Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
20
$20.04 - $27.01 $401 - $540
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
96
$171.07 - $196.61 $16.4K - $18.9K
STT
State Street Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
41
$86.12 - $99.92 $3.53K - $4.1K
TRP
Tc Energy Corp

Energy
Q4 2021 Filed on Feb 15, 2022
1,553
$45.47 - $55.15 $70.6K - $85.6K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
394
$39.06 - $53.11 $15.4K - $20.9K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
18
$66.98 - $78.01 $1.21K - $1.4K
XRX
Xerox Holdings Corp

Technology
Q4 2021 Filed on Feb 15, 2022
74
$17.79 - $23.35 $1.32K - $1.73K
ABEV
Ambev S.A.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,800
$2.62 - $3.22 $4.72K - $5.8K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
28
$87.48 - $96.88 $2.45K - $2.71K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
79
$63.26 - $108.62 $5K - $8.58K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
8
$708.84 - $794.68 $5.67K - $6.36K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
311
$90.6 - $130.75 $28.2K - $40.7K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
22
$46.17 - $55.37 $1.02K - $1.22K
CTRA
Coterra Energy Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
157
$19.0 - $22.77 $2.98K - $3.57K
CSTE
Caesarstone Ltd.

Industrials
Q4 2021 Filed on Feb 15, 2022
124
$10.45 - $13.5 $1.3K - $1.67K
CAJ
Canon Inc

Technology
Q4 2021 Filed on Feb 15, 2022
6,266
$21.54 - $25.37 $135K - $159K
CPK
Chesapeake Utilities Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
114
$124.4 - $145.81 $14.2K - $16.6K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
59
$136.66 - $157.34 $8.06K - $9.28K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q4 2021 Filed on Feb 15, 2022
754
$48.12 - $51.9 $36.3K - $39.1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
58
$97.11 - $146.61 $5.63K - $8.5K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
32
$102.11 - $120.91 $3.27K - $3.87K
E
Eni Spa

Energy
Q4 2021 Filed on Feb 15, 2022
759
$26.29 - $29.7 $20K - $22.5K
EQNR
Equinor Asa

Energy
Q4 2021 Filed on Feb 15, 2022
519
$24.63 - $28.26 $12.8K - $14.7K
GCI
Gannett Co., Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
133
$4.72 - $6.93 $628 - $922
PEAK
Healthpeak Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,696
$32.51 - $36.14 $55.1K - $61.3K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q4 2021 Filed on Feb 15, 2022
261
$127.59 - $138.97 $33.3K - $36.3K
MC
Moelis & CO

Financial Services
Q4 2021 Filed on Feb 15, 2022
422
$59.14 - $76.98 $25K - $32.5K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
2
$33.62 - $42.47 $67.2 - $84.9
NEM
Newmont Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
1,396
$53.27 - $62.02 $74.4K - $86.6K
NTRS
Northern Trust Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
49
$108.05 - $125.51 $5.29K - $6.15K
GEN
Gen Digital Inc Com
Q4 2021 Filed on Feb 15, 2022
439
N/A
ONTO
Onto Innovation Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
400
$70.17 - $102.27 $28.1K - $40.9K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Feb 15, 2022
1,672
$108.95 - $110.71 $182K - $185K
POOL
Pool Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
76
$435.92 - $577.85 $33.1K - $43.9K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
18
$146.1 - $178.12 $2.63K - $3.21K
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
673
$120.01 - $139.45 $80.8K - $93.8K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2021 Filed on Feb 15, 2022
79
$49.16 - $49.38 $3.88K - $3.9K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Feb 15, 2022
74
$221.91 - $300.95 $16.4K - $22.3K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,464
$55.67 - $65.14 $81.5K - $95.4K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Feb 15, 2022
107
$248.17 - $369.23 $26.6K - $39.5K
UBS
Ubs Group Ag

Financial Services
Q4 2021 Filed on Feb 15, 2022
383
$15.93 - $18.59 $6.1K - $7.12K
VICI
Vici Properties Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
450
$26.75 - $30.25 $12K - $13.6K
ATCO
Atlas Corp.

Financial Services
Q4 2021 Filed on Feb 15, 2022
807
$13.17 - $15.4 $10.6K - $12.4K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
504
$14.86 - $15.35 $7.49K - $7.74K
BRG
Bluerock Residential Growth Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
4,825
$12.66 - $27.2 $61.1K - $131K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,000
$27.23 - $28.9 $27.2K - $28.9K
FIX
Comfort Systems Usa Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
264
$74.06 - $102.81 $19.6K - $27.1K
CPRT
Copart Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
192
$136.57 - $159.1 $26.2K - $30.5K
CSWI
Csw Industrials, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
152
$112.46 - $144.01 $17.1K - $21.9K
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