LIBERTY WEALTH MANAGEMENT LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$3.2M
Holdings
1,120
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (1,120 positions)
| Stock | Value |
|---|---|
VCSHVANGUARD SCOTTSDALE FDS | $861K |
PCGPG&E CORP | $844K |
CNXCNX RES CORP | $840K |
GQ9SPDR GOLD TR | $838K |
FTECFIDELITY COVINGTON TRUST | $833K |
SPIBSPDR SER TR | $831K |
QCOMQUALCOMM INC | $819K |
METMETLIFE INC | $804K |
ZTSZOETIS INC | $801K |
LUVSOUTHWEST AIRLS CO | $789K |
SRLNSSGA ACTIVE ETF TR | $780K |
VTRSVIATRIS INC | $775K |
TRPTC ENERGY CORP | $765K |
SPTMSPDR SER TR | $760K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $758K |
ARKGARK ETF TR | $758K |
WMTWALMART INC | $757K |
IWFISHARES TR | $756K |
MLPAGLOBAL X FDS | $754K |
FHLCFIDELITY COVINGTON TRUST | $753K |
SCJISHARES INC | $750K |
ADMARCHER DANIELS MIDLAND CO | $748K |
TDTTFLEXSHARES TR | $739K |
CWISPDR INDEX SHS FDS | $738K |
YUMCYUM CHINA HLDGS INC | $737K |
DBJPDBX ETF TR | $736K |
IJHISHARES TR | $736K |
FXHFIRST TR EXCHANGE TRADED FD | $735K |
TXNTEXAS INSTRS INC | $731K |
DXJWISDOMTREE TR | $731K |
XLISELECT SECTOR SPDR TR | $729K |
FMSFRESENIUS MED CARE AG&CO KGA | $718K |
CCDCALAMOS DYNAMIC CONV & INCOM | $716K |
OTISOTIS WORLDWIDE CORP | $716K |
CIGCIA ENERGETICA DE MINAS GERA | $714K |
GDOTGREEN DOT CORP | $712K |
SCHFSCHWAB STRATEGIC TR | $709K |
IEMGISHARES INC | $708K |
DFASDIMENSIONAL ETF TRUST | $703K |
HTDHANCOCK JOHN TAX-ADVANTAGED | $700K |
SLBSCHLUMBERGER LTD | $696K |
HEZUISHARES TR | $694K |
AEPAMERICAN ELEC PWR CO INC | $693K |
HTRBHARTFORD FDS EXCHANGE TRADED | $689K |
IXUSISHARES TR | $689K |
EPIWISDOMTREE TR | $687K |
UNHUNITEDHEALTH GROUP INC | $686K |
AIGAMERICAN INTL GROUP INC | $683K |
MPCMARATHON PETE CORP | $682K |
DGROISHARES TR | $682K |
CMCANADIAN IMP BK COMM | $682K |
ESSESSEX PPTY TR INC | $681K |
RIORIO TINTO PLC | $672K |
VMWEURVMWARE INC | $672K |
GRMNGARMIN LTD | $669K |
ALCALCON AG | $668K |
—DIGITALBRIDGE GROUP INC | $664K |
MMM3M CO | $661K |
PAYXPAYCHEX INC | $656K |
MDTMEDTRONIC PLC | $641K |
RSGREPUBLIC SVCS INC | $641K |
HBC2HSBC HLDGS PLC | $638K |
XLYSELECT SECTOR SPDR TR | $638K |
KMIKINDER MORGAN INC DEL | $636K |
SPYXSPDR SER TR | $635K |
EQREQUITY RESIDENTIAL | $632K |
KEYKEYCORP | $631K |
RHIROBERT HALF INTL INC | $630K |
VOVANGUARD INDEX FDS | $623K |
DVYEISHARES INC | $621K |
SCHWSCHWAB CHARLES CORP | $616K |
MCDMCDONALDS CORP | $616K |
GPNGLOBAL PMTS INC | $614K |
LBEURL BRANDS INC | $607K |
TXTTEXTRON INC | $606K |
8CWCROWN CASTLE INTL CORP NEW | $601K |
XMESPDR SER TR | $601K |
SNNSMITH & NEPHEW PLC | $601K |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $600K |
PPHVANECK VECTORS ETF TR | $600K |
BDTXBLACK DIAMOND THERAPEUTICS I | $600K |
PJPINVESCO EXCHANGE TRADED FD T | $597K |
SBCSABRA HEALTH CARE REIT INC | $585K |
DDDUPONT DE NEMOURS INC | $571K |
ITOTISHARES TR | $570K |
IRINGERSOLL RAND INC | $568K |
COSTCOSTCO WHSL CORP NEW | $564K |
GISGENERAL MLS INC | $562K |
XYLXYLEM INC | $553K |
CGNXCOGNEX CORP | $552K |
VLOVALERO ENERGY CORP | $548K |
CBRECBRE GROUP INC | $547K |
—ATLAS CORP | $542K |
DIEMFRANKLIN TEMPLETON ETF TR | $540K |
YUMYUM BRANDS INC | $534K |
KMBKIMBERLY-CLARK CORP | $527K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $525K |
AQLTISHARES TR | $524K |
CMACOMERICA INC | $522K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $522K |