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Liberty Square Wealth Partners

Latest statistics and disclosures from Liberty Square Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002057655

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Positions held by Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Liberty Square Wealth Partners

Liberty Square Wealth Partners holds 154 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.0	$41M	73k	560.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	9.5	$26M	365k	71.72	View chart
Apple (AAPL)	6.6	$18M	74k	244.60	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	6.3	$17M	274k	62.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.9	$16M	583k	27.79	View chart
Ishares Tr Msci Intl Qualty (IQLT)	4.6	$13M	312k	40.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$6.6M	12k	538.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.4	$6.5M	26k	247.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$6.3M	217k	28.89	View chart
Microsoft Corporation (MSFT)	1.9	$5.2M	13k	408.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$4.6M	7.5k	609.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$4.0M	55k	72.53	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.2	$3.2M	107k	30.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.2	$3.2M	70k	45.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$3.0M	30k	100.24	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	1.1	$3.0M	89k	33.49	View chart
NVIDIA Corporation (NVDA)	1.0	$2.7M	19k	138.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.7M	5.5k	479.59	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.9	$2.5M	70k	36.53	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$2.3M	42k	56.42	View chart
Meta Platforms Cl A (META)	0.8	$2.3M	3.1k	736.67	View chart
Amazon (AMZN)	0.8	$2.2M	9.4k	228.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.1M	34k	63.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$2.1M	18k	116.71	View chart
Ishares Tr Expanded Tech (IGV)	0.8	$2.1M	19k	106.76	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$2.0M	8.2k	242.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$1.9M	42k	45.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.8M	49k	35.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$1.7M	22k	79.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.7M	12k	133.77	View chart
Fidelity D + D Bncrp (FDBC)	0.6	$1.6M	36k	44.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.5M	7.3k	203.87	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.4M	2.00	719146.00	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$1.4M	27k	52.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.4M	12k	117.09	View chart
Lowe's Companies (LOW)	0.5	$1.3M	5.3k	251.80	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$1.3M	28k	45.58	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$1.2M	49k	25.53	View chart
Fs Kkr Capital Corp (FSK)	0.4	$1.2M	52k	23.73	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$1.2M	19k	61.89	View chart
Marathon Petroleum Corp (MPC)	0.4	$1.2M	7.5k	156.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M	6.6k	177.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.1M	4.5k	252.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.1M	4.0k	275.69	View chart
W.W. Grainger (GWW)	0.4	$1.1M	1.1k	1027.73	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$1.1M	23k	47.51	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M	10k	104.04	View chart
Procter & Gamble Company (PG)	0.4	$1.1M	6.5k	162.89	View chart
Automatic Data Processing (ADP)	0.4	$1.0M	3.4k	308.15	View chart
PPL Corporation (PPL)	0.4	$1.0M	30k	33.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$997k	1.6k	612.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$990k	3.5k	281.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$988k	2.6k	384.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$983k	13k	78.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$932k	18k	51.51	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$885k	22k	41.22	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$882k	3.7k	239.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$838k	2.8k	301.84	View chart
Tesla Motors (TSLA)	0.3	$761k	2.1k	355.84	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.3	$753k	22k	34.91	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$708k	17k	42.06	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$699k	24k	28.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$694k	6.4k	108.24	View chart
Altria (MO)	0.3	$693k	13k	53.29	View chart
Wp Carey (WPC)	0.2	$651k	11k	58.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$651k	7.9k	81.93	View chart
General Mills (GIS)	0.2	$629k	11k	58.84	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$610k	5.6k	108.32	View chart
PNC Financial Services (PNC)	0.2	$607k	3.1k	193.91	View chart
Eli Lilly & Co. (LLY)	0.2	$594k	704.00	844.27	View chart
Philip Morris International (PM)	0.2	$567k	3.8k	150.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$552k	1.3k	416.37	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$547k	32k	17.16	View chart
Caterpillar (CAT)	0.2	$546k	1.5k	353.32	View chart
Metropcs Communications (TMUS)	0.2	$534k	2.0k	270.81	View chart
Chubb (CB)	0.2	$534k	2.0k	264.52	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$529k	1.9k	272.77	View chart
SYSCO Corporation (SYY)	0.2	$525k	7.4k	71.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$525k	820.00	639.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$499k	1.2k	427.55	View chart
Verizon Communications (VZ)	0.2	$477k	12k	40.99	View chart
Broadcom (AVGO)	0.2	$466k	2.0k	233.04	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$457k	3.4k	132.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$447k	2.4k	185.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$445k	2.4k	186.87	View chart
Palantir Technologies Cl A (PLTR)	0.2	$427k	3.6k	119.16	View chart
Honeywell International (HON)	0.2	$423k	2.1k	202.75	View chart
Chevron Corporation (CVX)	0.2	$421k	2.7k	155.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$419k	2.5k	167.48	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$418k	21k	20.37	View chart
Servicenow (NOW)	0.1	$400k	405.00	986.63	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$397k	3.7k	107.82	View chart
At&t (T)	0.1	$392k	15k	25.87	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$387k	25k	15.39	View chart
Boeing Company (BA)	0.1	$386k	2.1k	184.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$386k	1.7k	223.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$376k	2.0k	185.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$374k	3.5k	105.87	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$372k	12k	31.81	View chart
American Express Company (AXP)	0.1	$371k	1.2k	311.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$364k	7.1k	51.01	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$363k	7.6k	47.54	View chart
Advanced Micro Devices (AMD)	0.1	$353k	3.1k	113.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$353k	4.6k	76.00	View chart
Qualcomm (QCOM)	0.1	$344k	2.0k	172.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$341k	6.8k	50.19	View chart
Home Depot (HD)	0.1	$337k	824.00	409.50	View chart
Coca-Cola Company (KO)	0.1	$329k	4.8k	68.87	View chart
Merck & Co (MRK)	0.1	$329k	4.0k	83.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$325k	1.2k	276.68	View chart
Ameriprise Financial (AMP)	0.1	$315k	577.00	545.95	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$307k	11k	27.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$300k	3.3k	91.62	View chart
Johnson & Johnson (JNJ)	0.1	$296k	1.9k	156.16	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$295k	3.6k	81.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$289k	10k	28.94	View chart
International Business Machines (IBM)	0.1	$282k	1.1k	261.28	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$280k	11k	24.81	View chart
Wells Fargo & Company (WFC)	0.1	$277k	3.5k	79.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$272k	2.2k	122.41	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$262k	11k	23.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$257k	2.8k	92.30	View chart
McDonald's Corporation (MCD)	0.1	$256k	828.00	308.55	View chart
Equinix (EQIX)	0.1	$254k	272.00	933.60	View chart
Adobe Systems Incorporated (ADBE)	0.1	$251k	546.00	460.16	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$250k	9.7k	25.80	View chart
Oracle Corporation (ORCL)	0.1	$250k	1.4k	174.16	View chart
Air Products & Chemicals (APD)	0.1	$249k	788.00	316.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$249k	3.9k	63.81	View chart
Zscaler Incorporated (ZS)	0.1	$247k	1.2k	212.70	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$246k	10k	23.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$242k	4.4k	54.46	View chart
United Parcel Service CL B (UPS)	0.1	$242k	2.1k	116.22	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$237k	34k	6.93	View chart
Cava Group Ord (CAVA)	0.1	$236k	1.8k	131.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$233k	1.4k	164.79	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$231k	646.00	357.43	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$227k	13k	17.44	View chart
Stryker Corporation (SYK)	0.1	$226k	586.00	385.18	View chart
3M Company (MMM)	0.1	$225k	1.5k	148.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$224k	2.4k	93.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$221k	830.00	266.29	View chart
UnitedHealth (UNH)	0.1	$221k	422.00	523.51	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$215k	4.8k	44.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$215k	475.00	451.74	View chart
Corpay Com Shs (CPAY)	0.1	$214k	568.00	377.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$210k	1.1k	194.48	View chart
Toro Company (TTC)	0.1	$209k	2.6k	80.54	View chart
Royal Caribbean Cruises (RCL)	0.1	$207k	788.00	263.09	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$204k	2.7k	76.46	View chart
Ford Motor Company (F)	0.0	$109k	12k	9.48	View chart
Booking Holdings Note 0.750% 5/0 (Principal)	0.0	$30k	11k	2.68	View chart
Southwest Airls Note 1.250% 5/0 (Principal)	0.0	$11k	11k	1.00	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$11k	11k	0.99	View chart

Past Filings by Liberty Square Wealth Partners

SEC 13F filings are viewable for Liberty Square Wealth Partners going back to 2024

Liberty Square Wealth Partners 2024 Q4 filed Feb. 24, 2025

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