LIBERTY WEALTH MANAGEMENT LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$637.9M
Holdings
233
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IBITISHARES BITCOIN TRUST ETF | 3,830 | $234K | 0.04% | |
| 202 | NVSNNOVARTIS AG | 1,849 | $234K | 0.04% | |
| 203 | DWDMORGAN STANLEY | 1,657 | $233K | 0.04% | |
| 204 | CARRCARRIER GLOBAL CORPORATION | 3,160 | $231K | 0.04% | |
| 205 | IJHISHARES TR | 3,717 | $230K | 0.04% | |
| 206 | UNHUNITEDHEALTH GROUP INC | 738 | $230K | 0.04% | |
| 207 | FDDFIRST TR EXCHANGE-TRADED FD | 14,770 | $229K | 0.04% | |
| 208 | NKENIKE INC | 3,146 | $223K | 0.03% | |
| 209 | KRKROGER CO | 3,067 | $219K | 0.03% | |
| 210 | CRWDCROWDSTRIKE HLDGS INC | 431 | $219K | 0.03% | |
| 211 | GILDGILEAD SCIENCES INC | 1,972 | $218K | 0.03% | |
| 212 | PLDPROLOGIS INC. | 2,080 | $218K | 0.03% | |
| 213 | GIISPDR INDEX SHS FDS | 3,225 | $217K | 0.03% | |
| 214 | DUKDUKE ENERGY CORP NEW | 1,836 | $216K | 0.03% | |
| 215 | RCLROYAL CARIBBEAN GROUP | 692 | $216K | 0.03% | |
| 216 | MPCMARATHON PETE CORP | 1,298 | $215K | 0.03% | |
| 217 | IJKISHARES TR | 2,289 | $208K | 0.03% | |
| 218 | VTVANGUARD INTL EQUITY INDEX F | 1,620 | $208K | 0.03% | |
| 219 | SGOVISHARES 0-3 MONTH | 2,072 | $208K | 0.03% | |
| 220 | USFRWISDOMTREE FLOATING RATE | 4,095 | $206K | 0.03% | |
| 221 | BILSPDR BLOOMBERG 1 3 MNTH | 2,246 | $206K | 0.03% | |
| 222 | GEVGE VERNOVA INC | 389 | $205K | 0.03% | |
| 223 | IDV*ISHARES INTERNATIONAL | 5,844 | $201K | 0.03% | |
| 224 | FSTAFIDELITY COVINGTON TRUST | 3,937 | $201K | 0.03% | |
| 225 | MCKMCKESSON CORP | 274 | $201K | 0.03% | |
| 226 | HTBKHERITAGE COMM CORP | 11,405 | $113K | 0.02% | |
| 227 | JPM 6.1 04/28/45 MTNJPMORGAN CHASE | 50,000 | $50K | 0.01% | |
| 228 | GNLXGENELUX CORPORATION | 16,547 | $47K | 0.01% | |
| 229 | GHDBRAINSTORM CELL THERAPEUTICS | 22,666 | $25K | 0.00% | |
| 230 | ORCL 6.25 11/09/32ORACLE CORP | 10,000 | $10K | 0.00% | |
| 231 | WLB1EURWESTMORELAND COAL CO XXX | 20,000 | $0 | 0.00% | |
| 232 | OPMZONEPM INDUSTRIES INC | 16,666 | $0 | 0.00% | |
| 233 | —En Point Technologies Inc | 30,000 | $0 | 0.00% |
PreviousPage 3 of 3