Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DFAC, DUHP, DFAU, AAPL, and represent 30.80% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$11M), DYNF (+$11M), IVE (+$10M), VEU (+$5.8M), V (+$5.3M), EFG, WM, BLV, VGLT, IUSB.
- Started 31 new stock positions in WM, KR, Corpay, DELL, SMH, BINC, COWZ, BSV, EFG, HEFA.
- Reduced shares in these 10 stocks: VT (-$12M), BND (-$6.2M), IVV (-$5.4M), OEF (-$5.3M), QUAL (-$5.0M), VNQ, EFV, TFLO, ESGU, LQD.
- Sold out of its positions in ABM, A, GOOGL, FDD, FleetCor Technologies, F, MCD, NFLX, PFE, GII. SPYV, SPTM, VXUS, VOE.
- Liberty Wealth Management was a net buyer of stock by $28M.
- Liberty Wealth Management has $512M in assets under management (AUM), dropping by 9.85%.
- Central Index Key (CIK): 0001769302
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Portfolio Holdings for Liberty Wealth Management
Liberty Wealth Management holds 187 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.8 | $61M | -8% | 115k | 525.79 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 5.6 | $29M | -3% | 904k | 31.96 |
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| Dimensional Us High Proftblty Etf Etf (DUHP) | 5.0 | $26M | -2% | 806k | 31.62 |
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| Dimensional Us Core Equity Markt Etf Etf (DFAU) | 4.8 | $25M | +3% | 674k | 36.56 |
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| Apple (AAPL) | 3.6 | $18M | +3% | 107k | 171.48 |
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| Ishares Msci Usa Qlty Fact Etf Etf (QUAL) | 3.0 | $15M | -24% | 93k | 164.11 |
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| Ishares Tr Core Total Usd (IUSB) | 2.9 | $15M | +25% | 326k | 45.44 |
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| 4068594 Enphase Energy (ENPH) | 2.7 | $14M | 115k | 120.98 |
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| Dimensional Intern Core Equity 2 Etf Etf (DFIC) | 2.6 | $13M | 491k | 26.76 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.4 | $12M | 293k | 41.95 |
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| Dim Us Lrge Cap Val Etf (DFLV) | 2.3 | $12M | 389k | 30.00 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 2.2 | $11M | +1792% | 44k | 260.33 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 2.1 | $11M | +2214% | 57k | 186.64 |
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| Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF) | 2.0 | $11M | NEW | 237k | 44.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $9.4M | +2% | 126k | 74.22 |
|
| Dimensional Intern Core Eqt Mkt Etf Etf (DFAI) | 1.8 | $9.0M | +3% | 297k | 30.22 |
|
| Ishares Us Technology Etf Etf (IYW) | 1.6 | $7.9M | 59k | 134.91 |
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| Dimensional U S Targeted Value Etf Etf (DFAT) | 1.5 | $7.8M | 143k | 54.43 |
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| NVIDIA Corporation (NVDA) | 1.5 | $7.5M | -2% | 8.3k | 903.83 |
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| Microsoft Corporation (MSFT) | 1.5 | $7.5M | 18k | 420.80 |
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| Dimensional Intern High Profit Etf Etf (DIHP) | 1.4 | $7.0M | 258k | 26.95 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $6.7M | +7% | 70k | 94.82 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $6.0M | 236k | 25.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $5.9M | +11629% | 100k | 58.67 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 1.1 | $5.5M | -13% | 66k | 84.16 |
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| Ishares Mbs Etf Etf (MBB) | 1.0 | $5.4M | -22% | 58k | 92.22 |
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| Visa Com Cl A (V) | 1.0 | $5.3M | NEW | 19k | 279.39 |
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| Dimensional Intern Smallcap Vl Etf Etf (DISV) | 0.9 | $4.8M | 177k | 27.21 |
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| Applied Materials (AMAT) | 0.9 | $4.5M | 22k | 206.22 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.8 | $4.3M | +208% | 9.0k | 480.70 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $4.2M | -45% | 78k | 54.33 |
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| Ishares Msci Emerging Markets Etf Etf (EMXC) | 0.8 | $4.2M | +37% | 73k | 57.48 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $3.7M | NEW | 36k | 103.68 |
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| Waste Management (WM) | 0.7 | $3.6M | NEW | 17k | 213.16 |
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| Amazon (AMZN) | 0.7 | $3.6M | 20k | 180.46 |
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| Vanguard Long Term Bond Etf Etf (BLV) | 0.7 | $3.5M | +271177% | 49k | 71.19 |
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| Vanguard Long Term Treasury Etf Etf (VGLT) | 0.6 | $3.3M | +19985% | 57k | 58.24 |
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| Chevron Corporation (CVX) | 0.6 | $3.3M | -3% | 21k | 157.75 |
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| Tesla Motors (TSLA) | 0.6 | $3.2M | 18k | 175.80 |
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| Vanguard Value Etf Etf (VTV) | 0.6 | $2.9M | -37% | 18k | 163.53 |
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| Oracle Corporation (ORCL) | 0.6 | $2.9M | 23k | 125.62 |
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| Ishares Us Infrastructure Etf Etf (IFRA) | 0.6 | $2.9M | 66k | 43.31 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $2.8M | +29% | 94k | 30.23 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.5 | $2.3M | +7891% | 4.5k | 524.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.3M | 5.5k | 420.49 |
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| Ishares Global Energy Etf Etf (IXC) | 0.4 | $2.3M | +20% | 53k | 42.90 |
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| Cisco Systems (CSCO) | 0.4 | $2.1M | +230% | 43k | 49.92 |
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| Vanguard Small Cap Etf Iv Etf (VB) | 0.4 | $2.1M | +1990% | 9.2k | 229.01 |
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| Vanguard Health Care Etf Etf (VHT) | 0.4 | $2.1M | +965% | 7.7k | 270.60 |
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| Meta Platforms Cl A (META) | 0.4 | $2.0M | -6% | 4.2k | 485.65 |
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| Ishares Jp Morgan Usd Emerging Marke Etf (EMB) | 0.4 | $2.0M | +31% | 22k | 89.65 |
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| Ishares Us Treasury Bond Etf Etf (GOVT) | 0.4 | $1.9M | -19% | 85k | 22.78 |
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| Vanguard Growth Etf Etf (VUG) | 0.4 | $1.9M | +40% | 5.4k | 346.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | 11k | 152.28 |
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| Ishares Currency Hedged Msci Eafe Et Etf (HEFA) | 0.3 | $1.5M | NEW | 44k | 34.74 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.3 | $1.5M | +284% | 30k | 50.47 |
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| Blackrock Flexible Income Etf Etf (BINC) | 0.3 | $1.5M | NEW | 28k | 52.29 |
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| Ishares Msci Usa Min Volume Factor Etf Etf (USMV) | 0.3 | $1.4M | -57% | 17k | 83.40 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.3 | $1.3M | -80% | 5.4k | 247.26 |
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| Vanguard Small Cap Valueetf Etf (VBR) | 0.3 | $1.3M | +195% | 6.8k | 191.87 |
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| Vanguard Financials Etf Etf (VFH) | 0.3 | $1.3M | +34955% | 13k | 102.46 |
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| Intuit (INTU) | 0.3 | $1.3M | 2.0k | 650.23 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.3M | 7.0k | 180.49 |
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| Abbvie (ABBV) | 0.2 | $1.2M | -5% | 6.8k | 182.14 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $1.1M | +11% | 11k | 105.03 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.1M | +15% | 28k | 40.89 |
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| Invsc Qqq Trust Srs 1 Etf Iv Etf (QQQ) | 0.2 | $1.1M | 2.5k | 444.14 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | -49% | 22k | 51.47 |
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| Vanguard Mega Cap Growthetf Etf (MGK) | 0.2 | $1.1M | -45% | 3.8k | 286.61 |
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| Msci (MSCI) | 0.2 | $1.1M | 1.9k | 560.28 |
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| Bank of America Corporation (BAC) | 0.2 | $1.0M | 27k | 37.93 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $1.0M | +6% | 9.5k | 107.40 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $985k | -68% | 8.5k | 116.39 |
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| Procter & Gamble Company (PG) | 0.2 | $950k | -6% | 5.9k | 162.17 |
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| Ishares Iboxx Invt Gradebond Etf Etf (LQD) | 0.2 | $926k | -69% | 8.5k | 108.88 |
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| International Business Machines (IBM) | 0.2 | $898k | 4.7k | 190.98 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $880k | -3% | 4.4k | 200.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $875k | +9500% | 3.6k | 239.86 |
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| Walt Disney Company (DIS) | 0.2 | $853k | -7% | 7.0k | 122.43 |
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| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 0.2 | $834k | NEW | 14k | 58.12 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $829k | 5.3k | 155.86 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.2 | $805k | +10% | 1.5k | 522.73 |
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| Home Depot (HD) | 0.2 | $789k | 2.1k | 383.57 |
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| Sentinelone Cl A (S) | 0.2 | $787k | 34k | 23.30 |
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| Automatic Data Processing (ADP) | 0.1 | $714k | 2.9k | 249.74 |
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| Amgen (AMGN) | 0.1 | $688k | 2.4k | 284.18 |
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| Wells Fargo & Company (WFC) | 0.1 | $688k | NEW | 12k | 57.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $684k | -18% | 879.00 | 778.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $682k | -2% | 1.5k | 454.67 |
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| Pulte (PHM) | 0.1 | $663k | 5.5k | 120.57 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $647k | 8.1k | 79.82 |
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| Vanguard Total Bond Market Etf Etf (BND) | 0.1 | $644k | -90% | 8.8k | 72.88 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $644k | -84% | 7.4k | 86.45 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $640k | -2% | 16k | 39.08 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $597k | -65% | 6.9k | 86.71 |
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| Pepsi (PEP) | 0.1 | $574k | -3% | 3.3k | 175.16 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $573k | -14% | 2.8k | 208.06 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $571k | +4% | 4.2k | 137.29 |
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| Ishares Msci Usa Momntumfct Etf Etf (MTUM) | 0.1 | $547k | NEW | 2.9k | 187.33 |
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| Intel Corporation (INTC) | 0.1 | $545k | 12k | 44.18 |
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| Coca-Cola Company (KO) | 0.1 | $539k | +17% | 8.8k | 61.23 |
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| United Parcel Service CL B (UPS) | 0.1 | $525k | -5% | 3.5k | 148.56 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $523k | +131% | 8.5k | 61.58 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $520k | NEW | 1.0k | 504.85 |
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| Broadcom (AVGO) | 0.1 | $520k | -3% | 393.00 | 1323.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $512k | -2% | 698.00 | 733.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $508k | +17% | 1.5k | 336.87 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $474k | +3033% | 11k | 42.13 |
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| Merck & Co (MRK) | 0.1 | $446k | -6% | 3.4k | 131.91 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $444k | 921.00 | 482.08 |
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| UnitedHealth (UNH) | 0.1 | $442k | 882.00 | 501.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $440k | -8% | 3.8k | 116.19 |
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| Caterpillar (CAT) | 0.1 | $429k | -4% | 1.2k | 366.04 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $428k | -13% | 16k | 26.89 |
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| Starbucks Corporation (SBUX) | 0.1 | $408k | 4.5k | 91.32 |
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| Verizon Communications (VZ) | 0.1 | $407k | NEW | 9.7k | 41.98 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $402k | NEW | 1.8k | 224.83 |
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| Public Service Enterprise (PEG) | 0.1 | $396k | 5.9k | 66.76 |
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| Goldman Sachs (GS) | 0.1 | $389k | 931.00 | 417.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $387k | -2% | 3.5k | 110.48 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $379k | +2627% | 2.1k | 182.83 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $378k | +234% | 7.7k | 49.15 |
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| Ishares Treasury Floating Rate B Etf Etf (TFLO) | 0.1 | $373k | -88% | 7.4k | 50.64 |
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| Us Bancorp Del Com New (USB) | 0.1 | $371k | 8.3k | 44.68 |
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| Target Corporation (TGT) | 0.1 | $369k | 2.1k | 177.75 |
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| At&t (T) | 0.1 | $367k | -14% | 21k | 17.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $350k | 1.4k | 245.61 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $348k | 3.7k | 93.62 |
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| American Express Company (AXP) | 0.1 | $348k | -2% | 1.5k | 227.90 |
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| Boeing Company (BA) | 0.1 | $346k | -5% | 1.8k | 193.30 |
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| Corpay Com Shs | 0.1 | $344k | NEW | 1.1k | 308.52 |
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| Abbott Laboratories (ABT) | 0.1 | $344k | -14% | 3.0k | 113.83 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $344k | NEW | 4.5k | 76.73 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $341k | 4.8k | 70.75 |
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| Nike CL B (NKE) | 0.1 | $337k | -13% | 3.6k | 93.92 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $336k | 3.8k | 88.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $335k | -3% | 3.4k | 97.44 |
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| Johnson & Johnson (JNJ) | 0.1 | $332k | -39% | 2.1k | 158.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $325k | +1164% | 1.6k | 205.57 |
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| Schwab Us Broad Market Etf Etf (SCHB) | 0.1 | $321k | +16% | 5.3k | 60.98 |
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| Axon Enterprise (AXON) | 0.1 | $313k | 1.0k | 313.00 |
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| Ross Stores (ROST) | 0.1 | $311k | 2.1k | 146.84 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $310k | 7.4k | 42.10 |
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| Phillips 66 (PSX) | 0.1 | $308k | 1.9k | 163.14 |
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| Ishares Global Clean Energy Etf Etf (ICLN) | 0.1 | $296k | +4% | 21k | 13.98 |
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| Analog Devices (ADI) | 0.1 | $291k | 1.5k | 197.96 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $291k | -30% | 6.9k | 42.03 |
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| Trane Technologies SHS (TT) | 0.1 | $288k | 960.00 | 300.00 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $284k | +238% | 1.3k | 225.93 |
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| Allstate Corporation (ALL) | 0.1 | $282k | 1.6k | 173.01 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $274k | +15% | 1.5k | 178.97 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $274k | +60550% | 3.6k | 75.30 |
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| BP Sponsored Adr (BP) | 0.1 | $271k | -6% | 7.2k | 37.67 |
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| Wal-Mart Stores (WMT) | 0.1 | $270k | NEW | 4.5k | 60.20 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $264k | NEW | 3.3k | 80.49 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $256k | +2% | 7.4k | 34.68 |
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| Nextera Energy (NEE) | 0.0 | $249k | 3.9k | 63.80 |
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| salesforce (CRM) | 0.0 | $249k | -5% | 824.00 | 302.18 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $248k | -33% | 623.00 | 398.07 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $247k | NEW | 810.00 | 304.94 |
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| Lowe's Companies (LOW) | 0.0 | $242k | 948.00 | 255.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $242k | NEW | 4.0k | 60.67 |
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| Stryker Corporation (SYK) | 0.0 | $241k | 672.00 | 358.63 |
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| General Electric Com New (GE) | 0.0 | $239k | NEW | 1.4k | 175.61 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $239k | -12% | 2.5k | 96.60 |
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| Philip Morris International (PM) | 0.0 | $237k | -6% | 2.6k | 91.65 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $234k | 3.6k | 65.73 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $231k | NEW | 1.8k | 128.55 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $231k | NEW | 1.1k | 201.39 |
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| Bristol Myers Squibb (BMY) | 0.0 | $229k | NEW | 4.2k | 54.30 |
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| Dell Technologies CL C (DELL) | 0.0 | $226k | NEW | 2.0k | 113.97 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $224k | -98% | 2.0k | 110.24 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $220k | NEW | 2.0k | 110.17 |
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| Wec Energy Group (WEC) | 0.0 | $218k | NEW | 2.7k | 82.17 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $216k | +3% | 2.2k | 96.51 |
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| Kroger (KR) | 0.0 | $216k | NEW | 3.8k | 57.11 |
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| ConocoPhillips (COP) | 0.0 | $214k | NEW | 1.7k | 127.23 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $211k | NEW | 4.7k | 44.48 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $208k | -16% | 2.3k | 91.19 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $200k | NEW | 1.4k | 138.79 |
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| Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $192k | 340k | 0.56 |
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| Natural Alternatives Intl In Com New (NAII) | 0.0 | $113k | -5% | 19k | 6.09 |
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| Heritage Commerce (HTBK) | 0.0 | $98k | 11k | 8.60 |
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| Enerpulse Tech Xxxregistration Revoked By The Sec Eff: 10/24/18 | 0.0 | $30k | NEW | 30k | 1.00 |
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| Nektar Therapeutics (NKTR) | 0.0 | $18k | 19k | 0.95 |
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| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.0 | $11k | 12k | 0.92 |
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| Westmoreland Coal Company | 0.0 | $0 | NEW | 20k | 0.00 |
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Past Filings by Liberty Wealth Management
SEC 13F filings are viewable for Liberty Wealth Management going back to 2018
- 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
- Liberty Wealth Management 2020 Q2 filed Aug. 4, 2020