Liquid Strategies, LLC Portfolio Holdings

Liquid Strategies, LLC

  • $531 Million
  • Q1 2025

Liquid Strategies, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $531 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 $335M, Ishares Core U.S. Aggregate Bo with a value of $50.7M, Vanguard Sht Term Corp Bd ETF with a value of $48M, Ishares National Muni Bond ETF with a value of $30.8M, and Ishares Barclays with a value of $19.7M.

Examining the 13F form we can see an increase of $45M in the current position value, from $486M to 531M.

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 $531 Million
ETFs: $531 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $531 Million
  • Prior Value $486 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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