LIBERTY WEALTH MANAGEMENT LLC Q4 2020 Filing
Filed February 9, 2021
Portfolio Value
$204K
Holdings
1,073
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (1,073 positions)
| Stock | Value |
|---|---|
HBANHUNTINGTON BANCSHARES INC COM | $81K |
DHIDR HORTON INC COM STK | $81K |
MMM3M CO | $81K |
FXHFIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL | $80K |
IWMISHARES RUSSELL ETF | $79K |
GRMNGARMIN LTD COM CHF | $78K |
ARKTARK ETF TR NEXT GNRTN INTER | $77K |
RPGINVESCO EXCHANGE TRADED FD TR SP PUR GWT | $76K |
EMBISHARES TR JP MOR EM MK ETF | $76K |
VODVODAFONE GROUP SPON ADR ORD | $76K |
VRTXVERTEX PHARMACEUTICALS INC | $75K |
GSGOLDMAN SACHS GROUP INC COM | $74K |
SNYSANOFI ADR REP ORD | $72K |
VCSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF | $71K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $71K |
CNRCANADIAN NATL RY CO COM | $69K |
CDWCDW CORP COM | $68K |
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $68K |
XSCDXLMP CAP INCOME FD INC COM | $68K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR | $67K |
SPGISP GLOBAL INC COM | $66K |
CATCATERPILLAR INC COM | $66K |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS ORD TWD | $66K |
BCEBCE INC COM NEW | $66K |
SOSOUTHERN CO | $66K |
AG8AGILENT TECHNOLOGIES INC COM | $65K |
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $65K |
LMTLOCKHEED MARTIN CORP COM | $64K |
VOVANGUARD MID-CAP INDEX FUND | $64K |
ENBENBRIDGE INC COM | $62K |
EDITEDITAS MEDICINE INC COM | $62K |
NHINATIONAL HEALTH INVESTORS INC | $62K |
ADIANALOG DEVICES INC COM | $60K |
ARKFARK ETF TR FINTECH INNOVA | $60K |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $60K |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $60K |
CARRCARRIER GLOBAL CORPORATION COM | $59K |
FDSFACTSET RESEARCH SYSTEMS INC | $59K |
SPYMSPDR PORTFOLIO SP ETF | $59K |
ILCBISHARES MORNINGSTAR LARGE-CAP ETF | $59K |
PAYXPAYCHEX INC COM | $59K |
ROPROPER TECHNOLOGIES INC | $59K |
SCJISHARES INC MSCI JAPN SMCETF | $59K |
RSGREPUBLIC SERVICES INC | $58K |
UTGREAVES UTILITY INCOME FUND | $57K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $57K |
TRVCCITIGROUP INC | $57K |
DALDELTA AIR LINES INC | $56K |
VDEVANGUARD ENERGY INDEX ETF | $56K |
KBHKB HOME | $56K |
NTAPNETAPP INC | $56K |
IQDFFLEXSHARES TRUST INTERNATIONAL QUALITY DIV IDX | $55K |
BABINVESCO EXCH TRADED FD TR II TAXABLE MUN BD | $55K |
WYWEYERHAEUSER CO MTN BE COM NEW | $55K |
PSAPUBLIC STORAGE COM | $54K |
NGGNATIONAL GRID SPON ADR ORD POST SPLT | $54K |
RIORIO TINTO ADR ORD | $54K |
YUMYUM BRANDS INC | $54K |
ITOTISHARES CORE SP TOTAL US STOCK MARKET ETF | $53K |
XLVHEALTH CARE SELECT SECTOR SPDR | $53K |
XYLXYLEM INC COM | $53K |
NJRNEW JERSEY RES CORP COM | $53K |
SPLVINVESCO EXCH TRADED FD TR II SP LOW VOL | $51K |
DNPDNP SELECT INCOME FD INC COM | $51K |
AQLTISHARES SELECT DIVIDEND ETF | $50K |
DOCHEALTHPEAK PROPERTIES INC COM | $50K |
MGAMAGNA INTL INC COM | $50K |
NOCNORTHROP GRUMMAN CORP COM | $49K |
WIWWESTERN AST INFL LKD OPP INM COM | $49K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS ETF | $48K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $48K |
BKOBLUEROCK RESIDENTIAL GWT REIT COM CL A | $48K |
XFEBFIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS INCOME ETF | $48K |
GISGENERAL MILLS INC COM | $47K |
WTRGESSENTIAL UTILS INC COM | $47K |
BONDPIMCO ETF TR ACTIVE BD ETF | $47K |
IWVISHARES RUSSELL INDEX FUND | $46K |
OTISOTIS WORLDWIDE CORP COM | $46K |
CGNXCOGNEX CORP COM | $46K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $46K |
SIRIEURSIRIUS XM HOLDINGS INC COM | $46K |
PNCPNC FINANCIAL SERVICES GROUP COM | $45K |
VISVANGUARD INDUSTRIALS ETF | $45K |
OKEONEOK INC COM | $45K |
WMWASTE MANAGEMENT INC | $44K |
GSKGLAXOSMITHKLINE ADR REP TWO ORD | $44K |
AEPAMERICAN ELEC PWR CO INC COM | $44K |
IHEISHARES TR US PHARMA ETF | $44K |
IYY*ISHARES DOW JONES US ETF | $44K |
SMGSCOTTS MIRACLE-GRO CO CL A | $43K |
APH1EURAPHRIA INC COM | $43K |
RDOGALPS ETF TR REIT DIVIDE DOGS | $43K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $43K |
SPLKCHFSPLUNK INC COM | $42K |
NOKNOKIA OYJ ADR R ORD | $42K |
DDDUPONT DE NEMOURS INC COM | $42K |
YUMCYUM CHINA HLDGS INC COM | $42K |
DSIISHARES TR MSCI KLD SOC | $42K |
SLBSCHLUMBERGER LIMITED COM | $41K |
SCHWSCHWAB CHARLES CORP COM | $41K |