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)

StockValue
XLESELECT SECTOR SPDR TR ENERGY
$32K
EQREQUITY RESIDENTIAL SBI USD0 01
$32K
DDDUPONT DE NEMOURS INC COM
$32K
IXJISHARES TRUST S P GLOBAL
$32K
DGXQUEST DIAGNOSTICS INC COM USD0 01
$32K
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF
$31K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$31K
SIZEISHARES TRUST MSCI USA SIZE FACTOR ETF
$31K
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN
$31K
PAYXPAYCHEX INC COM USD0 01
$31K
CMACOMERICA INC
$31K
TRVCCITIGROUP INC
$31K
DOWDOW INC COM
$30K
METMETLIFE INC COM USD0 01
$30K
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM
$30K
SIMOSILICON MOTION TECHNO ADR REP 4 ORD
$30K
BUDANHEUSER BUSCH INBEV SA NV ADR EAH REP 1 ORD NPV
$30K
DBJPDBX ETF TR XTRACK MSCI JAPN
$30K
IDAIDACORP INC
$29K
SLBSCHLUMBERGER LIMITED COM USD0 01
$29K
UBERUBER TECHNOLOGIES INC COM
$29K
VOTVANGUARD MID CAP GROWTH INDEX FUND
$29K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$29K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$29K
ULUNILEVER PLC SPON ADR NEW
$28K
XPCQXPIMCO CALIFORNIA MUNICIPAL INCOME FUND
$28K
FISFIDELITY NATL INFORMATION SERVICES COM USD0 01
$28K
VODVODAFONE GROUP SPON ADR EACH REP 10 ORD
$28K
IJJISHARES TRUST S P MID CAPITAL
$28K
EIXEDISON INTERNATIONAL
$28K
EDITEDITAS MEDICINE INC COM
$28K
AFTAPOLLO SENIOR FLOATING RATE FUND INC
$28K
SOSOUTHERN CO
$27K
ECLECOLAB INC
$27K
SMGSCOTTS MIRACLE GRO CO
$27K
DGROISHARES TRUST CORE DIVID GWTH
$27K
UNITUNITI GROUP INC COM
$27K
INFOIHS MARKIT LTD COM USD0 01 ISIN BMG475671050 SEDOL BH0K6S8
$27K
RGLDROYAL GOLD INC COM ISIN US7802871084 SEDOL 2430553
$27K
NGGNATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT
$27K
FTNTFORTINET INC COM USD0 001
$26K
HRBH R BLOCK INC
$26K
PNCPNC FINANCIAL SERVICES GROUP COM USD5
$26K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$26K
VPUVANGUARD UTILITIES ETF
$26K
BEAMBEAM THERAPEUTICS INC COM
$25K
SPLVINVESCO EXCH TRADED FD TR II SP500 LOW VOL
$25K
IWMISHARES RUSSELL 2000 ETF
$25K
RODMLATTICE STRATEGIES TR HARTFORD MLT ETF
$24K
XSOEWISDOMTREE TR EM EX ST OWNED
$24K
SPYMSPDR PORTFOLIO SP 500 ETF
$24K
LUVSOUTHWEST AIRLINES CO
$24K
CDNSCADENCE DESIGN SYSTEMS INC COM USD0 01
$24K
AOMISHARES CORE MODERATE ALLOCATION ETF
$24K
HACKUSDETF MANAGERS TR PRIME CYBR SCRTY
$23K
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN US33734X1357 SEDOL B50P3C2
$23K
IRINGERSOLL RAND INC COM
$23K
SNNSMITH NEPHEW ADR EACH REPR 2 ORD
$22K
WNSNWNS HLDGS LTD SPON ADR
$22K
FXRFIRST TR EXCHANGE TRADED FD II INDLS PROD DURABL ALPHADEX FD ANNUAL
$22K
SCSCSCANSOURCE INC
$22K
SPROSPERO THERAPEUTICS INC COM
$22K
CCLCARNIVAL CORP PAIRED CTF
$22K
CBCHUBB LIMITED COM NPV ISIN CH0044328745
$22K
KTKT ADR REP 1 2 ORD
$22K
MNSTMONSTER BEVERAGE CORP NEW COM
$22K
VIPSVIPSHOP HLDGS LTD SPON ADS EA REPR 0 2 ORD SHS CL A
$22K
YUMYUM! BRANDS INC
$21K
ALLEALLEGION PLC ORD SHS
$21K
TROWPRICE T ROWE GROUPS COM USD0 20
$21K
TRPTC ENERGY CORPORATION COM NPV ISIN CA87807B1076 SEDOL BJMY6G0
$21K
SCHFSCHWAB STRATEGIC TR INTL EQUITY ETF
$21K
FXDFIRST TR EXCHANGE TRADED FD II CONSUMER DISCRETIONARY ISIN US33734X1019 SEDOL B428R53
$21K
CTVACORTEVA INC COM
$20K
GDGENERAL DYNAMICS CORP COM USD1 00
$20K
ALXNALEXION PHARMACEUTICALS INC
$20K
ITA*ISHARES TR US AER DEF ETF
$20K
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF
$20K
SCHWSCHWAB CHARLES CORP COM
$20K
DLNWISDOMTREE TR US LARGECAP DIVD
$20K
DVNDEVON ENERGY CORP NEW
$20K
XLFICONSUMER STAPLES SELECT SECTOR SPDR
$20K
AWNADVANCE AUTO PARTS INC
$20K
TRMBTRIMBLE INC COM
$19K
DVYEISHARES INC EM MKTS DIV ETF
$19K
TTENTOTAL SE SPON ADS EA REP 1 ORD SHS
$19K
EWGISHARES INC MSCI GERMANY ETF
$19K
EDCONSOLIDATED EDISON INC COM USD0 10
$19K
AIGAMERICAN INTERNATIONAL GROUP INC
$19K
XMESPDR SER TR SP METALS MNG
$19K
BEBLOOM ENERGY CORP COM CL A
$18K
CDKCDK GLOBAL INC COM USD0 01
$18K
FBNDFIDELITY TOTAL BOND ETF
$18K
AEPAMERICAN ELEC PWR CO INC COM
$18K
0VVBVIACOMCBS INC CL B
$18K
MFCMANULIFE FINANCIAL CORP COM NPV ISIN CA56501R1064 SEDOL 2492519
$18K
XRTSPDR SER TR SP RETAIL ETF
$17K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$17K
FTSMFIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF
$17K
PPLPPL CORP COM USD0 01
$17K
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