Liberty Square Wealth Partners LLC
- SEC CIK
- 0002057655
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/24 申報。只含多頭部位。
- 持股檔數
- 154
- 2024 年第 3 季沒有申報
- 總值
- $2.74 億
- 2024 年第 3 季沒有申報
Liberty Square Wealth Partners LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 73,343 | $4,112 萬 | 15.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 364,664 | $2,615 萬 | 9.5% | – | – | – |
| AAPLApple Inc. | Stock | 73,948 | $1,809 萬 | 6.6% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 273,995 | $1,716 萬 | 6.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 582,967 | $1,620 萬 | 5.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 311,852 | $1,254 萬 | 4.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,227 | $658.0 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 26,409 | $654.8 萬 | 2.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 217,164 | $627.4 萬 | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,779 | $522.0 萬 | 1.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,473 | $455.6 萬 | 1.7% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 54,810 | $397.5 萬 | 1.5% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 107,321 | $323.8 萬 | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 69,770 | $318.8 萬 | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 29,841 | $299.1 萬 | 1.1% | – | – | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 88,697 | $297.1 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 19,292 | $267.9 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,545 | $265.9 萬 | 1.0% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 69,535 | $254.0 萬 | 0.9% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 41,547 | $234.4 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,131 | $230.7 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,415 | $215.3 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,590 | $214.6 萬 | 0.8% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 18,125 | $211.5 萬 | 0.8% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 19,375 | $206.8 萬 | 0.8% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 8,199 | $198.5 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,936 | $192.4 萬 | 0.7% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 49,039 | $175.0 萬 | 0.6% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,514 | $171.2 萬 | 0.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,350 | $165.2 萬 | 0.6% | – | – | – |
| FDBCFidelity D & D Bancorp Inc | COM | 36,414 | $162.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,267 | $148.2 萬 | 0.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.8 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,000 | $142.3 萬 | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,958 | $140.0 萬 | 0.5% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,311 | $133.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 27,773 | $126.6 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 48,694 | $124.3 萬 | 0.5% | – | – | – |
| FSKFS KKR Capital Corp | COM | 51,906 | $123.2 萬 | 0.4% | – | – | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 19,136 | $118.4 萬 | 0.4% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 7,530 | $117.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,597 | $117.0 萬 | 0.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,463 | $112.7 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,045 | $111.5 萬 | 0.4% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 1,080 | $111.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 22,968 | $109.1 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 10,235 | $106.5 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,527 | $106.3 萬 | 0.4% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,350 | $103.2 萬 | 0.4% | – | – | 歷史 |
| PPLPPL Corp | COM | 30,299 | $102.2 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,628 | $99.7 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,516 | $99.0 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,568 | $98.8 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,540 | $98.3 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,098 | $93.2 萬 | 0.3% | – | – | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 21,468 | $88.5 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,674 | $88.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,775 | $83.8 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,139 | $76.1 萬 | 0.3% | – | – | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 21,562 | $75.3 萬 | 0.3% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,838 | $70.8 萬 | 0.3% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 24,129 | $69.9 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,414 | $69.4 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 12,997 | $69.3 萬 | 0.3% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 11,099 | $65.1 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,949 | $65.1 萬 | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 10,695 | $62.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 5,635 | $61.0 萬 | 0.2% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,131 | $60.7 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 704 | $59.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,765 | $56.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,326 | $55.2 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 31,857 | $54.7 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,546 | $54.6 萬 | 0.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,973 | $53.4 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 2,019 | $53.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,941 | $52.9 萬 | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 7,380 | $52.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 820 | $52.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,166 | $49.9 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 11,641 | $47.7 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,000 | $46.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,441 | $45.7 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,413 | $44.7 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,379 | $44.5 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,580 | $42.7 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,084 | $42.3 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,709 | $42.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,503 | $41.9 萬 | 0.2% | – | – | – |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 20,534 | $41.8 萬 | 0.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 405 | $40.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,677 | $39.6 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 15,160 | $39.2 萬 | 0.1% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 25,111 | $38.6 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 2,094 | $38.6 萬 | 0.1% | – | – | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,731 | $38.6 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,029 | $37.6 萬 | 0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,536 | $37.4 萬 | 0.1% | – | – | – |
| Calamos ETF Tr12811T308 | CONVERTIBLE EQTY | 11,700 | $37.2 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 1,193 | $37.1 萬 | 0.1% | – | – | 歷史 |