LIBERTY WEALTH MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$599.9M
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | USMVISHARES TR | 7,046 | $626K | 0.10% | |
| 102 | CRMSALESFORCE INC | 1,821 | $608K | 0.10% | |
| 103 | PHMPULTE GROUP INC | 5,536 | $602K | 0.10% | |
| 104 | AXONAXON ENTERPRISE INC | 1,000 | $594K | 0.10% | |
| 105 | VWOVANGUARD INTL EQUITY INDEX F | 13,294 | $589K | 0.10% | |
| 106 | WMTWALMART INC | 6,479 | $585K | 0.10% | |
| 107 | ESGUISHARES TR | 4,500 | $579K | 0.10% | |
| 108 | PEPPEPSICO INC | 3,766 | $572K | 0.10% | |
| 109 | KOCOCA COLA CO | 8,995 | $560K | 0.09% | |
| 110 | AXPAMERICAN EXPRESS CO | 1,865 | $553K | 0.09% | |
| 111 | FLOTISHARES TR | 10,730 | $545K | 0.09% | |
| 112 | ABTABBOTT LABS | 4,666 | $527K | 0.09% | |
| 113 | DFUVDIMENSIONAL ETF TRUST | 12,824 | $524K | 0.09% | |
| 114 | BNDXVANGUARD CHARLOTTE FDS | 10,492 | $516K | 0.09% | |
| 115 | JNJJOHNSON &JOHNSON | 3,543 | $512K | 0.09% | |
| 116 | PSAPUBLIC STORAGE OPER CO | 1,689 | $505K | 0.08% | |
| 117 | FBCGFIDELITY COVINGTON TRUST | 10,926 | $505K | 0.08% | |
| 118 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,946 | $502K | 0.08% | |
| 119 | ABMABM INDS INC | 9,776 | $500K | 0.08% | |
| 120 | MAMASTERCARD INCORPORATED | 945 | $497K | 0.08% | |
| 121 | SCHGSCHWAB STRATEGIC TR | 17,527 | $491K | 0.08% | |
| 122 | IWFISHARES TR | 1,188 | $477K | 0.08% | |
| 123 | IBBISHARES TR | 3,575 | $472K | 0.08% | |
| 124 | NFLXNETFLIX INC | 525 | $467K | 0.08% | |
| 125 | IJJISHARES TR | 3,673 | $458K | 0.08% | |
| 126 | TSMTAIWAN SEMICONDUCTOR M F | 2,310 | $456K | 0.08% | |
| 127 | TAT&T INC | 20,051 | $456K | 0.08% | |
| 128 | BSVVANGUARD BD INDEX FDS | 5,484 | $424K | 0.07% | |
| 129 | VIGVANGUARD SPECIALIZED FUNDS | 2,164 | $423K | 0.07% | |
| 130 | UNHUNITEDHEALTH GROUP INC | 837 | $423K | 0.07% | |
| 131 | VRTVERTIV HOLDINGS CO | 3,708 | $421K | 0.07% | |
| 132 | FLRNSPDR BLOOMBERG INT GRD | 13,589 | $417K | 0.07% | |
| 133 | RTXRTX CORPORATION | 3,578 | $414K | 0.07% | |
| 134 | GSGOLDMAN SACHS GROUP INC | 717 | $411K | 0.07% | |
| 135 | USBUS BANCORP DEL | 8,510 | $407K | 0.07% | |
| 136 | SPYVSPDR SER TR | 7,821 | $399K | 0.07% | |
| 137 | SCHXSCHWAB STRATEGIC TR | 15,873 | $396K | 0.07% | |
| 138 | UPSUNITED PARCEL SERVICE INC | 3,130 | $394K | 0.07% | |
| 139 | IXCISHARES TR | 10,305 | $393K | 0.07% | |
| 140 | ALSALLSTATE CORP | 2,008 | $387K | 0.06% | |
| 141 | UNPUNION PAC CORP | 1,697 | $386K | 0.06% | |
| 142 | SBUXSTARBUCKS CORP | 4,131 | $376K | 0.06% | |
| 143 | GQ9SPDR GOLD TR | 1,537 | $372K | 0.06% | |
| 144 | ICVTISHARES TR | 4,406 | $365K | 0.06% | |
| 145 | BABOEING CO | 2,060 | $364K | 0.06% | |
| 146 | AVUVAMERICAN CENTY ETF TR | 3,767 | $363K | 0.06% | |
| 147 | XLFSELECT SECTOR SPDR TR | 7,386 | $356K | 0.06% | |
| 148 | IMCGISHARES TR | 4,721 | $356K | 0.06% | |
| 149 | BACVERIZON COMMUNICATIONS INC | 8,735 | $349K | 0.06% | |
| 150 | RPVINVESCO EXCHANGE TRADED FD T | 3,861 | $348K | 0.06% | |
| 151 | BNDVANGUARD BD INDEX FDS | 4,756 | $343K | 0.06% | |
| 152 | MRKMERCK &CO INC | 3,439 | $342K | 0.06% | |
| 153 | SHWSHERWIN WILLIAMS CO | 1,006 | $341K | 0.06% | |
| 154 | MCDMCDONALDS CORP | 1,174 | $340K | 0.06% | |
| 155 | TTTRANE TECHNOLOGIES PLC | 888 | $327K | 0.05% | |
| 156 | ROSTROSS STORES INC | 2,154 | $325K | 0.05% | |
| 157 | CATCATERPILLAR INC | 894 | $324K | 0.05% | |
| 158 | BMYBRISTOL-MYERS SQUIBB CO | 5,707 | $322K | 0.05% | |
| 159 | NEENEXTERA ENERGY INC | 4,301 | $308K | 0.05% | |
| 160 | QCLNFIRST TR EXCHANGE-TRADED FD | 8,975 | $304K | 0.05% | |
| 161 | BIVVANGUARD BD INDEX FDS | 4,053 | $302K | 0.05% | |
| 162 | TTDTHE TRADE DESK INC | 2,507 | $294K | 0.05% | |
| 163 | HYDBISHARES TR | 6,303 | $291K | 0.05% | |
| 164 | PLTRPALANTIR TECHNOLOGIES INC | 3,837 | $290K | 0.05% | |
| 165 | ICLNISHARES TR | 24,421 | $277K | 0.05% | |
| 166 | 4I1PHILIP MORRIS INTL INC | 2,293 | $275K | 0.05% | |
| 167 | ADIANALOG DEVICES INC | 1,294 | $274K | 0.05% | |
| 168 | MACMXBLACKROCK CALIFORNIA MUN | 22,684 | $271K | 0.05% | |
| 169 | DONSPDR DOW JONES INDL AVERAGE | 630 | $268K | 0.04% | |
| 170 | IWDISHARES TR | 1,359 | $251K | 0.04% | |
| 171 | SNPSSYNOPSYS INC | 517 | $251K | 0.04% | |
| 172 | AGGISHARES TR | 2,595 | $251K | 0.04% | |
| 173 | SOXXISHARES TR | 1,158 | $249K | 0.04% | |
| 174 | NVSNNOVARTIS AG | 2,551 | $248K | 0.04% | |
| 175 | GEGE AEROSPACE | 1,470 | $245K | 0.04% | |
| 176 | VOXVANGUARD WORLD FD | 1,579 | $244K | 0.04% | |
| 177 | IJHISHARES TR | 3,922 | $244K | 0.04% | |
| 178 | AVDVAMERICAN CENTY ETF TR | 3,715 | $241K | 0.04% | |
| 179 | QCOMQUALCOMM INC | 1,570 | $241K | 0.04% | |
| 180 | VTVANGUARD INTL EQUITY INDEX F | 2,045 | $240K | 0.04% | |
| 181 | SYKSTRYKER CORPORATION | 663 | $238K | 0.04% | |
| 182 | WECWEC ENERGY GROUP INC | 2,540 | $238K | 0.04% | |
| 183 | VOOGVANGUARD ADMIRAL FDS INC | 650 | $237K | 0.04% | |
| 184 | NKENIKE INC | 3,092 | $234K | 0.04% | |
| 185 | ITOTISHARES TR | 1,817 | $233K | 0.04% | |
| 186 | DELLDELL TECHNOLOGIES INC | 2,024 | $233K | 0.04% | |
| 187 | RCLROYAL CARIBBEAN GROUP | 999 | $230K | 0.04% | |
| 188 | DIVBISHARES TR | 4,846 | $229K | 0.04% | |
| 189 | FBNDFIDELITY MERRIMACK STR TR | 2,886 | $228K | 0.04% | |
| 190 | KLMNINVSC S P 500 MOMENTUM | 2,391 | $227K | 0.04% | |
| 191 | AG8AGILENT TECHNOLOGIES INC | 1,667 | $223K | 0.04% | |
| 192 | CARRCARRIER GLOBAL CORPORATION | 3,189 | $217K | 0.04% | |
| 193 | SRESEMPRA | 2,481 | $217K | 0.04% | |
| 194 | DUKDUKE ENERGY CORP NEW | 2,016 | $217K | 0.04% | |
| 195 | HIMSHIMS &HERS HEALTH INC | 8,978 | $217K | 0.04% | |
| 196 | INTCINTEL CORP | 10,752 | $215K | 0.04% | |
| 197 | BPBP PLC | 7,284 | $215K | 0.04% | |
| 198 | MAGSLISTED FNDS RONDHL | 3,926 | $213K | 0.04% | |
| 199 | ACNACCENTURE PLC IRELAND F | 604 | $212K | 0.04% | |
| 200 | DYHTARGET CORP | 1,568 | $211K | 0.04% |