LIBERTY WEALTH MANAGEMENT LLC Q4 2019 Filing
Filed February 5, 2020
Portfolio Value
$127K
Holdings
938
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (938 positions)
| Stock | Value |
|---|---|
HFCUSDHOLLYFRONTIER CORPORATION COM | $38K |
SPOTSPOTIFY TECHNOLOGY S.A. COM | $37K |
SCHGSCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | $37K |
LHXL3HARRIS TECHNOLOGIES INC COM | $37K |
SRLNSPDR BLACKSTONE/GSO SEN LOAN | $36K |
XLESELECT SECTOR SPDR TR ENERGY | $36K |
FAIFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $36K |
TRMBTRIMBLE INC COM | $36K |
MLPAUSDGLOBAL X FDS GLOBAL X MLP ETF | $36K |
NWLNEWELL BRANDS INC COM | $36K |
KMXCARMAX INC | $35K |
LEGLEGGETT &PLATT INC COM | $35K |
NXPINXP SEMICONDUCTORS N V | $35K |
CCDCALAMOS DYNAMIC CONV &INCOME COM | $34K |
IYMISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF | $34K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $34K |
HBANHUNTINGTON BANCSHARES INC COM | $34K |
DIAXNUVEEN DOW 30 DYNAMIC OVERWRITE FD COM | $33K |
IEFISHARES TR BARCLAYS 7 10 YR | $33K |
GDGENERAL DYNAMICS CORP COM | $33K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $32K |
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW | $32K |
CVSCVS HEALTH CORPORATION COM | $32K |
NTRNUTRIEN LTD COM NPV | $32K |
XPCQXPIMCO CALIF MUN INCOME FD | $32K |
—AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF | $32K |
SPLKCHFSPLUNK INC COM | $32K |
DEDEERE & COMPANY | $31K |
AFTAPOLLO SENIOR FLOATING RATE FD INC COM | $31K |
CGNXCOGNEX CORP COM | $31K |
DHRDANAHER CORPORATION COM | $31K |
INFOIHS MARKIT LTD COM | $31K |
XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL | $31K |
TSCOTRACTOR SUPPLY CO | $31K |
PANWPALO ALTO NETWORKS INC COM | $30K |
DBJPDBX ETF TR XTRACK MSCI JAPN | $30K |
SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD | $30K |
BMTABRITISH AMERICAN TOBACCO LVL II ADR | $30K |
APDAIR PRODUCTS & CHEM | $29K |
FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD | $29K |
XNCMXNUVEEN CALIFORNIA AMT QLT MUN COM | $29K |
ECLECOLAB INC | $29K |
DGROISHARES TRUST CORE DIVID GWTH | $29K |
VPUVANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS | $28K |
ESGEISHARES INC ESG MSCI EM ETF | $28K |
PAYXPAYCHEX INC COM | $28K |
PCYINVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG | $28K |
BDJBLACKROCK ENHANCED EQUITY DIVID TR | $27K |
SPLVINVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL | $27K |
RGLDROYAL GOLD INC COM | $27K |
RTN1USDRAYTHEON CO COM NEW | $27K |
AERAERCAP HOLDINGS NV | $27K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $27K |
KIMKIMCO REALTY CORP COM | $27K |
VOTVANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS | $26K |
FISFIDELITY NATL INFORMATION SERVICES COM | $26K |
XSSPXNUVEEN S&P500 DYNAM OVERWR | $26K |
TWTRUSDTWITTER INC COM | $26K |
LINLINDE PLC COM | $26K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $26K |
AMTAMERICAN TOWER CORP COM | $26K |
LYBLYONDELLBASELL INDUSTRIES N V COM | $26K |
HACKUSDETF MANAGERS TR PRIME CYBR SCRTY | $26K |
IVZINVESCO LTD SHS | $26K |
FBNDFIDELITY TOTAL BOND ETF | $26K |
MFCMANULIFE FINANCIAL CORP COM | $26K |
NSYNICE LTD ADR | $25K |
KSSKOHLS CORPORATION COM | $25K |
CINFCINCINNATI FINANCIAL CORP COM | $25K |
DVYEISHARES INC EM MKTS DIV ETF | $25K |
STXSEAGATE TECHNOLOGY PLC COM | $25K |
OREALTY INCOME CORP (MARYLAND) | $25K |
VONGVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL | $25K |
—JP MORGAN EXCHANGE TRADED FD BETBULD JAPAN | $24K |
MACMACERICH CO COM | $24K |
AWNADVANCE AUTO PARTS INC COM | $24K |
XMESPDR SER TR S&P METALS & MNG ETF | $24K |
YUMYUM BRANDS INC | $23K |
VONVVANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | $23K |
ITA*ISHARES TR US AER DEF ETF | $23K |
CDKCDK GLOBAL INC COM | $23K |
DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD | $23K |
DDDUPONT DE NEMOURS INC COM | $23K |
PG4PRINCIPAL FINANCIAL GROUP | $23K |
XLYSELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 | $22K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $22K |
—JP MORGAN EXCHANGE TRADED FD BETBULD EUROPE | $22K |
EDCONSOLIDATED EDISON INC COM | $22K |
UAAUNDER ARMOUR INC COM STK | $22K |
NDAQNASDAQ INC COM STK | $22K |
DLNWISDOMTREE TR US LARGECAP DIVD | $22K |
ALXNALEXION PHARM INC | $21K |
HALHALLIBURTON CO COM | $21K |
TFCTRUIST FINL CORP COM | $21K |
VIPSVIPSHOP HLDGS LTD SPON ADS | $21K |
UNITUNITI GROUP INC COM | $21K |
JWNUSDNORDSTROM INC COM NPV | $21K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC | $20K |
TELTE CONNECTIVITY LTD REG SHS | $20K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC COM | $20K |