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
EMB
Ishares Tr

ETFs
-51.2K
- 63.81%
$87.75 - $93.74 $4.5M - $4.8M
29.1K $2.72M
PG
Procter & Gamble CO

Consumer Defensive
-15.6K
- 69.08%
$160.76 - $177.82 $2.51M - $2.78M
7K $1.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-19K
- 72.44%
$179.99 - $201.6 $3.42M - $3.83M
7.24K $1.45M
WMT
Walmart Inc.

Consumer Defensive
-47.8K
- 88.08%
$66.91 - $81.4 $3.2M - $3.89M
6.47K $522K
ABBV
Abb Vie Inc.

Healthcare
-4.47K
- 38.39%
$163.84 - $199.33 $732K - $891K
7.17K $1.42M
LMT
Lockheed Martin Corp

Industrials
-11.7K
- 88.19%
$460.3 - $584.56 $5.36M - $6.81M
1.56K $911K
PHM
Pultegroup Inc

Consumer Cyclical
-9
- 0.16%
$103.95 - $144.98 $936 - $1.3K
5.52K $791K
IBM
International Business Machines Corp

Technology
-25.1K
- 84.15%
$175.1 - $223.38 $4.39M - $5.6M
4.72K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-13.8K
- 85.63%
$333.64 - $405.2 $4.62M - $5.61M
2.32K $941K
CSCO
Cisco Systems, Inc.

Technology
-1.6M
- 97.39%
$44.74 - $53.22 $71.4M - $84.9M
42.8K $2.28M
NVDA
Nvidia Corp

Technology
-335K
- 78.13%
$98.91 - $134.91 $33.1M - $45.2M
93.7K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-261K
- 96.78%
$475.2 - $527.7 $124M - $138M
8.67K $4.57M
META
Meta Platforms, Inc.

Communication Services
-56.2K
- 92.66%
$453.41 - $572.44 $25.5M - $32.2M
4.46K $2.55M
IFRA
Ishares Tr

ETFs
-69.2K
- 50.55%
$41.55 - $46.97 $2.87M - $3.25M
67.7K $3.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-178K
- 71.91%
$89.91 - $101.33 $16M - $18M
69.5K $6.82M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-187K
- 43.51%
$25.21 - $28.46 $4.71M - $5.31M
242K $6.82M
DISV
Dimensional ETF Tr Dimensional

ETFs
-117K
- 39.03%
$26.06 - $29.18 $3.05M - $3.41M
183K $5.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29.1K
- 83.03%
$405.19 - $478.57 $11.8M - $13.9M
5.94K $2.73M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-190K
- 41.68%
$25.23 - $27.94 $4.79M - $5.31M
266K $7.36M
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.64K
- 3.8%
$56.52 - $63.23 $149K - $167K
66.8K $4.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
-235K
- 62.42%
$51.0 - $57.07 $12M - $13.4M
141K $7.87M
VTI
Vanguard Total Stock Market Et

ETFs
-104K
- 71.07%
$255.18 - $283.2 $26.4M - $29.3M
42.1K $11.9M
ORCL
Oracle Corp

Technology
-6.01K
- 19.9%
$125.9 - $170.35 $756K - $1.02M
24.2K $4.12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-590K
- 65.95%
$41.34 - $43.55 $24.4M - $25.7M
304K $13.1M
DFAI
Dimensional ETF Tr

ETFs
-281K
- 49.57%
$28.69 - $32.06 $8.05M - $9M
286K $9.08M
IEFA
Ishares Tr

ETFs
-289K
- 70.88%
$70.09 - $78.74 $20.3M - $22.8M
119K $9.28M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.41K
- 29.31%
$191.76 - $263.26 $1.42M - $1.95M
17.9K $4.68M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-312K
- 48.68%
$44.83 - $47.42 $14M - $14.8M
329K $15.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-204K
- 62.53%
$56.04 - $62.99 $11.4M - $12.9M
122K $7.48M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-421K
- 45.86%
$25.36 - $28.37 $10.7M - $11.9M
497K $14M
IVE
Ishares S&P 500 Value ETF

ETFs
-354K
- 86.0%
$181.06 - $197.17 $64.1M - $69.9M
57.7K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.29M
- 94.75%
$520.18 - $576.82 $673M - $746M
71.7K $41.4M
ENPH
Enphase Energy, Inc.

Technology
-77
- 0.06%
$95.77 - $123.65 $7.37K - $9.52K
122K $13.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-710K
- 47.3%
$30.74 - $34.07 $21.8M - $24.2M
791K $27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-664K
- 85.27%
$162.64 - $179.3 $108M - $119M
115K $20.6M
EFV
Msci Eafe Value ETF

ETFs
-48.7K
- 34.56%
$51.72 - $57.96 $2.52M - $2.82M
92.2K $5.31M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-536K
- 57.48%
$44.24 - $49.47 $23.7M - $26.5M
397K $19.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-779K
- 46.08%
$31.05 - $34.29 $24.2M - $26.7M
912K $31.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-685K
- 74.23%
$84.77 - $97.13 $58.1M - $66.5M
238K $22.8M
DFAU
Dimensional ETF Tr

ETFs
-1.06M
- 59.49%
$35.8 - $39.69 $37.8M - $41.9M
718K $28.5M
AAPL
Apple Inc.

Technology
-63.1K
- 34.76%
$207.23 - $234.82 $13.1M - $14.8M
118K $27.6M
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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