LIBERTY WEALTH MANAGEMENT LLC Q3 2020 Filing
Filed November 5, 2020
Portfolio Value
$170K
Holdings
889
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (889 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $60K |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $60K |
XLVHEALTH CARE SELECT SECTOR SPDR | $59K |
MTUMISHARES TR MSCI USA MMENTM | $57K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $57K |
XSCDXLMP CAP INCOME FD INC COM | $56K |
NHINATIONAL HEALTH INVS INC | $56K |
SCJISHARES INC MSCI JAPN SMCETF | $55K |
CDWCDW CORP COM USD0 01 | $55K |
BABINVESCO EXCH TRADED FD TR II TAXABLE MUN BD | $55K |
UTGREAVES UTILITY INCOME FUND | $55K |
VOVANGUARD MID CAP INDEX FUND | $55K |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $54K |
ILCBISHARES MORNINGSTAR LARGE CAP ETF | $54K |
DSIISHARES TR MSCI KLD400 SOC | $53K |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $53K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $53K |
NOCNORTHROP GRUMMAN CORP COM USD1 | $53K |
PSAPUBLIC STORAGE COM USD0 10 | $52K |
8CWCROWN CASTLE INTL CORP NEW COM ISIN US22822V1017 SEDOL BTGQCX1 | $52K |
WYWEYERHAEUSER CO MTN BE COM NEW | $52K |
KBHKB HOME | $52K |
MOALTRIA GROUP INC | $52K |
MPCMARATHON PETROLEUM CORP COM USD0 01 | $52K |
ROPROPER TECHNOLOGIES INC | $52K |
AG8AGILENT TECHNOLOGIES INC COM USD0 01 | $51K |
DNPDNP SELECT INCOME FD INC COM | $50K |
GSGOLDMAN SACHS GROUP INC COM USD0 01 | $48K |
CARRCARRIER GLOBAL CORPORATION COM | $47K |
BONDPIMCO ETF TR ACTIVE BD ETF | $47K |
ADIANALOG DEVICES INC COM USD0 16 2 3 | $47K |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $47K |
ITOTISHARES CORE SP TOTAL US STOCK MARKET ETF | $46K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $46K |
NSYNICE LTD ADR EACH CNV INTO 1 ORD ILS1 | $46K |
XFEBFIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS INCOME ETF | $46K |
IQDFFLEXSHARES TRUST INTERNATIONAL QUALITY DIV IDX | $46K |
XYLXYLEM INC COM USD0 01 | $46K |
VISVANGUARD INDUSTRIALS ETF | $46K |
WMWASTE MANAGEMENT INC | $45K |
CTLEURLUMEN TECHNOLOGIES INC COM | $45K |
OTISOTIS WORLDWIDE CORP COM | $45K |
CATCATERPILLAR INC COM USD1 00 | $45K |
DOCHEALTHPEAK PROPERTIES INC COM | $45K |
WIWWESTERN AST INFL LKD OPP INM COM | $44K |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $43K |
WBAWALGREENS BOOTS ALLIANCE INC | $43K |
VDEVANGUARD ENERGY INDEX ETF | $43K |
DHIDR HORTON INC COM STK USD0 01 | $42K |
AQLTISHARES SELECT DIVIDEND ETF | $42K |
RIORIO TINTO ADR EACH REP 1 ORD | $41K |
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $41K |
IHEISHARES TR U S PHARMA ETF | $40K |
NJRNEW JERSEY RESOURCES CORP | $40K |
IWVISHARES RUSSELL 3000 INDEX FUND | $40K |
WTRGESSENTIAL UTILS INC COM | $40K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $40K |
SIRIEURSIRIUS XM HOLDINGS INC COM | $40K |
EBAEBAY INC COM | $39K |
IYY*ISHARES DOW JONES US ETF | $39K |
WDAYWORKDAY INC COM USD0 001 CL A | $39K |
PSLV/USPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN CA85207K1075 SEDOL B5THDS5 | $39K |
GENNORTONLIFELOCK INC COM | $39K |
SPLKCHFSPLUNK INC COM USD0 001 | $38K |
PYPLPAYPAL HLDGS INC COM | $38K |
CMCANADIAN IMPERIAL BANK OF COMMERCE COM NPV ISIN CA1360691010 SEDOL 2170525 | $38K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $38K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $37K |
CVSCVS HEALTH CORPORATION COM USD0 01 | $37K |
TSCOTRACTOR SUPPLY CO | $37K |
GLWCORNING INC | $37K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $37K |
CNPCENTERPOINT ENERGY INC COM STK USD0 01 | $36K |
CGNXCOGNEX CORP COM | $36K |
GDOTGREEN DOT CORP COM CL A USD0 001 | $36K |
SAPSAP ADR REP 1 ORD | $36K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0 25 BNY | $36K |
FFINFIRST FINANCIAL BANKSHARES INC | $35K |
NOKNOKIA OYJ ADR EACH REPR 1 ORD NPV | $35K |
IYMISHARES TRUST DJ US BAS | $35K |
BKIEURBLACK KNIGHT INC COM | $35K |
SRLNSPDR BLACKSTONE GSO SEN LOAN | $35K |
CCDCALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | $35K |
BCEBCE INC COM NEW ISIN CA05534B7604 SEDOL B188TH2 | $35K |
RDOGALPS ETF TR REIT DIVIDE DOGS | $35K |
DALDELTA AIR LINES INC | $35K |
BKOBLUEROCK RESIDENTIAL GWT REIT COM CL A | $34K |
PGRPROGRESSIVE CORP COM | $34K |
ATVIEURACTIVISION BLIZZARD INC COM USD0 000001 | $34K |
IXUSISHARES TR CORE MSCI TOTAL | $34K |
DTDYNATRACE INC COM NEW | $34K |
MUBISHARES NATIONAL MUNI BOND ETF | $34K |
ALCALCON INC | $34K |
VLOVALERO ENERGY CORP COM | $34K |
FMCFMC CORP COM USD0 10 | $34K |
TIFEURTIFFANY CO | $33K |
DVADAVITA INC COM | $33K |
PCEFINVESCO EXCH TRADED FD TR II CEF INM COMPSI | $33K |
CWISPDR MSCI ACWI EX US ETF WHEN ISSUED | $33K |
HTLDHEARTLAND EXPRESS INC | $33K |