Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ARCC
Ares Capital Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
188
$13.82 - $17.28 $2.6K - $3.25K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2020 Filed on Feb 09, 2021
1,014
$8.69 - $9.73 $8.81K - $9.87K
Vereit Inc Com
Q4 2020 Filed on Feb 09, 2021
669
N/A
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 09, 2021
44
$121.78 - $149.11 $5.36K - $6.56K
Huami Corp Sponsored Ads Isin Us44331 K1034
Q4 2020 Filed on Feb 09, 2021
201
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2020 Filed on Feb 09, 2021
275
$60.02 - $60.09 $16.5K - $16.5K
Parsley Energy Inc
Q4 2020 Filed on Feb 09, 2021
422
N/A
PSLV
Sprott Physical Silver Trust

Financial Services
Q4 2020 Filed on Feb 09, 2021
4,700
$7.86 - $9.38 $36.9K - $44.1K
AAL
American Airlines Group Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
5
$10.95 - $17.99 $54.8 - $89.9
Hms Holdings Corp
Q4 2020 Filed on Feb 09, 2021
255
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q4 2020 Filed on Feb 09, 2021
729
$18.78 - $24.63 $13.7K - $18K
FXD
First Tr Exchange Traded Fd

ETFs
Q4 2020 Filed on Feb 09, 2021
484
$42.4 - $51.13 $20.5K - $24.7K
FXR
First Trust Industrials/Produc

ETFs
Q4 2020 Filed on Feb 09, 2021
533
$40.88 - $50.18 $21.8K - $26.7K
Kensington Cap Acquisition Cor Com Cl A
Q4 2020 Filed on Feb 09, 2021
30
N/A
Slack Technologies Inc Com Cl A
Q4 2020 Filed on Feb 09, 2021
500
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
79
$159.52 - $175.0 $12.6K - $13.8K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2020 Filed on Nov 05, 2020
970
$26.78 - $28.33 $26K - $27.5K
BOKF
Bok Financial Corp

Financial Services
Q3 2020 Filed on Nov 05, 2020
59
$48.95 - $62.15 $2.89K - $3.67K
ORAN
Orange

Communication Services
Q3 2020 Filed on Nov 05, 2020
38
$10.33 - $12.65 $393 - $481
AER
Aer Cap Holdings N.V.

Industrials
Q3 2020 Filed on Nov 05, 2020
23
$23.03 - $32.87 $530 - $756
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 05, 2020
20
$27.09 - $42.14 $542 - $843
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
34
$10.77 - $16.21 $366 - $551
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
64
$43.34 - $53.1 $2.77K - $3.4K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
13
$33.51 - $44.93 $436 - $584
RCI
Rogers Communications Inc

Communication Services
Q3 2020 Filed on Nov 05, 2020
12
$38.08 - $43.61 $457 - $523
RY
Royal Bank Of Canada

Financial Services
Q3 2020 Filed on Nov 05, 2020
10
$67.16 - $77.57 $672 - $776
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2020 Filed on Nov 05, 2020
175
$60.96 - $69.4 $10.7K - $12.1K
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
3
$176.93 - $228.63 $531 - $686
WDC
Western Digital Corp

Technology
Q3 2020 Filed on Nov 05, 2020
100
$33.71 - $46.16 $3.37K - $4.62K
ANGO
Angiodynamics Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
342
$8.26 - $12.74 $2.82K - $4.36K
COLB
Columbia Banking System, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
166
$23.05 - $31.04 $3.83K - $5.15K
MEI
Methode Electronics Inc

Technology
Q3 2020 Filed on Nov 05, 2020
173
$23.99 - $32.12 $4.15K - $5.56K
CNXN
Pc Connection Inc

Technology
Q3 2020 Filed on Nov 05, 2020
190
$39.02 - $48.05 $7.41K - $9.13K
Enel Americas Sa
Q3 2020 Filed on Nov 05, 2020
671
N/A
Logmein Inc Com
Q3 2020 Filed on Nov 05, 2020
2
N/A
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2020 Filed on Nov 05, 2020
345
$32.1 - $35.99 $11.1K - $12.4K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
120
$13.19 - $16.66 $1.58K - $2K
WSO
Watsco Inc

Industrials
Q3 2020 Filed on Nov 05, 2020
3
$177.97 - $248.65 $534 - $746
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
125
$8.29 - $10.7 $1.04K - $1.34K
TILE
Interface Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
48
$5.99 - $8.49 $288 - $408
BCC
Boise Cascade CO

Basic Materials
Q3 2020 Filed on Nov 05, 2020
161
$36.45 - $48.28 $5.87K - $7.77K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2020 Filed on Nov 05, 2020
10
$103.87 - $120.36 $1.04K - $1.2K
TU
Telus Corp

Communication Services
Q3 2020 Filed on Nov 05, 2020
44
$16.44 - $18.84 $723 - $829
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
106
$41.93 - $54.79 $4.44K - $5.81K
NDAQ
Nasdaq, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
65
$119.73 - $137.28 $7.78K - $8.92K
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Nov 05, 2020
2,272
$1.23 - $1.85 $2.79K - $4.2K
FTS
Fortis Inc.

Utilities
Q3 2020 Filed on Nov 05, 2020
17
$37.72 - $41.01 $641 - $697
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Nov 05, 2020
221
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
315
$85.0 - $96.46 $26.8K - $30.4K
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email