Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

$504 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
China Mobile Adr Repsg Ord	Q1 2021 Filed on May 17, 2021	100	N/A
AME Ametek Inc Industrials	Q1 2021 Filed on May 17, 2021	2	$111.06 - $128.21 $222 - $256
CCEP Coca Cola Europacific Partners PLC Consumer Defensive	Q1 2021 Filed on May 17, 2021	5	$45.01 - $54.31 $225 - $272
CVE Cenovus Energy Inc. Energy	Q1 2021 Filed on May 17, 2021	39	$5.75 - $8.48 $224 - $331
SPB Spectrum Brands Holdings, Inc. Consumer Defensive	Q1 2021 Filed on May 17, 2021	4	$75.57 - $86.92 $302 - $348
Wyndham Destinations Inc Com	Q1 2021 Filed on May 17, 2021	110	N/A
MAR Marriott International Inc Consumer Cyclical	Q1 2021 Filed on May 17, 2021	2	$116.31 - $157.5 $233 - $315
Gw Pharmaceuticals PLC Ads	Q1 2021 Filed on May 17, 2021	1	N/A
MCO Moodys Corp Financial Services	Q1 2021 Filed on May 17, 2021	1	$263.04 - $306.97 $263 - $307
QFIN 360 Digi Tech, Inc. Financial Services	Q1 2021 Filed on May 17, 2021	96	$12.01 - $33.58 $1.15K - $3.22K
AYI Acuity Brands Inc Industrials	Q1 2021 Filed on May 17, 2021	2	$115.99 - $165.0 $232 - $330
ALNY Alnylam Pharmaceuticals, Inc. Healthcare	Q1 2021 Filed on May 17, 2021	1	$126.83 - $175.69 $127 - $176
TAIL Cambria ETF Tr Tail Risk ETF ETFs	Q1 2021 Filed on May 17, 2021	0	$18.75 - $20.71 $0 - $0
CVNA Carvana Co. Consumer Cyclical	Q1 2021 Filed on May 17, 2021	1	$236.27 - $314.84 $236 - $315
CHDN Churchill Downs Inc Consumer Cyclical	Q1 2021 Filed on May 17, 2021	1	$184.98 - $254.33 $185 - $254
INCO Columbia ETF Tr Ii Columbia In ETFs	Q1 2021 Filed on May 17, 2021	0	$48.52 - $52.84 $0 - $0
CROX Crocs, Inc. Consumer Cyclical	Q1 2021 Filed on May 17, 2021	4	$61.56 - $84.8 $246 - $339
FOXA Fox Corp Communication Services	Q1 2021 Filed on May 17, 2021	10	$28.81 - $44.18 $288 - $442
HUM Humana Inc Healthcare	Q1 2021 Filed on May 17, 2021	1	$375.15 - $447.69 $375 - $448
IIVI Ii Vi Inc Technology	Q1 2021 Filed on May 17, 2021	3	$65.85 - $99.58 $198 - $299
MNA Iq Merger Arbitrage ETF ETFs	Q1 2021 Filed on May 17, 2021	0	$32.33 - $33.67 $0 - $0
EWN Ishares Msci Netherlnds ETF ETFs	Q1 2021 Filed on May 17, 2021	0	$41.98 - $46.5 $0 - $0
KNX Knight Swift Transportation Holdings Inc. Industrials	Q1 2021 Filed on May 17, 2021	7	$40.0 - $49.07 $280 - $343
MHK Mohawk Industries Inc Consumer Cyclical	Q1 2021 Filed on May 17, 2021	2	$136.11 - $195.67 $272 - $391
Wisdomtree Continuous Commodit Shs Ben Int	Q4 2020 Filed on Feb 09, 2021	24,785	N/A
CHRW C. H. Robinson Worldwide, Inc. Industrials	Q4 2020 Filed on Feb 09, 2021	139	$87.34 - $106.16 $12.1K - $14.8K
Tiffany CO	Q4 2020 Filed on Feb 09, 2021	281	N/A
AMX America Movil Sab De Cv Communication Services	Q4 2020 Filed on Feb 09, 2021	991	$11.8 - $14.89 $11.7K - $14.8K
HAL Halliburton CO Energy	Q4 2020 Filed on Feb 09, 2021	891	$11.17 - $20.14 $9.95K - $17.9K
0HVP.L Lumen Technologies, Inc. Telecommunication	Q4 2020 Filed on Feb 09, 2021	4,468	N/A
MFC Manulife Financial Corp Financial Services	Q4 2020 Filed on Feb 09, 2021	1,311	$13.34 - $18.23 $17.5K - $23.9K
Allianzgi Conv Income Fd Com	Q4 2020 Filed on Feb 09, 2021	21,641	N/A
HRB H&R Block Inc Consumer Cyclical	Q4 2020 Filed on Feb 09, 2021	1,583	$15.16 - $19.18 $24K - $30.4K
HACK Etgmg Prime Cyber Security ETF ETFs	Q4 2020 Filed on Feb 09, 2021	500	$45.05 - $58.86 $22.5K - $29.4K
CRS Carpenter Technology Corp Industrials	Q4 2020 Filed on Feb 09, 2021	134	$16.09 - $29.71 $2.16K - $3.98K
Mts Systems Corp	Q4 2020 Filed on Feb 09, 2021	168	N/A
China Telecom Corporation Spons Adr Each Repr 100 H Com Cny1	Q4 2020 Filed on Feb 09, 2021	146	N/A
Cia Paranaense De Energia Copel Adr Each Repr 1 Pref B Shs Level 2	Q4 2020 Filed on Feb 09, 2021	259	N/A
National Oilwell Varco Inc	Q4 2020 Filed on Feb 09, 2021	31	N/A
DBB Invesco Db Base Metals Fund ETFs	Q4 2020 Filed on Feb 09, 2021	100	$14.7 - $17.85 $1.47K - $1.79K
SLYV Spdr S&P 600 Small Cap Value E ETFs	Q4 2020 Filed on Feb 09, 2021	16	$50.84 - $66.37 $813 - $1.06K
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	Q4 2020 Filed on Feb 09, 2021	43	$58.06 - $69.83 $2.5K - $3K
SCHV Schwab Strategic Tr Us Large C ETFs	Q4 2020 Filed on Feb 09, 2021	76	$50.83 - $59.53 $3.86K - $4.52K
Mallinckrodt PLC Com Usd0 20	Q4 2020 Filed on Feb 09, 2021	33	N/A
AMRS Amyris, Inc. Basic Materials	Q4 2020 Filed on Feb 09, 2021	2	$1.89 - $6.57 $3.78 - $13.1
AKBA Akebia Therapeutics, Inc. Healthcare	Q4 2020 Filed on Feb 09, 2021	37	$2.22 - $3.78 $82.1 - $140
X United States Steel Corp Basic Materials	Q4 2020 Filed on Feb 09, 2021	100	$7.48 - $19.47 $748 - $1.95K
China Unicom Hong Kong Limited Adr Each Rep 10 Ord Hkd0 10 Lvl111	Q4 2020 Filed on Feb 09, 2021	240	N/A
AY Atlantica Sustainable Infrastructure PLC Utilities	Q4 2020 Filed on Feb 09, 2021	69	$28.26 - $40.86 $1.95K - $2.82K
Unilever Nv Eur0 16 New York Shares	Q4 2020 Filed on Feb 09, 2021	151	N/A

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