $440.65 $2.64K - $3.08K
569 $250K
ABT
Abbott Laboratories

Healthcare
-25
- 0.54%
$123.95 - $138.08 $3.1K - $3.45K
4.57K $621K
USB
Us Bancorp \De\

Financial Services
-186
- 2.36%
$36.4 - $45.76 $6.77K - $8.51K
7.7K $348K
SYK
Stryker Corp

Healthcare
-1
- 0.15%
$337.37 - $395.63 $337 - $396
665 $263K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12
- 0.22%
$90.56 - $109.49 $1.09K - $1.31K
5.37K $587K
SNPS
Synopsys Inc

Technology
-1
- 0.17%
$380.9 - $517.66 $381 - $518
602 $308K
AXP
American Express CO

Financial Services
-88
- 4.79%
$231.39 - $318.98 $20.4K - $28.1K
1.75K $558K
BAC
Bank Of America Corp

Financial Services
-1.74K
- 6.32%
$34.39 - $47.46 $59.8K - $82.6K
25.8K $1.22M
VV
Vanguard Large Cap ETF

ETFs
-19
- 0.53%
$228.25 - $285.3 $4.34K - $5.42K
3.56K $1.02M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.11K
- 14.38%
$25.35 - $64.65 $28.2K - $72K
6.63K $330K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-50.1K
- 6.43%
$29.36 - $35.56 $1.47M - $1.78M
730K $25.9M
XLK
Technology Sector Spdr

ETFs
-98
- 3.51%
$179.73 - $253.23 $17.6K - $24.8K
2.7K $682K
IEFA
Ishares Tr

ETFs
-5.22K
- 7.44%
$67.83 - $84.09 $354K - $439K
64.9K $5.42M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-353
- 8.22%
$273.67 - $366.17 $96.6K - $129K
3.94K $1.44M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-13.8K
- 5.06%
$24.32 - $29.74 $335K - $410K
258K $7.62M
Activity Summary
Buys All Purchases 166 New Holdings 81 Increased Positions 85 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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