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 |
|---|---|
SPLKCHFSPLUNK INC COM | $26K |
CCLCARNIVAL CORP PAIRED CTF | $26K |
CBOECBOE GLOBAL MARKETS INC | $26K |
BDXBECTON DICKINSON &CO COM | $26K |
PNCPNC FINANCIAL SERVICES GROUP COM | $26K |
AESAES CORP COM | $25K |
XPCQXPIMCO CALIF MUN INCOME FD | $25K |
BUDANHEUSER-BUSCH INBEV | $25K |
DISHDISH NETWORK CORPORATION CL A | $25K |
PSLV/USPROTT PHYSICAL SILVER TRUST TRUST | $25K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $25K |
DBJPDBX ETF TR XTRACK MSCI JAPN | $25K |
CBCHUBB LIMITED COM | $25K |
KBHKB HOME | $24K |
DIAXNUVEEN DOW 30 DYNAMIC OVERWRITE FD COM | $24K |
VPUVANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS | $24K |
BKOBLUEROCK RESIDENTIAL GRW REIT COM CL A | $24K |
LINLINDE PLC COM | $24K |
AFTAPOLLO SENIOR FLOATING RATE FD INC COM | $24K |
VIPSVIPSHOP HLDGS LTD SPON ADS | $24K |
WEAWESTERN ALLIANCE BANCORP | $24K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $24K |
EWGISHARES INC MSCI GERMANY ETF | $24K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $24K |
IGSBISHARES TR SH TR CRPORT ETF | $23K |
MGAMAGNA INTL INC COM | $23K |
PYPLPAYPAL HLDGS INC COM | $23K |
SOSOUTHERN CO | $23K |
PCYINVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG | $23K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $23K |
INFOIHS MARKIT LTD COM | $23K |
CGNXCOGNEX CORP COM | $23K |
UBERUBER TECHNOLOGIES INC COM | $22K |
SPLVINVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL | $22K |
DGROISHARES TRUST CORE DIVID GWTH | $22K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $22K |
XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL | $22K |
BDJBLACKROCK ENHANCED EQUITY DIVID TR | $21K |
PAYXPAYCHEX INC COM | $21K |
XLVSELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | $21K |
DHIDR HORTON INC COM | $21K |
IVWISHARES S&P 500 GROWTH ETF | $21K |
ULUNILEVER PLC SPON ADR NEW | $20K |
ECLECOLAB INC | $20K |
GDGENERAL DYNAMICS CORP COM | $20K |
RGLDROYAL GOLD INC COM | $20K |
TWTRUSDTWITTER INC COM | $20K |
VOTVANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS | $20K |
DEDEERE & COMPANY | $20K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL | $20K |
—CYPRESS SEMICONDUCTOR CORP | $19K |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $19K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $19K |
CVSCVS HEALTH CORPORATION COM | $19K |
HBANHUNTINGTON BANCSHARES INC COM | $19K |
EDCONSOLIDATED EDISON INC COM | $19K |
XLESELECT SECTOR SPDR TR ENERGY | $18K |
HACKUSDETF MANAGERS TR PRIME CYBR SCRTY | $18K |
FISFIDELITY NATL INFORMATION SERVICES COM | $18K |
SMGSCOTTS MIRACLE-GRO CO | $18K |
TELTE CONNECTIVITY LTD REG SHS | $18K |
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD | $18K |
ALCALCON INC | $18K |
GDOTGREEN DOT CORP COM CL A | $18K |
XLYSELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 | $18K |
LHCGUSDLHC GROUP INC COM | $18K |
CTXSEURCITRIX SYS INC COM | $17K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | $17K |
ALXNALEXION PHARM INC | $17K |
GISGENERAL MILLS INC COM | $17K |
DLNWISDOMTREE TR US LARGECAP DIVD | $17K |
XLFISECTOR SPDR TR SHS BEN INT CONSUMER STAPLES | $17K |
DVYEISHARES INC EM MKTS DIV ETF | $17K |
NTRNUTRIEN LTD COM NPV | $16K |
TROWPRICE T ROWE GROUPS COM | $16K |
MFCMANULIFE FINANCIAL CORP COM | $16K |
RTN1USDRAYTHEON CO COM NEW | $16K |
RSPINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $16K |
YUMYUM BRANDS INC | $16K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $16K |
NXPINXP SEMICONDUCTORS N V | $16K |
DEAEASTERLY GOVT PPTYS INC COM | $15K |
KTKT CORP SPONSORED ADR | $15K |
BAXBAXTER INTERNATIONAL INC COM | $15K |
BMRNBIOMARIN PHARMACEUTICAL COM | $15K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC | $15K |
ITA*ISHARES TR US AER DEF ETF | $15K |
CINFCINCINNATI FINANCIAL CORP COM | $15K |
UNITUNITI GROUP INC COM | $15K |
KXIISHARES TR GLB CNSM STP ETF | $15K |
CEF/USPROTT PHYSICAL GOLD AND SILVER TR TRUST | $15K |
CDNSCADENCE DESIGN SYSTEMS INC COM | $15K |
CWISPDR INDEX SHS FDS MSCI ACWI EX-US ETF | $15K |
AWNADVANCE AUTO PARTS INC COM | $14K |
XSSPXNUVEEN S&P500 DYNAM OVERWR | $14K |
MLPAUSDGLOBAL X FDS GLOBAL X MLP ETF | $14K |
CDKCDK GLOBAL INC COM | $14K |
RITMNEW RESIDENTIAL INVT CORP COM NPV | $14K |
TRMBTRIMBLE INC COM | $14K |
ABGAMERISOURCEBERGEN CORPORATION COM | $14K |