Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2 Million 0.35% of portfolio
7,094
Q3 2024 Reduced 1.42%
$1.01T
$1.88 Million 0.33% of portfolio
11,270
Q3 2024 Added 0.68%
$80B
$1.86 Million 0.33% of portfolio
6,640
Q3 2024 Added 0.29%
$0
$1.81 Million 0.32% of portfolio
77,091
Q3 2024 Reduced 19.2%
$0
$1.71 Million 0.3% of portfolio
32,386
Q3 2024 Reduced 0.27%
$1T
$1.53 Million 0.27% of portfolio
9,208
Q3 2024 Reduced 86.72%
$0
$1.45 Million 0.26% of portfolio
7,237
Q3 2024 Reduced 72.44%
$0
$1.46 Million 0.26% of portfolio
31,376
Q3 2024 Reduced 17.97%
$0
$1.41 Million 0.25% of portfolio
12,830
Q3 2024 Added 0.34%
$313B
$1.42 Million 0.25% of portfolio
7,172
Q3 2024 Reduced 38.39%
$0
$1.35 Million 0.24% of portfolio
25,252
Q3 2024 Reduced 74.36%
$0
$1.34 Million 0.23% of portfolio
2,736
Q3 2024 Reduced 99.16%
$180B
$1.24 Million 0.22% of portfolio
1,996
Q3 2024 Reduced 94.51%
$711B
$1.26 Million 0.22% of portfolio
1,419
Q3 2024 Added 33.49%
$0
$1.24 Million 0.22% of portfolio
3,858
Q3 2024 Reduced 1.58%
$418B
$1.21 Million 0.21% of portfolio
6,996
Q3 2024 Reduced 69.08%
$0
$1.14 Million 0.2% of portfolio
10,390
Q3 2024 Reduced 87.87%
$223B
$1.09 Million 0.19% of portfolio
6,619
Q3 2024 Reduced 3.93%
$47.1B
$1.1 Million 0.19% of portfolio
1,883
Q2 2023 Reduced 0.79%
$377B
$1.04 Million 0.18% of portfolio
26,256
Q3 2024 Reduced 32.74%
$200B
$1.04 Million 0.18% of portfolio
4,720
Q3 2024 Reduced 84.15%
$430B
$941,000 0.17% of portfolio
2,323
Q3 2024 Reduced 85.63%
$729B
$945,000 0.17% of portfolio
4,484
Q3 2024 Reduced 91.27%
$66.5B
$975,000 0.17% of portfolio
5,654
Q3 2024 Reduced 29.29%
$0
$944,000 0.17% of portfolio
16,324
Q3 2024 Added 2.37%
$0
$940,000 0.17% of portfolio
3,571
Q3 2024 Added 0.2%
$0
$952,000 0.17% of portfolio
5,457
Q3 2024 Added 0.83%
$0
$886,000 0.16% of portfolio
8,028
Q3 2024 Reduced 65.72%
$142B
$911,000 0.16% of portfolio
1,560
Q3 2024 Reduced 88.19%
$127B
$866,000 0.15% of portfolio
3,131
Q3 2024 Added 9.25%
$0
$877,000 0.15% of portfolio
1,529
Q3 2024 Reduced 94.53%
$29.6B
$791,000 0.14% of portfolio
5,519
Q3 2024 Reduced 0.16%
$158B
$800,000 0.14% of portfolio
2,483
Q3 2024 Reduced 78.52%
$0
$778,000 0.14% of portfolio
11,526
Q3 2024 Added 15.68%
$5.87B
$808,000 0.14% of portfolio
33,780
Q4 2021 New
$0
$740,000 0.13% of portfolio
5,866
Q3 2024 Reduced 1.2%
$211B
$728,000 0.13% of portfolio
7,577
Q3 2024 Reduced 55.13%
$0
$756,000 0.13% of portfolio
7,770
Q3 2024 Added 1.5%
$238B
$743,000 0.13% of portfolio
1,436
Q3 2024 Reduced 99.75%
$288B
$728,000 0.13% of portfolio
12,898
Q3 2024 Added 6.16%
$0
$716,000 0.13% of portfolio
17,040
Q3 2024 Added 2.82%
$0
$686,000 0.12% of portfolio
8,203
Q2 2024 Added 1.2%
$0
$688,000 0.12% of portfolio
7,539
Q3 2024 Reduced 76.65%
$223B
$655,000 0.12% of portfolio
3,857
Q3 2024 Reduced 94.89%
$0
$678,000 0.12% of portfolio
7,029
Q3 2024 Reduced 98.29%
$0
$684,000 0.12% of portfolio
5,856
Q3 2024 Reduced 97.6%
$0
$693,000 0.12% of portfolio
3,074
Q3 2024 Added 10.93%
$0
$668,000 0.12% of portfolio
16,506
Q3 2024 Reduced 54.61%
$427B
$648,000 0.11% of portfolio
731
Q3 2024 Reduced 92.05%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $569 Million
  • Prior Value $546 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 34 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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