LIBERTY WEALTH MANAGEMENT LLC Q2 2019 Filing
Filed July 30, 2019
Portfolio Value
$114.0M
Holdings
934
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (934 positions)
| Stock | Value |
|---|---|
UTXZUNITED TECHNOLOGIES CORP COM | $217 |
USBUS BANCORP DEL COM NEW | $217 |
PSXPHILLIPS 66 COM | $214 |
IWFISHARES RUSSELL 1000 GROWTH ETF | $207 |
HDHOME DEPOT INC COM | $203 |
XLVSELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER | $201 |
PFFISHARES TR PFD AND INCM SEC | $194 |
CMCSACOMCAST CORP NEW CL A | $191 |
COPCONOCOPHILLIPS COM | $185 |
NEENEXTERA ENERGY INC COM | $182 |
EXREXTRA SPACE STORAGE INC | $180 |
IJRISHARES CORE S&P SMALL-CAP E | $178 |
EMBISHARES TR JP MOR EM MK ETF | $178 |
WELLWELLTOWER INC COM | $177 |
JPMJPMORGAN CHASE &CO. | $177 |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT | $171 |
DUKDUKE ENERGY | $167 |
VNQVANGUARD REAL ESTATE ETF | $167 |
NGGNATIONAL GRID | $167 |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $162 |
DEODIAGEO ADR | $162 |
LMTLOCKHEED MARTIN CORP COM | $160 |
LOWLOWES COMPANIES INC COM | $160 |
SRESEMPRA ENERGY | $157 |
DYHTARGET CORP COM | $151 |
COSTCOSTCO WHOLESALE CORP COM | $149 |
EWGISHARES INC MSCI GERMANY ETF | $147 |
ABBVABBVIE INC COM | $145 |
VXUSVANGUARD STAR FD | $144 |
BNDVANGUARD BD INDEX FUND INC | $143 |
ABTABBOTT LABORATORIES | $143 |
GEGENERAL ELECTRIC CO COM | $142 |
VYMVANGUARD WHITEHALL FDS | $141 |
AVAAVISTA CORP | $141 |
BIIBBIOGEN INC COM | $140 |
GILDGILEAD SCIENCES INC COM | $136 |
EWJISHARES INC MSCI JPN ETF NEW | $136 |
ELESTEE LAUDER COMPANIES INC COM | $131 |
GQ9SPDR GOLD TR GOLD SHS | $130 |
CRONCRONOS GROUP INC COM | $130 |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $129 |
IRINGERSOLL-RAND PLC | $127 |
BIVVANGUARD BD INDEX FD | $127 |
MMM3M COMPANY | $125 |
HSYHERSHEY COMPANY COM | $125 |
MOALTRIA GROUP INC | $124 |
7HPHP INC COM | $123 |
TXNTEXAS INSTRUMENTS INC COM | $123 |
SYYSYSCO CORP | $120 |
FDXFEDEX CORP COM | $117 |
LTCLTC PPTYS INC | $116 |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $115 |
LLYELI LILLY AND CO COM | $112 |
VOVANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR | $110 |
—ALLIANZGI CONV INCOME FD COM | $109 |
WYWEYERHAEUSER CO COM | $108 |
BLVVANGUARD BD INDEX FD INC LONG TERM BD ETF | $107 |
VMWEURVMWARE INC CL A COM | $106 |
ZTSZOETIS INC COM | $106 |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $106 |
MDTMEDTRONIC PLC | $106 |
RDS/AROYAL DUTCH SHELL ADR | $105 |
DTEDTE ENERGY HOLDING CO | $104 |
EMREMERSON ELECTRIC CO | $104 |
ADBEADOBE INC COM | $103 |
HPEHEWLETT PACKARD ENTERPRISE | $101 |
TRVCCITIGROUP INC COM NEW | $101 |
GSKGLAXOSMITHKLINE ADR | $98 |
IDAIDACORP INC | $98 |
—HCP INC COM | $97 |
IVEISHARES S&P 500 VALUE ETF | $97 |
FDSFACTSET RESH SYS INC COM | $96 |
GPNGLOBAL PMTS INC COM | $95 |
DELLDELL TECHNOLOGIES INC CL C | $95 |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $93 |
NSCNORFOLK SOUTHERN CORP COM | $91 |
WMTWALMART INC COM | $91 |
HONHONEYWELL INTERNATIONAL INC COM | $91 |
FLOTISHARES TR FLTG RATE NT ETF | $90 |
IVWISHARES S&P 500 GROWTH ETF | $90 |
SDYSPDR SER TR S&P DIVID ETF | $90 |
ACNACCENTURE PLC CLS A | $89 |
NJRNEW JERSEY RES COM | $89 |
MAMASTERCARD INC CL A | $88 |
CTLEURCENTURYLINK INC COM | $85 |
CGCCANOPY GROWTH CORPORATION COM | $83 |
SJMSMUCKER J M CO COM NEW | $82 |
KMBKIMBERLY CLARK CORP | $82 |
SOSOUTHERN CO | $81 |
ACBAURORA CANNABIS INC COM | $80 |
8CWCROWN CASTLE INTL CORP | $79 |
SONYSONY CORP SPON ADR | $79 |
NHINATIONAL HEALTH INVS INC | $79 |
TJXTJX COS INC NEW COM | $78 |
PLDPROLOGIS INC COM | $77 |
CCLCARNIVAL CORP PAIRED CTF | $76 |
QCOMQUALCOMM INC | $75 |
AKAMAKAMAI TECHNOLOGIES COM | $74 |
VBKVANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR | $74 |
SHWSHERWIN WILLIAMS CO | $74 |