Liberty Square Wealth Partners LLC New Holdings in Q4 2024

Liberty Square Wealth Partners LLC

  • $274 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.14K
New
$50.73 - $51.08 $362K - $365K
7.14K $364M
IFRA
Ishares Tr

ETFs
7.64K
New
$45.94 - $51.71 $351K - $395K
7.64K $363M
AMD
Advanced Micro Devices Inc

Technology
3.12K
New
$118.88 - $172.8 $371K - $539K
3.12K $353M
IEFA
Ishares Tr

ETFs
4.64K
New
$70.06 - $77.43 $325K - $359K
4.64K $352M
QCOM
Qualcomm Inc

Technology
2K
New
$150.4 - $178.04 $301K - $356K
2K $344M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.79K
New
$49.79 - $51.14 $338K - $347K
6.79K $341M
HD
Home Depot, Inc.

Consumer Cyclical
824
New
$385.02 - $431.37 $317K - $355K
824 $337M
KO
Coca Cola CO

Consumer Defensive
4.78K
New
$61.74 - $71.71 $295K - $343K
4.78K $329M
MRK
Merck & Co., Inc.

Healthcare
3.96K
New
$96.31 - $114.76 $381K - $455K
3.96K $329M
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
New
$205.18 - $250.29 $241K - $294K
1.18K $325M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11.4K
New
$26.55 - $27.32 $302K - $311K
11.4K $307M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.28K
New
N/A
3.28K $300M
JNJ
Johnson & Johnson

Healthcare
1.89K
New
$143.34 - $165.86 $271K - $314K
1.89K $296M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.63K
New
$76.21 - $82.24 $276K - $298K
3.63K $295M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10K
New
$25.93 - $105.3 $259K - $1.05M
10K $289M
IBM
International Business Machines Corp

Technology
1.08K
New
$204.9 - $238.04 $221K - $257K
1.08K $282M
FNDX
Schwab Fundamental U S Large C

ETFs
11.3K
New
$23.49 - $71.77 $265K - $811K
11.3K $280M
WFC
Wells Fargo & Company

Financial Services
3.47K
New
$54.98 - $77.35 $191K - $268K
3.47K $277M
RTX
Raytheon Technologies Corp

Industrials
2.22K
New
$114.45 - $127.21 $254K - $283K
2.22K $272M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
11.3K
New
$22.12 - $24.37 $250K - $275K
11.3K $262M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.78K
New
$87.25 - $95.52 $243K - $266K
2.78K $257M
MCD
Mcdonalds Corp

Consumer Cyclical
828
New
$288.47 - $316.54 $239K - $262K
828 $255M
EQIX
Equinix Inc

Real Estate
272
New
$865.69 - $985.0 $235K - $268K
272 $254M
ADBE
Adobe Inc.

Technology
546
New
$437.39 - $552.96 $239K - $302K
546 $251M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.69K
New
$25.3 - $26.31 $245K - $255K
9.69K $250M
ORCL
Oracle Corp

Technology
1.43K
New
$165.41 - $192.43 $237K - $276K
1.43K $250M
APD
Air Products & Chemicals, Inc.

Basic Materials
788
New
$285.5 - $335.62 $225K - $264K
788 $249M
DGRO
Ishares Core Dividend Growth E

ETFs
3.9K
New
$60.73 - $64.94 $237K - $253K
3.9K $249M
ZS
Zscaler, Inc.

Technology
1.16K
New
$166.99 - $211.99 $194K - $246K
1.16K $247M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.4K
New
$23.42 - $24.25 $244K - $253K
10.4K $246M
IAU
Ishares Gold Trust

ETFs
4.44K
New
$48.37 - $52.65 $215K - $234K
4.44K $242M
UPS
United Parcel Service Inc

Industrials
2.08K
New
$122.65 - $138.35 $255K - $287K
2.08K $242M
FSCO
Fs Cr Opportunities Corp Com
34.3K
New
N/A
34.3K $237M
Cava Group Inc
1.8K
New
N/A
1.8K $236M
BX
Blackstone Inc.

Financial Services
1.41K
New
$148.45 - $199.05 $210K - $281K
1.41K $233M
MGK
Vanguard Mega Cap Growth ETF

ETFs
646
New
$316.94 - $357.88 $205K - $231K
646 $231M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
13K
New
$17.21 - $18.41 $224K - $240K
13K $227M
SYK
Stryker Corp

Healthcare
586
New
$345.14 - $392.15 $202K - $230K
586 $226M
MMM
3 M CO

Industrials
1.51K
New
$124.74 - $137.12 $189K - $207K
1.51K $225M
IEF
Ishares Barclays

ETFs
2.4K
New
$92.08 - $98.18 $221K - $236K
2.4K $224M
GLD
Spdr Gold Trust

ETFs
830
New
$236.59 - $257.5 $196K - $214K
830 $221M
UNH
Unitedhealth Group Inc

Healthcare
422
New
$485.52 - $625.25 $205K - $264K
422 $221M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.81K
New
$44.21 - $46.46 $212K - $223K
4.81K $215M
CRWD
Crowd Strike Holdings, Inc.

Technology
475
New
$275.15 - $388.2 $131K - $184K
475 $215M
Corpay Inc
568
New
N/A
568 $214M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
New
$183.23 - $199.79 $198K - $216K
1.08K $210M
TTC
Toro CO

Industrials
2.6K
New
$80.1 - $88.44 $208K - $230K
2.6K $209M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
788
New
$173.13 - $258.09 $136K - $203K
788 $207M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
2.67K
New
$71.55 - $82.8 $191K - $221K
2.67K $204M
Activity Summary
Buys All Purchases 154 New Holdings 154 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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