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 |
|---|---|
HCPHCP INC COM | $45K |
TIPISHARES TIPS BOND ETF | $44K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR | $44K |
—BHP GROUP PLC SPON ADS | $43K |
SRESEMPRA ENERGY | $43K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $42K |
SAPSAP SE SPON ADR | $41K |
BCEBCE INC COM NEW | $41K |
LMTLOCKHEED MARTIN CORP | $41K |
ILCBISHARES MORNINGSTAR LARGE-CAP ETF | $39K |
PYPLPAYPAL HLDGS INC COM | $39K |
GRMNGARMIN LTD COM CHF10.00 | $39K |
MACMACERICH CO | $39K |
EQREQUITY RESIDENTIAL | $38K |
VISVANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS | $37K |
TWTRUSDTWITTER INC COM | $37K |
PSAPUBLIC STORAGE COM | $37K |
BUDANHEUSER-BUSCH INBEV SA/NV ADR | $37K |
BAXBAXTER INTL INC | $37K |
WIWWESTERN AST INFL LKD OPP &INM COM | $37K |
IAGGISHARES INTL AGGREGATE BOND | $36K |
TRMBTRIMBLE INC COM | $36K |
SEASEABRIDGE GOLD INC COM | $36K |
ESGEISHARES INC ESG MSCI EM ETF | $36K |
KSSKOHLS CORP COM | $36K |
MDLZMONDELEZ INTL INC COM | $36K |
HTLDHEARTLAND EXPRESS INC COM | $36K |
FFINFIRST FINANCIAL BANKSHARES INC | $36K |
SOSOUTHERN CO | $35K |
APH1EURAPHRIA INC COM | $35K |
TMOTHERMO FISHER SCIENTIFIC INC | $35K |
XYLXYLEM INC COM | $35K |
OXYOCCIDENTAL PETROLEUM CORP | $34K |
TSSTOTAL SYS SVCS INC | $34K |
XLESELECT SECTOR SPDR TR ENERGY | $34K |
FDO.FMACYS INC COM | $34K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $34K |
SCHBSCHWAB STRATEGIC TR US BROAD MKT ETF | $34K |
IDAIDACORP INC | $34K |
OKEONEOK INC | $33K |
RLRALPH LAUREN CORP | $33K |
ADIANALOG DEVICES INC COM | $33K |
NGGNATIONAL GRID SPON ADR | $33K |
AKAMAKAMAI TECHNOLOGIES INC COM | $32K |
EXPEEXPEDIA GROUP INC | $32K |
MGAMAGNA INTL INC COM | $32K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $32K |
CDKCDK GLOBAL INC COM | $32K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $32K |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $32K |
MPCMARATHON PETROLEUM CORP COM | $32K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $32K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $31K |
TSCOTRACTOR SUPPLY CO | $31K |
XLKSECTOR SPDR TR SHS BEN INT TECHNOLOGY | $31K |
CMCANADIAN IMPERIAL BANK OF COMMERCE COM | $31K |
KIMKIMCO REALTY CORP (MOVED FROM DELAWARE TO MARYLAND) | $30K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $30K |
GMGENERAL MTRS CO COM | $30K |
ADSKAUTODESK INC COM | $30K |
ADBEADOBE INC COM | $30K |
RHT1EURRED HAT INC COM | $30K |
PGRPROGRESSIVE CORP OHIO | $30K |
ADMARCHER DANIELS MIDLAND | $30K |
AERAERCAP HOLDINGS N.V. | $30K |
DWDMORGAN STANLEY | $29K |
CELGCELGENE CORP | $29K |
IHEISHARES TR U.S. PHARMA ETF | $29K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $29K |
IYY*ISHARES DOW JONES U S ETF | $29K |
EIXEDISON INTL | $29K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $29K |
WMBWILLIAMS COS INC | $29K |
GSGOLDMAN SACHS GROUP INC | $29K |
OEFISHARES S&P 100 ETF | $28K |
CSXC S X CORP | $28K |
PPLPPL CORP | $27K |
NSYNICE LTD ADR- | $27K |
ECLECOLAB INC | $27K |
AFTAPOLLO SENIOR FLOATING RATE FD | $27K |
IWVISHARES RUSSELL 3000 ETF | $27K |
ETRAE TRADE FINL CORP COM NEW | $27K |
STISUNTRUST BANKS INC | $26K |
HPHELMERICH &PAYNE INC COM | $26K |
CMACOMERICA INC | $26K |
XPCQXPIMCO CALIF MUN INCOME FD | $25K |
KBHKB HOME COM | $25K |
CGNXCOGNEX CORP COM | $25K |
ORANYORANGE-SPON ADR | $25K |
PAYXPAYCHEX INC COM | $25K |
SPYMSPDR PORTFOLIO LARGE CAP ETF | $25K |
CHRWC H ROBINSON WORLDWIDE INC COM NEW | $24K |
SANBANCO SANTANDER SA ADR | $24K |
—AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF | $23K |
CAHCARDINAL HEALTH INC | $23K |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23K |
PSCFINVESCO EXCHNG TRADED FD TR II S&P SMLCP FINL | $23K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $23K |
KTKT CORP SPONSORED ADR | $23K |
—VECTREN CORP | $23K |