LIBERTY WEALTH MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$599.9M
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| Stock | Value |
|---|---|
USMVISHARES TR | $626K |
CRMSALESFORCE INC | $608K |
PHMPULTE GROUP INC | $602K |
AXONAXON ENTERPRISE INC | $594K |
VWOVANGUARD INTL EQUITY INDEX F | $589K |
WMTWALMART INC | $585K |
ESGUISHARES TR | $579K |
PEPPEPSICO INC | $572K |
KOCOCA COLA CO | $560K |
AXPAMERICAN EXPRESS CO | $553K |
FLOTISHARES TR | $545K |
ABTABBOTT LABS | $527K |
DFUVDIMENSIONAL ETF TRUST | $524K |
BNDXVANGUARD CHARLOTTE FDS | $516K |
JNJJOHNSON &JOHNSON | $512K |
PSAPUBLIC STORAGE OPER CO | $505K |
FBCGFIDELITY COVINGTON TRUST | $505K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $502K |
ABMABM INDS INC | $500K |
MAMASTERCARD INCORPORATED | $497K |
SCHGSCHWAB STRATEGIC TR | $491K |
IWFISHARES TR | $477K |
IBBISHARES TR | $472K |
NFLXNETFLIX INC | $467K |
IJJISHARES TR | $458K |
TSMTAIWAN SEMICONDUCTOR M F | $456K |
TAT&T INC | $456K |
BSVVANGUARD BD INDEX FDS | $424K |
VIGVANGUARD SPECIALIZED FUNDS | $423K |
UNHUNITEDHEALTH GROUP INC | $423K |
VRTVERTIV HOLDINGS CO | $421K |
FLRNSPDR BLOOMBERG INT GRD | $417K |
RTXRTX CORPORATION | $414K |
GSGOLDMAN SACHS GROUP INC | $411K |
USBUS BANCORP DEL | $407K |
SPYVSPDR SER TR | $399K |
SCHXSCHWAB STRATEGIC TR | $396K |
UPSUNITED PARCEL SERVICE INC | $394K |
IXCISHARES TR | $393K |
ALSALLSTATE CORP | $387K |
UNPUNION PAC CORP | $386K |
SBUXSTARBUCKS CORP | $376K |
GQ9SPDR GOLD TR | $372K |
ICVTISHARES TR | $365K |
BABOEING CO | $364K |
AVUVAMERICAN CENTY ETF TR | $363K |
XLFSELECT SECTOR SPDR TR | $356K |
IMCGISHARES TR | $356K |
BACVERIZON COMMUNICATIONS INC | $349K |
RPVINVESCO EXCHANGE TRADED FD T | $348K |
BNDVANGUARD BD INDEX FDS | $343K |
MRKMERCK &CO INC | $342K |
SHWSHERWIN WILLIAMS CO | $341K |
MCDMCDONALDS CORP | $340K |
TTTRANE TECHNOLOGIES PLC | $327K |
ROSTROSS STORES INC | $325K |
CATCATERPILLAR INC | $324K |
BMYBRISTOL-MYERS SQUIBB CO | $322K |
NEENEXTERA ENERGY INC | $308K |
QCLNFIRST TR EXCHANGE-TRADED FD | $304K |
BIVVANGUARD BD INDEX FDS | $302K |
TTDTHE TRADE DESK INC | $294K |
HYDBISHARES TR | $291K |
PLTRPALANTIR TECHNOLOGIES INC | $290K |
ICLNISHARES TR | $277K |
4I1PHILIP MORRIS INTL INC | $275K |
ADIANALOG DEVICES INC | $274K |
MACMXBLACKROCK CALIFORNIA MUN | $271K |
DONSPDR DOW JONES INDL AVERAGE | $268K |
IWDISHARES TR | $251K |
SNPSSYNOPSYS INC | $251K |
AGGISHARES TR | $251K |
SOXXISHARES TR | $249K |
NVSNNOVARTIS AG | $248K |
GEGE AEROSPACE | $245K |
VOXVANGUARD WORLD FD | $244K |
IJHISHARES TR | $244K |
AVDVAMERICAN CENTY ETF TR | $241K |
QCOMQUALCOMM INC | $241K |
VTVANGUARD INTL EQUITY INDEX F | $240K |
SYKSTRYKER CORPORATION | $238K |
WECWEC ENERGY GROUP INC | $238K |
VOOGVANGUARD ADMIRAL FDS INC | $237K |
NKENIKE INC | $234K |
ITOTISHARES TR | $233K |
DELLDELL TECHNOLOGIES INC | $233K |
RCLROYAL CARIBBEAN GROUP | $230K |
DIVBISHARES TR | $229K |
FBNDFIDELITY MERRIMACK STR TR | $228K |
KLMNINVSC S P 500 MOMENTUM | $227K |
AG8AGILENT TECHNOLOGIES INC | $223K |
CARRCARRIER GLOBAL CORPORATION | $217K |
SRESEMPRA | $217K |
DUKDUKE ENERGY CORP NEW | $217K |
HIMSHIMS &HERS HEALTH INC | $217K |
INTCINTEL CORP | $215K |
BPBP PLC | $215K |
MAGSLISTED FNDS RONDHL | $213K |
ACNACCENTURE PLC IRELAND F | $212K |
DYHTARGET CORP | $211K |