Liquid Strategies, LLC Portfolio Holdings

Liquid Strategies, LLC

  • $486 Million
  • Q4 2024

Liquid Strategies, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $486 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $266M, Vanguard Sht Term Corp Bd ETF with a value of $63.3M, Ishares Core U.S. Aggregate Bo with a value of $51.1M, Ishares National Muni Bond ETF with a value of $27.4M, and Ishares Tr with a value of $12.3M.

Examining the 13F form we can see an increase of $68M in the current position value, from $418M to 486M.

Liquid Strategies, LLC is based out at Atlanta, GA

Below you can find more details about Liquid Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $486 Million
ETFs: $486 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $486 Million
  • Prior Value $418 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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