LIBERTY WEALTH MANAGEMENT LLC Q1 2020 Filing
Filed April 27, 2020
Portfolio Value
$114.5M
Holdings
935
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (935 positions)
| Stock | Value |
|---|---|
BABOEING CO COM | $158 |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $157 |
LLYELI LILLY AND CO COM | $157 |
COSTCOSTCO WHOLESALE CORP COM | $155 |
UTXZUNITED TECHNOLOGIES CORP COM | $148 |
PEPPEPSICO INC | $144 |
VXUSVANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | $142 |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $141 |
DUKDUKE ENERGY CORP | $138 |
DYHTARGET CORP COM | $137 |
NVSNNOVARTIS A G SPONSORED ADR | $135 |
PSXPHILLIPS 66 COM | $134 |
UNPUNION PACIFIC CORP COM | $133 |
LOWLOWES COMPANIES INC COM | $133 |
SRESEMPRA ENERGY | $131 |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $130 |
VCITVANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX | $127 |
AVAAVISTA CORP | $126 |
XOMEXXON MOBIL CORP | $125 |
DEODIAGEO ADR | $125 |
HSYHERSHEY COMPANY COM | $125 |
BIVVANGUARD BD INDEX FD INC INTERMED TERM | $123 |
IJHISHARES CORE S&P MID-CAP ETF | $120 |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | $119 |
INTUINTUIT COM | $115 |
BLVVANGUARD BD INDEX FD INC LONG TERM BOND | $115 |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $113 |
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF | $109 |
NVDANVIDIA CORP | $108 |
IJKISHARES S&P MID CAP 400 GROWTH ETF | $108 |
PTNQPACER FDS TR TRENDP 100 ETF | $108 |
MDTMEDTRONIC PLC | $108 |
USBUS BANCORP DEL COM NEW | $107 |
TXNTEXAS INSTRUMENTS INC COM | $107 |
ZTSZOETIS INC COM | $105 |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $105 |
KRKROGER CO COM | $104 |
GQ9SPDR GOLD TR GOLD SHS | $104 |
WELLWELLTOWER INC COM | $103 |
GILDGILEAD SCIENCES INC COM | $102 |
MCDMCDONALDS CORP | $101 |
SONYSONY CORP SPON ADR | $100 |
VRTXVERTEX PHARMACEUTICALS | $99 |
WMTWALMART INC COM | $98 |
PTLCPACER FDS TR TRENDPILOT US LARGE CAP ETF | $96 |
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | $95 |
VCSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | $93 |
VMWEURVMWARE INC CL A COM | $90 |
MMM3M COMPANY | $90 |
GSKGLAXOSMITHKLINE ADR | $89 |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $89 |
VNQVANGUARD REAL ESTATE ETF | $88 |
GEGENERAL ELECTRIC CO COM | $87 |
VDEVANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS | $86 |
LMTLOCKHEED MARTIN CORP COM | $86 |
GPNGLOBAL PMTS INC COM | $86 |
FLOTISHARES TR FLTG RATE NT ETF | $85 |
COPCONOCOPHILLIPS COM | $85 |
PLDPROLOGIS INC COM | $85 |
HRLHORMEL FOODS CORP COM | $83 |
8CWCROWN CASTLE INTL CORP NEW COM | $83 |
BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS | $81 |
HONHONEYWELL INTERNATIONAL INC COM | $80 |
ABTABBOTT LABORATORIES | $79 |
ACNACCENTURE PLC CLS A | $79 |
—ALLIANZGI CONV INCOME FD COM | $77 |
XFEBFIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF | $76 |
GRMNGARMIN LTD COM | $76 |
DELLDELL TECHNOLOGIES INC CL C | $74 |
MDLZMONDELEZ INTL INC COM NPV | $74 |
AMTAMERICAN TOWER CORP COM | $74 |
FTSMFIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF | $73 |
SDYSPDR SERIES TR S&P DIVID ETF | $73 |
LMBSFIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF | $73 |
WECWEC ENERGY GROUP INC COM | $73 |
NOCNORTHRUP GRUMMAN CORP COM | $72 |
NEENEXTERA ENERGY INC COM | $72 |
SHWSHERWIN WILLIAMS CO | $72 |
TJXTJX COS INC NEW COM | $72 |
QCOMQUALCOMM INC | $71 |
CTLEURCENTURYLINK INC COM | $70 |
FDSFACTSET RESH SYS INC COM | $69 |
NSCNORFOLK SOUTHERN CORP COM | $67 |
LTCLTC PPTYS INC | $66 |
KMBKIMBERLY CLARK CORP COM | $66 |
MAMASTERCARD INC CL A | $65 |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $65 |
NFLXNETFLIX COM INC | $63 |
AEPAMERICAN ELEC PWR CO INC COM | $63 |
MOALTRIA GROUP INC | $62 |
CMGCHIPOTLE MEXICAN GRILL INC COM | $61 |
TTTRANE TECHNOLOGIES PLC COM | $61 |
DTEDTE ENERGY HOLDING CO | $59 |
SNYSANOFI SPONSORED ADR | $59 |
BABINVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD | $59 |
TIPISHARES TIPS BOND ETF | $59 |
AKAMAKAMAI TECHNOLOGIES COM | $58 |
TTCTORO CO COM | $58 |
CNRCANADIAN NATL RY CO COM | $58 |
ELESTEE LAUDER COMPANIES INC COM | $58 |