LIBERTY WEALTH MANAGEMENT LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$545.7M
Holdings
296
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PHMPULTE GROUP INC | 5,538 | $569K | 0.10% | |
| 102 | BNDXVANGUARD CHARLOTTE FDS | 10,964 | $535K | 0.10% | |
| 103 | AXONAXON ENTERPRISE INC | 1,000 | $525K | 0.10% | |
| 104 | PSAPUBLIC STORAGE OPER CO | 1,707 | $510K | 0.09% | |
| 105 | TAT&T INC | 38,614 | $501K | 0.09% | |
| 106 | JNJJOHNSON &JOHNSON | 13,767 | $495K | 0.09% | |
| 107 | PEGPUBLIC SVC ENTERPRISE GRP IN | 11,542 | $489K | 0.09% | |
| 108 | PEPPEPSICO INC | 87,260 | $485K | 0.09% | |
| 109 | BSVVANGUARD BD INDEX FDS | 6,037 | $471K | 0.09% | |
| 110 | ABMABM INDS INC | 9,780 | $463K | 0.08% | |
| 111 | ICVTISHARES TR | 8,011 | $463K | 0.08% | |
| 112 | PLTRPALANTIR TECHNOLOGIES INC | 5,445 | $459K | 0.08% | |
| 113 | IBBISHARES TR | 3,577 | $457K | 0.08% | |
| 114 | VONGVANGUARD SCOTTSDALE FDS | 57,295 | $442K | 0.08% | |
| 115 | UNHUNITEDHEALTH GROUP INC | 20,729 | $433K | 0.08% | |
| 116 | RTXRTX CORPORATION | 32,152 | $432K | 0.08% | |
| 117 | IWFISHARES TR | 1,189 | $429K | 0.08% | |
| 118 | AXPAMERICAN EXPRESS CO | 72,604 | $423K | 0.08% | |
| 119 | VIGVANGUARD SPECIALIZED FUNDS | 2,453 | $418K | 0.08% | |
| 120 | NFLXNETFLIX INC | 44,271 | $417K | 0.08% | |
| 121 | MAMASTERCARD INCORPORATED | 67,630 | $416K | 0.08% | |
| 122 | SPYVSPDR SER TR | 14,110 | $412K | 0.08% | |
| 123 | WMTWALMART INC | 151,693 | $412K | 0.08% | |
| 124 | GQ9SPDR GOLD TR | 1,404 | $404K | 0.07% | |
| 125 | SBUXSTARBUCKS CORP | 4,080 | $400K | 0.07% | |
| 126 | UNPUNION PAC CORP | 17,694 | $385K | 0.07% | |
| 127 | GSGOLDMAN SACHS GROUP INC | 942 | $376K | 0.07% | |
| 128 | XLFSELECT SECTOR SPDR TR | 7,391 | $368K | 0.07% | |
| 129 | MCDMCDONALDS CORP | 9,297 | $367K | 0.07% | |
| 130 | RPVINVESCO EXCHANGE TRADED FD T | 3,888 | $359K | 0.07% | |
| 131 | ESGUISHARES TR | 26,817 | $356K | 0.07% | |
| 132 | SHWSHERWIN WILLIAMS CO | 1,008 | $351K | 0.06% | |
| 133 | HIMUBLACKROCK ETF TRUST II | 7,987 | $351K | 0.06% | |
| 134 | BABOEING CO | 2,049 | $349K | 0.06% | |
| 135 | ALSALLSTATE CORP | 1,676 | $347K | 0.06% | |
| 136 | IMCGISHARES TR | 4,728 | $337K | 0.06% | |
| 137 | HYDBISHARES TR | 12,001 | $336K | 0.06% | |
| 138 | AVUVAMERICAN CENTY ETF TR | 3,781 | $329K | 0.06% | |
| 139 | USBUS BANCORP DEL | 13,617 | $327K | 0.06% | |
| 140 | BACVERIZON COMMUNICATIONS INC | 16,285 | $326K | 0.06% | |
| 141 | FBCGFIDELITY COVINGTON TRUST | 42,625 | $325K | 0.06% | |
| 142 | BIVVANGUARD BD INDEX FDS | 4,252 | $325K | 0.06% | |
| 143 | IJRISHARES TR | 242,892 | $325K | 0.06% | |
| 144 | BNDVANGUARD BD INDEX FDS | 4,505 | $325K | 0.06% | |
| 145 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 37,145 | $324K | 0.06% | |
| 146 | 4I1PHILIP MORRIS INTL INC | 14,737 | $323K | 0.06% | |
| 147 | VRTVERTIV HOLDINGS CO | 4,336 | $312K | 0.06% | |
| 148 | DGROISHARES TR | 5,006 | $309K | 0.06% | |
| 149 | TTTRANE TECHNOLOGIES PLC | 907 | $305K | 0.06% | |
| 150 | ICLNISHARES TR | 26,171 | $298K | 0.05% | |
| 151 | SCHBSCHWAB STRATEGIC TR | 13,681 | $294K | 0.05% | |
| 152 | UPSUNITED PARCEL SERVICE INC | 4,513 | $290K | 0.05% | |
| 153 | TFLOISHARES TR | 41,655 | $285K | 0.05% | |
| 154 | ROSTROSS STORES INC | 2,169 | $277K | 0.05% | |
| 155 | QCLNFIRST TR EXCHANGE-TRADED FD | 9,527 | $272K | 0.05% | |
| 156 | FDVVFIDELITY COVINGTON TRUST | 5,362 | $265K | 0.05% | |
| 157 | SSENTINELONE INC | 14,447 | $262K | 0.05% | |
| 158 | AVDVAMERICAN CENTY ETF TR | 3,715 | $259K | 0.05% | |
| 159 | ADIANALOG DEVICES INC | 1,286 | $259K | 0.05% | |
| 160 | SNPSSYNOPSYS INC | 603 | $258K | 0.05% | |
| 161 | CATCATERPILLAR INC | 51,631 | $255K | 0.05% | |
| 162 | GEGE AEROSPACE | 1,259 | $252K | 0.05% | |
| 163 | WECWEC ENERGY GROUP INC | 2,314 | $252K | 0.05% | |
| 164 | NEENEXTERA ENERGY INC | 3,552 | $251K | 0.05% | |
| 165 | SYKSTRYKER CORPORATION | 666 | $247K | 0.05% | |
| 166 | WELLWELLTOWER INC | 1,588 | $243K | 0.04% | |
| 167 | MRKMERCK &CO INC | 59,065 | $241K | 0.04% | |
| 168 | BPBP PLC | 7,161 | $241K | 0.04% | |
| 169 | DONSPDR DOW JONES INDL AVERAGE | 576 | $241K | 0.04% | |
| 170 | GILDGILEAD SCIENCES INC | 18,170 | $240K | 0.04% | |
| 171 | DIVBISHARES TR | 4,877 | $236K | 0.04% | |
| 172 | VOXVANGUARD WORLD FD | 1,585 | $235K | 0.04% | |
| 173 | BMYBRISTOL-MYERS SQUIBB CO | 6,885 | $233K | 0.04% | |
| 174 | NVSNNOVARTIS AG | 2,049 | $228K | 0.04% | |
| 175 | HIMSHIMS &HERS HEALTH INC | 7,742 | $228K | 0.04% | |
| 176 | PLDPROLOGIS INC. | 6,589 | $224K | 0.04% | |
| 177 | IJHISHARES TR | 3,843 | $224K | 0.04% | |
| 178 | DUKDUKE ENERGY CORP NEW | 16,812 | $220K | 0.04% | |
| 179 | IWDISHARES TR | 37,444 | $217K | 0.04% | |
| 180 | ITOTISHARES TR | 1,785 | $217K | 0.04% | |
| 181 | SOXXISHARES TR | 1,152 | $216K | 0.04% | |
| 182 | ESGVVANGUARD WORLD FD | 2,162 | $211K | 0.04% | |
| 183 | ESSESSEX PPTY TR INC | 681 | $208K | 0.04% | |
| 184 | KRKROGER CO | 3,048 | $206K | 0.04% | |
| 185 | INTCINTEL CORP | 8,994 | $204K | 0.04% | |
| 186 | QCOMQUALCOMM INC | 71,011 | $199K | 0.04% | |
| 187 | CRMSALESFORCE INC | 287,372 | $199K | 0.04% | |
| 188 | FDDFIRST TR STOXX EUROPEAN SELE | 14,582 | $197K | 0.04% | |
| 189 | DELLDELL TECHNOLOGIES INC | 12,414 | $184K | 0.03% | |
| 190 | FBNDFIDELITY MERRIMACK STR TR | 42,580 | $183K | 0.03% | |
| 191 | PFEPFIZER INC | 12,198 | $170K | 0.03% | |
| 192 | CARRCARRIER GLOBAL CORPORATION | 30,113 | $161K | 0.03% | |
| 193 | COPCONOCOPHILLIPS | 11,327 | $152K | 0.03% | |
| 194 | ACNACCENTURE PLC IRELAND | 28,545 | $144K | 0.03% | |
| 195 | ADBEADOBE INC | 400,770 | $141K | 0.03% | |
| 196 | MCKMCKESSON CORP | 62,786 | $133K | 0.02% | |
| 197 | DWDMORGAN STANLEY | 51,063 | $132K | 0.02% | |
| 198 | PAYXPAYCHEX INC | 67,735 | $132K | 0.02% | |
| 199 | IXCISHARES TR | 12,152 | $129K | 0.02% | |
| 200 | AG8AGILENT TECHNOLOGIES INC | 77,777 | $128K | 0.02% |