Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
SCCO
Southern Copper Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
49
$56.2 - $66.21 $2.75K - $3.24K
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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2021 Filed on Feb 15, 2022
26
$127.84 - $140.12 $3.32K - $3.64K
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
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
245
$106.37 - $130.68 $26.1K - $32K
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
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