Liberty Wealth Management LLC Purchases in Q4 2024

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
7.37K
+ 41.23%
$213.65 - $479.86 $1.57M - $3.54M
25.2K $10.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
25.4K
New
$201.32 - $217.44 $5.11M - $5.52M
25.4K $5.26M
DFAI
Dimensional ETF Tr

ETFs
130K
+ 45.5%
$29.0 - $31.6 $3.77M - $4.11M
416K $12.1M
IEFA
Ishares Tr

ETFs
55.1K
+ 46.32%
$70.06 - $77.43 $3.86M - $4.26M
174K $12.2M
IEMG
Ishares Inc

ETFs
50.9K
+ 201.66%
N/A
76.2K $4.09M
DFAU
Dimensional ETF Tr

ETFs
34.9K
+ 4.85%
$39.27 - $42.38 $1.37M - $1.48M
753K $30.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
46.6K
+ 38.06%
$55.45 - $61.08 $2.58M - $2.84M
169K $9.36M
NVDA
Nvidia Corp

Technology
4.86K
+ 5.19%
$117.0 - $148.88 $569K - $724K
98.5K $13.2M
IAU
Ishares Gold Trust

ETFs
31K
+ 480.9%
$48.37 - $52.65 $1.5M - $1.63M
37.4K $1.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9K
+ 2.27%
$49.03 - $53.35 $441K - $480K
406K $20.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.99K
+ 4.34%
$176.42 - $186.91 $879K - $932K
120K $21.3M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 20.7%
$161.86 - $196.66 $309K - $375K
11.1K $2.1M
EFG
Msci Eafe Growth ETF

ETFs
11.1K
+ 23.79%
$96.83 - $106.88 $1.07M - $1.19M
57.7K $5.59M
VTI
Vanguard Total Stock Market Et

ETFs
914
+ 2.17%
$280.04 - $302.45 $256K - $276K
43.1K $12.5M
EFV
Msci Eafe Value ETF

ETFs
19K
+ 20.6%
$51.78 - $57.15 $984K - $1.09M
111K $5.84M
ADP
Automatic Data Processing Inc

Industrials
1.55K
+ 49.6%
$280.08 - $307.97 $435K - $478K
4.68K $1.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.5K
New
$25.93 - $105.3 $454K - $1.85M
17.5K $488K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.6K
+ 609.24%
$22.01 - $66.82 $608K - $1.85M
32.2K $730K
FLRN
Spdr Bloomberg Investment Grad

ETFs
13.6K
New
$30.67 - $30.84 $417K - $419K
13.6K $417K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 0.24%
$275.15 - $388.2 $4.4K - $6.21K
6.66K $2.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.9K
New
$22.4 - $68.28 $356K - $1.08M
15.9K $367K
CRM
Salesforce, Inc.

Technology
923
+ 102.78%
$270.87 - $367.87 $250K - $340K
1.82K $608K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.31K
+ 41.47%
$99.04 - $109.59 $427K - $472K
14.7K $1.46M
CSCO
Cisco Systems, Inc.

Technology
858
+ 2.01%
$52.45 - $60.02 $45K - $51.5K
43.6K $2.58M
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.3K
New
$46.68 - $47.95 $294K - $302K
6.3K $296K
PLTR
Palantir Technologies Inc.

Technology
3.84K
New
$36.46 - $82.38 $140K - $316K
3.84K $290K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.34K
+ 99.11%
$50.73 - $51.08 $271K - $273K
10.7K $545K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.6K
New
$96.64 - $101.23 $251K - $263K
2.6K $251K
SNPS
Synopsys Inc

Technology
517
New
$485.36 - $588.0 $251K - $304K
517 $250K
VOX
Vanguard Communication Service

ETFs
1.58K
New
$144.31 - $163.57 $228K - $258K
1.58K $244K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.2K
New
$18.41 - $40.87 $206K - $458K
11.2K $207K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.29K
New
$27.54 - $83.04 $201K - $605K
7.29K $201K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.2K
+ 5.98%
$41.17 - $43.34 $750K - $790K
323K $13.3M
VGT
Vanguard Information Technolog

ETFs
69
+ 1.61%
$571.78 - $647.97 $39.5K - $44.7K
4.34K $2.7M
XOM
Exxon Mobil Corp

Energy
2.18K
+ 44.3%
$105.51 - $125.37 $230K - $273K
7.09K $762K
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 20.52%
$873.59 - $994.69 $131K - $149K
881 $807K
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 2.34%
$205.18 - $250.29 $21.5K - $26.3K
4.59K $1.1M
VUG
Vanguard Growth ETF

ETFs
9
+ 0.16%
$378.79 - $428.11 $3.41K - $3.85K
5.61K $2.3M
VFH
Vanguard Financial ETF

ETFs
334
+ 2.6%
$108.87 - $126.2 $36.4K - $42.2K
13.2K $1.55M
BAC
Bank Of America Corp

Financial Services
743
+ 2.83%
$39.22 - $47.77 $29.1K - $35.5K
27K $1.19M
IBM
International Business Machines Corp

Technology
580
+ 12.29%
$204.9 - $238.04 $119K - $138K
5.3K $1.17M
DIS
Walt Disney CO

Communication Services
44
+ 0.58%
$92.39 - $117.6 $4.07K - $5.17K
7.62K $848K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.19K
+ 37.09%
$83.09 - $89.28 $99K - $106K
4.41K $374K
MGK
Vanguard Mega Cap Growth ETF

ETFs
62
+ 1.61%
$316.94 - $357.88 $19.7K - $22.2K
3.92K $1.35M
OEF
Ishares S&P 100 ETF

ETFs
324
+ 7.68%
N/A
4.54K $1.21M
ALL
Allstate Corp

Financial Services
378
+ 23.19%
$181.25 - $208.2 $68.5K - $78.7K
2.01K $387K
BMY
Bristol Myers Squibb CO

Healthcare
914
+ 19.07%
$51.92 - $59.94 $47.5K - $54.8K
5.71K $322K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.8%
$481.22 - $538.17 $10.6K - $11.8K
2.76K $1.41M
TTD
Trade Desk, Inc.

Technology
430
+ 20.7%
$108.7 - $139.51 $46.7K - $60K
2.51K $294K
Activity Summary
Buys All Purchases 133 New Holdings 17 Increased Positions 116 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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