Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ONEM
1 Life Healthcare Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
300
$15.44 - $23.16 $4.63K - $6.95K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
30
$285.28 - $321.08 $8.56K - $9.63K
Applied Dna Sciences Inc
Q4 2021 Filed on Feb 15, 2022
1
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
453
$152.7 - $178.12 $69.2K - $80.7K
ARES
Ares Management Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
595
$73.25 - $88.84 $43.6K - $52.9K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 15, 2022
86
$73.83 - $89.84 $6.35K - $7.73K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 15, 2022
1,492
$39.23 - $54.4 $58.5K - $81.2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 15, 2022
708
$58.39 - $78.64 $41.3K - $55.7K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 15, 2022
394
$117.89 - $161.28 $46.4K - $63.5K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
452
$5.41 - $8.5 $2.45K - $3.84K
AVLR
Avalara, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
183
$129.11 - $186.42 $23.6K - $34.1K
BEAM
Beam Therapeutics Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,000
$68.02 - $99.06 $68K - $99.1K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
54
$81.2 - $102.5 $4.38K - $5.54K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
80
$389.36 - $619.19 $31.1K - $49.5K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
72
$373.53 - $434.12 $26.9K - $31.3K
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
343
$75.23 - $99.74 $25.8K - $34.2K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 15, 2022
649
$106.13 - $132.99 $68.9K - $86.3K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
5,000
$10.56 - $10.97 $52.8K - $54.9K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Feb 15, 2022
1,000
$46.24 - $53.69 $46.2K - $53.7K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
233
$72.5 - $100.68 $16.9K - $23.5K
FICO
Fair Isaac Corp

Technology
Q4 2021 Filed on Feb 15, 2022
34
$345.62 - $439.63 $11.8K - $14.9K
FAF
First American Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
162
$67.31 - $78.66 $10.9K - $12.7K
MLPA
Global X Mlp ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
754
$32.8 - $39.01 $24.7K - $29.4K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
87
$68.83 - $80.62 $5.99K - $7.01K
Graniteshares ETF Tr
Q4 2021 Filed on Feb 15, 2022
88
N/A
HEI
Heico Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
196
$133.37 - $149.8 $26.1K - $29.4K
HEIA
Heico Crp Cl A
Q4 2021 Filed on Feb 15, 2022
38
N/A
INGR
Ingredion Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
123
$90.48 - $100.64 $11.1K - $12.4K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
115
$135.04 - $158.63 $15.5K - $18.2K
RODM
Hartford Multifactor Developed

ETFs
Q4 2021 Filed on Feb 15, 2022
3,921
$29.2 - $31.08 $114K - $122K
LNC
Lincoln National Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
91
$62.86 - $76.13 $5.72K - $6.93K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 15, 2022
724
$80.02 - $90.61 $57.9K - $65.6K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
128
$225.82 - $368.51 $28.9K - $47.2K
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
10
$9.25 - $15.44 $92.5 - $154
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
220
$17.79 - $28.92 $3.91K - $6.36K
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2021 Filed on Feb 15, 2022
15
N/A
OGE
Oge Energy Corp.

Utilities
Q4 2021 Filed on Feb 15, 2022
147
$32.69 - $38.38 $4.81K - $5.64K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
142
$47.97 - $62.21 $6.81K - $8.83K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
342
$77.1 - $95.91 $26.4K - $32.8K
REKR
Rekor Systems, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
3,160
$6.03 - $13.98 $19.1K - $44.2K
RPM
Rpm International Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
505
$78.49 - $101.0 $39.6K - $51K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2021 Filed on Feb 15, 2022
1,229
$73.63 - $82.12 $90.5K - $101K
SNA
Snap On Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
339
$202.03 - $228.02 $68.5K - $77.3K
SPRO
Spero Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,000
$13.09 - $18.77 $26.2K - $37.5K
STC
Stewart Information Services Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
240
$64.21 - $80.18 $15.4K - $19.2K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
209
$87.43 - $154.29 $18.3K - $32.2K
VALE
Vale S.A.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
33
$11.27 - $14.78 $372 - $488
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
46
$175.57 - $199.99 $8.08K - $9.2K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 15, 2022
66
$54.5 - $55.03 $3.6K - $3.63K
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