LIBERTY WEALTH MANAGEMENT LLC Q1 2020 Filing
Filed April 27, 2020
Portfolio Value
$114K
Holdings
935
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (935 positions)
| Stock | Value |
|---|---|
BCEBCE INC COM | $52K |
EMREMERSON ELECTRIC CO | $52K |
NJRNEW JERSEY RES COM | $51K |
XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS | $51K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $50K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $50K |
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW | $50K |
IQDFFLEXSHARES TRUST INTERNATIONAL QUALITY DIV IDX | $50K |
7HPHP INC COM | $50K |
AMDADVANCED MICRO DEVICES INC COM | $48K |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $47K |
NHINATIONAL HEALTH INVS INC | $46K |
CDWCDW CORP COM | $46K |
PSAPUBLIC STORAGE COM | $46K |
RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT | $46K |
MUBISHARES NATIONAL MUNI BOND ETF | $45K |
XYLXYLEM INC COM | $45K |
FDXFEDEX CORP COM | $44K |
HYGISHARES TR IBOXX HI YD ETF | $44K |
TMOTHERMO FISHER SCIENTIFIC INC | $44K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $44K |
KMIKINDER MORGAN INC COM | $44K |
XSCDXLMP CAP &INCOME FD INC COM | $43K |
GSGOLDMAN SACHS GROUP INC COM | $43K |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $43K |
IVEISHARES S&P 500 VALUE ETF | $42K |
MPCMARATHON PETROLEUM CORP COM | $41K |
WMWASTE MANAGEMENT INC | $41K |
GENNORTONLIFELOCK INC COM | $41K |
ILCBISHARES MORNINGSTAR LARGE-CAP ETF | $41K |
IJRISHARES CORE S&P SMALL-CAP | $40K |
DOCHEALTHPEAK PPTYS INC COM | $40K |
DSIISHARES TR MSCI KLD400 SOC | $40K |
VOVANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR | $39K |
IAGGISHARES INTL AGGREGATE BOND | $38K |
SRLNSPDR BLACKSTONE/GSO SEN LOAN | $38K |
ADIANALOG DEVICES INC COM | $38K |
ENBENBRIDGE INC COM | $37K |
EQREQUITY RESIDENTIAL | $37K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR | $37K |
CRMSALESFORCE.COM INC COM | $37K |
AQLTISHARES SELECT DIVIDEND ETF | $37K |
WIWWESTERN AST INFL LKD OPP &INM COM | $37K |
CMCANADIAN IMPERIAL BANK OF COMMERCE COM NPV | $37K |
ASMLASML HOLDING NV | $36K |
TIFEURTIFFANY &CO NEW COM | $36K |
CATCATERPILLAR INC COM | $35K |
SIRIEURSIRIUS XM HLDGS INC COM | $35K |
NGGNATIONAL GRID SPON ADR | $35K |
VODVODAFONE GROUP SPON ADR | $35K |
SCHDSCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $35K |
VISVANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS | $35K |
STXSEAGATE TECHNOLOGY PLC COM | $34K |
RDS/AROYAL DUTCH SHELL ADR | $34K |
FFINFIRST FINANCIAL BANKSHARES INC | $34K |
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $34K |
LHXL3HARRIS TECHNOLOGIES INC COM | $34K |
ADSKAUTODESK INC COM | $33K |
HTLDHEARTLAND EXPRESS INC COM | $33K |
IHEISHARES TR U.S. PHARMA ETF | $33K |
EXGEATON VANCE TAX ADVT DIV INCM COM | $33K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $32K |
DVADAVITA INC COM | $32K |
SCHGSCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | $32K |
IDAIDACORP INC | $32K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $32K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $32K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $32K |
SCHWSCHWAB CHARLES CORP COM | $31K |
HYLSFIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL | $31K |
IEFISHARES TR BARCLAYS 7 10 YR | $31K |
IWVISHARES RUSSELL 3000 ETF | $31K |
RDOGALPS ETF TR REIT DIVIDE DOGS | $31K |
AMATAPPLIED MATERIALS INC COM | $31K |
OMCOMNICOM GROUP INC COM | $30K |
WYWEYERHAEUSER CO COM | $30K |
CGCCANOPY GROWTH CORPORATION COM NPV | $30K |
CAHCARDINAL HEALTH INC COM NPV | $30K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $30K |
IYY*ISHARES DOW JONES U S ETF | $30K |
EIXEDISON INTL | $29K |
CNPCENTERPOINT ENERGY INC | $29K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $29K |
PCEFINVESCO EXCHNG TRADED FD TR II CEF INM COMPSI | $29K |
PPLPPL CORP COM | $29K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC COM | $29K |
SAPSAP SE SPON ADR | $29K |
KSUEURKANSAS CITY SOUTHERN COM | $29K |
SPGIS&P GLOBAL INC COM | $29K |
STTSTATE STR CORP COM | $28K |
TSCOTRACTOR SUPPLY CO | $28K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $28K |
AG8AGILENT TECHNOLOGIES INC COM | $28K |
FBNDFIDELITY TOTAL BOND ETF | $27K |
NSYNICE LTD ADR | $27K |
TRVCCITIGROUP INC COM NEW | $27K |
IXJISHARES GLOBAL HEALTHCARE ETF | $27K |
FMCFMC CORP | $27K |
SNNSMITH & NEPHEW ADR | $27K |
AVGOBROADCOM INC COM | $26K |