Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Feb 15, 2022
340
$85.15 - $104.16 $29K - $35.4K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2021 Filed on Feb 15, 2022
663
$179.37 - $211.42 $119K - $140K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2021 Filed on Feb 15, 2022
888
$32.62 - $33.45 $29K - $29.7K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,072
$15.63 - $16.64 $32.4K - $34.5K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 15, 2022
1,221
$35.39 - $39.43 $43.2K - $48.1K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
52
$83.4 - $95.59 $4.34K - $4.97K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
588
$212.12 - $242.56 $125K - $143K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2021 Filed on Feb 15, 2022
156
$61.75 - $67.29 $9.63K - $10.5K
CNDT
Conduent Inc

Technology
Q4 2021 Filed on Feb 15, 2022
20
$5.0 - $7.11 $100 - $142
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q4 2021 Filed on Feb 15, 2022
738
$28.37 - $30.32 $20.9K - $22.4K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
274
$53.63 - $54.52 $14.7K - $14.9K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
Q4 2021 Filed on Feb 15, 2022
121
$14.63 - $15.65 $1.77K - $1.89K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
119
$16.75 - $17.93 $1.99K - $2.13K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
123
$146.39 - $173.51 $18K - $21.3K
CIM
Chimera Investment Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
262
$14.49 - $16.8 $3.8K - $4.4K
SVVC
Firsthand Technology Value Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
10
$3.96 - $4.85 $39.6 - $48.5
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
305
$241.33 - $266.02 $73.6K - $81.1K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2021 Filed on Feb 15, 2022
259
$55.82 - $59.86 $14.5K - $15.5K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,107
$33.53 - $45.38 $37.1K - $50.2K
FFIN
First Financial Bankshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
972
$46.44 - $54.52 $45.1K - $53K
Cyrusone Inc
Q4 2021 Filed on Feb 15, 2022
156
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
176
$22.73 - $26.26 $4K - $4.62K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
2,501
$65.98 - $70.36 $165K - $176K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Feb 15, 2022
185
$65.16 - $70.02 $12.1K - $13K
LAC
Lithium Americas Corp.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
1,000
$20.19 - $40.96 $20.2K - $41K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
81
$86.81 - $97.12 $7.03K - $7.87K
AES
Aes Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
58
$22.84 - $25.66 $1.32K - $1.49K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
286
$207.17 - $241.91 $59.3K - $69.2K
ELV
Elevance Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
8
$370.08 - $467.67 $2.96K - $3.74K
KMX
Carmax Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
22
$122.54 - $154.85 $2.7K - $3.41K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,457
$44.49 - $51.04 $109K - $125K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
451
$102.36 - $125.04 $46.2K - $56.4K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
91
$129.96 - $155.99 $11.8K - $14.2K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
46
$248.03 - $268.66 $11.4K - $12.4K
STE
Steris PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
36
$206.02 - $245.17 $7.42K - $8.83K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 15, 2022
22
$97.44 - $99.3 $2.14K - $2.18K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2021 Filed on Feb 15, 2022
82
$26.84 - $27.37 $2.2K - $2.24K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2021 Filed on Feb 15, 2022
38
$13.17 - $16.4 $500 - $623
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
7
$127.69 - $165.85 $894 - $1.16K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,551
$68.07 - $83.35 $106K - $129K
LZB
La Z Boy Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
674
$32.67 - $37.58 $22K - $25.3K
SID
National Steel CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
22
$3.57 - $5.45 $78.5 - $120
WPP
Wpp PLC

Communication Services
Q4 2021 Filed on Feb 15, 2022
578
$64.88 - $76.2 $37.5K - $44K
NVMI
Nova Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
175
$97.19 - $146.5 $17K - $25.6K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Feb 15, 2022
4,131
$36.89 - $43.3 $152K - $179K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 15, 2022
352
$47.44 - $52.5 $16.7K - $18.5K
AFL
Aflac Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
114
$52.77 - $58.79 $6.02K - $6.7K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 15, 2022
82
$167.8 - $188.86 $13.8K - $15.5K
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Feb 15, 2022
76
$334.99 - $411.22 $25.5K - $31.3K
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