Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
7,792
$5.96 - $6.63 $46.4K - $51.7K
TRMB
Trimble Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
160
$80.38 - $89.28 $12.9K - $14.3K
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Feb 15, 2022
672
$129.31 - $165.15 $86.9K - $111K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2021 Filed on Feb 15, 2022
786
$125.34 - $141.49 $98.5K - $111K
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
324
$148.05 - $191.65 $48K - $62.1K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
5,976
$13.76 - $15.2 $82.2K - $90.8K
LSCC
Lattice Semiconductor Corp

Technology
Q4 2021 Filed on Feb 15, 2022
136
$62.93 - $84.99 $8.56K - $11.6K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$146.27 - $171.08 $6.14K - $7.19K
TER
Teradyne, Inc

Technology
Q4 2021 Filed on Feb 15, 2022
255
$107.27 - $168.56 $27.4K - $43K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
4,071
$12.84 - $13.89 $52.3K - $56.5K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,277
$53.01 - $59.14 $67.7K - $75.5K
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2021 Filed on Feb 15, 2022
2,564
$11.92 - $21.78 $30.6K - $55.8K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
200
$80.7 - $106.99 $16.1K - $21.4K
AMCX
Amc Networks Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
11
$33.5 - $49.1 $369 - $540
Cree Inc
Q4 2021 Filed on Feb 15, 2022
11
N/A
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Feb 15, 2022
1,792
$83.58 - $97.11 $150K - $174K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2021 Filed on Feb 15, 2022
42
$10.0 - $12.21 $420 - $513
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
44
$25.61 - $35.1 $1.13K - $1.54K
JLL
Jones Lang Lasalle Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
26
$229.24 - $272.88 $5.96K - $7.09K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$147.21 - $174.38 $294 - $349
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5
$148.48 - $177.33 $742 - $887
LSXMA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
10
$47.14 - $55.85 $471 - $559
LSXMK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
20
$47.02 - $55.6 $940 - $1.11K
BATRA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
1
$26.3 - $31.96 $26.3 - $32
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5
$52.02 - $63.24 $260 - $316
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$47.81 - $59.44 $95.6 - $119
BATRK
Liberty Media Corp Del

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$25.79 - $30.96 $51.6 - $61.9
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
312
$177.01 - $223.45 $55.2K - $69.7K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,530
$7.79 - $8.73 $11.9K - $13.4K
RGLD
Royal Gold Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
109
$92.27 - $107.67 $10.1K - $11.7K
KBH
Kb Home

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,370
$38.37 - $45.13 $52.6K - $61.8K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 15, 2022
219
$44.42 - $77.34 $9.73K - $16.9K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 15, 2022
909
$44.17 - $48.6 $40.2K - $44.2K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,196
$76.6 - $81.85 $91.6K - $97.9K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
Q4 2021 Filed on Feb 15, 2022
1,207
$71.36 - $77.51 $86.1K - $93.6K
FYC
First Trust Small Cap Growth A

ETFs
Q4 2021 Filed on Feb 15, 2022
143
$70.02 - $80.47 $10K - $11.5K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
74
$207.94 - $254.12 $15.4K - $18.8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 15, 2022
753
$62.83 - $68.98 $47.3K - $51.9K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2021 Filed on Feb 15, 2022
54
$30.63 - $34.72 $1.65K - $1.87K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q4 2021 Filed on Feb 15, 2022
228
$54.67 - $55.98 $12.5K - $12.8K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
546
$236.98 - $261.2 $129K - $143K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
261
$64.97 - $74.1 $17K - $19.3K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
705
$75.2 - $88.55 $53K - $62.4K
PIPR
Piper Sandler Companies

Financial Services
Q4 2021 Filed on Feb 15, 2022
31
$142.19 - $190.39 $4.41K - $5.9K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
573
$114.05 - $133.51 $65.4K - $76.5K
ALLE
Allegion PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
386
$122.79 - $136.85 $47.4K - $52.8K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q4 2021 Filed on Feb 15, 2022
1,112
$60.52 - $66.81 $67.3K - $74.3K
IYY
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
472
$107.69 - $118.54 $50.8K - $56K
ITA
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
210
$95.53 - $108.96 $20.1K - $22.9K
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