LIBERTY WEALTH MANAGEMENT LLC Q4 2018 Filing
Filed March 26, 2019
Portfolio Value
$134K
Holdings
826
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (826 positions)
| Stock | Value |
|---|---|
LOWLOWES COS INC COM | $145K |
VXUSVANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | $144K |
BNDVANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF | $143K |
JPMJPMORGAN CHASE & CO | $143K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $140K |
DUKDUKE ENERGY CORP NEW COM NEW | $135K |
AVAAVISTA CORP | $134K |
FLOTISHARES TR FLTG RATE NT ETF | $132K |
BIVVANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF | $129K |
USBUS BANCORP DEL COM NEW | $128K |
MMM3M COMPANY | $128K |
JNJJOHNSON & JOHNSON | $126K |
UTXZUNITED TECHNOLOGIES CORP COM | $124K |
IBMINTL BUSINESS MACH | $124K |
UNPUNION PACIFIC CORP | $117K |
IJKISHARES S&P MID CAP 400 GROWTH ETF | $114K |
BLVVANGUARD BD INDEX FD INC LONG TERM BD ETF | $110K |
MOALTRIA GROUP INC | $110K |
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | $110K |
MCDMCDONALDS CORP | $109K |
NVSNNOVARTIS A G SPONSORED ADR | $108K |
COPCONOCOPHILLIPS COM | $108K |
CTLEURCENTURYLINK INC | $107K |
COSTCOSTCO WHOLESALE CORP | $106K |
FDXFEDEX CORP COM | $106K |
HSYHERSHEY CO | $105K |
LTCLTC PPTYS INC | $105K |
TXNTEXAS INSTRUMENTS INC COM | $100K |
MBBISHARES TR MBS ETF | $100K |
HDHOME DEPOT INC COM | $97K |
ELESTEE LAUDER COMPANIES INC CL A | $96K |
—ALLIANZGI CONV INCOME FD COM | $94K |
MDTMEDTRONIC PLC | $94K |
GQ9SPDR GOLD TR GOLD SHS | $93K |
IRINGERSOLL-RAND PLC | $88K |
VMWEURVMWARE INC CL A COM | $88K |
GSKGLAXOSMITHKLINE ADR | $87K |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $87K |
8CWCROWN CASTLE INTL CORP NEW COM | $86K |
ZTSZOETIS INC COM | $85K |
TJXTJX COS INC NEW COM | $85K |
DYHTARGET CORP COM | $85K |
NJRNEW JERSEY RES COM | $81K |
CCLCARNIVAL CORP PAIRED CTF | $79K |
DEODIAGEO ADR | $78K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $78K |
QCOMQUALCOMM INC | $77K |
WMTWALMART INC COM | $76K |
HRLHORMEL FOODS CORP COM | $76K |
DTEDTE ENERGY HOLDING CO | $75K |
AEPAMERICAN ELEC PWR CO | $74K |
SDYSPDR SER TR S&P DIVID ETF | $74K |
GEGENERAL ELECTRIC CO | $73K |
TRVCCITIGROUP INC COM NEW | $72K |
SONYSONY CORP SPON ADR | $72K |
4I1PHILIP MORRIS INTL INC COM | $72K |
DSIISHARES TR MSC | $71K |
NHINATIONAL HEALTH INVS INC | $69K |
PEPPEPSICO INC | $69K |
FDSFACTSET RESH SYS INC COM | $68K |
VOVANGUARD INDEX FDS VANGUARD | $67K |
MAMASTERCARD INCORPORATED CL A | $67K |
NSCNORFOLK SOUTHERN CRP | $67K |
ACNACCENTURE PLC CLS A | $67K |
KMBKIMBERLY CLARK CORP | $66K |
CATCATERPILLAR INC | $66K |
PSXPHILLIPS 66 COM | $63K |
SHWSHERWIN WILLIAMS CO | $62K |
EMREMERSON ELECTRIC CO | $60K |
BIIBBIOGEN INC COM | $59K |
GISGENERAL MILLS INC | $58K |
FQIDIGITAL RLTY TR INC COM | $57K |
DOWDOWDUPONT INC COM | $56K |
EWGISHARES INC MSCI GERMANY ETF | $56K |
CNRCANADIAN NATL RY CO COM | $55K |
CGCCANOPY GROWTH CORPORATION COM | $55K |
VENVENTAS INC | $54K |
VAREURVARIAN MED SYS INC COM | $54K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $52K |
KEYKEYCORP NEW | $51K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $51K |
VCITVANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX | $50K |
XSCDXLMP CAP &INCOME FD INC COM | $49K |
SIRIEURSIRIUS XM HLDGS INC COM | $49K |
TTCTORO CO COM | $49K |
TTENTOTAL S A SPONSORED ADR | $49K |
NEENEXTERA ENERGY INC COM | $49K |
SCHWSCHWAB CHARLES CORP NEW | $49K |
BLKCHFBLACKROCK INC | $49K |
WYWEYERHAEUSER CO COM | $48K |
HONHONEYWELL INTERNATIONAL INC COM | $47K |
VIGVANGUARD GROUP DIV APP ETF | $46K |
SNNSMITH & NEPHEW ADR EACH REPR 2 ORD | $46K |
ACBAURORA CANNABIS INC COM | $46K |
RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT | $46K |
HYGISHARES TR IBOXX HI YD ETF | $46K |
VODVODAFONE GROUP SPON ADR | $46K |
NVDANVIDIA CORP | $45K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $45K |
HCPHCP INC COM | $45K |