Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Rodgers Silicon Valley Aq CO
Q3 2021 Filed on Nov 15, 2021
24
N/A
BWX
Spdr Bloomberg International T

ETFs
Q3 2021 Filed on Nov 15, 2021
24
$28.6 - $29.81 $686 - $715
Tivity Health Inc
Q3 2021 Filed on Nov 15, 2021
2
N/A
Ishares Gold Trust Ishares
Q2 2021 Filed on Aug 13, 2021
73,284
N/A
Perspecta Inc Com
Q2 2021 Filed on Aug 13, 2021
235
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4
$159.9 - $177.87 $640 - $711
OKE
Oneok Inc

Energy
Q2 2021 Filed on Aug 13, 2021
1,135
$50.46 - $57.02 $57.3K - $64.7K
PXD
Pioneer Natural Resources CO

Energy
Q2 2021 Filed on Aug 13, 2021
52
$145.02 - $170.71 $7.54K - $8.88K
MT
Arcelor Mittal

Basic Materials
Q2 2021 Filed on Aug 13, 2021
355
$28.42 - $33.81 $10.1K - $12K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
117
$50.0 - $60.74 $5.85K - $7.11K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
14
$41.03 - $49.12 $574 - $688
ETR
Entergy Corp

Utilities
Q2 2021 Filed on Aug 13, 2021
2
$99.64 - $109.29 $199 - $219
FDS
Factset Research Systems Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
190
$309.13 - $347.1 $58.7K - $65.9K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2021 Filed on Aug 13, 2021
129
$44.19 - $53.53 $5.7K - $6.91K
WU
Western Union CO

Financial Services
Q2 2021 Filed on Aug 13, 2021
249
$22.91 - $26.39 $5.7K - $6.57K
PSCF
Invesco S&P Smallcap Financial

ETFs
Q2 2021 Filed on Aug 13, 2021
348
$55.9 - $61.09 $19.5K - $21.3K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,000
$19.8 - $25.53 $19.8K - $25.5K
LFUS
Littelfuse Inc

Technology
Q2 2021 Filed on Aug 13, 2021
21
$239.01 - $278.77 $5.02K - $5.85K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
203
$42.1 - $47.76 $8.55K - $9.7K
Sykes Enterprises Inc
Q2 2021 Filed on Aug 13, 2021
206
N/A
NICE
Nice Ltd.

Technology
Q2 2021 Filed on Aug 13, 2021
100
$214.35 - $247.56 $21.4K - $24.8K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 13, 2021
902
$8.17 - $11.19 $7.37K - $10.1K
Colony Cap Inc New Cl A Com
Q2 2021 Filed on Aug 13, 2021
663
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2021 Filed on Aug 13, 2021
17
$162.74 - $186.75 $2.77K - $3.17K
HES
Hess Corp

Energy
Q2 2021 Filed on Aug 13, 2021
11
$67.02 - $90.66 $737 - $997
Seagate Technology PLC Com
Q2 2021 Filed on Aug 13, 2021
15
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2021 Filed on Aug 13, 2021
1,164
$44.14 - $47.47 $51.4K - $55.3K
Aphria Inc Com
Q2 2021 Filed on Aug 13, 2021
3,455
N/A
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,269
$10.49 - $11.23 $13.3K - $14.3K
FFHG
Northern Lts Fd Tr Iv Formula

ETFs
Q2 2021 Filed on Aug 13, 2021
341
N/A
ORI
Old Republic International Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
2
$21.9 - $26.56 $43.8 - $53.1
EXC
Exelon Corp

Utilities
Q2 2021 Filed on Aug 13, 2021
16
$30.75 - $33.6 $492 - $538
QGEN
Qiagen N.V.

Healthcare
Q2 2021 Filed on Aug 13, 2021
93
$46.28 - $52.75 $4.3K - $4.91K
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8
$45.5 - $54.45 $364 - $436
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2021 Filed on Aug 13, 2021
3
$5.2 - $6.51 $15.6 - $19.5
FMC
Fmc Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
348
$108.2 - $121.83 $37.7K - $42.4K
GBX
Greenbrier Companies Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
104
$41.59 - $49.55 $4.33K - $5.15K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
5
$50.35 - $60.76 $252 - $304
PHI
Pldt Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
55
$25.58 - $28.03 $1.41K - $1.54K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2021 Filed on Aug 13, 2021
125
$38.98 - $41.66 $4.87K - $5.21K
EVRG
Evergy, Inc.

Utilities
Q2 2021 Filed on Aug 13, 2021
7
$59.93 - $64.81 $420 - $454
FINV
Fin Volution Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
543
$6.07 - $9.98 $3.3K - $5.42K
OC
Owens Corning

Industrials
Q2 2021 Filed on Aug 13, 2021
8
$93.79 - $108.22 $750 - $866
TSEM
Tower Semiconductor LTD

Technology
Q2 2021 Filed on Aug 13, 2021
69
$25.29 - $30.29 $1.75K - $2.09K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
13
$167.8 - $188.88 $2.18K - $2.46K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Aug 13, 2021
650
$63.11 - $77.09 $41K - $50.1K
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 13, 2021
269
$65.71 - $72.59 $17.7K - $19.5K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Aug 13, 2021
8
$68.32 - $82.2 $547 - $658
DVA
Davita Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
298
$105.44 - $127.98 $31.4K - $38.1K
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