LIBERTY WEALTH MANAGEMENT LLC Q4 2019 Filing
Filed February 5, 2020
Portfolio Value
$127K
Holdings
938
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (938 positions)
| Stock | Value |
|---|---|
ABBVABBVIE INC COM | $195K |
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | $191K |
WELLWELLTOWER INC COM | $190K |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | $190K |
VDEVANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS | $189K |
COPCONOCOPHILLIPS COM | $188K |
VXUSVANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | $188K |
EXREXTRA SPACE STORAGE INC | $179K |
BIIBBIOGEN INC COM | $176K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $174K |
SRESEMPRA ENERGY | $174K |
FLOTISHARES TR FLTG RATE NT ETF | $170K |
UNPUNION PACIFIC CORP COM | $170K |
COSTCOSTCO WHOLESALE CORP COM | $167K |
TFISPDR SER TR NUVEEN BRC MUNIC | $166K |
DEODIAGEO ADR | $165K |
PEPPEPSICO INC | $155K |
VNQVANGUARD REAL ESTATE ETF | $145K |
IJKISHARES S&P MID CAP 400 GROWTH ETF | $144K |
LLYELI LILLY AND CO COM | $142K |
AVAAVISTA CORP | $142K |
HSYHERSHEY COMPANY COM | $138K |
TXNTEXAS INSTRUMENTS INC COM | $137K |
MDTMEDTRONIC PLC | $136K |
DUKDUKE ENERGY CORP | $133K |
VIGVANGUARD GROUP DIV APP ETF | $131K |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $131K |
INTUINTUIT COM | $131K |
PLDPROLOGIS INC COM | $130K |
VOVANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR | $128K |
MCDMCDONALDS CORP | $127K |
PTNQPACER FDS TR TRENDP 100 ETF | $126K |
GEGENERAL ELECTRIC CO COM | $125K |
IJRISHARES CORE S&P SMALL-CAP | $124K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $123K |
BIVVANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF | $122K |
SONYSONY CORP SPON ADR | $122K |
GSKGLAXOSMITHKLINE ADR | $121K |
ZTSZOETIS INC COM | $121K |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $120K |
PTLCPACER FDS TR TRENDPILOT US LARGE CAP ETF | $118K |
MMM3M COMPANY | $116K |
—ALLIANZGI CONV INCOME FD COM | $115K |
MAMASTERCARD INC CL A | $114K |
VMWEURVMWARE INC CL A COM | $114K |
HONHONEYWELL INTERNATIONAL INC COM | $111K |
VLOVALERO ENERGY CORP | $109K |
WMTWALMART INC COM | $109K |
GPNGLOBAL PMTS INC COM | $108K |
BLVVANGUARD BD INDEX FD INC LONG TERM BD ETF | $107K |
LTCLTC PPTYS INC | $105K |
ACNACCENTURE PLC CLS A | $103K |
IVEISHARES S&P 500 VALUE ETF | $103K |
VCITVANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX | $102K |
GRMNGARMIN LTD COM | $102K |
IRINGERSOLL-RAND PLC | $98K |
GQ9SPDR GOLD TR GOLD SHS | $97K |
SDYSPDR SER TR S&P DIVID ETF | $97K |
CTLEURCENTURYLINK INC COM | $96K |
DELLDELL TECHNOLOGIES INC CL C | $96K |
LMTLOCKHEED MARTIN CORP COM | $96K |
CCLCARNIVAL CORP PAIRED CTF | $95K |
NOCNORTHRUP GRUMMAN CORP COM | $95K |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $95K |
GILDGILEAD SCIENCES INC COM | $94K |
NSCNORFOLK SOUTHERN CORP COM | $93K |
QCOMQUALCOMM INC | $92K |
TJXTJX COS INC NEW COM | $90K |
BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS | $89K |
MDLZMONDELEZ INTL INC COM NPV | $89K |
ABTABBOTT LABORATORIES | $88K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $87K |
XLVSELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | $87K |
RDS/AROYAL DUTCH SHELL ADR | $85K |
8CWCROWN CASTLE INTL CORP NEW COM | $85K |
MOALTRIA GROUP INC | $85K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $84K |
DTEDTE ENERGY HOLDING CO | $83K |
EMREMERSON ELECTRIC CO | $83K |
VRTXVERTEX PHARMACEUTICALS | $81K |
HRLHORMEL FOODS CORP COM | $80K |
XSCDXLMP CAP &INCOME FD INC COM | $79K |
NEENEXTERA ENERGY INC COM | $77K |
CRONCRONOS GROUP INC COM | $77K |
WECWEC ENERGY GROUP INC COM | $76K |
SOSOUTHERN CO | $75K |
NHINATIONAL HEALTH INVS INC | $75K |
NVDANVIDIA CORP | $75K |
ELESTEE LAUDER COMPANIES INC COM | $74K |
AEPAMERICAN ELEC PWR CO INC COM | $74K |
KEYKEYCORP NEW COM | $73K |
SCHBSCHWAB STRATEGIC TR US BROAD MKT ETF | $72K |
FDSFACTSET RESH SYS INC COM | $72K |
KMBKIMBERLY CLARK CORP COM | $72K |
CDWCDW CORP COM | $72K |
AKAMAKAMAI TECHNOLOGIES COM | $71K |
TTCTORO CO COM | $71K |
FDXFEDEX CORP COM | $71K |
GSGOLDMAN SACHS GROUP INC COM | $70K |
VCSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | $70K |