LIBERTY WEALTH MANAGEMENT LLC Q1 2019 Filing
Filed April 18, 2019
Portfolio Value
$133K
Holdings
797
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (797 positions)
| Stock | Value |
|---|---|
SRESEMPRA ENERGY | $50K |
SIRIEURSIRIUS XM HLDGS INC COM | $49K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $49K |
BLKCHFBLACKROCK INC COM | $48K |
BCEBCE INC COM | $47K |
TRMBTRIMBLE INC COM | $46K |
TIPISHARES TIPS BOND ETF | $45K |
TMOTHERMO FISHER SCIENTIFIC INC | $45K |
MDLZMONDELEZ INTL INC COM | $45K |
ILCBISHARES MORNINGSTAR LARGE-CAP ETF | $44K |
BAXBAXTER INTERNATIONAL INC COM | $44K |
EQREQUITY RESIDENTIAL | $44K |
VISVANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS | $44K |
SNYSANOFI SPONSORED ADR | $44K |
XYLXYLEM INC COM USD0.01 | $43K |
SOSOUTHERN CO | $43K |
SAPSAP SE SPON ADR | $43K |
EEMISHARES TRUST MSCI EMG MKTS ETF USD DIS | $42K |
HPEHEWLETT PACKARD ENTERPRISE CO | $42K |
ADIANALOG DEVICES INC COM | $42K |
OKEONEOK INC COM | $41K |
ESGEISHARES INC ESG MSCI EM ETF | $41K |
CDKCDK GLOBAL INC COM | $40K |
XLESELECT SECTOR SPDR TR ENERGY | $40K |
AMEAMETEK INC COM | $40K |
SCHWTHE CHARLES SCHWAB CORPORATION COM | $40K |
RLRALPH LAUREN CORP | $39K |
KMXCARMAX INC | $39K |
ADBEADOBE INC COM | $39K |
PGRPROGRESSIVE CORP | $39K |
NGGNATIONAL GRID SPON ADR | $39K |
WIWWESTERN AST INFL LKD OPP &INM COM | $39K |
MACMACERICH CO COM | $39K |
HTLDHEARTLAND EXPRESS INC COM | $38K |
SCHBSCHWAB STRATEGIC TR US BROAD MKT ETF | $38K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $38K |
IAGGISHARES INTL AGGREGATE BOND | $37K |
ABTABBOTT LABORATORIES | $37K |
VODVODAFONE GROUP SPON ADR EACH REP | $37K |
EXPEEXPEDIA GROUP INC | $37K |
CSXCSX CORP COM USD1 | $37K |
BMTABRITISH AMERICAN TOBACCO | $37K |
ADSKAUTODESK INC COM | $37K |
MTBM &T BANK CORP COM | $37K |
OXYOCCIDENTAL PETE CORP COM | $37K |
GMGENERAL MTRS CO COM | $37K |
IDAIDACORP INC | $37K |
HLTHILTON WORLDWIDE HLDGS INC | $37K |
PPLPPL CORP COM | $36K |
AERAERCAP HOLDINGS | $36K |
FISFIDELITY NATL INFORMATION SERVICES COM | $36K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $36K |
XLKSELECT SECTOR SPDR TRUST | $36K |
ARNCCHFARCONIC INC COM | $36K |
FFINFIRST FINANCIAL BANKSHARES INC | $36K |
ELVANTHEM INC COM | $36K |
AESAES CORP COM | $36K |
HSTHOST HOTELS & RESORTS INC COM | $34K |
FAIFIRST TR EXCHANGE TRADED FD | $34K |
CFGCITIZENS FINL GROUP INC COM | $34K |
MGAMAGNA INTL INC COM | $34K |
SEASEABRIDGE GOLD INC COM NPV | $33K |
GSGOLDMAN SACHS GROUP INC COM | $33K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $33K |
CGNXCOGNEX CORP COM | $33K |
IYY*ISHARES DOW JONES U S ETF | $33K |
AMTTD AMERITRADE HLDG CORP COM | $33K |
HPHELMERICH &PAYNE INC COM | $33K |
CMCANADIAN IMPERIAL BANK OF COMMERCE | $33K |
IHEISHARES TR U.S. PHARMA ETF | $32K |
MPCMARATHON PETROLEUM CORP COM | $32K |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $32K |
KBHKB HOME COM | $32K |
KMIKINDER MORGAN INC COM U | $32K |
EIXEDISON INTL | $32K |
SNNSMITH & NEPHEW ADR | $32K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $31K |
TSCOTRACTOR SUPPLY CO | $31K |
OEFISHARES S&P 100 ETF | $31K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $30K |
PANWPALO ALTO NETWORKS INC COM | $30K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $30K |
CCEPCOCA-COLA EUROPEAN PARTNERS | $30K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $30K |
TIFEURTIFFANY &CO NEW COM | $29K |
SPYMSPDR PORTFOLIO LARGE CAP ETF | $29K |
—AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF | $29K |
KSSKOHLS CORPORATION COM | $29K |
BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP ONE ORD SHS | $28K |
XPCQXPIMCO CALIF MUN INCOME FD | $28K |
NSYNICE LTD ADR | $28K |
—APOLLO SENIOR FLOATING RATE FD INC COM | $28K |
XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL | $27K |
ALXNALEXION PHARM INC. | $27K |
ECLECOLAB INC | $27K |
NXPINXP SEMICONDUCTORS N V | $27K |
—ALLERGAN PLC. COM | $27K |
URIUNITED RENTALS INC | $26K |
AMDADVANCED MICRO DEVICES INC COM | $26K |
PAYXPAYCHEX INC COM | $26K |