LIBERTY WEALTH MANAGEMENT LLC Portfolio Holdings
Q3 2025•244 long positions•$707.2M portfolio value
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Holding252 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $37.2M 5.26% | -$668.5K Sold | — 813.6K shares | 828.2K → 813.6K −$668.5K | -1.76% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $32.6M 4.61% | -$130.4K Sold | — 844.6K shares | 848.0K → 844.6K −$130.4K | -0.4% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $31.1M 4.4% | +$829.0K Bought | — 257.6K shares | 250.8K → 257.6K +$829.0K | +2.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $30.4M 4.29% | +$1.2M Bought | — 156.1K shares | 149.9K → 156.1K +$1.2M | +4.14% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $28.3M 4.01% | +$485.1K Bought | 0.001% 111.3K shares | 109.4K → 111.3K +$485.1K | +1.74% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $28.0M 3.96% | +$783.8K Bought | — 472.9K shares | 459.6K → 472.9K +$783.8K | +2.88% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $27.4M 3.88% | -$138.1K Sold | — 726.0K shares | 729.7K → 726.0K −$138.1K | -0.5% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $26.9M 3.81% | +$279.8K Bought | — 40.3K shares | 39.8K → 40.3K +$279.8K | +1.05% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.7M 3.07% | +$1.1M Bought | — 105.2K shares | 99.8K → 105.2K +$1.1M | +5.37% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $18.4M 2.6% | +$291.8K Bought | 0.0% 98.7K shares | 97.1K → 98.7K +$291.8K | +1.61% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.6M 2.21% | +$1.1M Bought | — 334.8K shares | 311.5K → 334.8K +$1.1M | +7.48% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.5M 2.19% | -$102.6K Sold | — 471.5K shares | 474.7K → 471.5K −$102.6K | -0.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.2M 2.15% | +$171.9K Bought | — 355.9K shares | 351.8K → 355.9K +$171.9K | +1.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.5M 2.05% | -$234.6K Sold | — 44.1K shares | 44.8K → 44.1K −$234.6K | -1.6% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $14.2M 2.01% | +$24.5K Bought | — 391.6K shares | 391.0K → 391.6K +$24.5K | +0.17% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.1M 1.85% | -$34.1K Sold | — 396.9K shares | 397.9K → 396.9K −$34.1K | -0.26% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.8M 1.81% | +$928.3K Bought | — 194.4K shares | 180.3K → 194.4K +$928.3K | +7.81% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $10.1M 1.43% | +$105.1K Bought | 0.0% 19.6K shares | 19.4K → 19.6K +$105.1K | +1.05% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.6M 1.36% | +$555.2K Bought | — 28.9K shares | 27.2K → 28.9K +$555.2K | +6.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.8M 1.24% | -$2.7K Sold | — 44.8K shares | 44.8K → 44.8K −$2.7K | -0.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.5M 1.21% | +$1.2M Bought | — 125.8K shares | 108.5K → 125.8K +$1.2M | +15.9% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.2M 1.16% | +$480.2K Bought | — 79.8K shares | 75.1K → 79.8K +$480.2K | +6.21% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.1M 1.15% | +$11.1K Bought | — 140.0K shares | 139.8K → 140.0K +$11.1K | +0.14% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.9M 1.12% | -$110.5K Sold | — 111.2K shares | 112.8K → 111.2K −$110.5K | -1.37% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.9M 1.12% | +$36.7K Bought | — 259.6K shares | 258.4K → 259.6K +$36.7K | +0.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.8M 1.1% | +$325.4K Bought | — 30.3K shares | 29.0K → 30.3K +$325.4K | +4.37% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.4M 1.05% | -$20.0K Sold | — 231.1K shares | 231.7K → 231.1K −$20.0K | -0.27% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $7.1M 1.01% | +$336.1K Bought | 0.001% 25.4K shares | 24.2K → 25.4K +$336.1K | +4.95% | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Auto - Manufacturers Consumer Cyclical | $6.8M 0.966% | -$147.6K Sold | 0.0% 15.4K shares | 15.7K → 15.4K −$147.6K | -2.12% | $1.48T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.6M 0.94% | -$431.4K Sold | — 98.4K shares | 104.8K → 98.4K −$431.4K | -6.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 0.817% | +$3.9M Bought | — 9.6K shares | 3.1K → 9.6K +$3.9M | +212.91% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.7M 0.799% | -$107.1K Sold | — 158.3K shares | 161.3K → 158.3K −$107.1K | -1.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.4M 0.762% | -$279.8K Sold | — 61.7K shares | 64.9K → 61.7K −$279.8K | -4.94% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.3M 0.748% | +$218.3K Bought | — 55.6K shares | 53.3K → 55.6K +$218.3K | +4.3% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $5.2M 0.74% | -$46.1K Sold | 0.0% 23.8K shares | 24.1K → 23.8K −$46.1K | -0.87% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.0M 0.713% | +$156.8K Bought | — 8.2K shares | 8.0K → 8.2K +$156.8K | +3.21% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.7M 0.661% | -$41.1K Sold | — 65.9K shares | 66.5K → 65.9K −$41.1K | -0.87% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.7M 0.66% | +$3.7M Bought | — 7.0K shares | 1.5K → 7.0K +$3.7M | +383.18% | — — | Q1 2023 Held for 2y 8m | |
Solar Energy | $4.6M 0.649% | -$70.8 Sold | 0.099% 129.6K shares | 129.6K → 129.6K −$70.8 | -0.0% | $4.6B Mid Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $4.6M 0.648% | +$4.9K Bought | — 63.0K shares | 62.9K → 63.0K +$4.9K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 0.628% | -$25.3K Sold | — 78.1K shares | 78.5K → 78.1K −$25.3K | -0.57% | — — | Q1 2023 Held for 2y 8m | |
Medical - Instruments & Supplies Healthcare | $4.4M 0.627% | +$4.9K Bought | 0.003% 9.9K shares | 9.9K → 9.9K +$4.9K | +0.11% | $160.32B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.4M 0.624% | +$395.0K Bought | — 38.8K shares | 35.3K → 38.8K +$395.0K | +9.83% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $4.2M 0.595% | +$714.5K Bought | — 111.1K shares | 92.2K → 111.1K +$714.5K | +20.46% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.2M 0.588% | +$17.4K Bought | — 110.4K shares | 109.9K → 110.4K +$17.4K | +0.42% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.9M 0.551% | -$555.0K Sold | 0.0% 16.0K shares | 18.2K → 16.0K −$555.0K | -12.46% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $3.9M 0.548% | -$8.4K Sold | 0.002% 18.9K shares | 19.0K → 18.9K −$8.4K | -0.22% | $163.10B Large Cap | Q1 2023 Held for 2y 8m | |
Waste Management Industrials | $3.6M 0.51% | +$220.8 Bought | 0.004% 16.3K shares | 16.3K → 16.3K +$220.8 | +0.01% | $89.0B Large Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $3.4M 0.477% | +$144.1K Bought | 0.001% 21.7K shares | 20.8K → 21.7K +$144.1K | +4.46% | $312.88B Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $3.1M 0.442% | -$382.3K Sold | 0.0% 4.2K shares | 4.8K → 4.2K −$382.3K | -10.89% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m |
