Liberty Wealth Management LLC Purchases in Q3 2025

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.91K
+ 1.74%
$202.38 - $256.87 $386K - $489K
111K $28.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.55K
+ 212.91%
$546.99 - $602.2 $3.58M - $3.94M
9.62K $5.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 383.18%
$617.65 - $666.84 $3.43M - $3.71M
7.01K $4.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.87K
+ 2.74%
$108.97 - $121.65 $748K - $835K
258K $31.1M
NVDA
Nvidia Corp

Technology
1.56K
+ 1.61%
$153.3 - $186.58 $240K - $292K
98.7K $18.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 2.88%
$54.35 - $59.32 $720K - $785K
473K $28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.21K
+ 4.14%
$182.33 - $194.5 $1.13M - $1.21M
156K $30.4M
GLD
Spdr Gold Trust

ETFs
6.57K
+ 430.54%
$300.96 - $355.47 $1.98M - $2.34M
8.1K $2.88M
IVE
Ishares S&P 500 Value ETF

ETFs
5.36K
+ 5.37%
$194.44 - $206.51 $1.04M - $1.11M
105K $21.7M
IVV
Ishares Core S&P 500 ETF

ETFs
418
+ 1.05%
$620.67 - $670.08 $259K - $280K
40.3K $26.9M
EFV
Msci Eafe Value ETF

ETFs
17.3K
+ 15.9%
$62.79 - $68.42 $1.08M - $1.18M
126K $8.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.3K
+ 7.48%
$45.6 - $46.92 $1.06M - $1.09M
335K $15.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.27K
+ 4.37%
$236.25 - $257.69 $300K - $327K
30.3K $7.76M
AVGO
Broadcom Inc.

Technology
1.25K
+ 19.57%
$264.74 - $369.57 $331K - $462K
7.63K $2.52M
IEMG
Ishares Inc

ETFs
14.1K
+ 7.81%
N/A
194K $10.4M
DFAI
Dimensional ETF Tr

ETFs
673
+ 0.17%
$34.05 - $36.55 $22.9K - $24.6K
392K $14.2M
IAU
Ishares Gold Trust

ETFs
68
+ 0.11%
$61.62 - $72.77 $4.19K - $4.95K
63K $4.58M
DFAT
Dimensional ETF Tr U S Target

ETFs
191
+ 0.14%
$53.36 - $59.69 $10.2K - $11.4K
140K $8.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.66K
+ 6.21%
$98.52 - $103.93 $459K - $485K
79.8K $8.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
256
+ 3.21%
$567.77 - $614.76 $145K - $157K
8.24K $5.04M
MSFT
Microsoft Corp

Technology
203
+ 1.05%
$491.09 - $535.64 $99.7K - $109K
19.6K $10.1M
VGT
Vanguard Information Technolog

ETFs
211
+ 5.32%
$656.44 - $753.15 $139K - $159K
4.17K $3.12M
EFG
Msci Eafe Growth ETF

ETFs
3.47K
+ 9.83%
$106.99 - $114.46 $371K - $397K
38.8K $4.41M
SJW
Sjw Group

Utilities
8.62K
New
N/A
8.62K $446K
OEF
Ishares S&P 100 ETF

ETFs
1.67K
+ 6.13%
N/A
28.9K $7.69M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.53K
New
$55.61 - $57.37 $419K - $432K
7.53K $429K
CVX
Chevron Corp

Energy
928
+ 4.46%
$145.57 - $161.83 $135K - $150K
21.7K $3.38M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.25K
+ 27.41%
$50.85 - $51.35 $369K - $372K
33.7K $1.73M
PLTR
Palantir Technologies Inc.

Technology
292
+ 4.46%
$130.68 - $186.97 $38.2K - $54.6K
6.84K $1.25M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.02K
+ 1.14%
$41.8 - $43.15 $168K - $173K
356K $15.2M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
6.46K
New
$50.05 - $50.36 $323K - $325K
6.46K $324K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.59K
New
$81.75 - $84.54 $294K - $304K
3.59K $302K
MBB
Ishares Tr

ETFs
2.29K
+ 4.3%
$92.46 - $95.73 $212K - $220K
55.6K $5.29M
INTC
Intel Corp

Technology
8.5K
New
$19.31 - $35.5 $164K - $302K
8.5K $285K
DGRO
Ishares Core Dividend Growth E

ETFs
3.78K
+ 69.66%
$64.12 - $68.08 $243K - $257K
9.21K $627K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.6K
+ 21.18%
$22.64 - $23.22 $263K - $270K
66.4K $1.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.9K
New
$45.26 - $46.63 $267K - $275K
5.9K $272K
ITA
Ishares Tr

ETFs
1.29K
New
$184.73 - $209.26 $238K - $270K
1.29K $270K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.21K
+ 0.47%
$28.69 - $30.59 $34.7K - $37K
260K $7.89M
VTV
Vanguard Value ETF

ETFs
677
+ 4.77%
$175.51 - $186.57 $119K - $126K
14.9K $2.77M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
247
+ 1.58%
$82.22 - $96.68 $20.3K - $23.9K
15.9K $1.54M
ETN
Eaton Corp PLC

Industrials
688
New
$342.99 - $392.76 $236K - $270K
688 $257K
SLV
I Shares Silver Trust

ETFs
6.03K
New
$32.73 - $42.5 $197K - $256K
6.03K $255K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
509
+ 9.25%
$195.29 - $223.85 $99.4K - $114K
6.01K $1.34M
NEM
Newmont Corp

Basic Materials
2.89K
New
$57.35 - $85.25 $166K - $246K
2.89K $243K
FDVV
Fidelity High Dividend ETF

ETFs
3.82K
+ 70.81%
$52.42 - $55.71 $200K - $213K
9.22K $513K
SRE
Sempra Energy

Utilities
2.53K
New
$74.14 - $89.98 $188K - $228K
2.53K $227K
EMB
Ishares Tr

ETFs
1.53K
+ 4.92%
$91.52 - $95.59 $140K - $146K
32.6K $3.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.71K
New
$45.72 - $47.27 $215K - $223K
4.71K $221K
Activity Summary
Buys All Purchases 160 New Holdings 27 Increased Positions 133 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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