Liberty Wealth Management

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

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Portfolio Holdings for Liberty Wealth Management

Companies in the Liberty Wealth Management portfolio as of the December 2020 quarterly 13F filing

Liberty Wealth Management has 1073 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.8 $24M -5% 180k 134.14
Ishares Sp Core S&p500 Etf (IVV) 7.9 $16M +4% 43k 377.59
Ishares Tr Esg Awr Msci Usa Esg Awr Msci Usa (ESGU) 5.7 $12M +17% 135k 86.94
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 3.5 $7.2M 71k 101.20
Vanguard Idx Fund Total Stk Mkt (VTI) 3.5 $7.1M +5% 36k 197.29
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT) 3.3 $6.8M +15% 250k 27.12
Microsoft Corporation (MSFT) 2.7 $5.6M +48% 23k 239.65
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 2.4 $5.0M -22% 37k 135.60
Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE) 2.4 $4.9M 110k 44.61
Ishares Tr Core Total Core Total Usd (IUSB) 2.2 $4.5M NEW 82k 54.18
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU) 2.1 $4.4M +10% 74k 59.57
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 2.1 $4.2M NEW 89k 47.43
Ishares Tr Msci Usa Value Msci Usa Value (VLUE) 2.1 $4.2M +15% 46k 90.91
Ishares Tr I -yr Invs Ishs 1-5yr Invs (IGSB) 1.8 $3.6M +8% 66k 55.06
Tesla Motors (TSLA) 1.7 $3.5M -2% 4.2k 839.80
Vanguard Index Funds Sp Etf S&p 500 Etf Shs (VOO) 1.7 $3.4M -14% 9.8k 345.73
Chevron Corporation (CVX) 1.4 $2.8M +2% 33k 86.40
Ishares Core Sp Small-cap E Core S&p Scp Etf (IJR) 1.2 $2.4M -41% 25k 99.27
Ishares Sp Global Technology Sector Index Fund Global Tech Etf (IXN) 1.2 $2.4M -19% 7.9k 307.58
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM) 1.0 $2.1M +3204% 13k 167.88
Vanguard Small-cap Index Fund Small Cp Etf (VB) 1.0 $2.0M +5% 10k 202.77
Ishares Tr Us Med Dvc Etf U.s. Med Dvc Etf (IHI) 1.0 $2.0M -19% 5.9k 334.97
Ishares Tr Mbs Etf Mbs Etf (MBB) 1.0 $2.0M +1436% 18k 110.11
Vanguard World Fds Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.9 $1.8M 4.9k 360.02
Amazon (AMZN) 0.7 $1.4M +14% 414.00 3347.83
Walt Disney Company (DIS) 0.7 $1.3M 7.8k 170.88
Ishares Gold Trust Ishares Ishares 0.6 $1.3M +57% 73k 17.70
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV) 0.6 $1.2M -33% 18k 66.62
Ishares Trust Fallen Angels Bd Etf Faln Angls Usd (FALN) 0.6 $1.2M NEW 41k 29.32
Berkshire Hathaway Inc Com Class B Cl B New (BRK.B) 0.6 $1.2M +9% 5.2k 229.13
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.5 $953k +3% 501.00 1902.20
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG) 0.4 $918k 3.6k 256.78
Ishares Tr Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.4 $916k -14% 6.0k 151.93
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Ftse Dev Mkt Etf (VEA) 0.4 $913k +2% 19k 47.50
Ishares Tr Yr Invst Grd 10+ Yr Invst Grd (IGLB) 0.4 $905k NEW 13k 70.96
Clorox Company (CLX) 0.4 $862k -3% 4.1k 210.04
Cisco Systems (CSCO) 0.4 $859k +12% 19k 45.38
Spdr Ser Tr Sp Sml Cap S&p 600 Sml Cap (SLY) 0.4 $806k NEW 9.4k 86.05
Procter & Gamble Company (PG) 0.4 $806k +6% 6.3k 128.94
Msci (MSCI) 0.4 $789k 1.9k 416.36
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.4 $770k 11k 73.17
Vanguard Health Care Etf Health Car Etf (VHT) 0.4 $748k +4% 3.2k 230.22
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.4 $742k -77% 11k 69.46
Abbvie (ABBV) 0.4 $737k +30% 7.2k 102.20
Vanguard Financials Etf Financials Etf (VFH) 0.4 $725k 10k 72.75
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV) 0.4 $718k 6.0k 118.85
Facebook Inc-class A Cl A (FB) 0.3 $710k -11% 2.7k 261.99
Vanguard Large-cap Index Fund Large Cap Etf (VV) 0.3 $640k -3% 3.6k 176.75
Intuit (INTU) 0.3 $635k +240% 1.7k 373.31
At&t (T) 0.3 $625k -4% 22k 28.63
Oracle Corporation (ORCL) 0.3 $620k 10k 61.47
Bank of America Corporation (BAC) 0.3 $611k -2% 20k 29.96
Visa Com Cl A (V) 0.3 $611k 3.1k 198.25
Ishares Tr Nasdaq Biotech Nasdaq Biotech (IBB) 0.3 $587k -7% 3.6k 162.65
Automatic Data Processing (ADP) 0.3 $581k -4% 3.5k 166.19
Maxim Integrated Products (MXIM) 0.3 $554k 6.1k 90.60
Spdr Sp Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 0.3 $538k -3% 1.4k 376.22
Xilinx (XLNX) 0.3 $527k -2% 3.9k 135.09
Starbucks Corporation (SBUX) 0.3 $523k 5.3k 98.51
International Business Machines (IBM) 0.3 $517k +20% 4.3k 120.37
Nike Inc Class B CL B (NKE) 0.3 $513k 3.8k 135.57
Pulte (PHM) 0.3 $512k 12k 44.71
Home Depot (HD) 0.3 $511k +5% 1.9k 269.94
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.2 $509k +17% 269.00 1892.19
Verizon Communications (VZ) 0.2 $479k +19% 8.8k 54.25
Intel Corporation (INTC) 0.2 $459k +14% 8.1k 56.63
Amgen (AMGN) 0.2 $446k 1.9k 240.17
Bristol Myers Squibb (BMY) 0.2 $427k +38% 6.9k 62.09
Invesco Qqq Tr Unit Ser Unit Ser 1 (QQQ) 0.2 $426k -28% 1.3k 321.75
Wisdomtree Tr Em Ex St-owned Em Ex St-owned (XSOE) 0.2 $411k +1241% 9.7k 42.38
United Parcel Service CL B (UPS) 0.2 $401k -20% 2.6k 156.27
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.2 $400k +17% 4.6k 86.77
Merck & Co (MRK) 0.2 $394k +49% 5.1k 77.36
Pepsi (PEP) 0.2 $393k +54% 2.9k 136.79
Nektar Therapeutics (NKTR) 0.2 $393k +35% 19k 20.68
JPMorgan Chase & Co. (JPM) 0.2 $386k +9% 3.0k 129.53
Johnson & Johnson (JNJ) 0.2 $371k 2.3k 162.65
Abbott Laboratories (ABT) 0.2 $371k +85% 3.0k 122.36
Vanguard Charlotte Total Intl Bd Index Fd Etf Intl Bd Idx Etf (BNDX) 0.2 $367k +8% 6.3k 58.18
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.2 $361k +6% 6.8k 52.92
Public Service Enterprise (PEG) 0.2 $355k -19% 6.2k 57.01
ABM Industries (ABM) 0.2 $344k 9.0k 38.22
Coca-Cola Company (KO) 0.2 $313k 6.5k 48.35
Wells Fargo & Company (WFC) 0.1 $291k -14% 9.7k 29.89
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.1 $279k +1641% 2.4k 114.44
Boeing Company (BA) 0.1 $269k +6% 1.4k 195.49
Allstate Corporation (ALL) 0.1 $267k 2.5k 108.49
Nextera Energy (NEE) 0.1 $264k +254% 3.2k 81.56
Ishares Tr Barclays Yr Barclays 7 10 Yr (IEF) 0.1 $262k -33% 2.2k 118.28
American Express Company (AXP) 0.1 $252k -11% 2.2k 116.67
Target Corporation (TGT) 0.1 $247k 1.3k 183.64
Ishares Trust -yr High Yield Corp Bd 0-5yr Hi Yl Cp (SHYG) 0.1 $244k -89% 5.4k 45.34
Pfizer (PFE) 0.1 $238k +20% 6.7k 35.78
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND) 0.1 $237k +5% 2.7k 87.00
Vanguard Bd Index Fds Short Trm Bond Short Trm Bond (BSV) 0.1 $232k +8% 2.8k 82.59
Bank of New York Mellon Corporation (BK) 0.1 $227k 5.6k 40.36
Lowe's Companies (LOW) 0.1 $226k +8% 1.4k 162.82
Union Pacific Corporation (UNP) 0.1 $222k +12% 1.1k 198.39
Dominion Resources (D) 0.1 $217k +5% 3.0k 72.48
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF) 0.1 $215k 5.7k 37.89
First Tr Stoxx Opean Select Common Common Shs (FDD) 0.1 $215k -10% 17k 12.86
Eli Lilly & Co. (LLY) 0.1 $212k -7% 1.0k 202.68
UnitedHealth (UNH) 0.1 $212k -27% 636.00 333.33
Novartis Sponsored Adr (NVS) 0.1 $212k +3% 2.4k 89.41
Exxon Mobil Corporation (XOM) 0.1 $208k +40% 4.7k 44.72
Spdr Ftsemacquarie Global Infrastructure Etf S&p Gblinf Etf (GII) 0.1 $199k 4.0k 49.40
Extra Space Storage (EXR) 0.1 $197k -15% 1.7k 116.09
Spdr Dow Jones Indl Average Et Ut Ser Ut Ser 1 (DIA) 0.1 $197k -5% 654.00 301.22
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS) 0.1 $195k -6% 3.2k 61.32
Ishares Sp Mid-cap Growth Etf S&p Mc 400gr Etf (IJK) 0.1 $190k +300% 2.5k 75.10
Ishares Tr Rus Grw Etf Rus 1000 Grw Etf (IWF) 0.1 $184k 756.00 243.39
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV) 0.1 $183k -17% 2.5k 73.00
Ishares Russell Value Etf Rus 1000 Val Etf (IWD) 0.1 $181k -11% 1.3k 136.91
Us Bancorp Com New (USB) 0.1 $180k +36% 4.2k 42.76
Vanguard Specialized Funds Div App Etf Div App Etf (VIG) 0.1 $179k -17% 1.3k 138.33
Costco Wholesale Corporation (COST) 0.1 $179k -4% 510.00 350.98
Ishares Sp Growth Etf S&p 500 Grwt Etf (IVW) 0.1 $177k +209% 2.7k 64.69
Duke Energy Corp Com New (DUK) 0.1 $176k +15% 1.9k 93.07
Philip Morris International (PM) 0.1 $174k +70% 2.2k 79.02
Comcast Corp Cl A (CMCSA) 0.1 $174k -4% 3.5k 49.99
Ishares Sp Value Etf S&p 500 Val Etf (IVE) 0.1 $172k 1.4k 126.84
BP Sponsored Adr (BP) 0.1 $171k 7.7k 22.09
Gilead Sciences (GILD) 0.1 $170k +23% 2.6k 64.81
Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ) 0.1 $169k 2.5k 67.55
Phillips 66 (PSX) 0.1 $169k -3% 2.5k 67.25
NVIDIA Corporation (NVDA) 0.1 $169k +14% 320.00 528.12
Diageo Adr R Ord Gbx Spon Adr New (DEO) 0.1 $165k +3% 1.0k 160.19
Essex Property Trust (ESS) 0.1 $164k 681.00 240.82
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) 0.1 $164k 1.8k 92.03
Raytheon Technologies Corp (RTX) 0.1 $160k +5% 2.4k 66.78
Vanguard Bd Index Fds Intermed Term Intermed Term (BIV) 0.1 $158k +8% 1.7k 91.70
Spdr Gold Tr Gold Gold Shs (GLD) 0.1 $154k -6% 888.00 173.42
Sony Corp Spon Adr R Ord Sponsored Adr (SONY) 0.1 $151k 1.5k 98.50
Texas Instruments Incorporated (TXN) 0.1 $150k -5% 873.00 171.82
Ishares Sp Midcap Index Fund Core S&p Mcp Etf (IJH) 0.1 $147k -32% 620.00 237.10
Sempra Energy (SRE) 0.1 $147k -15% 1.2k 124.47
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.1 $144k -10% 1.2k 116.88
Biogen Idec (BIIB) 0.1 $142k 511.00 277.89
Wisdomtree Tr Enhncd Cmmdty St Enhncd Cmmdty St (GCC) 0.1 $140k NEW 7.2k 19.40
Vanguard Bd Index Fds Long Term Bond Long Term Bond (BLV) 0.1 $139k +22% 1.3k 106.03
Hershey Company (HSY) 0.1 $138k 951.00 145.11
Dell Technologies Inc Cl C CL C (DELL) 0.1 $138k 1.9k 73.76
Medtronic SHS (MDT) 0.1 $136k +8% 1.2k 111.11
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK) 0.1 $134k -21% 651.00 205.84
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.1 $134k -7% 2.2k 62.15
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT) 0.1 $133k 1.4k 93.73
Prologis (PLD) 0.1 $133k -10% 1.3k 105.89
General Electric Company (GE) 0.1 $130k +12% 12k 10.73
Vanguard Scottsdale Fds Vanguard Mtg-backed Secs Idx Fd Etf Mortg-back Sec (VMBS) 0.1 $130k +5% 2.4k 54.03
Vanguard Intermediate Term Corporate Bond Etf Int-term Corp (VCIT) 0.1 $129k 1.3k 95.70
McDonald's Corporation (MCD) 0.1 $127k +2% 614.00 206.84
Zoetis Cl A (ZTS) 0.1 $125k +2% 809.00 154.51
Unilever Spon Adr New (UL) 0.1 $123k +362% 2.1k 58.02
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $123k -5% 1.4k 86.86
Healthcare Trust Of America Cl A New (HTA) 0.1 $121k NEW 4.2k 28.95
Alibaba Group Holding Ltd Spon Ads Ord Sponsored Ads (BABA) 0.1 $120k -11% 456.00 263.16
Wec Energy Group (WEC) 0.1 $120k 1.4k 88.30
Kroger (KR) 0.1 $119k 3.6k 33.45
Ishares U S Etf Tr Blackrock St Mat Blackrock St Mat (NEAR) 0.1 $119k -89% 2.4k 50.02
Walgreen Boots Alliance (WBA) 0.1 $118k +103% 2.4k 48.78
salesforce (CRM) 0.1 $116k 511.00 227.01
Welltower Inc Com reit (WELL) 0.1 $113k 1.8k 62.50
Avista Corporation (AVA) 0.1 $112k 3.0k 37.83
Global Payments (GPN) 0.1 $112k +3% 613.00 182.71
Qualcomm (QCOM) 0.1 $112k +12% 699.00 160.23
SYSCO Corporation (SYY) 0.1 $110k +2% 1.5k 71.47
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 0.1 $108k 1.2k 87.10
Trane Technologies SHS (TT) 0.1 $108k +2% 756.00 142.86
Mondelez Intl Cl A (MDLZ) 0.1 $107k +27% 2.0k 54.82
DTE Energy Company (DTE) 0.1 $107k 899.00 119.02
Heritage Commerce (HTBK) 0.1 $107k 12k 8.63
Ishares Tr I -yr Invt Ishs 5-10yr Invt (IGIB) 0.1 $106k 1.7k 60.92
Wal-Mart Stores (WMT) 0.1 $105k -15% 759.00 138.34
Vmware Cl A Com (VMW) 0.0 $102k 740.00 137.84
Spdr Ser Tr Sp Divid Etf S&p Divid Etf (SDY) 0.0 $102k 961.00 106.14
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM) 0.0 $100k -11% 1.1k 91.24
Mastercard Incorporated Cl A Cl A (MA) 0.0 $100k +4% 311.00 321.54
Norfolk Southern (NSC) 0.0 $100k 420.00 238.10
Accenture Shs Class A (ACN) 0.0 $100k +24% 407.00 245.70
Koninklijke Philips Ny Reg Sh New (PHG) 0.0 $99k +15% 1.8k 56.19
Beam Therapeutics (BEAM) 0.0 $98k 1.0k 98.00
Select Sector Spdr Trust Technology Select Sector Dis Technology (XLK) 0.0 $97k +5% 735.00 131.97
American Tower Reit (AMT) 0.0 $96k +28% 411.00 233.58
Etf Ser Solutions Us Glb Jets Us Glb Jets (JETS) 0.0 $96k NEW 4.5k 21.46
Altria (MO) 0.0 $95k +75% 2.3k 40.67
Advanced Micro Devices (AMD) 0.0 $93k 1.1k 87.49
Ark Etf Tr Innovation Etf Innovation Etf (ARKK) 0.0 $92k +2708% 646.00 142.41
Ishares Tr Inv Grde Etf Usd Inv Grde Etf (USIG) 0.0 $92k +2% 1.5k 60.69
Dollar General (DG) 0.0 $91k 473.00 192.39
Crown Castle Intl (CCI) 0.0 $90k +75% 553.00 162.75
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT) 0.0 $89k 1.8k 50.80
FedEx Corporation (FDX) 0.0 $89k +2% 373.00 238.61
ConocoPhillips (COP) 0.0 $88k -25% 2.2k 40.52
Honeywell International (HON) 0.0 $88k +19% 455.00 193.41
Emerson Electric (EMR) 0.0 $88k 1.1k 80.00
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC) 0.0 $88k 832.00 105.77
Ark Etf Tr Genomic Rev Etf Genomic Rev Etf (ARKG) 0.0 $86k +272% 824.00 104.37
Adobe Systems Incorporated (ADBE) 0.0 $85k +4% 181.00 469.61
LTC Properties (LTC) 0.0 $85k 2.1k 39.68
Kimberly-Clark Corporation (KMB) 0.0 $84k +46% 635.00 132.28
Hp (HPQ) 0.0 $84k 3.5k 24.23
Select Sector Spdr Trust Amex Financial Select Index Dis Sbi Int-finl (XLF) 0.0 $83k -25% 2.9k 29.02
Cibc Cad (CM) 0.0 $83k +90% 980.00 84.69
Uber Technologies (UBER) 0.0 $82k +96% 1.6k 52.20
Canopy Gro (CGC) 0.0 $82k NEW 2.1k 39.67
Huntington Bancshares Incorporated (HBAN) 0.0 $81k +237% 6.2k 13.08
BlackRock (BLK) 0.0 $81k +42% 114.00 710.53
3M Company (MMM) 0.0 $81k +13% 467.00 173.45
D.R. Horton (DHI) 0.0 $81k +89% 1.1k 76.20
First Tr Exchange Traded Fd Ii Health Care Alphadex Fd Annual Hlth Care Alph (FXH) 0.0 $80k 735.00 108.84
Ishares Russell Etf Russell 2000 Etf (IWM) 0.0 $79k +125% 376.00 210.11
Garmin Ltd Com Chf SHS (GRMN) 0.0 $78k 665.00 117.29
The Trade Desk Inc Com Cl A Com Cl A (TTD) 0.0 $77k -2% 98.00 785.71
Ark Etf Tr Next Gnrtn Inter Next Gnrtn Inter (ARKW) 0.0 $77k +278% 469.00 164.18
Vodafone Group Spon Adr Ord Sponsored Adr (VOD) 0.0 $76k +110% 4.4k 17.36
Invesco Exchange Traded Fd Tr Sp Pur Gwt S&p500 Pur Gwt (RPG) 0.0 $76k 463.00 164.15
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB) 0.0 $76k -3% 670.00 113.43
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $75k 325.00 230.77
Goldman Sachs (GS) 0.0 $74k +13% 270.00 274.07
Sherwin-Williams Company (SHW) 0.0 $73k 105.00 695.24
Sanofi Adr Rep Ord Sponsored Adr (SNY) 0.0 $72k +14% 1.5k 47.21
Hewlett Packard Enterprise (HPE) 0.0 $71k 5.7k 12.35
Thermo Fisher Scientific (TMO) 0.0 $71k -4% 139.00 510.79
Asml Holding Nv Ny Registry N Y Registry Shs (ASML) 0.0 $71k +31% 129.00 550.39
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Fd Etf Shrt Trm Corp Bd (VCSH) 0.0 $71k 860.00 82.56
Canadian Natl Ry (CNI) 0.0 $69k NEW 675.00 102.22
LMP Capital and Income Fund (SCD) 0.0 $68k +5% 5.8k 11.83
Cdw (CDW) 0.0 $68k +7% 494.00 137.65
First Tr Exchange Traded Fd Dow Jones Internet Index Dj Internt Idx (FDN) 0.0 $68k NEW 310.00 219.35
Netflix (NFLX) 0.0 $67k +26% 125.00 536.00
British American Tobacco Lvl Ii Sponsored Adr (BTI) 0.0 $67k +83% 1.8k 36.27
Southern Company (SO) 0.0 $66k +122% 1.1k 58.72
Taiwan Semiconductor Manufacturing Spon Ads Ord Twd Sponsored Ads (TSM) 0.0 $66k 525.00 125.71
S&p Global (SPGI) 0.0 $66k 207.00 318.84
Caterpillar (CAT) 0.0 $66k +20% 360.00 183.33
Bce Com New (BCE) 0.0 $66k +84% 1.6k 42.06
Agilent Technologies Inc C ommon (A) 0.0 $65k +6% 538.00 120.82
Wisdomtree Tr Us Quality Divid Growth Us Qtly Div Grt (DGRW) 0.0 $65k 1.2k 53.50
Lockheed Martin Corporation (LMT) 0.0 $64k -38% 197.00 324.87
Vanguard Mid-cap Index Fund Mid Cap Etf (VO) 0.0 $64k 310.00 206.45
Enbridge (ENB) 0.0 $62k NEW 1.8k 33.79
National Health Investors (NHI) 0.0 $62k 924.00 67.10
Editas Medicine (EDIT) 0.0 $62k 1.0k 62.00
Ark Etf Tr Fintech Innova Fintech Innova (ARKF) 0.0 $60k +1852% 1.1k 53.91
Fidelity Msci Health Care Index Etf Msci Hlth Care I (FHLC) 0.0 $60k 1.0k 59.23
Analog Devices (ADI) 0.0 $60k 399.00 150.38
Spdr Portfolio Intermediate Term Corporate Bond Etf Portfolio Intrmd (SPIB) 0.0 $60k 1.6k 36.70
Spdr Portfolio Sp Etf Portfolio S&p500 (SPLG) 0.0 $59k +118% 1.3k 44.10
Ishares Inc Msci Japn Smcetf Msci Japn Smcetf (SCJ) 0.0 $59k 750.00 78.67
Roper Industries (ROP) 0.0 $59k +16% 152.00 388.16

Past Filings by Liberty Wealth Management

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