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CIK: 0002057655
Total reported value
$419.9M
$419.9M
154 檔
28.3%
In Q4 2024, Liberty Square Wealth Partners LLC's U.S. equity holdings reached a combined market value of $419.9M, distributed across 154 disclosed stock positions.
During Q4 2024, Liberty Square Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.00% | -0.44% | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.54% | +0.68% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.60% | -0.18% | — | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 6.26% | +1.28% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.91% | -0.39% | — | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 4.58% | -0.32% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.40% | +0.61% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.39% | -0.06% | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.29% | -0.11% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.18% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | -0.08% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.11% | — | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.18% | -0.05% | — | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.16% | -0.02% | — | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.09% | +0.05% | — | |
| 16 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 1.08% | -0.05% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.08% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | — | |
| 19 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.93% | -0.07% | — | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.86% | -0.05% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.01% | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.05% | — | |
| 24 | HDV | Ishares Core High Dividend E | ETF-Other | 0.77% | -0.09% | — | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.75% | -0.04% | — | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.72% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.04% | — | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.64% | -0.05% | — | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.62% | -0.01% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.60% | -0.06% | — | |
| 31 | FDBC | Fidelity D&d Bancorp Inc | Stock-Other | 0.59% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.07% | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.04% | — | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.04% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.01% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | -0.08% | EXIT | |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.45% | -0.06% | — | |
| 39 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.45% | -0.03% | — | |
| 40 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.43% | -0.02% | — | |
| 41 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.43% | -0.05% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | — | — | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.41% | +0.25% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.01% | — | |
| 45 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | +0.02% | — | |
| 46 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.40% | -0.24% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | -0.19% | EXIT | |
| 50 | PPL | Ppl CORP | Stock-Utilities | 0.37% | -0.05% | — |
According to official SEC Form 13F filings, Liberty Square Wealth Partners LLC reported a total U.S. public equity portfolio value of $419.9M across 154 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, AAPL) accounted for 28.3% of total reported equity market value during Q4 2024.
During Q4 2024, Liberty Square Wealth Partners LLC's top holdings by market value included VOO (15.0%)、SPYM (9.5%)、AAPL (6.6%). The largest single position, VOO, represented 15.0% of total portfolio value.
In Q4 2024, Liberty Square Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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