Liberty Capital Management, Inc. Portfolio Holdings

Liberty Capital Management, Inc.

  • $444 Million
  • Q4 2024

Liberty Capital Management, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $444 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $33.6M, Apple Inc. with a value of $23M, Nvidia Corp with a value of $14.9M, Costco Wholesale Corp with a value of $14.8M, and Amazon Com Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $4.86M in the current position value, from $449M to 444M.

Below you can find more details about Liberty Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $444 Million
ETFs: $120 Million
Technology: $94.6 Million
Healthcare: $46 Million
Financial Services: $42.8 Million
Consumer Cyclical: $39.6 Million
Industrials: $33.5 Million
Consumer Defensive: $29.7 Million
Communication Services: $18.9 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$556,000 0.13% of portfolio
24,534
Q4 2024 Added 94.37%
$0
$596,000 0.13% of portfolio
25,480
Q3 2022 New
$0
$591,000 0.13% of portfolio
1,473
Q4 2024 Reduced 0.27%
$0
$573,000 0.13% of portfolio
10,305
Q2 2023 New
$0
$577,000 0.13% of portfolio
5,046
Q4 2024 Added 0.2%
$2.01B
$563,000 0.13% of portfolio
2,542
Q4 2024 New
$0
$583,000 0.13% of portfolio
27,704
Q4 2024 Reduced 1.22%
$39.8B
$523,000 0.12% of portfolio
1,080
Q1 2024 Reduced 4.76%
$55.3B
$525,000 0.12% of portfolio
5,700
Q2 2024 Reduced 1.72%
$0
$543,000 0.12% of portfolio
4,289
Q3 2024 Reduced 0.23%
$232B
$490,000 0.11% of portfolio
4,932
Q2 2024 Added 14.94%
$118B
$478,000 0.11% of portfolio
984
Q2 2024 Added 4.02%
$2.86B
$460,000 0.1% of portfolio
9,962
Q1 2024 Reduced 11.92%
$200B
$447,000 0.1% of portfolio
90
Q2 2024 Reduced 1.1%
$0
$439,000 0.1% of portfolio
10,742
Q2 2023 New
$0
$383,000 0.09% of portfolio
2,833
Q4 2024 Added 0.04%
$14B
$416,000 0.09% of portfolio
24,400
Q3 2022 New
$86.2B
$382,000 0.09% of portfolio
3,035
Q4 2024 Reduced 14.14%
$0
$373,000 0.08% of portfolio
600
Q3 2024 Reduced 0.83%
$0
$334,000 0.08% of portfolio
1,834
Q4 2023 New
$44.2B
$373,000 0.08% of portfolio
5,040
Q3 2022 New
$60.7B
$298,000 0.07% of portfolio
2,618
Q2 2024 Added 13.73%
$59.2B
$296,000 0.07% of portfolio
1,230
Q4 2022 New
$23.1B
$330,000 0.07% of portfolio
3,224
Q4 2023 Reduced 5.95%
$956B
$289,000 0.07% of portfolio
718
Q4 2024 New
$26.9B
$303,000 0.07% of portfolio
2,541
Q4 2024 Reduced 7.47%
$37.7B
$300,000 0.07% of portfolio
3,928
Q2 2024 Added 3.15%
$70.4B
$324,000 0.07% of portfolio
1,120
Q3 2024 Reduced 6.2%
$0
$247,000 0.06% of portfolio
1,251
Q4 2024 Reduced 1.57%
$0
$282,000 0.06% of portfolio
3,625
Q4 2024 Added 11.37%
$24B
$263,000 0.06% of portfolio
2,329
Q3 2022 Reduced 83.62%
$231B
$269,000 0.06% of portfolio
1,224
Q1 2024 Reduced 11.75%
$0
$253,000 0.06% of portfolio
2,519
Q3 2024 New
$68.2B
$266,000 0.06% of portfolio
5,565
Q3 2024 Reduced 3.89%
$30.6B
$245,000 0.06% of portfolio
415
Q2 2024 New
$0
$273,000 0.06% of portfolio
8,012
Q4 2024 New
$0
$266,000 0.06% of portfolio
10,312
Q4 2024 Added 100.0%
$124B
$268,000 0.06% of portfolio
2,712
Q4 2022 Reduced 1.09%
$0
$273,000 0.06% of portfolio
6,744
Q2 2023 New
$81B
$256,000 0.06% of portfolio
1,986
Q4 2023 New
$306B
$246,000 0.06% of portfolio
1,704
Q4 2024 Reduced 4.27%
$56.7B
$250,000 0.06% of portfolio
1,069
Q2 2024 Added 23.58%
$457B
$273,000 0.06% of portfolio
2,546
Q4 2024 Reduced 4.11%
$33.4B
$233,000 0.05% of portfolio
2,486
Q3 2024 New
$0
$215,000 0.05% of portfolio
4,001
Q4 2024 Reduced 4.24%
$97.8B
$200,000 0.05% of portfolio
2,430
Q3 2024 New
$0
$240,000 0.05% of portfolio
8,669
Q4 2024 Added 209.61%
$4.83B
$225,000 0.05% of portfolio
4,384
Q2 2024 New
$33.2B
$227,000 0.05% of portfolio
3,962
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $444 Million
  • Prior Value $449 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Liberty Capital Management, Inc. Portfolio

Follow Liberty Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Liberty Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email