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 June 2021 quarterly 13F filing

Liberty Wealth Management has 1120 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 10.3 $411M +17995% 1.8M 225.91
Ishares Tr Us Treas Bd Etf (GOVT) 7.3 $292M +3002% 7.8M 37.61
Ishares Tr U.s. Med Dvc Etf (IHI) 5.6 $222M +10430% 622k 357.14
Ishares Tr Eafe Value Etf (EFV) 5.2 $209M +12014% 11M 19.32
Apple (AAPL) 4.6 $185M +13998% 25M 7.29
Ishares Tr Esg Awr Msci Usa (ESGU) 3.6 $144M +10428% 14M 10.16
Ishares Tr Core Total Usd (IUSB) 3.2 $129M +8261% 6.9M 18.70
Ishares Tr U.s. Energy Etf (IYE) 3.1 $123M NEW 3.6M 34.38
Ishares Esg Awr Msci Em (ESGE) 2.7 $109M +4376% 4.9M 22.16
Ishares Gold Tr Ishares New (IAU) 2.6 $104M NEW 3.5M 29.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $95M +7850% 5.2M 18.25
Ishares Tr Faln Angls Usd (FALN) 2.3 $92M +6614% 2.8M 33.39
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $84M +7145% 5.3M 15.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.0 $78M +34574% 227k 345.41

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Ishares Tr Eafe Grwth Etf (EFG) 1.8 $72M +10724% 7.7M 9.32
Ishares Tr Msci Usa Value (VLUE) 1.5 $59M +13171% 6.1M 9.52
Ishares Tr Core S&p500 Etf (IVV) 1.4 $56M +55689% 24M 2.33
Ishares Tr Global Finls Etf (IXG) 1.3 $51M NEW 4.0M 12.89
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.2 $48M NEW 1.7M 29.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $35M +21754% 7.9M 4.49
Vanguard World Mega Grwth Ind (MGK) 0.9 $35M +23391% 153k 231.21
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.9 $35M +19343% 2.5M 14.25
Chevron Corporation (CVX) 0.8 $34M +10559% 3.5M 9.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $31M NEW 825k 37.06
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $26M +11983% 3.0M 8.85
Allianzgi Convertible & Income (NCV) 0.6 $23M +533% 141k 162.87
Oracle Corporation (ORCL) 0.6 $22M +17204% 1.7M 12.85
Ark Etf Tr Innovation Etf (ARKK) 0.5 $22M +25671% 167k 130.43
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.5 $22M +22303% 2.1M 10.23
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $21M +5613% 1.1M 19.41
Microsoft Corporation (MSFT) 0.5 $21M +24327% 5.7M 3.69
Bank of America Corporation (BAC) 0.5 $21M +3970% 830k 25.34
At&t (T) 0.5 $20M +2581% 586k 34.75
Nektar Therapeutics (NKTR) 0.5 $19M +1626% 328k 58.28
Natural Alternatives Intl In Com New (NAII) 0.5 $18M +61433% 308k 59.42
Cisco Systems (CSCO) 0.5 $18M +5018% 969k 18.87
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $18M +7741% 760k 23.77
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $15M +20854% 2.7M 5.77
Ishares Tr Mbs Etf (MBB) 0.3 $13M +8069% 1.5M 9.24
Heritage Commerce (HTBK) 0.3 $12M +1013% 138k 89.85
Wells Fargo & Company (WFC) 0.3 $12M +5646% 560k 22.08
First Tr Stoxx European Sele Common Shs (FDD) 0.3 $12M +963% 178k 69.18
General Electric Company 0.3 $12M +1250% 164k 73.97
Pulte (PHM) 0.3 $12M +5371% 627k 18.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $9.9M +22512% 233k 42.78
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $9.8M +13432% 64k 154.76
Vanguard Index Fds Value Etf (VTV) 0.2 $9.7M +21919% 1.3M 7.28
Vanguard World Fds Financials Etf (VFH) 0.2 $9.6M +8588% 866k 11.07
Intel Corporation (INTC) 0.2 $9.2M +6294% 518k 17.81
Hewlett Packard Enterprise (HPE) 0.2 $9.2M +2245% 135k 68.24
ABM Industries (ABM) 0.2 $9.0M +4336% 399k 22.55
Verizon Communications (VZ) 0.2 $8.5M +5336% 480k 17.81
Ishares Tr Msci Eafe Etf (EFA) 0.2 $8.5M +6286% 672k 12.68
Walt Disney Company (DIS) 0.2 $8.0M +18313% 1.4M 5.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $8.0M +32089% 3.1M 2.54
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.2 $7.9M +1359% 183k 43.14
Abbvie (ABBV) 0.2 $7.9M +12189% 886k 8.88
Pfizer (PFE) 0.2 $7.8M +4517% 307k 25.53
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $7.6M +2947% 558k 13.59
Sirius Xm Holdings (SIRI) 0.2 $7.5M +557% 49k 152.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $7.5M +5856% 406k 18.41
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $7.2M +2114% 160k 45.15
BP Sponsored Adr (BP) 0.2 $7.1M +2333% 188k 37.85
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $7.1M +16809% 1.0M 6.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $7.0M +49995% 709k 9.86
Banco Santander Adr (SAN) 0.2 $6.9M +543020% 27k 255.74
Coca-Cola Company (KO) 0.2 $6.7M +5319% 351k 19.10
Ford Motor Company (F) 0.2 $6.6M +4555% 98k 67.29
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $6.6M +5831% 374k 17.51
Public Service Enterprise (PEG) 0.2 $6.3M +5985% 379k 16.74
Bristol Myers Squibb (BMY) 0.2 $6.2M +5927% 415k 14.96
Huntington Bancshares Incorporated (HBAN) 0.2 $6.2M +1323% 88k 70.08
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $6.1M +8007% 67k 91.93
Maxim Integrated Products 0.2 $6.1M +10436% 644k 9.49
Procter & Gamble Company (PG) 0.1 $5.9M +12719% 801k 7.41
Merck & Co (MRK) 0.1 $5.9M +8938% 460k 12.86
Annaly Capital Management (NLY) 0.1 $5.9M +788% 52k 112.61
LMP Capital and Income Fund (SCD) 0.1 $5.9M +1372% 85k 69.35
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $5.7M +3816% 222k 25.42
Bank of New York Mellon Corporation (BK) 0.1 $5.6M +5000% 287k 19.52
Ishares Tr Core Msci Eafe (IEFA) 0.1 $5.4M +3704% 406k 13.36
Starbucks Corporation (SBUX) 0.1 $5.4M +11216% 601k 8.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $5.3M +28100% 1.5M 3.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $5.2M +19590% 264k 19.87
Us Bancorp Del Com New (USB) 0.1 $5.0M +6731% 288k 17.55
DNP Select Income Fund (DNP) 0.1 $5.0M +945% 52k 95.69
Bluerock Residential Gwt Rei Com Cl A (BRG) 0.1 $4.7M +932% 48k 98.33
Lumen Technologies (LUMN) 0.1 $4.7M +1288% 65k 73.59
Ishares Tr Global Tech Etf (IXN) 0.1 $4.6M +19585% 1.6M 2.96
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $4.5M +2307% 108k 41.36
Tesla Motors (TSLA) 0.1 $4.4M +72656% 3.0M 1.47
Ishares Tr Us Divid Bybck (DIVB) 0.1 $4.4M NEW 174k 25.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $4.4M +8240% 385k 11.36
Exxon Mobil Corporation (XOM) 0.1 $4.3M +5697% 270k 15.85
Vodafone Group Sponsored Adr (VOD) 0.1 $4.3M +1569% 73k 58.38
Pimco CA Muni. Income Fund II (PCK) 0.1 $4.2M NEW 40k 103.95
Ark Etf Tr Fintech Innova (ARKF) 0.1 $4.2M +6863% 78k 53.82
Clorox Company (CLX) 0.1 $4.2M +18101% 747k 5.56
International Business Machines (IBM) 0.1 $4.1M +13971% 604k 6.82
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $4.1M +33154% 1.6M 2.51
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.1 $4.0M +1228% 53k 76.29
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $4.0M +5121% 210k 19.15
Ishares Silver Tr Ishares (SLV) 0.1 $4.0M NEW 97k 41.29
Vanguard Index Fds Growth Etf (VUG) 0.1 $3.9M +31221% 1.1M 3.49
Select Sector Spdr Tr Financial (XLF) 0.1 $3.9M +4861% 142k 27.26
United Parcel Service CL B (UPS) 0.1 $3.8M +30854% 794k 4.81
Xilinx (XLNX) 0.1 $3.8M +13973% 549k 6.91
Nike CL B (NKE) 0.1 $3.8M +15383% 586k 6.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.8M +11748% 323k 11.64
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $3.7M NEW 22k 166.40
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $3.7M +10353% 113k 32.56
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.7M +20245% 737k 4.98
Ishares Tr Ishares Biotech (IBB) 0.1 $3.6M +16275% 591k 6.11
Kroger (KR) 0.1 $3.6M +3755% 137k 26.11
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $3.6M +275152% 275k 12.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $3.5M NEW 269k 13.16
CenterPoint Energy (CNP) 0.1 $3.5M +4487% 86k 40.78
Automatic Data Processing (ADP) 0.1 $3.5M +19774% 695k 5.03
Vanguard World Fds Health Car Etf (VHT) 0.1 $3.5M +26246% 856k 4.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $3.4M +1153% 459k 7.44
Hp (HPQ) 0.1 $3.4M +2845% 102k 33.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $3.3M NEW 212k 15.45
Nextera Energy (NEE) 0.1 $3.3M +7283% 239k 13.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.2M +1112652% 556k 5.78
Carrier Global Corporation (CARR) 0.1 $3.2M +10049% 156k 20.57
Healthcare Tr Amer Cl A New (HTA) 0.1 $3.1M +1902% 84k 37.45
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $3.1M NEW 212k 14.51
Abbott Laboratories (ABT) 0.1 $3.1M +11651% 355k 8.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.1M +6219% 201k 15.23
Visa Com Cl A (V) 0.1 $3.0M +22953% 711k 4.28
Comcast Corp Cl A (CMCSA) 0.1 $3.0M +4856% 173k 17.54
Dominion Resources (D) 0.1 $3.0M +7294% 221k 13.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.0M +15586% 270k 11.12
Rekor Systems (REKR) 0.1 $3.0M +916% 31k 98.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.0M +8562% 243k 12.17
Avista Corporation (AVA) 0.1 $3.0M +4167% 126k 23.44
Facebook Cl A (FB) 0.1 $3.0M +37814% 1.0M 2.88
Uber Technologies (UBER) 0.1 $2.9M +9193% 146k 19.95
Pepsi (PEP) 0.1 $2.9M +14860% 430k 6.74
JPMorgan Chase & Co. (JPM) 0.1 $2.8M +14445% 433k 6.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.7M +7187% 199k 13.75
Swedish Expt Cr Corp Rog Agri Etn22 (RJA) 0.1 $2.7M NEW 21k 129.87
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.6M +15236% 273k 9.59
Phillips 66 (PSX) 0.1 $2.6M +8768% 223k 11.65
Ishares Tr Tips Bd Etf (TIP) 0.1 $2.6M +139688% 327k 7.81
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.5M +7581% 193k 13.24
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $2.5M +5535% 136k 18.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.5M +7998% 205k 12.36
Ishares Msci Jpn Etf New (EWJ) 0.1 $2.5M +6651% 169k 14.81
Novartis Sponsored Adr (NVS) 0.1 $2.5M +9466% 227k 10.96
Allstate Corporation (ALL) 0.1 $2.5M +12948% 321k 7.67
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $2.4M +1683% 19k 124.20
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.4M +1959% 50k 48.54
Cnh Indl N V SHS (CNHI) 0.1 $2.4M +1456% 40k 59.81
Apollo Sr Floating Rate Fd I (AFT) 0.1 $2.3M +1519% 36k 63.36
Raytheon Technologies Corp (RTX) 0.1 $2.3M +7987% 194k 11.72
Johnson & Johnson (JNJ) 0.1 $2.3M +16291% 374k 6.07
Aegon N V Ny Registry Shs (AEG) 0.1 $2.3M +312% 9.3k 242.19
Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $2.2M +2554% 60k 37.68
Wec Energy Group (WEC) 0.1 $2.2M +12336% 169k 13.04
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.2M +6300% 138k 15.81
ConocoPhillips (COP) 0.1 $2.2M +5978% 132k 16.42
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $2.1M +4429% 108k 19.93
LTC Properties (LTC) 0.1 $2.1M +3738% 82k 26.05
British Amern Tob Sponsored Adr (BTI) 0.1 $2.1M +3910% 74k 28.73
Gilead Sciences (GILD) 0.1 $2.1M +5485% 147k 14.53
Kt Corp Sponsored Adr (KT) 0.1 $2.1M +1234% 29k 71.70
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $2.1M +1553% 33k 61.35
American Express Company (AXP) 0.1 $2.0M +15425% 335k 6.05
Nortonlifelock (NLOK) 0.1 $2.0M +2837% 55k 36.74
People's United Financial (PBCT) 0.1 $2.0M NEW 35k 58.33
Cronos Group (CRON) 0.1 $2.0M +760% 17k 116.28
Akoustis Technologies (AKTS) 0.1 $2.0M +971% 21k 93.37
Gossamer Bio (GOSS) 0.1 $2.0M +712% 16k 123.15
Spero Therapeutics (SPRO) 0.1 $2.0M +1296% 28k 71.63
Amgen (AMGN) 0.0 $2.0M +25684% 479k 4.07
Home Depot (HD) 0.0 $1.9M +32444% 616k 3.14
Duke Energy Corp Com New (DUK) 0.0 $1.9M +9923% 190k 10.13
Philip Morris International (PM) 0.0 $1.9M +8867% 198k 9.71
Msci (MSCI) 0.0 $1.9M +53252% 1.0M 1.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $1.9M NEW 85k 22.32
Dell Technologies CL C (DELL) 0.0 $1.9M +9952% 188k 10.03
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.9M +49138% 74k 25.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $1.9M +1496% 86k 21.71
Altria (MO) 0.0 $1.9M +3686% 88k 20.97
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $1.8M +22028% 286k 6.46
Mondelez Intl Cl A (MDLZ) 0.0 $1.8M +5723% 114k 16.02
Welltower Inc Com reit (WELL) 0.0 $1.8M +8265% 151k 12.03
Energy Recovery (ERII) 0.0 $1.8M +2178% 41k 43.90
Ambev Sa Sponsored Adr (ABEV) 0.0 $1.8M NEW 6.2k 290.70
Heartland Express (HTLD) 0.0 $1.8M +1613% 31k 58.38
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $1.8M +3331% 60k 29.15
Intuit (INTU) 0.0 $1.7M +48992% 835k 2.04
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $1.7M +3245% 58k 29.05
Extra Space Storage (EXR) 0.0 $1.7M +16089% 275k 6.10
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M +43791% 184k 9.01
Peak (PEAK) 0.0 $1.7M +3229% 55k 30.04
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $1.6M +2350% 40k 40.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.6M +4632% 83k 19.67
Canon Sponsored Adr (CAJ) 0.0 $1.6M +3302% 37k 44.19
Pimco CA Municipal Income Fund (PCQ) 0.0 $1.6M +1805% 31k 52.49
Bce Com New (BCE) 0.0 $1.6M +4888% 78k 20.28
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $1.6M +81107% 64k 24.50
Agilent Technologies Inc C ommon (A) 0.0 $1.5M +42923% 233k 6.66
Devon Energy Corporation (DVN) 0.0 $1.5M +2054% 45k 34.27
SYSCO Corporation (SYY) 0.0 $1.5M +7660% 119k 12.86
Sony Group Corporation Sponsored Adr (SONY) 0.0 $1.5M +9626% 149k 10.29
Williams Companies (WMB) 0.0 $1.5M +16849% 41k 37.66
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $1.5M NEW 106k 14.38
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $1.5M +188% 4.4k 350.87
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $1.5M +2536% 40k 37.93
Ishares Tr Core Lt Usdb Etf (ILTB) 0.0 $1.5M NEW 109k 13.84
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $1.5M +511% 8.9k 169.43
Barrick Gold Corp (GOLD) 0.0 $1.5M +1747% 31k 48.37
New Jersey Resources Corporation (NJR) 0.0 $1.5M +3856% 59k 25.27
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $1.5M +4986% 89k 16.53
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $1.4M +5542% 86k 16.51
Lowe's Companies (LOW) 0.0 $1.4M +19555% 273k 5.16
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $1.4M NEW 17k 83.61
Walgreen Boots Alliance (WBA) 0.0 $1.4M +2901% 73k 19.01
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.4M +10724% 142k 9.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.4M +16389% 218k 6.30
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.4M +14756% 202k 6.78
KB Home (KBH) 0.0 $1.4M +4002% 56k 24.56
Newell Rubbermaid (NWL) 0.0 $1.4M +8269% 37k 36.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $1.4M +9468% 129k 10.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $1.4M +40425% 580k 2.34
Select Sector Spdr Tr Technology (XLK) 0.0 $1.3M +26650% 197k 6.77
Target Corporation (TGT) 0.0 $1.3M +23462% 317k 4.14
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.3M +12149% 151k 8.67
Unilever Spon Adr New (UL) 0.0 $1.3M +3494% 76k 17.09
Prologis (PLD) 0.0 $1.3M +12123% 154k 8.36
Dow (DOW) 0.0 $1.3M +12505% 80k 15.80
Ishares Tr Broad Usd High (USHY) 0.0 $1.3M +195162% 53k 23.98
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $1.2M +5919% 73k 16.76
Ishares Tr Core High Dv Etf (HDV) 0.0 $1.2M +9297% 117k 10.36
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $1.2M NEW 17k 71.86
Kimco Realty Corporation (KIM) 0.0 $1.2M +1985% 25k 47.96
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $1.2M NEW 19k 63.07
Sempra Energy (SRE) 0.0 $1.2M +13217% 157k 7.55
PPL Corporation (PPL) 0.0 $1.2M +2737% 33k 35.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.2M +19680% 133k 8.89
Glaxosmithkline Sponsored Adr (GSK) 0.0 $1.2M +3833% 47k 25.10
Boeing Company (BA) 0.0 $1.2M +20296% 281k 4.18
Aberdeen Asia-Pacific Income Fund (FAX) 0.0 $1.2M NEW 5.2k 225.74
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $1.2M +2926% 53k 21.90
Southern Company (SO) 0.0 $1.1M +6011% 69k 16.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.1M +8180% 118k 9.65
Telefonica S A Sponsored Adr (TEF) 0.0 $1.1M +369% 5.3k 212.77
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $1.1M NEW 41k 27.18

Past Filings by Liberty Wealth Management

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