Liberty Wealth Management Llc 13F Portfolio

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Liberty Wealth Management LlcLiberty Wealth Management Llc-4.59%$523242000 155 N/A

Top Holdings Performance History

Liberty Wealth Management Llc Holdings Map

Top 50 Liberty Wealth Management Llc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Liberty Wealth Management Llc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

© 2025 - HedgeFollow | Terms | Privacy | Contact