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
TGT
Target Corp

Consumer Defensive
-5
- 0.32%
$133.47 - $159.25 $667 - $796
1.57K $245K
PM
Philip Morris International Inc.

Consumer Defensive
-7.11K
- 75.01%
$101.25 - $127.45 $720K - $906K
2.37K $287K
VIG
Vanguard Dividend Appreciation

ETFs
-163
- 7.05%
$182.15 - $182.15 $29.7K - $29.7K
2.15K $391K
VZ
Verizon Communications Inc

Communication Services
-17K
- 62.4%
$38.89 - $45.0 $660K - $763K
10.2K $459K
XLF
Financial Sector Spdr

ETFs
-206
- 2.8%
$40.84 - $45.74 $8.41K - $9.42K
7.16K $324K
NKE
Nike, Inc.

Consumer Cyclical
-1.88K
- 37.81%
$71.09 - $89.44 $134K - $168K
3.09K $273K
DIS
Walt Disney CO

Communication Services
-9.31K
- 55.13%
$85.6 - $98.61 $797K - $918K
7.58K $728K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-453
- 12.35%
$77.24 - $83.67 $35K - $37.9K
3.21K $268K
IBB
Ishares Biotechnology ETF

ETFs
-27
- 0.68%
$135.09 - $149.47 $3.65K - $4.04K
3.94K $574K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-71
- 1.2%
$113.45 - $126.18 $8.05K - $8.96K
5.87K $740K
QCOM
Qualcomm Inc

Technology
-26K
- 94.81%
$156.12 - $209.64 $4.05M - $5.44M
1.42K $241K
JPM
Jpmorgan Chase & CO

Financial Services
-46.9K
- 91.27%
$194.9 - $224.8 $9.14M - $10.5M
4.48K $945K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-389K
- 99.07%
$111.9 - $124.28 $43.5M - $48.4M
3.65K $451K
ABT
Abbott Laboratories

Healthcare
-4.17K
- 47.42%
$100.07 - $118.13 $417K - $492K
4.62K $526K
A
Agilent Technologies, Inc.

Healthcare
-72.3K
- 97.75%
$125.42 - $148.48 $9.07M - $10.7M
1.67K $247K
NFLX
Netflix Inc

Communication Services
-3.34K
- 85.49%
$598.55 - $722.26 $2M - $2.41M
566 $401K
GLD
Spdr Gold Trust

ETFs
-2
- 0.13%
$215.56 - $246.98 $431 - $494
1.54K $373K
UNH
Unitedhealth Group Inc

Healthcare
-4.1K
- 82.86%
$488.01 - $604.18 $2M - $2.48M
849 $496K
UNP
Union Pacific Corp

Industrials
-6.26K
- 79.14%
$221.78 - $256.09 $1.39M - $1.6M
1.65K $406K
USB
Us Bancorp \De\

Financial Services
-105
- 1.23%
$39.04 - $47.23 $4.1K - $4.96K
8.42K $385K
TT
Trane Technologies PLC

Industrials
-18
- 1.91%
$314.21 - $388.71 $5.66K - $7K
925 $359K
PEP
Pepsico Inc

Consumer Defensive
-71.6K
- 94.89%
$161.9 - $179.3 $11.6M - $12.8M
3.86K $655K
T
At&T Inc.

Communication Services
-7.03K
- 25.57%
$18.21 - $22.28 $128K - $157K
20.4K $449K
COST
Costco Wholesale Corp

Consumer Defensive
-8.46K
- 92.05%
$801.83 - $917.05 $6.78M - $7.76M
731 $648K
PSA
Public Storage

Real Estate
-4.56K
- 73.16%
$283.13 - $365.01 $1.29M - $1.66M
1.67K $608K
MA
Mastercard Inc

Financial Services
-29.5K
- 96.89%
$429.6 - $500.99 $12.7M - $14.8M
946 $467K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-238K
- 97.6%
$105.53 - $118.34 $25.1M - $28.2M
5.86K $684K
SHW
Sherwin Williams CO

Basic Materials
-45
- 4.05%
$294.65 - $384.0 $13.3K - $17.3K
1.07K $407K
ISRG
Intuitive Surgical Inc

Healthcare
-904
- 8.09%
$416.14 - $494.01 $376K - $447K
10.3K $5.04M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-18.3K
- 19.2%
$22.38 - $23.66 $410K - $433K
77.1K $1.81M
NEE
Nextera Energy Inc

Utilities
-5.52K
- 54.6%
$69.9 - $84.97 $386K - $469K
4.59K $388K
RTX
Raytheon Technologies Corp

Industrials
-10.8K
- 75.12%
$99.55 - $123.34 $1.07M - $1.33M
3.57K $432K
CAT
Caterpillar Inc

Industrials
-19.3K
- 94.63%
$316.8 - $391.12 $6.11M - $7.55M
1.1K $428K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.81K
- 37.24%
$41.9 - $48.26 $327K - $377K
13.2K $629K
SPY
Spdr S&P 500 ETF Trust

ETFs
-26.4K
- 94.53%
$517.38 - $573.86 $13.7M - $15.2M
1.53K $877K
SBUX
Starbucks Corp

Consumer Cyclical
-3.49K
- 46.51%
$72.51 - $98.6 $253K - $344K
4.02K $391K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-322K
- 99.16%
$434.77 - $502.96 $140M - $162M
2.74K $1.34M
VHT
Vanguard Health Care ETF

ETFs
-102
- 1.42%
$261.88 - $288.1 $26.7K - $29.4K
7.09K $2M
KO
Coca Cola CO

Consumer Defensive
-39.3K
- 81.73%
$62.69 - $73.01 $2.46M - $2.87M
8.78K $630K
VEA
Vanguard Ftse Developed Market

ETFs
-87
- 0.27%
$47.6 - $53.31 $4.14K - $4.64K
32.4K $1.71M
MBB
Ishares Tr

ETFs
-111K
- 66.31%
$90.85 - $96.66 $10.1M - $10.7M
56.4K $5.4M
JNJ
Johnson & Johnson

Healthcare
-13.2K
- 80.42%
$145.48 - $167.38 $1.92M - $2.21M
3.21K $520K
AVGO
Broadcom Inc.

Technology
-2.34K
- 29.29%
$136.27 - $1745.86 $319K - $4.09M
5.65K $975K
VTV
Vanguard Value ETF

ETFs
-818
- 4.39%
$159.75 - $174.57 $131K - $143K
17.8K $3.11M
XOM
Exxon Mobil Corp

Energy
-133K
- 96.45%
$109.72 - $119.0 $14.6M - $15.9M
4.91K $576K
AXP
American Express CO

Financial Services
-2.29K
- 54.92%
$225.92 - $271.17 $517K - $621K
1.88K $509K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-6.88K
- 17.97%
$43.99 - $46.63 $302K - $321K
31.4K $1.46M
IYW
Ishares Dj Us Tech ETF

ETFs
-257K
- 83.84%
$133.16 - $158.73 $34.2M - $40.8M
49.6K $7.51M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.23K
- 81.68%
$245.82 - $304.51 $1.28M - $1.59M
1.17K $356K
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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