Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 15, 2022
649
$106.13 - $132.99 $68.9K - $86.3K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
5,000
$10.56 - $10.97 $52.8K - $54.9K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Feb 15, 2022
1,000
$46.24 - $53.69 $46.2K - $53.7K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
233
$72.5 - $100.68 $16.9K - $23.5K
FICO
Fair Isaac Corp

Technology
Q4 2021 Filed on Feb 15, 2022
34
$345.62 - $439.63 $11.8K - $14.9K
FAF
First American Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
162
$67.31 - $78.66 $10.9K - $12.7K
MLPA
Global X Mlp ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
754
$32.8 - $39.01 $24.7K - $29.4K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
87
$68.83 - $80.62 $5.99K - $7.01K
Graniteshares ETF Tr
Q4 2021 Filed on Feb 15, 2022
88
N/A
HEI
Heico Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
196
$133.37 - $149.8 $26.1K - $29.4K
HEIA
Heico Crp Cl A
Q4 2021 Filed on Feb 15, 2022
38
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
1
$586.54 - $666.48 $587 - $666
IR
Ingersoll Rand Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
568
$49.89 - $61.87 $28.3K - $35.1K
INGR
Ingredion Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
123
$90.48 - $100.64 $11.1K - $12.4K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
115
$135.04 - $158.63 $15.5K - $18.2K
RODM
Hartford Multifactor Developed

ETFs
Q4 2021 Filed on Feb 15, 2022
3,921
$29.2 - $31.08 $114K - $122K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 15, 2022
724
$80.02 - $90.61 $57.9K - $65.6K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
128
$225.82 - $368.51 $28.9K - $47.2K
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
10
$9.25 - $15.44 $92.5 - $154
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
220
$17.79 - $28.92 $3.91K - $6.36K
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2021 Filed on Feb 15, 2022
15
N/A
OGE
Oge Energy Corp.

Utilities
Q4 2021 Filed on Feb 15, 2022
147
$32.69 - $38.38 $4.81K - $5.64K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
142
$47.97 - $62.21 $6.81K - $8.83K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
342
$77.1 - $95.91 $26.4K - $32.8K
REKR
Rekor Systems, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
3,160
$6.03 - $13.98 $19.1K - $44.2K
RPM
Rpm International Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
505
$78.49 - $101.0 $39.6K - $51K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2021 Filed on Feb 15, 2022
1,229
$73.63 - $82.12 $90.5K - $101K
SNA
Snap On Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
339
$202.03 - $228.02 $68.5K - $77.3K
SPRO
Spero Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,000
$13.09 - $18.77 $26.2K - $37.5K
STC
Stewart Information Services Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
240
$64.21 - $80.18 $15.4K - $19.2K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
209
$87.43 - $154.29 $18.3K - $32.2K
VALE
Vale S.A.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
33
$11.27 - $14.78 $372 - $488
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
46
$175.57 - $199.99 $8.08K - $9.2K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 15, 2022
66
$54.5 - $55.03 $3.6K - $3.63K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
128
$249.49 - $325.25 $31.9K - $41.6K
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
350
$402.25 - $471.34 $141K - $165K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Feb 15, 2022
1,425
$35.7 - $39.01 $50.9K - $55.6K
ABB
Abb LTD

Industrials
Q4 2021 Filed on Feb 15, 2022
54
$32.55 - $38.65 $1.76K - $2.09K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
600
$25.17 - $36.85 $15.1K - $22.1K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q4 2021 Filed on Feb 15, 2022
448
$12.66 - $17.49 $5.67K - $7.84K
AL
Air Lease Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
103
$39.51 - $49.65 $4.07K - $5.11K
COLD
Americold Realty Trust

Real Estate
Q4 2021 Filed on Feb 15, 2022
129
$28.13 - $33.31 $3.63K - $4.3K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
400
$34.2 - $47.56 $13.7K - $19K
ARW
Arrow Electronics Inc

Technology
Q4 2021 Filed on Feb 15, 2022
42
$112.78 - $136.08 $4.74K - $5.72K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
304
$86.09 - $108.16 $26.2K - $32.9K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
500
$5.18 - $8.48 $2.59K - $4.24K
Bottomline Tech Del Inc
Q4 2021 Filed on Feb 15, 2022
334
N/A
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
2
$35.89 - $45.78 $71.8 - $91.6
CBRE
Cbre Group, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,556
$95.02 - $108.58 $148K - $169K
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