Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DFAC, DFAU, AAPL, DUHP, and represent 26.46% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BLV, LLY, GE, IRM, NVS, CARR, BMY, PLD, FBND, TTD.
- Started 34 new stock positions in IRM, Wesleyan Univer, Caterpillar, Sierra Pacific Po, CMCT, Westmoreland Coal Company, FBND, Pfizer Invt Ent5, BMY, CARR.
- Reduced shares in these 10 stocks: IVV (-$746M), ADBE (-$296M), VGT (-$181M), VUG (-$165M), QQQ (-$157M), VOOG (-$151M), VOO (-$138M), QUAL (-$119M), SMH (-$107M), GS (-$90M).
- Sold out of its positions in STZ, CPAY, FSLR, QMAR, GFEB, SDVY, HOLX, PMAR, PGX, IEF.
- Liberty Wealth Management was a net seller of stock by $-3.3B.
- Liberty Wealth Management has $589M in assets under management (AUM), dropping by 7.89%.
- Central Index Key (CIK): 0001769302
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Portfolio Holdings for Liberty Wealth Management
Liberty Wealth Management holds 230 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.0 | $41M | -94% | 72k | 576.80 |
|
| Dimensional U S Core Etf (DFAC) | 5.3 | $31M | -46% | 912k | 34.29 |
|
| Dimensional Us Core Etf (DFAU) | 4.8 | $29M | -59% | 719k | 39.70 |
|
| Apple (AAPL) | 4.7 | $28M | -34% | 118k | 233.00 |
|
| Dimensional Us High Etf (DUHP) | 4.6 | $27M | -47% | 791k | 34.07 |
|
| Ishares S&p 500 Growth Etf (IVW) | 3.9 | $23M | -74% | 238k | 95.75 |
|
| Ishares Msci Usa Qlty Etf (QUAL) | 3.5 | $21M | -85% | 115k | 179.30 |
|
| Blackrock Us Eqy Fctr Etf (DYNF) | 3.3 | $20M | -57% | 397k | 49.47 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.6 | $16M | -48% | 329k | 47.13 |
|
| Dimensional Intern Core Etf (DFIC) | 2.4 | $14M | -45% | 497k | 28.14 |
|
| 4068594 Enphase Energy (ENPH) | 2.3 | $14M | 122k | 113.02 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.2 | $13M | -65% | 304k | 43.19 |
|
| Dimensionl Us Large Cap Etf (DFLV) | 2.2 | $13M | -40% | 413k | 30.81 |
|
| Vanguard Total Etf (VTI) | 2.0 | $12M | -71% | 42k | 283.18 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $11M | -78% | 94k | 121.44 |
|
| Ishares S&p 500 Value Etf (IVE) | 1.9 | $11M | -86% | 58k | 197.16 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $9.3M | -70% | 119k | 78.05 |
|
| Dimensional Intern Core Etf (DFAI) | 1.5 | $9.1M | -49% | 286k | 31.78 |
|
| Microsoft Corporation (MSFT) | 1.4 | $8.0M | -84% | 19k | 430.29 |
|
| Dimensional U S Targeted Etf (DFAT) | 1.3 | $7.9M | -62% | 141k | 55.63 |
|
| Ishares Us Technology Etf (IYW) | 1.3 | $7.5M | -83% | 50k | 151.62 |
|
| Ishares Msci Emerging Etf (EMXC) | 1.3 | $7.5M | -62% | 122k | 61.11 |
|
| Dimensional Intern High Etf (DIHP) | 1.3 | $7.4M | -41% | 266k | 27.70 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $6.8M | -43% | 242k | 28.15 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $6.8M | -71% | 70k | 98.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $6.4M | 102k | 63.01 |
|
|
| Ishares Mbs Etf Etf (MBB) | 0.9 | $5.4M | -66% | 56k | 95.80 |
|
| Dimensional Intern Small Etf (DISV) | 0.9 | $5.3M | -39% | 183k | 29.06 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $5.3M | -34% | 92k | 57.51 |
|
| Visa (V) | 0.9 | $5.1M | -27% | 18k | 274.97 |
|
| Intuitive Surgical (ISRG) | 0.9 | $5.0M | -8% | 10k | 491.28 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $5.0M | -77% | 47k | 107.65 |
|
| Tesla Motors (TSLA) | 0.8 | $4.7M | -29% | 18k | 261.66 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.8 | $4.6M | -96% | 8.7k | 527.46 |
|
| Applied Materials (AMAT) | 0.8 | $4.5M | 22k | 202.06 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.7 | $4.3M | +9% | 58k | 75.18 |
|
| Oracle Corporation (ORCL) | 0.7 | $4.1M | -19% | 24k | 171.15 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $4.1M | -3% | 67k | 61.54 |
|
| Amazon (AMZN) | 0.6 | $3.8M | -75% | 21k | 186.33 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $3.4M | 102k | 33.25 |
|
|
| Waste Management (WM) | 0.6 | $3.4M | 16k | 207.59 |
|
|
| Ishares Currency Hedg Etf (HEFA) | 0.6 | $3.3M | -55% | 93k | 35.42 |
|
| Chevron Corporation (CVX) | 0.6 | $3.3M | -89% | 22k | 147.25 |
|
| Ishares Us Etf (IFRA) | 0.5 | $3.2M | -50% | 68k | 46.98 |
|
| Vanguard Value Etf Etf (VTV) | 0.5 | $3.1M | -4% | 18k | 174.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.7M | -83% | 5.9k | 460.26 |
|
| Ishares Jpmorgan Usd Mts Etf (EMB) | 0.5 | $2.7M | -63% | 29k | 93.57 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.6M | -92% | 4.5k | 572.39 |
|
| Vanguard Information Etf (VGT) | 0.4 | $2.5M | -98% | 4.3k | 586.47 |
|
| Cisco Systems (CSCO) | 0.4 | $2.3M | -97% | 43k | 53.22 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.3M | 9.5k | 237.19 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.4 | $2.2M | -98% | 5.6k | 383.90 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $2.0M | 7.1k | 282.21 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | 11k | 167.17 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.9M | 6.6k | 280.42 |
|
|
| Ishares Us Treasury Bond Etf (GOVT) | 0.3 | $1.8M | -19% | 77k | 23.45 |
|
| Blackrock Flexible Etf (BINC) | 0.3 | $1.8M | -30% | 33k | 53.53 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.3 | $1.7M | 32k | 52.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | -86% | 9.2k | 165.83 |
|
| Ishares Invest Grd Sys Etf (IGEB) | 0.2 | $1.5M | -17% | 31k | 46.47 |
|
| Vanguard Small Cap Value Etf (VBR) | 0.2 | $1.5M | -72% | 7.2k | 200.77 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.5M | -74% | 25k | 57.42 |
|
| Abbvie (ABBV) | 0.2 | $1.4M | -38% | 7.2k | 197.43 |
|
| Vanguard World Financials Etf (VFH) | 0.2 | $1.4M | 13k | 109.90 |
|
|
| Invsc Qqq Trust Srs 1 Etf (QQQ) | 0.2 | $1.3M | -99% | 2.7k | 487.94 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +33% | 1.4k | 885.84 |
|
| Vanguard Mega Cap Growth Etf (MGK) | 0.2 | $1.2M | 3.9k | 321.93 |
|
|
| Intuit (INTU) | 0.2 | $1.2M | -94% | 2.0k | 620.74 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | -69% | 7.0k | 173.24 |
|
| Ishares S&p 100 Etf Etf (OEF) | 0.2 | $1.2M | -89% | 4.2k | 276.67 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $1.1M | -87% | 10k | 109.34 |
|
| Msci (MSCI) | 0.2 | $1.1M | 1.9k | 583.11 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | -3% | 6.6k | 164.07 |
|
| International Business Machines (IBM) | 0.2 | $1.0M | -84% | 4.7k | 220.97 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.0M | -32% | 26k | 39.69 |
|
| Broadcom (AVGO) | 0.2 | $975k | -29% | 5.7k | 172.44 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $952k | 5.5k | 174.45 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $945k | -91% | 4.5k | 210.75 |
|
| Pacer Us Cash Cows 100 Etf (COWZ) | 0.2 | $944k | +2% | 16k | 57.83 |
|
| Home Depot (HD) | 0.2 | $941k | -85% | 2.3k | 405.08 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $940k | 3.6k | 263.23 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $912k | -88% | 1.6k | 584.62 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $887k | -65% | 8.0k | 110.49 |
|
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $877k | -94% | 1.5k | 573.58 |
|
| Automatic Data Processing (ADP) | 0.1 | $866k | +9% | 3.1k | 276.59 |
|
| Sentinelone Cl A (S) | 0.1 | $808k | 34k | 23.92 |
|
|
| Amgen (AMGN) | 0.1 | $800k | -78% | 2.5k | 322.19 |
|
| Pulte (PHM) | 0.1 | $792k | 5.5k | 143.50 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $778k | +15% | 12k | 67.50 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $757k | 7.8k | 97.43 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $744k | -99% | 1.4k | 518.11 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $740k | 5.9k | 126.15 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $729k | +6% | 13k | 56.52 |
|
| Walt Disney Company (DIS) | 0.1 | $729k | -55% | 7.6k | 96.21 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $716k | +2% | 17k | 42.02 |
|
| Technology Select Sector Etf (XLK) | 0.1 | $694k | +10% | 3.1k | 225.76 |
|
| Ishares Msci Usa Min Vol Etf (USMV) | 0.1 | $687k | -76% | 7.5k | 91.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $686k | 8.2k | 83.63 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $685k | -97% | 5.9k | 116.97 |
|
| Vanguard Russell 1000 Etf (VONG) | 0.1 | $678k | -98% | 7.0k | 96.46 |
|
| Ishares Global Energy Etf (IXC) | 0.1 | $668k | -54% | 17k | 40.47 |
|
| Pepsi (PEP) | 0.1 | $656k | -94% | 3.9k | 170.08 |
|
| Ishares Iboxx Invt Grade Etf (LQD) | 0.1 | $652k | -79% | 5.8k | 113.04 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $648k | -92% | 731.00 | 886.46 |
|
| Coca-Cola Company (KO) | 0.1 | $631k | -81% | 8.8k | 71.88 |
|
| Vanguard Ftse Emerging Etf (VWO) | 0.1 | $626k | -37% | 13k | 47.55 |
|
| Public Storage (PSA) | 0.1 | $608k | -73% | 1.7k | 363.85 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $576k | -96% | 4.9k | 117.22 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $574k | 3.9k | 145.57 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $529k | 5.9k | 89.18 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $527k | -47% | 4.6k | 114.02 |
|
| Wal-Mart Stores (WMT) | 0.1 | $522k | -88% | 6.5k | 80.74 |
|
| Johnson & Johnson (JNJ) | 0.1 | $520k | -80% | 3.2k | 161.99 |
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| ABM Industries (ABM) | 0.1 | $516k | 9.8k | 52.80 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $516k | -24% | 12k | 41.67 |
|
| American Express Company (AXP) | 0.1 | $510k | -54% | 1.9k | 271.42 |
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| UnitedHealth (UNH) | 0.1 | $497k | -82% | 849.00 | 585.39 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.1 | $491k | +20% | 9.8k | 50.01 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $467k | +34% | 11k | 42.80 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $467k | -96% | 946.00 | 493.66 |
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| Verizon Communications (VZ) | 0.1 | $459k | -62% | 10k | 44.91 |
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| Vanguard Total Bond Etf (BND) | 0.1 | $458k | -88% | 6.2k | 74.18 |
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| Ishares S&p Mid Cap 400 Etf (IJJ) | 0.1 | $452k | -99% | 3.7k | 123.70 |
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| At&t (T) | 0.1 | $450k | -25% | 20k | 22.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $446k | -20% | 1.2k | 375.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $433k | -75% | 3.6k | 121.29 |
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| United Parcel Service CL B (UPS) | 0.1 | $433k | -26% | 3.2k | 136.25 |
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| Caterpillar (CAT) | 0.1 | $428k | -94% | 1.1k | 390.87 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $426k | -7% | 2.1k | 198.23 |
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| Taiwan Semiconductor M F Adr (TSM) | 0.1 | $413k | +13% | 2.4k | 173.75 |
|
| Union Pacific Corporation (UNP) | 0.1 | $407k | -79% | 1.7k | 246.67 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $407k | -4% | 1.1k | 381.44 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $403k | +7% | 4.1k | 99.48 |
|
| Netflix (NFLX) | 0.1 | $401k | -85% | 566.00 | 708.48 |
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| Axon Enterprise (AXON) | 0.1 | $400k | 1.0k | 400.00 |
|
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| Merck & Co (MRK) | 0.1 | $396k | -94% | 3.5k | 113.47 |
|
| Starbucks Corporation (SBUX) | 0.1 | $392k | -46% | 4.0k | 97.59 |
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| Nextera Energy (NEE) | 0.1 | $388k | -54% | 4.6k | 84.48 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $385k | 8.4k | 45.71 |
|
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| Vanguard Short-term Bond Etf (BSV) | 0.1 | $374k | +8% | 4.8k | 78.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $374k | 1.5k | 243.33 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $361k | +12% | 6.8k | 52.82 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $360k | 3.8k | 96.00 |
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| Trane Technologies SHS (TT) | 0.1 | $359k | 925.00 | 388.11 |
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| Goldman Sachs (GS) | 0.1 | $357k | -99% | 721.00 | 495.15 |
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| McDonald's Corporation (MCD) | 0.1 | $357k | -81% | 1.2k | 304.61 |
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| Vaneck Semiconductor Etf (SMH) | 0.1 | $355k | -99% | 1.4k | 245.50 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $349k | 4.8k | 73.03 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $341k | +6% | 23k | 14.67 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $341k | 3.8k | 88.80 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $325k | -2% | 7.2k | 45.37 |
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| Ross Stores (ROST) | 0.1 | $323k | 2.1k | 150.37 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $320k | 6.4k | 49.64 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $314k | +4% | 4.0k | 78.38 |
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| Boeing Company (BA) | 0.1 | $313k | 2.1k | 151.87 |
|
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $312k | +9% | 8.7k | 35.91 |
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| Allstate Corporation (ALL) | 0.1 | $309k | 1.6k | 189.57 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $302k | -93% | 4.5k | 66.59 |
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| Analog Devices (ADI) | 0.1 | $297k | -12% | 1.3k | 230.23 |
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| Philip Morris International (PM) | 0.0 | $288k | -75% | 2.4k | 121.57 |
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| Ishares Treasury Floatng Etf (TFLO) | 0.0 | $281k | -97% | 5.5k | 50.69 |
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| General Electric (GE) | 0.0 | $280k | NEW | 1.5k | 188.30 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $276k | -9% | 1.2k | 230.96 |
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| Wec Energy Group (WEC) | 0.0 | $276k | +7% | 2.9k | 96.23 |
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| Intel Corporation (INTC) | 0.0 | $275k | -56% | 12k | 23.45 |
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| Ishares Floating Rate Etf (FLOT) | 0.0 | $275k | -98% | 5.4k | 51.03 |
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| Nike CL B (NKE) | 0.0 | $273k | -37% | 3.1k | 88.29 |
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| Gilead Sciences (GILD) | 0.0 | $272k | 3.2k | 83.90 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $269k | -12% | 3.2k | 83.70 |
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| Iron Mountain (IRM) | 0.0 | $269k | NEW | 2.3k | 118.92 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $267k | +4% | 630.00 | 423.81 |
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| Ishares Russell 1000 Etf (IWD) | 0.0 | $267k | -95% | 1.4k | 189.50 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $259k | 1.5k | 177.28 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $259k | NEW | 2.3k | 114.86 |
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| Carrier Global Corporation (CARR) | 0.0 | $256k | NEW | 3.2k | 80.40 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $256k | 3.6k | 70.64 |
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| Hims &hers Health Com Cl A (HIMS) | 0.0 | $248k | -8% | 12k | 20.03 |
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| Bristol Myers Squibb (BMY) | 0.0 | $248k | NEW | 4.8k | 51.74 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $247k | -97% | 1.7k | 148.35 |
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| salesforce (CRM) | 0.0 | $246k | -89% | 898.00 | 273.94 |
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| Target Corporation (TGT) | 0.0 | $245k | 1.6k | 155.85 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $244k | 2.0k | 119.78 |
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| Qualcomm (QCOM) | 0.0 | $242k | -94% | 1.4k | 170.18 |
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| Stryker Corporation (SYK) | 0.0 | $240k | 663.00 | 361.99 |
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| Dell Technologies CL C (DELL) | 0.0 | $239k | 2.0k | 118.67 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $239k | -99% | 692.00 | 345.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $238k | 3.8k | 62.32 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $235k | NEW | 5.0k | 46.66 |
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| Prologis (PLD) | 0.0 | $235k | NEW | 1.9k | 126.34 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $233k | 4.8k | 48.44 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $228k | -12% | 1.8k | 125.83 |
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| Trade Desk (TTD) | 0.0 | $228k | NEW | 2.1k | 109.77 |
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| BP Sponsored Adr (BP) | 0.0 | $226k | 7.2k | 31.39 |
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| Invsc S P 500 Momentum Etf (SPMO) | 0.0 | $225k | -98% | 2.5k | 90.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $223k | 7.8k | 28.47 |
|
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| Accenture Plc Ireland F Fixed Income (ACN) | 0.0 | $220k | NEW | 621.00 | 354.27 |
|
| Lowe's Companies (LOW) | 0.0 | $220k | -95% | 813.00 | 270.60 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $218k | NEW | 3.5k | 61.55 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $217k | -76% | 1.9k | 115.55 |
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| Diageo Spon Adr New (DEO) | 0.0 | $213k | NEW | 1.5k | 140.04 |
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| Pfizer (PFE) | 0.0 | $210k | -71% | 7.2k | 29.01 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $210k | 2.3k | 91.94 |
|
|
| Sempra Energy (SRE) | 0.0 | $205k | NEW | 2.5k | 83.54 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $203k | NEW | 1.6k | 127.91 |
|
| Essex Property Trust (ESS) | 0.0 | $201k | NEW | 681.00 | 295.15 |
|
| First Tr Stoxx European Sele Common Shs (FDD) | 0.0 | $178k | +3% | 14k | 12.49 |
|
| Bristol-myers Squ Fixed Income | 0.0 | $118k | NEW | 100k | 1.18 |
|
| Heritage Commerce (HTBK) | 0.0 | $113k | 11k | 9.91 |
|
|
| Massachusetts Ins Fixed Income | 0.0 | $112k | NEW | 100k | 1.12 |
|
| Natural Alternatives Intl In Com New (NAII) | 0.0 | $80k | 14k | 5.71 |
|
|
| Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $78k | 340k | 0.23 |
|
|
| Nevada Power Fixed Income | 0.0 | $55k | NEW | 50k | 1.10 |
|
| Sierra Pacific Po Fixed Income | 0.0 | $55k | NEW | 50k | 1.10 |
|
| Pacificorp Fixed Income | 0.0 | $53k | NEW | 50k | 1.06 |
|
| San Diego Gas & Fixed Income | 0.0 | $53k | NEW | 50k | 1.06 |
|
| United Parcel Ser Fixed Income | 0.0 | $53k | NEW | 50k | 1.06 |
|
| Pfizer Invt Ent5 Fixed Income | 0.0 | $51k | NEW | 50k | 1.02 |
|
| Barclays Bank Pl5 Fixed Income | 0.0 | $50k | NEW | 50k | 1.00 |
|
| Ntnl Bank Of Ca5 Fixed Income | 0.0 | $50k | NEW | 50k | 1.00 |
|
| Duke Energy Pro Fixed Income | 0.0 | $45k | NEW | 50k | 0.90 |
|
| Wesleyan Univer Fixed Income | 0.0 | $45k | NEW | 50k | 0.90 |
|
| Jpmorgan Chase F Fixed Income | 0.0 | $30k | NEW | 30k | 1.00 |
|
| Caterpillar Fixed Income | 0.0 | $26k | NEW | 20k | 1.30 |
|
| Nektar Therapeutics (NKTR) | 0.0 | $25k | 19k | 1.32 |
|
|
| Wells Fargo Bank, N CD | 0.0 | $25k | NEW | 25k | 1.00 |
|
| Creative Media &cmnty Tr Com New (CMCT) | 0.0 | $14k | NEW | 29k | 0.48 |
|
| Westmoreland Coal Company | 0.0 | $0 | NEW | 20k | 0.00 |
|
| Chromocure (KKUR) | 0.0 | $0 | NEW | 33k | 0.00 |
|
| 1pm Inds (OPMZ) | 0.0 | $0 | NEW | 17k | 0.00 |
|
| Enerpulse Tech Xxxregistration Revoked By The Sec Eff: 10/24/18 | 0.0 | $0 | NEW | 30k | 0.00 |
|
Past Filings by Liberty Wealth Management
SEC 13F filings are viewable for Liberty Wealth Management going back to 2018
- Liberty Wealth Management 2024 Q3 filed Nov. 4, 2024
- Liberty Wealth Management 2024 Q2 filed Aug. 7, 2024
- Liberty Wealth Management 2024 Q1 filed May 3, 2024
- Liberty Wealth Management 2023 Q4 filed Feb. 9, 2024
- Liberty Wealth Management 2023 Q3 filed Nov. 13, 2023
- Liberty Wealth Management 2023 Q2 filed Aug. 10, 2023
- Liberty Wealth Management 2023 Q1 filed May 3, 2023
- Liberty Wealth Management 2022 Q3 filed Nov. 15, 2022
- Liberty Wealth Management 2022 Q2 filed Aug. 15, 2022
- Liberty Wealth Management 2022 Q1 filed May 9, 2022
- Liberty Wealth Management 2021 Q4 filed Feb. 15, 2022
- Liberty Wealth Management 2021 Q3 filed Nov. 15, 2021
- Liberty Wealth Management 2021 Q2 filed Aug. 13, 2021
- Liberty Wealth Management 2021 Q2 restated filed Aug. 13, 2021
- Liberty Wealth Management 2021 Q1 filed May 17, 2021
- Liberty Wealth Management 2020 Q4 filed Feb. 9, 2021