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 |
|---|---|
PCYINVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG | $23K |
PSCFINVESCO EXCHNG TRADED FD TR II S&P SMLCP FINL | $23K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $23K |
CECELANESE CORP DEL COM | $22K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL | $22K |
EDCONSOLIDATED EDISON HLDG CO INC | $22K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $22K |
TIFEURTIFFANY &CO NEW COM | $22K |
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD | $22K |
AMXNAMERICA MOVIL SAB DE | $22K |
LINLINDE PLC COM | $21K |
SPLVINVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL | $21K |
PLDPROLOGIS INC COM | $21K |
—INVESCO EXCHNG TRADED FD TR II EMRNG MKT INFR | $21K |
URIUNITED RENTALS INC | $21K |
KMIKINDER MORGAN INC COM | $21K |
RITMNEW RESIDENTIAL INVT CORP COM NPV | $21K |
PANWPALO ALTO NETWORKS INC COM | $21K |
BABINVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD | $21K |
SPLKCHFSPLUNK INC COM | $20K |
SLBSCHLUMBERGER LIMITED COM | $20K |
—MICHAEL KORS HOLDINGS LTD COM NPV | $20K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | $20K |
GDGENERAL DYNAMICS CRP | $20K |
XMESPDR SER TR S&P METALS & MNG ETF | $20K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $20K |
NVONOVO-NORDISK A S ADR | $20K |
BIDUNBAIDU INC SPONS ADR | $19K |
RDOGCOHEN &STEERS GLOBAL REALTY | $19K |
KHCKRAFT HEINZ CO COM | $19K |
VOTVANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS | $19K |
AMDADVANCED MICRO DEVICES INC COM | $19K |
JWNUSDNORDSTROM INC COM | $19K |
ALXNALEXION PHARM INC. | $18K |
AZNASTRAZENECA ADR EACH REP | $18K |
ITA*ISHARES TR US AER DEF ETF | $18K |
PSOPEARSON SPONS ADR EACH | $18K |
MTARCELORMITTAL NY REGISTRY SHS | $18K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $18K |
WECWEC ENERGY GROUP INC COM | $18K |
VMOINVESCO MUN OPPORTUNITY TR COM | $18K |
ABGAMERISOURCEBERGEN CORP | $17K |
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $17K |
APUAMERIGAS PARTNERS L P UNIT L P INT | $17K |
AMTAMERICAN TOWER CORPORATION | $17K |
MFCMANULIFE FINANCIAL CORP COM | $17K |
XLYSELECT SECTOR SPDR TR | $17K |
DLNWISDOMTREE TR US LARGECAP DIVD | $17K |
EPIWISDOMTREE TR INDIA EARNINGS FD | $17K |
ALLEALLEGION PLC COM | $17K |
COLMCOLUMBIA SPORTSWEAR CO | $17K |
CEOCNOOC LTD SPONSORED ADR | $16K |
CWISPDR INDEX SHS FDS MSCI ACWI EX-US ETF | $16K |
XPGPXPIMCO GLOBAL STOCKSPLUS INCOME FD | $15K |
DEDEERE & COMPANY | $15K |
YUMCYUM CHINA HLDGS INC COM | $15K |
DXCDXC TECHNOLOGY CO COM | $15K |
IXUSISHARES TR CORE MSCI TOTAL | $15K |
CINFCINCINNATI FINL CORP | $15K |
STXSEAGATE TECHNOLOGY PLC COM | $15K |
GILDGILEAD SCIENCES INC | $15K |
HBANHUNTINGTON BANCSHARES INC COM | $15K |
RJAUSDSVENSK EXPORTKREDIT AKTIEBOLAGET ETN ELEMENTS(ROGERS INTL AGRICULTURE TTL CALLABLE PUTTABLE NOT RATED | $15K |
MCXMCCORMICK &CO INC COM NON VTG | $15K |
CRMSALESFORCE COM INC | $14K |
SHVISHARES TR SHORT TREAS BD | $14K |
HTDHANCOCK JOHN TAX ADVANTAGE DIVID FD | $14K |
TRVTRAVELERS COMPANIES INC COM STK NPV | $14K |
TROWPRICE T ROWE GROUP INC COM | $14K |
BILSPDR SER TR SPDR BLOOMBERG | $14K |
IVZINVESCO LTD SHS | $14K |
PG4PRINCIPAL FINANCIAL GROUP | $13K |
CTXSEURCITRIX SYS INC COM | $13K |
APCANADARKO PETE CORP | $13K |
AQLTISHARES SELECT DIVIDEND ETF | $13K |
HCQAMN HEALTHCARE SERVICES INC COM | $13K |
XRTSPDR SER TR S&P RETAIL ETF | $13K |
SCHZSCHWAB STRATEGIC TR US AGGREGATE BD ETF | $13K |
OREALTY INCOME CORP | $13K |
WNSNWNS HOLDINGS LTD SPON ADR | $13K |
SIGISELECTIVE INS GROUP INC COM | $13K |
TELTE CONNECTIVITY LTD REG SHS | $13K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $12K |
FLRFLUOR CORP NEW | $12K |
ERIIENERGY RECOVERY INC COM | $12K |
7HPHP INC COM | $12K |
ITTITT INC COM | $12K |
LEGLEGGETT & PLATT INC | $12K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $12K |
LLYLILLY ELI &CO COM NPV | $12K |
UBSIUNITED BANKSHARES INC WEST VA COM | $12K |
SPMDSPDR PORTFOLIO MID CAP ETF | $12K |
SPSMSPDR PORTFOLIO SMALL CAP ETF | $12K |
FNCLFIDELITY MSCI FINLS INDEX ETF | $11K |
HIGHARTFORD FINL SVCS GROUP INC | $11K |
AMATAPPLIED MATERIALS INC | $11K |
WDCWESTERN DIGITAL CORP DEL | $11K |
GVAGRANITE CONSTR INC | $11K |
MUBISHARES NATIONAL MUNI BOND ETF | $11K |
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW | $11K |