Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, GOVT, IHI, EFV, AAPL, and represent 33.02% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VB (+$409M), GOVT (+$283M), IHI (+$220M), EFV (+$208M), AAPL (+$183M), ESGU (+$143M), IUSB (+$127M), IYE (+$123M), ESGE (+$107M), IAU (+$104M).
- Started 208 new stock positions in CFG, PAVE, INMD, PCK, IVR, MU, JAGG, PBCT, MDLA, EFOI.
- Reduced shares in these 10 stocks: NOK, CIG, iShares Gold Trust, GGN, CGC, CNI, , FDS, MGA, FV.
- Sold out of its positions in AMC, AMG, Aphria Inc foreign, MT, ACB, BBVA, BAH, BWA, BSX, COG.
- Liberty Wealth Management was a net buyer of stock by $3.9B.
- Liberty Wealth Management has $4.0B in assets under management (AUM), dropping by 1850.99%.
- Central Index Key (CIK): 0001769302
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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.
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- Download the Liberty Wealth Management June 2021 csv data
| 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
- 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
- Liberty Wealth Management 2020 Q2 filed Aug. 4, 2020
- Liberty Wealth Management 2020 Q1 filed April 27, 2020
- Liberty Wealth Management 2019 Q4 filed Feb. 5, 2020
- Liberty Wealth Management 2019 Q3 filed Oct. 30, 2019
- Liberty Wealth Management 2019 Q2 filed July 30, 2019
- Liberty Wealth Management 2019 Q1 filed April 18, 2019
- Liberty Wealth Management 2018 Q4 filed March 26, 2019