LIBERTY SQUARE WEALTH PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LS LIBERTY SQUARE WEALTH PARTNERS LLC | Institutional Filer | ▲ 2.23% | $358.4M | 141 |
Current Portfolio Holdings
Showing all 141 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 805K | $55.0M | 15.34% |
| 2 | SPYM | SPDR SERIES TRUST | — | 670K | $51.3M | 14.30% |
| 3 | VOO | VANGUARD INDEX FDS | — | 45K | $27.0M | 7.54% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 263K | $22.3M | 6.22% |
| 5 | AAPL | Apple Inc. | Technology | 72K | $18.4M | 5.13% |
| 6 | HYDB | ISHARES TR | — | 394K | $18.3M | 5.12% |
| 7 | FSMD | FIDELITY COVINGTON TRUST | — | 318K | $14.2M | 3.96% |
| 8 | QQQ | Invesco QQQ Trust | — | 22K | $12.5M | 3.48% |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | — | 387K | $10.9M | 3.04% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 92K | $9.5M | 2.66% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 297K | $9.1M | 2.54% |
| 12 | IQLT | ISHARES TR | — | 146K | $6.7M | 1.88% |
| 13 | MSFT | Microsoft Corporation | Technology | 12K | $4.4M | 1.24% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 6K | $4.2M | 1.16% |
| 15 | VB | VANGUARD INDEX FDS | — | 15K | $3.9M | 1.10% |
Showing 1 to 15 of 141 holdings