Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 15, 2022
103
$8.15 - $10.19 $839 - $1.05K
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
66
$207.24 - $275.3 $13.7K - $18.2K
GSAT
Globalstar, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
113
$1.15 - $1.74 $130 - $197
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 15, 2022
562
$63.78 - $97.86 $35.8K - $55K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2021 Filed on Feb 15, 2022
1,306
$40.46 - $41.49 $52.8K - $54.2K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
20
$131.36 - $148.45 $2.63K - $2.97K
KALU
Kaiser Aluminum Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
250
$89.23 - $117.47 $22.3K - $29.4K
KB
Kb Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
55
$44.38 - $50.17 $2.44K - $2.76K
KFY
Korn Ferry

Industrials
Q4 2021 Filed on Feb 15, 2022
364
$70.67 - $83.23 $25.7K - $30.3K
MLM
Martin Marietta Materials Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
22
$348.11 - $441.72 $7.66K - $9.72K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
751
$81.06 - $96.04 $60.9K - $72.1K
PUK
Prudential PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
8
$32.31 - $42.05 $258 - $336
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
414
$415.85 - $478.97 $172K - $198K
SCSC
Scansource, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
1,091
$30.46 - $39.75 $33.2K - $43.4K
NOW
Service Now, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
146
$599.57 - $701.73 $87.5K - $102K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q4 2021 Filed on Feb 15, 2022
18
$46.75 - $62.02 $842 - $1.12K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
430
$13.04 - $24.06 $5.61K - $10.3K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
1,665
$57.28 - $81.19 $95.4K - $135K
AKTS
Akoustis Technologies, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
2,000
$6.19 - $9.68 $12.4K - $19.4K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
1,793
$6.66 - $8.1 $11.9K - $14.5K
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
56
$68.76 - $83.14 $3.85K - $4.66K
CASS
Cass Information Systems Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
286
$39.32 - $45.9 $11.2K - $13.1K
CVCY
Central Valley Community Bancorp

Financial Services
Q4 2021 Filed on Feb 15, 2022
368
$20.74 - $21.79 $7.63K - $8.02K
CTAS
Cintas Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
73
$386.1 - $458.45 $28.2K - $33.5K
SPSC
Sps Commerce Inc

Technology
Q4 2021 Filed on Feb 15, 2022
92
$132.75 - $173.12 $12.2K - $15.9K
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Feb 15, 2022
39
$151.8 - $256.5 $5.92K - $10K
DIOD
Diodes Inc

Technology
Q4 2021 Filed on Feb 15, 2022
212
$85.49 - $112.42 $18.1K - $23.8K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
640
$205.61 - $235.83 $132K - $151K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,000
$26.55 - $40.57 $26.6K - $40.6K
ENS
Ener Sys

Industrials
Q4 2021 Filed on Feb 15, 2022
256
$72.84 - $85.49 $18.6K - $21.9K
JETS
ETF Ser Solutions U S Global J

ETFs
Q4 2021 Filed on Feb 15, 2022
4,246
$19.38 - $24.89 $82.3K - $106K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 15, 2022
735
$115.32 - $124.74 $84.8K - $91.7K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2021 Filed on Feb 15, 2022
1,961
$48.4 - $56.11 $94.9K - $110K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 15, 2022
336
$39.46 - $43.04 $13.3K - $14.5K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
80
$24.9 - $40.26 $1.99K - $3.22K
HWM
Howmet Aerospace Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
50
$27.41 - $33.4 $1.37K - $1.67K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 15, 2022
1,416
$59.32 - $60.73 $84K - $86K
IYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
56
$61.79 - $67.85 $3.46K - $3.8K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
44
$343.73 - $431.53 $15.1K - $19K
NTES
Net Ease, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
86
$82.14 - $115.55 $7.06K - $9.94K
NXTC
Next Cure, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
200
$5.7 - $9.1 $1.14K - $1.82K
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
211
$198.08 - $268.28 $41.8K - $56.6K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
196
$46.21 - $73.43 $9.06K - $14.4K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
718
$79.72 - $87.07 $57.2K - $62.5K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,965
$54.35 - $62.28 $107K - $122K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
304
$445.49 - $498.43 $135K - $152K
VICR
Vicor Corp

Technology
Q4 2021 Filed on Feb 15, 2022
200
$114.68 - $162.93 $22.9K - $32.6K
XPER
Xperi Holding Corp

Technology
Q4 2021 Filed on Feb 15, 2022
160
$17.66 - $20.42 $2.83K - $3.27K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
77
$181.81 - $285.66 $14K - $22K
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