LIBERTY WEALTH MANAGEMENT LLC Q3 2019 Filing
Filed October 30, 2019
Portfolio Value
$105.7M
Holdings
889
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (889 positions)
| Stock | Value |
|---|---|
HYGISHARES TR IBOXX HI YD ETF | $35K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $34K |
TRMBTRIMBLE INC COM | $34K |
SCHGSCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | $34K |
BIIBBIOGEN INC COM | $34K |
DALDELTA AIR LINES INC | $34K |
PNCPNC FINANCIAL SERVICES GROUP COM | $33K |
DIAXNUVEEN DOW 30 DYNAMIC OVERWRITE FD COM | $33K |
MPCMARATHON PETROLEUM CORP COM | $33K |
AESAES CORP COM | $33K |
PPHVANECK VECTORS ETF TR PHARMACEUTICAL | $32K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $32K |
APH1EURAPHRIA INC COM NPV | $32K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $32K |
CGNXCOGNEX CORP COM | $32K |
HBANHUNTINGTON BANCSHARES INC COM | $32K |
SNNSMITH & NEPHEW ADR | $32K |
UGIUGI CORP NEW COM | $31K |
XPCQXPIMCO CALIF MUN INCOME FD | $31K |
—APOLLO SENIOR FLOATING RATE FD INC COM | $30K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $30K |
CBCHUBB LIMITED COM | $30K |
AVGOBROADCOM INC COM | $30K |
IHEISHARES TR U.S. PHARMA ETF | $30K |
AMDADVANCED MICRO DEVICES INC COM | $30K |
ECLECOLAB INC | $29K |
BDXBECTON DICKINSON &CO COM | $29K |
TSCOTRACTOR SUPPLY CO | $29K |
NSYNICE LTD ADR | $29K |
CVSCVS HEALTH CORPORATION COM | $29K |
MACMACERICH CO COM | $29K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $29K |
DOWDOW INC COM | $29K |
XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL | $29K |
RLRALPH LAUREN CORP | $28K |
GDGENERAL DYNAMICS CORP COM | $28K |
DEDEERE & COMPANY | $27K |
SPLVINVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL | $27K |
STXSEAGATE TECHNOLOGY PLC COM | $27K |
DGROISHARES TRUST CORE DIVID GWTH | $27K |
SCHASCHWAB STRATEGIC TR US SMALL-CAP ETF | $27K |
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD | $27K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $27K |
ELVANTHEM INC COM | $27K |
RGLDROYAL GOLD INC COM | $27K |
PAYXPAYCHEX INC COM | $27K |
GWWGRAINGER W W INC COM | $27K |
PCYINVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG | $27K |
KIMKIMCO REALTY CORP COM | $26K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL | $26K |
RTN1USDRAYTHEON CO COM NEW | $26K |
SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD | $26K |
FBNDFIDELITY TOTAL BOND ETF | $26K |
PANWPALO ALTO NETWORKS INC COM | $26K |
SCHESCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF | $26K |
PJPINVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS | $26K |
OREALTY INCOME CORP (MARYLAND) | $26K |
RITMNEW RESIDENTIAL INVT CORP COM NPV | $26K |
—HIS MARKIT LTD COM | $26K |
TIFEURTIFFANY &CO NEW COM | $26K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR | $25K |
EQIXEQUINIX INC COM | $25K |
DDDUPONT DE NEMOURS INC COM | $25K |
AMTAMERICAN TOWER CORP COM | $25K |
AWNADVANCE AUTO PARTS INC COM | $25K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | $25K |
BDJBLACKROCK ENHANCED EQUITY DIVID TR | $25K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $25K |
ITA*ISHARES TR US AER DEF ETF | $24K |
PG4PRINCIPAL FINANCIAL GROUP | $24K |
IVZINVESCO LTD SHS | $24K |
LYBLYONDELLBASELL INDUSTRIES N V COM | $24K |
HACKUSDETF MANAGERS TR PRIME CYBR SCRTY | $24K |
KSSKOHLS CORPORATION COM | $24K |
VOTVANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS | $24K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC | $23K |
TELTE CONNECTIVITY LTD REG SHS | $23K |
AMXNAMERICA MOVIL SAB DE | $23K |
MFCMANULIFE FINANCIAL CORP COM | $23K |
—BHP GROUP PLC | $23K |
LINLINDE PLC COM | $23K |
EDCONSOLIDATED EDISON INC COM | $23K |
DVYEISHARES INC EM MKTS DIV ETF | $23K |
CINFCINCINNATI FINANCIAL CORP COM | $23K |
XLYSELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 | $22K |
ALLEALLEGION PLC COM | $22K |
HYDVANECK VECTORS ETF TR HIGH YLD MUN ETF | $22K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $21K |
APDAIR PRODUCTS & CHEM | $21K |
IEFISHARES TR BARCLAYS 7 10 YR | $21K |
NDAQNASDAQ INC COM STK | $21K |
AZOAUTOZONE INC COM | $21K |
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $21K |
UNITUNITI GROUP INC COM | $20K |
HTDHANCOCK JOHN TAX ADVANTAGE DIVID FD | $20K |
CDKCDK GLOBAL INC COM | $20K |
UAAUNDER ARMOUR INC COM STK | $20K |
TTENTOTAL SA SPON ADS | $20K |
DLNWISDOMTREE TR US LARGECAP DIVD | $20K |
XMESPDR SER TR S&P METALS & MNG ETF | $20K |