LIBERTY WEALTH MANAGEMENT LLC Q2 2024 Filing
Filed August 7, 2024
Portfolio Value
$545.5M
Holdings
233
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BCLIEURBRAINSTORM CELL THERAPEUTICS | 340,150 | $115K | 0.02% | |
| 202 | SCHWSCHWAB CHARLES CORP | 69,427 | $110K | 0.02% | |
| 203 | SCHGSCHWAB US LARGE CAP GROWTH ETF | 63,072 | $108K | 0.02% | |
| 204 | HTBKHERITAGE COMM CORP | 11,402 | $99K | 0.02% | |
| 205 | FLRNSPDR BLOOMBERG INT GRD FLT RT ETF | 96,003 | $96K | 0.02% | |
| 206 | KLACKLA CORP | 23,517 | $91K | 0.02% | |
| 207 | QMARFT VEST NASDAQ 100 BUFFER ETF | 87,158 | $87K | 0.02% | |
| 208 | NAIINATURAL ALTERNATIVES INTL IN | 14,000 | $84K | 0.02% | |
| 209 | XFEBFT VEST US EQTY MOD BUFRETF | 83,369 | $83K | 0.02% | |
| 210 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 52,595 | $68K | 0.01% | |
| 211 | MCKMCKESSON CORP | 54,338 | $67K | 0.01% | |
| 212 | MCHPMICROCHIP TECHNOLOGY INC. | 30,590 | $66K | 0.01% | |
| 213 | IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF | 52,924 | $65K | 0.01% | |
| 214 | LRCXEURLAM RESEARCH CORP | 54,310 | $58K | 0.01% | |
| 215 | KEYSKEYSIGHT TECHNOLOGIES INC | 21,990 | $56K | 0.01% | |
| 216 | IEFISHARES TR | 26,217 | $43K | 0.01% | |
| 217 | STZCONSTELLATION BRAND CLASS A | 42,379 | $42K | 0.01% | |
| 218 | JPSTJPMORGAN ULTRA SHORT INCOME ETF | 35,127 | $35K | 0.01% | |
| 219 | SPIBSPDR INTRMDT TRM CRPRATEBND ETF | 35,035 | $35K | 0.01% | |
| 220 | PMARINNOVATOR US EQUITY POWER BUFFER ETF | 33,521 | $34K | 0.01% | |
| 221 | DLSWISDOMTREE INTL SMALLCP DIVIDEND ETF | 32,291 | $32K | 0.01% | |
| 222 | HOLXHOLOGIC INC | 23,991 | $25K | 0.00% | |
| 223 | NKTREURNEKTAR THERAPEUTICS | 19,000 | $24K | 0.00% | |
| 224 | VBKVANGUARD SMALL CAP GROWTH ETF | 16,281 | $22K | 0.00% | |
| 225 | MASMASCO CORP | 14,026 | $20K | 0.00% | |
| 226 | TMUST-MOBILE US INC | 11,229 | $19K | 0.00% | |
| 227 | RIORIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 14,127 | $18K | 0.00% | |
| 228 | FSLRFIRST SOLAR INC | 15,786 | $17K | 0.00% | |
| 229 | JMBSJANUS HENDRSON MORTG BCKD SECURT ETF | 17,414 | $17K | 0.00% | |
| 230 | SDVYFRST TRST SMID CAP RSNG DIV ACH ETF | 15,759 | $16K | 0.00% | |
| 231 | QLTAISHARES AAA A RATED COR BOND ETF | 12,418 | $12K | 0.00% | |
| 232 | SPDWSPDR PORTFOLIO DVLPD WRLD EX-US ETF | 12,453 | $12K | 0.00% | |
| 233 | NRANRG ENERGY INC | 10,122 | $10K | 0.00% |
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