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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, DUHP, AAPL, and represent 26.47% of Liberty Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$37M), IVW (+$19M), QUAL (+$17M), DFAU (+$16M), DFAC (+$14M), DYNF (+$13M), DUHP (+$12M), NVDA (+$11M), AAPL (+$10M), IVE (+$8.8M).
Started 57 new stock positions in STZ, SDVY, SPYV, MCD, GILD, DLS, KLAC, FBCG, LRCX, VRT.
Reduced shares in these 10 stocks: DFUV, FALN, IXC, ESGU, GE, , NVO, , BMY, KR.
Sold out of its positions in BMY, Cidara Therapeutics Inc Common Stock Usd 0.0001, COP, Enerpulse Tech Xxxregistration Revoked By The Sec Eff: 10/24/18, GE, FALN, KR, MPC, NVS, NVO. Westmoreland Coal Company.
Liberty Wealth Management was a net buyer of stock by $320M.
Liberty Wealth Management has $546M in assets under management (AUM), dropping by 6.47%.
Central Index Key (CIK): 0001769302

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Portfolio Holdings for Liberty Wealth Management

Liberty Wealth Management holds 233 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.3	$40M	+1086%	1.4M	29.25	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	5.3	$29M	+87%	1.7M	17.11	View chart
Dimensional Us Core Equity Markt Etf Etf (DFAU)	4.8	$26M	+162%	1.8M	14.66	View chart
Dimensional Us High Proftblty Etf Etf (DUHP)	4.6	$25M	+86%	1.5M	16.74	View chart
Apple (AAPL)	4.5	$24M	+70%	182k	134.23	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.7	$20M	+1301%	923k	22.13	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	3.4	$19M	+738%	779k	24.05	View chart
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)	3.2	$17M	+294%	933k	18.55	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$15M	+96%	641k	22.65	View chart
Dimensional Intern Core Equity 2 Etf Etf (DFIC)	2.3	$13M	+87%	918k	13.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.3	$12M	+204%	894k	13.84	View chart
4068594 Enphase Energy (ENPH)	2.2	$12M	+5%	122k	99.71	View chart
Dimensionl Us Large Cap Value Etf Etf (DFLV)	2.1	$12M	+79%	697k	16.54	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.1	$11M	+232%	146k	77.34	View chart
NVIDIA Corporation (NVDA)	2.0	$11M	+5056%	428k	25.84	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.9	$10M	+618%	412k	24.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$8.4M	+223%	408k	20.68	View chart
Dimensional Intern Core Eqt Mkt Etf Etf (DFAI)	1.5	$8.3M	+90%	566k	14.61	View chart
Microsoft Corporation (MSFT)	1.5	$8.1M	+594%	123k	65.98	View chart
Ishares Us Technology Etf Etf (IYW)	1.4	$7.4M	+420%	307k	24.04	View chart
Dimensional U S Targetedvalue Etf Etf (DFAT)	1.3	$7.3M	+163%	376k	19.28	View chart
Dimensional Intern High Profit Etf Etf (DIHP)	1.2	$6.8M	+76%	456k	14.93	View chart
Ishares Msci Emerging Markets Etf Etf (EMXC)	1.2	$6.5M	+345%	326k	19.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$6.3M	+252%	247k	25.52	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$6.3M	+81%	429k	14.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$5.9M		101k	58.52	View chart
Ishares Mbs Etf Etf (MBB)	1.0	$5.3M	+187%	167k	31.59	View chart
Visa (V)	1.0	$5.2M	+33%	25k	205.78	View chart
Applied Materials (AMAT)	0.9	$5.2M		22k	236.01	View chart
Intuitive Surgical Com New (ISRG)	0.9	$5.0M	NEW	11k	444.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$4.8M	+482%	209k	22.82	View chart
Dimensional Intern Smallcap Vl Etf Etf (DISV)	0.9	$4.8M	+69%	300k	15.92	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$4.3M	+2880%	270k	15.82	View chart
Amazon (AMZN)	0.7	$3.8M	+325%	85k	45.38	View chart
Tesla Motors (TSLA)	0.7	$3.7M	+39%	25k	148.04	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$3.7M	+7%	53k	70.07	View chart
Ishares Currency Hedg Msci Eafe Etf Etf (HEFA)	0.6	$3.5M	+373%	209k	16.84	View chart
Vanguard Long Term Treasury Etf Etf (VGLT)	0.6	$3.5M	+22%	70k	50.60	View chart
Waste Management (WM)	0.6	$3.5M	-3%	16k	213.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$3.4M	+80%	141k	24.18	View chart
Oracle Corporation (ORCL)	0.6	$3.4M	+31%	30k	112.34	View chart
Chevron Corporation (CVX)	0.6	$3.3M	+902%	208k	16.05	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.6	$3.2M	+8%	102k	31.41	View chart
Vanguard Value Etf Etf (VTV)	0.5	$3.0M	+3%	19k	160.29	View chart
Ishares Us Infrastructure Etf Etf (IFRA)	0.5	$2.8M	+107%	137k	20.26	View chart
Vanguard Information Technology Etf Etf (VGT)	0.5	$2.6M	+6873%	312k	8.36	View chart
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.5	$2.6M	+265%	80k	31.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$2.5M	NEW	6.6k	383.17	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$2.3M	+7952%	437k	5.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.2M	+538%	35k	62.49	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+1339%	61k	35.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.1M		11k	183.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.0M	+2%	9.4k	217.77	View chart
Cisco Systems (CSCO)	0.4	$2.0M	+3709%	1.6M	1.24	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.9M	-6%	7.2k	265.70	View chart
Ishares Us Treasury Bondetf Etf (GOVT)	0.3	$1.7M	+12%	95k	18.13	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.7M	+359%	99k	17.07	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$1.6M	+9%	33k	49.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	NEW	69k	22.77	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.3	$1.5M	+67%	48k	31.71	View chart
Ishares Invest Grd Sys Bnd Etf Etf (IGEB)	0.2	$1.3M	NEW	38k	34.53	View chart
Intuit (INTU)	0.2	$1.3M	+1728%	36k	36.15	View chart
Vanguard Small Cap Valueetf Etf (VBR)	0.2	$1.3M	+288%	26k	48.94	View chart
Vanguard World Financials Etf (VFH)	0.2	$1.3M		13k	99.71	View chart
Invsc Qqq Trust Srs 1 Etf Iv Etf (QQQ)	0.2	$1.2M	+12684%	325k	3.83	View chart
Abbvie (ABBV)	0.2	$1.2M	+70%	12k	106.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.2M	+2%	3.9k	314.29	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.2M	+683%	86k	13.58	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$1.1M	+625%	39k	29.33	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M		6.9k	162.26	View chart
Bank of America Corporation (BAC)	0.2	$1.1M	+44%	39k	27.92	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+286%	23k	46.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$991k	+146%	23k	42.32	View chart
Eli Lilly & Co. (LLY)	0.2	$963k	+20%	1.1k	905.93	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$928k		5.4k	171.47	View chart
JPMorgan Chase & Co. (JPM)	0.2	$907k	+1069%	51k	17.65	View chart
Msci (MSCI)	0.2	$907k		1.9k	481.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$890k	-2%	3.6k	249.72	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$863k	+11%	16k	54.12	View chart
Broadcom (AVGO)	0.2	$857k	+1934%	8.0k	107.18	View chart
Vanguard Russell 1000 Growth Etf Iv Etf (VONG)	0.2	$844k	+5886%	412k	2.05	View chart
International Business Machines (IBM)	0.2	$838k	+533%	30k	28.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$816k	+55496%	573k	1.43	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$793k	+1715%	28k	28.36	View chart
Amgen (AMGN)	0.1	$791k	+377%	12k	68.41	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$764k	-31%	36k	21.01	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$736k	+93%	32k	22.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$729k	+780%	13k	55.17	View chart
Wells Fargo & Company (WFC)	0.1	$722k	+2%	12k	59.42	View chart
Home Depot (HD)	0.1	$719k	+685%	16k	44.48	View chart
Sentinelone Cl A (S)	0.1	$711k		34k	21.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$708k	-29%	5.9k	119.25	View chart
Walt Disney Company (DIS)	0.1	$701k	+142%	17k	41.52	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$687k		17k	41.46	View chart
Automatic Data Processing (ADP)	0.1	$684k		2.9k	238.66	View chart
Ishares Iboxx Invt Gradebond Etf Etf (LQD)	0.1	$683k	+224%	28k	24.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$643k		8.2k	78.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$641k	+2%	7.7k	83.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$640k	-41%	16k	39.26	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$638k	+17%	10k	64.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$627k		2.8k	226.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$622k	+6865%	244k	2.55	View chart
Pulte (PHM)	0.1	$609k		5.5k	110.17	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$606k	+492%	52k	11.58	View chart
Pepsi (PEP)	0.1	$604k	+2202%	75k	8.01	View chart
Costco Wholesale Corporation (COST)	0.1	$596k	+1216%	9.2k	64.85	View chart
Public Storage (PSA)	0.1	$554k	NEW	6.2k	88.98	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$547k	+86%	21k	26.08	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$545k	-4%	4.0k	137.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$543k		1.5k	364.43	View chart
Coca-Cola Company (KO)	0.1	$527k	+445%	48k	10.96	View chart
Goldman Sachs (GS)	0.1	$507k	+19384%	181k	2.79	View chart
ABM Industries (ABM)	0.1	$494k	NEW	9.8k	50.56	View chart
Abbott Laboratories (ABT)	0.1	$486k	+190%	8.8k	55.29	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$476k	+24432%	439k	1.09	View chart
United Parcel Service CL B (UPS)	0.1	$464k	+22%	4.3k	106.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$464k	+54043%	439k	1.06	View chart
UnitedHealth (UNH)	0.1	$452k	+461%	5.0k	91.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$449k	+3552%	138k	3.25	View chart
Merck & Co (MRK)	0.1	$445k	+1936%	69k	6.46	View chart
Verizon Communications (VZ)	0.1	$439k	+180%	27k	16.15	View chart
Public Service Enterprise (PEG)	0.1	$437k		5.9k	73.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$412k	+3203%	30k	13.54	View chart
Ishares S&p Mid Cap 400 Value Etf Etf (IJJ)	0.1	$412k	NEW	393k	1.05	View chart
Johnson & Johnson (JNJ)	0.1	$402k	+680%	16k	24.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$398k	+6%	8.2k	48.71	View chart
At&t (T)	0.1	$397k	+31%	28k	14.45	View chart
American Express Company (AXP)	0.1	$378k	+172%	4.2k	90.69	View chart
Boeing Company (BA)	0.1	$376k	+15%	2.1k	181.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$372k	+11%	2.3k	160.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$365k	NEW	2.1k	173.73	View chart
Intel Corporation (INTC)	0.1	$363k	+116%	27k	13.60	View chart
Union Pacific Corporation (UNP)	0.1	$362k	+455%	7.9k	45.77	View chart
Netflix (NFLX)	0.1	$360k	NEW	3.9k	92.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$353k	+317%	14k	24.61	View chart
Schwab Us Broad Market Etf Etf (SCHB)	0.1	$348k	+1213%	69k	5.03	View chart
Caterpillar (CAT)	0.1	$346k	+1640%	20k	16.97	View chart
Wal-Mart Stores (WMT)	0.1	$346k	+1109%	54k	6.38	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$343k	NEW	8.1k	42.39	View chart
Us Bancorp Del Com New (USB)	0.1	$339k	+2%	8.5k	39.75	View chart
Analog Devices (ADI)	0.1	$336k		1.5k	228.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$335k		3.7k	89.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$335k	-2%	4.4k	76.80	View chart
Sherwin-Williams Company (SHW)	0.1	$332k	NEW	1.1k	298.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$331k	-2%	1.5k	215.07	View chart
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)	0.1	$330k	+2417%	185k	1.78	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$326k	+5%	1.3k	246.97	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.1	$324k	NEW	3.8k	86.26	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$323k		4.8k	67.73	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$319k		3.8k	83.53	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$318k	NEW	285k	1.12	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$316k	+2171%	35k	9.09	View chart
Nextera Energy (NEE)	0.1	$311k	+159%	10k	30.74	View chart
Trane Technologies SHS (TT)	0.1	$310k		943.00	328.74	View chart
Ross Stores (ROST)	0.1	$309k		2.1k	145.14	View chart
Ishares Msci Usa Momntumfct Etf Etf (MTUM)	0.1	$303k	+4142%	124k	2.45	View chart
Starbucks Corporation (SBUX)	0.1	$303k	+68%	7.5k	40.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$303k		7.4k	41.11	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$297k	NEW	6.1k	48.72	View chart
Corpay Com Shs (CPAY)	0.1	$297k		1.1k	266.37	View chart
Axon Enterprise (AXON)	0.1	$294k		1.0k	294.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$291k	+3%	22k	13.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$288k	-5%	6.5k	43.98	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$287k	+5%	3.8k	74.84	View chart
Dell Technologies CL C (DELL)	0.1	$277k		2.0k	138.02	View chart
Hims &hers Health Com Cl A (HIMS)	0.0	$272k	NEW	14k	20.19	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$269k	+7%	7.9k	33.87	View chart
Philip Morris International (PM)	0.0	$269k	+266%	9.5k	28.37	View chart
BP Sponsored Adr (BP)	0.0	$260k		7.2k	36.13	View chart
Allstate Corporation (ALL)	0.0	$260k		1.6k	159.51	View chart
Nike CL B (NKE)	0.0	$249k	+38%	5.0k	50.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$245k	NEW	2.1k	118.82	View chart
salesforce (CRM)	0.0	$244k	+978%	8.9k	27.45	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$240k	+11%	3.7k	65.45	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$237k	NEW	234k	1.01	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$235k		3.6k	64.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$235k	-3%	602.00	390.37	View chart
Target Corporation (TGT)	0.0	$233k	-24%	1.6k	147.75	View chart
Duke Energy (DUK)	0.0	$231k	+251%	7.9k	29.39	View chart
Royal Caribbean Cruises (RCL)	0.0	$230k		1.4k	159.61	View chart
Stryker Corporation (SYK)	0.0	$230k		676.00	340.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$229k		2.0k	112.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$223k	-4%	3.8k	58.58	View chart
Invsc S P 500 Momentum Etf Etf (SPMO)	0.0	$218k	NEW	218k	1.00	View chart
Gilead Sciences (GILD)	0.0	$218k	NEW	3.2k	68.58	View chart
Lowe's Companies (LOW)	0.0	$218k	+1937%	19k	11.29	View chart
Phillips 66 (PSX)	0.0	$214k	-19%	1.5k	141.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$212k		2.0k	107.56	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$211k		4.8k	44.20	View chart
Wec Energy Group (WEC)	0.0	$209k		2.7k	78.60	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$208k	NEW	7.8k	26.55	View chart
McDonald's Corporation (MCD)	0.0	$207k	NEW	6.4k	32.35	View chart
Qualcomm (QCOM)	0.0	$206k	NEW	27k	7.52	View chart
Agilent Technologies Inc C ommon (A)	0.0	$206k	NEW	74k	2.79	View chart
Pfizer (PFE)	0.0	$204k	NEW	25k	8.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$201k		2.3k	88.04	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.0	$161k	NEW	14k	11.68	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$156k	NEW	156k	1.00	View chart
Paychex (PAYX)	0.0	$135k	NEW	51k	2.64	View chart
Wisdomtree Floating Ratetreasry Etf Etf (USFR)	0.0	$123k	NEW	123k	1.00	View chart
Brainstorm Cell Therapeutics Com New (BCLI)	0.0	$115k		340k	0.34	View chart
Charles Schwab Corporation (SCHW)	0.0	$110k	NEW	69k	1.58	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$108k	NEW	63k	1.71	View chart
Heritage Commerce (HTBK)	0.0	$99k		11k	8.68	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Etf (FLRN)	0.0	$96k	NEW	96k	1.00	View chart
KLA-Tencor Corporation (KLAC)	0.0	$91k	NEW	24k	3.87	View chart
Ft Vest Nasdaq 100 Buffer Etf Etf (QMAR)	0.0	$87k	NEW	87k	1.00	View chart
Natural Alternatives Intl In Com New (NAII)	0.0	$84k	-24%	14k	6.00	View chart
Ft Vest Us Eqty Mod Bufretf Etf (GFEB)	0.0	$83k	NEW	83k	1.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$68k	NEW	53k	1.29	View chart
McKesson Corporation (MCK)	0.0	$67k	NEW	54k	1.23	View chart
Microchip Technology (MCHP)	0.0	$66k	NEW	31k	2.16	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Etf (IGSB)	0.0	$65k	NEW	53k	1.23	View chart
Lam Research Corporation (LRCX)	0.0	$58k	NEW	54k	1.07	View chart
Keysight Technologies (KEYS)	0.0	$56k	NEW	22k	2.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$43k	NEW	26k	1.64	View chart
Constellation Brands (STZ)	0.0	$42k	NEW	42k	0.99	View chart
Jpmorgan Ultra Short Income Etf Etf (JPST)	0.0	$35k	NEW	35k	1.00	View chart
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)	0.0	$35k	NEW	35k	1.00	View chart
Innovator Us Equity Power Buffer Etf Etf (PMAR)	0.0	$34k	NEW	34k	1.01	View chart
Wisdomtree Intl Smallcp Dividend Etf Etf (DLS)	0.0	$32k	NEW	32k	0.99	View chart
Hologic (HOLX)	0.0	$25k	NEW	24k	1.04	View chart
Nektar Therapeutics (NKTR)	0.0	$24k		19k	1.26	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.0	$22k	NEW	16k	1.35	View chart
Masco Corporation (MAS)	0.0	$20k	NEW	14k	1.43	View chart
Metropcs Communications (TMUS)	0.0	$19k	NEW	11k	1.69	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO)	0.0	$18k	NEW	14k	1.27	View chart
First Solar (FSLR)	0.0	$17k	NEW	16k	1.08	View chart
Janus Hendrson Mortg Bckd Securt Etf Etf (JMBS)	0.0	$17k	NEW	17k	0.98	View chart
Frst Trst Smid Cap Rsng Div Ach Etf Etf (SDVY)	0.0	$16k	NEW	16k	1.02	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Etf (SPDW)	0.0	$12k	NEW	13k	0.96	View chart
Ishares Aaa A Rated Cor Bond Etf Etf (QLTA)	0.0	$12k	NEW	12k	0.97	View chart
NRG Energy (NRG)	0.0	$10k	NEW	10k	0.99	View chart

Past Filings by Liberty Wealth Management

SEC 13F filings are viewable for Liberty Wealth Management going back to 2018

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
Liberty Wealth Management 2020 Q3 filed Nov. 5, 2020

View all past filings

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