LIBERTY WEALTH MANAGEMENT LLC Q3 2019 Filing
Filed October 30, 2019
Portfolio Value
$106K
Holdings
889
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (889 positions)
| Stock | Value |
|---|---|
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | $173K |
USBUS BANCORP DEL COM NEW | $173K |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $167K |
TFISPDR SER TR NUVEEN BRC MUNIC | $167K |
COSTCOSTCO WHOLESALE CORP COM | $160K |
AVAAVISTA CORP | $153K |
PEPPEPSICO INC | $152K |
UNPUNION PACIFIC CORP COM | $151K |
BNDVANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF | $146K |
HSYHERSHEY COMPANY COM | $145K |
MCDMCDONALDS CORP | $145K |
COPCONOCOPHILLIPS COM | $144K |
VXUSVANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | $141K |
TXNTEXAS INSTRUMENTS INC COM | $140K |
LMTLOCKHEED MARTIN CORP COM | $139K |
DUKDUKE ENERGY CORP | $138K |
IJKISHARES S&P MID CAP 400 GROWTH ETF | $135K |
IRINGERSOLL-RAND PLC | $133K |
INTUINTUIT COM | $132K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTF-BACKED SECS IDX FD ETF | $132K |
LTCLTC PPTYS INC | $130K |
SCHZSCHWAB STRATEGIC TR US AGGREGATE BD ETF | $129K |
MDTMEDTRONIC PLC | $129K |
FDXFEDEX CORP COM | $128K |
FLOTISHARES TR FLTG RATE NT ETF | $122K |
WMTWALMART INC COM | $120K |
BIVVANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF | $120K |
IBMINTERNATIONAL BUS MACH CORP COM | $118K |
VNQVANGUARD REAL ESTATE ETF | $117K |
BLVVANGUARD BD INDEX FD INC LONG TERM BD ETF | $115K |
ZTSZOETIS INC COM | $112K |
—ALLIANZGI CONV INCOME FD COM | $111K |
MMM3M COMPANY | $109K |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $109K |
GSKGLAXOSMITHKLINE ADR | $109K |
ABBVABBVIE INC COM | $107K |
DEODIAGEO ADR | $107K |
ELESTEE LAUDER COMPANIES INC COM | $107K |
SONYSONY CORP SPON ADR | $106K |
AMGNAMGEN INC | $104K |
VIGVANGUARD GROUP DIV APP ETF | $104K |
HONHONEYWELL INTERNATIONAL INC COM | $103K |
MAMASTERCARD INC CL A | $102K |
VMWEURVMWARE INC CL A COM | $102K |
VCITVANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX | $102K |
ACNACCENTURE PLC CLS A | $101K |
XLVSELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | $100K |
GEGENERAL ELECTRIC CO COM | $99K |
DELLDELL TECHNOLOGIES INC CL C | $97K |
RDS/AROYAL DUTCH SHELL ADR | $95K |
GQ9SPDR GOLD TR GOLD SHS | $94K |
ABTABBOTT LABORATORIES | $93K |
TJXTJX COS INC NEW COM | $93K |
IVEISHARES S&P 500 VALUE ETF | $93K |
SDYSPDR SER TR S&P DIVID ETF | $92K |
GILDGILEAD SCIENCES INC COM | $92K |
CTLEURCENTURYLINK INC COM | $91K |
VOVANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR | $88K |
8CWCROWN CASTLE INTL CORP NEW COM | $83K |
NSCNORFOLK SOUTHERN CORP COM | $82K |
AABAUSDALTABA INC COM | $82K |
DTEDTE ENERGY HOLDING CO | $82K |
NJRNEW JERSEY RES COM | $81K |
CCLCARNIVAL CORP PAIRED CTF | $81K |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $81K |
QCOMQUALCOMM INC | $80K |
HRLHORMEL FOODS CORP COM | $80K |
SJMSMUCKER J M CO COM NEW | $79K |
WECWEC ENERGY GROUP INC COM | $78K |
NHINATIONAL HEALTH INVS INC | $76K |
EMREMERSON ELECTRIC CO | $75K |
AEPAMERICAN ELEC PWR CO INC COM | $74K |
CRONCRONOS GROUP INC COM | $74K |
KMBKIMBERLY CLARK CORP COM | $72K |
MOALTRIA GROUP INC | $71K |
VCSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | $70K |
FQIDIGITAL RLTY TR INC COM | $70K |
AKAMAKAMAI TECHNOLOGIES COM | $70K |
XSCDXLMP CAP &INCOME FD INC COM | $69K |
IAGGISHARES INTL AGGREGATE BOND | $68K |
NEENEXTERA ENERGY INC COM | $67K |
CNRCANADIAN NATL RY CO COM | $67K |
MDLZMONDELEZ INTL INC COM NPV | $66K |
IVWISHARES S&P 500 GROWTH ETF | $66K |
VRTXVERTEX PHARMACEUTICALS | $66K |
TTCTORO CO COM | $66K |
VENVENTAS INC | $65K |
FDSFACTSET RESH SYS INC COM | $65K |
VLOVALERO ENERGY CORP | $64K |
KEYKEYCORP NEW COM | $64K |
BCEBCE INC COM | $64K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $64K |
GSGOLDMAN SACHS GROUP INC COM | $63K |
CDWCDW CORP COM | $62K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $62K |
GISGENERAL MILLS INC COM | $60K |
BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS | $59K |
BLKCHFBLACKROCK INC COM | $59K |
WYWEYERHAEUSER CO COM | $59K |
HCPHCP INC COM | $59K |