LIBERTY WEALTH MANAGEMENT LLC Q1 2019 Filing
Filed April 18, 2019
Portfolio Value
$132.8M
Holdings
797
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (797 positions)
| Stock | Value |
|---|---|
PFFISHARES TR PFD AND INCM SEC | $156K |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $151K |
CRONCRONOS GROUP INC COM NPV | $149K |
JPMJPMORGAN CHASE &CO | $147K |
COSTCOSTCO WHOLESALE CORP COM | $144K |
UNPUNION PACIFIC CORP COM | $143K |
AMGNAMGEN INC | $142K |
MMM3M COMPANY | $141K |
VXUSVANGUARD STAR FD VANGUARD | $140K |
BNDVANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF | $140K |
USBUS BANCORP DEL COM NEW | $134K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $133K |
JNJJOHNSON &JOHNSON COM | $133K |
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | $131K |
IJKISHARES S&P MID CAP | $131K |
AVAAVISTA CORP | $128K |
DUKDUKE ENERGY CORP | $127K |
ELESTEE LAUDER COMPANIES INC COM | $122K |
—ALLIANZGI CONV INCOME FD COM | $121K |
MBBISHARES TR MBS ETF | $120K |
FDXFEDEX CORP COM | $119K |
BIVVANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF | $118K |
MCDMCDONALDS CORP | $118K |
VMWEURVMWARE INC CL A COM | $118K |
IVEISHARES S&P 500 VALUE ETF | $117K |
HDHOME DEPOT INC COM | $116K |
LTCLTC PPTYS INC | $116K |
MOALTRIA GROUP INC | $109K |
DELLDELL TECHNOLOGIES INC CL C | $109K |
HSYHERSHEY COMPANY COM | $108K |
IRINGERSOLL-RAND | $107K |
VNQVANGUARD REAL ESTATE ETF | $107K |
BLVVANGUARD BD INDEX FD INC LONG TERM BD ETF | $106K |
TXNTEXAS INSTRUMENTS INC COM | $103K |
ZTSZOETIS INC COM | $102K |
ABBVABBVIE INC COM | $102K |
GEGENERAL ELECTRIC CO COM | $101K |
MGKVANGUARD WORLD FD MEGA CAP GROWTH ETF | $101K |
GSKGLAXOSMITHKLINE ADR | $101K |
TJXTJX COS INC NEW COM | $98K |
MDTMEDTRONIC PLC | $98K |
FLOTISHARES TR FLTG RATE NT ETF | $96K |
DYHTARGET CORP COM | $96K |
RDS/AROYAL DUTCH SHELL ADR | $94K |
GQ9SPDR GOLD TR GOLD SHS | $93K |
8CWCROWN CASTLE INTL CORP | $93K |
IVWISHARES S&P 500 GROWTH ETF | $93K |
IBMINTERNATIONAL BUS MACH CORP COM | $90K |
CGCCANOPY GROWTH CORPORATION COM | $89K |
DEODIAGEO ADR | $89K |
NJRNEW JERSEY RES COM | $89K |
ACBAURORA CANNABIS INC COM | $85K |
DTEDTE ENERGY HOLDING CO | $85K |
NSCNORFOLK SOUTHERN CORP | $85K |
CTLEURCENTURYLINK INC COM USD1.00 | $85K |
PEPPEPSICO INC | $85K |
FDSFACTSET RESH SYS INC COM | $84K |
SDYSPDR SER TR S&P DIVID ETF | $83K |
ACNACCENTURE PLC | $83K |
CCLCARNIVAL CORP PAIRED CTF | $82K |
GISGENERAL MILLS INC COM | $82K |
MAMASTERCARD INC CL A | $81K |
DSIISHARES TR MSCI | $81K |
HRLHORMEL FOODS CORP COM | $80K |
WMTWALMART INC COM | $79K |
VOVANGUARD INDEX FDS VANGUARD MID CAP VIPERS | $78K |
AEPAMERICAN ELEC PWR CO INC COM | $77K |
KMBKIMBERLY CLARK CORP COM | $75K |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $73K |
CATCATERPILLAR INC COM | $72K |
NHINATIONAL HEALTH INVS INC | $72K |
TRVCCITIGROUP INC COM NEW | $70K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $70K |
SHWSHERWIN WILLIAMS CO | $69K |
EMREMERSON ELECTRIC CO | $69K |
CNRCANADIAN NATL RY CO COM | $66K |
FQIDIGITAL RLTY TR INC COM | $64K |
SONYSONY CORP SPON ADR | $63K |
WYWEYERHAEUSER CO COM | $63K |
AKAMAKAMAI TECHNOLOGIES COM | $62K |
TTCTORO CO COM | $61K |
HONHONEYWELL INTERNATIONAL INC | $61K |
EWGISHARES INC MSCI GERMANY ETF | $60K |
XSCDXLMP CAP &INCOME FD INC COM | $60K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $58K |
TTENTOTAL SA SPON ADS EA REP | $57K |
BIIBBIOGEN INC COM USD0.0005 | $56K |
—DOWDUPONT INC COM | $56K |
VENVENTAS INC | $56K |
KEYKEYCORP COM | $56K |
NEENEXTERA ENERGY INC COM | $55K |
NVDANVIDIA CORP | $54K |
GRMNGARMIN LTD COM CHF10.00 | $54K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $53K |
RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT | $53K |
VCITVANGUARD SCOTTSDALE | $53K |
PYPLPAYPAL HLDGS INC COM | $52K |
QCOMQUALCOMM INC | $52K |
—HCP INC COM | $51K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $51K |