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
AVDV
American Centy ETF Tr Avantis

ETFs
91
+ 2.51%
$63.85 - $70.4 $5.81K - $6.41K
3.72K $241K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.19K
+ 10.75%
$55.1 - $61.74 $396K - $444K
74K $4.1M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.17%
$288.47 - $316.54 $577 - $633
1.17K $340K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.22%
$114.45 - $127.21 $916 - $1.02K
3.58K $414K
VNQ
Vanguard Specialized Funds Van

ETFs
513
+ 6.6%
$87.85 - $98.6 $45.1K - $50.6K
8.28K $737K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 1.98%
$385.02 - $431.37 $17.7K - $19.8K
2.37K $921K
UNP
Union Pacific Corp

Industrials
47
+ 2.85%
$223.15 - $249.32 $10.5K - $11.7K
1.7K $386K
ADI
Analog Devices Inc

Technology
4
+ 0.31%
$206.35 - $236.48 $825 - $946
1.29K $274K
A
Agilent Technologies, Inc.

Healthcare
2
+ 0.12%
$125.69 - $146.56 $251 - $293
1.67K $223K
PLD
Prologis, Inc.

Real Estate
116
+ 6.24%
$101.4 - $126.96 $11.8K - $14.7K
1.98K $208K
PEG
Public Service Enterprise Group Inc

Utilities
14
+ 0.24%
$81.87 - $94.51 $1.15K - $1.32K
5.95K $502K
LLY
Eli Lilly & CO

Healthcare
167
+ 11.77%
$727.2 - $932.06 $121K - $156K
1.59K $1.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
417
+ 5.08%
$75.1 - $82.99 $31.3K - $34.6K
8.62K $651K
IVE
Ishares S&P 500 Value ETF

ETFs
1.7K
+ 2.95%
$189.5 - $206.17 $322K - $351K
59.4K $11.3M
MSFT
Microsoft Corp

Technology
295
+ 1.58%
$406.35 - $454.46 $120K - $134K
18.9K $7.98M
CARR
Carrier Global Corp

Industrials
5
+ 0.16%
$66.69 - $82.65 $333 - $413
3.19K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
130
+ 0.99%
$44.04 - $49.49 $5.73K - $6.43K
13.3K $585K
ICLN
Ishares

ETFs
1.18K
+ 5.06%
$11.35 - $14.51 $13.3K - $17.1K
24.4K $277K
KO
Coca Cola CO

Consumer Defensive
216
+ 2.46%
$61.74 - $71.71 $13.3K - $15.5K
9K $560K
WM
Waste Management Inc

Industrials
1
+ 0.01%
$201.79 - $228.46 $202 - $228
16.3K $3.3M
PSA
Public Storage

Real Estate
18
+ 1.08%
$289.33 - $360.21 $5.21K - $6.48K
1.69K $505K
ABBV
Abb Vie Inc.

Healthcare
40
+ 0.56%
$164.99 - $203.87 $6.6K - $8.15K
7.21K $1.28M
AMGN
Amgen Inc

Healthcare
62
+ 2.5%
$258.78 - $328.31 $16K - $20.4K
2.55K $663K
VHT
Vanguard Health Care ETF

ETFs
238
+ 3.35%
$250.81 - $283.3 $59.7K - $67.4K
7.33K $1.86M
VEA
Vanguard Ftse Developed Market

ETFs
295
+ 0.91%
$47.57 - $52.44 $14K - $15.5K
32.7K $1.56M
PHM
Pultegroup Inc

Consumer Cyclical
17
+ 0.31%
$108.86 - $149.04 $1.85K - $2.53K
5.54K $602K
MBB
Ishares Tr

ETFs
384
+ 0.68%
$91.26 - $95.82 $35K - $36.8K
56.8K $5.21M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.22K
+ 2.31%
$26.18 - $28.77 $110K - $121K
187K $4.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.58K
+ 3.51%
$57.29 - $63.1 $205K - $226K
106K $6.07M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.52K
+ 1.04%
$26.16 - $28.82 $66K - $72.7K
245K $6.42M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.2K
+ 1.96%
$25.15 - $27.57 $131K - $143K
271K $6.84M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.35K
+ 1.28%
$25.61 - $28.0 $163K - $178K
504K $13M
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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