LIBERTY WEALTH MANAGEMENT LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$545.7M
Holdings
296
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
PHMPULTE GROUP INC | $569K |
BNDXVANGUARD CHARLOTTE FDS | $535K |
AXONAXON ENTERPRISE INC | $525K |
PSAPUBLIC STORAGE OPER CO | $510K |
TAT&T INC | $501K |
JNJJOHNSON &JOHNSON | $495K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $489K |
PEPPEPSICO INC | $485K |
BSVVANGUARD BD INDEX FDS | $471K |
ABMABM INDS INC | $463K |
ICVTISHARES TR | $463K |
PLTRPALANTIR TECHNOLOGIES INC | $459K |
IBBISHARES TR | $457K |
VONGVANGUARD SCOTTSDALE FDS | $442K |
UNHUNITEDHEALTH GROUP INC | $433K |
RTXRTX CORPORATION | $432K |
IWFISHARES TR | $429K |
AXPAMERICAN EXPRESS CO | $423K |
VIGVANGUARD SPECIALIZED FUNDS | $418K |
NFLXNETFLIX INC | $417K |
MAMASTERCARD INCORPORATED | $416K |
SPYVSPDR SER TR | $412K |
WMTWALMART INC | $412K |
GQ9SPDR GOLD TR | $404K |
SBUXSTARBUCKS CORP | $400K |
UNPUNION PAC CORP | $385K |
GSGOLDMAN SACHS GROUP INC | $376K |
XLFSELECT SECTOR SPDR TR | $368K |
MCDMCDONALDS CORP | $367K |
RPVINVESCO EXCHANGE TRADED FD T | $359K |
ESGUISHARES TR | $356K |
SHWSHERWIN WILLIAMS CO | $351K |
HIMUBLACKROCK ETF TRUST II | $351K |
BABOEING CO | $349K |
ALSALLSTATE CORP | $347K |
IMCGISHARES TR | $337K |
HYDBISHARES TR | $336K |
AVUVAMERICAN CENTY ETF TR | $329K |
USBUS BANCORP DEL | $327K |
BACVERIZON COMMUNICATIONS INC | $326K |
FBCGFIDELITY COVINGTON TRUST | $325K |
BIVVANGUARD BD INDEX FDS | $325K |
IJRISHARES TR | $325K |
BNDVANGUARD BD INDEX FDS | $325K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $324K |
4I1PHILIP MORRIS INTL INC | $323K |
VRTVERTIV HOLDINGS CO | $312K |
DGROISHARES TR | $309K |
TTTRANE TECHNOLOGIES PLC | $305K |
ICLNISHARES TR | $298K |
SCHBSCHWAB STRATEGIC TR | $294K |
UPSUNITED PARCEL SERVICE INC | $290K |
TFLOISHARES TR | $285K |
ROSTROSS STORES INC | $277K |
QCLNFIRST TR EXCHANGE-TRADED FD | $272K |
FDVVFIDELITY COVINGTON TRUST | $265K |
SSENTINELONE INC | $262K |
AVDVAMERICAN CENTY ETF TR | $259K |
ADIANALOG DEVICES INC | $259K |
SNPSSYNOPSYS INC | $258K |
CATCATERPILLAR INC | $255K |
GEGE AEROSPACE | $252K |
WECWEC ENERGY GROUP INC | $252K |
NEENEXTERA ENERGY INC | $251K |
SYKSTRYKER CORPORATION | $247K |
WELLWELLTOWER INC | $243K |
MRKMERCK &CO INC | $241K |
BPBP PLC | $241K |
DONSPDR DOW JONES INDL AVERAGE | $241K |
GILDGILEAD SCIENCES INC | $240K |
DIVBISHARES TR | $236K |
VOXVANGUARD WORLD FD | $235K |
BMYBRISTOL-MYERS SQUIBB CO | $233K |
NVSNNOVARTIS AG | $228K |
HIMSHIMS &HERS HEALTH INC | $228K |
PLDPROLOGIS INC. | $224K |
IJHISHARES TR | $224K |
DUKDUKE ENERGY CORP NEW | $220K |
IWDISHARES TR | $217K |
ITOTISHARES TR | $217K |
SOXXISHARES TR | $216K |
ESGVVANGUARD WORLD FD | $211K |
ESSESSEX PPTY TR INC | $208K |
KRKROGER CO | $206K |
INTCINTEL CORP | $204K |
QCOMQUALCOMM INC | $199K |
CRMSALESFORCE INC | $199K |
FDDFIRST TR STOXX EUROPEAN SELE | $197K |
DELLDELL TECHNOLOGIES INC | $184K |
FBNDFIDELITY MERRIMACK STR TR | $183K |
PFEPFIZER INC | $170K |
CARRCARRIER GLOBAL CORPORATION | $161K |
COPCONOCOPHILLIPS | $152K |
ACNACCENTURE PLC IRELAND | $144K |
ADBEADOBE INC | $141K |
MCKMCKESSON CORP | $133K |
DWDMORGAN STANLEY | $132K |
PAYXPAYCHEX INC | $132K |
IXCISHARES TR | $129K |
AG8AGILENT TECHNOLOGIES INC | $128K |