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 |
|---|---|---|---|---|---|
| 201 | PLDPROLOGIS INC. | 1,976 | $208K | 0.03% | |
| 202 | IJKISHARES TR | 2,286 | $207K | 0.03% | |
| 203 | SCHFSCHWAB STRATEGIC TR | 11,210 | $207K | 0.03% | |
| 204 | SLVISHARES SILVER TR | 7,833 | $206K | 0.03% | |
| 205 | SCHMSCHWAB STRATEGIC TR | 7,285 | $201K | 0.03% | |
| 206 | WELLWELLTOWER INC | 1,588 | $200K | 0.03% | |
| 207 | FDDFIRST TR STOXX EUROPEAN SELE | 14,525 | $163K | 0.03% | |
| 208 | DBLTXDOUBLELINE TOTAL RETURN | 18,375 | $159K | 0.03% | |
| 209 | BMY 6.4 11/15/63BRISTOL-MYERS SQU | 100,000 | $106K | 0.02% | |
| 210 | HTBKHERITAGE COMM CORP | 11,403 | $106K | 0.02% | |
| 211 | MANLXBLACKROCK NATIONAL MUNIC | 10,319 | $103K | 0.02% | |
| 212 | MASSIN 5.6 07/01/11MASSACHUSETTS INS | 100,000 | $101K | 0.02% | |
| 213 | BCLIEURBRAINSTORM CELL THERAPEUTICS | 22,666 | $51K | 0.01% | |
| 214 | BRKHEC 6 03/15/54NEVADA POWER CO 6 | 50,000 | $51K | 0.01% | |
| 215 | BRKHEC 5.9 03/15/54SIERRA PACIFIC PO | 50,000 | $50K | 0.01% | |
| 216 | NACN 5.75 07/31/34 MTNNTNL BANK OF CA575 | 50,000 | $50K | 0.01% | |
| 217 | BACR 5.7 07/26/44 GMTNBARCLAYS BANK PL | 50,000 | $49K | 0.01% | |
| 218 | SRE 5.55 04/15/54SAN DIEGO GAS 55 | 50,000 | $48K | 0.01% | |
| 219 | UPS 5.6 05/22/64UNITED PARCEL SER | 50,000 | $48K | 0.01% | |
| 220 | BRKHEC 5.8 01/15/55PACIFICORP 58 | 50,000 | $48K | 0.01% | |
| 221 | PFE 5.34 05/19/63PFIZER INVT ENT534 | 50,000 | $45K | 0.01% | |
| 222 | DUK 4.375 03/30/44DUKE ENERGY PRO | 50,000 | $42K | 0.01% | |
| 223 | WESUNI 4.781 07/01/16WESLEYAN UNIVER | 50,000 | $40K | 0.01% | |
| 224 | CAT 7.375 03/01/97CATERPILLAR INC | 20,000 | $23K | 0.00% | |
| 225 | NKTREURNEKTAR THERAPEUTICS | 19,000 | $17K | 0.00% | |
| 226 | WLB1EURWESTMORELAND COAL CO XXX | 20,000 | $0 | 0.00% | |
| 227 | —EN POINT TECHNOLOGIES INC | 30,000 | $0 | 0.00% | |
| 228 | OPMZONEPM INDUSTRIES INC | 16,666 | $0 | 0.00% | |
| 229 | KKURCHROMOCURE INC | 33,333 | $0 | 0.00% |
PreviousPage 3 of 3