LIBERTY WEALTH MANAGEMENT LLC Q2 2020 Filing
Filed August 4, 2020
Portfolio Value
$142.1M
Holdings
893
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (893 positions)
| Stock | Value |
|---|---|
IXUSISHARES TR CORE MSCI TOTAL | $32K |
FTNTFORTINET INC COM | $32K |
DALDELTA AIR LINES INC DEL COM | $32K |
IXJISHARES GLOBAL HEALTHCARE ETF | $31K |
BUWABIO RAD LABORATORIES INC CL A | $31K |
PSLV/USPROTT PHYSICAL SILVER TRUST TRUST | $31K |
MGAMAGNA INTL INC COM | $31K |
BAHBOOZ ALLEN HAMILTON HLDG CORP | $31K |
PGRPROGRESSIVE CORP OHIO COM | $31K |
RDS/AROYAL DUTCH SHELL ADR | $31K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $31K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $31K |
PYPLPAYPAL HLDGS INC COM | $31K |
BKIEURBLACK KNIGHT INC COM | $31K |
—IHS MARKIT LTD COM | $31K |
EWGISHARES INC MSCI GERMANY ETF | $30K |
EQIXEQUINIX INC COM | $30K |
EDITEDITAS MEDICINE INC COM | $30K |
METMETLIFE INC COM | $30K |
CBOECBOE GLOBAL MARKETS INC | $29K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $29K |
EIXEDISON INTL | $29K |
CARRCARRIER GLOBAL CORPORATION COM | $29K |
PNCPNC FINANCIAL SERVICES GROUP COM | $29K |
ECLECOLAB INC | $29K |
RGLDROYAL GOLD INC COM | $28K |
BUDANHEUSER-BUSCH INBEV | $28K |
DBJPDBX ETF TR XTRACK MSCI JAPN | $28K |
FBNDFIDELITY TOTAL BOND ETF | $28K |
UBERUBER TECHNOLOGIES INC COM | $27K |
SPTISPDR SERIES TR PORTFLI INTRMDIT | $27K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $27K |
ALCALCON INC | $27K |
FISFIDELITY NATL INFORMATION SERVICES COM | $27K |
IJJISHARES S&P MID CAP 400 VALUE ETF | $27K |
VOTVANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS | $27K |
PCYINVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG | $26K |
XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL | $26K |
GWWGRAINGER W W INC COM | $26K |
DGROISHARES TRUST CORE DIVID GWTH | $26K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL | $26K |
—APOLLO SENIOR FLOATING RATE FD INC COM | $26K |
XPCQXPIMCO CALIF MUN INCOME FD | $26K |
PAYXPAYCHEX INC COM | $25K |
DVNDEVON ENERGY CORP NEW | $25K |
VPUVANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS | $25K |
PANWPALO ALTO NETWORKS INC COM | $25K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $25K |
UNITUNITI GROUP INC COM | $24K |
SPLVINVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL | $24K |
HRBBLOCK H & R INC | $24K |
ALXNALEXION PHARM INC | $24K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $24K |
MCKMCKESSON CORP | $24K |
SMGSCOTTS MIRACLE-GRO CO | $23K |
SNNSMITH & NEPHEW ADR | $23K |
XLYSELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 | $23K |
BMRNBIOMARIN PHARMACEUTICAL COM | $23K |
XLVSELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | $23K |
MNSTMONSTER BEVERAGE CORP NEW COM | $23K |
AWNADVANCE AUTO PARTS INC COM | $23K |
AIGAMERICAN INTL GROUP INC COM NEW | $22K |
ALLEALLEGION PLC COM | $22K |
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD | $22K |
APDAIR PRODUCTS & CHEM | $22K |
LUVSOUTHWEST AIRLNS CO | $22K |
HACKUSDETF MANAGERS TR PRIME CYBR SCRTY | $22K |
KTKT CORP SPONSORED ADR | $22K |
CDNSCADENCE DESIGN SYSTEMS INC COM | $22K |
ADSKAUTODESK INC COM | $22K |
AEOAMERICAN EAGLE OUTFITTERS INC COM | $22K |
HBANHUNTINGTON BANCSHARES INC COM | $21K |
SCHPSCHWAB STRATEGIC TR US TIPS ETF | $21K |
CBCHUBB LIMITED COM | $21K |
TROWPRICE T ROWE GROUPS COM | $21K |
PPLPPL CORP COM | $21K |
DOWDOW INC COM | $21K |
GDGENERAL DYNAMICS CORP COM | $21K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $20K |
CVSCVS HEALTH CORPORATION COM | $20K |
YUMYUM BRANDS INC | $20K |
RITMNEW RESIDENTIAL INVT CORP COM NPV | $20K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | $19K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $19K |
DLNWISDOMTREE TR US LARGECAP DIVD | $19K |
WNSNWNS HOLDINGS LTD SPON ADR | $19K |
NTRNUTRIEN LTD COM NPV | $19K |
DVYEISHARES INC EM MKTS DIV ETF | $19K |
CITCINTAS CORP | $19K |
SCHWSCHWAB CHARLES CORP COM | $19K |
TRPTC ENERGY CORPORATION COM NPV | $18K |
DEDEERE & COMPANY | $18K |
XLFISECTOR SPDR TR SHS BEN INT CONSUMER STAPLES | $18K |
SCHRSCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF | $18K |
BDXBECTON DICKINSON &CO COM | $18K |
EDCONSOLIDATED EDISON INC COM | $18K |
IYHISHARES U S HEALTHCARE ETF | $18K |
MFCMANULIFE FINANCIAL CORP COM | $18K |
KLACKLA CORPORATION COM NEW | $18K |
TRMBTRIMBLE INC COM | $17K |