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 |
|---|---|
IVWISHARES S&P 500 GROWTH ETF | $70K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $68K |
CNRCANADIAN NATL RY CO COM | $68K |
TROWPRICE T ROWE GROUPS COM | $68K |
SNYSANOFI SPONSORED ADR | $67K |
ALLEALLEGION PLC COM | $66K |
NJRNEW JERSEY RES COM | $66K |
FQIDIGITAL RLTY TR INC COM | $65K |
ADBEADOBE INC COM | $65K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $65K |
7HPHP INC COM | $62K |
WYWEYERHAEUSER CO COM | $62K |
EWGISHARES INC MSCI GERMANY ETF | $60K |
TIPISHARES TIPS BOND ETF | $60K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $60K |
RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT | $59K |
BCEBCE INC COM | $58K |
DOCHEALTHPEAK PPTYS INC COM | $57K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $57K |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $55K |
NFLXNETFLIX COM INC | $55K |
OXYOCCIDENTAL PETE CORP COM | $55K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $55K |
PNCPNC FINANCIAL SERVICES GROUP COM | $55K |
ADIANALOG DEVICES INC COM | $54K |
IQDFFLEXSHARES TRUST INTERNATIONAL QUALITY DIV IDX | $54K |
AQLTISHARES SELECT DIVIDEND ETF | $53K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $53K |
SCHWTHE CHARLES SCHWAB CORPORATION COM | $53K |
XYLXYLEM INC COM | $53K |
WMWASTE MANAGEMENT INC | $52K |
BABINVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD | $52K |
AG8AGILENT TECHNOLOGIES INC COM | $52K |
TMOTHERMO FISHER SCIENTIFIC INC | $52K |
BAXBAXTER INTERNATIONAL INC COM | $52K |
CMCANADIAN IMPERIAL BANK OF COMMERCE COM NPV | $52K |
ILCBISHARES MORNINGSTAR LARGE-CAP ETF | $51K |
SIRIEURSIRIUS XM HLDGS INC COM | $51K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $50K |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $50K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $50K |
EXGEATON VANCE TAX ADVT DIV INCM COM | $50K |
VISVANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS | $49K |
TRVCCITIGROUP INC COM NEW | $49K |
CNPCENTERPOINT ENERGY INC | $49K |
DSIISHARES TR MSCI KLD400 SOC | $49K |
KMIKINDER MORGAN INC COM | $48K |
EQREQUITY RESIDENTIAL | $48K |
XFEBFIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF | $48K |
BUDANHEUSER-BUSCH INBEV | $48K |
ASMLASML HOLDING NV | $48K |
AMDADVANCED MICRO DEVICES INC COM | $48K |
SCHFSCHWAB STRATEGIC TR INTL EQUITY ETF | $47K |
VENVENTAS INC | $46K |
KBHKB HOME | $46K |
EEMISHARES TRUST MSCI EMG MKTS ETF USD DIS | $46K |
MUBISHARES NATIONAL MUNI BOND ETF | $45K |
PPLPPL CORP COM | $45K |
NGGNATIONAL GRID SPON ADR | $45K |
AMEAMETEK INC COM | $45K |
SCHDSCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $45K |
CATCATERPILLAR INC COM | $44K |
WEAWESTERN ALLIANCE BANCORP | $44K |
WIWWESTERN AST INFL LKD OPP &INM COM | $44K |
ALCALCON INC | $44K |
SAPSAP SE SPON ADR | $44K |
FFINFIRST FINANCIAL BANKSHARES INC | $44K |
XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS | $43K |
ENBENBRIDGE INC COM | $43K |
VODVODAFONE GROUP SPON ADR | $43K |
CGCCANOPY GROWTH CORPORATION COM NPV | $43K |
RITMNEW RESIDENTIAL INVT CORP COM NPV | $42K |
QRVOQORVO INC COM | $42K |
WCGEURWELLCARE HEALTH PLANS INC FORMERLY WELLCARE GROUP INC | $42K |
—CYPRESS SEMICONDUCTOR CORP | $41K |
AESAES CORP COM | $41K |
CRMSALESFORCE.COM INC COM | $41K |
ARNCCHFARCONIC INC COM | $41K |
AFLAFLAC INC COM | $41K |
PYPLPAYPAL HLDGS INC COM | $41K |
MPCMARATHON PETROLEUM CORP COM | $41K |
EIXEDISON INTL | $40K |
IDAIDACORP INC | $40K |
SNNSMITH & NEPHEW ADR | $40K |
FISVFISERV INC | $39K |
DHIDR HORTON INC COM | $39K |
ADSKAUTODESK INC COM | $39K |
IHEISHARES TR U.S. PHARMA ETF | $39K |
DOWDOW INC COM | $39K |
IWVISHARES RUSSELL 3000 ETF | $39K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $38K |
IAGGISHARES INTL AGGREGATE BOND | $38K |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $38K |
CBCHUBB LIMITED COM | $38K |
IYY*ISHARES DOW JONES U S ETF | $38K |
KSUEURKANSAS CITY SOUTHERN COM | $38K |
HFCUSDHOLLYFRONTIER CORPORATION COM | $38K |
TIFEURTIFFANY &CO NEW COM | $38K |
PCEFINVESCO EXCHNG TRADED FD TR II CEF INM COMPSI | $38K |
HTLDHEARTLAND EXPRESS INC COM | $38K |