Liberty Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $569 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.4M, Dimensional ETF Tr U S Core Eq with a value of $31.3M, Dimensional ETF Tr with a value of $28.5M, Apple Inc. with a value of $27.6M, and Dimensional ETF Tr Dimensional with a value of $27M.
Examining the 13F form we can see an increase of $24M in the current position value, from $546M to 569M.
Liberty Wealth Management LLC is based out at Oakland, CA
Below you can find more details about Liberty Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
ETFs: $421 Million
Technology: $81.5 Million
Financial Services: $13.8 Million
Consumer Cyclical: $12 Million
Healthcare: $12 Million
Industrials: $9.34 Million
Communication Services: $8 Million
Consumer Defensive: $4.72 Million
Other: $7.58 Million
Stock Holdings Table Market Cap. of $200 Billions or more
