Liberty Wealth Management LLC New Holdings in Q3 2025

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SJW
Sjw Group

Utilities
8.62K
New
N/A
8.62K $446K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.53K
New
$55.61 - $57.37 $419K - $432K
7.53K $429K
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
INTC
Intel Corp

Technology
8.5K
New
$19.31 - $35.5 $164K - $302K
8.5K $285K
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
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
NEM
Newmont Corp

Basic Materials
2.89K
New
$57.35 - $85.25 $166K - $246K
2.89K $243K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.71K
New
$45.72 - $47.27 $215K - $223K
4.71K $221K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.86K
New
$50.79 - $76.4 $145K - $219K
2.86K $218K
SONY
Sony Group Corp

Technology
7.48K
New
$23.92 - $30.07 $179K - $225K
7.48K $215K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.6K
New
$21.77 - $22.57 $209K - $217K
9.6K $215K
A
Agilent Technologies, Inc.

Healthcare
1.67K
New
$112.04 - $128.75 $187K - $214K
1.67K $213K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.92K
New
$39.8 - $42.86 $196K - $211K
4.92K $210K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.85K
New
$42.75 - $43.37 $207K - $210K
4.85K $209K
SPYG
Spdr Portfolio

ETFs
1.99K
New
$94.33 - $105.31 $188K - $209K
1.99K $207K
SCHW
Schwab Charles Corp

Financial Services
2.15K
New
$91.03 - $98.69 $196K - $212K
2.15K $205K
HSY
Hershey CO

Consumer Defensive
1.09K
New
$161.95 - $193.45 $176K - $210K
1.09K $203K
ERIC
Ericsson Lm Telephone CO

Technology
10K
New
$7.2 - $8.55 $72.3K - $85.8K
10K $83K
CRBU
Caribou Biosciences, Inc.

Healthcare
19.5K
New
$1.24 - $2.48 $24.2K - $48.4K
19.5K $45K
Lam Research Corp
1.98K
New
N/A
1.98K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.85K
New
N/A
1.85K $0
Blackrock Inc
205
New
N/A
205 $0
Chromocure Inc
33.3K
New
N/A
33.3K $0
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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email